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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
CHEVRON CORP. May 29, 2024 Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce Shareholder Against FOR 2
CHEVRON CORP. May 29, 2024 Report on Tax Practices Other Social Issues Shareholder Against FOR 2
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting a report on adoption?of automation. Other Social Issues Shareholder Against FOR 2
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting a report on harassment?and discrimination statistics. Human Rights or Human Capital/workforce Shareholder Against FOR 2
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting an audit of safety?practices. Human Rights or Human Capital/workforce Shareholder Against FOR 2
CINTAS CORP. October 24, 2023 A shareholder proposal regarding greater disclosure of material corporate diversity, equity and inclusion data, if properly presented at the meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 2
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on greenhouse gas emissions Environment or Climate Shareholder Against FOR 2
DEXCOM INC. May 22, 2024 To provide a non-binding, advisory vote on pay equity disclosure. Diversity, Equity, and Inclusion Shareholder Against FOR 2
DICK'S SPORTING GOODS INC. June 12, 2024 Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. Diversity, Equity, and Inclusion Shareholder Against FOR 2
DOCUSIGN INC. May 29, 2024 A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting Diversity, Equity, and Inclusion Shareholder Against FOR 2
EDISON INTERNATIONAL April 25, 2024 Shareholder Proposal Regarding Lobbying Other Social Issues Shareholder Against FOR 2
ENCOMPASS HEALTH CORP. May 2, 2024 A vote on a resolution requesting a report on the effectiveness of?the Company's diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 2
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. May 7, 2024 Shareholder Proposal: Regarding Establishment of Near- and Long- Term Science-Based Greenhouse Gas Reduction Targets Environment or Climate Shareholder Against FOR 2
EXXON MOBIL CORP. May 29, 2024 Additional Social Impact Report Environment or Climate Shareholder Against FOR 2
FEDEX CORP. September 21, 2023 Stockholder proposal regarding a "Just Transition" report. Environment or Climate Shareholder Against FOR 2
INTUIT INC. January 18, 2024 Stockholder proposal requesting a retirement plan investment report Environment or Climate Shareholder Against FOR 2
INTUITIVE SURGICAL INC. April 25, 2024 The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 2
JACK IN THE BOX INC. March 1, 2024 Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures. Environment or Climate Shareholder Against FOR 2
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. May 14, 2024 Vote on a stockholder proposal regarding managing climate risk through science-based targets and transition planning. Environment or Climate Shareholder Against FOR 2
KROGER CO. June 27, 2024 Living Wage Policy. Other Social Issues Shareholder Against FOR 2
LOCKHEED MARTIN CORP. May 2, 2024 Stockholder Proposal Requesting a Report on Alignment of Political Activities with Human Rights Policy Other Social Issues Shareholder Not determined FOR 2
LOCKHEED MARTIN CORP. May 2, 2024 Stockholder Proposal Requesting a Report on Reducing Full Value Chain GHG Emissions Environment or Climate Shareholder Not determined FOR 2
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 2
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 2
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on generative AI misinFORmation and disinFORmation risks. Other Social Issues Shareholder Not determined FOR 2
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on political advertising and election cycle enhanced actions. Other Social Issues Shareholder Against FOR 2
MICROCHIP TECHNOLOGY INC. August 22, 2023 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 2
MORGAN STANLEY May 23, 2024 Shareholder proposal regarding transparency in lobbying Other Social Issues Shareholder Against FOR 2
PEPSICO INC. May 1, 2024 Shareholder Proposal - Global Transparency Report. Other Social Issues Shareholder Not determined FOR 2
PEPSICO INC. May 1, 2024 Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate Shareholder Not determined FOR 2
PEPSICO INC. May 1, 2024 Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Environment or Climate Shareholder Not determined FOR 2
PFIZER INC. April 25, 2024 Publish a Congruency Report on Political, Lobbying, Electioneering Expenditures Other Social Issues Shareholder Against FOR 2
PHILLIPS 66 May 15, 2024 Shareholder proposal requesting report analyzing the impact of the "System Change Scenario" on the Chemicals business. Environment or Climate Shareholder Against FOR 2
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Human Rights Impact Assessment Human Rights or Human Capital/workforce Shareholder Not determined FOR 2
SKECHERS U.S.A. INC. May 23, 2024 Stockholder proposal requesting our company to publicly disclose a timeline for meeting and disclosing our value chain emissions. Environment or Climate Shareholder Against FOR 2
STRYKER CORP. May 9, 2024 Shareholder Proposal on Transparency in Political Spending. Other Social Issues Shareholder Not determined FOR 2
TARGET CORP. June 12, 2024 Shareholder proposal requesting a political contributions congruency analysis. Other Social Issues Shareholder Against FOR 2
TARGET CORP. June 12, 2024 Shareholder proposal to establish wage policies. Other Social Issues Shareholder Against FOR 2
TEXAS INSTRUMENTS INC. April 25, 2024 Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. Human Rights or Human Capital/workforce Shareholder Against FOR 2
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding corporate climate lobbying. Environment or Climate Shareholder Against FOR 2
UNITED PARCEL SERVICE INC. May 2, 2024 To prepare an annual report on the effectiveness of UPS's diversity, equity and inclusion efFORts. Diversity, Equity, and Inclusion Shareholder Not determined FOR 2
WALMART INC. June 5, 2024 Human Rights Impact Assessment Human Rights or Human Capital/workforce Shareholder Against FOR 2
WALMART INC. June 5, 2024 Publication of Targets for Transitioning from Gestation Crates in Pork Supply Chain Other Social Issues Shareholder Against FOR 2
WALMART INC. June 5, 2024 Racial Equity Audit Diversity, Equity, and Inclusion Shareholder Against FOR 2
WALMART INC. June 5, 2024 Set Compensation that Optimizes Portfolio Value for Company Shareholders Other Social Issues Shareholder Against FOR 2
WARRIOR MET COAL INC. April 25, 2024 STOCKHOLDER PROPOSAL: To adopt a resolution urging the Board of Directors to commission and oversee an assessment of the Company's respect for the internationally recognized human rights of freedom of association and collective bargaining. Human Rights or Human Capital/workforce Shareholder Not determined FOR 2
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce Shareholder Against FOR 2
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Third-Party Assessment of Respect for Freedom of Association and Collective Bargaining. Human Rights or Human Capital/workforce Shareholder Against FOR 2
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Transparency in Lobbying Annual Report Other Social Issues Shareholder Against FOR 2
AIR TRANSPORT SERVICES GROUP INC. May 22, 2024 Stockholder proposal regarding managing climate risk?through science-based targets and transition planning. Environment or Climate Shareholder Against FOR 1
ALCOA CORP. May 10, 2024 Stockholder proposal requesting the preparation of an annual report on lobbying activities, if properly presented Other Social Issues Shareholder Against FOR 1
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on generative Al misinFORmation and disinFORmation risks Other Social Issues Shareholder Not determined FOR 1
AMAZON.COM INC. March 28, 2024 Shareholder Proposal Requesting A Report On Warehouse Working Conditions Human Rights or Human Capital/workforce Shareholder Against FOR 1
APPLE INC. January 2, 2024 A shareholder proposal requesting a report on the use of AI. Other Social Issues Shareholder Against FOR 1
AUTONATION INC. April 24, 2024 Adoption of stockholder proposal regarding political contributions Other Social Issues Shareholder Against FOR 1
BADGER METER INC. April 26, 2024 SHAREHOLDER PROPOSAL REQUESTING THE BOARD TO PREPARE A REPORT ON HIRING PRACTICES. Human Rights or Human Capital/workforce Shareholder Against FOR 1
BOEING CO. May 17, 2024 Report on Climate Lobbying. Environment or Climate Shareholder Against FOR 1
CAMPBELL SOUP CO. November 29, 2023 To vote on a shareholder proposal regarding a report on how the Company is protecting 401(k) retirement fund plan beneficiaries with a longer investment time horizon from future portfolio risk created by present-day investments in high carbon companies. Environment or Climate Shareholder Against FOR 1
CAPITAL ONE FINANCIAL CORP. May 2, 2024 Stockholder proposal requesting setting of near - and long-term greenhouse gas emission reduction targets. Environment or Climate Shareholder Not determined FOR 1
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding responsible sourcing disclosures. Environment or Climate Shareholder Against FOR 1
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding lobbying activities Other Social Issues Shareholder Against FOR 1
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding political expenditures report Other Social Issues Shareholder Against FOR 1
CHEVRON CORP. May 29, 2024 Report on Plastic Demand Scenario Environment or Climate Shareholder Against FOR 1
CHIPOTLE MEXICAN GRILL INC. April 9, 2024 Shareholder Proposal - Requesting an audit of safety practices. Human Rights or Human Capital/workforce Shareholder Against FOR 1
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting adoption of a non-interference policy. Human Rights or Human Capital/workforce Shareholder Against FOR 1
CITIGROUP INC. April 30, 2024 Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. Human Rights or Human Capital/workforce Shareholder Against FOR 1
COCA-COLA CO. May 1, 2024 Vote on a shareowner proposal requesting a report on non-sugar sweeteners Environment or Climate Shareholder Not determined FOR 1
COCA-COLA CO. May 1, 2024 Vote on a shareowner proposal requesting a report on risks caused by the decline in the quality of accessible medical care Other Social Issues Shareholder Not determined FOR 1
CONSTELLATION BRANDS INC. May 19, 2023 Stockholder proposal on greenhouse gas emissions. Environment or Climate Shareholder Against FOR 1
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on greenhouse gas emissions. Environment or Climate Shareholder Against FOR 1
DANAHER CORP. May 7, 2024 To act upon?a?shareholder proposal requesting a report?to shareholders on the effectiveness of the Company's?diversity, equity?and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 1
DENNY'S CORP. May 15, 2024 A Proposal That Asks The Company To Disclose Its Current Greenhouse Gas ( GHG) Emissions, Emissions Data For Any Previous Year During Which They have Been Measured, And Targets For Further Reducing Its Emissions With Progress Meeting The Goals To Be Disclosed Regularly. Environment or Climate Shareholder Against FOR 1
DENNY'S CORP. May 15, 2024 A proposal that asks the Company to disclose its current greenhouse gas ("GHG") emissions, emissions data for any previous year during which they've been measured, and targets for further reducing its emissions with progress meeting the goals to be disclosed regularly Environment or Climate Shareholder Against FOR 1
DOW INC. April 11, 2024 Stockholder Proposal - Single-Use Plastics Report Environment or Climate Shareholder Against FOR 1
DRAFTKINGS INC. March 14, 2024 To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues Shareholder Against FOR 1
DRAFTKINGS INC. May 13, 2024 To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues Shareholder Against FOR 1
DTE ENERGY CO. May 2, 2024 Vote on a shareholder proposal relating to a climate transition plan, including gas utility downstream emissions Environment or Climate Shareholder Not determined FOR 1
ELI LILLY AND CO. February 28, 2024 Shareholder proposal to publish an annual report disclosing lobbying activities. Other Social Issues Shareholder Against FOR 1
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 Not determined FOR 1
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. May 7, 2024 Shareholder Proposal: Regarding Report on Effectiveness of DEI EfFORts Diversity, Equity, and Inclusion Shareholder Not determined FOR 1
EXPEDITORS INTERNATIONAL OF WASHINGTON INC. May 7, 2024 Shareholder Proposal: Regarding Report on Effectiveness of DEI Efforts Diversity, Equity, and Inclusion Shareholder Against FOR 1
FEDEX CORP. September 21, 2023 Stockholder proposal regarding a report on climate risk associated with retirement plan options. Environment or Climate Shareholder Against FOR 1
FEDEX CORP. September 21, 2023 Stockholder proposal regarding paid sick leave disclosure. Other Social Issues Shareholder Against FOR 1
FORD MOTOR CO. May 9, 2024 Relating to Disclosure of the Company's Reliance on Child Labor Outside of the United States. Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
FORD MOTOR CO. May 9, 2024 Relating to Reporting on the Company's Supply Chain Transparency and Traceability. Environment or Climate Shareholder Not determined FOR 1
GENERAL ELECTRIC CO. May 7, 2024 Report Analyzing Risks Arising from Voluntary Carbon-Reduction Commitments Environment or Climate Shareholder Against FOR 1
GENERAL MOTORS CO. June 4, 2024 Shareholder Proposal Requesting a Report on the Company's Use of Deep-Sea Mined Minerals in its Production and Supply Chains Environment or Climate Shareholder Not determined FOR 1
GENERAL MOTORS CO. June 4, 2024 Shareholder Proposal Requesting a Report on the Use of Child Labor in Connection with the Company's EV Supply Chain Human Rights or Human Capital/workforce Shareholder Not determined FOR 1
GEO GROUP INC. May 3, 2024 To vote on a shareholder proposal regarding a third-party racial equity audit and report, if properly presented before meeting. Diversity, Equity, and Inclusion Shareholder Against FOR 1
GLOBAL PAYMENTS INC. April 25, 2024 Advisory shareholder proposal on transparency in political spending Other Social Issues Shareholder Against FOR 1
GLOBAL PAYMENTS INC. April 25, 2024 Advisory shareholder proposal on transparency in political spending. Other Social Issues Shareholder Against FOR 1
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio Environment or Climate Shareholder Against FOR 1
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Environmental Justice Impact Assessment Environment or Climate Shareholder Against FOR 1
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Outcome Report on Efforts Regarding Protected Classes of Employees Human Rights or Human Capital/workforce Shareholder Against FOR 1
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion Shareholder Against FOR 1
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a GSAM Proxy Voting Review Environment or Climate Shareholder Against FOR 1
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues Shareholder Against FOR 1
GRANITE CONSTRUCTION INC. June 5, 2024 Shareholder proposal regarding a report on the I-80 South Quarry Project Environment or Climate Shareholder Against FOR 1
HUNTINGTON INGALLS INDUSTRIES INC. May 1, 2024 Stockholder Proposal Regarding Science-based Greenhouse Gas Reduction Targets and Transition Plan Environment or Climate Shareholder Against FOR 1
INGLES MARKETS INC. February 13, 2024 Stockholder proposal concerning risk disclosure related to consumer expectations on significant policy matters. Environment or Climate Shareholder Against FOR 1

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Built October 25, 2026 from SEC Form N-PX filings.