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Manning & Napier 2023-2024: where it broke with the board

Two kinds of vote are listed: a board-sponsored proposal Manning & Napier 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

73 proposals. Every shareholder proposal Manning & Napier backed in 2023-2024 is listed here.

Manning & Napier, 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 recommendedManning & Napier votedFunds
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues Shareholder Against FOR 6
ALPHABET INC. June 7, 2024 Stockholder Proposal Regarding a Human Rights Assessment of AI-Driven Targeted Ad Policies Human Rights or Human Capital/workforce Shareholder Against FOR 5
ALPHABET INC. June 7, 2024 Stockholder Proposal Regarding a Lobbying Report Other Social Issues Shareholder Against FOR 5
ALPHABET INC. June 7, 2024 Stockholder Proposal Regarding a Report on Generative AI Misinformation and Disinformation Risks Other Social Issues Shareholder Against FOR 5
ALPHABET INC. June 7, 2024 Stockholder Proposal Regarding a Report on Reproductive Healthcare Misinformation Risks Other Social Issues Shareholder Against FOR 5
ALPHABET INC. June 7, 2024 Stockholder Proposal Regarding an EEO Policy Risk Report Other Social Issues Shareholder Against FOR 5
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting Additional Reporting on Freedom of Association Human Rights or Human Capital/workforce Shareholder Against FOR 5
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting Additional Reporting on Lobbying Other Social Issues 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
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting Alternative Emissions Reporting Environment or Climate Shareholder Against FOR 5
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 Warehouse Working Conditions Human Rights or Human Capital/workforce Shareholder Against FOR 5
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 5
CISCO SYSTEMS INC. December 6, 2023 Stockholder proposal Approval to have Cisco's Borad Issue a tax transparency report in consideration of the Global Reporting initiatives Tax Standard Other Social Issues Shareholder Against FOR 5
FEDEX CORP. September 21, 2023 Stockholder proposal regarding a "Just Transition" report Environment or Climate Shareholder Against FOR 5
MASTERCARD INC. June 18, 2024 Consideration of a stockholder proposal requesting a congruency report on privacy and human rights Human Rights or Human Capital/workforce Shareholder Against FOR 5
MASTERCARD INC. June 18, 2024 Consideration of a stockholder proposal requesting a report on gender-based compensation and benefit gaps Other Social Issues Shareholder Against FOR 5
MASTERCARD INC. June 18, 2024 Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues Shareholder Against FOR 5
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 5
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 5
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on generative AI misinformation and disinformation risks Other Social Issues Shareholder Against FOR 5
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 5
MICROSOFT CORP. December 7, 2023 Report on Climate Risks to Retirement Plan Beneficiaries Environment or Climate Shareholder Against FOR 5
MICROSOFT CORP. December 7, 2023 Report on Gender-Based Compensation and Benefit Gaps Other Social Issues Shareholder Against FOR 5
MICROSOFT CORP. December 7, 2023 Report on Risk from Omitting Ideology in EEO Policy Other Social Issues Shareholder Against FOR 5
MICROSOFT CORP. December 7, 2023 Report on Risks of Weapons Development Other Social Issues Shareholder Against FOR 5
MICROSOFT CORP. December 7, 2023 Report on Tax Transparency Other Social Issues Shareholder Against FOR 5
NORTHROP GRUMMAN CORP. May 15, 2024 Shareholder proposal to annually conduct an evaluation and issue a report describing the alignment of the Company's political activities with its human rights policy Other Social Issues Shareholder Against FOR 5
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 5
FEDEX CORP. September 21, 2023 Stockholder proposal regarding a report on climate risk associated with retirement plan options Environment or Climate Shareholder Against FOR 4
FEDEX CORP. September 21, 2023 Stockholder proposal regarding paid sick leave disclosure Other Social Issues Shareholder Against FOR 4
JPMORGAN CHASE & CO. May 21, 2024 Humanitarian risks due to climate change policies Environment or Climate 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 Proposal Withdrawn Other Social Issues Shareholder Against FOR 3
NORFOLK SOUTHERN CORP. May 9, 2024 A Shareholder proposal regarding an annual report on lobbying activities, policies and communications. Other Social Issues Shareholder Not determined FOR 3
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 2
CHEVRON CORP. May 29, 2024 Report on Tax Practices Other Social Issues Shareholder Against FOR 2
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 2
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Lobbying Activities Other Social Issues Shareholder Against FOR 2
INTERNATIONAL FLAVORS & FRAGRANCES INC. May 1, 2024 Commission a third-party assessment on the Company's commitment to freedom of association and collective bargaining rights Human Rights or Human Capital/workforce Shareholder Not determined FOR 2
LOCKHEED MARTIN CORP. May 2, 2024 Stockholder Proposal Requesting a Report on Reducing Full Value Chain CHG Emissions Environment or Climate Shareholder Not determined FOR 2
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 2
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues Shareholder Not determined FOR 2
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan Environment or Climate Shareholder Not determined 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
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 2
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding ` Tyson Foods' labor practices 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 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
ALTRIA GROUP INC. May 16, 2024 Shareholder Proposal - Report 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 1
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 1
BLACKROCK INC. May 15, 2024 Shareholder Proposal - Report on EEO Policy Risk Other Social Issues Shareholder Against FOR 1
CATERPILLAR INC. June 12, 2024 Shareholder Proposal - Lobbying Disclosure Other Social Issues Shareholder Against FOR 1
CHEVRON CORP. May 29, 2024 Report on Voluntary Carbon Reduction Risks Environment or Climate Shareholder Against FOR 1
COMCAST CORP. June 10, 2024 Report on political expenditures misalignment with company values Other Social Issues Shareholder Against FOR 1
EXXON MOBIL CORP. May 29, 2024 Additional Social Impact Report Other Social Issues Shareholder Against FOR 1
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding Political Contributions Congruency Analysis Other Social Issues Shareholder Against FOR 1
HOME DEPOT INC. May 16, 2024 Shareholder Proposal Regarding a Report on Respecting Workforce Civil Liberties Other Social Issues Shareholder Against FOR 1
KRAFT HEINZ CO. May 2, 2024 Stockholder Proposal - Report on greenhouse gas goals, if properly presented Environment or Climate Shareholder Not determined FOR 1
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 1
MERCK & CO. INC. May 28, 2024 Shareholder proposal regarding a report on respecting workforce civil liberties. Other Social Issues Shareholder Against FOR 1
PROGRESSIVE CORP. May 10, 2024 Shareholder proposal regarding a report on the Company's diversity, equity, and inclusion efforts, and Other Social Issues Shareholder Against FOR 1
TRAVELERS COMPANIES INC. May 15, 2024 Shareholder proposal relating to GHG emissions, if presented at the Annual Meeting of Shareholders Environment or Climate Shareholder Against FOR 1
TRAVELERS COMPANIES INC. May 15, 2024 Shareholder proposal relating to a report on methane in the energy sector, if presented at the Annual Meeting of Shareholders Environment or Climate Shareholder Against FOR 1
TRAVELERS COMPANIES INC. May 15, 2024 Shareholder proposal relating to human rights risks in underwriting, if presented at the Annual Meeting of Shareholders Human Rights or Human Capital/workforce Shareholder Against FOR 1
UNITED PARCEL SERVICE INC. May 2, 2024 To prepare a report on the risks arising from voluntary carbon-reduction commitments Environment or Climate Shareholder Not determined FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values Other Social Issues Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Audit of Climate Transition Policies Environment or Climate Shareholder Against FOR 1
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights Human Rights or Human Capital/workforce Shareholder Against FOR 1

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