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Putnam 2023-2024: where it broke with the board

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

25 proposals. Every shareholder proposal Putnam backed in 2023-2024 is listed here.

Putnam, 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 recommendedPutnam votedFunds
MICROSOFT CORP. December 7, 2023 Report on Tax Transparency (The Board recommends a vote AGAINST this proposal) Other Social Issues Shareholder Against FOR 23
APPLE INC. February 28, 2024 A shareholder proposal requesting a report on the use of AI. Other Social Issues Shareholder Against FOR 20
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 18
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 15
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding lobbying activities. Other Social Issues Shareholder Against FOR 14
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder Against FOR 14
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 14
TESLA INC. June 13, 2024 A stockholder proposal regarding annual reporting on anti-harassment and discrimination efforts, if properly presented. Diversity, Equity, and Inclusion Shareholder Against FOR 14
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 13
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on generative AI misinformation and disinformation risks Other Social Issues Shareholder Against FOR 13
PEPSICO INC. May 1, 2024 Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder Not determined FOR 10
BOEING CO. May 17, 2024 Racial and Gender Pay Gap Disclosure. Diversity, Equity, and Inclusion Shareholder Against FOR 9
LENNAR CORP. April 10, 2024 Vote on a stockholder proposal requesting a report disclosing the Company's LGBTQ equity and inclusion efforts in its human capital management strategy. Diversity, Equity, and Inclusion Shareholder Against FOR 6
LENNAR CORP. April 10, 2024 Vote on a stockholder proposal requesting a report on the Company's plans to reduce greenhouse gas emissions. Environment or Climate Shareholder Against FOR 6
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 6
METLIFE INC. June 18, 2024 Shareholder proposal requesting a third-party racial equity audit. Diversity, Equity, and Inclusion Shareholder Against FOR 6
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 6
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Diversity, Equity, and Inclusion Shareholder Against FOR 6
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 6
NVR INC. May 7, 2024 Shareholder proposal to publish report on impact of diversity, equity, and inclusion efforts. Diversity, Equity, and Inclusion Shareholder Against FOR 5
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 4
WARRIOR MET COAL INC. April 25, 2024 Shareholder 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 4
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
KINDER MORGAN INC. May 8, 2024 Stockholder proposal relating to establishing a greenhouse gas emission reduction target Environment or Climate Shareholder Against FOR 1
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 1

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