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Lincoln Financial 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Lincoln Financial 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

250 proposals. Every shareholder proposal Lincoln Financial backed in 2023-2024 is listed here.

Lincoln Financial, 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 recommendedLincoln Financial votedFunds
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder Against FOR 10
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Other Social Issues Shareholder Against FOR 10
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a lobbying report Other Social Issues Shareholder Against FOR 8
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce Shareholder Against FOR 8
MICROSOFT CORP. December 7, 2023 Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce Shareholder Against FOR 7
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a human rights assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce Shareholder Against FOR 6
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on generative Al misinformation and disinformation risks Other Social Issues Shareholder Against FOR 6
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on online safety for children Other Social Issues Shareholder Against FOR 6
DEXCOM INC. May 22, 2024 To provide a non-binding, advisory vote on transparency in lobbying. Other Social Issues Shareholder Against FOR 6
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising. Human Rights or Human Capital/workforce Shareholder Against FOR 6
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues Shareholder Against FOR 6
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion Shareholder Against FOR 6
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER DUE DILIGENCE Human Rights or Human Capital/workforce Shareholder Against FOR 5
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES Human Rights or Human Capital/workforce Shareholder Against FOR 5
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate Shareholder Against FOR 5
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion Shareholder Against FOR 5
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS Environment or Climate Shareholder Against FOR 5
APPLE INC. February 28, 2024 A shareholder proposal requesting a report on the use of Al Other Social Issues Shareholder Against FOR 5
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 5
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to publish an annual report disclosing lobbying activities. Other Social Issues Shareholder Against FOR 5
MICROSOFT CORP. December 7, 2023 Report on AI Misinformation and Disinformation Other Social Issues Shareholder Against FOR 5
MICROSOFT CORP. December 7, 2023 Report on Climate Risks to Retirement Plan Beneficiaries Environment or Climate Shareholder Against FOR 5
TESLA INC. June 13, 2024 A stockholder proposal regarding adoption of a freedom of association and collective bargaining policy, if properly presented. Human Rights or Human Capital/workforce Shareholder Against FOR 5
TESLA INC. June 13, 2024 A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. Human Rights or Human Capital/workforce Shareholder Against FOR 5
ABBVIE INC. May 3, 2024 Stockholder Proposal - to Issue Annual Report on Lobbying Other Social Issues Shareholder Against FOR 4
ABBVIE INC. May 3, 2024 Stockholder Proposal - to Issue a Report on Patent Process Other Social Issues Shareholder Against FOR 4
AIRBNB INC. June 5, 2024 Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 4
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on climate risks to retirement plan beneficiaries Environment or Climate Shareholder Against FOR 4
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on reproductive healthcare misinformation risks Other Social Issues Shareholder Against FOR 4
APPLE INC. February 28, 2024 A shareholder proposal entitled "Racial and Gender Pay Gaps" Diversity, Equity, and Inclusion Shareholder Against FOR 4
APPLIED MATERIALS INC. March 7, 2024 Shareholder proposal requesting that Applied Materials prepare a report disclosing Applied Materials? policy and procedures governing lobbying and payments by Applied Materials used for lobbying. Other Social Issues Shareholder Against FOR 4
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding lobbying activities. Other Social Issues Shareholder Against FOR 4
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder Against FOR 4
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to adopt a comprehensive human rights policy Human Rights or Human Capital/workforce Shareholder Against FOR 4
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 4
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding Political Contributions Congruency Analysis Other Social Issues Shareholder Against FOR 4
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on framework to assess company lobbying alignment with climate goals. Environment or Climate Shareholder Against FOR 4
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on human rights risks in non-US markets. Other Social Issues Shareholder Against FOR 4
MICROSOFT CORP. December 7, 2023 Report on Risks of Weapons Development Other Social Issues Shareholder Against FOR 4
MICROSOFT CORP. December 7, 2023 Report on Tax Transparency Other Social Issues Shareholder Against FOR 4
NIKE INC. September 12, 2023 To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 4
NIKE INC. September 12, 2023 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 4
OLD DOMINION FREIGHT LINE INC. May 15, 2024 Shareholder proposal regarding greenhouse gas reduction. Environment or Climate Shareholder Against FOR 4
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues Shareholder Not determined FOR 4
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan Environment or Climate Shareholder Not determined FOR 4
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding Tyson Foods' labor practices. Human Rights or Human Capital/workforce Shareholder Against FOR 4
UNITEDHEALTH GROUP INC. June 3, 2024 If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. Other Social Issues Shareholder Against FOR 4
VERTEX PHARMACEUTICALS INC. May 15, 2024 Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion Shareholder Against FOR 4
WINGSTOP INC. May 23, 2024 Vote on a stockholder proposal regarding greenhouse gas emissions reporting and goals, if properly presented at the Annual Meeting of Stockholders; and Environment or Climate Shareholder Against FOR 4
ADOBE INC. April 17, 2024 Stockholder Proposal - Reporting on Hiring of Persons with Arrest or Incarceration Records. Human Rights or Human Capital/workforce Shareholder Against FOR 3
ALTRIA GROUP INC. May 16, 2024 Shareholder Proposal ? Report on Congruence of Political and Lobbying Expenditures with the Company?s Vision, Responsibility Focus Areas and Cultural Aspiration Other Social Issues Shareholder Against FOR 3
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues Shareholder Against FOR 3
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate Shareholder Against FOR 3
AMKOR TECHNOLOGY INC. May 14, 2024 Shareholder proposal to report on effectiveness of the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 3
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate Shareholder Against FOR 3
BANK OF AMERICA CORP. April 24, 2024 Shareholder proposal requesting report on lobbying alignment with Bank of America?s climate goals Environment or Climate Shareholder Against FOR 3
BANK OF NEW YORK MELLON CORP. April 9, 2024 Stockholder proposal regarding transperency in lobbying, if properly presented. Other Social Issues Shareholder Against FOR 3
BERKSHIRE HATHAWAY INC. May 4, 2024 Shareholder proposal regarding how the Company intends to measure, disclose and reduce GHG emissions associated with its underwriting, insuring and investing activities. Environment or Climate Shareholder Against FOR 3
BERKSHIRE HATHAWAY INC. May 4, 2024 Shareholder proposal regarding the reporting on the effectiveness of the Corporation's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 3
BLACKROCK INC. May 15, 2024 Shareholder Proposal - Report on Proxy Voting Record and Policies for Climate Change-Related Proposals. Environment or Climate Shareholder Against FOR 3
CISCO SYSTEMS INC. December 6, 2023 Stockholder Proposal - Approval to have Cisco's Board issue a tax transparency report in consideration of the Global Reporting Initiative's Tax Standard. Other Social Issues Shareholder Against FOR 3
COMCAST CORP. June 10, 2024 Report on political expenditures misalignment with company values Other Social Issues Shareholder Against FOR 3
CROWN HOLDINGS INC. May 2, 2024 Consideration of a Shareholder's proposal regarding transparency in political spending. Other Social Issues Shareholder Not determined FOR 3
CVS HEALTH CORP. May 16, 2024 Stockholder Proposal Requesting an Independent, Third Party Worker Rights Assessment and Report. Human Rights or Human Capital/workforce Shareholder Against FOR 3
DELL TECHNOLOGIES INC. June 27, 2024 Shareholder proposal seeking a report to shareholders on the effectiveness of Dell Technologies Inc.'s diversity, equity, and inclusion efforts Diversity, Equity, and Inclusion Shareholder Against FOR 3
DELTA AIR LINES INC. June 20, 2024 A shareholder proposal requesting the adoption of a non-interference policy. Human Rights or Human Capital/workforce Shareholder Against FOR 3
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to establish and report on a process by which the impact of extended patent exclusivities on product access would be considered in deciding whether to apply for secondary and tertiary patents. Other Social Issues Shareholder Against FOR 3
EXXON MOBIL CORP. May 29, 2024 Additional Pay Report on Gender and Racial Basis Diversity, Equity, and Inclusion Shareholder Against FOR 3
EXXON MOBIL CORP. May 29, 2024 Report on Plastic Production Under SCS Scenario Environment or Climate Shareholder Against FOR 3
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment Environment or Climate Shareholder Against FOR 3
HUNTSMAN CORP. May 2, 2024 Stockholder proposal regarding transparency in political spending. Other Social Issues Shareholder Against FOR 3
JPMORGAN CHASE & CO. May 21, 2024 Indigenous peoples' rights indicators Human Rights or Human Capital/workforce Shareholder Against FOR 3
JPMORGAN CHASE & CO. May 21, 2024 Proxy voting alignment Environment or Climate Shareholder Against FOR 3
MASTERCARD INC. June 18, 2024 Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues Shareholder Against FOR 3
NETFLIX INC. June 6, 2024 Stockholder proposal entitled, "Report on Netflix's Use of Artificial Intelligence," if properly presented at the meeting. Other Social Issues Shareholder Against FOR 3
PACCAR INC. April 30, 2024 Stockholder proposal regarding a report on climate-related policy engagement Environment or Climate Shareholder Against FOR 3
PEPSICO INC. May 1, 2024 Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder Not determined FOR 3
QUEST DIAGNOSTICS INC. May 16, 2024 Stockholder proposal regarding managing climate risk through science-based targets and transition planning Environment or Climate Shareholder Against FOR 3
ROSS STORES INC. May 22, 2024 To vote on a stockholder proposal regarding reporting on material value chain GHG emissions, if properly presented at the Annual Meeting. Environment or Climate Shareholder Against FOR 3
RYDER SYSTEM INC. May 3, 2024 To vote, on an advisory basis, on a shareholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate Shareholder Against FOR 3
RYDER SYSTEM INC. May 3, 2024 To vote, on an advisory basis, on a shareholder proposal regarding the Company's climate change strategy and related impacts on employment. Environment or Climate Shareholder Against FOR 3
TEXAS ROADHOUSE INC. May 16, 2024 An Advisory Vote on a Shareholder Proposal Regarding the Issuance of a Climate Report. Environment or Climate Shareholder Against FOR 3
TJX COMPANIES INC. June 4, 2024 Shareholder proposal FOR a report on effectiveness of social compliance efFORts in TJX's supply chain Human Rights or Human Capital/workforce Shareholder Not determined FOR 3
TRUIST FINANCIAL CORP. April 23, 2024 Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 3
VERIZON COMMUNICATIONS INC. May 9, 2024 Political expenditures misalignment Other Social Issues Shareholder Not determined FOR 3
WALMART INC. June 5, 2024 Workplace Safety & Violence Review Human Rights or Human Capital/workforce Shareholder Against FOR 3
WALT DISNEY CO. April 3, 2024 Shareholder Proposal, if properly presented, requesting a political expenditures report Other Social Issues Shareholder Not determined FOR 3
ALPHABET INC. June 7, 2024 Stockholder Proposal Regarding a Report on Generative AI Misinformation and Disinformation Risks Other Social Issues Shareholder Against FOR 2
ALTRIA GROUP INC. May 16, 2024 Shareholder Proposal ? Repost Assessing the Benefits to Altria of Extended Producer Responsibility Laws for Spent Tobacco Filters for Tobacco Companies Operating in the U.S. Market Environment or Climate Shareholder Against FOR 2
AMERICAN EXPRESS CO. May 6, 2024 Shareholder proposal relating to climate lobbying. Environment or Climate Shareholder Against FOR 2
AMERICAN TOWER CORP. May 22, 2024 To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps. Diversity, Equity, and Inclusion Shareholder Against FOR 2
APPLIED MATERIALS INC. March 7, 2024 Shareholder proposal requesting that Applied Materials report on quantitative median and adjusted pay gaps across race and gender. Diversity, Equity, and Inclusion Shareholder Against FOR 2
AUTONATION INC. April 24, 2024 Adoption of stockholder proposal regarding political contributions. Other Social Issues Shareholder Against FOR 2
BOEING CO. May 17, 2024 Adoption of Value Chain Emission Reduction Target. Environment or Climate Shareholder Against FOR 2
BOEING CO. May 17, 2024 Racial and Gender Pay Gap Disclosure. Diversity, Equity, and Inclusion Shareholder Against FOR 2
BOOKING HOLDINGS INC. June 4, 2024 Stockholder proposal requesting a non-binding stockholder vote regarding reproductive rights and data privacy. Other Social Issues Shareholder Not determined FOR 2
BOYD GAMING CORP. May 9, 2024 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 2
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate Shareholder Against FOR 2
CATERPILLAR INC. June 12, 2024 Shareholder Proposal - Lobbying?Disclosure Other Social Issues Shareholder Against FOR 2
CENTENE CORP. May 14, 2024 STOCKHOLDER PROPOSAL FOR MANAGING CLIMATE RISK THROUGH SCIENCE-BASED TARGETS AND TRANSITION PLANNING. Environment or Climate Shareholder Against FOR 2

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Built October 18, 2026 from SEC Form N-PX filings.