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Compiled from SEC Form N-PX filings and Beacon Financial Corporation’s Form 8-K, filed May 15, 2026 (Item 5.07 on EDGAR). Page generated October 25, 2026.
Meeting of May 13, 2026: 18 items on Beacon Financial Corporation’s Form 8-K, filed May 15, 2026: 18 without a stated outcome.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Explore Beacon Financial Corporation in the interactive database Compare manager voting policies
These tallies are Beacon Financial Corporation’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 15, 2026 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: David M. Brunelle | 55,841,525 | -- | -- | 4,039,271 | 7,596,528 | 93% | Not verified | — |
| Elect Director: Mary Anne Callahan | 57,353,688 | -- | -- | 2,527,108 | 7,596,528 | 96% | Not verified | — |
| Elect Director: Joanne Chang | 57,329,431 | -- | -- | 2,551,365 | 7,596,528 | 96% | Not verified | — |
| Elect Director: Nina A. Charnley | 57,337,121 | -- | -- | 2,543,675 | 7,596,528 | 96% | Not verified | — |
| Elect Director: Mihir A. Desai | 57,373,387 | -- | -- | 2,507,409 | 7,596,528 | 96% | Not verified | — |
| Elect Director: Margaret Boles Fitzgerald | 57,377,993 | -- | -- | 2,502,803 | 7,596,528 | 96% | Not verified | — |
| Elect Director: Willard I. Hill, Jr. | 57,252,527 | -- | -- | 2,628,269 | 7,596,528 | 96% | Not verified | — |
| Elect Director: Thomas Hollister | 57,256,902 | -- | -- | 2,623,894 | 7,596,528 | 96% | Not verified | — |
| Elect Director: William H. Hughes III | 57,199,302 | -- | -- | 2,681,494 | 7,596,528 | 96% | Not verified | — |
| Elect Director: Sylvia Maxfield | 56,919,638 | -- | -- | 2,961,158 | 7,596,528 | 95% | Not verified | — |
| Elect Director: Bogdan Nowak | 57,221,946 | -- | -- | 2,658,850 | 7,596,528 | 96% | Not verified | — |
| Elect Director: John M. Pereira | 57,271,938 | -- | -- | 2,608,858 | 7,596,528 | 96% | Not verified | — |
| Elect Director: Paul A. Perrault | 57,236,362 | -- | -- | 2,644,434 | 7,596,528 | 96% | Not verified | — |
| Elect Director: Karyn Polito | 56,953,974 | -- | -- | 2,926,822 | 7,596,528 | 95% | Not verified | — |
| Elect Director: Eric S. Rosengren | 57,113,582 | -- | -- | 2,767,214 | 7,596,528 | 95% | Not verified | — |
| Elect Director: Merrill W. Sherman | 57,391,532 | -- | -- | 2,579,264 | 7,596,528 | 96% | Not verified | — |
| 2. Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026 | 66,088,120 | 1,319,591 | 69,603 | -- | 7,596,528 | 98% | Not verified | — |
| 3. Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers | 35,782,771 | 23,800,639 | 297,386 | -- | 7,596,528 | 60% | Not verified | — |
Source: Beacon Financial Corporation, Form 8-K, filed with the SEC on May 15, 2026 — read the filing on EDGAR.
Each item below shows how the 322 asset managers that disclosed a Beacon Financial Corporation vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Bogdan Nowak
Beacon Financial Corporation’s own tally for this item (“Elect Director: Bogdan Nowak”): 57,221,946 for, 2,658,850 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,828,734 for, 16,076 withheld, 4 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,821 | 0 | 4 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: David M. Brunelle
Beacon Financial Corporation’s own tally for this item (“Elect Director: David M. Brunelle”): 55,841,525 for, 4,039,271 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 93% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,252,776 for, 239,345 withheld, 352,693 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,805,444 | 0 | 23,674 | 12,707 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 2,868 | 0 | 327,643 | 0 | Abstain |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 195,070 | 0 | 0 | 31,949 | Mixed |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 171,647 | Withhold |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Eric S. Rosengren
Beacon Financial Corporation’s own tally for this item (“Elect Director: Eric S. Rosengren”): 57,113,582 for, 2,767,214 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,828,732 for, 16,076 withheld, 6 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,819 | 0 | 6 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Joanne B. Chang
Beacon Financial Corporation’s own tally for this item (“Elect Director: Joanne Chang”): 57,329,431 for, 2,551,365 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,828,734 for, 16,076 withheld, 4 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,821 | 0 | 4 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: John M. Pereira
Beacon Financial Corporation’s own tally for this item (“Elect Director: John M. Pereira”): 57,271,938 for, 2,608,858 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,828,734 for, 16,076 withheld, 4 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,821 | 0 | 4 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Karyn Polito
Beacon Financial Corporation’s own tally for this item (“Elect Director: Karyn Polito”): 56,953,974 for, 2,926,822 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,821,766 for, 23,042 withheld, 6 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,819 | 0 | 6 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Margaret Boles Fitzgerald
Beacon Financial Corporation’s own tally for this item (“Elect Director: Margaret Boles Fitzgerald”): 57,377,993 for, 2,502,803 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,828,734 for, 16,076 withheld, 4 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,821 | 0 | 4 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Mary Anne Callahan
Beacon Financial Corporation’s own tally for this item (“Elect Director: Mary Anne Callahan”): 57,353,688 for, 2,527,108 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,828,734 for, 16,076 withheld, 4 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,821 | 0 | 4 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Merrill W. Sherman
Beacon Financial Corporation’s own tally for this item (“Elect Director: Merrill W. Sherman”): 57,391,532 for, 2,579,264 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,828,734 for, 16,076 withheld, 4 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,821 | 0 | 4 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Mihir A. Desai
Beacon Financial Corporation’s own tally for this item (“Elect Director: Mihir A. Desai”): 57,373,387 for, 2,507,409 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,828,734 for, 16,076 withheld, 4 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,821 | 0 | 4 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Nina A. Charnley
Beacon Financial Corporation’s own tally for this item (“Elect Director: Nina A. Charnley”): 57,337,121 for, 2,543,675 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,828,734 for, 16,076 withheld, 4 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,821 | 0 | 4 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Paul A. Perrault
Beacon Financial Corporation’s own tally for this item (“Elect Director: Paul A. Perrault”): 57,236,362 for, 2,644,434 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,828,732 for, 16,076 withheld, 6 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,819 | 0 | 6 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Sylvia Maxfield
Beacon Financial Corporation’s own tally for this item (“Elect Director: Sylvia Maxfield”): 56,919,638 for, 2,961,158 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,488,379 for, 28,783 withheld, 327,652 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,829,109 | 0 | 9 | 12,707 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 2,868 | 0 | 327,643 | 0 | Abstain |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Thomas J. Hollister
Beacon Financial Corporation’s own tally for this item (“Elect Director: Thomas Hollister”): 57,256,902 for, 2,623,894 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,828,732 for, 16,076 withheld, 6 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,819 | 0 | 6 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Willard I. Hill, Jr.
Beacon Financial Corporation’s own tally for this item (“Elect Director: Willard I. Hill, Jr.”): 57,252,527 for, 2,628,269 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,828,734 for, 16,076 withheld, 4 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,821 | 0 | 4 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: William H. Hughes III
Beacon Financial Corporation’s own tally for this item (“Elect Director: William H. Hughes III”): 57,199,302 for, 2,681,494 withheld, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 69 asset managers below reported 28,821,766 for, 23,042 withheld, 6 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,819 | 0 | 6 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.
Combines 8 wordings of this item as funds reported it.
60% Majority: yes · of votes cast
Description as filed by funds: To approve, on a non-binding advisory basis, the compensation of our named executive officers.
Beacon Financial Corporation’s own tally for this item (“3. Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers”): 35,782,771 for, 23,800,639 against, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 60% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,841,627 | 194 | 3 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 0 | 3,288,342 | 0 | 0 | Against |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 0 | 1,406,490 | 0 | 0 | Against |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 0 | 656,769 | 0 | 0 | Against |
| Invesco | 0 | 358,239 | 0 | 0 | Against |
| Bridge Builder Trust | 330,733 | 12,481 | 0 | 0 | For |
| EA Series Trust | 330,511 | 0 | 0 | 0 | For |
| Royce | 0 | 313,419 | 0 | 0 | Against |
| Jackson National | 74,048 | 154,365 | 0 | 0 | Mixed |
| JPMorgan | 227,019 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 199,000 | 0 | 0 | Against |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 0 | 170,000 | 0 | 0 | Against |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 0 | 143,915 | 0 | 0 | Against |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 128,655 | 0 | 0 | Against |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Fund voting reports, all 70 managers: 21,190,496 for, 7,652,563 against, 16,079 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | 0 | 4,654,780 | 0 | 0 | Against |
| Azora Capital LP | 2,303,656 | 0 | 0 | 0 | For |
| HoldCo Asset Management, LP | 0 | 2,061,000 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 2,006,164 | 0 | 0 | 0 | For |
| BlackRock | 1,977,707 | 12,252 | 0 | 0 | For |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,894,943 | 0 | 0 | 0 | For |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,245,993 | 0 | 0 | 0 | For |
| Charles Schwab | 1,128,973 | 0 | 0 | 0 | For |
| American Century | 800,583 | 0 | 0 | 0 | For |
| Nuveen | 776,465 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 677,004 | 0 | 0 | Against |
| Vanguard | 613,898 | 3,626 | 0 | 0 | For |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 569,112 | 45,300 | 0 | 0 | Mixed |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 0 | 511,964 | 0 | 0 | Against |
| Ategra Capital Management, LLC | 511,283 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 496,205 | 0 | 0 | Against |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0 | 430,866 | 0 | 0 | Against |
| PRINCIPAL GLOBAL INVESTORS | 0 | 411,601 | 0 | 0 | Against |
| Dimensional | 0 | 411,514 | 0 | 0 | Against |
| Invesco | 0 | 407,423 | 0 | 0 | Against |
| Glendon Capital Management LP | 381,184 | 0 | 0 | 0 | For |
| AQR | 0 | 375,338 | 0 | 0 | Against |
| BANK OF AMERICA NA | 280,373 | 0 | 0 | 0 | For |
| Renaissance | 0 | 277,110 | 0 | 0 | Against |
| MALTESE CAPITAL MANAGEMENT LLC | 275,000 | 0 | 0 | 0 | For |
Institutional-manager reports, all 273 managers: 16,278,449 for, 13,478,848 against, 2,763 abstained. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: To ratify the appointment of KPMG LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026.
Beacon Financial Corporation’s own tally for this item (“2. Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026”): 66,088,120 for, 1,319,591 against, per its Form 8-K filed May 15, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 70 asset managers below reported 28,469,376 for, 373,685 against, 16,076 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 7,829,106 | 12,717 | 0 | 0 | For |
| BlackRock | 6,224,707 | 0 | 0 | 0 | For |
| UNDISCOVERED MANAGERS FUNDS | 3,288,342 | 0 | 0 | 0 | For |
| Fidelity | 1,726,956 | 0 | 0 | 0 | For |
| Dimensional | 1,406,490 | 0 | 0 | 0 | For |
| Charles Schwab | 1,030,863 | 0 | 0 | 0 | For |
| MFS | 873,507 | 0 | 0 | 0 | For |
| American Century | 797,875 | 0 | 0 | 0 | For |
| TIAA | 765,377 | 0 | 0 | 0 | For |
| Capitol Series Trust | 656,769 | 0 | 0 | 0 | For |
| Invesco | 358,239 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 343,214 | 0 | 0 | 0 | For |
| EA Series Trust | 2,868 | 327,643 | 0 | 0 | Against |
| Royce | 313,419 | 0 | 0 | 0 | For |
| Jackson National | 228,413 | 0 | 0 | 0 | For |
| JPMorgan | 195,070 | 31,949 | 0 | 0 | Mixed |
| BRIDGEWAY FUNDS INC | 199,000 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 171,647 | 0 | 0 | 0 | For |
| RMB INVESTORS TRUST | 170,000 | 0 | 0 | 0 | For |
| Transamerica | 165,300 | 0 | 0 | 0 | For |
| Principal | 143,915 | 0 | 0 | 0 | For |
| Equitable | 137,402 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 128,655 | 0 | 0 | 0 | For |
| HENNESSY FUNDS TRUST | 110,000 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 96,666 | 0 | 0 | 0 | For |
Showing the 25 largest of 70 asset managers. See all 70 in the interactive database.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 83,816,086 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 9.36% |
| 2 | BlackRock | 7.43% |
| 3 | UNDISCOVERED MANAGERS FUNDS | 3.92% |
| 4 | Fidelity | 2.06% |
| 5 | Dimensional | 1.68% |
| 6 | Charles Schwab | 1.23% |
| 7 | MFS | 1.04% |
| 8 | American Century | 0.95% |
| 9 | TIAA | 0.91% |
| 10 | Capitol Series Trust | 0.78% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | FULLER & THALER ASSET MANAGEMENT, INC. | 5.55% |
| 2 | Azora Capital LP | 2.75% |
| 3 | HoldCo Asset Management, LP | 2.46% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 2.39% |
| 5 | BlackRock | 2.37% |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2.26% |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.49% |
| 8 | Charles Schwab | 1.35% |
| 9 | American Century | 0.96% |
| 10 | Nuveen | 0.93% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 14.53% | 13F |
| Vanguard Group | 11.46% | 13F |
| Vanguard Portfolio Management | 6.19% | 13G |
| Millennium Management | 6.10% | 13F |
| Dimensional Fund Advisors | 5.75% | 13F |
| Integrated Core Strategies (US) LLC | 5.45% | 13G |
| Fuller & Thaler Asset Management, Inc. | 3.26% | DEF14A |
| State Street Corporation. | 2.86% | DEF14A |
| Morgan Stanley | 1.87% | 13F |
| Goldman Sachs | 1.70% | 13F |
Percentages above are of 83,816,086 shares outstanding, as reported by Beacon Financial Corporation on its Form 10-Q dated April 30, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Beacon Financial Corporation’s 10-Q dated April 30, 2026. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.
At Beacon Financial Corporation's shareholder meeting held May 13, 2026, in the 2025-2026 proxy season, 322 asset managers reported how they voted on 18 ballot items in their SEC Form N-PX filings, covering 5,112 separate fund positions. On the most widely held item on that ballot — To approve, on a non-binding advisory basis, the compensation of our named executive officers. — FOR was 60% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: Beacon Financial Corporation's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 15, 2026.
Beacon Financial Corporation proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).
Download data (CSV): ballot items · votes by manager · column guide.