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Equitable 2024-2025: 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

135 proposals. Every shareholder proposal Equitable backed in 2024-2025 is listed here.

Equitable, 2024-2025 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
Microsoft Corporation December 10, 2024 Report on AI Data Sourcing Accountability Other Social Issues Shareholder Against FOR 19
Cintas Corporation October 29, 2024 A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues Shareholder Against FOR 18
Meta Platforms, Inc. May 28, 2025 A shareholder proposal regarding report on hate targeting marginalized communities. Other Social Issues Shareholder Against FOR 15
Charter Communications, Inc. April 22, 2025 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder Against FOR 13
Meta Platforms, Inc. May 28, 2025 A shareholder proposal regarding report on data collection and advertising practices. Other Social Issues Shareholder Against FOR 13
NIKE, Inc. September 10, 2024 To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate Shareholder Against FOR 12
NIKE, Inc. September 10, 2024 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 12
Stryker Corporation May 8, 2025 Shareholder Proposal to Support Transparency in Political Spending. Other Social Issues Shareholder Against FOR 12
The Home Depot, Inc. May 22, 2025 Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate Shareholder Against FOR 12
Cintas Corporation October 29, 2024 A shareholder proposal regarding disclosure of key diversity and inclusion metric, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 11
Teradyne, Inc. May 9, 2025 To vote on a shareholder proposal requiring the Company to prepare a report about political contributions and expenditures. Other Social Issues Shareholder Against FOR 11
The Procter & Gamble Company October 8, 2024 Shareholder Proposal - Pay Gap Reporting Diversity, Equity, and Inclusion Shareholder Against FOR 11
CoStar Group, Inc. June 26, 2025 Stockholder proposal regarding support for transparency in political spending, if properly presented. Other Social Issues Shareholder Against FOR 10
Darden Restaurants, Inc. September 18, 2024 To vote on a shareholder proposal requesting the Company disclose the percent of pork raised in group housing and establish targets for achieving 100% group housed pork if properly presented at the meeting. Other Social Issues Shareholder Against FOR 10
FedEx Corporation September 23, 2024 Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals. Environment or Climate Shareholder Against FOR 10
NVIDIA Corporation June 25, 2025 Approval of a stockholder proposal to modify existing reporting on workforce data. Diversity, Equity, and Inclusion Shareholder Against FOR 10
Sysco Corporation November 15, 2024 To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products. Other Social Issues Shareholder Against FOR 10
The Coca-Cola Company April 30, 2025 Vote on shareowner proposal regarding a report on food waste Environment or Climate Shareholder Against FOR 10
The Goldman Sachs Group, Inc. April 23, 2025 Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio Environment or Climate Shareholder Against FOR 10
Alphabet Inc. June 6, 2025 Stockholder proposal regarding a report on online safety for children Other Social Issues Shareholder Against FOR 9
AutoNation, Inc. April 23, 2025 Adoption of stockholder proposal regarding political contributions. Other Social Issues Shareholder Against FOR 9
Cboe Global Markets, Inc. May 6, 2025 Stockholder proposal regarding political spending. Other Social Issues Shareholder Against FOR 9
General Mills, Inc. September 24, 2024 Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Environment or Climate Shareholder Against FOR 9
General Mills, Inc. September 24, 2024 Shareholder Proposal - Plastic Packaging. Environment or Climate Shareholder Against FOR 9
International Business Machines Corporation April 29, 2025 Stockholder Proposal to Support Transparency in Lobbying Other Social Issues Shareholder Against FOR 9
L3Harris Technologies, Inc. April 18, 2025 Shareholder Proposal titled "Transparency in Lobbying". Other Social Issues Shareholder Against FOR 9
Morgan Stanley May 15, 2025 Shareholder proposal requesting an energy supply ratio Environment or Climate Shareholder Against FOR 9
PepsiCo, Inc. May 7, 2025 Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate Shareholder Against FOR 9
Alphabet Inc. June 6, 2025 Stockholder proposal regarding an enhanced disclosure on climate goals Environment or Climate Shareholder Against FOR 8
Bank of America Corporation April 22, 2025 Shareholder proposal request report on lobbying alignment with Bank of America's climate goals Environment or Climate Shareholder Against FOR 8
Bank of America Corporation April 22, 2025 Shareholder proposal requesting disclosure of energy financing ratio Environment or Climate Shareholder Against FOR 8
Cracker Barrel Old Country Store, Inc. November 21, 2024 Shareholder proposal requesting the Company disclose targets for reducing greenhouse gas emissions. Environment or Climate Shareholder Not determined FOR 8
Gilead Sciences, Inc. May 7, 2025 To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce Shareholder Against FOR 8
Otis Worldwide Corporation May 15, 2025 Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues Shareholder Against FOR 8
Skyworks Solutions, Inc. May 14, 2025 To approve a stockholder proposal regarding disclosure of Scope 3 greenhouse gas emissions. Environment or Climate Shareholder Against FOR 8
Best Buy Co., Inc. June 13, 2025 To vote on a shareholder proposal entitled "Publish a Report on the Company's LGBTQIA+ Inclusion Efforts in its Human Capital Management Strategy" Diversity, Equity, and Inclusion Shareholder Against FOR 7
Centene Corporation May 13, 2025 STOCKHOLDER PROPOSAL TO DISCLOSE PLAN TO REDUCE TOTAL CONTRIBUTION TO CLIMATE CHANGE. Environment or Climate Shareholder Against FOR 7
Chevron Corporation May 28, 2025 Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce Shareholder Against FOR 7
Dollar General Corporation May 29, 2025 To vote on a shareholder proposal to adopt a comprehensive human rights policy. Human Rights or Human Capital/workforce Shareholder Against FOR 7
Dollar General Corporation May 29, 2025 To vote on a shareholder proposal to publish a food waste transparency report. Environment or Climate Shareholder Against FOR 7
DraftKings Inc. May 19, 2025 To consider a shareholder proposal regarding board matrix disclosure. Diversity, Equity, and Inclusion Shareholder Against FOR 7
Meritage Homes Corporation May 22, 2025 Shareholder proposal to support transparency in political spending. Other Social Issues Shareholder Against FOR 7
Meta Platforms, Inc. May 28, 2025 A shareholder proposal regarding report on Al data usage oversight. Other Social Issues Shareholder Against FOR 7
Microsoft Corporation December 10, 2024 Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce Shareholder Against FOR 7
Mondelez International, Inc. May 21, 2025 Shareholder Proposal: Report on Climate lobbying Environment or Climate Shareholder Against FOR 7
Mondelez International, Inc. May 21, 2025 Shareholder Proposal: Third-party report assessing effectiveness of implementation of human rights policy Human Rights or Human Capital/workforce Shareholder Against FOR 7
Old Dominion Freight Line, Inc. May 21, 2025 Shareholder proposal regarding emission reduction targets. Environment or Climate Shareholder Against FOR 7
Wells Fargo & Company April 29, 2025 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues Shareholder Against FOR 7
Wells Fargo & Company April 29, 2025 Shareholder Proposal - Energy Supply Ratio. Environment or Climate Shareholder Against FOR 7
Planet Fitness, Inc. May 6, 2025 Stockholder proposal regarding EEO-1 report disclosure policy. Diversity, Equity, and Inclusion Shareholder No recommendation FOR 6
The Southern Company May 21, 2025 Stockholder proposal regarding disclosing assumptions underlying continued reliance on fossil fuel-based energy Environment or Climate Shareholder Against FOR 6
Deere & Company February 26, 2025 Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion Shareholder Against FOR 5
Meta Platforms, Inc. May 28, 2025 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Other Social Issues Shareholder Against FOR 5
Alphabet Inc. June 6, 2025 Stockholder proposal regarding a report on Al data usage oversight Other Social Issues Shareholder Against FOR 4
Amazon.com, Inc. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder Against FOR 4
Columbia Sportswear Company June 5, 2025 Shareholder proposal regarding the adoption of GHG emissions reduction targets. Environment or Climate Shareholder Against FOR 4
Crown Holdings, Inc. May 1, 2025 Consideration of a Shareholder proposal regarding transparency in political spending. Other Social Issues Shareholder Against FOR 4
Knight-Swift Transportation Holdings Inc. May 13, 2025 Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues Shareholder Against FOR 4
Sonoco Products Company April 16, 2025 Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues Shareholder Against FOR 4
Spirit AeroSystems Holdings, Inc. May 23, 2025 The Stockholder Proposal titled "Transparency in Political Spending" Other Social Issues Shareholder Against FOR 4
Texas Roadhouse, Inc. May 15, 2025 An Advisory Vote on a Shareholder Proposal Regarding the Adoption of a Policy Requiring the Disclosure of Texas Roadhouse's Consolidated EEO-1 Report Diversity, Equity, and Inclusion Shareholder Against FOR 4
Alphabet Inc. June 6, 2025 Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder Against FOR 3
Alphabet Inc. June 6, 2025 Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies Other Social Issues Shareholder Against FOR 3
Amazon.com, Inc. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder Against FOR 3
Amazon.com, Inc. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate Shareholder Against FOR 3
SkyWest, Inc. May 6, 2025 A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce Shareholder Against FOR 3
Visa Inc. January 28, 2025 Shareholder proposal on transparency in lobbying. Other Social Issues Shareholder Against FOR 3
Amazon.com, Inc. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate Shareholder Against FOR 2
BJ's Restaurants, Inc. June 12, 2025 Shareholder proposal requesting that the Company publish a food waste transparency report. Environment or Climate Shareholder Against FOR 2
Cintas Corporation October 29, 2024 A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate Shareholder Against FOR 2
Constellation Brands, Inc. July 17, 2024 Stockholder proposal on circular packaging. Environment or Climate Shareholder Against FOR 2
Constellation Brands, Inc. July 17, 2024 Stockholder proposal on greenhouse gas emissions. Environment or Climate Shareholder Against FOR 2
Constellation Brands, Inc. July 17, 2024 Stockholder proposal on managing supply chain water risk. Environment or Climate Shareholder Against FOR 2
FedEx Corporation September 23, 2024 Stockholder proposal regarding a Just Transition report. Environment or Climate Shareholder Against FOR 2
Merck & Co., Inc. May 27, 2025 Shareholder proposal regarding a tax transparency report. Other Social Issues Shareholder Against FOR 2
Meta Platforms, Inc. May 28, 2025 A shareholder proposal regarding report on risks of deepfakes in online child exploitation. Other Social Issues Shareholder Against FOR 2
Microsoft Corporation December 10, 2024 Report on AI Misinformation and Disinformation Other Social Issues Shareholder Against FOR 2
Microsoft Corporation December 10, 2024 Report on Risks of Weapons Development Other Social Issues Shareholder Against FOR 2
NIKE, Inc. September 10, 2024 To consider a shareholder proposal regarding Worker-Driven Social Responsibility, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder Against FOR 2
NIKE, Inc. September 10, 2024 To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce Shareholder Against FOR 2
PepsiCo, Inc. May 7, 2025 Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder Against FOR 2
Smith & Wesson Brands, Inc. September 17, 2024 A stockholder proposal (human rights impact assessment); Human Rights or Human Capital/workforce Shareholder Against FOR 2
Walmart Inc. June 5, 2025 Racial Equity Audit Diversity, Equity, and Inclusion Shareholder Against FOR 2
Alphabet Inc. June 6, 2025 Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA Human Rights or Human Capital/workforce Shareholder Against FOR 1
Amazon.com, Inc. May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI Human Rights or Human Capital/workforce Shareholder Against FOR 1
Amazon.com, Inc. May 21, 2025 Shareholder proposal requesting a report on data dosage oversight in AI offerings Other Social Issues Shareholder Against FOR 1
Apple Inc. February 25, 2025 A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" Other Social Issues Shareholder Against FOR 1
Apple Inc. February 25, 2025 A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" Other Social Issues Shareholder Against FOR 1
Berkshire Hathaway Inc. May 3, 2025 Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio. Environment or Climate Shareholder Against FOR 1
Berkshire Hathaway Inc. May 3, 2025 Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio. Diversity, Equity, and Inclusion Shareholder Against FOR 1
Boyd Gaming Corporation May 8, 2025 Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues Shareholder Against FOR 1
Cadence Design Systems, Inc. May 8, 2025 Stockholder proposal regarding political spending. Other Social Issues Shareholder Against FOR 1
Campbell Soup Company November 19, 2024 To vote on a shareholder proposal regarding a diversity audit. Diversity, Equity, and Inclusion Shareholder Against FOR 1
Casey's General Stores, Inc. August 28, 2024 Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate Shareholder Against FOR 1
Caterpillar, Inc. June 11, 2025 Shareholder Proposal - Civil Rights Audit Diversity, Equity, and Inclusion Shareholder Against FOR 1
Darden Restaurants, Inc. September 18, 2024 To vote on a shareholder proposal requesting the Company comply with WHO guidelines for antimicrobials for food-producing animals in the supply chain if properly presented at the meeting. Environment or Climate Shareholder Against FOR 1
Darden Restaurants, Inc. September 18, 2024 To vote on a shareholder proposal requesting the Company issue a report on if and how it will reduce greenhouse gas emissions in alignment with the Paris Agreement's 1.5 degree goal if properly presented at the meeting. Environment or Climate Shareholder Against FOR 1
Deere & Company February 26, 2025 Shareholder proposal on a report on effectiveness of efforts to create a meritocratic workplace Diversity, Equity, and Inclusion Shareholder Against FOR 1
Elevance Health, Inc. May 14, 2025 Shareholder proposal requesting report on the effectiveness of Diversity, Equity and Inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 1
Hormel Foods Corporation January 28, 2025 Stockholder proposal requesting publication of targets for significantly increasing group sow housing in the Company's supply chain, if properly presented at the meeting. Other Social Issues Shareholder Against FOR 1

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Built October 13, 2026 from SEC Form N-PX filings.