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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.
| Company | Meeting | Proposal | Category | On the ballot from | Board recommended | Equitable voted | Funds |
|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. | May 20, 2025 | Report on social impacts of transition finance | Environment or Climate | Shareholder | Against | FOR | 1 |
| Johnson & Johnson | April 24, 2025 | Produce a human rights impact assessment | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Lennar Corporation | April 9, 2025 | Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQIA+ equity and inclusion efforts in its human capital management strategy. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| Lennar Corporation | April 9, 2025 | Vote on a stockholder proposal requesting disclosure on how the Company intends to reduce greenhouse gas emissions. | Environment or Climate | Shareholder | Against | FOR | 1 |
| Mastercard Incorporated | June 24, 2025 | Consideration of a stockholder proposal requesting a racial equity audit report | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| McDonald's Corporation | May 20, 2025 | Advisory Vote on Disclosure on Climate Transition Plans. | Environment or Climate | Shareholder | Against | FOR | 1 |
| McKesson Corporation | July 31, 2024 | Shareholder Proposal on Report on Risks of State Policies Restricting Reproductive Health Care | Other Social Issues | Shareholder | Against | FOR | 1 |
| Merck & Co., Inc. | May 27, 2025 | Shareholder proposal regarding a human rights impact assessment. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Meta Platforms, Inc. | May 28, 2025 | A shareholder proposal regarding GHG emissions reduction actions. | Environment or Climate | Shareholder | Against | FOR | 1 |
| Meta Platforms, Inc. | May 28, 2025 | A shareholder proposal regarding report on AI data usage oversight. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Microchip Technology Incorporated | August 20, 2024 | Stockholder proposal requesting that our Board of Directors commission an independent third-party report, at reasonable expense and excluding proprietary information, on our due diligence process to determine whether our customers' use of our products contribute or are linked to violations of international law. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Microsoft Corporation | December 10, 2024 | Report on Artificial Intelligence and Machine Learning Tools for Oil and Gas Development and Production | Other Social Issues | Shareholder | Against | FOR | 1 |
| Microsoft Corporation | December 10, 2024 | Report on Risks of Weapons Development. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Mondelez International, Inc. | May 21, 2025 | Shareholder Proposal: Assessment of the Company's supplier and partner code of conduct due diligence process | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Mondelez International, Inc. | May 21, 2025 | Shareholder Proposal: Report on flexible plastic packaging | Environment or Climate | Shareholder | Against | FOR | 1 |
| Mondelez International, Inc. | May 21, 2025 | Shareholder Proposal: Report on recycled content claims | Environment or Climate | Shareholder | Against | FOR | 1 |
| Oracle Corporation | November 14, 2024 | Stockholder Proposal Regarding a Report on Climate Risks to Retirement Plan Beneficiaries | Environment or Climate | Shareholder | Against | FOR | 1 |
| Palo Alto Networks, Inc. | December 10, 2024 | To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding a report on climate risks to retirement plan beneficiaries. | Environment or Climate | Shareholder | Against | FOR | 1 |
| PepsiCo, Inc. | May 7, 2025 | Shareholder Proposal - Sustainable Packaging Policies for Plastics. | Environment or Climate | Shareholder | Against | FOR | 1 |
| PepsiCo, Inc. | May 7, 2025 | Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. | Environment or Climate | Shareholder | Against | FOR | 1 |
| QUALCOMM Incorporated | March 18, 2025 | Stockholder proposal entitled "Protect Retirement Benefits." | Environment or Climate | Shareholder | Against | FOR | 1 |
| Starbucks Corporation | March 12, 2025 | Shareholder proposal requesting disclosure on cage-free egg commitments in China and Japan | Other Social Issues | Shareholder | Against | FOR | 1 |
| Target Corporation | June 11, 2025 | Shareholder proposal requesting a report on how affirmative action initiatives impact Target's risks related to actual and perceived discrimination. | Environment or Climate | Shareholder | Against | FOR | 1 |
| The Bank of Nova Scotia | April 8, 2025 | Shareholder Proposal Regarding Racial Equity Audit | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| The Bank of Nova Scotia | April 8, 2025 | Shareholder Proposal Regarding Say on Climate | Environment or Climate | Shareholder | Against | FOR | 1 |
| The Coca-Cola Company | April 30, 2025 | Vote on shareowner proposal regarding an assessment of non-sugar sweeteners | Environment or Climate | Shareholder | Against | FOR | 1 |
| The Home Depot, Inc. | May 22, 2025 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment | Environment or Climate | Shareholder | Against | FOR | 1 |
| The Kraft Heinz Company | May 8, 2025 | Stockholder Proposal - Report on plastic packaging, if properly presented. | Environment or Climate | Shareholder | Against | FOR | 1 |
| The Kraft Heinz Company | May 8, 2025 | Stockholder Proposal - Report on recyclability claims, if properly presented. | Environment or Climate | Shareholder | Against | FOR | 1 |
| The Travelers Companies, Inc. | May 21, 2025 | Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. | Environment or Climate | Shareholder | Against | FOR | 1 |
| Verizon Communications Inc. | May 22, 2025 | Climate lobbying alignment | Environment or Climate | Shareholder | Against | FOR | 1 |
| Walmart Inc. | June 5, 2025 | Health and Safety Governance | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Walmart Inc. | June 5, 2025 | Report on Reduction of Plastic Packaging and Recyclability Claims | Environment or Climate | Shareholder | Against | FOR | 1 |
| Yum! Brands, Inc. | May 15, 2025 | Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. | Environment or Climate | Shareholder | Against | FOR | 1 |
| Yum! Brands, Inc. | May 15, 2025 | Shareholder Proposal Regarding Workplace Safety Policies and Practices. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
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Built October 13, 2026 from SEC Form N-PX filings.