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SEI 2023-2024: where it broke with the board

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

234 proposals. Every shareholder proposal SEI backed in 2023-2024 is listed here.

SEI, 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 recommendedSEI votedFunds
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 22
ORACLE CORP. November 15, 2023 Stockholder Proposal Regarding Pay Gap Report. Diversity, Equity, and Inclusion Shareholder Against FOR 22
PEPSICO INC. May 1, 2024 Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder Not determined FOR 22
INTERNATIONAL BUSINESS MACHINES CORP. April 30, 2024 Stockholder Proposal Requesting a Public Report on Lobbying Activities. Other Social Issues Shareholder Against FOR 21
MICROSOFT CORP. December 7, 2023 Report on Risks of Weapons Development (The Board recommends a vote AGAINST this proposal) Other Social Issues Shareholder Against FOR 21
MICROSOFT CORP. December 7, 2023 Report on Tax Transparency (The Board recommends a vote AGAINST this proposal) Other Social Issues Shareholder Against FOR 21
CHEVRON CORP. May 29, 2024 Report on Tax Practices Other Social Issues Shareholder Against FOR 20
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 20
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 19
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 19
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 19
BERKSHIRE HATHAWAY INC. May 4, 2024 Shareholder proposal requesting that the Board of Directors form a Railroad Safety Committee of independent directors. Other Social Issues Shareholder Against FOR 19
ELI LILLY AND CO. May 6, 2024 Shareholder proposal to publish an annual report disclosing lobbying activities. Other Social Issues Shareholder Against FOR 19
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 19
WALMART INC. June 5, 2024 Racial Equity Audit. Diversity, Equity, and Inclusion Shareholder Against FOR 19
WALMART INC. June 5, 2024 Workplace Safety & Violence Review. Human Rights or Human Capital/workforce Shareholder Against FOR 19
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 18
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a lobbying report Other Social Issues Shareholder Against FOR 18
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on generative AI misinformation and disinformation risks Other Social Issues Shareholder Against FOR 18
ALPHABET INC. June 7, 2024 Stockholder proposal regarding a report on reproductive healthcare misinformation risks Other Social Issues Shareholder Against FOR 18
APPLE INC. February 28, 2024 A shareholder proposal requesting a report on the use of AI. Other Social Issues Shareholder Against FOR 18
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 17
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 17
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. Human Rights or Human Capital/workforce Shareholder Against FOR 17
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on generative AI misinformation and disinformation risks. Other Social Issues Shareholder Against FOR 17
META PLATFORMS INC. May 29, 2024 A shareholder proposal regarding report on human rights risks in non-US markets. Human Rights or Human Capital/workforce Shareholder Against FOR 17
PACCAR INC. April 30, 2024 Stockholder proposal regarding a report on climate-related policy engagement. Environment or Climate Shareholder Against FOR 17
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 17
BANK OF NEW YORK MELLON CORP. April 9, 2024 Stockholder proposal regarding transperency in lobbying, if properly presented. Other Social Issues Shareholder Against FOR 16
CENTENE CORP. May 14, 2024 Stockholder Proposal For Managing Climate Risk Through Science-Based Targets And Transition Planning. Environment or Climate Shareholder Against FOR 16
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 16
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting A Report On Customer Due Diligence Other Social Issues Shareholder Against FOR 15
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 15
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting A Report On Warehouse Working Conditions Human Rights or Human Capital/workforce Shareholder Against FOR 15
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting Additional Reporting On Freedom Of Association Human Rights or Human Capital/workforce Shareholder Against FOR 15
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting Additional Reporting On Lobbying Other Social Issues Shareholder Against FOR 15
AMAZON.COM INC. May 22, 2024 Shareholder Proposal Requesting Additional Reporting On Stakeholder Impacts Environment or Climate Shareholder Against FOR 15
CASEY'S GENERAL STORES INC. September 6, 2023 Shareholder proposal regarding responsible sourcing disclosures. Other Social Issues Shareholder Against FOR 15
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 15
STRYKER CORP. May 9, 2024 Shareholder Proposal on Transparency in Political Spending. Other Social Issues Shareholder Not determined FOR 15
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 14
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding Tyson Foods labor practices. Human Rights or Human Capital/workforce Shareholder Against FOR 14
TYSON FOODS INC. February 8, 2024 Shareholder proposal regarding corporate climate lobbying. Environment or Climate Shareholder Against FOR 14
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Diversity, Equity, and Inclusion Shareholder Against FOR 14
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 14
WELLS FARGO & CO. April 30, 2024 Shareholder Proposal - Transparency in Lobbying Annual Report. Other Social Issues Shareholder Against FOR 14
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. Environment or Climate Shareholder Against FOR 14
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 13
CHURCH & DWIGHT CO. INC. May 2, 2024 Stockholder Proposal - Transparency in Political Contributions. Other Social Issues Shareholder Not determined FOR 13
FEDEX CORP. September 21, 2023 Stockholder proposal regarding a Just Transition report. Environment or Climate Shareholder Against FOR 13
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding Outcome Report on Efforts Regarding Protected Classes of Employees Diversity, Equity, and Inclusion Shareholder Against FOR 13
GOLDMAN SACHS GROUP INC. April 24, 2024 Shareholder Proposal Regarding a Transparency In Lobbying Report Other Social Issues Shareholder Against FOR 13
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 13
LENNAR CORP. April 10, 2024 Vote on a stockholder proposal requesting a report disclosing the Company's political spending and related policies and procedures. Other Social Issues Shareholder Against FOR 13
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 13
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. Other Social Issues Shareholder Against FOR 13
CARRIER GLOBAL CORP. April 18, 2024 Shareowner Proposal regarding transparency in lobbying Other Social Issues Shareholder Against FOR 12
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 12
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 12
GLOBAL PAYMENTS INC. April 25, 2024 Advisory shareholder proposal on transparency in political spending. Other Social Issues Shareholder Against FOR 12
METLIFE INC. June 18, 2024 Shareholder proposal requesting a third-party racial equity audit. Diversity, Equity, and Inclusion Shareholder Against FOR 12
MORGAN STANLEY May 23, 2024 Shareholder proposal regarding transparency in lobbying. Other Social Issues Shareholder Against FOR 12
OLD DOMINION FREIGHT LINE INC. May 15, 2024 Shareholder Proposal Regarding Greenhouse Gas Reduction Targets. Environment or Climate Shareholder Against FOR 12
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues Shareholder Not determined FOR 12
RTX CORP. May 2, 2024 Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan Environment or Climate Shareholder Not determined FOR 12
AUTONATION INC. April 24, 2024 Adoption of stockholder proposal regarding political contributions. Other Social Issues Shareholder Against FOR 11
KINDER MORGAN INC. May 8, 2024 Stockholder proposal relating to establishing a greenhouse gas emission reduction target Environment or Climate Shareholder Against FOR 11
NVR INC. May 7, 2024 Shareholder proposal to expand political spending disclosure. Other Social Issues Shareholder Against FOR 11
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 11
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 11
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 11
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 11
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 11
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 11
WARNER BROS. DISCOVERY INC. June 3, 2024 To vote on a stockholder proposal entitled, Report on Use of AI , if properly presented. Other Social Issues Shareholder Against FOR 11
DEXCOM INC. May 22, 2024 To Provide A Non-Binding, Advisory Vote On Transparency In Lobbying. Other Social Issues Shareholder Against FOR 10
INTERNATIONAL PAPER CO. May 13, 2024 Shareowner Proposal Concerning a Report on the Company s LGBTQ+ Equity and Inclusions Efforts Diversity, Equity, and Inclusion Shareholder Against FOR 10
L3HARRIS TECHNOLOGIES INC. April 19, 2024 Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues Shareholder Against FOR 10
SONOCO PRODUCTS CO. April 17, 2024 Advisory (non-binding) shareholder proposal regarding transparency in political spending. Other Social Issues Shareholder Against FOR 10
TEXAS INSTRUMENTS INC. April 25, 2024 Stockholder proposal to report on due diligence efforts to identify risks associated with product misuse. Other Social Issues Shareholder Against FOR 10
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 10
BOEING CO. May 17, 2024 Adoption of Value Chain Emission Reduction Target. Environment or Climate Shareholder Against FOR 9
BOEING CO. May 17, 2024 Racial and Gender Pay Gap Disclosure. Diversity, Equity, and Inclusion Shareholder Against FOR 9
MARRIOTT INTERNATIONAL INC. May 10, 2024 Stockholder Resolution Requesting The Company Commission A Third-Party Civil Rights Audit Diversity, Equity, and Inclusion Shareholder Against FOR 9
OCCIDENTAL PETROLEUM CORP. May 2, 2024 Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues Shareholder Not determined FOR 9
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding lobbying activities. Other Social Issues Shareholder Against FOR 8
CHARTER COMMUNICATIONS INC. April 23, 2024 Stockholder proposal regarding political expenditures report. Other Social Issues Shareholder Against FOR 8
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting a report on harassment and discrimination statistics. Diversity, Equity, and Inclusion Shareholder Against FOR 8
CHIPOTLE MEXICAN GRILL INC. June 6, 2024 Shareholder Proposal - Requesting an audit of safety practices. Human Rights or Human Capital/workforce Shareholder Against FOR 8
CROWN HOLDINGS INC. May 2, 2024 Consideration of a Shareholder's proposal regarding transparency in political spending. Other Social Issues Shareholder Not determined FOR 8
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 8
ITT INC. May 15, 2024 A Shareholder Proposal Regarding Political Spending. Other Social Issues Shareholder Against FOR 8
AIRBNB INC. June 5, 2024 Stockholder proposal regarding political disclosure, if properly presented at the Annual Meeting. Other Social Issues Shareholder Against FOR 7
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 7
CAESARS ENTERTAINMENT INC. June 11, 2024 Shareholder Proposal: A Shareholder Proposal Regarding Adoption Of A Smokefree Policy For Caesars Entertainment Properties. Other Social Issues Shareholder Against FOR 7
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 7
DRAFTKINGS INC. May 13, 2024 To consider a shareholder proposal regarding disclosure of certain political contributions. Other Social Issues Shareholder Against FOR 7
FLOWSERVE CORP. May 16, 2024 Shareholder Proposal Requesting Report On The Company's Political Spending And Policies And Procedures Regarding Political Spending. Other Social Issues Shareholder Against FOR 7
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 7
SKYWEST INC. May 7, 2024 A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce Shareholder Against FOR 7

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Built October 13, 2026 from SEC Form N-PX filings.