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MIDWESTONE FINANCIAL GROUP INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and MIDWESTONE FINANCIAL GROUP INC.’s Form 8-K, filed April 26, 2024 (Item 5.07 on EDGAR). Page generated October 14, 2026.

  • 7Reported items
  • 129Asset managers
  • 1,444Fund votes
  • April 25, 2024Meeting date

Results at a glance

Meeting of April 25, 2024: 5 items on MIDWESTONE FINANCIAL GROUP INC.’s Form 8-K, filed April 26, 2024: 5 without a stated outcome.

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 MIDWESTONE FINANCIAL GROUP INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by MIDWESTONE FINANCIAL GROUP INC.

These tallies are MIDWESTONE FINANCIAL GROUP INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed April 26, 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.

MIDWESTONE FINANCIAL GROUP INC. — official shareholder meeting results, meeting held April 25, 2024
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Azeemuddin Ahmed 11,076,157---- 496,3601,250,167 96%Not verified—
Elect Director: Carl J. Chaney 11,366,056---- 206,4611,250,167 98%Not verified—
Elect Director: Ruth E. Heinonen 11,025,399---- 547,1181,250,167 95%Not verified—
Elect Director: Nathaniel J. Kaeding 11,193,788---- 378,7291,250,167 97%Not verified—
A non-binding, advisory basis, proposal to approve the voting frequency for future "say-on-pay" proposals. 12,731,17384,8966,615 ---- 99.3%Not verified—

Source: MIDWESTONE FINANCIAL GROUP INC., Form 8-K, filed with the SEC on April 26, 2024 — read the filing on EDGAR.

How asset managers voted at the MIDWESTONE FINANCIAL GROUP INC. 2023-2024 meeting

Each item below shows how the 129 asset managers that disclosed a MIDWESTONE FINANCIAL GROUP 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 MIDWESTONE FINANCIAL GROUP 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.

1. Elect Director: Azeemuddin Ahmed

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 11,076,157WITHHELD: 496,360
Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Azeemuddin Ahmed

MIDWESTONE FINANCIAL GROUP INC.’s own tally for this item (“Elect Director: Azeemuddin Ahmed”): 11,076,157 for, 496,360 withheld, per its Form 8-K filed April 26, 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: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 56 asset managers below reported 3,319,218 for, 904 unknown.

FOR
FOR: 3,319,218UNKNOWN: 904
Largest asset managers voting on “To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Azeemud” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock648,6530 00For
Vanguard590,4220 00For
Dimensional563,5330 00For
John Hancock317,1610 00For
Fidelity295,0240 00For
American Century125,7240 00For
Thrivent107,0250 00For
BRIDGEWAY FUNDS INC59,2600 00For
EA Series Trust51,9280 00For
First Trust49,9970 00For
Invesco44,4510 00For
Charles Schwab38,5140 00For
Equitable35,7200 00For
TIAA33,8460 00For
Prudential/PGIM33,4330 00For
SEI33,3490 00For
HOTCHKIS & WILEY FUNDS /DE/30,7940 00For
WisdomTree29,3500 00For
QUANTITATIVE MASTER SERIES LLC26,0410 00For
Principal24,2530 00For
State Street21,5870 00For
Columbia Threadneedle16,1000 00For
Lincoln Financial15,4170 00For
JPMorgan14,8080 00For
Nationwide14,3380 00For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

2. Elect Director: Carl J. Chaney

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 11,366,056WITHHELD: 206,461
Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Carl J. Chaney

MIDWESTONE FINANCIAL GROUP INC.’s own tally for this item (“Elect Director: Carl J. Chaney”): 11,366,056 for, 206,461 withheld, per its Form 8-K filed April 26, 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: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 56 asset managers below reported 3,319,218 for, 904 unknown.

FOR
FOR: 3,319,218UNKNOWN: 904
Largest asset managers voting on “To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Carl J.” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock648,6530 00For
Vanguard590,4220 00For
Dimensional563,5330 00For
John Hancock317,1610 00For
Fidelity295,0240 00For
American Century125,7240 00For
Thrivent107,0250 00For
BRIDGEWAY FUNDS INC59,2600 00For
EA Series Trust51,9280 00For
First Trust49,9970 00For
Invesco44,4510 00For
Charles Schwab38,5140 00For
Equitable35,7200 00For
TIAA33,8460 00For
Prudential/PGIM33,4330 00For
SEI33,3490 00For
HOTCHKIS & WILEY FUNDS /DE/30,7940 00For
WisdomTree29,3500 00For
QUANTITATIVE MASTER SERIES LLC26,0410 00For
Principal24,2530 00For
State Street21,5870 00For
Columbia Threadneedle16,1000 00For
Lincoln Financial15,4170 00For
JPMorgan14,8080 00For
Nationwide14,3380 00For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

3. Elect Director: Nathaniel J. Kaeding

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 11,193,788WITHHELD: 378,729
Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Nathaniel J. Kaeding

MIDWESTONE FINANCIAL GROUP INC.’s own tally for this item (“Elect Director: Nathaniel J. Kaeding”): 11,193,788 for, 378,729 withheld, per its Form 8-K filed April 26, 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: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 56 asset managers below reported 3,196,868 for, 70,422 withheld, 51,928 abstained, 904 unknown.

FOR
FOR: 3,196,868ABSTAIN: 51,928WITHHOLD: 70,422UNKNOWN: 904
Largest asset managers voting on “To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Nathani” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock648,6530 00For
Vanguard590,4220 00For
Dimensional563,5330 00For
John Hancock317,1610 00For
Fidelity295,0240 00For
American Century125,7240 00For
Thrivent107,0250 00For
BRIDGEWAY FUNDS INC00 059,260Withhold
EA Series Trust00 51,9280Abstain
First Trust49,9970 00For
Invesco44,4510 00For
Charles Schwab38,5140 00For
Equitable35,7200 00For
TIAA33,8460 00For
Prudential/PGIM33,4330 00For
SEI33,3490 00For
HOTCHKIS & WILEY FUNDS /DE/30,7940 00For
WisdomTree29,3500 00For
QUANTITATIVE MASTER SERIES LLC26,0410 00For
Principal24,2530 00For
State Street21,5860 01For
Columbia Threadneedle16,1000 00For
Lincoln Financial15,4170 00For
JPMorgan14,8080 00For
Nationwide4,5810 09,757Mixed

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

4. Elect Director: Ruth E. Heinonen

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 11,025,399WITHHELD: 547,118
Details: description as filed, official tally, votes by 56 asset managers

Description as filed by funds: To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Ruth E. Heinonen

MIDWESTONE FINANCIAL GROUP INC.’s own tally for this item (“Elect Director: Ruth E. Heinonen”): 11,025,399 for, 547,118 withheld, per its Form 8-K filed April 26, 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: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 95% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 56 asset managers below reported 3,123,067 for, 144,223 withheld, 51,928 abstained, 904 unknown.

FOR
FOR: 3,123,067ABSTAIN: 51,928WITHHOLD: 144,223UNKNOWN: 904
Largest asset managers voting on “To elect the four individuals below to serve as Class II directors for a 3-year term expiring in 2027: Ruth E.” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock648,6530 00For
Vanguard590,4220 00For
Dimensional563,5330 00For
John Hancock317,1610 00For
Fidelity295,0240 00For
American Century125,7240 00For
Thrivent107,0250 00For
BRIDGEWAY FUNDS INC00 059,260Withhold
EA Series Trust00 51,9280Abstain
First Trust49,9970 00For
Invesco00 044,451Withhold
Charles Schwab38,5140 00For
Equitable35,7200 00For
TIAA33,8460 00For
Prudential/PGIM33,4330 00For
SEI33,3490 00For
HOTCHKIS & WILEY FUNDS /DE/30,7940 00For
WisdomTree00 029,350Withhold
QUANTITATIVE MASTER SERIES LLC26,0410 00For
Principal24,2530 00For
State Street21,5860 01For
Columbia Threadneedle16,1000 00For
Lincoln Financial15,4170 00For
JPMorgan14,8080 00For
Nationwide4,5810 09,757Mixed

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

5. TO APPROVE, ON A NON-BINDING, ADVISORY BASIS, THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS OF THE COMPANY.

No official matchFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 4 wordings of this item as funds reported it.

98% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 126 asset managers

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.

Fund voting reports: 57 asset managers voting on “TO APPROVE, ON A NON-BINDING, ADVISORY BASIS, THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS OF THE COMPANY.” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock648,6530 00For
Vanguard590,4220 00For
Dimensional563,5330 00For
John Hancock317,1610 00For
Fidelity295,0240 00For
American Century125,7240 00For
Thrivent107,0250 00For
BRIDGEWAY FUNDS INC59,2600 00For
EA Series Trust051,928 00Against
First Trust49,9970 00For
Invesco44,4510 00For
Charles Schwab38,5140 00For
Equitable35,7200 00For
TIAA33,8460 00For
Prudential/PGIM33,4330 00For
SEI33,3490 00For
HOTCHKIS & WILEY FUNDS /DE/30,7940 00For
WisdomTree29,3500 00For
QUANTITATIVE MASTER SERIES LLC26,0410 00For
Principal24,2530 00For
State Street21,5870 00For
Columbia Threadneedle16,1000 00For
Lincoln Financial15,4170 00For
JPMorgan14,8080 00For
Nationwide14,3380 00For

Fund voting reports, all 57 managers: 3,268,690 for, 51,928 against, 904 unknown. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 89 asset managers voting on “TO APPROVE, ON A NON-BINDING, ADVISORY BASIS, THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS OF THE COMPANY.” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock514,0430 00For
John Hancock354,8460 00For
GEODE CAPITAL MANAGEMENT, LLC309,4290 00For
FJ Capital Management LLC136,0860 00For
American Century126,3750 00For
Thrivent112,4410 00For
Wellington105,2140 00For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC101,8500 00For
LSV ASSET MANAGEMENT92,4220 00For
Dimensional90,1540 00For
STIFEL NICOLAUS & CO INC \MO\66,8400 00For
Fourthstone LLC62,3250 00For
Prudential/PGIM61,0950 00For
MELLON INVESTMENTS Corp59,0690 00For
Invesco49,3290 00For
State Street43,1360 00For
Charles Schwab38,5140 00For
Nuveen34,0460 00For
SEI33,8290 00For
Northern Trust28,634145 00For
Two Sigma25,7030 00For
Vanguard22,4760 00For
STRS OHIO21,7000 00For
PARAMETRIC PORTFOLIO ASSOCIATES LLC020,123 00Against
Rhumbline9,0630 00For

Institutional-manager reports, all 89 managers: 2,668,193 for, 41,951 against, 1,597 abstained, 9,063 1 year. Showing the 25 largest; see all in the interactive database.

6. A non-binding, advisory basis, proposal to approve the voting frequency for future "say-on-pay" proposals.

Outcome not verifiedFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

99.3% Majority: yes · of votes cast

FOR 99.3%
FOR: 12,731,173AGAINST: 84,896
Details: description as filed, official tally, votes by 125 asset managers

Description as filed by funds: TO APPROVE, ON A NON-BINDING, ADVISORY BASIS, THE FREQUENCY OF SHAREHOLDER VOTES TO APPROVE EXECUTIVE COMPENSATION.

MIDWESTONE FINANCIAL GROUP INC.’s own tally for this item (“A non-binding, advisory basis, proposal to approve the voting frequency for future "say-on-pay" proposals.”): 12,731,173 for, 84,896 against, per its Form 8-K filed April 26, 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: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.3% 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: 57 asset managers voting on “TO APPROVE, ON A NON-BINDING, ADVISORY BASIS, THE FREQUENCY OF SHAREHOLDER VOTES TO APPROVE EXECUTIVE COMPENSA” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock00 00--
Vanguard00 00--
Dimensional00 00--
John Hancock00 00--
Fidelity00 00--
American Century00 00--
Thrivent00 00--
BRIDGEWAY FUNDS INC00 00--
EA Series Trust00 00--
First Trust00 00--
Invesco00 00--
Charles Schwab00 00--
Equitable00 00--
TIAA00 00--
Prudential/PGIM00 00--
SEI00 00--
HOTCHKIS & WILEY FUNDS /DE/00 00--
WisdomTree00 00--
QUANTITATIVE MASTER SERIES LLC00 00--
Principal00 00--
State Street00 00--
Columbia Threadneedle00 00--
Lincoln Financial00 00--
JPMorgan00 00--
Nationwide00 00--

Fund voting reports, all 57 managers: 1,400 for, 2,744,027 1 year, 575,191 3 year, 904 unknown. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 88 asset managers voting on “TO APPROVE, ON A NON-BINDING, ADVISORY BASIS, THE FREQUENCY OF SHAREHOLDER VOTES TO APPROVE EXECUTIVE COMPENSA” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock00 00--
John Hancock00 00--
GEODE CAPITAL MANAGEMENT, LLC00 00--
FJ Capital Management LLC00 00--
American Century00 00--
Thrivent00 00--
Wellington00 00--
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC00 00--
LSV ASSET MANAGEMENT00 00--
Dimensional00 00--
STIFEL NICOLAUS & CO INC \MO\00 00--
Fourthstone LLC62,3250 00For
Prudential/PGIM00 00--
MELLON INVESTMENTS Corp00 00--
Invesco00 00--
State Street00 00--
Charles Schwab00 00--
Nuveen00 00--
SEI00 00--
Northern Trust00 00--
Two Sigma00 00--
Vanguard00 00--
STRS OHIO00 00--
PARAMETRIC PORTFOLIO ASSOCIATES LLC00 00--
Rhumbline9,0630 00For

Institutional-manager reports, all 88 managers: 77,250 for, 2,534,902 1 year, 93,691 3 year, 500 unknown. Showing the 25 largest; see all in the interactive database.

7. TO RATIFY THE APPOINTMENT OF RSM US LLP TO SERVE AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE…

No official matchAUDIT-RELATED

Combines 4 wordings of this item as funds reported it.

98% of fund votes cast · no official result

FOR
Details: description as filed, votes by 57 asset managers

Description as filed by funds: TO RATIFY THE APPOINTMENT OF RSM US LLP TO SERVE AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2024.

The 57 asset managers below reported 3,268,690 for, 51,928 against, 904 unknown. 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.

FOR: 3,268,690AGAINST: 51,928UNKNOWN: 904
Largest asset managers voting on “TO RATIFY THE APPOINTMENT OF RSM US LLP TO SERVE AS THE COMPANY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIR” at MIDWESTONE FINANCIAL GROUP INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock648,6530 00For
Vanguard590,4220 00For
Dimensional563,5330 00For
John Hancock317,1610 00For
Fidelity295,0240 00For
American Century125,7240 00For
Thrivent107,0250 00For
BRIDGEWAY FUNDS INC59,2600 00For
EA Series Trust051,928 00Against
First Trust49,9970 00For
Invesco44,4510 00For
Charles Schwab38,5140 00For
Equitable35,7200 00For
TIAA33,8460 00For
Prudential/PGIM33,4330 00For
SEI33,3490 00For
HOTCHKIS & WILEY FUNDS /DE/30,7940 00For
WisdomTree29,3500 00For
QUANTITATIVE MASTER SERIES LLC26,0410 00For
Principal24,2530 00For
State Street21,5870 00For
Columbia Threadneedle16,1000 00For
Lincoln Financial15,4170 00For
JPMorgan14,8080 00For
Nationwide14,3380 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

Largest MIDWESTONE FINANCIAL GROUP 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 15,750,471 shares outstanding at the time of that meeting.

Fund voting reports: top MIDWESTONE FINANCIAL GROUP INC. shareholders by shares voted on “TO APPROVE, ON A NON-BINDING, ADVISORY BASIS, THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS…”, 2023-2024
#Asset manager % of shares outstanding
1BlackRock 4.12%
2Vanguard 3.75%
3Dimensional 3.58%
4John Hancock 2.01%
5Fidelity 1.87%
6American Century 0.80%
7Thrivent 0.68%
8BRIDGEWAY FUNDS INC 0.38%
9EA Series Trust 0.33%
10First Trust 0.32%
Institutional-manager reports: top MIDWESTONE FINANCIAL GROUP INC. shareholders by shares voted on “TO APPROVE, ON A NON-BINDING, ADVISORY BASIS, THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS…”, 2023-2024
#Asset manager % of shares outstanding
1BlackRock 3.26%
2John Hancock 2.25%
3GEODE CAPITAL MANAGEMENT, LLC 1.96%
4FJ Capital Management LLC 0.86%
5American Century 0.80%
6Thrivent 0.71%
7Wellington 0.67%
8HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.65%
9LSV ASSET MANAGEMENT 0.59%
10Dimensional 0.57%

Reported MIDWESTONE FINANCIAL GROUP 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.

MIDWESTONE FINANCIAL GROUP INC. holdings and ownership disclosed for the 2023-2024 proxy season
Holder % outstanding Disclosure
BlackRock, Inc. 8.34% DEF14A
Vanguard Group 6.54% 13F
John S. Koza 5.22% DEF14A
Dimensional Fund Advisors 4.33% 13F
Goldman Sachs 3.71% 13F
State Street 2.06% 13F
Geode Capital 1.97% 13F
Morgan Stanley 0.97% 13F
Wellington Management 0.94% 13F
JPMorgan Chase 0.90% 13F

Percentages above are of 15,750,471 shares outstanding, as reported by MIDWESTONE FINANCIAL GROUP INC. on its Form 10-K dated March 6, 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 MIDWESTONE FINANCIAL GROUP INC.’s 10-K dated March 6, 2024. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.

At MIDWESTONE FINANCIAL GROUP INC.'s shareholder meeting held April 25, 2024, in the 2023-2024 proxy season, 129 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,444 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. MIDWESTONE FINANCIAL GROUP INC.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — TO APPROVE, ON A NON-BINDING, ADVISORY BASIS, THE COMPENSATION OF THE NAMED EXECUTIVE OFFICERS… — the reporting funds and managers cast 98% of the shares they voted in favour (FOR divided by FOR plus AGAINST plus WITHHELD; abstained and unvoted shares are excluded because neither took a side). Fund and manager reports are combined in it and may count the same shares twice: it adds fund reports to institutional-manager reports, which can cover the same shares. It is not the company's certified result.

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

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