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Equitable 2023-2024: where it broke with the board

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

6,275 proposals. The board-sponsored half of this list keeps the 6,000 proposals with the most funds behind them; the rest are in the interactive database. Every shareholder proposal it backed is listed in full.

Equitable, 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 recommendedEquitable votedFunds
ACM RESEARCH INC. June 13, 2024 Election of Directors: Haiping Dun Director Elections Board WITHHOLD 5
ADAPTIVE BIOTECHNOLOGIES CORP. June 7, 2024 To approve, on a non-binding advisory basis, the compensation of our named executive officers as described in the proxy statement; Say-on-Pay Board AGAINST 5
AGILON HEALTH INC. May 29, 2024 Election of Class III Directors: Ravi Sachdev Director Elections Board AGAINST 5
AGILON HEALTH INC. May 29, 2024 Election of Class III Directors: William Wulf, M.D. Director Elections Board AGAINST 5
AGREE REALTY CORP. May 23, 2024 Election of Directors: Karen Dearing Director Elections Board WITHHOLD 5
AGREE REALTY CORP. May 23, 2024 Election of Directors: Michael Hollman Director Elections Board WITHHOLD 5
AGREE REALTY CORP. May 23, 2024 Election of Directors: Richard Agree Director Elections Board WITHHOLD 5
AIA GROUP LTD. May 24, 2024 Elect Cesar Velasquez Purisima as Director Director Elections Board AGAINST 5
ALCOA CORP. May 10, 2024 Stockholder proposal requesting the preparation of an annual report on lobbying activities, if properly presented Other Social Issues Shareholder Against FOR 5
ALIGN TECHNOLOGY INC. May 22, 2024 Election of Directors: Joseph Lacob Director Elections Board AGAINST 5
ALPINE INCOME PROPERTY TRUST INC. May 22, 2024 Election of Directors: Mr. Jeffrey S. Yarckin Director Elections Board AGAINST 5
ALPINE INCOME PROPERTY TRUST INC. May 22, 2024 Election of Directors: Mr. Mark O. Decker, Jr. Director Elections Board AGAINST 5
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 5
AMKOR TECHNOLOGY INC. May 14, 2024 Election of Directors: Winston J. Churchill Director Elections Board WITHHOLD 5
AMKOR TECHNOLOGY INC. May 14, 2024 Shareholder proposal to report on effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 5
AMMO INC. January 11, 2024 To elect the following nine (9) directors: Christos Tsentas Director Elections Board WITHHOLD 5
AMMO INC. January 11, 2024 To elect the following nine (9) directors: Jessica M. Lockett Director Elections Board WITHHOLD 5
AMMO INC. January 11, 2024 To elect the following nine (9) directors: Randy E. Luth Director Elections Board WITHHOLD 5
AMMO INC. January 11, 2024 To elect the following nine (9) directors: Richard R. Childress Director Elections Board WITHHOLD 5
AMMO INC. January 11, 2024 To elect the following nine (9) directors: Russell William Wallace, Jr. Director Elections Board WITHHOLD 5
ANTERO MIDSTREAM CORP. June 5, 2024 Class II Nominees: Brooks J. Klimley Director Elections Board WITHHOLD 5
ANTOFAGASTA PLC May 8, 2024 Re-elect Andronico Luksic as Director Director Elections Board AGAINST 5
APARTMENT INCOME REIT CORP. June 25, 2024 Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our principal executive officer, principal financial officer, and the three other most highly compensated executive officers calculated in accordance with the Securities and Exchange Commission's rules and regulations, that is based on or otherwise relates to the merger. Say-on-Pay Board AGAINST 5
APPFOLIO INC. June 14, 2024 Advisory approval of the compensation of our named executive officers. Say-on-Pay Board WITHHOLD 5
APPFOLIO INC. June 14, 2024 Election of Class III Directors: Timothy Bliss Director Elections Board WITHHOLD 5
APPFOLIO INC. June 14, 2024 Election of Class III Directors: Winifred Webb Director Elections Board WITHHOLD 5
APPLOVIN CORP. June 5, 2024 Election of Directors: ALYSSA HARVEY DAWSON Director Elections Board WITHHOLD 5
APPLOVIN CORP. June 5, 2024 Election of Directors: EDUARDO VIVAS Director Elections Board WITHHOLD 5
APPLOVIN CORP. June 5, 2024 Election of Directors: EDWARD OBERWAGER Director Elections Board WITHHOLD 5
APPLOVIN CORP. June 5, 2024 Election of Directors: HERALD CHEN Director Elections Board WITHHOLD 5
APPLOVIN CORP. June 5, 2024 Election of Directors: MARGARET GEORGIADIS Director Elections Board WITHHOLD 5
ARISTOCRAT LEISURE LTD. February 22, 2024 Approve Grant of Performance Share Rights to Trevor Croker under the Long-Term Incentive Program Compensation Board AGAINST 5
ASSA ABLOY AB April 24, 2024 Approve Performance Share Matching Plan LTI 2024 for Senior Executives and Key Employees Compensation Board AGAINST 5
ASX LTD. October 19, 2023 Approve Remuneration Report Compensation Board AGAINST 5
ATI INC. May 16, 2024 Election of Directors: David P. Hess Director Elections Board WITHHOLD 5
ATI INC. May 16, 2024 Election of Directors: Herbert J. Carlisle Director Elections Board WITHHOLD 5
BANKWELL FINANCIAL GROUP INC. May 29, 2024 Election of Directors: Carl M. Porto Director Elections Board WITHHOLD 5
BAYERISCHE MOTOREN WERKE AG May 15, 2024 Elect Stefan Quandt to the Supervisory Board Director Elections Board AGAINST 5
BLACKSKY TECHNOLOGY INC. September 7, 2023 Election of Class II Directors: William Porteous Director Elections Board WITHHOLD 5
C3.AI INC. October 4, 2023 Election of Class III Directors Nominees: Michael G. McCaffery Director Elections Board WITHHOLD 5
CABLE ONE INC. May 16, 2024 Election of Directors: Katharine B. Weymouth Director Elections Board AGAINST 5
CALEDONIA MINING CORPORATION PLC May 7, 2024 Re-elect John Kelly as Director Director Elections Board AGAINST 5
CALIX INC. May 9, 2024 To approve, on a non-binding, advisory basis, Calix's named executive officer compensation. Say-on-Pay Board AGAINST 5
CALIX INC. May 9, 2024 To elect each of the two director nominees named in the proxy statement: Kevin Peters Director Elections Board WITHHOLD 5
CARLISLE COMPANIES INC. May 1, 2024 To elect the three directors nominated by the Board of Directors: Corrine D. Ricard Director Elections Board AGAINST 5
CARLISLE COMPANIES INC. May 1, 2024 To elect the three directors nominated by the Board of Directors: James D. Frias Director Elections Board AGAINST 5
CCC INTELLIGENT SOLUTIONS HOLDINGS INC. May 23, 2024 Election of Directors: Eric Wei Director Elections Board WITHHOLD 5
CCC INTELLIGENT SOLUTIONS HOLDINGS INC. May 23, 2024 To approve, on an advisory (non-binding) basis, the compensation of the Company's named executive officers as set forth in the Proxy Statement for the Annual Meeting. Say-on-Pay Board AGAINST 5
CELCUITY INC. May 9, 2024 Elect seven directors: David F. Dalvey Director Elections Board WITHHOLD 5
CHART INDUSTRIES INC. May 21, 2024 To approve and adopt the Chart Industries, Inc. 2024 Omnibus Equity Plan; and Compensation Board AGAINST 5
CHESAPEAKE ENERGY CORP. June 6, 2024 Election of Directors: Matthew M. Gallagher Director Elections Board AGAINST 5
CHIBA BANK LTD. June 26, 2024 Elect Director Yonemoto, Tsutomu Director Elections Board AGAINST 5
CIENA CORP. March 21, 2024 Election of four Class III Directors and one Class II Director: Hassan M. Ahmed, Ph.D. Director Elections Board AGAINST 5
CIENA CORP. March 21, 2024 Election of four Class III Directors and one Class II Director: Patrick T. Gallagher Director Elections Board AGAINST 5
CIRRUS LOGIC INC. July 28, 2023 Election of Directors: Duy-Loan T. Le Director Elections Board WITHHOLD 5
CNH INDUSTRIAL NV May 3, 2024 Approve Remuneration Policy Compensation Board AGAINST 5
CNH INDUSTRIAL NV May 3, 2024 Reelect Howard W. Buffett as Non-Executive Director Director Elections Board AGAINST 5
CNH INDUSTRIAL NV May 3, 2024 Reelect Vagn Sorensen as Non-Executive Director Director Elections Board AGAINST 5
COCA-COLA CONSOLIDATED INC. May 14, 2024 Election of Directors: Dennis A. Wicker Director Elections Board WITHHOLD 5
COCA-COLA CONSOLIDATED INC. May 14, 2024 Election of Directors: James H. Morgan Director Elections Board WITHHOLD 5
COCA-COLA CONSOLIDATED INC. May 14, 2024 Election of Directors: James R. Helvey, III Director Elections Board WITHHOLD 5
COCA-COLA CONSOLIDATED INC. May 14, 2024 Election of Directors: Sharon A. Decker Director Elections Board WITHHOLD 5
COCA-COLA CONSOLIDATED INC. May 14, 2024 Election of Directors: William H. Jones Director Elections Board WITHHOLD 5
COCA-COLA HBC AG May 21, 2024 Re-elect Anastasios Leventis as Director Director Elections Board AGAINST 5
COCA-COLA HBC AG May 21, 2024 Re-elect Christodoulos Leventis as Director Director Elections Board AGAINST 5
COCA-COLA HBC AG May 21, 2024 Re-elect Evguenia Stoitchkova as Director Director Elections Board AGAINST 5
COCA-COLA HBC AG May 21, 2024 Re-elect George Leventis as Director Director Elections Board AGAINST 5
COCA-COLA HBC AG May 21, 2024 Re-elect Henrique Braun as Director Director Elections Board AGAINST 5
CONSOLIDATED WATER CO. LTD. June 24, 2024 The election of eight directors to the Board of Directors: Carson K. Ebanks Director Elections Board WITHHOLD 5
CONSOLIDATED WATER CO. LTD. June 24, 2024 The election of eight directors to the Board of Directors: Wilmer F. Pergande Director Elections Board WITHHOLD 5
CONSUMER PORTFOLIO SERVICES INC. November 14, 2023 Election of Directors: Brian J. Rayhill Director Elections Board WITHHOLD 5
CONSUMER PORTFOLIO SERVICES INC. November 14, 2023 Election of Directors: William B. Roberts Director Elections Board WITHHOLD 5
CONSUMER PORTFOLIO SERVICES INC. November 14, 2023 Election of Directors: William W. Grounds Director Elections Board WITHHOLD 5
CORE & MAIN INC. June 26, 2024 Election of Directors: Kathleen M. Mazzarella Director Elections Board WITHHOLD 5
CORMEDIX INC. October 26, 2023 Election of Directors: Janet Dillione Director Elections Board WITHHOLD 5
CORMEDIX INC. October 26, 2023 Election of Directors: Myron Kaplan Director Elections Board WITHHOLD 5
COTY INC. November 2, 2023 Election of Directors: Mariasun Aramburuzabala Larregui Director Elections Board WITHHOLD 5
COTY INC. November 2, 2023 Stockholder proposal regarding a report on plastic packaging reduction Environment or Climate Shareholder Against FOR 5
CROWN HOLDINGS INC. May 2, 2024 Consideration of a Shareholder's proposal regarding transparency in political spending. Other Social Issues Shareholder Not determined FOR 5
CYTOKINETICS INC. May 15, 2024 To elect two Class II Directors: Robert A. Hammington, M.D. Director Elections Board WITHHOLD 5
DASSAULT SYSTEMES SE May 22, 2024 Reelect Laurence Daures as Director Director Elections Board AGAINST 5
DICK'S SPORTING GOODS INC. June 12, 2024 Election of Directors, each for a term that expires in 2025: Anne Fink Director Elections Board WITHHOLD 5
DICK'S SPORTING GOODS INC. June 12, 2024 Election of Directors, each for a term that expires in 2025: Desiree Ralls-Morrison Director Elections Board WITHHOLD 5
DICK'S SPORTING GOODS INC. June 12, 2024 Election of Directors, each for a term that expires in 2025: Emanuel Chirico Director Elections Board WITHHOLD 5
DICK'S SPORTING GOODS INC. June 12, 2024 Election of Directors, each for a term that expires in 2025: Larry D. Stone Director Elections Board WITHHOLD 5
DICK'S SPORTING GOODS INC. June 12, 2024 Election of Directors, each for a term that expires in 2025: Larry Fitzgerald, Jr. Director Elections Board WITHHOLD 5
DICK'S SPORTING GOODS INC. June 12, 2024 Election of Directors, each for a term that expires in 2025: Lawrence J. Schorr Director Elections Board WITHHOLD 5
DICK'S SPORTING GOODS INC. June 12, 2024 Election of Directors, each for a term that expires in 2025: Mark J. Barrenechea Director Elections Board WITHHOLD 5
DICK'S SPORTING GOODS INC. June 12, 2024 Election of Directors, each for a term that expires in 2025: Sandeep Mathrani Director Elections Board WITHHOLD 5
DICK'S SPORTING GOODS INC. June 12, 2024 Election of Directors, each for a term that expires in 2025: William J. Colombo Director Elections Board WITHHOLD 5
DIGI INTERNATIONAL INC. January 29, 2024 Election of Directors: Christopher D. Heim Director Elections Board AGAINST 5
DOCUSIGN INC. May 29, 2024 A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting Diversity, Equity, and Inclusion Shareholder Against FOR 5
DOLBY LABORATORIES INC. February 6, 2024 Election of Directors: Avadis Tevanian, Jr. Director Elections Board WITHHOLD 5
DOLBY LABORATORIES INC. February 6, 2024 Election of Directors: Peter Gotcher Director Elections Board WITHHOLD 5
DOLBY LABORATORIES INC. February 6, 2024 Election of Directors: Simon Segars Director Elections Board WITHHOLD 5
DOLBY LABORATORIES INC. February 6, 2024 Election of Directors: Tony Prophet Director Elections Board WITHHOLD 5
DOORDASH INC. June 20, 2024 The election of the following director nominee(s): Elinor Mertz Director Elections Board AGAINST 5
DOXIMITY INC. July 26, 2023 To elect Class Il Directors to serve until the annual meeting of stockholders to be held in 2026 or until his or her successor has been duly elected and qualified: Kevin Spain Director Elections Board WITHHOLD 5
DUCKHORN PORTFOLIO INC. January 19, 2024 Election of Directors Charles Esserman Director Elections Board AGAINST 5
EAGLE MATERIALS INC. August 3, 2023 Election of Directors: Margot L. Carter Director Elections Board AGAINST 5

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Built November 7, 2026 from SEC Form N-PX filings.