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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

6,135 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, 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
StoneCo Ltd. April 23, 2025 Elect Director Diego Fresco Gutierrez Director Elections Board AGAINST 4
StoneCo Ltd. April 23, 2025 Elect Director Gilberto Caldart Director Elections Board AGAINST 4
StoneCo Ltd. April 23, 2025 Elect Director Jose Alexandre Scheinkman Director Elections Board AGAINST 4
StoneCo Ltd. April 23, 2025 Elect Director Luciana Ibiapina Lira Aguiar Director Elections Board AGAINST 4
StoneCo Ltd. April 23, 2025 Elect Director Mauricio Luis Luchetti Director Elections Board AGAINST 4
StoneCo Ltd. April 23, 2025 Elect Director Silvio Jose Morais Director Elections Board AGAINST 4
Subaru Corp. June 25, 2025 Elect Director Osaki, Atsushi Director Elections Board AGAINST 4
Sumitomo Corp. June 20, 2025 Elect Director Ueno, Shingo Director Elections Board AGAINST 4
Sumitomo Corp. June 20, 2025 Elect Director and Audit Committee Member Nagashima, Yukiko Director Elections Board AGAINST 4
Sumitomo Electric Industries Ltd. June 26, 2025 Elect Director Inoue, Osamu Director Elections Board AGAINST 4
Sumitomo Mitsui Financial Group, Inc. June 27, 2025 Elect Director Nakashima, Toru Director Elections Board AGAINST 4
Sumitomo Mitsui Trust Group, Inc. June 20, 2025 Elect Director Okubo, Tetsuo Director Elections Board AGAINST 4
Sumitomo Mitsui Trust Group, Inc. June 20, 2025 Elect Director Takakura, Toru Director Elections Board AGAINST 4
Sumitomo Realty & Development Co., Ltd. June 27, 2025 Elect Director Tamura, Hakaru Director Elections Board AGAINST 4
Summit Therapeutics Inc. June 12, 2025 Approval, by a non-binding advisory vote, of the compensation of our named executive officers. Say-on-Pay Board AGAINST 4
Summit Therapeutics Inc. June 12, 2025 ELECTION OF DIRECTORS: Alessandra Cesano Director Elections Board AGAINST 4
Summit Therapeutics Inc. June 12, 2025 ELECTION OF DIRECTORS: Kenneth A. Clark Director Elections Board AGAINST 4
Suntory Beverage & Food Ltd. March 26, 2025 Elect Director Ono, Makiko Director Elections Board AGAINST 4
Surgery Partners, Inc. June 6, 2025 Approval of the Surgery Partners, Inc. 2025 Omnibus Incentive Plan. Compensation Board AGAINST 4
Surgery Partners, Inc. June 6, 2025 Approval, on an advisory basis, of the compensation paid by the Company to its named executive officers. Say-on-Pay Board AGAINST 4
Suzuki Motor Corp. June 27, 2025 Elect Director Suzuki, Toshihiro Director Elections Board AGAINST 4
Svenska Cellulosa AB SCA April 4, 2025 Reelect Helena Stjernholm as Director Director Elections Board AGAINST 4
Sysmex Corp. June 27, 2025 Elect Director Asano, Kaoru Director Elections Board AGAINST 4
T&D Holdings, Inc. June 26, 2025 Elect Director Moriyama, Masahiko Director Elections Board AGAINST 4
TAISEI Corp. June 24, 2025 Elect Director Aikawa, Yoshiro Director Elections Board AGAINST 4
TFS Financial Corporation February 20, 2025 Advisory vote on compensation of named Executive Officers. Say-on-Pay Board AGAINST 4
TFS Financial Corporation February 20, 2025 Election of Directors: ROBERT A. FIALA Director Elections Board AGAINST 4
TG Therapeutics, Inc. June 12, 2025 Election of Directors: Laurence Charney Director Elections Board WITHHOLD 4
TG Therapeutics, Inc. June 12, 2025 Election of Directors: Michael S. Weiss Director Elections Board WITHHOLD 4
TIS, Inc. (Japan) June 24, 2025 Elect Director Okamoto, Yasushi Director Elections Board AGAINST 4
TOPPAN Holdings, Inc. June 27, 2025 Elect Director Maro, Hideharu Director Elections Board AGAINST 4
Takeda Pharmaceutical Co., Ltd. June 25, 2025 Elect Director Christophe Weber Director Elections Board AGAINST 4
Takeda Pharmaceutical Co., Ltd. June 25, 2025 Elect Director Higashi, Emiko Director Elections Board AGAINST 4
Temenos AG May 13, 2025 Reappoint Cecilia Hulten as Member of the Compensation Committee Director Elections Board AGAINST 4
Teradata Corporation May 15, 2025 Election of Directors: Joanne B. Olsen Director Elections Board AGAINST 4
Teradata Corporation May 15, 2025 Election of Directors: Michael P. Gianoni Director Elections Board AGAINST 4
Teradata Corporation May 15, 2025 Election of Directors: Todd E. McElhatton Director Elections Board AGAINST 4
Terumo Corp. June 24, 2025 Elect Director Takagi, Toshiaki Director Elections Board AGAINST 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
The Baldwin Insurance Group, Inc. June 5, 2025 Company Proposal - To elect three Class III Directors to serve until the 2028 Annual Meeting of Shareholders or until their successors are duly elected and qualified: Joseph Kadow Director Elections Board WITHHOLD 4
The Beauty Health Company June 12, 2025 Election of Directors: Brian Miller Director Elections Board WITHHOLD 4
The Buckle, Inc. June 2, 2025 Election of Directors: Karen B. Rhoads Director Elections Board WITHHOLD 4
The Carlyle Group Inc. May 29, 2025 Election of Directors: Daniel A. D'Aniello Director Elections Board WITHHOLD 4
The Carlyle Group Inc. May 29, 2025 Election of Directors: David M. Rubenstein Director Elections Board WITHHOLD 4
The Carlyle Group Inc. May 29, 2025 Election of Directors: Derica W. Rice Director Elections Board WITHHOLD 4
The Carlyle Group Inc. May 29, 2025 Election of Directors: James H. Hance, Jr. Director Elections Board WITHHOLD 4
The Carlyle Group Inc. May 29, 2025 Election of Directors: Linda H. Filler Director Elections Board WITHHOLD 4
The Carlyle Group Inc. May 29, 2025 Election of Directors: Sharda Cherwoo Director Elections Board WITHHOLD 4
The Carlyle Group Inc. May 29, 2025 Election of Directors: William J. Shaw Director Elections Board WITHHOLD 4
The Carlyle Group Inc. May 29, 2025 Non-Binding Vote to Approve Named Executive Officer Compensation ("Say-on-Pay") Say-on-Pay Board AGAINST 4
The Cheesecake Factory Incorporated May 22, 2025 To approve the second amendment to The Cheesecake Factory Incorporated Stock Incentive Plan. Compensation Board AGAINST 4
The Chiba Bank, Ltd. June 27, 2025 Elect Director Yonemoto, Tsutomu Director Elections Board AGAINST 4
The Goldman Sachs Group, Inc. April 23, 2025 Advisory Vote to Approve Executive Compensation (Say on Pay) Say-on-Pay Board AGAINST 4
The Hong Kong and China Gas Company Limited June 4, 2025 Elect Andrew Fung Hau-chung as Director Director Elections Board AGAINST 4
The Hong Kong and China Gas Company Limited June 4, 2025 Elect Chan Ying-lung as Director Director Elections Board AGAINST 4
The Hong Kong and China Gas Company Limited June 4, 2025 Elect Peter Wong Wai-yee as Director Director Elections Board AGAINST 4
The New York Times Company April 30, 2025 Election of Directors: Anuradha B. Subramanian Director Elections Board WITHHOLD 4
The New York Times Company April 30, 2025 Election of Directors: John W. Rogers, Jr. Director Elections Board WITHHOLD 4
The New York Times Company April 30, 2025 Election of Directors: Rachel Glaser Director Elections Board WITHHOLD 4
The New York Times Company April 30, 2025 Election of Directors: Rebecca Van Dyck Director Elections Board WITHHOLD 4
The Sage Group plc. February 6, 2025 Approve Remuneration Policy Compensation Board AGAINST 4
The Toro Company March 18, 2025 Election of Directors: James C. O'Rourke Director Elections Board WITHHOLD 4
The Toro Company March 18, 2025 Election of Directors: Joyce A. Mullen Director Elections Board WITHHOLD 4
The Trade Desk, Inc. May 27, 2025 The approval of The Trade Desk, Inc. 2025 Incentive Award Plan, which is an amendment and restatement of our 2016 Incentive Award Plan. Compensation Board AGAINST 4
Toho Co., Ltd. May 29, 2025 Elect Director Matsuoka, Hiroyasu Director Elections Board AGAINST 4
Tokio Marine Holdings, Inc. June 23, 2025 Elect Director Komiya, Satoru Director Elections Board AGAINST 4
Tokyo Metro Co., Ltd. June 25, 2025 Appoint Statutory Auditor Sakai, Tatsufumi Compensation Board AGAINST 4
Tokyo Metro Co., Ltd. June 25, 2025 Elect Director Kosaka, Akihiro Director Elections Board AGAINST 4
Tokyu Corp. June 27, 2025 Elect Director Horie, Masahiro Director Elections Board AGAINST 4
Toray Industries, Inc. June 26, 2025 Elect Director Oya, Mitsuo Director Elections Board AGAINST 4
Toyota Industries Corp. June 10, 2025 Elect Director Handa, Junichi Director Elections Board AGAINST 4
Toyota Industries Corp. June 10, 2025 Elect Director Ito, Koichi Director Elections Board AGAINST 4
Toyota Industries Corp. June 10, 2025 Elect Director Kumakura, Kazunari Director Elections Board AGAINST 4
Toyota Industries Corp. June 10, 2025 Elect Director Onishi, Akira Director Elections Board AGAINST 4
Toyota Industries Corp. June 10, 2025 Elect Director Shimizu, Tokiko Director Elections Board AGAINST 4
Toyota Industries Corp. June 10, 2025 Elect Director Sumi, Shuzo Director Elections Board AGAINST 4
Toyota Industries Corp. June 10, 2025 Elect Director Terashi, Shigeki Director Elections Board AGAINST 4
Toyota Motor Corp. June 12, 2025 Elect Director Sato, Koji Director Elections Board AGAINST 4
Toyota Motor Corp. June 12, 2025 Elect Director and Audit Committee Member George Olcott Director Elections Board AGAINST 4
Toyota Tsusho Corp. June 20, 2025 Elect Director Didier Leroy Director Elections Board AGAINST 4
Toyota Tsusho Corp. June 20, 2025 Elect Director Murakami, Nobuhiko Director Elections Board AGAINST 4
TransMedics Group, Inc. May 22, 2025 Election of Directors: Merilee Raines Director Elections Board AGAINST 4
Trend Micro, Inc. March 27, 2025 Elect Director Eva Chen Director Elections Board AGAINST 4
TriNet Group, Inc. May 22, 2025 Election of Directors: Myrna Soto Director Elections Board WITHHOLD 4
TriNet Group, Inc. May 22, 2025 Election of Directors: Paul Chamberlain Director Elections Board WITHHOLD 4
TriNet Group, Inc. May 22, 2025 Election of Directors: Wayne B. Lowell Director Elections Board WITHHOLD 4
Twist Bioscience Corporation February 5, 2025 Election of Class I Directors: Melissa Starovasnik Director Elections Board WITHHOLD 4
Twist Bioscience Corporation February 5, 2025 Election of Class I Directors: Nelson Chan Director Elections Board WITHHOLD 4
Twist Bioscience Corporation February 5, 2025 Election of Class I Directors: Robert Ragusa Director Elections Board WITHHOLD 4
UGI Corporation January 31, 2025 Election of Directors Elect ten director nominees: M. Shawn Bort Director Elections Board AGAINST 4
UMB Financial Corporation August 6, 2024 Proposal to approve an amendment to the UMB articles of incorporation to increase the number of authorized shares of UMB common stock from eighty million (80,000,000) shares to one hundred sixty million (160,000,000) shares (the "UMB articles amendment" and such proposal, the "UMB articles amendment proposal"); Capital Structure Board ABSTAIN 4
UWM Holdings Corporation June 4, 2025 Election of Directors: Alex Elezaj Director Elections Board WITHHOLD 4
UWM Holdings Corporation June 4, 2025 Election of Directors: Mat Ishbia Director Elections Board WITHHOLD 4
Ultragenyx Pharmaceutical Inc. May 15, 2025 Nominees: Amrit Ray, M.D. Director Elections Board WITHHOLD 4
Ultragenyx Pharmaceutical Inc. May 15, 2025 Nominees: Matthew K. Fust Director Elections Board WITHHOLD 4
Under Armour, Inc. September 4, 2024 Election of Directors: Carolyn N. Everson Director Elections Board WITHHOLD 4
Under Armour, Inc. September 4, 2024 Election of Directors: Douglas E. Coltharp Director Elections Board WITHHOLD 4
Under Armour, Inc. September 4, 2024 Election of Directors: Eric T. Olson Director Elections Board WITHHOLD 4
Under Armour, Inc. September 4, 2024 Election of Directors: Jerri L. DeVard Director Elections Board WITHHOLD 4
Under Armour, Inc. September 4, 2024 Election of Directors: Karen W. Katz Director Elections Board WITHHOLD 4

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