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Compiled from SEC Form N-PX filings and Forge Global Holdings, Inc.’s Form 8-K, filed January 23, 2026 (Item 5.07 on EDGAR). Page generated October 25, 2026.
Meeting of January 22, 2026: 2 items on Forge Global Holdings, Inc.’s Form 8-K, filed January 23, 2026: 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
Proxy season: 2025-2026
Explore Forge Global Holdings, Inc. in the interactive database Compare manager voting policies
These tallies are Forge Global Holdings, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed January 23, 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 |
|---|---|---|---|---|---|---|---|---|
| 1. To adopt the Merger Agreement (the "Merger Agreement Proposal") | 9,666,293 | 570 | 20,448 | -- | -- | 99.9% | Approved | — |
| 2. To approve, on a non-binding, advisory basis, certain compensation arrangements for the Company's named executive officers in connection with the Merger | 9,547,013 | 55,391 | 84,907 | -- | -- | 99.4% | Approved | — |
Source: Forge Global Holdings, Inc., Form 8-K, filed with the SEC on January 23, 2026 — read the filing on EDGAR.
Each item below shows how the 118 asset managers that disclosed a Forge Global Holdings, 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. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Forge Global Holdings, Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 3 wordings of this item as funds reported it.
99.9% Approved · of votes cast
Description as filed by funds: To consider and vote on the proposal to adopt the Agreement and Plan of Merger (as it may be amended or supplemented from time to time, the "merger agreement"), dated November 5, 2025, by and among Forge Global Holdings, Inc. ("Forge"), The Charles Schwab Corporation ("Schwab"), and Ember-Falcon Merger Sub, Inc., a wholly owned subsidiary of Schwab ("Merger Sub"), pursuant to which Merger Sub will be merged with and into Forge, with Forge surviving the merger as a wholly owned subsidiary of Schwab (the "merger," and such proposal the "merger agreement proposal").
Forge Global Holdings, Inc.’s own tally for this item (“1. To adopt the Merger Agreement (the "Merger Agreement Proposal")”): 9,666,293 for, 570 against — passed, per its Form 8-K filed January 23, 2026 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 1: To adopt the Merger Agreement (the "Merger Agreement Proposal")”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 39 asset managers below reported 1,800,536 for, 4 against, 217 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 433,278 | 0 | 0 | 0 | For |
| BlackRock | 386,589 | 0 | 0 | 0 | For |
| Investment Managers Series Trust II | 306,019 | 0 | 0 | 0 | For |
| Fidelity | 191,694 | 0 | 0 | 0 | For |
| ARBITRAGE FUNDS | 168,175 | 0 | 0 | 0 | For |
| Charles Schwab | 70,850 | 4 | 217 | 0 | For |
| Equitable | 63,946 | 0 | 0 | 0 | For |
| ALTSHARES TRUST | 25,524 | 0 | 0 | 0 | For |
| Gabelli | 25,135 | 0 | 0 | 0 | For |
| TIAA | 23,922 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 17,674 | 0 | 0 | 0 | For |
| American Century | 16,118 | 0 | 0 | 0 | For |
| GDL FUND | 15,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 5,666 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,084 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 4,958 | 0 | 0 | 0 | For |
| Global X | 4,873 | 0 | 0 | 0 | For |
| Northern Trust | 4,680 | 0 | 0 | 0 | For |
| Pacific Life | 4,433 | 0 | 0 | 0 | For |
| Brighthouse | 4,009 | 0 | 0 | 0 | For |
| John Hancock | 3,459 | 0 | 0 | 0 | For |
| Nationwide | 2,717 | 0 | 0 | 0 | For |
| Goldman Sachs | 2,637 | 0 | 0 | 0 | For |
| SEI | 2,097 | 0 | 0 | 0 | For |
| ProShares | 2,064 | 0 | 0 | 0 | For |
Showing the 25 largest of 39 asset managers. See all 39 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.4% of fund votes cast · no official result
Description as filed by funds: To consider and vote on a proposal to approve any adjournment of the special meeting, if a quorum is present and if necessary or appropriate, to solicit additional proxies if there are insufficient votes in favor of the merger agreement proposal at the time of the special meeting (such proposal, the "adjournment proposal").
The 39 asset managers below reported 1,790,601 for, 9,495 against, 662 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 433,278 | 0 | 0 | 0 | For |
| BlackRock | 386,589 | 0 | 0 | 0 | For |
| Investment Managers Series Trust II | 306,019 | 0 | 0 | 0 | For |
| Fidelity | 191,694 | 0 | 0 | 0 | For |
| ARBITRAGE FUNDS | 168,175 | 0 | 0 | 0 | For |
| Charles Schwab | 68,652 | 1,758 | 662 | 0 | For |
| Equitable | 63,946 | 0 | 0 | 0 | For |
| ALTSHARES TRUST | 25,524 | 0 | 0 | 0 | For |
| Gabelli | 25,135 | 0 | 0 | 0 | For |
| TIAA | 23,922 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 17,674 | 0 | 0 | 0 | For |
| American Century | 16,118 | 0 | 0 | 0 | For |
| GDL FUND | 15,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 0 | 5,666 | 0 | 0 | Against |
| AIG/SunAmerica | 5,084 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 4,958 | 0 | 0 | 0 | For |
| Global X | 4,873 | 0 | 0 | 0 | For |
| Northern Trust | 4,680 | 0 | 0 | 0 | For |
| Pacific Life | 4,433 | 0 | 0 | 0 | For |
| Brighthouse | 4,009 | 0 | 0 | 0 | For |
| John Hancock | 3,459 | 0 | 0 | 0 | For |
| Nationwide | 2,717 | 0 | 0 | 0 | For |
| Goldman Sachs | 2,637 | 0 | 0 | 0 | For |
| SEI | 2,097 | 0 | 0 | 0 | For |
| ProShares | 2,064 | 0 | 0 | 0 | For |
Showing the 25 largest of 39 asset managers. See all 39 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.4% Approved · of votes cast
Description as filed by funds: To consider and vote on the proposal to approve, on a non- binding advisory basis, certain compensation arrangements for Forge's named executive officers in connection with the merger (such proposal, the "compensation proposal").
Forge Global Holdings, Inc.’s own tally for this item (“2. To approve, on a non-binding, advisory basis, certain compensation arrangements for the Company's named executive officers in connection with the Merger”): 9,547,013 for, 55,391 against — passed, per its Form 8-K filed January 23, 2026 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “The proposal was approved by the votes indicated below:”
Support: 99.4% 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 | 433,278 | 0 | 0 | 0 | For |
| BlackRock | 386,589 | 0 | 0 | 0 | For |
| Investment Managers Series Trust II | 306,019 | 0 | 0 | 0 | For |
| Fidelity | 191,694 | 0 | 0 | 0 | For |
| ARBITRAGE FUNDS | 168,175 | 0 | 0 | 0 | For |
| Charles Schwab | 69,701 | 586 | 784 | 0 | For |
| Equitable | 63,946 | 0 | 0 | 0 | For |
| ALTSHARES TRUST | 25,524 | 0 | 0 | 0 | For |
| Gabelli | 25,135 | 0 | 0 | 0 | For |
| TIAA | 23,922 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 17,674 | 0 | 0 | 0 | For |
| American Century | 0 | 16,118 | 0 | 0 | Against |
| GDL FUND | 15,000 | 0 | 0 | 0 | For |
| Lincoln Financial | 5,666 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,084 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 4,958 | 0 | 0 | 0 | For |
| Global X | 4,873 | 0 | 0 | 0 | For |
| Northern Trust | 4,680 | 0 | 0 | 0 | For |
| Pacific Life | 4,433 | 0 | 0 | 0 | For |
| Brighthouse | 4,009 | 0 | 0 | 0 | For |
| John Hancock | 3,459 | 0 | 0 | 0 | For |
| Nationwide | 2,717 | 0 | 0 | 0 | For |
| Goldman Sachs | 2,637 | 0 | 0 | 0 | For |
| SEI | 2,097 | 0 | 0 | 0 | For |
| ProShares | 2,064 | 0 | 0 | 0 | For |
Fund voting reports, all 39 managers: 1,782,209 for, 17,764 against, 784 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| GLAZER CAPITAL, LLC | 343,002 | 0 | 0 | 0 | For |
| AllianceBernstein | 286,415 | 0 | 0 | 0 | For |
| BlackRock | 284,215 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 220,780 | 0 | 0 | 0 | For |
| WATER ISLAND CAPITAL LLC | 193,699 | 0 | 0 | 0 | For |
| State Street | 150,307 | 110 | 0 | 0 | For |
| Charles Schwab | 69,701 | 586 | 784 | 0 | For |
| Northern Trust | 59,178 | 0 | 0 | 0 | For |
| Vanguard | 59,163 | 0 | 0 | 0 | For |
| Gabelli | 57,215 | 0 | 0 | 0 | For |
| DE Shaw | 55,213 | 0 | 0 | 0 | For |
| AQR | 54,508 | 0 | 0 | 0 | For |
| MARSHALL WACE, LLP | 45,532 | 0 | 0 | 0 | For |
| Connor, Clark & Lunn Investment Management Ltd. | 37,695 | 0 | 0 | 0 | For |
| Renaissance | 36,307 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 34,363 | 0 | 0 | 0 | For |
| HARVEST MANAGEMENT LLC | 33,304 | 0 | 0 | 0 | For |
| Groupe la Francaise | 30,000 | 0 | 0 | 0 | For |
| Two Sigma | 27,568 | 0 | 0 | 0 | For |
| Nuveen | 24,593 | 0 | 0 | 0 | For |
| BALYASNY ASSET MANAGEMENT L.P. | 24,102 | 0 | 0 | 0 | For |
| CREDIT INDUSTRIEL ET COMMERCIAL | 20,000 | 0 | 0 | 0 | For |
| Magnetar Financial LLC | 18,778 | 0 | 0 | 0 | For |
| American Century | 0 | 16,118 | 0 | 0 | Against |
| Carlson Capital, L.P. | 15,500 | 0 | 0 | 0 | For |
Institutional-manager reports, all 91 managers: 2,267,388 for, 37,083 against, 11,784 abstained. Showing the 25 largest; see all 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 13,756,621 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 3.15% |
| 2 | BlackRock | 2.81% |
| 3 | Investment Managers Series Trust II | 2.22% |
| 4 | Fidelity | 1.39% |
| 5 | ARBITRAGE FUNDS | 1.22% |
| 6 | Charles Schwab | 0.52% |
| 7 | Equitable | 0.46% |
| 8 | ALTSHARES TRUST | 0.19% |
| 9 | Gabelli | 0.18% |
| 10 | TIAA | 0.17% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | GLAZER CAPITAL, LLC | 2.49% |
| 2 | AllianceBernstein | 2.08% |
| 3 | BlackRock | 2.07% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 1.60% |
| 5 | WATER ISLAND CAPITAL LLC | 1.41% |
| 6 | State Street | 1.09% |
| 7 | Charles Schwab | 0.52% |
| 8 | Northern Trust | 0.43% |
| 9 | Vanguard | 0.43% |
| 10 | Gabelli | 0.42% |
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 |
|---|---|---|
| Paul Luc Robert Heyvaert and Entities Affiliated with Motive Partners | 15.32% | DEF14A |
| Deutsche Börse AG | 11.76% | DEF14A |
| BlackRock, Inc. | 5.91% | 13G |
| Vanguard Group | 4.25% | 13F |
| Kelly Rodriques | 2.50% | DEF14A |
| Mark Lee | 1.22% | DEF14A |
| Morgan Stanley | 0.83% | 13F |
| Asiff Hirji | 0.60% | DEF14A |
| Jennifer Phillips | 0.57% | DEF14A |
| Drew Sievers | 0.35% | DEF14A |
Percentages above are of 13,756,621 shares outstanding, as reported by Forge Global Holdings, Inc. on its Form 10-Q dated November 12, 2025 (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 Forge Global Holdings, Inc.’s 10-Q dated November 12, 2025. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.
At Forge Global Holdings, Inc.'s shareholder meeting held January 22, 2026, in the 2025-2026 proxy season, 118 asset managers reported how they voted in their SEC Form N-PX filings, covering 414 separate fund positions. Their filings are grouped here into 3 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To consider and vote on the proposal to approve, on a non- binding advisory basis, certain… — Forge Global Holdings, Inc.'s filing reports the proposal as approved, with 99.4% 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: Forge Global Holdings, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on January 23, 2026.
Forge Global Holdings, Inc. proxy season coverage: 2025-2026 (this page).
Download data (CSV): ballot items · votes by manager · column guide.