Home › Asset managers › Compare 2023-2024 › State Street vs Russell Investments
State Street 2023-2024 · Russell Investments 2023-2024 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 8,015 | 7,049 | 885 | 81 | 88.8% | 88.3% |
| Board proposals | 7,189 | 6,567 | 562 | 60 | 92.1% | 91.6% |
| E&S shareholder proposals | 289 | 211 | 71 | 7 | 74.8% | 74.6% |
| Other items | 537 | 271 | 252 | 14 | 51.8% | 51.2% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
266 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 | State Street | Russell Investments |
|---|---|---|---|---|---|---|
| SHOCKWAVE MEDICAL INC. | May 29, 2024 | To adjourn the Special Meeting of Stockholders to a later date or dates as provided in the Merger Agreement, if necessary or appropriate, including to solicit additional votes if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting of Stockholders. Corporate Governance |
Other | For | AGAINST 11 funds |
FOR 2 funds |
| SITEONE LANDSCAPE SUPPLY INC. | May 7, 2024 | Approval of an amendment to the company's Charter to limit the liability of certain officers. Corporate Governance |
Other | For | FOR 5 funds |
AGAINST 4 funds |
| SMITH & WESSON BRANDS INC. | September 19, 2023 | A management proposal (ratification of Nevada exclusive forum provision). Shareholder Rights and Defenses |
Other | For | FOR 3 funds |
AGAINST 2 funds |
| SMITH & WESSON BRANDS INC. | September 19, 2023 | A stockholder proposal (right to call special shareholder meeting). Corporate Governance |
Other | Against | AGAINST 3 funds |
FOR 2 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 | AGAINST 2 funds |
FOR 2 funds |
| SPIRIT REALTY CAPITAL INC. | January 19, 2024 | Adjournment Proposal: To approve the adjournment of the Spirit special meeting, if necessary or appropriate, to solicit additional proxies in favor of the Merger Proposal, if there are insufficient votes at the time of such adjournment to approve such proposal. Corporate Governance |
Other | For | AGAINST 13 funds |
FOR 7 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 | AGAINST 10 funds |
FOR 1 fund |
| SPX TECHNOLOGIES INC. | May 14, 2024 | Approval of the Amendment to our Certificate of Incorporation to Add a Federal Forum Selection Provision for Claims under the Securities Act of 1933. Shareholder Rights and Defenses |
Other | For | FOR 11 funds |
AGAINST 1 fund |
| SPX TECHNOLOGIES INC. | May 14, 2024 | Approval of the Amendment to our Certificate of Incorporation to Provide for Exculpation of Certain Officers as Permitted by Recent Amendments to Delaware Law. Corporate Governance |
Other | For | FOR 11 funds |
AGAINST 1 fund |
| STEEL DYNAMICS INC. | May 9, 2024 | SHAREHOLDER PROPOSAL - ADOPT A SHAREHOLDER RIGHT TO CALL A SPECIAL SHAREHOLDER MEETING Corporate Governance |
Other | Not determined | AGAINST 22 funds |
FOR 5 funds |
| STEVEN MADDEN LTD. | May 22, 2024 | TO APPROVE AN AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF STEVEN MADDEN, LTD. TO INCORPORATE NEW DELAWARE LAW PROVISIONS REGARDING OFFICER EXCULPATION AND TO INTEGRATE PRIOR AMENDMENTS. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 2 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 | AGAINST 3 funds |
FOR 3 funds |
| 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 | FOR 7 funds |
AGAINST 2 funds |
| 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 | FOR 22 funds |
AGAINST 5 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 19 funds |
FOR 5 funds |
| TACTILE SYSTEMS TECHNOLOGY INC. | May 8, 2024 | 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 | FOR 3 funds |
AGAINST 1 fund |
| TALOS ENERGY INC. | May 23, 2024 | To approve a Certificate of Amendment to the Company's Second Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 9 funds |
AGAINST 4 funds |
| TARGET CORP. | June 12, 2024 | Shareholder proposal to adopt a policy for an independent board chair. Corporate Governance |
Other | Against | AGAINST 25 funds |
FOR 7 funds |
| TE CONNECTIVITY LTD. | March 13, 2024 | To approve amendments to TE Connectivity's articles of association relating to hybrid and virtual general meetings of shareholders Corporate Governance |
Other | Not determined | AGAINST 21 funds |
FOR 3 funds |
| TEGNA INC. | August 17, 2023 | SHAREHOLDER PROPOSAL regarding shareholder ratification of termination pay. Compensation |
Other | Against | AGAINST 8 funds |
FOR 1 fund |
| TEGNA INC. | April 24, 2024 | COMPANY PROPOSAL TO APPROVE officer exculpation amendments. Corporate Governance |
Other | For | FOR 9 funds |
AGAINST 1 fund |
| 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 | AGAINST 24 funds |
FOR 3 funds |
| TEXAS INSTRUMENTS INC. | April 25, 2024 | Stockholder proposal to permit a combined 15% of stockholders to call a special meeting. Corporate Governance |
Other | Against | AGAINST 31 funds |
FOR 9 funds |
| TEXAS PACIFIC LAND CORP. | November 10, 2023 | To consider a non-binding stockholder proposal regarding adopting a policy that requires an independent Chair of the Company's Board of Directors. Corporate Governance |
Other | Against | AGAINST 7 funds |
FOR 3 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 | FOR 13 funds |
AGAINST 6 funds |
| TEXTRON INC. | April 24, 2024 | Shareholder Proposal regarding independent board chairman. Corporate Governance |
Other | Against | AGAINST 22 funds |
FOR 5 funds |
| 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 23 funds |
AGAINST 6 funds |
| TRAVEL + LEISURE CO. | May 15, 2024 | A proposal to amend the Company's Certificate of Incorporation to provide for exculpation of certain officers of the Company. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 5 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 | AGAINST 2 funds |
FOR 2 funds |
| TTM TECHNOLOGIES INC. | May 8, 2024 | To approve an amendment of our certificate of incorporation to provide for the exculpation of officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 10 funds |
AGAINST 2 funds |
| U-HAUL HOLDING CO. | August 17, 2023 | A proposal received from Company stockholder proponents to ratify and affirm the decisions and actions taken by the Board and executive officers of the Company with respect to U-Haul Holding Company, its subsidiaries, and its various constituencies, for the fiscal year ended March 31, 2023. Corporate Governance |
Other | For | AGAINST 4 funds |
ABSTAIN 1 fund |
| 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 22 funds |
AGAINST 5 funds |
| UNITED AIRLINES HOLDINGS INC. | May 22, 2024 | A Vote to Approve the Company's Tax Benefits Preservation Plan. Shareholder Rights and Defenses |
Other | For | AGAINST 15 funds |
FOR 2 funds |
| 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 25 funds |
AGAINST 8 funds |
| UNITED RENTALS INC. | May 9, 2024 | Stockholder Proposal for Directors to be Elected by Majority Vote Corporate Governance |
Other | Not determined | AGAINST 25 funds |
FOR 8 funds |
| UNITED STATES STEEL CORP. | April 12, 2024 | To approve any adjournment of the special meeting of stockholders of United States Steel Corporation (the "Special Meeting"), 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 | AGAINST 11 funds |
FOR 3 funds |
| UNUM GROUP | May 23, 2024 | To approve amendment to the company's Amended and Restated Certificate of Incorporation to reflect recent amendments to Delaware law regarding officer exculpation. Corporate Governance |
Other | For | FOR 12 funds |
AGAINST 5 funds |
| VEEVA SYSTEMS INC. | June 12, 2024 | To approve an amendment and restatement of our Certificate of Incorporation to reflect the Delaware law provisions regarding officer exculpation. Corporate Governance |
Other | For | FOR 11 funds |
AGAINST 6 funds |
| 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 | AGAINST 9 funds |
FOR 2 funds |
| VERIZON COMMUNICATIONS INC. | May 9, 2024 | Independent Board chair Corporate Governance |
Other | Not determined | AGAINST 25 funds |
FOR 9 funds |
| VITAL ENERGY INC. | November 21, 2023 | To 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 Charter Amendment Proposal or the Conversion Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | AGAINST 10 funds |
FOR 2 funds |
| VITAL ENERGY INC. | May 23, 2024 | To approve an amendment to the Certificate of Incorporation to adopt limitations on the liability of officers similar to those that exist for directors. Corporate Governance |
Other | For | FOR 11 funds |
AGAINST 2 funds |
| WABASH NATIONAL CORP. | May 22, 2024 | To approve an amendment to Wabash National Corporation's Certificate of Incorporation, as amended, to provide exculpation from personal liability for certain officers as permitted by Delaware law. Corporate Governance |
Other | For | FOR 10 funds |
AGAINST 1 fund |
| WALGREENS BOOTS ALLIANCE INC. | January 25, 2024 | Stockholder proposal requesting an independent board chairman. Corporate Governance |
Other | Against | AGAINST 26 funds |
FOR 7 funds |
| WASTE MANAGEMENT INC. | May 14, 2024 | Approval of an amendment to the Certificate of Incorporation to provide for officer exculpation. Corporate Governance |
Other | For | FOR 26 funds |
AGAINST 10 funds |
| WATERS CORP. | May 23, 2024 | To amend the Company's certificate of incorporation to provide for exculpation of certain officers of the Company as permitted by recent amendments to Delaware law; and Corporate Governance |
Other | For | FOR 21 funds |
AGAINST 2 funds |
| WILLIAMS-SONOMA INC. | May 29, 2024 | An amendment to our certificate of incorporation to include an officer exculpation provision Corporate Governance |
Other | For | FOR 15 funds |
AGAINST 1 fund |
| 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 6 funds |
AGAINST 3 funds |
| XEROX HOLDINGS CORP. | May 22, 2024 | Consider a shareholder proposal relating to golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | AGAINST 8 funds |
FOR 2 funds |
| 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 | AGAINST 8 funds |
FOR 2 funds |
| 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 24 funds |
AGAINST 8 funds |
| ZOETIS INC. | May 22, 2024 | Shareholder proposal regarding an improvement to our director resignation policy. Corporate Governance |
Other | Against | AGAINST 24 funds |
FOR 8 funds |
| AMERICAN EQUITY INVESTMENT LIFE HLDG CO | November 10, 2023 | The Adjournment Proposal - To approve the adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the Merger Proposal. Corporate Governance |
Other | For | Split 2 FOR, 10 AGAINST |
FOR 3 funds |
| AMERICAN TOWER CORP. | May 22, 2024 | To consider a stockholder proposal, if properly presented, regarding the ownership threshold required to call a special meeting. Corporate Governance |
Other | Against | Split 1 FOR, 27 AGAINST |
FOR 9 funds |
| BLOOMIN' BRANDS INC. | April 23, 2024 | To vote on a stockholder proposal regarding stockholder right to act by written consent Corporate Governance |
Other | Against | Split 2 FOR, 9 AGAINST |
FOR 3 funds |
| CHAMPIONX CORP. | June 18, 2024 | To approve the adjournment of the 2024 Special Meeting, if necessary, (1) to solicit additional proxies in favor of the Merger Proposal if (a) there are holders of an insufficient number of shares of ChampionX common stock present online or represented by proxy at the ChampionX Special Meeting to constitute a quorum at such meeting or (b) there are insufficient votes at the time of such adjournment to approve the Merger Proposal or (2) to allow reasonable additional time for the filing and mailing of any required supplement or amendment to the accompanying proxy statement/prospectus, and the review of such materials by ChampionX stockholders (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 2 FOR, 12 AGAINST |
FOR 3 funds |
| HEALTHPEAK PROPERTIES INC. | February 21, 2024 | a proposal to approve the adjournment of the Healthpeak special meeting, if necessary or appropriate, to solicit additional proxies in favor of the Healthpeak Common Stock Issuance Proposal and/or Healthpeak Charter Amendment Proposal if there are insufficient votes at the time of such adjournment to approve such proposals (which we refer to as the "Healthpeak Adjournment Proposal"). Corporate Governance |
Other | For | Split 1 FOR, 24 AGAINST |
FOR 1 fund |
| LIFE STORAGE INC. | July 18, 2023 | A proposal to approve one or more adjournments of the Life Storage special meeting to another date, time or place, if necessary or appropriate, to solicit additional proxies in favor of the Life Storage merger proposal, which we refer to as the "Life Storage adjournment proposal." Corporate Governance |
Other | For | Split 1 FOR, 13 AGAINST |
FOR 7 funds |
| MERITAGE HOMES CORP. | May 16, 2024 | Shareholder proposal to elect each director annually. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 2 AGAINST |
FOR 3 funds |
| MODEL N INC. | June 25, 2024 | To adjourn the Special Meeting of Stockholders to a later date or dates as provided in the Merger Agreement, if necessary or appropriate, including to solicit additional votes if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting of Stockholders. Corporate Governance |
Other | For | Split 2 FOR, 5 AGAINST |
FOR 3 funds |
| PACWEST BANCORP | November 22, 2023 | Approval of one or more adjournments of the Special Meeting, if necessary or appropriate, including adjournments to permit further solicitation of proxies in favor of adopting the merger agreement. Corporate Governance |
Other | For | Split 7 FOR, 1 AGAINST |
FOR 1 fund |
| PDC ENERGY INC. | August 4, 2023 | To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to adopt the merger agreement. Corporate Governance |
Other | For | Split 2 FOR, 9 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, 11 AGAINST |
FOR 1 fund |
| 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 2 FOR, 2 AGAINST |
FOR 2 funds |
| SUMMIT FINANCIAL GROUP INC. | December 6, 2023 | To adjourn the Summit special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes to approve the Summit merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Summit common stock. Corporate Governance |
Other | For | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| 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 2 FOR, 7 AGAINST |
FOR 7 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.