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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
AVOLTA AG May 15, 2024 Approve Remuneration Report (Non-Binding) Compensation Board AGAINST 7
AXON ENTERPRISE INC. May 10, 2024 Proposal No. 4 requests that shareholders vote to approve the 2024 CEO Performance Award. Compensation Board AGAINST 7
AXON ENTERPRISE INC. May 10, 2024 Proposal No. 5 requests that shareholders vote to approve, on an advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 7
BACHEM HOLDING AG April 24, 2024 Approve Remuneration Report Compensation Board AGAINST 7
BAKER HUGHES CO. May 13, 2024 The election of directors: Cynthia B. Carroll Director Elections Board AGAINST 7
BALLY'S CORP. May 16, 2024 To elect the following nominees to hold office for a term of three years: Terrence Downey Director Elections Board WITHHOLD 7
BANK LEUMI LE-ISRAEL LTD. July 17, 2023 Elect Oded Sarig as External Director Director Elections Board ABSTAIN 7
BCB BANCORP INC. April 25, 2024 The election as Directors of all nominees listed below: Joseph Lyga Director Elections Board WITHHOLD 7
BECHTLE AG June 11, 2024 Approve Remuneration Policy Compensation Board AGAINST 7
BECHTLE AG June 11, 2024 Approve Remuneration Report Compensation Board AGAINST 7
BENTLEY SYSTEMS INC. May 23, 2024 Election of Directors: Barry J. Bentley Director Elections Board WITHHOLD 7
BENTLEY SYSTEMS INC. May 23, 2024 Election of Directors: Janet B. Haugen Director Elections Board WITHHOLD 7
BENTLEY SYSTEMS INC. May 23, 2024 Election of Directors: Keith A. Bentley Director Elections Board WITHHOLD 7
BENTLEY SYSTEMS INC. May 23, 2024 Election of Directors: Raymond B. Bentley Director Elections Board WITHHOLD 7
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Howard G. Buffett Director Elections Board WITHHOLD 7
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Meryl B. Witmer Director Elections Board WITHHOLD 7
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Ronald L. Olson Director Elections Board WITHHOLD 7
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Susan A. Buffett Director Elections Board WITHHOLD 7
BERKSHIRE HATHAWAY INC. May 4, 2024 Election of Directors: Wallace R. Weitz Director Elections Board WITHHOLD 7
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 7
BIO-RAD LABORATORIES INC. April 23, 2024 Nominees: Arnold A. Pinkston Director Elections Board AGAINST 7
BIO-RAD LABORATORIES INC. April 23, 2024 Nominees: Melinda Litherland Director Elections Board AGAINST 7
BIO-TECHNE CORP. October 26, 2023 Election of Directors: John L. Higgins Director Elections Board AGAINST 7
BIO-TECHNE CORP. October 26, 2023 Election of Directors: Robert V. Baumgartner Director Elections Board AGAINST 7
BIOMERIEUX SA May 23, 2024 Approve Compensation Report of Corporate Officers Compensation Board AGAINST 7
BIOMERIEUX SA May 23, 2024 Approve Compensation of Alexandre Merieux, Chairman and CEO from January 1, 2023 to June 30, 2023 and Chairman of the Board since July 1, 2023 Compensation Board AGAINST 7
BIOMERIEUX SA May 23, 2024 Approve Compensation of Pierre Boulud, Vice-CEO from January 1, 2023 to June 30, 2023 and CEO since July 1, 2023 Compensation Board AGAINST 7
BIOMERIEUX SA May 23, 2024 Approve Remuneration Policy of CEO Compensation Board AGAINST 7
BIOMERIEUX SA May 23, 2024 Approve Remuneration Policy of Chairman of the Board Compensation Board AGAINST 7
BIOMERIEUX SA May 23, 2024 Approve Remuneration Policy of Corporate Officers Compensation Board AGAINST 7
BIOMERIEUX SA May 23, 2024 Authorize up to 15 Percent of Issued Capital for Use in Restricted Stock Plans Compensation Board AGAINST 7
BIOMERIEUX SA May 23, 2024 Elect Groupe Industriel Marcel Dassault as Director Director Elections Board AGAINST 7
BIOXCEL THERAPEUTICS INC. June 10, 2024 Approval, on an advisory (non-binding) basis, of the compensation of the Company's named executive officers ("Say-on-Pay Vote"). Say-on-Pay Board AGAINST 7
BIOXCEL THERAPEUTICS INC. June 10, 2024 Election of Class III Directors: Peter Mueller, Ph.D. Director Elections Board WITHHOLD 7
BOLLORE SE May 22, 2024 Approve Compensation Report Compensation Board AGAINST 7
BOLLORE SE May 22, 2024 Approve Compensation of Cyrille Bollore, Chairman and CEO Compensation Board AGAINST 7
BOLLORE SE May 22, 2024 Approve Remuneration Policy of Chairman and CEO Compensation Board AGAINST 7
BOUYGUES SA April 25, 2024 Approve Remuneration Policy of CEO and Vice-CEOs Compensation Board AGAINST 7
BOUYGUES SA April 25, 2024 Reelect Pascaline de Dreuzy as Director Director Elections Board AGAINST 7
BRC INC. April 30, 2024 Election of Director: Mr. Thomas Davin Director Elections Board AGAINST 7
CACTUS INC. May 14, 2024 Election of Class I Directors: John O'Donnell Director Elections Board WITHHOLD 7
CAMBIUM NETWORKS CORP. June 6, 2024 The election of two Class II directors and one Class I director: Robert Amen (Class II) Director Elections Board WITHHOLD 7
CARA THERAPEUTICS INC. June 4, 2024 Approval of, on a non-binding, advisory basis, the compensation of the Company's named executive officers. Say-on-Pay Board AGAINST 7
CARDLYTICS INC. May 23, 2024 Advisory vote to approve compensation of named executive officers. Say-on-Pay Board AGAINST 7
CARL ZEISS MEDITEC AG March 21, 2024 Approve Remuneration Report Compensation Board AGAINST 7
CARL ZEISS MEDITEC AG March 21, 2024 Elect Stefan Mueller to the Supervisory Board Director Elections Board AGAINST 7
CARLSBERG A/S March 11, 2024 Reelect Richard Burrows as Director Director Elections Board ABSTAIN 7
CARNIVAL CORP. April 5, 2024 To approve the Carnival plc 2024 Employee Share Plan. Compensation Board AGAINST 7
CARNIVAL CORP. April 5, 2024 To approve, subject to Proposal 18 passing, the disapplication of pre-emption rights in relation to the allotment of new shares and sale of treasury shares by Carnival plc (in accordance with customary practice for UK companies). Capital Structure Board AGAINST 7
CARREFOUR SA May 24, 2024 Reelect Philippe Houze as Director Director Elections Board AGAINST 7
CARVANA CO. May 6, 2024 Election of Directors: Ira Platt Director Elections Board WITHHOLD 7
CATALENT INC. May 29, 2024 To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Catalent's named executive officers that is based on or otherwise relates to the Merger; and Say-on-Pay Board AGAINST 7
CELCUITY INC. May 9, 2024 Elect seven directors: Leo T. Furcht Director Elections Board WITHHOLD 7
CENTRUS ENERGY CORP. June 20, 2024 Election of Directors: Tina W. Jonas Director Elections Board WITHHOLD 7
CENTURY CASINOS INC. June 24, 2024 To elect two Class III directors to the Board of Directors: GOTTFRIED SCHELLMANN Director Elections Board AGAINST 7
CENTURY THERAPEUTICS INC. June 20, 2024 Election of Class III directors for a three year term expiring in 2027: Kimberly Blackwell, M.D. Director Elections Board WITHHOLD 7
CHEMUNG FINANCIAL CORP. June 4, 2024 Election of Directors: Thomas R. Tyrrell Director Elections Board WITHHOLD 7
CHICAGO ATLANTIC REAL ESTATE FINANCE INC. June 13, 2024 Election of Directors: Dr. Jason Papastavrou Director Elections Board WITHHOLD 7
CHICAGO ATLANTIC REAL ESTATE FINANCE INC. June 13, 2024 Election of Directors: Mr. Donald E. Gulbrandsen Director Elections Board WITHHOLD 7
CHICAGO ATLANTIC REAL ESTATE FINANCE INC. June 13, 2024 Election of Directors: Mr. Michael L. Steiner Director Elections Board WITHHOLD 7
CK INFRASTRUCTURE HOLDINGS LTD. May 22, 2024 Elect Cheong Ying Chew, Henry as Director Director Elections Board AGAINST 7
COASTAL FINANCIAL CORP. May 22, 2024 To elect four Directors for a 3-year term until the 2027 meeting of shareholders: Sadhana Akella-Mishra Director Elections Board WITHHOLD 7
COMPAGNIE FINANCIERE RICHEMONT SA September 6, 2023 Approve Variable Remuneration of Executive Committee in the Amount of CHF 17.2 Million Compensation Board AGAINST 7
COMPX INTERNATIONAL INC. May 22, 2024 Director Nominees: Ann Manix Director Elections Board WITHHOLD 7
COMPX INTERNATIONAL INC. May 22, 2024 Say-on-Pay, nonbinding advisory vote approving executive compensation Say-on-Pay Board AGAINST 7
CONSUMER PORTFOLIO SERVICES INC. November 14, 2023 Election of Directors: Gregory S. Washer Director Elections Board WITHHOLD 7
CONSUMER PORTFOLIO SERVICES INC. November 14, 2023 To approve an advisory resolution on executive compensation. Say-on-Pay Board AGAINST 7
CONTANGO ORE INC. November 14, 2023 Election of Directors: Richard A. Shortz Director Elections Board AGAINST 7
COTY INC. November 2, 2023 Election of Directors: Beatrice Ballini Director Elections Board WITHHOLD 7
COUCHBASE INC. May 30, 2024 Election of Class III Directors: David C. Scott Director Elections Board WITHHOLD 7
COVENANT LOGISTICS GROUP INC. May 15, 2024 Election of Directors: Bradley A. Moline Director Elections Board WITHHOLD 7
D'IETEREN GROUP May 30, 2024 Approve Remuneration Report Compensation Board AGAINST 7
D'IETEREN GROUP May 30, 2024 Reelect Nicolas D'Ieteren as Director Director Elections Board AGAINST 7
D'IETEREN GROUP May 30, 2024 Renew Authorization to Increase Share Capital within the Framework of Authorized Capital Capital Structure Board AGAINST 7
DAILY JOURNAL CORP. February 15, 2024 Election of three Directors: John B. Frank Director Elections Board AGAINST 7
DAILY JOURNAL CORP. February 15, 2024 Election of three Directors: Mary Conlin Director Elections Board AGAINST 7
DASSAULT AVIATION SA May 16, 2024 Approve Compensation of Eric Trappier, Chairman and CEO Compensation Board AGAINST 7
DASSAULT AVIATION SA May 16, 2024 Approve Compensation of Loik Segalen, Vice-CEO Compensation Board AGAINST 7
DASSAULT AVIATION SA May 16, 2024 Approve Remuneration Policy of Chairman and CEO Compensation Board AGAINST 7
DASSAULT AVIATION SA May 16, 2024 Approve Remuneration Policy of Vice-CEO Compensation Board AGAINST 7
DASSAULT AVIATION SA May 16, 2024 Authorize up to 0.31 Percent of Issued Capital for Use in Restricted Stock Plans Compensation Board AGAINST 7
DASSAULT SYSTEMES SE May 22, 2024 Approve Compensation of Bernard Charles, Vice-Chairman of the Board and CEO until January 8, 2023 then Chairman and CEO until December 31, 2023 Compensation Board AGAINST 7
DAVIDE CAMPARI-MILANO NV April 11, 2024 Approve CFOO Last Mile Incentive Plan Compensation Board AGAINST 7
DAVIDE CAMPARI-MILANO NV April 11, 2024 Approve Long Term Incentive Plan for the Members of the Lead Team Compensation Board AGAINST 7
DAVIDE CAMPARI-MILANO NV April 11, 2024 Approve Remuneration Policy Compensation Board AGAINST 7
DAVIDE CAMPARI-MILANO NV April 11, 2024 Approve Remuneration Report Compensation Board AGAINST 7
DELIVERY HERO SE June 19, 2024 Elect Roger Rabalais to the Supervisory Board Director Elections Board AGAINST 7
DEMANT A/S March 6, 2024 Approve Remuneration Report (Advisory Vote) Compensation Board AGAINST 7
DEMANT A/S March 6, 2024 Reelect Niels B. Christiansen as Director Director Elections Board ABSTAIN 7
DEMANT A/S March 6, 2024 Reelect Niels Jacobsen as Director Director Elections Board ABSTAIN 7
DEXCOM INC. May 22, 2024 To provide a non-binding, advisory vote on pay equity disclosure. Diversity, Equity, and Inclusion Shareholder Against FOR 7
DEXCOM INC. May 22, 2024 To provide a non-binding, advisory vote on transparency in lobbying. Other Social Issues Shareholder Against FOR 7
DIASORIN SPA April 24, 2024 Approve Remuneration Policy Compensation Board AGAINST 7
DILLARD'S INC. May 18, 2024 ELECTION OF DIRECTORS: James I. Freeman Director Elections Board AGAINST 7
DOCUSIGN INC. May 29, 2024 Approval, on an advisory basis, of our named executive officers' compensation Say-on-Pay Board AGAINST 7
DOMO INC. June 11, 2024 Election of Directors: Daniel Daniel Director Elections Board WITHHOLD 7
DOMO INC. June 11, 2024 To approve, on an advisory basis, the compensation of our named executive officers. Say-on-Pay Board AGAINST 7
DONEGAL GROUP INC. April 18, 2024 Adopt our 2024 equity incentive plan for employees. Compensation Board AGAINST 7
DONEGAL GROUP INC. April 18, 2024 Election of Directors: Jon M. Mahan Director Elections Board WITHHOLD 7
DREAM FINDERS HOMES INC. June 10, 2024 Election of Directors: Megha H. Parekh Director Elections Board AGAINST 7

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