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Compiled from SEC Form N-PX filings and LUTHER BURBANK CORP.’s Form 8-K, filed October 25, 2023 (Item 5.07 on EDGAR). Page generated November 1, 2026.
Meeting of October 24, 2023: 10 items on LUTHER BURBANK CORP.’s Form 8-K, filed October 25, 2023: 8 elected · 1 approved · 1 without a stated outcome.
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
Explore LUTHER BURBANK CORP. in the interactive database Compare manager voting policies
These tallies are LUTHER BURBANK CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed October 25, 2023 (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: Renu Agrawal | 46,199,307 | -- | -- | 439,070 | 1,247,455 | 99.0% | Elected | — |
| Elect Director: John C. Erickson | 46,464,589 | -- | -- | 173,788 | 1,247,455 | 99.6% | Elected | — |
| Elect Director: Simone Lagomarsino | 46,314,785 | -- | -- | 323,592 | 1,247,455 | 99.3% | Elected | — |
| Elect Director: Anita Gentle Newcomb | 46,196,031 | -- | -- | 442,346 | 1,247,455 | 99.0% | Elected | — |
| Elect Director: Bradley M. Shuster | 45,730,611 | -- | -- | 907,766 | 1,247,455 | 98% | Elected | — |
| Elect Director: Victor S. Trione | 46,296,491 | -- | -- | 341,886 | 1,247,455 | 99.2% | Elected | — |
| Elect Director: Thomas C. Wajnert | 46,138,354 | -- | -- | 500,023 | 1,247,455 | 99% | Elected | — |
| Elect Director: M. Max Yzaguirre | 46,464,689 | -- | -- | 173,688 | 1,247,455 | 99.6% | Elected | — |
| A proposal regarding the approval, on a non-binding advisory basis, of the compensation of the Company's named executive officers was approved by the following votes: | 46,222,414 | 406,163 | 9,800 | -- | 1,247,455 | 99.1% | Approved | — |
| Shareholders determined, on a non-binding advisory basis, to recommend that the Company hold an advisory vote on the compensation of the Company's named executive officers every two years, pursuant to the following votes regarding whether the frequency of thes | 47,740,926 | 100,024 | 44,882 | -- | -- | 99.7% | Not verified | — |
Source: LUTHER BURBANK CORP., Form 8-K, filed with the SEC on October 25, 2023 — read the filing on EDGAR.
Each item below shows how the 100 asset managers that disclosed a LUTHER BURBANK CORP. 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 LUTHER BURBANK CORP.’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.
99.0% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Anita Gentle Newcomb
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: Anita Gentle Newcomb”): 46,196,031 for, 442,346 withheld, per its Form 8-K filed October 25, 2023 (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: “Shareholders elected the following individuals to the Company's Board of Directors for terms expiring at the 2024 annual meeting of shareholders: Renu Agrawal, John C. Erickson, Simone Lagomarsino, Anita Gentle Newcomb, Bradley M. Shuster, Victor S. Trione, Thomas C. Wajnert and M. Max Yzaguirre.”
Support: 99.0% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 3,366,869 for, 258,197 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 258,197 | Withhold |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 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: Election of Directors: Bradley M. Shuster
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: Bradley M. Shuster”): 45,730,611 for, 907,766 withheld, per its Form 8-K filed October 25, 2023 (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: “Shareholders elected the following individuals to the Company's Board of Directors for terms expiring at the 2024 annual meeting of shareholders: Renu Agrawal, John C. Erickson, Simone Lagomarsino, Anita Gentle Newcomb, Bradley M. Shuster, Victor S. Trione, Thomas C. Wajnert and M. Max Yzaguirre.”
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 3,305,843 for, 319,223 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 258,197 | Withhold |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 41,400 | Withhold |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 3,700 | 0 | 0 | 7,400 | Mixed |
| Invesco | 0 | 0 | 0 | 11,000 | Withhold |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: John G. Erickson
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: John C. Erickson”): 46,464,589 for, 173,788 withheld, per its Form 8-K filed October 25, 2023 (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: “Shareholders elected the following individuals to the Company's Board of Directors for terms expiring at the 2024 annual meeting of shareholders: Renu Agrawal, John C. Erickson, Simone Lagomarsino, Anita Gentle Newcomb, Bradley M. Shuster, Victor S. Trione, Thomas C. Wajnert and M. Max Yzaguirre.”
Support: 99.6% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 3,625,066 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 258,197 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: M. Max Yzaguirre
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: M. Max Yzaguirre”): 46,464,689 for, 173,688 withheld, per its Form 8-K filed October 25, 2023 (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: “Shareholders elected the following individuals to the Company's Board of Directors for terms expiring at the 2024 annual meeting of shareholders: Renu Agrawal, John C. Erickson, Simone Lagomarsino, Anita Gentle Newcomb, Bradley M. Shuster, Victor S. Trione, Thomas C. Wajnert and M. Max Yzaguirre.”
Support: 99.6% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 3,625,066 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 258,197 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Renu Agrawal
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: Renu Agrawal”): 46,199,307 for, 439,070 withheld, per its Form 8-K filed October 25, 2023 (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: “Shareholders elected the following individuals to the Company's Board of Directors for terms expiring at the 2024 annual meeting of shareholders: Renu Agrawal, John C. Erickson, Simone Lagomarsino, Anita Gentle Newcomb, Bradley M. Shuster, Victor S. Trione, Thomas C. Wajnert and M. Max Yzaguirre.”
Support: 99.0% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 3,366,869 for, 258,197 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 258,197 | Withhold |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Simone Lagomarsino
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: Simone Lagomarsino”): 46,314,785 for, 323,592 withheld, per its Form 8-K filed October 25, 2023 (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: “Shareholders elected the following individuals to the Company's Board of Directors for terms expiring at the 2024 annual meeting of shareholders: Renu Agrawal, John C. Erickson, Simone Lagomarsino, Anita Gentle Newcomb, Bradley M. Shuster, Victor S. Trione, Thomas C. Wajnert and M. Max Yzaguirre.”
Support: 99.3% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 3,625,066 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 258,197 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Thomas G. Wajnert
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: Thomas C. Wajnert”): 46,138,354 for, 500,023 withheld, per its Form 8-K filed October 25, 2023 (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: “Shareholders elected the following individuals to the Company's Board of Directors for terms expiring at the 2024 annual meeting of shareholders: Renu Agrawal, John C. Erickson, Simone Lagomarsino, Anita Gentle Newcomb, Bradley M. Shuster, Victor S. Trione, Thomas C. Wajnert and M. Max Yzaguirre.”
Support: 99% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 3,365,705 for, 259,361 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 258,197 | Withhold |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.2% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Victor S. Trione
LUTHER BURBANK CORP.’s own tally for this item (“Elect Director: Victor S. Trione”): 46,296,491 for, 341,886 withheld, per its Form 8-K filed October 25, 2023 (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: “Shareholders elected the following individuals to the Company's Board of Directors for terms expiring at the 2024 annual meeting of shareholders: Renu Agrawal, John C. Erickson, Simone Lagomarsino, Anita Gentle Newcomb, Bradley M. Shuster, Victor S. Trione, Thomas C. Wajnert and M. Max Yzaguirre.”
Support: 99.2% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 43 asset managers below reported 3,625,015 for, 51 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 258,197 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
Description as filed by funds: ADVISORY VOTE ON THE FREQUENCY OF THE VOTE ON THE COMPENSATION OF NAMED EXECUTIVE OFFICERS.
LUTHER BURBANK CORP.’s own tally for this item (“Shareholders determined, on a non-binding advisory basis, to recommend that the Company hold an advisory vote on the compensation of the Company's named executive officers every two years, pursuant to the following votes”): 47,740,926 for, 100,024 against, per its Form 8-K filed October 25, 2023 (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: 99.7% 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 |
|---|---|---|---|---|---|
| Dimensional | 0 | 0 | 0 | 0 | -- |
| BlackRock | 0 | 0 | 0 | 0 | -- |
| Vanguard | 0 | 0 | 0 | 0 | -- |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 0 | -- |
| AMERICAN BEACON FUNDS | 0 | 0 | 0 | 0 | -- |
| Fidelity | 0 | 0 | 0 | 0 | -- |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 0 | 0 | -- |
| EA Series Trust | 0 | 0 | 0 | 0 | -- |
| RBB FUND, INC. | 0 | 0 | 0 | 0 | -- |
| Northern Trust | 0 | 0 | 0 | 0 | -- |
| American Century | 0 | 0 | 0 | 0 | -- |
| Charles Schwab | 0 | 0 | 0 | 0 | -- |
| WisdomTree | 0 | 0 | 0 | 0 | -- |
| Equitable | 0 | 0 | 0 | 0 | -- |
| Principal | 0 | 0 | 0 | 0 | -- |
| Columbia Threadneedle | 0 | 0 | 0 | 0 | -- |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 0 | 0 | -- |
| Prudential/PGIM | 0 | 0 | 0 | 0 | -- |
| TIAA | 0 | 0 | 0 | 0 | -- |
| Lincoln Financial | 0 | 0 | 0 | 0 | -- |
| Invesco | 0 | 0 | 0 | 0 | -- |
| Jackson National | 0 | 0 | 0 | 0 | -- |
| Bridge Builder Trust | 0 | 0 | 0 | 0 | -- |
| AIG/SunAmerica | 0 | 0 | 0 | 0 | -- |
| Pacific Life | 0 | 0 | 0 | 0 | -- |
Fund voting reports, all 44 managers: 2,664,403 1 year, 726,186 3 year, 237,152 2 year. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0 | 0 | 0 | 0 | -- |
| BlackRock | 0 | 0 | 0 | 0 | -- |
| Renaissance | 0 | 0 | 0 | 0 | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| Dimensional | 0 | 0 | 0 | 0 | -- |
| Foundry Partners, LLC | 0 | 97,570 | 0 | 0 | Against |
| American Century | 0 | 0 | 0 | 0 | -- |
| Charles Schwab | 0 | 0 | 0 | 0 | -- |
| STRS OHIO | 0 | 0 | 0 | 0 | -- |
| State Street | 0 | 0 | 0 | 0 | -- |
| MELLON INVESTMENTS Corp | 0 | 0 | 0 | 0 | -- |
| BECKER CAPITAL MANAGEMENT INC | 0 | 0 | 0 | 0 | -- |
| AllianceBernstein | 0 | 0 | 0 | 0 | -- |
| Two Sigma | 0 | 0 | 0 | 0 | -- |
| Goldman Sachs | 0 | 0 | 0 | 0 | -- |
| Nuveen | 0 | 0 | 0 | 0 | -- |
| Vanguard | 0 | 0 | 0 | 0 | -- |
| Rhumbline | 9,560 | 0 | 0 | 0 | For |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 0 | 0 | 0 | 0 | -- |
| Invesco | 0 | 0 | 0 | 0 | -- |
| Northern Trust | 0 | 0 | 0 | 0 | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | 0 | 0 | 0 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 0 | 0 | 0 | 0 | -- |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0 | 0 | 0 | 0 | -- |
| SEI | 0 | 0 | 0 | 0 | -- |
Institutional-manager reports, all 64 managers: 9,560 for, 97,570 against, 2,084,792 1 year, 197,905 3 year, 83,974 2 year. Showing the 25 largest; see all in the interactive database.
Combines 2 wordings of this item as funds reported it.
97% Fund and manager reports combined; may count the same shares twice · no official result
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). 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 |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 258,197 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 62,252 | 0 | 0 | Against |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 41,400 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Fund voting reports, all 43 managers: 3,520,301 for, 104,765 against. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 631,479 | 0 | 0 | 0 | For |
| BlackRock | 537,119 | 0 | 0 | 0 | For |
| Renaissance | 211,343 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 204,234 | 0 | 0 | 0 | For |
| Dimensional | 197,905 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| STRS OHIO | 53,000 | 0 | 0 | 0 | For |
| State Street | 47,050 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 42,862 | 0 | 0 | Against |
| BECKER CAPITAL MANAGEMENT INC | 42,560 | 0 | 0 | 0 | For |
| AllianceBernstein | 29,980 | 0 | 0 | 0 | For |
| Two Sigma | 26,245 | 0 | 0 | 0 | For |
| Goldman Sachs | 25,789 | 0 | 0 | 0 | For |
| Nuveen | 24,727 | 0 | 0 | 0 | For |
| Vanguard | 21,193 | 0 | 0 | 0 | For |
| Rhumbline | 9,560 | 0 | 0 | 0 | For |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 0 | 15,800 | 0 | 0 | Against |
| Invesco | 14,391 | 0 | 0 | 0 | For |
| Northern Trust | 7,045 | 3,729 | 0 | 0 | Mixed |
| NEW YORK STATE COMMON RETIREMENT FUND | 9,685 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7,851 | 0 | 0 | 0 | For |
| WASHINGTON STATE INVESTMENT BOARD | 6,214 | 0 | 0 | 0 | For |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 4,680 | 0 | 0 | 0 | For |
| SEI | 4,462 | 0 | 0 | 0 | For |
Institutional-manager reports, all 63 managers: 2,300,009 for, 71,876 against, 9,560 1 year. Showing the 25 largest; see all in the interactive database.
Combines 2 wordings of this item as funds reported it.
100% of fund votes cast · no official result
The 43 asset managers below reported 3,625,066 for. 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 |
|---|---|---|---|---|---|
| Dimensional | 706,915 | 0 | 0 | 0 | For |
| BlackRock | 596,761 | 0 | 0 | 0 | For |
| Vanguard | 520,649 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 258,197 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 227,597 | 0 | 0 | 0 | For |
| Fidelity | 197,639 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 189,945 | 0 | 0 | 0 | For |
| EA Series Trust | 159,716 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 152,626 | 0 | 0 | 0 | For |
| Northern Trust | 92,449 | 0 | 0 | 0 | For |
| American Century | 77,436 | 0 | 0 | 0 | For |
| Charles Schwab | 75,765 | 0 | 0 | 0 | For |
| WisdomTree | 62,252 | 0 | 0 | 0 | For |
| Equitable | 58,577 | 0 | 0 | 0 | For |
| Principal | 56,781 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 41,400 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 24,183 | 0 | 0 | 0 | For |
| Prudential/PGIM | 22,600 | 0 | 0 | 0 | For |
| TIAA | 21,970 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 0 | For |
| Invesco | 11,000 | 0 | 0 | 0 | For |
| Jackson National | 10,431 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 8,621 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,142 | 0 | 0 | 0 | For |
| Pacific Life | 4,644 | 0 | 0 | 0 | For |
Showing the 25 largest of 43 asset managers. See all 43 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 51,027,878 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Dimensional | 1.39% |
| 2 | BlackRock | 1.17% |
| 3 | Vanguard | 1.02% |
| 4 | BRIDGEWAY FUNDS INC | 0.51% |
| 5 | AMERICAN BEACON FUNDS | 0.45% |
| 6 | Fidelity | 0.39% |
| 7 | HOTCHKIS & WILEY FUNDS /DE/ | 0.37% |
| 8 | EA Series Trust | 0.31% |
| 9 | RBB FUND, INC. | 0.30% |
| 10 | Northern Trust | 0.18% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.24% |
| 2 | BlackRock | 1.05% |
| 3 | Renaissance | 0.41% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 0.40% |
| 5 | Dimensional | 0.39% |
| 6 | Foundry Partners, LLC | 0.19% |
| 7 | American Century | 0.15% |
| 8 | Charles Schwab | 0.15% |
| 9 | STRS OHIO | 0.10% |
| 10 | State Street | 0.09% |
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 |
|---|---|---|
| John Francis Hamann, as trustee and in an individual retirement account | 27.99% | DEF14A |
| Theodore A. Hellman, solely as a trustee | 27.98% | DEF14A |
| Victor S. Trione | 21.61% | DEF14A |
| Barry A. Beal, Jr., solely as the manager of VHT Management LLC, the fiduciary advisor to | 20.58% | DEF14A |
| Madelyne Victoria Trione Trust | 20.58% | DEF14A |
| Victor Henry David Trione Trust | 20.58% | DEF14A |
| Mark H. Trione and Catherine L. Trione Trust | 8.27% | DEF14A |
| Simone Lagomarsino | 0.55% | DEF14A |
| Laura Tarantino | 0.21% | DEF14A |
| Thomas C. Wajnert | 0.15% | DEF14A |
Percentages above are of 51,027,878 shares outstanding, as reported by LUTHER BURBANK CORP. on its Form 10-Q dated July 31, 2023 (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.
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 LUTHER BURBANK CORP.’s 10-Q dated July 31, 2023. This page is a static snapshot rebuilt weekly on November 1, 2026; a live search always shows the current data.
At LUTHER BURBANK CORP.'s shareholder meeting held October 24, 2023, in the 2023-2024 proxy season, 100 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,498 separate fund positions. Their filings are grouped here into 11 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 — ADVISORY VOTE ON THE FREQUENCY OF THE VOTE ON THE COMPENSATION OF NAMED EXECUTIVE OFFICERS. — FOR was 99.7% 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: LUTHER BURBANK CORP.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on October 25, 2023.
LUTHER BURBANK CORP. proxy season coverage: 2023-2024 (this page).
Download data (CSV): ballot items · votes by manager · column guide.