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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
POTLATCHDELTIC CORP. May 6, 2024 Election of Directors: Lenore M. Sullivan Director Elections Board AGAINST 4
POTLATCHDELTIC CORP. May 6, 2024 Election of Directors: William L. Driscoll Director Elections Board AGAINST 4
POWERSCHOOL HOLDINGS INC. May 2, 2024 Election of Directors Nominees: Barbara Byrne Director Elections Board WITHHOLD 4
POWERSCHOOL HOLDINGS INC. May 2, 2024 Election of Directors Nominees: Gwen Reinke Director Elections Board WITHHOLD 4
POWERSCHOOL HOLDINGS INC. May 2, 2024 Election of Directors Nominees: Judy Cotte Director Elections Board WITHHOLD 4
POWERSCHOOL HOLDINGS INC. May 2, 2024 Election of Directors Nominees: Ronald D. McCray Director Elections Board WITHHOLD 4
PRICESMART INC. February 1, 2024 Election of Directors: Leon C. Janks Director Elections Board WITHHOLD 4
PROCTER & GAMBLE CO. October 10, 2023 ELECTION OF DIRECTORS: Joseph Jimenez Director Elections Board AGAINST 4
PROGYNY INC. May 23, 2024 Election of Directors: David Schlanger Director Elections Board WITHHOLD 4
PROGYNY INC. May 23, 2024 Election of Directors: Jeff Park Director Elections Board WITHHOLD 4
PROGYNY INC. May 23, 2024 Election of Directors: Peter Anevski Director Elections Board WITHHOLD 4
PROGYNY INC. May 23, 2024 Election of Directors: Roger Holstein Director Elections Board WITHHOLD 4
PROSPERITY BANCSHARES INC. April 16, 2024 Advisory approval of the compensation of the Company's named executive officers (Say-On-Pay). Say-on-Pay Board AGAINST 4
PROSPERITY BANCSHARES INC. April 16, 2024 Election of five (5) of Class II directors to serve on the Board of Directors of the Company until the Company's 2027 annual meeting of shareholders: James A. Bouligny (Class II) Director Elections Board WITHHOLD 4
PRUDENTIAL PLC May 23, 2024 Approve Remuneration Report Compensation Board AGAINST 4
PT BANK MANDIRI (PERSERO) TBK March 7, 2024 Approve Changes in the Boards of the Company Director Elections Board AGAINST 4
PURE CYCLE CORP. January 17, 2024 Election of Directors: Daniel R. Kozlowski Director Elections Board WITHHOLD 4
PURE CYCLE CORP. January 17, 2024 Election of Directors: Jeffrey G. Sheets Director Elections Board WITHHOLD 4
QANTAS AIRWAYS LTD. November 3, 2023 Approve Participation of Vanessa Hudson in the Long Term Incentive Plan Compensation Board AGAINST 4
R1 RCM INC. May 22, 2024 Election of Directors: Dominic Nakis Director Elections Board WITHHOLD 4
RAKUTEN GROUP INC. March 28, 2024 Appoint Statutory Auditor Yamaguchi, Katsuyuki Compensation Board AGAINST 4
RAKUTEN GROUP INC. March 28, 2024 Elect Director Charles B. Baxter Director Elections Board AGAINST 4
RAKUTEN GROUP INC. March 28, 2024 Elect Director Mikitani, Hiroshi Director Elections Board AGAINST 4
RBC BEARINGS INC. September 7, 2023 To consider a resolution regarding the stockholder advisory vote on named executive officer compensation. Say-on-Pay Board AGAINST 4
RECKITT BENCKISER GROUP PLC May 2, 2024 Authorise Issue of Equity without Pre-emptive Rights Capital Structure Board AGAINST 4
RECKITT BENCKISER GROUP PLC May 2, 2024 Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment Capital Structure Board AGAINST 4
RECORDATI SPA April 22, 2024 Approve Remuneration Policy Compensation Board AGAINST 4
RECORDATI SPA April 22, 2024 Approve Second Section of the Remuneration Report Compensation Board AGAINST 4
RECRUIT HOLDINGS CO. LTD. June 20, 2024 Elect Director Idekoba, Hisayuki Director Elections Board AGAINST 4
RED RIVER BANCSHARES INC. May 2, 2024 Election of Directors: Teddy R. Price Director Elections Board WITHHOLD 4
RELIANCE INDUSTRIES LTD. June 20, 2024 Elect Haigreve Khaitan as Director Director Elections Board AGAINST 4
REVOLUTION MEDICINES INC. June 20, 2024 To elect three Class I directors to hold office until the 2027 Annual Meeting of Stockholders or until his or her successor is elected: Elizabeth McKee Anderson Director Elections Board WITHHOLD 4
RICOH CO. LTD. June 20, 2024 Elect Director Oyama, Akira Director Elections Board AGAINST 4
ROBLOX CORP. May 30, 2024 Election of Class III Directors: Andrea Wong Director Elections Board WITHHOLD 4
ROBLOX CORP. May 30, 2024 Election of Class III Directors: Anthony P. Lee Director Elections Board WITHHOLD 4
ROCKET COMPANIES INC. June 18, 2024 Election of Class I Directors: Jonathan Mariner Director Elections Board WITHHOLD 4
ROCKET PHARMACEUTICALS INC. June 13, 2024 Election of Directors: Naveen Yalamanchi, M.D. Director Elections Board WITHHOLD 4
ROCKWOOL A/S April 10, 2024 Approve Remuneration Policy Compensation Board AGAINST 4
ROCKWOOL A/S April 10, 2024 Approve Remuneration Report (Advisory Vote) Compensation Board AGAINST 4
ROCKWOOL A/S April 10, 2024 Reelect Jes Munk Hansen as Director Director Elections Board ABSTAIN 4
ROCKWOOL A/S April 10, 2024 Reelect Rebekka Glasser Herlofsen as Director Director Elections Board ABSTAIN 4
ROCKWOOL A/S April 10, 2024 Reelect Thomas Kahler (Chair) as Director Director Elections Board ABSTAIN 4
ROGERS CORP. May 1, 2024 To elect eight directors to serve until the next Annual Meeting: Peter C. Wallace Director Elections Board WITHHOLD 4
ROHM CO. LTD. June 26, 2024 Elect Director Matsumoto, Isao Director Elections Board AGAINST 4
ROLLS-ROYCE HOLDINGS PLC May 23, 2024 Elect Stuart Bradie as Director Director Elections Board AGAINST 4
RYAN SPECIALTY HOLDINGS INC. April 30, 2024 Election of Directors: Cameron Findlay Director Elections Board WITHHOLD 4
RYAN SPECIALTY HOLDINGS INC. April 30, 2024 Election of Directors: John W. Rogers, Jr. Director Elections Board WITHHOLD 4
SAFEHOLD INC. May 15, 2024 Election of Directors: Jesse Hom Director Elections Board WITHHOLD 4
SAFRAN SA May 23, 2024 Reelect Anne Aubert as Representative of Employee Shareholders to the Board Director Elections Board AGAINST 4
SAFRAN SA May 23, 2024 Reelect Patricia Bellinger as Independent Director Director Elections Board AGAINST 4
SANMINA CORP. March 11, 2024 To elect ten directors of Sanmina Corporation FOR each director nominee: Susan A. Johnson Director Elections Board AGAINST 4
SANOFI April 30, 2024 Reelect Lise Kingo as Director Director Elections Board AGAINST 4
SANOFI April 30, 2024 Reelect Rachel Duan as Director Director Elections Board AGAINST 4
SARTORIUS STEDIM BIOTECH SA March 26, 2024 Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind Capital Structure Board AGAINST 4
SBI HOLDINGS INC. June 27, 2024 Elect Director Kitao, Yoshitaka Director Elections Board AGAINST 4
SCHNEIDER ELECTRIC SE May 23, 2024 Reelect Fred Kindle as Director Director Elections Board AGAINST 4
SCSK CORP. June 20, 2024 Elect Director Toma, Takaaki Director Elections Board AGAINST 4
SCSK CORP. June 20, 2024 Elect Director and Audit Committee Member Miki, Yasuo Director Elections Board AGAINST 4
SEEK LTD. November 15, 2023 Approve Grant of One Equity Right to Ian Narev Compensation Board AGAINST 4
SEEK LTD. November 15, 2023 Approve Remuneration Report Compensation Board AGAINST 4
SEI INVESTMENTS CO. May 29, 2024 To approve the adoption of the 2024 Omnibus Equity Compensation Plan. Compensation Board AGAINST 4
SEI INVESTMENTS CO. May 29, 2024 To approve, on an advisory basis, the compensation of named executive officers. Say-on-Pay Board AGAINST 4
SEKISUI CHEMICAL CO. LTD. June 20, 2024 Elect Director Kato, Keita Director Elections Board AGAINST 4
SEKISUI HOUSE LTD. April 25, 2024 Elect Director Nakai, Yoshihiro Director Elections Board AGAINST 4
SERVICE PROPERTIES TRUST June 14, 2024 Election of Trustees. Nominees (for Independent Trustee): Donna D. Fraiche Director Elections Board AGAINST 4
SERVICE PROPERTIES TRUST June 14, 2024 Election of Trustees. Nominees (for Independent Trustee): John L. Harrington Director Elections Board AGAINST 4
SERVICE PROPERTIES TRUST June 14, 2024 Election of Trustees. Nominees (for Independent Trustee): Laurie B. Burns Director Elections Board AGAINST 4
SERVICE PROPERTIES TRUST June 14, 2024 Election of Trustees. Nominees (for Independent Trustee): Rajan C. Penkar Director Elections Board AGAINST 4
SERVICE PROPERTIES TRUST June 14, 2024 Election of Trustees. Nominees (for Independent Trustee): Robert E. Cramer Director Elections Board AGAINST 4
SERVICE PROPERTIES TRUST June 14, 2024 Election of Trustees. Nominees (for Independent Trustee): William A. Lamkin Director Elections Board AGAINST 4
SERVICE PROPERTIES TRUST June 14, 2024 Election of Trustees. Nominees (for Managing Trustee): Adam D. Portnoy Director Elections Board AGAINST 4
SERVICE PROPERTIES TRUST June 14, 2024 Election of Trustees. Nominees (for Managing Trustee): John G. Murray Director Elections Board AGAINST 4
SG HOLDINGS CO. LTD. June 26, 2024 Elect Director Matsumoto, Hidekazu Director Elections Board AGAINST 4
SHARP CORP. June 27, 2024 Elect Director Po-Hsuan Wu Director Elections Board AGAINST 4
SHIMADZU CORP. June 26, 2024 Elect Director Yamamoto, Yasunori Director Elections Board AGAINST 4
SHIMANO INC. March 27, 2024 Elect Director Shimano, Taizo Director Elections Board AGAINST 4
SHIMIZU CORP. June 27, 2024 Elect Director Inoue, Kazuyuki Director Elections Board AGAINST 4
SHIN-ETSU CHEMICAL CO. LTD. June 27, 2024 Elect Director Saito, Yasuhiko Director Elections Board AGAINST 4
SHIONOGI & CO. LTD. June 20, 2024 Elect Director Teshirogi, Isao Director Elections Board AGAINST 4
SHIZUOKA FINANCIAL GROUP INC. June 14, 2024 Elect Director Shibata, Hisashi Director Elections Board AGAINST 4
SHOPIFY INC. June 4, 2024 Advisory Vote on Executive Compensation Approach Compensation Board AGAINST 4
SINGAPORE TECHNOLOGIES ENGINEERING LTD. April 26, 2024 Elect Ong Su Kiat Melvyn as Director Director Elections Board AGAINST 4
SINO LAND COMPANY LTD. October 25, 2023 Authorize Board to Fix Remuneration of Directors Compensation Board AGAINST 4
SINO LAND COMPANY LTD. October 25, 2023 Elect Robert Ng Chee Siong as Director Director Elections Board AGAINST 4
SIRIUS XM HOLDINGS INC. May 22, 2024 Election of Directors: David M. Zaslav Director Elections Board WITHHOLD 4
SIRIUS XM HOLDINGS INC. May 22, 2024 Election of Directors: Gregory B. Maffei Director Elections Board WITHHOLD 4
SMARTFINANCIAL INC. May 23, 2024 Election of Directors: David A. Ogle Director Elections Board WITHHOLD 4
SMARTFINANCIAL INC. May 23, 2024 Election of Directors: Geoffrey A. Wolpert Director Elections Board WITHHOLD 4
SMARTFINANCIAL INC. May 23, 2024 Election of Directors: Steven B. Tucker Director Elections Board WITHHOLD 4
SMARTFINANCIAL INC. May 23, 2024 Election of Directors: Victor L. Barrett Director Elections Board WITHHOLD 4
SMC CORP. (JAPAN) June 27, 2024 Elect Director Takada, Yoshiki Director Elections Board AGAINST 4
SMURFIT KAPPA GROUP PLC June 13, 2024 Approve Matters Relating to the Scheme of Arrangement Extraordinary Transactions Board ABSTAIN 4
SMURFIT KAPPA GROUP PLC June 13, 2024 Approve Proposed Combination of Smurfit Kappa and WestRock Extraordinary Transactions Board ABSTAIN 4
SOFI TECHNOLOGIES INC. May 21, 2024 To approve the SoFi Technologies, Inc. 2024 Employee Stock Purchase Plan. Compensation Board AGAINST 4
SOFTBANK GROUP CORP. June 21, 2024 Elect Director Kenneth A. Siegel Director Elections Board AGAINST 4
SOFTBANK GROUP CORP. June 21, 2024 Elect Director Son, Masayoshi Director Elections Board AGAINST 4
SOLARWINDS CORP. May 23, 2024 Election of Class III Directors: Cathleen Benko Director Elections Board WITHHOLD 4
SOLARWINDS CORP. May 23, 2024 Election of Class III Directors: Dennis Howard Director Elections Board WITHHOLD 4
SOLARWINDS CORP. May 23, 2024 Election of Class III Directors: Douglas Smith Director Elections Board WITHHOLD 4
SONIC HEALTHCARE LTD. November 16, 2023 Elect Chris Wilks as Director Director Elections Board AGAINST 4

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