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Compiled from SEC Form N-PX filings. Page generated October 25, 2026.
No official results are on file for this meeting: no Form 8-K tally (Item 5.07) from PREFERRED BANK has been matched to it. The figures below are the funds’ own votes from Form N-PX. They are not the meeting result, so they are not used to judge dissent.
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 PREFERRED BANK in the interactive database Compare manager voting policies
Each item below shows how the 250 asset managers that disclosed a PREFERRED BANK 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 PREFERRED BANK’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.
90% of fund votes cast · no official result
The 91 asset managers below reported 5,197,698 for, 580,036 withheld, 33,880 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 |
|---|---|---|---|---|---|
| BlackRock | 1,053,148 | 0 | 0 | 0 | For |
| Vanguard | 845,715 | 0 | 0 | 0 | For |
| T. Rowe Price | 657,985 | 0 | 0 | 0 | For |
| Dimensional | 421,505 | 0 | 0 | 0 | For |
| Charles Schwab | 395,659 | 0 | 0 | 0 | For |
| State Street | 309,435 | 0 | 0 | 1,208 | For |
| TIAA | 0 | 0 | 0 | 298,607 | Withhold |
| Fidelity | 271,841 | 0 | 0 | 996 | For |
| American Century | 211,897 | 0 | 0 | 0 | For |
| Nuveen | 0 | 0 | 0 | 131,911 | Withhold |
| OBERWEIS FUNDS | 95,000 | 0 | 0 | 0 | For |
| Goldman Sachs | 0 | 0 | 0 | 88,752 | Withhold |
| JPMorgan | 62,250 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 62,170 | 0 | 0 | 0 | For |
| WisdomTree | 54,441 | 0 | 0 | 0 | For |
| Invesco | 54,068 | 0 | 0 | 0 | For |
| Northwestern Mutual | 47,085 | 0 | 0 | 0 | For |
| SEI | 46,892 | 0 | 0 | 0 | For |
| Principal | 43,120 | 0 | 0 | 0 | For |
| EA Series Trust | 41,029 | 0 | 0 | 0 | For |
| Northern Trust | 35,743 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 33,874 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 32,700 | 0 | 0 | 0 | For |
| Equitable | 32,591 | 0 | 0 | 0 | For |
| Jackson National | 31,672 | 0 | 0 | 0 | For |
Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.
Combines 3 wordings of this item as funds reported it.
78% of fund votes cast · no official result
The 91 asset managers below reported 4,473,621 for, 1,275,286 withheld, 62,707 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 |
|---|---|---|---|---|---|
| BlackRock | 1,053,148 | 0 | 0 | 0 | For |
| Vanguard | 845,715 | 0 | 0 | 0 | For |
| T. Rowe Price | 657,985 | 0 | 0 | 0 | For |
| Dimensional | 421,505 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 395,659 | Withhold |
| State Street | 309,435 | 0 | 0 | 1,208 | For |
| TIAA | 0 | 0 | 0 | 298,607 | Withhold |
| Fidelity | 271,541 | 0 | 0 | 1,296 | For |
| American Century | 211,897 | 0 | 0 | 0 | For |
| Nuveen | 0 | 0 | 0 | 131,911 | Withhold |
| OBERWEIS FUNDS | 95,000 | 0 | 0 | 0 | For |
| Goldman Sachs | 0 | 0 | 0 | 88,752 | Withhold |
| JPMorgan | 62,250 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 62,170 | Withhold |
| WisdomTree | 0 | 0 | 0 | 54,441 | Withhold |
| Invesco | 54,068 | 0 | 0 | 0 | For |
| Northwestern Mutual | 42,400 | 0 | 0 | 4,685 | Mixed |
| SEI | 0 | 0 | 0 | 46,892 | Withhold |
| Principal | 43,120 | 0 | 0 | 0 | For |
| EA Series Trust | 41,029 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 0 | 0 | 35,743 | Withhold |
| RBC FUNDS TRUST | 0 | 0 | 33,874 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 32,700 | 0 | 0 | 0 | For |
| Equitable | 19,191 | 0 | 0 | 13,400 | Mixed |
| Jackson National | 4,579 | 0 | 27,093 | 0 | Mixed |
Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.
Combines 3 wordings of this item as funds reported it.
89% of fund votes cast · no official result
The 91 asset managers below reported 5,123,675 for, 654,059 withheld, 33,880 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 |
|---|---|---|---|---|---|
| BlackRock | 1,053,148 | 0 | 0 | 0 | For |
| Vanguard | 845,715 | 0 | 0 | 0 | For |
| T. Rowe Price | 657,985 | 0 | 0 | 0 | For |
| Dimensional | 421,505 | 0 | 0 | 0 | For |
| Charles Schwab | 395,659 | 0 | 0 | 0 | For |
| State Street | 309,435 | 0 | 0 | 1,208 | For |
| TIAA | 0 | 0 | 0 | 298,607 | Withhold |
| Fidelity | 271,841 | 0 | 0 | 996 | For |
| American Century | 211,897 | 0 | 0 | 0 | For |
| Nuveen | 0 | 0 | 0 | 131,911 | Withhold |
| OBERWEIS FUNDS | 95,000 | 0 | 0 | 0 | For |
| Goldman Sachs | 0 | 0 | 0 | 88,752 | Withhold |
| JPMorgan | 62,250 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 62,170 | Withhold |
| WisdomTree | 54,441 | 0 | 0 | 0 | For |
| Invesco | 54,068 | 0 | 0 | 0 | For |
| Northwestern Mutual | 47,085 | 0 | 0 | 0 | For |
| SEI | 46,892 | 0 | 0 | 0 | For |
| Principal | 43,120 | 0 | 0 | 0 | For |
| EA Series Trust | 41,029 | 0 | 0 | 0 | For |
| Northern Trust | 35,743 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 33,874 | 0 | Abstain |
| HOTCHKIS & WILEY FUNDS /DE/ | 32,700 | 0 | 0 | 0 | For |
| Equitable | 32,591 | 0 | 0 | 0 | For |
| Jackson National | 31,672 | 0 | 0 | 0 | For |
Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.7% of fund votes cast · no official result
The 91 asset managers below reported 5,798,905 for, 12,709 withheld. 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 |
|---|---|---|---|---|---|
| BlackRock | 1,053,148 | 0 | 0 | 0 | For |
| Vanguard | 845,715 | 0 | 0 | 0 | For |
| T. Rowe Price | 657,985 | 0 | 0 | 0 | For |
| Dimensional | 421,505 | 0 | 0 | 0 | For |
| Charles Schwab | 395,659 | 0 | 0 | 0 | For |
| State Street | 309,787 | 0 | 0 | 856 | For |
| TIAA | 298,607 | 0 | 0 | 0 | For |
| Fidelity | 272,837 | 0 | 0 | 0 | For |
| American Century | 211,897 | 0 | 0 | 0 | For |
| Nuveen | 131,911 | 0 | 0 | 0 | For |
| OBERWEIS FUNDS | 95,000 | 0 | 0 | 0 | For |
| Goldman Sachs | 88,752 | 0 | 0 | 0 | For |
| JPMorgan | 62,250 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 62,170 | 0 | 0 | 0 | For |
| WisdomTree | 54,441 | 0 | 0 | 0 | For |
| Invesco | 54,068 | 0 | 0 | 0 | For |
| Northwestern Mutual | 47,085 | 0 | 0 | 0 | For |
| SEI | 46,892 | 0 | 0 | 0 | For |
| Principal | 43,120 | 0 | 0 | 0 | For |
| EA Series Trust | 41,029 | 0 | 0 | 0 | For |
| Northern Trust | 35,743 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 33,874 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 32,700 | 0 | 0 | 0 | For |
| Equitable | 32,591 | 0 | 0 | 0 | For |
| Jackson National | 31,672 | 0 | 0 | 0 | For |
Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% of fund votes cast · no official result
The 91 asset managers below reported 5,811,042 for, 572 withheld. 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 |
|---|---|---|---|---|---|
| BlackRock | 1,053,148 | 0 | 0 | 0 | For |
| Vanguard | 845,715 | 0 | 0 | 0 | For |
| T. Rowe Price | 657,985 | 0 | 0 | 0 | For |
| Dimensional | 421,505 | 0 | 0 | 0 | For |
| Charles Schwab | 395,659 | 0 | 0 | 0 | For |
| State Street | 310,071 | 0 | 0 | 572 | For |
| TIAA | 298,607 | 0 | 0 | 0 | For |
| Fidelity | 272,837 | 0 | 0 | 0 | For |
| American Century | 211,897 | 0 | 0 | 0 | For |
| Nuveen | 131,911 | 0 | 0 | 0 | For |
| OBERWEIS FUNDS | 95,000 | 0 | 0 | 0 | For |
| Goldman Sachs | 88,752 | 0 | 0 | 0 | For |
| JPMorgan | 62,250 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 62,170 | 0 | 0 | 0 | For |
| WisdomTree | 54,441 | 0 | 0 | 0 | For |
| Invesco | 54,068 | 0 | 0 | 0 | For |
| Northwestern Mutual | 47,085 | 0 | 0 | 0 | For |
| SEI | 46,892 | 0 | 0 | 0 | For |
| Principal | 43,120 | 0 | 0 | 0 | For |
| EA Series Trust | 41,029 | 0 | 0 | 0 | For |
| Northern Trust | 35,743 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 33,874 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 32,700 | 0 | 0 | 0 | For |
| Equitable | 32,591 | 0 | 0 | 0 | For |
| Jackson National | 31,672 | 0 | 0 | 0 | For |
Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99% of fund votes cast · no official result
The 91 asset managers below reported 5,736,783 for, 74,831 withheld. 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 |
|---|---|---|---|---|---|
| BlackRock | 1,053,148 | 0 | 0 | 0 | For |
| Vanguard | 845,715 | 0 | 0 | 0 | For |
| T. Rowe Price | 657,985 | 0 | 0 | 0 | For |
| Dimensional | 421,505 | 0 | 0 | 0 | For |
| Charles Schwab | 395,659 | 0 | 0 | 0 | For |
| State Street | 309,787 | 0 | 0 | 856 | For |
| TIAA | 298,607 | 0 | 0 | 0 | For |
| Fidelity | 272,837 | 0 | 0 | 0 | For |
| American Century | 211,897 | 0 | 0 | 0 | For |
| Nuveen | 131,911 | 0 | 0 | 0 | For |
| OBERWEIS FUNDS | 95,000 | 0 | 0 | 0 | For |
| Goldman Sachs | 88,752 | 0 | 0 | 0 | For |
| JPMorgan | 62,250 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 0 | 0 | 62,170 | Withhold |
| WisdomTree | 54,441 | 0 | 0 | 0 | For |
| Invesco | 54,068 | 0 | 0 | 0 | For |
| Northwestern Mutual | 47,085 | 0 | 0 | 0 | For |
| SEI | 46,892 | 0 | 0 | 0 | For |
| Principal | 43,120 | 0 | 0 | 0 | For |
| EA Series Trust | 41,029 | 0 | 0 | 0 | For |
| Northern Trust | 35,743 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 33,874 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 32,700 | 0 | 0 | 0 | For |
| Equitable | 32,591 | 0 | 0 | 0 | For |
| Jackson National | 31,672 | 0 | 0 | 0 | For |
Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.7% 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 |
|---|---|---|---|---|---|
| World Funds Trust | 63,497 | 0 | 0 | 0 | For |
| JPMorgan | 62,250 | 0 | 0 | 0 | For |
| EA Series Trust | 41,029 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 33,874 | 0 | 0 | 0 | For |
| Jackson National | 31,672 | 0 | 0 | 0 | For |
| John Hancock | 14,815 | 0 | 0 | 0 | For |
| Allianz | 8,561 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 7,307 | 0 | 0 | 0 | For |
| EntrepreneurShares Series Trust | 5,735 | 0 | 0 | 0 | For |
| ETF Series Solutions | 4,782 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,418 | 0 | 0 | 0 | For |
| Vericimetry Funds | 3,270 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 2,039 | 0 | 0 | 0 | For |
| Lincoln Financial | 2,031 | 0 | 0 | 0 | For |
| Zacks Trust | 1,819 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 0 | 988 | 0 | 0 | Against |
| Brighthouse | 902 | 0 | 0 | 0 | For |
| SARATOGA ADVANTAGE TRUST | 743 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 158 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 48 | 0 | 0 | 0 | For |
| SYNTAX ETF TRUST | 37 | 0 | 0 | 0 | For |
| Managed Portfolio Series | 35 | 0 | 0 | 0 | For |
| GPS Funds I | 6 | 0 | 0 | 0 | For |
Fund voting reports, all 23 managers: 288,028 for, 988 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| MALTESE CAPITAL MANAGEMENT LLC | 124,200 | 0 | 0 | 0 | For |
| Northern Trust | 104,500 | 9 | 0 | 0 | For |
| ENVESTNET ASSET MANAGEMENT INC | 12,875 | 0 | 0 | 0 | For |
| JPMorgan | 7,137 | 0 | 0 | 0 | For |
| INTRUST BANK NA | 6,394 | 0 | 0 | 0 | For |
| ADVISOR PARTNERS II, LLC | 5,815 | 0 | 0 | 0 | For |
| BOKF, NA | 3,884 | 0 | 0 | 0 | For |
| Natixis | 3,461 | 0 | 0 | 0 | For |
| ZACKS INVESTMENT MANAGEMENT | 2,562 | 0 | 0 | 0 | For |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 1,759 | 0 | 0 | 0 | For |
| CORNERCAP INVESTMENT COUNSEL INC | 1,375 | 0 | 0 | 0 | For |
| Pitcairn Trust Co LLC | 1,148 | 0 | 0 | 0 | For |
| Mount Yale Investment Advisors, LLC | 995 | 0 | 0 | 0 | For |
| PNC BANK, NATIONAL ASSOCIATION | 811 | 0 | 0 | 0 | For |
| Jackson Creek Investment Advisors LLC | 749 | 0 | 0 | 0 | For |
| MassMutual | 714 | 0 | 0 | 0 | For |
| First Trust | 0 | 697 | 0 | 0 | Against |
| XPONANCE, INC. | 658 | 0 | 0 | 0 | For |
| LPL Financial LLC | 580 | 0 | 0 | 0 | For |
| US BANK NATIONAL ASSOCIATION | 505 | 0 | 0 | 0 | For |
| Copeland Capital Management, LLC | 459 | 0 | 0 | 0 | For |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0 | 0 | 392 | 0 | Abstain |
| Burns Matteson Capital Management, LLC | 368 | 0 | 0 | 0 | For |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 280 | 0 | 0 | 0 | For |
| Freedom Investment Management, Inc. | 234 | 0 | 0 | 0 | For |
Institutional-manager reports, all 53 managers: 282,606 for, 706 against, 392 abstained. Showing the 25 largest; see all in the interactive database.
99.7% of fund votes cast · no official result
The 67 asset managers below reported 5,068,780 for, 10,499 withheld. 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 |
|---|---|---|---|---|---|
| BlackRock | 1,053,148 | 0 | 0 | 0 | For |
| Vanguard | 845,715 | 0 | 0 | 0 | For |
| T. Rowe Price | 657,985 | 0 | 0 | 0 | For |
| Dimensional | 421,505 | 0 | 0 | 0 | For |
| State Street | 309,787 | 0 | 0 | 856 | For |
| TIAA | 298,607 | 0 | 0 | 0 | For |
| Fidelity | 272,537 | 0 | 0 | 0 | For |
| American Century | 211,897 | 0 | 0 | 0 | For |
| Nuveen | 131,911 | 0 | 0 | 0 | For |
| OBERWEIS FUNDS | 95,000 | 0 | 0 | 0 | For |
| Goldman Sachs | 88,752 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 62,170 | 0 | 0 | 0 | For |
| WisdomTree | 54,441 | 0 | 0 | 0 | For |
| Invesco | 54,068 | 0 | 0 | 0 | For |
| Northwestern Mutual | 47,085 | 0 | 0 | 0 | For |
| Principal | 43,120 | 0 | 0 | 0 | For |
| Northern Trust | 35,743 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 32,700 | 0 | 0 | 0 | For |
| Equitable | 32,591 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 29,521 | 0 | 0 | 0 | For |
| Victory Capital | 23,610 | 0 | 0 | 0 | For |
| Royce | 23,072 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 20,833 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 19,939 | 0 | 0 | 0 | For |
| Lincoln Financial | 19,846 | 0 | 0 | 0 | For |
Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.
99.9% of fund votes cast · no official result
The 67 asset managers below reported 5,078,707 for, 572 withheld. 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 |
|---|---|---|---|---|---|
| BlackRock | 1,053,148 | 0 | 0 | 0 | For |
| Vanguard | 845,715 | 0 | 0 | 0 | For |
| T. Rowe Price | 657,985 | 0 | 0 | 0 | For |
| Dimensional | 421,505 | 0 | 0 | 0 | For |
| State Street | 310,071 | 0 | 0 | 572 | For |
| TIAA | 298,607 | 0 | 0 | 0 | For |
| Fidelity | 272,537 | 0 | 0 | 0 | For |
| American Century | 211,897 | 0 | 0 | 0 | For |
| Nuveen | 131,911 | 0 | 0 | 0 | For |
| OBERWEIS FUNDS | 95,000 | 0 | 0 | 0 | For |
| Goldman Sachs | 88,752 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 62,170 | 0 | 0 | 0 | For |
| WisdomTree | 54,441 | 0 | 0 | 0 | For |
| Invesco | 54,068 | 0 | 0 | 0 | For |
| Northwestern Mutual | 47,085 | 0 | 0 | 0 | For |
| Principal | 43,120 | 0 | 0 | 0 | For |
| Northern Trust | 35,743 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 32,700 | 0 | 0 | 0 | For |
| Equitable | 32,591 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 29,521 | 0 | 0 | 0 | For |
| Victory Capital | 23,610 | 0 | 0 | 0 | For |
| Royce | 23,072 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 20,833 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 19,939 | 0 | 0 | 0 | For |
| Lincoln Financial | 19,846 | 0 | 0 | 0 | For |
Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.
99.9% of fund votes cast · no official result
The 18 asset managers below reported 185,728 for, 48 withheld, 33,874 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 |
|---|---|---|---|---|---|
| JPMorgan | 62,250 | 0 | 0 | 0 | For |
| EA Series Trust | 41,029 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 0 | 33,874 | 0 | Abstain |
| Jackson National | 31,672 | 0 | 0 | 0 | For |
| John Hancock | 14,815 | 0 | 0 | 0 | For |
| Allianz | 8,561 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 7,307 | 0 | 0 | 0 | For |
| EntrepreneurShares Series Trust | 5,735 | 0 | 0 | 0 | For |
| ETF Series Solutions | 4,782 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,418 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 2,039 | 0 | 0 | 0 | For |
| Lincoln Financial | 2,031 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 988 | 0 | 0 | 0 | For |
| Brighthouse | 902 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 158 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 0 | 0 | 0 | 48 | Withhold |
| Managed Portfolio Series | 35 | 0 | 0 | 0 | For |
| GPS Funds I | 6 | 0 | 0 | 0 | For |
100% of fund votes cast · no official result
The 18 asset managers below reported 219,650 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 |
|---|---|---|---|---|---|
| JPMorgan | 62,250 | 0 | 0 | 0 | For |
| EA Series Trust | 41,029 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 33,874 | 0 | 0 | 0 | For |
| Jackson National | 31,672 | 0 | 0 | 0 | For |
| John Hancock | 14,815 | 0 | 0 | 0 | For |
| Allianz | 8,561 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 7,307 | 0 | 0 | 0 | For |
| EntrepreneurShares Series Trust | 5,735 | 0 | 0 | 0 | For |
| ETF Series Solutions | 4,782 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,418 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 2,039 | 0 | 0 | 0 | For |
| Lincoln Financial | 2,031 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 988 | 0 | 0 | 0 | For |
| Brighthouse | 902 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 158 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund III | 48 | 0 | 0 | 0 | For |
| Managed Portfolio Series | 35 | 0 | 0 | 0 | For |
| GPS Funds I | 6 | 0 | 0 | 0 | For |
100% of fund votes cast · no official result
The 12 asset managers below reported 512,685 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 |
|---|---|---|---|---|---|
| Charles Schwab | 395,659 | 0 | 0 | 0 | For |
| SEI | 46,892 | 0 | 0 | 0 | For |
| Federated Hermes | 27,821 | 0 | 0 | 0 | For |
| Russell Investments | 8,208 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 7,800 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 7,406 | 0 | 0 | 0 | For |
| Putnam | 6,741 | 0 | 0 | 0 | For |
| Global X | 6,151 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 4,822 | 0 | 0 | 0 | For |
| Prudential/PGIM | 698 | 0 | 0 | 0 | For |
| Fidelity | 300 | 0 | 0 | 0 | For |
| Nationwide | 187 | 0 | 0 | 0 | For |
100% of fund votes cast · no official result
The 12 asset managers below reported 512,685 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 |
|---|---|---|---|---|---|
| Charles Schwab | 395,659 | 0 | 0 | 0 | For |
| SEI | 46,892 | 0 | 0 | 0 | For |
| Federated Hermes | 27,821 | 0 | 0 | 0 | For |
| Russell Investments | 8,208 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 7,800 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 7,406 | 0 | 0 | 0 | For |
| Putnam | 6,741 | 0 | 0 | 0 | For |
| Global X | 6,151 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 4,822 | 0 | 0 | 0 | For |
| Prudential/PGIM | 698 | 0 | 0 | 0 | For |
| Fidelity | 300 | 0 | 0 | 0 | For |
| Nationwide | 187 | 0 | 0 | 0 | For |
Combines 2 wordings of this item as funds reported it.
100% 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 |
|---|---|---|---|---|---|
| World Funds Trust | 63,497 | 0 | 0 | 0 | For |
| Zacks Trust | 1,819 | 0 | 0 | 0 | For |
| SARATOGA ADVANTAGE TRUST | 743 | 0 | 0 | 0 | For |
| SYNTAX ETF TRUST | 37 | 0 | 0 | 0 | For |
Fund voting reports, all 4 managers: 66,096 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Jackson Creek Investment Advisors LLC | 5,992 | 0 | 0 | 0 | For |
| Boltwood Capital Management | 24 | 0 | 0 | 0 | For |
Institutional-manager reports, all 2 managers: 6,016 for.
41% of fund votes cast · no official result
The 67 asset managers below reported 2,067,878 for, 2,986,593 against, 24,808 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 |
|---|---|---|---|---|---|
| BlackRock | 1,053,148 | 0 | 0 | 0 | For |
| Vanguard | 845,715 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 657,985 | 0 | 0 | Against |
| Dimensional | 0 | 421,505 | 0 | 0 | Against |
| State Street | 2,107 | 308,536 | 0 | 0 | Against |
| TIAA | 0 | 298,607 | 0 | 0 | Against |
| Fidelity | 2,071 | 270,466 | 0 | 0 | Against |
| American Century | 0 | 211,897 | 0 | 0 | Against |
| Nuveen | 0 | 131,911 | 0 | 0 | Against |
| OBERWEIS FUNDS | 0 | 95,000 | 0 | 0 | Against |
| Goldman Sachs | 0 | 88,752 | 0 | 0 | Against |
| Columbia Threadneedle | 62,170 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 54,441 | 0 | 0 | Against |
| Invesco | 54,068 | 0 | 0 | 0 | For |
| Northwestern Mutual | 0 | 47,085 | 0 | 0 | Against |
| Principal | 0 | 43,120 | 0 | 0 | Against |
| Northern Trust | 0 | 35,743 | 0 | 0 | Against |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 32,700 | 0 | 0 | Against |
| Equitable | 19,191 | 13,400 | 0 | 0 | Mixed |
| AMERICAN BEACON FUNDS | 0 | 29,521 | 0 | 0 | Against |
| Victory Capital | 0 | 23,610 | 0 | 0 | Against |
| Royce | 0 | 0 | 23,072 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 20,833 | 0 | 0 | Against |
| AIG/SunAmerica | 0 | 19,939 | 0 | 0 | Against |
| Lincoln Financial | 10,946 | 8,900 | 0 | 0 | Mixed |
Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.
Combines 3 wordings of this item as funds reported it.
80% of fund votes cast · no official result
The 38 asset managers below reported 642,234 for, 160,240 against. 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 |
|---|---|---|---|---|---|
| Charles Schwab | 395,659 | 0 | 0 | 0 | For |
| World Funds Trust | 63,497 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 62,250 | 0 | 0 | Against |
| SEI | 46,892 | 0 | 0 | 0 | For |
| EA Series Trust | 41,029 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 0 | 33,874 | 0 | 0 | Against |
| Jackson National | 0 | 31,672 | 0 | 0 | Against |
| Federated Hermes | 27,821 | 0 | 0 | 0 | For |
| John Hancock | 0 | 14,815 | 0 | 0 | Against |
| Allianz | 6,722 | 1,839 | 0 | 0 | Mixed |
| Russell Investments | 8,208 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 7,800 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 7,406 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 7,307 | 0 | 0 | 0 | For |
| Putnam | 0 | 6,741 | 0 | 0 | Against |
| Global X | 6,151 | 0 | 0 | 0 | For |
| EntrepreneurShares Series Trust | 5,735 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 4,822 | 0 | 0 | 0 | For |
| ETF Series Solutions | 0 | 4,782 | 0 | 0 | Against |
| Bridge Builder Trust | 3,418 | 0 | 0 | 0 | For |
| Vericimetry Funds | 3,270 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 1,699 | 340 | 0 | 0 | Mixed |
| Lincoln Financial | 0 | 2,031 | 0 | 0 | Against |
| Zacks Trust | 1,819 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 0 | 988 | 0 | 0 | Against |
Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.
0% 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 |
|---|---|---|---|---|---|
| BlackRock | 0 | 0 | 0 | 0 | -- |
| Vanguard | 0 | 0 | 0 | 0 | -- |
| T. Rowe Price | 0 | 0 | 0 | 0 | -- |
| Dimensional | 0 | 0 | 0 | 0 | -- |
| State Street | 0 | 0 | 0 | 0 | -- |
| TIAA | 0 | 0 | 0 | 0 | -- |
| Fidelity | 0 | 0 | 0 | 0 | -- |
| American Century | 0 | 0 | 0 | 0 | -- |
| Nuveen | 0 | 0 | 0 | 0 | -- |
| OBERWEIS FUNDS | 0 | 0 | 0 | 0 | -- |
| Goldman Sachs | 0 | 0 | 0 | 0 | -- |
| Columbia Threadneedle | 0 | 0 | 0 | 0 | -- |
| WisdomTree | 0 | 0 | 0 | 0 | -- |
| Invesco | 0 | 0 | 0 | 0 | -- |
| Northwestern Mutual | 0 | 0 | 0 | 0 | -- |
| Principal | 0 | 0 | 0 | 0 | -- |
| Northern Trust | 0 | 0 | 0 | 0 | -- |
| HOTCHKIS & WILEY FUNDS /DE/ | 0 | 0 | 0 | 0 | -- |
| Equitable | 0 | 0 | 0 | 0 | -- |
| AMERICAN BEACON FUNDS | 0 | 0 | 0 | 0 | -- |
| Victory Capital | 0 | 0 | 0 | 0 | -- |
| Royce | 0 | 0 | 23,072 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 0 | -- |
| AIG/SunAmerica | 0 | 0 | 0 | 0 | -- |
| Lincoln Financial | 0 | 0 | 0 | 0 | -- |
Fund voting reports, all 66 managers: 24,808 abstained, 4,414,912 1 year, 639,533 3 year. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| T. Rowe Price | 0 | 0 | 0 | 0 | -- |
| Nuveen | 0 | 0 | 0 | 0 | -- |
| State Street | 0 | 0 | 0 | 0 | -- |
| Boston Partners | 0 | 0 | 0 | 0 | -- |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| American Century | 0 | 0 | 0 | 0 | -- |
| Stieven Capital Advisors, L.P. | 0 | 0 | 0 | 0 | -- |
| BlackRock | 0 | 0 | 0 | 0 | -- |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0 | 0 | 0 | 0 | -- |
| OBERWEIS ASSET MANAGEMENT INC/ | 0 | 0 | 0 | 0 | -- |
| RBC Global Asset Management (U.S.) | 0 | 0 | 0 | 0 | -- |
| JPMorgan | 0 | 0 | 0 | 0 | -- |
| PRINCIPAL GLOBAL INVESTORS | 0 | 0 | 0 | 0 | -- |
| Renaissance | 0 | 0 | 0 | 0 | -- |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0 | 0 | 0 | 0 | -- |
| MELLON INVESTMENTS Corp | 0 | 0 | 0 | 0 | -- |
| Dimensional | 0 | 0 | 0 | 0 | -- |
| Invesco | 0 | 0 | 0 | 0 | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 0 | 0 | 0 | 0 | -- |
| Goldman Sachs | 0 | 0 | 0 | 0 | -- |
| Eaton Vance | 0 | 0 | 0 | 0 | -- |
| AQR | 0 | 0 | 0 | 0 | -- |
| Brandywine Global Investment Management, LLC | 0 | 0 | 0 | 0 | -- |
| KENNEDY CAPITAL MANAGEMENT LLC | 0 | 0 | 0 | 0 | -- |
| BNY Mellon | 0 | 0 | 0 | 0 | -- |
Institutional-manager reports, all 100 managers: 3,933 against, 1,757 abstained, 4,115,784 1 year, 273,013 3 year. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
100% 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 |
|---|---|---|---|---|---|
| World Funds Trust | 0 | 0 | 0 | 0 | -- |
| JPMorgan | 0 | 0 | 0 | 0 | -- |
| EA Series Trust | 0 | 0 | 0 | 0 | -- |
| RBC FUNDS TRUST | 0 | 0 | 0 | 0 | -- |
| Jackson National | 0 | 0 | 0 | 0 | -- |
| John Hancock | 0 | 0 | 0 | 0 | -- |
| Allianz | 0 | 0 | 0 | 0 | -- |
| RBB FUND, INC. | 0 | 0 | 0 | 0 | -- |
| EntrepreneurShares Series Trust | 0 | 0 | 0 | 0 | -- |
| ETF Series Solutions | 0 | 0 | 0 | 0 | -- |
| Bridge Builder Trust | 0 | 0 | 0 | 0 | -- |
| Vericimetry Funds | 3,270 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 0 | 0 | 0 | 0 | -- |
| Lincoln Financial | 0 | 0 | 0 | 0 | -- |
| Zacks Trust | 0 | 0 | 0 | 0 | -- |
| TRUST FOR PROFESSIONAL MANAGERS | 0 | 0 | 0 | 0 | -- |
| Brighthouse | 0 | 0 | 0 | 0 | -- |
| SARATOGA ADVANTAGE TRUST | 0 | 0 | 0 | 0 | -- |
| CITY NATIONAL ROCHDALE FUNDS | 0 | 0 | 0 | 0 | -- |
| Advisors' Inner Circle Fund III | 0 | 0 | 0 | 0 | -- |
| SYNTAX ETF TRUST | 0 | 0 | 0 | 0 | -- |
| Managed Portfolio Series | 0 | 0 | 0 | 0 | -- |
| GPS Funds I | 0 | 0 | 0 | 0 | -- |
Fund voting reports, all 23 managers: 3,270 for, 277,668 1 year, 8,078 3 year.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| MALTESE CAPITAL MANAGEMENT LLC | 0 | 0 | 0 | 0 | -- |
| Northern Trust | 0 | 0 | 0 | 0 | -- |
| ENVESTNET ASSET MANAGEMENT INC | 0 | 0 | 0 | 0 | -- |
| JPMorgan | 48 | 0 | 0 | 0 | For |
| INTRUST BANK NA | 0 | 0 | 0 | 0 | -- |
| ADVISOR PARTNERS II, LLC | 0 | 0 | 0 | 0 | -- |
| BOKF, NA | 0 | 0 | 0 | 0 | -- |
| Natixis | 0 | 0 | 0 | 0 | -- |
| ZACKS INVESTMENT MANAGEMENT | 0 | 0 | 0 | 0 | -- |
| BlackRock | 0 | 0 | 0 | 0 | -- |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 0 | 0 | 0 | 0 | -- |
| CORNERCAP INVESTMENT COUNSEL INC | 0 | 0 | 0 | 0 | -- |
| Pitcairn Trust Co LLC | 0 | 0 | 0 | 0 | -- |
| PNC BANK, NATIONAL ASSOCIATION | 0 | 0 | 0 | 0 | -- |
| MassMutual | 0 | 0 | 0 | 0 | -- |
| First Trust | 0 | 0 | 0 | 0 | -- |
| XPONANCE, INC. | 0 | 0 | 0 | 0 | -- |
| LPL Financial LLC | 0 | 0 | 0 | 0 | -- |
| US BANK NATIONAL ASSOCIATION | 0 | 0 | 0 | 0 | -- |
| Copeland Capital Management, LLC | 0 | 0 | 0 | 0 | -- |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0 | 0 | 0 | 0 | -- |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0 | 0 | 280 | 0 | Abstain |
| Freedom Investment Management, Inc. | 0 | 0 | 0 | 0 | -- |
| Savant Capital, LLC | 0 | 0 | 0 | 0 | -- |
| UMB Bank, n.a. | 0 | 0 | 0 | 0 | -- |
Institutional-manager reports, all 47 managers: 48 for, 280 abstained, 273,873 1 year, 9,767 3 year, 73 unknown. Showing the 25 largest; see all in the interactive database.
95% 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 |
|---|---|---|---|---|---|
| BlackRock | 1,053,148 | 0 | 0 | 0 | For |
| Vanguard | 845,715 | 0 | 0 | 0 | For |
| T. Rowe Price | 657,985 | 0 | 0 | 0 | For |
| Dimensional | 421,505 | 0 | 0 | 0 | For |
| State Street | 309,718 | 925 | 0 | 0 | For |
| TIAA | 298,607 | 0 | 0 | 0 | For |
| Fidelity | 272,537 | 0 | 0 | 0 | For |
| American Century | 0 | 211,897 | 0 | 0 | Against |
| Nuveen | 131,911 | 0 | 0 | 0 | For |
| OBERWEIS FUNDS | 95,000 | 0 | 0 | 0 | For |
| Goldman Sachs | 88,752 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 62,170 | 0 | 0 | 0 | For |
| WisdomTree | 54,441 | 0 | 0 | 0 | For |
| Invesco | 54,068 | 0 | 0 | 0 | For |
| Northwestern Mutual | 47,085 | 0 | 0 | 0 | For |
| Principal | 43,120 | 0 | 0 | 0 | For |
| Northern Trust | 35,743 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 32,700 | 0 | 0 | 0 | For |
| Equitable | 32,591 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 29,521 | 0 | 0 | 0 | For |
| Victory Capital | 23,610 | 0 | 0 | 0 | For |
| Royce | 23,072 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 20,833 | 0 | 0 | Against |
| AIG/SunAmerica | 19,939 | 0 | 0 | 0 | For |
| Lincoln Financial | 19,846 | 0 | 0 | 0 | For |
Fund voting reports, all 66 managers: 4,829,099 for, 250,154 against. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 78,707 | 0 | 0 | 0 | For |
| TD ASSET MANAGEMENT INC | 4,600 | 0 | 0 | 0 | For |
| MILLER HOWARD INVESTMENTS INC /NY | 0 | 3,933 | 0 | 0 | Against |
| CORNELL UNIVERSITY | 26 | 0 | 0 | 0 | For |
Institutional-manager reports, all 4 managers: 83,333 for, 3,933 against.
Combines 3 wordings of this item as funds reported it.
99.9% Fund and manager reports combined; may count the same shares twice · no official result
Description as filed by funds: Advisory Compensation Vote. To approve, in a non-binding advisory vote, the compensation of our named executive officers (Say on Pay).
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 |
|---|---|---|---|---|---|
| Charles Schwab | 395,659 | 0 | 0 | 0 | For |
| SEI | 46,892 | 0 | 0 | 0 | For |
| Federated Hermes | 27,821 | 0 | 0 | 0 | For |
| Russell Investments | 8,208 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 7,800 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 7,406 | 0 | 0 | 0 | For |
| Putnam | 6,741 | 0 | 0 | 0 | For |
| Global X | 6,151 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 4,822 | 0 | 0 | 0 | For |
| Prudential/PGIM | 698 | 0 | 0 | 0 | For |
| Fidelity | 300 | 0 | 0 | 0 | For |
| Nationwide | 187 | 0 | 0 | 0 | For |
Fund voting reports, all 12 managers: 512,685 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 405,796 | 0 | 0 | 0 | For |
| LSV ASSET MANAGEMENT | 53,372 | 0 | 0 | 0 | For |
| SEI | 47,065 | 0 | 0 | 0 | For |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 30,042 | 0 | 0 | 0 | For |
| Federated Hermes | 29,423 | 0 | 0 | 0 | For |
| NEW YORK STATE COMMON RETIREMENT FUND | 24,947 | 0 | 0 | 0 | For |
| Robeco Institutional Asset Management B.V. | 22,520 | 0 | 0 | 0 | For |
| Putnam | 13,122 | 0 | 0 | 0 | For |
| Man Group plc | 10,320 | 0 | 0 | 0 | For |
| COMERICA BANK | 7,856 | 0 | 0 | 0 | For |
| BANK OF AMERICA NA | 6,019 | 0 | 0 | 0 | For |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 5,198 | 0 | 0 | 0 | For |
| Sterling Capital Management LLC | 4,822 | 0 | 0 | 0 | For |
| Russell Investments | 3,986 | 0 | 0 | 0 | For |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 3,562 | 0 | 0 | 0 | For |
| Arizona State Retirement System | 3,546 | 0 | 0 | 0 | For |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2,705 | 0 | 0 | 0 | For |
| Prudential/PGIM | 1,857 | 0 | 0 | 0 | For |
| MACKENZIE FINANCIAL CORP | 892 | 0 | 0 | 0 | For |
| Orion Porfolio Solutions, LLC | 524 | 0 | 0 | 0 | For |
| Orion Portfolio Solutions, LLC | 524 | 0 | 0 | 0 | For |
| YOUSIF CAPITAL MANAGEMENT, LLC | 501 | 0 | 0 | 0 | For |
| Neuberger Berman | 302 | 0 | 0 | 0 | For |
| Wellington | 102 | 0 | 0 | 0 | For |
| State of Tennessee, Department of Treasury | 75 | 0 | 0 | 0 | For |
Institutional-manager reports, all 27 managers: 679,125 for, 6 against, 10 not voted. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
— 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).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 0 | 0 | 0 | 0 | -- |
| SEI | 0 | 0 | 0 | 0 | -- |
| Federated Hermes | 0 | 0 | 0 | 0 | -- |
| Russell Investments | 0 | 0 | 0 | 0 | -- |
| ADVISORS' INNER CIRCLE FUND | 0 | 0 | 0 | 0 | -- |
| OPTIMUM FUND TRUST | 0 | 0 | 0 | 0 | -- |
| Putnam | 0 | 0 | 0 | 0 | -- |
| Global X | 0 | 0 | 0 | 0 | -- |
| STERLING CAPITAL FUNDS | 0 | 0 | 0 | 0 | -- |
| Prudential/PGIM | 0 | 0 | 0 | 0 | -- |
| Fidelity | 0 | 0 | 0 | 0 | -- |
| Nationwide | 0 | 0 | 0 | 0 | -- |
Fund voting reports, all 12 managers: 512,685 1 year.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Charles Schwab | 0 | 0 | 0 | 0 | Not Voted |
| LSV ASSET MANAGEMENT | 0 | 0 | 0 | 0 | -- |
| SEI | 0 | 0 | 0 | 0 | -- |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0 | 0 | 0 | 0 | -- |
| Federated Hermes | 0 | 0 | 0 | 0 | -- |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | 0 | 0 | 0 | -- |
| Robeco Institutional Asset Management B.V. | 0 | 0 | 0 | 0 | -- |
| Putnam | 0 | 0 | 0 | 0 | -- |
| Man Group plc | 0 | 0 | 0 | 0 | -- |
| COMERICA BANK | 0 | 0 | 0 | 0 | -- |
| BANK OF AMERICA NA | 0 | 0 | 0 | 0 | -- |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0 | 0 | 0 | 0 | -- |
| Sterling Capital Management LLC | 0 | 0 | 0 | 0 | -- |
| Russell Investments | 0 | 0 | 0 | 0 | -- |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 0 | 0 | 0 | 0 | -- |
| Arizona State Retirement System | 0 | 0 | 0 | 0 | -- |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 0 | 0 | 0 | 0 | -- |
| Prudential/PGIM | 0 | 0 | 0 | 0 | -- |
| MACKENZIE FINANCIAL CORP | 0 | 0 | 0 | 0 | -- |
| Orion Porfolio Solutions, LLC | 0 | 0 | 0 | 0 | -- |
| Orion Portfolio Solutions, LLC | 0 | 0 | 0 | 0 | -- |
| YOUSIF CAPITAL MANAGEMENT, LLC | 0 | 0 | 0 | 0 | -- |
| Neuberger Berman | 0 | 0 | 0 | 0 | -- |
| Wellington | 0 | 0 | 0 | 0 | -- |
| State of Tennessee, Department of Treasury | 0 | 0 | 0 | 0 | -- |
Institutional-manager reports, all 26 managers: 10 not voted, 679,084 1 year. Showing the 25 largest; see all in the interactive database.
99.8% of fund votes cast · no official result
The 67 asset managers below reported 5,073,471 for, 5,808 against. 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 |
|---|---|---|---|---|---|
| BlackRock | 1,053,148 | 0 | 0 | 0 | For |
| Vanguard | 845,715 | 0 | 0 | 0 | For |
| T. Rowe Price | 657,985 | 0 | 0 | 0 | For |
| Dimensional | 421,505 | 0 | 0 | 0 | For |
| State Street | 310,360 | 283 | 0 | 0 | For |
| TIAA | 298,607 | 0 | 0 | 0 | For |
| Fidelity | 272,537 | 0 | 0 | 0 | For |
| American Century | 211,897 | 0 | 0 | 0 | For |
| Nuveen | 131,911 | 0 | 0 | 0 | For |
| OBERWEIS FUNDS | 95,000 | 0 | 0 | 0 | For |
| Goldman Sachs | 88,752 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 62,170 | 0 | 0 | 0 | For |
| WisdomTree | 54,441 | 0 | 0 | 0 | For |
| Invesco | 54,068 | 0 | 0 | 0 | For |
| Northwestern Mutual | 47,085 | 0 | 0 | 0 | For |
| Principal | 43,120 | 0 | 0 | 0 | For |
| Northern Trust | 35,743 | 0 | 0 | 0 | For |
| HOTCHKIS & WILEY FUNDS /DE/ | 32,700 | 0 | 0 | 0 | For |
| Equitable | 32,591 | 0 | 0 | 0 | For |
| AMERICAN BEACON FUNDS | 29,521 | 0 | 0 | 0 | For |
| Victory Capital | 23,610 | 0 | 0 | 0 | For |
| Royce | 23,072 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 20,833 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 19,939 | 0 | 0 | 0 | For |
| Lincoln Financial | 19,846 | 0 | 0 | 0 | For |
Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% of fund votes cast · no official result
The 37 asset managers below reported 802,426 for, 48 against. 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 |
|---|---|---|---|---|---|
| Charles Schwab | 395,659 | 0 | 0 | 0 | For |
| World Funds Trust | 63,497 | 0 | 0 | 0 | For |
| JPMorgan | 62,250 | 0 | 0 | 0 | For |
| SEI | 46,892 | 0 | 0 | 0 | For |
| EA Series Trust | 41,029 | 0 | 0 | 0 | For |
| RBC FUNDS TRUST | 33,874 | 0 | 0 | 0 | For |
| Jackson National | 31,672 | 0 | 0 | 0 | For |
| Federated Hermes | 27,821 | 0 | 0 | 0 | For |
| John Hancock | 14,815 | 0 | 0 | 0 | For |
| Allianz | 8,561 | 0 | 0 | 0 | For |
| Russell Investments | 8,208 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 7,800 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 7,406 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 7,307 | 0 | 0 | 0 | For |
| Putnam | 6,741 | 0 | 0 | 0 | For |
| Global X | 6,151 | 0 | 0 | 0 | For |
| EntrepreneurShares Series Trust | 5,735 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 4,822 | 0 | 0 | 0 | For |
| ETF Series Solutions | 4,782 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 3,418 | 0 | 0 | 0 | For |
| Vericimetry Funds | 3,270 | 0 | 0 | 0 | For |
| WILSHIRE MUTUAL FUNDS INC | 2,039 | 0 | 0 | 0 | For |
| Lincoln Financial | 2,031 | 0 | 0 | 0 | For |
| Zacks Trust | 1,819 | 0 | 0 | 0 | For |
| TRUST FOR PROFESSIONAL MANAGERS | 988 | 0 | 0 | 0 | For |
Showing the 25 largest of 37 asset managers. See all 37 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.
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | BlackRock | 1,053,148 |
| 2 | Vanguard | 845,715 |
| 3 | T. Rowe Price | 657,985 |
| 4 | Dimensional | 421,505 |
| 5 | Charles Schwab | 395,659 |
| 6 | State Street | 310,643 |
| 7 | TIAA | 298,607 |
| 8 | Fidelity | 272,837 |
| 9 | American Century | 211,897 |
| 10 | Nuveen | 131,911 |
| # | Asset manager | Shares voted |
|---|---|---|
| 1 | T. Rowe Price | 1,084,173 |
| 2 | Nuveen | 513,331 |
| 3 | State Street | 299,600 |
| 4 | Boston Partners | 289,194 |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 277,916 |
| 6 | American Century | 213,036 |
| 7 | Stieven Capital Advisors, L.P. | 190,035 |
| 8 | BlackRock | 111,376 |
| 9 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 99,770 |
| 10 | OBERWEIS ASSET MANAGEMENT INC/ | 95,000 |
Shown as share counts, not percentages: no shares-outstanding figure has been matched to PREFERRED BANK for the 2023-2024 season, so there is no denominator to divide by.
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. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.
At PREFERRED BANK's shareholder meeting held May 30, 2024, in the 2023-2024 proxy season, 250 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,829 separate fund positions. Their filings are grouped here into 23 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. No official Form 8-K vote tally has been matched to this meeting, so this page states no certified outcome for its most widely held ballot item. On that item — Advisory Vote on Say on Pay Frequency — the reporting funds and managers cast 0% 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.
PREFERRED BANK proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.