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MFS 2023-2024: where it broke with the board

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

65 proposals. Every shareholder proposal MFS backed in 2023-2024 is listed here.

MFS, 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 recommendedMFS votedFunds
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 29
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a lobbying report Other Social Issues Shareholder Against FOR 29
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on generative Al misinformation and disinformation risks Other Social Issues Shareholder Against FOR 29
MICROSOFT CORP. December 7, 2023 Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce Shareholder Against FOR 28
MICROSOFT CORP. December 7, 2023 Report on Tax Transparency Other Social Issues Shareholder Against FOR 28
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER DUE DILIGENCE Human Rights or Human Capital/workforce Shareholder Against FOR 16
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 16
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce Shareholder Against FOR 16
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION Human Rights or Human Capital/workforce Shareholder Against FOR 16
AMAZON.COM INC. May 22, 2024 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues Shareholder Against FOR 16
APPLE INC. February 28, 2024 A shareholder proposal requesting a report on the use of Al Other Social Issues Shareholder Against FOR 16
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 16
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to publish an annual report disclosing lobbying activities. Other Social Issues Shareholder Against FOR 14
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 14
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 14
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 14
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues Shareholder Against FOR 14
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 14
MORGAN STANLEY May 23, 2024 Shareholder proposal regarding transparency in lobbying Other Social Issues Shareholder Against FOR 12
BANK OF NEW YORK MELLON CORP. April 9, 2024 Stockholder proposal regarding transperency in lobbying, if properly presented. Other Social Issues Shareholder Against FOR 10
BOEING CO. May 17, 2024 Adoption of Value Chain Emission Reduction Target. Environment or Climate Shareholder Against FOR 10
BOEING CO. May 17, 2024 Racial and Gender Pay Gap Disclosure. Diversity, Equity, and Inclusion Shareholder Against FOR 10
BOEING CO. May 17, 2024 Report on Climate Lobbying. Environment or Climate Shareholder Against FOR 10
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues Shareholder Against FOR 10
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Report on Respecting Indigenous Peoples' Rights. Human Rights or Human Capital/workforce Shareholder Against FOR 9
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues Shareholder Against FOR 9
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on circular packaging. Environment or Climate Shareholder Against FOR 8
CONSTELLATION BRANDS INC. July 18, 2023 Stockholder proposal on greenhouse gas emissions. Environment or Climate Shareholder Against FOR 8
EXXON MOBIL CORP. May 29, 2024 Additional Social Impact Report Environment or Climate Shareholder Against FOR 8
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues Shareholder Against FOR 7
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion Shareholder Against FOR 7
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
CHEVRON CORP. May 29, 2024 Report on Tax Practices Other Social Issues Shareholder Against FOR 5
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting a report on adoption of automation. Other Social Issues Shareholder Against FOR 5
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 5
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting an audit of safety practices. Human Rights or Human Capital/workforce Shareholder Against FOR 5
DRAFTKINGS INC. May 13, 2024 To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues Shareholder Against FOR 5
REPUBLIC SERVICES INC. May 23, 2024 Shareholder proposal to report on stakeholder impact from the Company's climate change strategy. Environment or Climate Shareholder Against FOR 5
STRYKER CORP. May 9, 2024 Shareholder Proposal on Transparency in Political Spending. Other Social Issues Shareholder Not determined FOR 5
WENDY'S CO. May 21, 2024 Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 5
NEXTERA ENERGY INC. May 23, 2024 A proposal entitled "Climate Lobbying Report" requesting a report on the Company's lobbying and trade association memberships in relation to the Company's emissions goal Environment or Climate 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
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
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
DOW INC. April 11, 2024 Stockholder Proposal - Single-Use Plastics Report Environment or Climate Shareholder Against FOR 3
GLOBAL PAYMENTS INC. April 25, 2024 Advisory shareholder proposal on transparency in political spending. Other Social Issues Shareholder Against FOR 3
JACK IN THE BOX INC. March 1, 2024 Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures. Environment or Climate 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
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
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 3
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 3
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 3
CARRIER GLOBAL CORP. April 18, 2024 Shareowner Proposal regarding transparency in lobbying Other Social Issues Shareholder Against FOR 2
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding lobbying activities. Other Social Issues Shareholder Against FOR 2
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder Against FOR 2
DEXCOM INC. May 22, 2024 To provide a non-binding, advisory vote on transparency in lobbying. Other Social Issues 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
UBER TECHNOLOGIES INC. May 6, 2024 Stockholder proposal to prepare an independent third-party audit on Driver health and safety. 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 Workplace Safety & Violence Review Human Rights or Human Capital/workforce Shareholder Against FOR 2
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 1
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 1
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 1

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