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COMPASS INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and COMPASS INC.’s Form 8-K, filed June 7, 2024 (Item 5.07 on EDGAR). Page generated October 18, 2026.

  • 4Ballot items
  • 204Asset managers
  • 959Fund votes
  • June 5, 2024Meeting date

Results at a glance

Meeting of June 5, 2024: 4 items on COMPASS INC.’s Form 8-K, filed June 7, 2024: 2 elected · 2 approved.

Material dissent

None.

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

Proxy season: 2023-2024 2024-2025 2025-2026

Explore COMPASS INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by COMPASS INC.

These tallies are COMPASS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 7, 2024 (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.

COMPASS INC. — official shareholder meeting results, meeting held June 5, 2024
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Josh McCarter 581,543,41828,167,66192,717,426 --57,842,515 95%Elected—
Elect Director: Steven Sordello 570,484,08839,231,75692,712,661 --57,842,515 94%Elected—
2. Ratification of the Appointment of PricewaterhouseCoopers LLP as the Company's Independent Public Accounting Firm for 2024 759,773,138321,659176,223 ---- 99.9%Approved—
3. Advisory Vote to Approve 2023 Named Executive Officers Compensation 556,253,06639,625,913106,549,526 --57,842,515 93%Approved—

Source: COMPASS INC., Form 8-K, filed with the SEC on June 7, 2024 — read the filing on EDGAR.

How asset managers voted at the COMPASS INC. 2023-2024 meeting

Each item below shows how the 204 asset managers that disclosed a COMPASS INC. 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.

1. Elect Director: Josh McCarter

Official resultFund totals may overlapDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 581,543,418AGAINST: 28,167,661
Details: description as filed, official tally, votes by 53 asset managers

Description as filed by funds: Election of Class III Directors: Josh McCarter

COMPASS INC.’s own tally for this item (“Elect Director: Josh McCarter”): 581,543,418 for, 28,167,661 against, per its Form 8-K filed June 7, 2024 (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: Elected, in the filing’s own words: “Election of Class III Directors Based on the votes set forth above, each director nominee was duly elected to serve until the 2027 annual meeting of stockholders and until their successor is duly elected and qualified.”
Support: 95% 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).

Fund voting reports: 52 asset managers voting on “Election of Class III Directors: Josh McCarter” at COMPASS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard58,078,5980 00For
Fidelity27,164,6020 00For
BlackRock10,328,8680 00For
Charles Schwab2,976,5230 00For
Dimensional02,315,745 00Against
TIAA1,965,4900 00For
World Funds Trust1,500,3510 00For
Equitable438,063284,570 00Mixed
Jackson National0652,930 00Against
Goldman Sachs0595,595 00Against
Thrivent0527,572 00Against
QUANTITATIVE MASTER SERIES LLC447,3010 00For
Nushares ETF Trust444,3830 00For
Invesco331,8420 00For
Lincoln Financial241,00034,906 00Mixed
Nationwide2,504224,550 00Against
Columbia Threadneedle192,3740 00For
Victory Capital0150,521 00Against
Russell Investments141,9550 00For
Voya0141,762 00Against
AIG/SunAmerica0140,368 00Against
Northern Trust124,5160 00For
JPMorgan110,5440 00For
John Hancock0109,404 00Against
Pacific Life98,7260 00For

Fund voting reports, all 52 managers: 104,884,066 for, 5,539,609 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 1 asset manager voting on “Election of Class III Directors: Josh McCarter” at COMPASS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Kanen Wealth Management LLC7,044,0560 00For

Institutional-manager reports, all 1 managers: 7,044,056 for.

2. Elect Director: Steven Sordello

Official resultFund totals may overlapDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%
FOR: 570,484,088AGAINST: 39,231,756
Details: description as filed, official tally, votes by 53 asset managers

Description as filed by funds: Election of Class III Directors: Steven Sordello

COMPASS INC.’s own tally for this item (“Elect Director: Steven Sordello”): 570,484,088 for, 39,231,756 against, per its Form 8-K filed June 7, 2024 (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: Elected, in the filing’s own words: “Election of Class III Directors Based on the votes set forth above, each director nominee was duly elected to serve until the 2027 annual meeting of stockholders and until their successor is duly elected and qualified.”
Support: 94% 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).

Fund voting reports: 52 asset managers voting on “Election of Class III Directors: Steven Sordello” at COMPASS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard58,078,5980 00For
Fidelity27,164,6020 00For
BlackRock10,328,8680 00For
Charles Schwab02,976,523 00Against
Dimensional02,315,745 00Against
TIAA1,965,4900 00For
World Funds Trust1,500,3510 00For
Equitable438,063284,570 00Mixed
Jackson National0652,930 00Against
Goldman Sachs0595,595 00Against
Thrivent0527,572 00Against
QUANTITATIVE MASTER SERIES LLC447,3010 00For
Nushares ETF Trust444,3830 00For
Invesco0331,842 00Against
Lincoln Financial0275,906 00Against
Nationwide2,504224,550 00Against
Columbia Threadneedle0192,374 00Against
Victory Capital0150,521 00Against
Russell Investments0141,955 00Against
Voya0141,762 00Against
AIG/SunAmerica0140,368 00Against
Northern Trust124,5160 00For
JPMorgan110,5440 00For
John Hancock0109,404 00Against
Pacific Life98,7260 00For

Fund voting reports, all 52 managers: 100,874,290 for, 9,549,385 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 1 asset manager voting on “Election of Class III Directors: Steven Sordello” at COMPASS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Kanen Wealth Management LLC7,044,0560 00For

Institutional-manager reports, all 1 managers: 7,044,056 for.

3. 3. Advisory Vote to Approve 2023 Named Executive Officers Compensation

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 13 wordings of this item as funds reported it.

93% Approved · of votes cast

FOR 93%
FOR: 556,253,066AGAINST: 39,625,913
Details: description as filed, official tally, votes by 204 asset managers

Description as filed by funds: Advisory Vote to Approve 2023 Named Executive Officer Compensation ("Say-on-Pay Vote")

COMPASS INC.’s own tally for this item (“3. Advisory Vote to Approve 2023 Named Executive Officers Compensation”): 556,253,066 for, 39,625,913 against — passed, per its Form 8-K filed June 7, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Based on the votes set forth above, the stockholders approved, on an advisory basis, the 2023 compensation of the Company's named executive officers.”
Support: 93% 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).

Fund voting reports: 52 asset managers voting on “Advisory Vote to Approve 2023 Named Executive Officer Compensation ("Say-on-Pay Vote")” at COMPASS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard58,078,5980 00For
Fidelity27,164,6020 00For
BlackRock10,328,8680 00For
Charles Schwab02,976,523 00Against
Dimensional02,315,745 00Against
TIAA01,965,490 00Against
World Funds Trust1,500,3510 00For
Equitable438,063284,570 00Mixed
Jackson National0652,930 00Against
Goldman Sachs0595,595 00Against
Thrivent0527,572 00Against
QUANTITATIVE MASTER SERIES LLC447,3010 00For
Nushares ETF Trust0444,383 00Against
Invesco0331,842 00Against
Lincoln Financial241,00034,906 00Mixed
Nationwide0227,054 00Against
Columbia Threadneedle0192,374 00Against
Victory Capital0150,521 00Against
Russell Investments0141,955 00Against
Voya0141,762 00Against
AIG/SunAmerica0140,368 00Against
Northern Trust124,5160 00For
JPMorgan0110,544 00Against
John Hancock0109,404 00Against
Pacific Life98,7260 00For

Fund voting reports, all 52 managers: 98,580,645 for, 11,843,030 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 171 asset managers voting on “Advisory Vote to Approve 2023 Named Executive Officer Compensation ("Say-on-Pay Vote")” at COMPASS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
SB INVESTMENT ADVISERS (UK) LTD00 92,470,2730Abstain
Fidelity20,808,3140 00For
BlackRock9,396,43851,628 00For
Winslow Capital Management, LLC7,122,3200 00For
Kanen Wealth Management LLC7,044,0560 00For
GEODE CAPITAL MANAGEMENT, LLC7,035,2870 00For
Maple Rock Capital Partners Inc.6,965,1590 00For
Senvest Management, LLC06,669,389 00Against
State Street5,842,758150,915 00For
Granahan Investment Management, LLC04,803,617 00Against
J. Goldman & Co LP4,364,7540 00For
Charles Schwab02,976,906 00Against
DISCOVERY CAPITAL MANAGEMENT, LLC / CT2,804,8990 00For
JACOBS LEVY EQUITY MANAGEMENT, INC02,495,050 00Against
Alta Park Capital, LP2,488,4180 00For
Nuveen02,440,477 00Against
Philosophy Capital Management LLC2,168,7510 00For
BAIN CAPITAL VENTURE INVESTORS, LLC2,104,0040 00For
Northern Trust1,645,7360 00For
MELLON INVESTMENTS Corp01,361,086 00Against
DE Shaw01,088,012 00Against
MARSHALL WACE, LLP01,053,595 00Against
ANTIPODES PARTNERS Ltd0957,988 00Against
Manatuck Hill Partners, LLC0957,062 00Against
Vanguard806,4740 00For

Institutional-manager reports, all 171 managers: 82,576,364 for, 36,016,352 against, 92,470,273 abstained, 26,085 unknown. Showing the 25 largest; see all in the interactive database.

4. 2. Ratification of the Appointment of PricewaterhouseCoopers LLP as the Company's Independent Public Accounting Firm…

Official resultFund totals may overlapAUDIT-RELATEDReported outcome: Approved

Combines 4 wordings of this item as funds reported it.

99.9% Approved · of votes cast

FOR 99.9%
FOR: 759,773,138AGAINST: 321,659
Details: description as filed, official tally, votes by 53 asset managers

Description as filed by funds: Ratification of the Appointment of PricewaterhouseCoopers LLP as Our Independent Public Accounting Firm for 2024

COMPASS INC.’s own tally for this item (“2. Ratification of the Appointment of PricewaterhouseCoopers LLP as the Company's Independent Public Accounting Firm for 2024”): 759,773,138 for, 321,659 against — passed, per its Form 8-K filed June 7, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Based on the votes set forth above, the stockholders ratified the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for 2024.”
Support: 99.9% 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).

Fund voting reports: 52 asset managers voting on “Ratification of the Appointment of PricewaterhouseCoopers LLP as Our Independent Public Accounting Firm for 20” at COMPASS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard58,078,5980 00For
Fidelity27,164,6020 00For
BlackRock10,328,8680 00For
Charles Schwab2,976,5230 00For
Dimensional2,315,7450 00For
TIAA1,965,4900 00For
World Funds Trust1,500,3510 00For
Equitable722,6330 00For
Jackson National652,9300 00For
Goldman Sachs595,5950 00For
Thrivent527,5720 00For
QUANTITATIVE MASTER SERIES LLC447,3010 00For
Nushares ETF Trust444,3830 00For
Invesco331,8420 00For
Lincoln Financial275,9060 00For
Nationwide227,0540 00For
Columbia Threadneedle192,3740 00For
Victory Capital150,5210 00For
Russell Investments141,9550 00For
Voya141,7620 00For
AIG/SunAmerica140,3680 00For
Northern Trust124,5160 00For
JPMorgan110,5440 00For
John Hancock109,4040 00For
Pacific Life98,7260 00For

Fund voting reports, all 52 managers: 110,422,523 for, 1,152 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 1 asset manager voting on “Ratification of the Appointment of PricewaterhouseCoopers LLP as Our Independent Public Accounting Firm for 20” at COMPASS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Kanen Wealth Management LLC7,044,0560 00For

Institutional-manager reports, all 1 managers: 7,044,056 for.

Largest COMPASS INC. shareholders voting in 2023-2024

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 492,308,123 shares outstanding at the time of that meeting.

Fund voting reports: top COMPASS INC. shareholders by shares voted on “Advisory Vote to Approve 2023 Named Executive Officer Compensation ("Say-on-Pay Vote")”, 2023-2024
#Asset manager % of shares outstanding
1Vanguard 11.80%
2Fidelity 5.52%
3BlackRock 2.10%
4Charles Schwab 0.60%
5Dimensional 0.47%
6TIAA 0.40%
7World Funds Trust 0.30%
8Equitable 0.15%
9Jackson National 0.13%
10Goldman Sachs 0.12%
Institutional-manager reports: top COMPASS INC. shareholders by shares voted on “Advisory Vote to Approve 2023 Named Executive Officer Compensation ("Say-on-Pay Vote")”, 2023-2024
#Asset manager % of shares outstanding
1SB INVESTMENT ADVISERS (UK) LTD 18.78%
2Fidelity 4.23%
3BlackRock 1.92%
4Winslow Capital Management, LLC 1.45%
5Kanen Wealth Management LLC 1.43%
6GEODE CAPITAL MANAGEMENT, LLC 1.43%
7Maple Rock Capital Partners Inc. 1.41%
8Senvest Management, LLC 1.35%
9State Street 1.22%
10Granahan Investment Management, LLC 0.98%

Reported COMPASS INC. holdings and ownership

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.

COMPASS INC. holdings and ownership disclosed for the 2023-2024 proxy season
Holder % outstanding Disclosure
SVF Excalibur (Cayman) Limited 20.81% DEF14A
The Vanguard Group 10.48% 13G
Robert Reffkin 1.78% DEF14A
Greg Hart 0.41% DEF14A
Bradley Serwin 0.22% DEF14A
Kalani Reelitz 0.10% DEF14A
Steven Sordello 0.06% DEF14A
Charles Phillips 0.06% DEF14A
Pamela Thomas-Graham 0.05% DEF14A
Frank Martell 0.02% DEF14A

Percentages above are of 492,308,123 shares outstanding, as reported by COMPASS INC. on its Form 10-Q dated March 31, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

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 COMPASS INC.’s 10-Q dated March 31, 2024. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.

At COMPASS INC.'s shareholder meeting held June 5, 2024, in the 2023-2024 proxy season, 204 asset managers reported how they voted on 4 ballot items in their SEC Form N-PX filings, covering 959 separate fund positions. On the most widely held item on that ballot — Advisory Vote to Approve 2023 Named Executive Officer Compensation ("Say-on-Pay Vote") — COMPASS INC.'s filing reports the proposal as approved, with 93% support 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). Source: COMPASS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 7, 2024.

COMPASS INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.