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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.
Meeting of June 11, 2026: 5 items on Everforth, Inc.’s Form 8-K, filed June 16, 2026: 3 elected · 2 approved.
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
Explore Everforth, Inc. in the interactive database Compare manager voting policies
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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Mark A. Frantz | 35,357,706 | 772,906 | 18,649 | -- | 2,841,695 | 98% | Elected | — |
| Elect Director: Carol J. Lindstrom | 35,595,635 | 535,121 | 18,505 | -- | 2,841,695 | 99% | Elected | — |
| Elect Director: Arshad Matin | 35,144,146 | 986,982 | 18,133 | -- | 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 | 35,327,570 | 798,621 | 23,070 | -- | 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 | 37,892,330 | 1,076,312 | 22,314 | -- | -- | 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.
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.
Combines 5 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
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.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,092,403 | 14,314 | 0 | 0 | For |
| BlackRock | 4,376,048 | 0 | 0 | 0 | For |
| Fidelity | 2,025,924 | 0 | 0 | 0 | For |
| Invesco | 1,220,491 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 900,000 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 777,509 | 0 | 0 | 0 | For |
| Dimensional | 617,047 | 0 | 0 | 0 | For |
| State Street | 547,672 | 858 | 0 | 0 | For |
| Charles Schwab | 514,273 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 484,952 | 0 | 0 | 0 | For |
| Jackson National | 365,591 | 0 | 0 | 0 | For |
| PIMCO | 358,615 | 0 | 0 | 0 | For |
| Managed Portfolio Series | 318,100 | 0 | 0 | 0 | For |
| Pacer Funds Trust | 311,845 | 0 | 0 | 0 | For |
| AQR | 282,026 | 0 | 0 | 0 | For |
| Goldman Sachs | 221,445 | 9,341 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 226,986 | 0 | 0 | 0 | For |
| JPMorgan | 168,665 | 0 | 0 | 0 | For |
| MassMutual | 145,618 | 0 | 0 | 0 | For |
| Prudential/PGIM | 111,739 | 29,789 | 0 | 0 | Mixed |
| Victory Capital | 141,465 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 138,017 | 0 | 0 | 0 | For |
| First Trust | 131,797 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 128,075 | 0 | 0 | 0 | For |
| Federated Hermes | 121,211 | 0 | 0 | 0 | For |
Showing the 25 largest of 92 asset managers. See all 92 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
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.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,092,408 | 14,310 | 0 | 0 | For |
| BlackRock | 4,376,048 | 0 | 0 | 0 | For |
| Fidelity | 2,025,924 | 0 | 0 | 0 | For |
| Invesco | 1,220,491 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 900,000 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 777,509 | 0 | 0 | 0 | For |
| Dimensional | 617,047 | 0 | 0 | 0 | For |
| State Street | 547,698 | 832 | 0 | 0 | For |
| Charles Schwab | 514,273 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 484,952 | 0 | 0 | 0 | For |
| Jackson National | 365,591 | 0 | 0 | 0 | For |
| PIMCO | 358,615 | 0 | 0 | 0 | For |
| Managed Portfolio Series | 318,100 | 0 | 0 | 0 | For |
| Pacer Funds Trust | 311,845 | 0 | 0 | 0 | For |
| AQR | 282,026 | 0 | 0 | 0 | For |
| Goldman Sachs | 221,445 | 9,341 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 226,986 | 0 | 0 | 0 | For |
| JPMorgan | 168,665 | 0 | 0 | 0 | For |
| MassMutual | 145,618 | 0 | 0 | 0 | For |
| Prudential/PGIM | 111,739 | 29,789 | 0 | 0 | Mixed |
| Victory Capital | 141,465 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 138,017 | 0 | 0 | 0 | For |
| First Trust | 131,797 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 128,075 | 0 | 0 | 0 | For |
| Federated Hermes | 121,211 | 0 | 0 | 0 | For |
Showing the 25 largest of 92 asset managers. See all 92 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
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.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,092,404 | 14,314 | 0 | 0 | For |
| BlackRock | 4,376,048 | 0 | 0 | 0 | For |
| Fidelity | 2,025,924 | 0 | 0 | 0 | For |
| Invesco | 1,220,491 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 900,000 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 777,509 | 0 | 0 | 0 | For |
| Dimensional | 617,047 | 0 | 0 | 0 | For |
| State Street | 547,698 | 832 | 0 | 0 | For |
| Charles Schwab | 514,273 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 484,952 | 0 | 0 | 0 | For |
| Jackson National | 365,591 | 0 | 0 | 0 | For |
| PIMCO | 358,615 | 0 | 0 | 0 | For |
| Managed Portfolio Series | 318,100 | 0 | 0 | 0 | For |
| Pacer Funds Trust | 311,845 | 0 | 0 | 0 | For |
| AQR | 282,026 | 0 | 0 | 0 | For |
| Goldman Sachs | 221,445 | 9,341 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 226,986 | 0 | 0 | 0 | For |
| JPMorgan | 168,665 | 0 | 0 | 0 | For |
| MassMutual | 145,618 | 0 | 0 | 0 | For |
| Prudential/PGIM | 111,739 | 29,789 | 0 | 0 | Mixed |
| Victory Capital | 141,465 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 138,017 | 0 | 0 | 0 | For |
| First Trust | 131,797 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 128,075 | 0 | 0 | 0 | For |
| Federated Hermes | 121,211 | 0 | 0 | 0 | For |
Showing the 25 largest of 92 asset managers. See all 92 in the interactive database.
Combines 7 wordings of this item as funds reported it.
98% Approved · of votes cast
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).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,092,404 | 14,314 | 0 | 0 | For |
| BlackRock | 4,376,048 | 0 | 0 | 0 | For |
| Fidelity | 2,025,924 | 0 | 0 | 0 | For |
| Invesco | 1,220,491 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 900,000 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 777,509 | 0 | 0 | 0 | For |
| Dimensional | 617,047 | 0 | 0 | 0 | For |
| State Street | 547,698 | 832 | 0 | 0 | For |
| Charles Schwab | 514,273 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 484,952 | 0 | 0 | 0 | For |
| Jackson National | 365,591 | 0 | 0 | 0 | For |
| PIMCO | 358,615 | 0 | 0 | 0 | For |
| Managed Portfolio Series | 318,100 | 0 | 0 | 0 | For |
| Pacer Funds Trust | 311,845 | 0 | 0 | 0 | For |
| AQR | 282,026 | 0 | 0 | 0 | For |
| Goldman Sachs | 230,786 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 226,986 | 0 | 0 | 0 | For |
| JPMorgan | 168,665 | 0 | 0 | 0 | For |
| MassMutual | 145,618 | 0 | 0 | 0 | For |
| Prudential/PGIM | 141,528 | 0 | 0 | 0 | For |
| Victory Capital | 141,465 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 138,017 | 0 | 0 | 0 | For |
| First Trust | 131,797 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 128,075 | 0 | 0 | 0 | For |
| Federated Hermes | 121,211 | 0 | 0 | 0 | For |
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.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 1,783,264 | 1,427 | 0 | 0 | For |
| Invesco | 1,624,750 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,378,687 | 0 | 0 | 0 | For |
| REINHART PARTNERS, LLC. | 1,109,568 | 0 | 0 | 0 | For |
| Fidelity | 1,105,233 | 0 | 0 | 0 | For |
| AQR | 989,780 | 0 | 0 | 0 | For |
| NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 986,102 | 0 | 0 | 0 | For |
| BAMCO INC /NY/ | 900,000 | 0 | 0 | 0 | For |
| State Street | 872,274 | 154 | 0 | 0 | For |
| NEW SOUTH CAPITAL MANAGEMENT INC | 636,347 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 622,949 | 0 | 0 | 0 | For |
| Charles Schwab | 583,529 | 0 | 0 | 0 | For |
| Northern Trust | 402,660 | 0 | 0 | 0 | For |
| Vanguard | 376,301 | 0 | 0 | 0 | For |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 322,994 | 0 | 0 | 0 | For |
| Boston Partners | 305,787 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 287,590 | 0 | 0 | 0 | For |
| Prudential/PGIM | 277,334 | 0 | 0 | 0 | For |
| Aristotle Capital Boston, LLC | 265,655 | 0 | 0 | 0 | For |
| BESSEMER INVESTMENT MANAGEMENT LLC | 256,150 | 0 | 0 | 0 | For |
| Dimensional | 220,819 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 0 | 205,781 | 0 | 0 | Against |
| MELLON INVESTMENTS Corp | 196,067 | 0 | 0 | 0 | For |
| Goldman Sachs | 177,743 | 0 | 0 | 0 | For |
| Incline Global Management LLC | 158,863 | 0 | 0 | 0 | For |
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.
Combines 4 wordings of this item as funds reported it.
97% Approved · of votes cast
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.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 5,084,133 | 22,585 | 0 | 0 | For |
| BlackRock | 4,376,048 | 0 | 0 | 0 | For |
| Fidelity | 2,025,924 | 0 | 0 | 0 | For |
| Invesco | 1,220,491 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 900,000 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 777,509 | 0 | 0 | 0 | For |
| Dimensional | 617,047 | 0 | 0 | 0 | For |
| State Street | 547,662 | 868 | 0 | 0 | For |
| Charles Schwab | 514,273 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 484,952 | 0 | 0 | 0 | For |
| Jackson National | 365,591 | 0 | 0 | 0 | For |
| PIMCO | 358,615 | 0 | 0 | 0 | For |
| Managed Portfolio Series | 318,100 | 0 | 0 | 0 | For |
| Pacer Funds Trust | 311,845 | 0 | 0 | 0 | For |
| AQR | 282,026 | 0 | 0 | 0 | For |
| Goldman Sachs | 230,786 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 226,986 | 0 | 0 | 0 | For |
| JPMorgan | 168,665 | 0 | 0 | 0 | For |
| MassMutual | 145,618 | 0 | 0 | 0 | For |
| Prudential/PGIM | 141,528 | 0 | 0 | 0 | For |
| Victory Capital | 141,465 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 138,017 | 0 | 0 | 0 | For |
| First Trust | 131,797 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 128,075 | 0 | 0 | 0 | For |
| Federated Hermes | 121,211 | 0 | 0 | 0 | For |
Showing the 25 largest of 93 asset managers. See all 93 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 41,000,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 12.46% |
| 2 | BlackRock | 10.67% |
| 3 | Fidelity | 4.94% |
| 4 | Invesco | 2.98% |
| 5 | BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 2.20% |
| 6 | Delaware/Macquarie | 1.90% |
| 7 | Dimensional | 1.50% |
| 8 | State Street | 1.34% |
| 9 | Charles Schwab | 1.25% |
| 10 | Columbia Threadneedle | 1.18% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 4.35% |
| 2 | Invesco | 3.96% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 3.36% |
| 4 | REINHART PARTNERS, LLC. | 2.71% |
| 5 | Fidelity | 2.70% |
| 6 | AQR | 2.41% |
| 7 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 2.41% |
| 8 | BAMCO INC /NY/ | 2.20% |
| 9 | State Street | 2.13% |
| 10 | NEW SOUTH CAPITAL MANAGEMENT INC | 1.55% |
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 | 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.
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.