Home › Asset managers › Compare 2023-2024 › JPMorgan vs WisdomTree
JPMorgan 2023-2024 · WisdomTree 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 10,090 | 8,949 | 902 | 239 | 90.8% | 90.1% |
| Board proposals | 8,012 | 7,191 | 682 | 139 | 91.3% | 90.6% |
| E&S shareholder proposals | 260 | 157 | 24 | 79 | 86.7% | 85.4% |
| Other items | 1,818 | 1,601 | 196 | 21 | 89.1% | 88.7% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
239 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.
| Company | Meeting | Proposal | On the ballot from | Board recommended | JPMorgan | WisdomTree |
|---|---|---|---|---|---|---|
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 33 AGAINST |
AGAINST 7 funds |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 3 FOR, 33 AGAINST |
AGAINST 7 funds |
| AMAZON.COM INC. | May 22, 2024 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 33 AGAINST |
AGAINST 7 funds |
| 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 (E&S) | Against | Split 2 FOR, 9 AGAINST |
AGAINST 8 funds |
| 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 (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 10 funds |
| APPLIED MATERIALS INC. | March 7, 2024 | Shareholder proposal requesting that Applied Materials report on quantitative median and adjusted pay gaps across race and gender. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 7 AGAINST |
AGAINST 10 funds |
| BADGER METER INC. | April 26, 2024 | SHAREHOLDER PROPOSAL REQUESTING THE BOARD TO PREPARE A REPORT ON HIRING PRACTICES. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 4 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting changes to executive compensation program Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 35 funds |
Split 1 FOR, 8 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting disclosure of clean energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 31 AGAINST |
Split 1 FOR, 8 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 31 AGAINST |
Split 1 FOR, 8 AGAINST |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting report on risks of politicized de-banking Environment or Climate |
Shareholder (E&S) | Against | AGAINST 35 funds |
Split 1 FOR, 8 AGAINST |
| 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 (E&S) | Against | Split 1 FOR, 20 AGAINST |
AGAINST 5 funds |
| BLACKROCK INC. | May 15, 2024 | Shareholder Proposal - Report on Proxy Voting Record and Policies for Climate Change-Related Proposals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 11 AGAINST |
AGAINST 7 funds |
| CARRIER GLOBAL CORP. | April 18, 2024 | Shareowner Proposal regarding transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | FOR 8 funds |
Split 1 FOR, 7 AGAINST |
| CATERPILLAR INC. | June 12, 2024 | Shareholder Proposal - Lobbying Disclosure Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 6 funds |
| CENTERPOINT ENERGY INC. | April 26, 2024 | Shareholder proposal relating to setting additional interim and long-term Scope 3 emissions goals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
Split 1 FOR, 6 AGAINST |
| CHEVRON CORP. | May 29, 2024 | Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 26 AGAINST |
Split 1 FOR, 9 AGAINST |
| CHEVRON CORP. | May 29, 2024 | Report on Plastic Demand Scenario Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 26 AGAINST |
Split 1 FOR, 9 AGAINST |
| CHEVRON CORP. | May 29, 2024 | Report on Tax Practices Other Social Issues |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 1 FOR, 9 AGAINST |
| CITIGROUP INC. | April 30, 2024 | Stockholder proposal requesting a report disclosing the Board's oversight regarding material risks associated with animal welfare. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 8 AGAINST |
| CITIGROUP INC. | April 30, 2024 | Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 14 AGAINST |
Split 1 FOR, 8 AGAINST |
| CITIGROUP INC. | April 30, 2024 | Stockholder proposal requesting a report to Shareholders on risks created by the Company's diversity, equity, and inclusion efforts. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 FOR, 8 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Vote on a shareowner proposal requesting a report on non-sugar sweeteners Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 29 funds |
Split 1 FOR, 8 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Vote on a shareowner proposal requesting a report on risks caused by the decline in the quality of accessible medical care Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 29 funds |
Split 1 FOR, 8 AGAINST |
| COCA-COLA CO. | May 1, 2024 | Vote on a shareowner proposal requesting a report on risks created by the Company's diversity, equity and inclusion efforts Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 29 funds |
Split 1 FOR, 8 AGAINST |
| COMCAST CORP. | June 10, 2024 | Report on political expenditures misalignment with company values Other Social Issues |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 1 FOR, 9 AGAINST |
| DANAHER CORP. | May 7, 2024 | To act upon a shareholder proposal requesting a report to shareholders on the effectiveness of the Company's diversity, equity and inclusion efforts. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 24 AGAINST |
AGAINST 7 funds |
| DOCUSIGN INC. | May 29, 2024 | A stockholder proposal to report on the effectiveness of the Company's diversity, equity, and inclusion efforts, if properly presented at the meeting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 3 funds |
Split 1 FOR, 4 AGAINST |
| DOW INC. | April 11, 2024 | Stockholder Proposal - Single-Use Plastics Report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 1 FOR, 10 AGAINST |
| EDISON INTERNATIONAL | April 25, 2024 | Shareholder Proposal Regarding Lobbying Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 10 AGAINST |
AGAINST 9 funds |
| ELEVANCE HEALTH INC. | May 15, 2024 | Shareholder proposal to adopt a policy to require certain third-party organizations to annually report political activity expenditures prior to Elevance Health donating to the organizations. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 1 FOR, 8 AGAINST |
| 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 (E&S) | Against | Split 1 FOR, 13 AGAINST |
AGAINST 5 funds |
| EXXON MOBIL CORP. | May 29, 2024 | Additional Pay Report on Gender and Racial Basis Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 33 AGAINST |
Split 1 FOR, 9 AGAINST |
| EXXON MOBIL CORP. | May 29, 2024 | Additional Social Impact Report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 34 funds |
Split 1 FOR, 9 AGAINST |
| EXXON MOBIL CORP. | May 29, 2024 | Report on Plastic Production Under SCS Scenario Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 33 AGAINST |
Split 1 FOR, 9 AGAINST |
| EXXON MOBIL CORP. | May 29, 2024 | Revisit Executive Pay Incentives for GHG Emission Reductions Environment or Climate |
Shareholder (E&S) | Against | AGAINST 34 funds |
Split 1 FOR, 9 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Environmental Justice Impact Assessment Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 9 funds |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Outcome Report on Efforts Regarding Protected Classes of Employees Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 5 FOR, 1 AGAINST |
AGAINST 9 funds |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding Pay Equity Reporting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 4 AGAINST |
AGAINST 9 funds |
| HOME DEPOT INC. | May 16, 2024 | Shareholder Proposal Regarding a Report on Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 18 AGAINST |
AGAINST 8 funds |
| IDEX CORP. | May 7, 2024 | Vote on a stockholder proposal regarding a report on hiring practices related to people with arrest or incarceration records. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 9 AGAINST |
AGAINST 6 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Public Report on Climate Lobbying Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 11 AGAINST |
AGAINST 10 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting a Public Report on Lobbying Activities Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 11 AGAINST |
AGAINST 10 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 30, 2024 | Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 11 AGAINST |
AGAINST 10 funds |
| 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 (E&S) | Not determined | Split 1 FOR, 3 AGAINST |
AGAINST 3 funds |
| INTUIT INC. | January 18, 2024 | Stockholder proposal requesting a retirement plan investment report Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 24 AGAINST |
AGAINST 10 funds |
| INTUITIVE SURGICAL INC. | April 25, 2024 | The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
AGAINST 6 funds |
| KEURIG DR PEPPER INC. | June 10, 2024 | To vote on a stockholder proposal requesting additional reporting on plastic packaging, if properly presented at Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 9 AGAINST |
Split 1 FOR, 6 AGAINST |
| L3HARRIS TECHNOLOGIES INC. | April 19, 2024 | Shareholder Proposal titled "Transparency in Lobbying" Other Social Issues |
Shareholder (E&S) | Against | AGAINST 6 funds |
Split 1 FOR, 6 AGAINST |
| MASTERCARD INC. | June 18, 2024 | Consideration of a stockholder proposal requesting transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 32 AGAINST |
AGAINST 8 funds |
| MICROSOFT CORP. | December 7, 2023 | Report on AI Misinformation and Disinformation Other Social Issues |
Shareholder (E&S) | Against | Split 43 FOR, 2 AGAINST |
AGAINST 12 funds |
| MICROSOFT CORP. | December 7, 2023 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 43 FOR, 2 AGAINST |
AGAINST 12 funds |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal regarding transparency in lobbying Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
AGAINST 9 funds |
| MORGAN STANLEY | May 23, 2024 | Shareholder proposal requesting a clean energy supply financing ratio Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 14 AGAINST |
AGAINST 9 funds |
| MSCI INC. | April 23, 2024 | To approve shareholder proposal to report on "Chinese military-industry companies" in Company indices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 5 funds |
Split 1 FOR, 8 AGAINST |
| NIKE INC. | September 12, 2023 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 24 AGAINST |
AGAINST 7 funds |
| NIKE INC. | September 12, 2023 | To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 24 AGAINST |
AGAINST 7 funds |
| OCCIDENTAL PETROLEUM CORP. | May 2, 2024 | Shareholder Proposal Requesting an Annual Report on Lobbying Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 3 funds |
Split 1 FOR, 9 AGAINST |
| ORACLE CORP. | November 15, 2023 | Stockholder Proposal Regarding Pay Gap Report Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 3 FOR, 30 AGAINST |
AGAINST 11 funds |
| PFIZER INC. | April 25, 2024 | Publish a Congruency Report on Political, Lobbying, Electioneering Expenditures Other Social Issues |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 FOR, 4 AGAINST |
| PFIZER INC. | April 25, 2024 | Publish a Report on Corporate Contributions Other Social Issues |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 FOR, 4 AGAINST |
| ROSS STORES INC. | May 22, 2024 | To vote on a stockholder proposal regarding reporting on material value chain GHG emissions, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 17 AGAINST |
AGAINST 7 funds |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Human Rights Impact Assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | AGAINST 26 funds |
Split 1 FOR, 6 AGAINST |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 26 funds |
Split 1 FOR, 6 AGAINST |
| RTX CORP. | May 2, 2024 | Shareowner Proposal Requesting a Report on Full Value Chain Emissions Reduction Plan Environment or Climate |
Shareholder (E&S) | Not determined | AGAINST 26 funds |
Split 1 FOR, 6 AGAINST |
| SEMPRA | May 9, 2024 | Shareholder proposal requesting a report on certain safety and environmental matters Human Rights or Human Capital/workforce |
Shareholder (E&S) | Not determined | Split 1 FOR, 4 AGAINST |
AGAINST 7 funds |
| THE TJX COMPANIES, INC. | June 4, 2024 | Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 31 AGAINST |
AGAINST 8 funds |
| THE WENDY'S COMPANY | May 21, 2024 | Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 6 AGAINST |
| THE WENDY'S COMPANY | May 21, 2024 | Stockholder proposal requesting a racial equity audit, if properly presented at the Annual Meeting Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 8 funds |
Split 1 FOR, 6 AGAINST |
| 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 (E&S) | Against | Split 3 FOR, 21 AGAINST |
AGAINST 3 funds |
| 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 (E&S) | Not determined | Split 1 FOR, 31 AGAINST |
AGAINST 10 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lead-sheathed cable report Environment or Climate |
Shareholder (E&S) | Not determined | Split 2 FOR, 13 AGAINST |
AGAINST 5 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Lobbying activities report Other Social Issues |
Shareholder (E&S) | Not determined | Split 2 FOR, 13 AGAINST |
AGAINST 5 funds |
| VERTEX PHARMACEUTICALS INC. | May 15, 2024 | Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 3 FOR, 35 AGAINST |
AGAINST 7 funds |
| WALMART INC. | June 5, 2024 | Workplace Safety & Violence Review Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 12 AGAINST |
FOR 7 funds |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Congruency of Political Spending and Corporate Values. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 31 AGAINST |
Split 1 FOR, 6 AGAINST |
| WELLS FARGO & CO. | April 30, 2024 | Shareholder Proposal - Annual Report on Prevention of Workplace Harassment and Discrimination. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 30 AGAINST |
Split 1 FOR, 6 AGAINST |
| 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 (E&S) | Against | Split 2 FOR, 30 AGAINST |
Split 1 FOR, 6 AGAINST |
| YUM! BRANDS INC. | May 16, 2024 | Shareholder Proposal Regarding Adoption of a Policy on the Use of Medically Important Antimicrobials in Food-Producing Animals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 25 AGAINST |
AGAINST 8 funds |
| AMERIPRISE FINANCIAL INC. | April 24, 2024 | To approve the amendment of the Ameriprise Financial, Inc. Amended and Restated Certificate of Incorporation to allow for exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | For | Split 1 FOR, 26 AGAINST |
FOR 8 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting independent board chair Corporate Governance |
Other | Against | Split 1 FOR, 34 AGAINST |
FOR 9 funds |
| BANK OF AMERICA CORP. | April 24, 2024 | Shareholder proposal requesting right to act by written consent Corporate Governance |
Other | Against | AGAINST 35 funds |
Split 1 FOR, 8 AGAINST |
| CHUBB LIMITED | May 16, 2024 | Shareholder proposal on pay gap reporting, if properly presented Diversity, Equity, and Inclusion |
Other | Against | Split 1 FOR, 28 AGAINST |
AGAINST 2 funds |
| ELECTRONIC ARTS INC. | August 10, 2023 | To consider and vote upon a stockholder proposal, if properly presented at the Annual Meeting, on termination pay. Compensation |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 10 AGAINST |
| FIRSTENERGY CORP. | May 22, 2024 | Report on Feasibility of Integrating Climate-Related Measures into the Company's Compensation Plans Compensation |
Other | Against | Split 1 FOR, 6 AGAINST |
AGAINST 8 funds |
| FORTIVE CORP. | June 4, 2024 | To consider and act upon a shareholder proposal to approve an amendment to Fortive's Bylaws to require shareholder approval of director compensation. Compensation |
Other | Not determined | AGAINST 2 funds |
Split 1 FOR, 6 AGAINST |
| GOLDMAN SACHS GROUP INC. | April 24, 2024 | Shareholder Proposal Regarding a Policy for an Independent Chair Corporate Governance |
Other | Against | Split 1 FOR, 5 AGAINST |
AGAINST 9 funds |
| HOPE BANCORP INC. | May 23, 2024 | Approval of an amendment to the Company's Certificate of Incorporation to include an officer exculpation provision (as permitted by amendments to Delaware law). Corporate Governance |
Other | For | Split 1 FOR, 5 AGAINST |
FOR 4 funds |
| HOPE BANCORP INC. | May 23, 2024 | Approval of an amendment to the Company's Certificate of Incorporation to indemnify employees and agents of the Company. Corporate Governance |
Other | For | Split 1 FOR, 5 AGAINST |
FOR 4 funds |
| HP INC. | April 22, 2024 | Stockholder proposal requesting that HP Inc.'s Board of Directors adopt a policy to seek stockholder approval of any senior managers' new or renewed pay package that provides for certain severance or termination payments, if properly presented at the annual meeting Compensation |
Other | Against | AGAINST 5 funds |
Split 1 FOR, 10 AGAINST |
| INVESCO LTD. | May 23, 2024 | Shareholder proposal to request shareholder opportunity to vote on excessive golden parachutes Compensation |
Other | Against | FOR 5 funds |
Split 1 FOR, 1 AGAINST |
| JACKSON FINANCIAL INC. | May 23, 2024 | Adopt the Fourth Amended and Restated Certificate of Incorporation to update the exculpation provision and make ministerial changes to the Certificate Corporate Governance |
Other | For | Split 1 FOR, 4 AGAINST |
FOR 5 funds |
| NASDAQ INC. | June 11, 2024 | A Shareholder Proposal entitled "Special Shareholder Meeting Improvement" Corporate Governance |
Other | Against | AGAINST 4 funds |
Split 1 FOR, 6 AGAINST |
| NISOURCE INC. | May 13, 2024 | To consider a stockholder proposal requesting that our Board of Directors amend bylaws requiring stockholder approval of director compensation. Compensation |
Other | Against | AGAINST 7 funds |
Split 1 FOR, 5 AGAINST |
| OTIS WORLDWIDE CORP. | May 16, 2024 | Shareholder proposal regarding policy on majority voting in director elections Corporate Governance |
Other | Against | AGAINST 17 funds |
Split 1 FOR, 7 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 | AGAINST 3 funds |
Split 1 FOR, 6 AGAINST |
| SWATCH GROUP AG | May 8, 2024 | Amend Articles of Association Corporate Governance |
Other | For | FOR 4 funds |
Split 1 FOR, 2 AGAINST |
| SYNCHRONY FINANCIAL | June 11, 2024 | Approval of an Amendment to the Company's Amended and Restated Certificate of Incorporation to Reflect Recently Amended Delaware Law Provisions Regarding Officer Exculpation. Corporate Governance |
Other | For | Split 1 FOR, 5 AGAINST |
FOR 8 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, 1 AGAINST |
AGAINST 5 funds |
| WESBANCO INC. | April 17, 2024 | To consider and act upon such other matters as may properly come before the meeting or any adjournment thereof. Corporate Governance |
Other | For | Split 4 FOR, 1 AGAINST |
AGAINST 4 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.