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Fidelity vs Jackson National: how alike they voted, 2023-2024

93.9% When both took a single position, they voted the same way on 93.9% of 12,559 items (11,787 the same, 772 different). 1,959 items where at least one of them split its funds are listed separately below. Both voted on 14,518 items in all.

Fidelity 2023-2024 · Jackson National 2023-2024 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
Common itemsSame DifferSplit (not in %)Same position Fund-level
All ballot items 14,51811,787772 1,95993.9%88.0%
Board proposals 11,7689,542704 1,52293.1%87.1%
E&S shareholder proposals 2771533 12198.1%85.6%
Other items 2,4732,09265 31697.0%92.5%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

381 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.

CompanyMeetingProposalOn the ballot from Board recommendedFidelityJackson National
PPG INDUSTRIES INC. April 18, 2024 PROPOSAL TO APPROVE AN AMENDMENT TO THE COMPANY'S ARTICLES OF INCORPORATION TO PROVIDE FOR THE EXCULPATION OF OFFICERS OF THE COMPANY
Corporate Governance
Other For FOR
31 funds
Split
10 FOR, 1 AGAINST
PRIVIA HEALTH GROUP INC. May 22, 2024 To amend and restate our Charter to remove or limit the personal liability of officers to the extent permitted by amendments to the Delaware General Corporation Law.
Corporate Governance
Other For FOR
33 funds
Split
4 FOR, 1 AGAINST
PROCTER & GAMBLE CO. October 10, 2023 Shareholder Proposal - Request to Require Shareholder Approval for Certain Future Amendments to Company Regulations
Corporate Governance
Other Against AGAINST
78 funds
Split
7 FOR, 12 AGAINST
PROLOGIS INC. May 9, 2024 Vote on a stockholder proposal titled "Simple Majority Vote."
Corporate Governance
Other Against Split
69 FOR, 1 AGAINST
Split
10 FOR, 4 AGAINST
PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV April 26, 2024 Approve Board of Directors Report Pursuant to Article 28 Fraction IV of Mexican Securities Market Law
Corporate Governance
Other For FOR
8 funds
Split
1 FOR, 1 ABSTAIN
PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV April 26, 2024 Approve Individual and Consolidated Financial Statements
Corporate Governance
Other For FOR
8 funds
Split
1 FOR, 1 ABSTAIN
PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV April 26, 2024 Approve Report on Adherence to Fiscal Obligations
Corporate Governance
Other For FOR
8 funds
Split
1 FOR, 1 ABSTAIN
PROMOTORA Y OPERADORA DE INFRAESTRUCTURA SAB DE CV April 26, 2024 Approve Report on Share Repurchase Reserve
Corporate Governance
Other For FOR
8 funds
Split
1 FOR, 1 ABSTAIN
PUBMATIC INC. May 31, 2024 To approve an amendment to our Restated Certificate of incorporation to permit the exculpation of officers.
Corporate Governance
Other For Split
1 FOR, 12 AGAINST
AGAINST
2 funds
QUALCOMM INC. March 5, 2024 Approval of an amendment to our Certificate of Incorporation to reflect new Delaware law provisions regarding exculpation of officers.
Corporate Governance
Other For FOR
47 funds
Split
14 FOR, 3 AGAINST
QUANTA SERVICES INC. May 24, 2024 Approval of an amendment to Quanta's Restated Certificate of Incorporation to provide for the exculpation of officers; and
Corporate Governance
Other For FOR
56 funds
Split
10 FOR, 2 AGAINST
QUEST DIAGNOSTICS INC. May 16, 2024 Approval of an amendment to Company's Restated Certificate of Incorporation to provide for the exculpation of officers of the Company as permitted by law
Corporate Governance
Other For FOR
24 funds
Split
9 FOR, 1 AGAINST
QUOTIENT TECHNOLOGY INC. September 1, 2023 To approve any proposal to adjourn the Special Meeting, from time to time, if necessary or appropriate as determined in good faith by the Board of Directors of Quotient Technology Inc., including to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting.
Corporate Governance
Other For Split
2 FOR, 10 AGAINST
FOR
2 funds
REATA PHARMACEUTICALS INC. September 21, 2023 To approve to adjourn the Special Meeting to a later date if necessary and appropriate to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting.
Corporate Governance
Other For Split
4 FOR, 12 AGAINST
FOR
5 funds
REGENERON PHARMACEUTICALS INC. June 14, 2024 Non-binding shareholder proposal requesting simple majority voting requirements, if properly presented.
Corporate Governance
Other Against FOR
82 funds
Split
15 FOR, 1 AGAINST
RELIANCE INDUSTRIES LTD August 28, 2023 TO APPROVE MATERIAL RELATED PARTY TRANSACTIONS OF THE COMPANY
Extraordinary Transactions
Other Not determined FOR
50 funds
Split
3 FOR, 1 ABSTAIN
REVOLVE GROUP INC. June 7, 2024 The approval of an amendment to our certificate of incorporation to limit the liability of certain officers of the company in specific circumstances as permitted by Delaware law.
Corporate Governance
Other For Split
8 FOR, 11 AGAINST
Split
1 FOR, 2 AGAINST
REYNOLDS CONSUMER PRODUCTS INC. April 24, 2024 To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law.
Corporate Governance
Other For Split
10 FOR, 17 AGAINST
AGAINST
6 funds
ROCKET COMPANIES INC. June 18, 2024 Approval of the amendment to Rocket's Certificate of Incorporation to provide officer exculpation as permitted under Delaware law.
Corporate Governance
Other For Split
7 FOR, 17 AGAINST
AGAINST
1 fund
ROVER GROUP INC. February 22, 2024 To approve a proposal to adjourn the Special Meeting of Stockholders to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement and approve the Merger at the time of the Special Meeting.
Corporate Governance
Other For Split
3 FOR, 12 AGAINST
FOR
1 fund
RPT REALTY December 12, 2023 Adjournment Proposal: To approve one or more adjournments of the special meeting, if necessary or appropriate, to solicit additional proxies to obtain votes in favor of the Merger Proposal if there are not sufficient votes at the time of such adjournment to approve the Merger Proposal.
Corporate Governance
Other For Split
1 FOR, 12 AGAINST
FOR
3 funds
SAIA INC. April 25, 2024 Approve and adopt an amendment and restatement of Saia's certificate of incorporation to limit the liability of certain officers and make various conforming and technical revisions
Corporate Governance
Other For FOR
35 funds
Split
8 FOR, 3 AGAINST
SALESFORCE INC. June 27, 2024 A stockholder proposal requesting a policy to require the Chair of the Board be an independent member of the Board and not a former CEO of the Company, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
88 funds
Split
9 FOR, 12 AGAINST
SALESFORCE INC. June 27, 2024 Amendment of our Restated Certificate of Incorporation to provide for officer exculpation.
Corporate Governance
Other For FOR
87 funds
Split
16 FOR, 5 AGAINST
SEMRUSH HOLDINGS INC. June 6, 2024 A proposal to approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of Semrush Holdings, Inc. as permitted by recent amendments to the Delaware General Corporation Law.
Corporate Governance
Other For Split
4 FOR, 10 AGAINST
AGAINST
1 fund
SENTINELONE INC. June 27, 2024 Approval of an amendment and restatement to our Restated Certificate of Incorporation.
Corporate Governance
Other For Split
6 FOR, 16 AGAINST
AGAINST
5 funds
SIMPSON MANUFACTURING CO. INC. May 1, 2024 Approve, an amendment to the Company's Certificate of Incorporation to adopt provisions limiting the liability of certain officers as permitted by Delaware law.
Corporate Governance
Other For Split
34 FOR, 1 AGAINST
Split
9 FOR, 1 AGAINST
SIX FLAGS ENTERTAINMENT CORP. March 12, 2024 The Adjournment Proposal - To adjourn the Special Meeting, if necessary, to a later date or dates at the determination of the Board of Directors, including to solicit additional proxies in favor of the Merger Agreement Proposal if there are insufficient votes at the time of the Special Meeting to approve the Merger Agreement Proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to stockholders (the "Adjournment Proposal").
Corporate Governance
Other For Split
1 FOR, 11 AGAINST
FOR
4 funds
SOTERA HEALTH CO. May 23, 2024 Approve an amendment to our amended and restated certificate of incorporation to adopt provisions allowing officer exculpation consistent with Delaware law.
Corporate Governance
Other For Split
1 FOR, 19 AGAINST
AGAINST
5 funds
SOUTHERN CO. May 22, 2024 Stockholder proposal regarding simple majority vote
Corporate Governance
Other Against Split
65 FOR, 1 AGAINST
Split
9 FOR, 4 AGAINST
SOVOS BRANDS INC. October 16, 2023 A proposal to adjourn the special meeting, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the special meeting to adopt the merger agreement.
Corporate Governance
Other For Split
3 FOR, 13 AGAINST
FOR
4 funds
SP PLUS CORP. February 9, 2024 To approve the adjournment of the Special Meeting of Stockholders, if necessary or appropriate, to permit solicitation of additional proxies if there are not sufficient votes to adopt the Merger Agreement at the time of the Special Meeting of Stockholders.
Corporate Governance
Other For Split
1 FOR, 11 AGAINST
FOR
5 funds
SPLUNK INC. November 29, 2023 To adjourn the Splunk Special Meeting to a later date or dates if necessary or appropriate to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting.
Corporate Governance
Other For Split
15 FOR, 16 AGAINST
FOR
9 funds
STEEL DYNAMICS INC. May 9, 2024 SHAREHOLDER PROPOSAL - ADOPT A SHAREHOLDER RIGHT TO CALL A SPECIAL SHAREHOLDER MEETING
Corporate Governance
Other Not determined Split
1 FOR, 44 AGAINST
AGAINST
10 funds
SUMMIT MATERIALS INC. January 11, 2024 Approve one or more adjournments of the Special Meeting, if necessary or appropriate, to permit solicitation of additional votes if there are insufficient votes to approve the Common Stock Issuance Proposal and/or the Preferred Stock Issuance Proposal.
Corporate Governance
Other For Split
10 FOR, 10 AGAINST
FOR
7 funds
SWATCH GROUP AG May 8, 2024 Amend Articles of Association
Corporate Governance
Other For AGAINST
1 fund
Split
1 FOR, 2 AGAINST
SYLVAMO CORP. May 16, 2024 Approve an amendment to Sylvamo Corporation's Amended and Restated Certificate of Incorporation to eliminate our officers' personal liability for breach of fiduciary duty to the fullest extent permitted by Delaware law.
Corporate Governance
Other For Split
20 FOR, 1 AGAINST
FOR
5 funds
SYNEOS HEALTH INC. August 2, 2023 To approve the adjournment of the Special Meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes to approve the Merger Proposal at the time of the Special Meeting.
Corporate Governance
Other For Split
8 FOR, 18 AGAINST
FOR
9 funds
SYNOPSYS INC. April 10, 2024 To vote on a stockholder proposal regarding an independent Board chair requirement, if properly presented at the meeting.
Corporate Governance
Other Against AGAINST
59 funds
Split
8 FOR, 9 AGAINST
TD SYNNEX CORP. March 20, 2024 Stockholder proposal regarding simple majority vote, if properly presented
Corporate Governance
Other Against Split
16 FOR, 21 AGAINST
Split
6 FOR, 1 AGAINST
TELEDYNE TECHNOLOGIES INC. April 24, 2024 Approval of a stockholder proposal to adopt simple majority voting
Corporate Governance
Other Against FOR
20 funds
Split
11 FOR, 3 AGAINST
TELEFLEX INC. May 3, 2024 Stockholder proposal, if properly presented at the Annual Meeting, to reduce the ownership threshold to call a special stockholder meeting.
Corporate Governance
Other Against Split
1 FOR, 21 AGAINST
Split
1 FOR, 13 AGAINST
TESLA INC. June 13, 2024 A stockholder proposal regarding adopting targets and reporting on metrics to assess the feasibility of integrating sustainability metrics into senior executive compensation plans, if properly presented.
Compensation
Other Against AGAINST
60 funds
Split
1 FOR, 16 AGAINST
TESLA INC. June 13, 2024 A stockholder proposal regarding simple majority voting provisions in our governing documents, if properly presented.
Corporate Governance
Other Against FOR
59 funds
Split
15 FOR, 2 AGAINST
TETRA TECHNOLOGIES INC. May 21, 2024 To vote on a stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent", if properly presented at the meeting.
Corporate Governance
Other Against Split
11 FOR, 1 AGAINST
AGAINST
2 funds
TEXAS PACIFIC LAND CORP. November 10, 2023 To consider a non-binding stockholder proposal regarding adopting a policy requiring executives to retain a significant portion of stock until retirement.
Compensation
Other Against Split
1 FOR, 21 AGAINST
Split
1 FOR, 4 AGAINST
TEXAS PACIFIC LAND CORP. November 10, 2023 To consider a non-binding stockholder proposal regarding severance pay to senior managers as a breach of fiduciary duty.
Compensation
Other Against Split
17 FOR, 5 AGAINST
AGAINST
5 funds
TEXAS PACIFIC LAND CORP. November 10, 2023 To consider a non-binding stockholder proposal regarding stockholders' ability to act by written consent.
Corporate Governance
Other Against Split
19 FOR, 3 AGAINST
FOR
5 funds
TEXAS ROADHOUSE INC. May 16, 2024 Proposal to Amend the Company's Certificate of Incorporation to Provide for the Exculpation of Officers as Permitted by Delaware Law.
Corporate Governance
Other For Split
24 FOR, 2 AGAINST
Split
8 FOR, 1 AGAINST
THE WILLIAMS COMPANIES, INC. April 30, 2024 Approve the Adoption of the Amended and Restated Certificate of Incorporation of The Williams Companies, Inc. to Limit the Liability of Certain Officers as Permitted by Law.
Corporate Governance
Other For FOR
24 funds
Split
10 FOR, 1 AGAINST
TOAST INC. June 6, 2024 To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted by Delaware law.
Corporate Governance
Other For Split
8 FOR, 13 AGAINST
AGAINST
5 funds
TPG INC. June 5, 2024 Approve an Amendment to the Company's Certificate of Incorporation Providing for Officer Exculpation under Delaware Law
Corporate Governance
Other For Split
2 FOR, 19 AGAINST
AGAINST
3 funds
TRITON INTERNATIONAL LTD. August 24, 2023 Adjournment Proposal - To adjourn the Special General Meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the Merger Proposal at the Special General Meeting
Corporate Governance
Other For Split
3 FOR, 15 AGAINST
FOR
4 funds
TRIUMPH GROUP INC. July 20, 2023 To consider a stockholder proposal to adopt a policy and amend the Company's governing documents so that two separate people hold the office of Chairman and Chief Executive Officer of the Company.
Corporate Governance
Other Against Split
1 FOR, 12 AGAINST
Split
1 FOR, 2 AGAINST
UBER TECHNOLOGIES INC. May 6, 2024 Management proposal to amend the Certificate of Incorporation to reflect Delaware law provisions regarding exculpation of officers.
Corporate Governance
Other For FOR
82 funds
Split
13 FOR, 4 AGAINST
UNITED PARCEL SERVICE INC. May 2, 2024 To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share.
Shareholder Rights and Defenses
Other Not determined Split
48 FOR, 1 AGAINST
Split
18 FOR, 1 AGAINST
UNITED RENTALS INC. May 9, 2024 Company Proposal to Amend and Restate the Company's Restated Certificate of Incorporation to Permit Officer Exculpation
Corporate Governance
Other Not determined FOR
40 funds
Split
11 FOR, 1 AGAINST
URSTADT BIDDLE PROPERTIES INC. August 16, 2023 Adjournment Proposal: To approve one or more adjournments of the special meeting, if necessary or appropriate, to solicit additional proxies in favor of the Merger Proposal.
Corporate Governance
Other For Split
2 FOR, 12 AGAINST
FOR
3 funds
VALLEY NATIONAL BANCORP May 21, 2024 A shareholder proposal to provide shareholders with the right to ratify executive termination pay if properly presented at the Annual Meeting of Shareholders.
Compensation
Other Against Split
1 FOR, 15 AGAINST
Split
2 FOR, 4 AGAINST
VECTOR GROUP LTD. July 26, 2023 Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director.
Corporate Governance
Other Against Split
2 FOR, 13 AGAINST
Split
3 FOR, 2 AGAINST
VERISK ANALYTICS INC. May 15, 2024 Shareholder Proposal - Simple Majority Vote
Corporate Governance
Other None Split
39 FOR, 1 AGAINST
Split
15 FOR, 1 AGAINST
VERITIV CORP. October 17, 2023 Adjournment Proposal - To approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal.
Corporate Governance
Other For Split
4 FOR, 10 AGAINST
FOR
5 funds
VERIZON COMMUNICATIONS INC. May 9, 2024 Amend Clawback Policy
Compensation
Other Not determined AGAINST
55 funds
Split
2 FOR, 13 AGAINST
VERIZON COMMUNICATIONS INC. May 9, 2024 Independent Board chair
Corporate Governance
Other Not determined AGAINST
55 funds
Split
11 FOR, 4 AGAINST
VERTEX PHARMACEUTICALS INC. May 15, 2024 Shareholder proposal, if properly presented at the meeting, regarding special shareholder meeting improvement.
Corporate Governance
Other Against AGAINST
45 funds
Split
11 FOR, 7 AGAINST
VIATRIS INC. December 15, 2023 Approval of amendment to our Amended and Restated Certificate of Incorporation to add a federal forum selection provision.
Shareholder Rights and Defenses
Other For Split
20 FOR, 1 AGAINST
FOR
9 funds
VIMEO INC. May 21, 2024 To approve the amendment to the Amended and Restated Certificate of Incorporation of Vimeo, Inc. (the "Charter") to provide for officer exculpation.
Corporate Governance
Other For Split
6 FOR, 14 AGAINST
AGAINST
1 fund
VISA INC. January 23, 2024 To approve one or more adjournments of the Annual Meeting to a later date or time, if necessary or appropriate, to solicit additional proxies in favor of Proposal 4 if there are insufficient votes at the time of the Annual Meeting to approve such proposal.
Corporate Governance
Other For FOR
1 fund
Split
17 FOR, 4 AGAINST
VISA INC. January 23, 2024 To vote on a stockholder proposal requesting that the Board adopt a policy to seek shareholder ratification of certain termination pay arrangements.
Compensation
Other Against AGAINST
107 funds
Split
1 FOR, 19 AGAINST
WAL-MART DE MEXICO SAB DE CV April 30, 2024 Approve Consolidated Financial Statements
Corporate Governance
Other For FOR
23 funds
Split
3 FOR, 1 ABSTAIN
WARNER BROS. DISCOVERY INC. June 3, 2024 To vote on a stockholder proposal entitled, "Adopt a Shareholder Right to Call a Special Shareholder Meeting", if properly presented.
Corporate Governance
Other Against Split
19 FOR, 15 AGAINST
Split
3 FOR, 4 AGAINST
WESCO INTERNATIONAL INC. May 23, 2024 Approve amendments to the Company's Restated Certificate of Incorporation regarding Officer Exculpation.
Corporate Governance
Other For FOR
33 funds
Split
8 FOR, 1 AGAINST
WESTERN DIGITAL CORP. May 10, 2024 Adjournment of the Special Meeting from time to time to solicit additional proxies in favor of Proposals 1-4 or if otherwise determined by the Chair of the Special Meeting to be necessary or appropriate.
Corporate Governance
Other For FOR
32 funds
Split
10 FOR, 1 AGAINST
WESTERN DIGITAL CORP. May 10, 2024 Approval of an amendment to Western Digital Technologies, Inc.'s Amended and Restated Certificate of Incorporation to provide for the elimination of certain officers' personal liability for monetary damages stemming from breaches of the duty of care as permitted by Section 102(b)(7) of the General Corporation Law of the State of Delaware.
Corporate Governance
Other For FOR
33 funds
Split
10 FOR, 1 AGAINST
WILLSCOT MOBILE MINI HOLDINGS CORP. June 7, 2024 To approve an amendment to the Amended and Restated Certificate of Incorporation to provide for the exculpation of officers.
Corporate Governance
Other For FOR
57 funds
Split
6 FOR, 1 AGAINST
WISDOMTREE INC. June 12, 2024 To ratify the approval by the Board of Directors of the extension of the Stockholder Rights Agreement, dated March 17, 2023, as amended, by and between the Company and Continental Stock Transfer & Trust Company.
Shareholder Rights and Defenses
Other Contested Split
12 FOR, 2 AGAINST
AGAINST
3 funds
WORKDAY INC. June 18, 2024 To approve an amendment to our Restated Certificate of Incorporation to reflect Delaware law provisions providing for officer exculpation.
Corporate Governance
Other For Split
36 FOR, 13 AGAINST
Split
3 FOR, 11 AGAINST
XEROX HOLDINGS CORP. May 22, 2024 Consider a shareholder proposal relating to golden parachutes, if properly presented at the meeting.
Compensation
Other Against Split
2 FOR, 14 AGAINST
Split
2 FOR, 2 AGAINST
XEROX HOLDINGS CORP. May 22, 2024 Consider a shareholder proposal requesting a director election resignation bylaw, if properly presented at the meeting.
Corporate Governance
Other Against Split
3 FOR, 13 AGAINST
Split
2 FOR, 2 AGAINST
ZIPRECRUITER INC. June 11, 2024 To approve an amendment to our Amended and Restated Certificate of Incorporation to limit the liability of certain officers of the Company as permitted pursuant to recent amendments to the Delaware General Corporation Law.
Corporate Governance
Other For Split
1 FOR, 10 AGAINST
AGAINST
1 fund
ZOETIS INC. May 22, 2024 Approval of an amendment to our Restated Certificate of Incorporation to provide for exculpation of officers as permitted by the Delaware General Corporation Law.
Corporate Governance
Other For FOR
36 funds
Split
14 FOR, 1 AGAINST

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How items are matched and positions counted: see the comparison table and the methodology. Built October 18, 2026 from SEC Form N-PX filings.