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Everforth, Inc. 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and Everforth, Inc.’s Form 8-K, filed June 16, 2026 (Item 5.07 on EDGAR). Page generated October 14, 2026.

  • 5Ballot items
  • 314Asset managers
  • 2,061Fund votes
  • June 11, 2026Meeting date

Results at a glance

Meeting of June 11, 2026: 5 items on Everforth, Inc.’s Form 8-K, filed June 16, 2026: 3 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 Everforth, Inc. in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by Everforth, Inc.

These tallies are Everforth, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 16, 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.

Everforth, Inc. — official shareholder meeting results, meeting held June 11, 2026
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Mark A. Frantz 35,357,706772,90618,649 --2,841,695 98%Elected—
Elect Director: Carol J. Lindstrom 35,595,635535,12118,505 --2,841,695 99%Elected—
Elect Director: Arshad Matin 35,144,146986,98218,133 --2,841,695 97%Elected—
2. Advisory Vote on Executive Compensation The non-binding advisory vote to approve the Company's executive compensation for the year ended December 31, 2025 35,327,570798,62123,070 --2,841,695 98%Approved—
3. Ratification of Appointment of Independent Registered Public Accounting Firm The appointment of Deloitte & Touche LLP to serve as our independent registered public accounting firm for the fiscal year ending December 31, 2026 37,892,3301,076,31222,314 ---- 97%Approved—

This meeting is also recorded here as June 16, 2026; both records come from the same filing, so the date should be checked against it.

Source: Everforth, Inc., Form 8-K, filed with the SEC on June 16, 2026 — read the filing on EDGAR.

How asset managers voted at the Everforth, Inc. 2025-2026 meeting

Each item below shows how the 314 asset managers that disclosed a Everforth, 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: Arshad Matin

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 5 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 35,144,146AGAINST: 986,982
Details: description as filed, official tally, votes by 92 asset managers

Description as filed by funds: Election of the following Class I Directors: Arshad Matin

Everforth, Inc.’s own tally for this item (“Elect Director: Arshad Matin”): 35,144,146 for, 986,982 against, per its Form 8-K filed June 16, 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: Elected, in the filing’s own words: “Mark A. Frantz, Carol J. Lindstrom and Arshad Matin were elected receiving votes as follows: With the retirement of Jonathan S. Holman as a director effective as of the Annual Meeting, the number of directors on the Board was fixed at nine as previously approved by the Board.”
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 92 asset managers below reported 21,372,506 for, 180,989 against, 7,240 abstained.

FOR
FOR: 21,372,506AGAINST: 180,989ABSTAIN: 7,240
Largest asset managers voting on “Election of the following Class I Directors: Arshad Matin” at Everforth, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard5,092,40314,314 00For
BlackRock4,376,0480 00For
Fidelity2,025,9240 00For
Invesco1,220,4910 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)900,0000 00For
Delaware/Macquarie777,5090 00For
Dimensional617,0470 00For
State Street547,672858 00For
Charles Schwab514,2730 00For
Columbia Threadneedle484,9520 00For
Jackson National365,5910 00For
PIMCO358,6150 00For
Managed Portfolio Series318,1000 00For
Pacer Funds Trust311,8450 00For
AQR282,0260 00For
Goldman Sachs221,4459,341 00For
HOTCHKIS & WILEY FUNDS /DE/226,9860 00For
JPMorgan168,6650 00For
MassMutual145,6180 00For
Prudential/PGIM111,73929,789 00Mixed
Victory Capital141,4650 00For
AMERICAN BEACON FUNDS138,0170 00For
First Trust131,7970 00For
OLD WESTBURY FUNDS INC128,0750 00For
Federated Hermes121,2110 00For

Showing the 25 largest of 92 asset managers. See all 92 in the interactive database.

2. Elect Director: Carol J. Lindstrom

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 5 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 35,595,635AGAINST: 535,121
Details: description as filed, official tally, votes by 92 asset managers

Description as filed by funds: Election of the following Class I Directors: Carol J. Lindstrom

Everforth, Inc.’s own tally for this item (“Elect Director: Carol J. Lindstrom”): 35,595,635 for, 535,121 against, per its Form 8-K filed June 16, 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: Elected, in the filing’s own words: “Mark A. Frantz, Carol J. Lindstrom and Arshad Matin were elected receiving votes as follows: With the retirement of Jonathan S. Holman as a director effective as of the Annual Meeting, the number of directors on the Board was fixed at nine as previously approved by the Board.”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 92 asset managers below reported 21,372,538 for, 180,958 against, 7,240 abstained.

FOR
FOR: 21,372,538AGAINST: 180,958ABSTAIN: 7,240
Largest asset managers voting on “Election of the following Class I Directors: Carol J. Lindstrom” at Everforth, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard5,092,40814,310 00For
BlackRock4,376,0480 00For
Fidelity2,025,9240 00For
Invesco1,220,4910 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)900,0000 00For
Delaware/Macquarie777,5090 00For
Dimensional617,0470 00For
State Street547,698832 00For
Charles Schwab514,2730 00For
Columbia Threadneedle484,9520 00For
Jackson National365,5910 00For
PIMCO358,6150 00For
Managed Portfolio Series318,1000 00For
Pacer Funds Trust311,8450 00For
AQR282,0260 00For
Goldman Sachs221,4459,341 00For
HOTCHKIS & WILEY FUNDS /DE/226,9860 00For
JPMorgan168,6650 00For
MassMutual145,6180 00For
Prudential/PGIM111,73929,789 00Mixed
Victory Capital141,4650 00For
AMERICAN BEACON FUNDS138,0170 00For
First Trust131,7970 00For
OLD WESTBURY FUNDS INC128,0750 00For
Federated Hermes121,2110 00For

Showing the 25 largest of 92 asset managers. See all 92 in the interactive database.

3. Elect Director: Mark A. Frantz

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 35,357,706AGAINST: 772,906
Details: description as filed, official tally, votes by 92 asset managers

Description as filed by funds: Election of the following Class I Directors: Mark A. Frantz

Everforth, Inc.’s own tally for this item (“Elect Director: Mark A. Frantz”): 35,357,706 for, 772,906 against, per its Form 8-K filed June 16, 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: Elected, in the filing’s own words: “Mark A. Frantz, Carol J. Lindstrom and Arshad Matin were elected receiving votes as follows: With the retirement of Jonathan S. Holman as a director effective as of the Annual Meeting, the number of directors on the Board was fixed at nine as previously approved by the Board.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 92 asset managers below reported 21,369,151 for, 184,345 against, 7,240 abstained.

FOR
FOR: 21,369,151AGAINST: 184,345ABSTAIN: 7,240
Largest asset managers voting on “Election of the following Class I Directors: Mark A. Frantz” at Everforth, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard5,092,40414,314 00For
BlackRock4,376,0480 00For
Fidelity2,025,9240 00For
Invesco1,220,4910 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)900,0000 00For
Delaware/Macquarie777,5090 00For
Dimensional617,0470 00For
State Street547,698832 00For
Charles Schwab514,2730 00For
Columbia Threadneedle484,9520 00For
Jackson National365,5910 00For
PIMCO358,6150 00For
Managed Portfolio Series318,1000 00For
Pacer Funds Trust311,8450 00For
AQR282,0260 00For
Goldman Sachs221,4459,341 00For
HOTCHKIS & WILEY FUNDS /DE/226,9860 00For
JPMorgan168,6650 00For
MassMutual145,6180 00For
Prudential/PGIM111,73929,789 00Mixed
Victory Capital141,4650 00For
AMERICAN BEACON FUNDS138,0170 00For
First Trust131,7970 00For
OLD WESTBURY FUNDS INC128,0750 00For
Federated Hermes121,2110 00For

Showing the 25 largest of 92 asset managers. See all 92 in the interactive database.

4. 2. Advisory Vote on Executive Compensation The non-binding advisory vote to approve the Company's executive…

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

Combines 7 wordings of this item as funds reported it.

98% Approved · of votes cast

FOR 98%
FOR: 35,327,570AGAINST: 798,621
Details: description as filed, official tally, votes by 311 asset managers

Description as filed by funds: An advisory vote to approve the Company's named executive officer compensation for the year ended December 31, 2025;

Everforth, Inc.’s own tally for this item (“2. Advisory Vote on Executive Compensation The non-binding advisory vote to approve the Company's executive compensation for the year ended December 31, 2025”): 35,327,570 for, 798,621 against — passed, per its Form 8-K filed June 16, 2026 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Advisory Vote on Executive Compensation The non-binding advisory vote to approve the Company's executive compensation for the year ended December 31, 2025 was approved as follows:”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Also reported under other wordings, matched to the same row of Everforth, Inc.’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “Advisory Vote to Ratify Named Executive Officers' Compensation” (3 managers, Fund and manager reports combined; may count the same shares twice; no share total shown).

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: 91 asset managers voting on “An advisory vote to approve the Company's named executive officer compensation for the year ended December 31,” at Everforth, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard5,092,40414,314 00For
BlackRock4,376,0480 00For
Fidelity2,025,9240 00For
Invesco1,220,4910 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)900,0000 00For
Delaware/Macquarie777,5090 00For
Dimensional617,0470 00For
State Street547,698832 00For
Charles Schwab514,2730 00For
Columbia Threadneedle484,9520 00For
Jackson National365,5910 00For
PIMCO358,6150 00For
Managed Portfolio Series318,1000 00For
Pacer Funds Trust311,8450 00For
AQR282,0260 00For
Goldman Sachs230,7860 00For
HOTCHKIS & WILEY FUNDS /DE/226,9860 00For
JPMorgan168,6650 00For
MassMutual145,6180 00For
Prudential/PGIM141,5280 00For
Victory Capital141,4650 00For
AMERICAN BEACON FUNDS138,0170 00For
First Trust131,7970 00For
OLD WESTBURY FUNDS INC128,0750 00For
Federated Hermes121,2110 00For

Fund voting reports, all 91 managers: 21,443,803 for, 61,771 against, 7,240 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 243 asset managers voting on “An advisory vote to approve the Company's named executive officer compensation for the year ended December 31,” at Everforth, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,783,2641,427 00For
Invesco1,624,7500 00For
GEODE CAPITAL MANAGEMENT, LLC1,378,6870 00For
REINHART PARTNERS, LLC.1,109,5680 00For
Fidelity1,105,2330 00For
AQR989,7800 00For
NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST986,1020 00For
BAMCO INC /NY/900,0000 00For
State Street872,274154 00For
NEW SOUTH CAPITAL MANAGEMENT INC636,3470 00For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC622,9490 00For
Charles Schwab583,5290 00For
Northern Trust402,6600 00For
Vanguard376,3010 00For
SYSTEMATIC FINANCIAL MANAGEMENT LP322,9940 00For
Boston Partners305,7870 00For
PRINCIPAL GLOBAL INVESTORS287,5900 00For
Prudential/PGIM277,3340 00For
Aristotle Capital Boston, LLC265,6550 00For
BESSEMER INVESTMENT MANAGEMENT LLC256,1500 00For
Dimensional220,8190 00For
PARAMETRIC PORTFOLIO ASSOCIATES LLC0205,781 00Against
MELLON INVESTMENTS Corp196,0670 00For
Goldman Sachs177,7430 00For
Incline Global Management LLC158,8630 00For

Institutional-manager reports, all 243 managers: 18,716,976 for, 357,384 against, 1,154 not voted. Showing the 25 largest; see all in the interactive database.

5. 3. Ratification of Appointment of Independent Registered Public Accounting Firm The appointment of Deloitte & Touche…

Official resultAUDIT-RELATEDReported outcome: Approved

Combines 4 wordings of this item as funds reported it.

97% Approved · of votes cast

FOR 97%
FOR: 37,892,330AGAINST: 1,076,312
Details: description as filed, official tally, votes by 93 asset managers

Description as filed by funds: The ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for the year ending December 31, 2026;

Everforth, Inc.’s own tally for this item (“3. Ratification of Appointment of Independent Registered Public Accounting Firm The appointment of Deloitte & Touche LLP to serve as our independent registered public accounting firm for the fiscal year ending December 3”): 37,892,330 for, 1,076,312 against — passed, per its Form 8-K filed June 16, 2026 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Ratification of Appointment of Independent Registered Public Accounting Firm The appointment of Deloitte & Touche LLP to serve as our independent registered public accounting firm for the fiscal year ending December 31, 2026 was ratified by the Company's stockholders as follows:”
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 93 asset managers below reported 21,476,059 for, 78,788 against, 7,240 abstained.

FOR
FOR: 21,476,059AGAINST: 78,788ABSTAIN: 7,240
Largest asset managers voting on “The ratification of the appointment of Deloitte & Touche LLP as our independent registered public accounting f” at Everforth, Inc., 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard5,084,13322,585 00For
BlackRock4,376,0480 00For
Fidelity2,025,9240 00For
Invesco1,220,4910 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)900,0000 00For
Delaware/Macquarie777,5090 00For
Dimensional617,0470 00For
State Street547,662868 00For
Charles Schwab514,2730 00For
Columbia Threadneedle484,9520 00For
Jackson National365,5910 00For
PIMCO358,6150 00For
Managed Portfolio Series318,1000 00For
Pacer Funds Trust311,8450 00For
AQR282,0260 00For
Goldman Sachs230,7860 00For
HOTCHKIS & WILEY FUNDS /DE/226,9860 00For
JPMorgan168,6650 00For
MassMutual145,6180 00For
Prudential/PGIM141,5280 00For
Victory Capital141,4650 00For
AMERICAN BEACON FUNDS138,0170 00For
First Trust131,7970 00For
OLD WESTBURY FUNDS INC128,0750 00For
Federated Hermes121,2110 00For

Showing the 25 largest of 93 asset managers. See all 93 in the interactive database.

Largest Everforth, Inc. shareholders voting in 2025-2026

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 41,000,000 shares outstanding at the time of that meeting.

Fund voting reports: top Everforth, Inc. shareholders by shares voted on “The ratification of the appointment of Deloitte & Touche LLP as our independent registered…”, 2025-2026
#Asset manager % of shares outstanding
1Vanguard 12.46%
2BlackRock 10.67%
3Fidelity 4.94%
4Invesco 2.98%
5BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 2.20%
6Delaware/Macquarie 1.90%
7Dimensional 1.50%
8State Street 1.34%
9Charles Schwab 1.25%
10Columbia Threadneedle 1.18%
Institutional-manager reports: top Everforth, Inc. shareholders by shares voted on “An advisory vote to approve the Company's named executive officer compensation for the year…”, 2025-2026
#Asset manager % of shares outstanding
1BlackRock 4.35%
2Invesco 3.96%
3GEODE CAPITAL MANAGEMENT, LLC 3.36%
4REINHART PARTNERS, LLC. 2.71%
5Fidelity 2.70%
6AQR 2.41%
7NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST 2.41%
8BAMCO INC /NY/ 2.20%
9State Street 2.13%
10NEW SOUTH CAPITAL MANAGEMENT INC 1.55%

Reported Everforth, 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.

Everforth, Inc. holdings and ownership disclosed for the 2025-2026 proxy season
Holder % outstanding Disclosure
BlackRock 16.27% 13F
Vanguard Group 12.61% 13F
Vanguard Portfolio Management 8.13% 13G
AQR Capital 6.17% 13F
Dimensional Fund Advisors 4.62% 13F
Invesco 4.37% 13F
State Street 4.25% 13F
Goldman Sachs 2.18% 13F
FMR (Fidelity) 1.69% 13F
Charles Schwab 1.41% 13F

Percentages above are of 41,000,000 shares outstanding, as reported by Everforth, Inc. on its Form 10-Q dated April 24, 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.

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 Everforth, Inc.’s 10-Q dated April 24, 2026. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.

At Everforth, Inc.'s shareholder meeting held June 11, 2026, in the 2025-2026 proxy season, 314 asset managers reported how they voted on 5 ballot items in their SEC Form N-PX filings, covering 2,061 separate fund positions. On the most widely held item on that ballot — An advisory vote to approve the Company's named executive officer compensation for the year… — Everforth, Inc.'s filing reports the proposal as approved, with 98% 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: Everforth, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 16, 2026.

Everforth, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).

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