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CAPTRUST FINANCIAL ADVISORS 2025-2026: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal CAPTRUST FINANCIAL ADVISORS voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.

Everything Only shareholder proposals it backed

385 proposals.

CAPTRUST FINANCIAL ADVISORS, 2025-2026 proxy season. Who put a proposal on the ballot is taken from the filer’s own N-PX answer (Item 1(h)), or, marked “inferred”, from its category and wording where the filing does not say; see how we count these.
CompanyMeetingProposalCategory On the ballot fromBoard recommendedCAPTRUST FINANCIAL ADVISORS votedFunds
Somnigroup International, Inc. May 13, 2026 ADVISORY VOTE TO APPROVE THE COMPENSATION OF NAMED EXECUTIVE OFFICERS; AND Say-on-Pay Board AGAINST 1
Sphere Entertainment Co. June 10, 2026 Approval of, on an advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 1
Spire Global, Inc. May 27, 2026 To approve, in an advisory (non-binding) vote, the compensation paid to our named executive officers. Say-on-Pay Board AGAINST 1
Standard BioTools Inc. June 17, 2026 To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the proxy statement. Say-on-Pay Board AGAINST 1
Stellar Bancorp, Inc. May 27, 2026 To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Stellar's named executive officers that is based on or otherwise relates to the merger. Say-on-Pay Board AGAINST 1
Stitch Fix, Inc. December 11, 2025 Advisory vote to approve executive compensation. Say-on-Pay Board AGAINST 1
Strata Critical Medical, Inc. May 28, 2026 Advisory Vote on the Compensation of our Named Executive Officers. Say-on-Pay Board AGAINST 1
Stubhub Holdings, Inc. June 23, 2026 To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 1
Summit Therapeutics Inc. June 10, 2026 Approval, by a non-binding advisory vote, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 1
Symbotic Inc. March 5, 2026 To approve an advisory vote on the compensation paid to our named executive officers. Say-on-Pay Board AGAINST 1
Synovus Financial Corp. November 6, 2025 To approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to Synovus' named executive officers in connection with the merger. Say-on-Pay Board AGAINST 1
T-Mobile US, Inc. June 16, 2026 Advisory Vote to Approve the Compensation Provided to the Company's Named Executive Officers for 2025. Say-on-Pay Board AGAINST 1
T1 Energy Inc. June 17, 2026 Advisory vote on the compensation of our named executive officers. Say-on-Pay Board AGAINST 1
TEGNA INC. November 18, 2025 To approve, on an advisory (non-binding basis), the compensation that may be paid or become payable to TEGNA's named executive officers that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay Board AGAINST 1
TEGNA Inc. November 18, 2025 To approve, on an advisory (non-binding basis), the compensation that may be paid or become payable to TEGNA's named executive officers that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement. Say-on-Pay Board AGAINST 1
TG Therapeutics, Inc. June 11, 2026 An advisory vote to approve the compensation of our named executive officers. Say-on-Pay Board AGAINST 1
THE BANK OF NEW YORK MELLON CORPORATION April 14, 2026 Advisory resolution to approve the 2025 compensation of ournamed executive officers. Say-on-Pay Board AGAINST 1
THE GOLDMAN SACHS GROUP, INC. April 29, 2026 Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay Board AGAINST 1
TILRAY BRANDS, INC. November 18, 2025 Approval of the non-binding advisory resolution on the named executive officer compensation; Say-on-Pay Board AGAINST 1
TPG Inc. June 3, 2026 Advisory Vote to Approve Executive Compensation (Say-on-Pay) Say-on-Pay Board AGAINST 1
TRILOGY METALS INC. May 13, 2026 Non-Binding Advisory Vote on Executive Compensation - To consider and, if deemed advisable, pass a non-binding resolution approving the compensation of the Company's Named Executive Officers. Say-on-Pay Board AGAINST 1
Talkspace, Inc. May 29, 2026 To approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the Company's named executive officers of the Company in connection with the consummation of the merger. Say-on-Pay Board AGAINST 1
Target Hospitality Corp. May 21, 2026 Advisory Vote on the Compensation of our Named Executive Officers (Say on Pay). Say-on-Pay Board AGAINST 1
Taysha Gene Therapies, Inc. June 1, 2026 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 1
Teads Holding Co. May 14, 2026 Approve, on an advisory basis, the compensation of our named executive officers, described in the proxy statement. Say-on-Pay Board AGAINST 1
Tecnoglass Inc. December 19, 2025 Advisory approval of the compensation for our named executive officers. Say-on-Pay Board AGAINST 1
TeraWulf Inc. June 9, 2026 The approval, on a non-binding, advisory basis, of the compensation of our named executive officers (Say-on-Pay); and Say-on-Pay Board AGAINST 1
The Bank of New York Mellon Corporation April 14, 2026 Advisory resolution to approve the 2025 compensation of our named executive officers. Say-on-Pay Board AGAINST 1
The Boston Beer Company, Inc. May 27, 2026 Advisory vote to approve our Named Executive Officers' executive compensation. Say-on-Pay Board AGAINST 1
The Carlyle Group Inc. June 3, 2026 Non-Binding Vote to Approve Named Executive Officer Compensation (Say-on-Pay) Say-on-Pay Board AGAINST 1
The Chefs' Warehouse, Inc. May 8, 2026 To approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the 2026 Proxy Statement. Say-on-Pay Board AGAINST 1
The Estee Lauder Companies Inc. November 13, 2025 Advisory vote to approve executive compensation. Say-on-Pay Board AGAINST 1
The Goldman Sachs Group, Inc. April 29, 2026 Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay Board AGAINST 1
The Joint Corp. May 20, 2026 Approval, on an advisory basis, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 1
The Trade Desk, Inc. May 4, 2026 The approval, on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 1
Thermo Fisher Scientific Inc. May 20, 2026 An advisory vote to approve named executive officer compensation. Say-on-Pay Board AGAINST 1
Tilray Brands, Inc. November 18, 2025 Approval of the non-binding advisory resolution on the named executive officer compensation; Say-on-Pay Board AGAINST 1
Tootsie Roll Industries, Inc. May 6, 2026 To approve, on an advisory basis, the overall compensation of the Company's named executive officers for fiscal 2025. Say-on-Pay Board AGAINST 1
Tredegar Corporation May 8, 2026 Non-Binding Advisory Vote to Approve Named Executive Officer Compensation. Say-on-Pay Board AGAINST 1
TreeHouse Foods, Inc. January 29, 2026 Approval, on a non-binding, advisory basis, of specified compensation that may be paid or become payable to TreeHouse Foods' named executive officers in connection with the Merger and contemplated by the Merger Agreement. Say-on-Pay Board AGAINST 1
Trex Company, Inc. April 28, 2026 Non-binding advisory vote on executive compensation (say-on-pay) Say-on-Pay Board AGAINST 1
Tri Pointe Homes, Inc. April 16, 2026 To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated therein. Say-on-Pay Board AGAINST 1
Triumph Financial, Inc. April 23, 2026 Management Proposal Regarding Advisory Approval of the Company's Executive Compensation Say-on-Pay Board AGAINST 1
Twist Bioscience Corporation February 5, 2026 To adopt, on an advisory basis, a resolution approving the compensation of the Company's Named Executive Officers, as described in the Proxy Statement under Executive Compensation. Say-on-Pay Board AGAINST 1
Tyson Foods, Inc. February 5, 2026 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 1
UDR, Inc. May 21, 2026 Advisory vote to approve named executive officer compensation. Say-on-Pay Board AGAINST 1
UniFirst Corporation June 11, 2026 To approve, by an advisory (non-binding) vote, certain compensation that may be paid or become payable to UniFirst named executed officers that is based on or otherwise relates to the transactions contemplated by the merger agreement (the UniFirst compensation proposal). Say-on-Pay Board AGAINST 1
Unity Software Inc. May 13, 2026 To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement. Say-on-Pay Board AGAINST 1
Universal Display Corporation June 18, 2026 Advisory resolution to approve the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 1
Upwork Inc. June 4, 2026 Advisory vote to approve named executive officer compensation. Say-on-Pay Board AGAINST 1
Usio, Inc. June 10, 2026 To approve, on an advisory basis, the compensation paid to our Named Executive Officers for the year ended December 31, 2025. Say-on-Pay Board AGAINST 1
VIMEO, INC. November 19, 2025 To approve, on a non-binding, advisory basis, compensation that will or may become payable to the named executive officers of Vimeo in connection with the transactions contemplated by the merger agreement, which proposal is referred to as the merger- related compensation proposal. Say-on-Pay Board AGAINST 1
Valhi, Inc. May 21, 2026 Nonbinding advisory vote approving named executive officer compensation. Say-on-Pay Board AGAINST 1
Veris Residential, Inc. May 21, 2026 To approve, by a non-binding advisory vote, the compensation that may be paid or become payable to the Company's named executive officers that is based on or otherwise relates to the Transactions, including the Mergers. Say-on-Pay Board AGAINST 1
Viking Therapeutics, Inc. May 19, 2026 TO APPROVE, ON AN ADVISORY BASIS, THE COMPENSATION OF THE COMPANY'S NAMED EXECUTIVE OFFICERS. Say-on-Pay Board AGAINST 1
Vimeo, Inc. November 19, 2025 To approve, on a non-binding, advisory basis, compensation that will or may become payable to the named executive officers of Vimeo in connection with the transactions contemplated by the merger agreement, which proposal is referred to as the merger-related compensation proposal. Say-on-Pay Board AGAINST 1
Viper Energy, Inc. May 19, 2026 The approval, on an advisory basis, of the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 1
Virgin Galactic Holdings, Inc. June 11, 2026 Approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 1
Vuzix Corporation June 16, 2026 To conduct a non-binding advisory vote for the approval of the compensation disclosed in the Proxy Statement of the Company's executive officers who are named in the Proxy Statement Summary Compensation Table. Say-on-Pay Board AGAINST 1
WARNER BROS. DISCOVERY, INC. April 23, 2026 To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to WBD's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay Board AGAINST 1
WARNER BROS. DISCOVERY, INC. June 9, 2026 To vote on an advisory resolution to approve the 2025 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a Say-on-Pay vote. Say-on-Pay Board AGAINST 1
WESTPORT FUEL SYSTEMS INC. June 30, 2026 RESOLVED, on an advisory basis and not to diminish the role and responsibilities of the Board of Directors of the Corporation, that the shareholders accept the approach to executive compensation disclosed in the Corporation's Management Information Circular dated effective May 12, 2026. Say-on-Pay Board AGAINST 1
WK KELLOGG CO September 19, 2025 The Advisory Compensation Proposal - To approve, on an advisory, non-binding basis, the compensation that may be paid or become payable to WK Kellogg's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay Board AGAINST 1
WPP PLC May 8, 2026 Ordinary Resolution to receive and approve the Compensation Committee report contained within the Annual Report and Accounts for the financial year ended 31 December 2025 Say-on-Pay Board AGAINST 1
Walker & Dunlop, Inc. May 19, 2026 Advisory resolution to approve executive compensation Say-on-Pay Board AGAINST 1
Warner Bros. Discovery, Inc. April 23, 2026 To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to WBD's named executive officers that is based on or otherwise relates to the Merger. Say-on-Pay Board AGAINST 1
Warner Bros. Discovery, Inc. June 9, 2026 To vote on an advisory resolution to approve the 2025 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a Say-on-Pay vote. Say-on-Pay Board AGAINST 1
Wayfair Inc. May 21, 2026 A non-binding advisory resolution to approve executive compensation. Say-on-Pay Board AGAINST 1
Webster Financial Corporation May 26, 2026 To approve, on an advisory (non-binding) basis, the compensation payments that will or may be paid to Webster's named executive officers in connection with the transactions contemplated by the Transaction Agreement (the compensation proposal). Say-on-Pay Board AGAINST 1
Wells Fargo & Company April 28, 2026 Advisory resolution to approve executive compensation (Say on Pay). Say-on-Pay Board AGAINST 1
Welltower Inc. May 21, 2026 The approval, on an advisory basis, of the compensation of the named executive officers. Say-on-Pay Board AGAINST 1
Wesbanco, Inc. April 15, 2026 To approve an advisory (non-binding) vote on compensation paid to Wesbanco's named executive officers in 2025. Say-on-Pay Board AGAINST 1
Weyco Group, Inc. May 5, 2026 Advisory vote on the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 1
Wheels Up Experience Inc. June 9, 2026 The non-binding, advisory vote to approve named executive officer compensation for the fiscal year ended December 31, 2025. Say-on-Pay Board AGAINST 1
Wingstop Inc. May 21, 2026 Approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 1
Wolfspeed, Inc. December 16, 2025 ADVISORY (NONBINDING) VOTE TO APPROVE EXECUTIVE COMPENSATION Say-on-Pay Board AGAINST 1
Workday, Inc. June 16, 2026 To approve, on an advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. Say-on-Pay Board AGAINST 1
Workhorse Group Inc. November 25, 2025 The Say-on-Pay Proposal: Approve, on an advisory basis, the compensation of Workhorse's named executive officers. Say-on-Pay Board AGAINST 1
X4 PHARMACEUTICALS, INC. May 11, 2026 To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 1
ZSCALER, INC. January 12, 2026 To approve on a non-binding, advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 1
Zomedica Corp. June 10, 2026 Executive compensation Advisory vote to approve the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 1
ZoomInfo Technologies Inc. May 14, 2026 To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 1
iHeartMedia, Inc. June 4, 2026 The approval, on an advisory (non-binding) basis, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 1
lululemon athletica inc. June 25, 2026 Advisory vote to approve the compensation of our named executive officers. Say-on-Pay Board AGAINST 1
nLIGHT, Inc. June 5, 2026 To approve, on an advisory, non-binding basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 1

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Built November 1, 2026 from SEC Form N-PX filings.