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Eaton Vance 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Eaton Vance 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

201 proposals. Every shareholder proposal Eaton Vance backed in 2023-2024 is listed here.

Eaton Vance, 2023-2024 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 recommendedEaton Vance votedFunds
ABBVIE INC. May 3, 2024 Stockholder Proposal - to Issue a Report on Patent Process Other Social Issues Shareholder Against FOR 12
ABBVIE INC. May 3, 2024 Stockholder Proposal - to Issue Annual Report on Lobbying Other Social Issues Shareholder Against FOR 10
MICROSOFT CORP. December 7, 2023 Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce Shareholder Against FOR 10
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a human rights assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder Against FOR 9
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a lobbying report Other Social Issues Shareholder Against FOR 9
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on generative Al misinformation and disinformation risks Other Social Issues Shareholder Against FOR 9
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on online safety for children Other Social Issues Shareholder Against FOR 9
CHEVRON CORP. May 29, 2024 Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce Shareholder Against FOR 9
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to publish an annual report disclosing lobbying activities. Other Social Issues Shareholder Against FOR 9
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 9
UNITEDHEALTH GROUP INC. June 3, 2024 If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. Other Social Issues Shareholder Against FOR 9
WALMART INC. June 5, 2024 Human Rights Impact Assessment Human Rights or Human Capital/workforce Shareholder Against FOR 9
WALMART INC. June 5, 2024 Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain Other Social Issues Shareholder Against FOR 9
WALMART INC. June 5, 2024 Racial Equity Audit Diversity, Equity, and Inclusion Shareholder Against FOR 9
WALMART INC. June 5, 2024 Workplace Safety & Violence Review Human Rights or Human Capital/workforce Shareholder Against FOR 9
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder Against FOR 7
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder Against FOR 7
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce Shareholder Against FOR 7
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion Shareholder Against FOR 7
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues Shareholder Against FOR 7
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS Environment or Climate Shareholder Against FOR 7
APPLE INC. February 28, 2024 A shareholder proposal entitled "Racial and Gender Pay Gaps" Diversity, Equity, and Inclusion Shareholder Against FOR 7
APPLE INC. February 28, 2024 A shareholder proposal requesting a report on the use of Al Other Social Issues Shareholder Against FOR 7
INTUITIVE SURGICAL INC. April 25, 2024 The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 7
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising. Human Rights or Human Capital/workforce Shareholder Against FOR 7
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Other Social Issues Shareholder Against FOR 7
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on framework to assess company lobbying alignment with climate goals. Environment or Climate Shareholder Against FOR 7
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues Shareholder Against FOR 7
EXXON MOBIL CORP. May 29, 2024 Additional Pay Report on Gender and Racial Basis Diversity, Equity, and Inclusion Shareholder Against FOR 6
EXXON MOBIL CORP. May 29, 2024 Report on Plastic Production Under SCS Scenario Environment or Climate Shareholder Against FOR 6
JPMORGAN CHASE & CO. May 21, 2024 Indigenous peoples' rights indicators Human Rights or Human Capital/workforce Shareholder Against FOR 6
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues Shareholder Against FOR 6
STRYKER CORP. May 9, 2024 Shareholder Proposal on Transparency in Political Spending. Other Social Issues Shareholder Not determined FOR 6
TESLA INC. June 13, 2024 A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented. Human Rights or Human Capital/workforce Shareholder Against FOR 6
TESLA INC. June 13, 2024 A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. Human Rights or Human Capital/workforce Shareholder Against FOR 6
VERTEX PHARMACEUTICALS INC. May 15, 2024 Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion Shareholder Against FOR 6
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate Shareholder Against FOR 5
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Environment or Climate Shareholder Against FOR 5
BERKSHIRE HATHAWAY INC. May 4, 2024 Shareholder proposal regarding how the Company intends to measure, disclose and reduce GHG emissions associated with its underwriting, insuring and investing activities. Environment or Climate Shareholder Against FOR 5
BERKSHIRE HATHAWAY INC. May 4, 2024 Shareholder proposal regarding the reporting on the effectiveness of the Corporation's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 5
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate Shareholder Against FOR 5
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on circular packaging. Environment or Climate Shareholder Against FOR 5
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on greenhouse gas emissions. Environment or Climate Shareholder Against FOR 5
DOW INC. April 11, 2024 Stockholder Proposal - Single-Use Plastics Report Environment or Climate Shareholder Against FOR 5
MASTERCARD INC. June 18, 2024 Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues Shareholder Against FOR 5
NETFLIX INC. June 6, 2024 Stockholder proposal entitled, "Report on Netflix's Use of Artificial Intelligence," if properly presented at the meeting. Other Social Issues Shareholder Against FOR 5
NIKE INC. September 12, 2023 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 5
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues Shareholder Not determined FOR 5
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan Environment or Climate Shareholder Not determined FOR 5
WALT DISNEY CO. April 3, 2024 Shareholder Proposal, if properly presented, requesting a political expenditures report Other Social Issues Shareholder Not determined FOR 5
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Climate Lobbying Congruency Report. Environment or Climate Shareholder Against FOR 5
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder Against FOR 5
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce Shareholder Against FOR 5
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce Shareholder Against FOR 5
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce Shareholder Against FOR 5
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues Shareholder Against FOR 5
AMERICAN EXPRESS CO. May 6, 2024 Shareholder proposal relating to climate lobbying. Environment or Climate Shareholder Against FOR 4
BOEING CO. May 17, 2024 Adoption of Value Chain Emission Reduction Target. Environment or Climate Shareholder Against FOR 4
BOEING CO. May 17, 2024 Racial and Gender Pay Gap Disclosure. Diversity, Equity, and Inclusion Shareholder Against FOR 4
BOEING CO. May 17, 2024 Report on Climate Lobbying. Environment or Climate Shareholder Against FOR 4
CHEVRON CORP. May 29, 2024 Report on Plastic Demand Scenario Environment or Climate Shareholder Against FOR 4
CHEVRON CORP. May 29, 2024 Report on Tax Practices Other Social Issues Shareholder Against FOR 4
CISCO SYSTEMS INC. December 6, 2023 Stockholder Proposal - Approval to have Cisco's Board issue a tax transparency report in consideration of the Global Reporting Initiative's Tax Standard. Other Social Issues Shareholder Against FOR 4
COCA-COLA CO. May 1, 2024 Vote on a shareowner proposal requesting a report on non-sugar sweeteners Environment or Climate Shareholder Not determined FOR 4
COCA-COLA CO. May 1, 2024 Vote on a shareowner proposal requesting a report on risks caused by the decline in the quality of accessible medical care Other Social Issues Shareholder Not determined FOR 4
COMCAST CORP. June 10, 2024 Report on political expenditures misalignment with company values Other Social Issues Shareholder Against FOR 4
EXXON MOBIL CORP. May 29, 2024 Additional Social Impact Report Environment or Climate Shareholder Against FOR 4
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding Political Contributions Congruency Analysis Other Social Issues Shareholder Against FOR 4
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment Environment or Climate Shareholder Against FOR 4
HUNTINGTON INGALLS INDUSTRIES INC. May 1, 2024 Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan Environment or Climate Shareholder Against FOR 4
MARKEL GROUP INC. May 22, 2024 Shareholder proposal for a report on the Company's greenhouse gas emissions. Environment or Climate Shareholder Against FOR 4
MICROSOFT CORP. December 7, 2023 Report on AI Misinformation and Disinformation Other Social Issues Shareholder Against FOR 4
MICROSOFT CORP. December 7, 2023 Report on Risks of Weapons Development Other Social Issues Shareholder Against FOR 4
MICROSOFT CORP. December 7, 2023 Report on Tax Transparency Other Social Issues Shareholder Against FOR 4
MONDELEZ INTERNATIONAL INC. May 22, 2024 Shareholder proposal requesting third-party report assessing effectiveness of implementation of human rights policy; and Human Rights or Human Capital/workforce Shareholder Against FOR 4
NEXTERA ENERGY INC. May 23, 2024 A proposal entitled "Board Matrix" requesting a chart of individual Director self-identified gender, race/ethnicity and skills Diversity, Equity, and Inclusion Shareholder Against FOR 4
NEXTERA ENERGY INC. May 23, 2024 A proposal entitled "Climate Lobbying Report" requesting a report on the Company's lobbying and trade association memberships in relation to the Company's emissions goal Environment or Climate Shareholder Against FOR 4
PEPSICO INC. May 1, 2024 Shareholder Proposal - Global Transparency Report. Other Social Issues Shareholder Not determined FOR 4
PEPSICO INC. May 1, 2024 Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate Shareholder Not determined FOR 4
PEPSICO INC. May 1, 2024 Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Environment or Climate Shareholder Not determined FOR 4
PEPSICO INC. May 1, 2024 Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder Not determined FOR 4
PFIZER INC. April 25, 2024 Publish a Congruency Report on Political, Lobbying, Electioneering Expenditures Other Social Issues Shareholder Against FOR 4
TEXAS INSTRUMENTS INC. April 25, 2024 Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. Human Rights or Human Capital/workforce Shareholder Against FOR 4
WALMART INC. June 5, 2024 Set Compensation that Optimizes Portfolio Value for Company Shareholders Other Social Issues Shareholder Against FOR 4
ADOBE INC. April 17, 2024 Stockholder Proposal - Reporting on Hiring of Persons with Arrest or Incarceration Records. Human Rights or Human Capital/workforce Shareholder Against FOR 3
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on reproductive healthcare misinformation risks Other Social Issues Shareholder Against FOR 3
ALTRIA GROUP INC. May 16, 2024 Shareholder Proposal - Report on Congruence of Political and Lobbying Expenditures with the Company's Vision, Responsibility Focus Areas and Cultural Aspiration Other Social Issues Shareholder Against FOR 3
ALTRIA GROUP INC. May 16, 2024 Shareholder Proposal - Repost Assessing the Benefits to Altria of Extended Producer Responsibility Laws for Spent Tobacco Filters for Tobacco Companies Operating in the U.S. Market Environment or Climate Shareholder Against FOR 3
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER DUE DILIGENCE Human Rights or Human Capital/workforce Shareholder Against FOR 3
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES Human Rights or Human Capital/workforce Shareholder Against FOR 3
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate Shareholder Against FOR 3
AMERICAN TOWER CORP. May 22, 2024 To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps. Diversity, Equity, and Inclusion Shareholder Against FOR 3
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting changes to executive compensation program Diversity, Equity, and Inclusion Shareholder Against FOR 3
BERKSHIRE HATHAWAY INC. May 4, 2024 Shareholder proposal requesting that the Board of Directors disclose in a consolidated annual report GHG emissions data by scope, as well as progress toward its net-zero decarbonization goal, for Berkshire Hathaway Energy. Environment or Climate Shareholder Against FOR 3
CARRIER GLOBAL CORP. April 18, 2024 Shareowner Proposal regarding transparency in lobbying Other Social Issues Shareholder Against FOR 3
CATERPILLAR INC. June 12, 2024 Shareholder Proposal - Lobbying Disclosure Other Social Issues Shareholder Against FOR 3
CENTENE CORP. May 14, 2024 STOCKHOLDER PROPOSAL FOR MANAGING CLIMATE RISK THROUGH SCIENCE-BASED TARGETS AND TRANSITION PLANNING. Environment or Climate Shareholder Against FOR 3
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to adopt a comprehensive human rights policy Human Rights or Human Capital/workforce Shareholder Against FOR 3
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to establish and report on a process by which the impact of extended patent exclusivities on product access would be considered in deciding whether to apply for secondary and tertiary patents. Other Social Issues Shareholder Against FOR 3
HERSHEY CO. May 6, 2024 Stockholder Proposal titled "Public Report on Packaging Reuse & Recycling." Environment or Climate Shareholder Against FOR 3

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Built October 18, 2026 from SEC Form N-PX filings.