Home › Asset managers › Compare 2024-2025 › Equitable vs Charles Schwab
Equitable 2024-2025 · Charles Schwab 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 18,916 | 16,164 | 490 | 2,262 | 97.1% | 93.2% |
| Board proposals | 17,338 | 14,982 | 447 | 1,909 | 97.1% | 93.5% |
| E&S shareholder proposals | 249 | 120 | 6 | 123 | 95.2% | 84.7% |
| Other items | 1,329 | 1,062 | 37 | 230 | 96.6% | 90.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
267 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 | Equitable | Charles Schwab |
|---|---|---|---|---|---|---|
| CHUY'S HOLDINGS INC. | October 10, 2024 | To approve one or more adjournments of the 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 5 FOR, 2 ABSTAIN |
FOR 4 funds |
| CIGNA GROUP | April 23, 2025 | Shareholder proposal - Support Special Shareholder Meeting Improvement Corporate Governance |
Other | Against | Split 2 FOR, 21 AGAINST |
AGAINST 14 funds |
| CITIGROUP INC. | April 29, 2025 | Stockholder proposal requesting a shareholder vote regarding excessive golden parachutes. Compensation |
Other | Against | Split 1 FOR, 18 AGAINST |
AGAINST 12 funds |
| CMS ENERGY CORP. | May 2, 2025 | Vote on a Shareholder Proposal: Support Shareholder Ability to Call for a Special Shareholder Meeting. Corporate Governance |
Other | Against | Split 12 FOR, 6 AGAINST |
AGAINST 13 funds |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP. | June 3, 2025 | Shareholder proposal regarding support for special shareholder meeting improvement, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 19 AGAINST |
AGAINST 13 funds |
| COLGATE-PALMOLIVE CO. | May 9, 2025 | Stockholder proposal entitled "Support an independent Board Chairman." Corporate Governance |
Other | Against | Split 2 FOR, 20 AGAINST |
AGAINST 13 funds |
| COMCAST CORP. | June 18, 2025 | Adopt policy for an independent chair Corporate Governance |
Other | Against | Split 9 FOR, 10 AGAINST |
FOR 13 funds |
| CONCENTRIX | October 28, 2024 | Approval to adjourn the Special Meeting to solicit additional proxies, if there are insufficient proxies at the Special Meeting to approve either of the foregoing proposals. Corporate Governance |
Other | Not determined | Split 7 FOR, 1 AGAINST |
FOR 11 funds |
| CORPAY INC. | June 11, 2025 | Shareholder proposal regarding an independent Board chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 11 FOR, 7 AGAINST |
FOR 13 funds |
| CRACKER BARREL OLD COUNTRY STORE INC. | November 21, 2024 | To approve the Company's shareholder rights agreement, which was adopted by our Board of Directors on February 22, 2024 and effective as of February 27, 2024. Shareholder Rights and Defenses |
Other | Contested | Split 8 FOR, 1 AGAINST |
FOR 8 funds |
| CRESCENT ENERGY CO. | July 29, 2024 | To approve one or more adjournments of the Crescent special meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the special meeting to approve the Crescent Issuance Proposal (the "Crescent Adjournment Proposal"). Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 7 funds |
| CUMMINS INC. | May 13, 2025 | The shareholder proposal regarding an independent Chairman of the Board. Corporate Governance |
Other | Against | Split 2 FOR, 18 AGAINST |
AGAINST 13 funds |
| CVS HEALTH CORP. | May 15, 2025 | Stockholder Proposal for Reducing the Threshold for Our Stockholder Right to Act By Written Consent. Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
AGAINST 13 funds |
| DATADOG | June 3, 2025 | To approve the amendment and restatement of our Amended and Restated Certificate of Incorporation to provide for the exculpation of officers as permitted by Delaware law and make additional non-substantive and clarifying changes. Corporate Governance |
Other | For | Split 1 FOR, 6 AGAINST |
FOR 12 funds |
| DELTA AIR LINES INC. | June 19, 2025 | A shareholder proposal requesting the ability for shareholders to act by written consent. Corporate Governance |
Other | Against | Split 8 FOR, 9 AGAINST |
AGAINST 13 funds |
| DESPEGAR.COM CORP. | March 4, 2025 | To adjourn the Special Meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies to approve the Merger Proposal if there are insufficient votes to approve the Merger Proposal at the time of the Special Meeting (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 1 fund |
| DIAMOND OFFSHORE DRILLING INC. | August 27, 2024 | 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 4 FOR, 2 ABSTAIN |
FOR 7 funds |
| DIAMONDBACK ENERGY INC. | May 21, 2025 | Stockholder proposal regarding certain executive severance arrangements. Corporate Governance |
Other | Against | Split 12 FOR, 8 AGAINST |
AGAINST 13 funds |
| DOLBY LABORATORIES INC. | February 4, 2025 | Amendment of the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | Split 2 FOR, 5 AGAINST |
AGAINST 9 funds |
| DOMINO'S PIZZA INC. | April 23, 2025 | Shareholder proposal regarding shareholder right to call a special meeting at a 15% threshold. Shareholder Rights and Defenses |
Other | Against | Split 13 FOR, 10 AGAINST |
AGAINST 14 funds |
| DOORDASH INC. | June 24, 2025 | The approval of an amendment to our amended and restated certificate of incorporation to reflect certain Delaware law provisions regarding officer exculpation. Director Elections |
Other | For | Split 1 FOR, 19 AGAINST |
AGAINST 14 funds |
| DOVER CORP. | May 2, 2025 | To consider a shareholder proposal requesting an independent board chair. Corporate Governance |
Other | Against | Split 8 FOR, 11 AGAINST |
AGAINST 13 funds |
| DT MIDSTREAM INC. | May 6, 2025 | Stockholder Proposal to Support Shareholder Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | Split 4 FOR, 2 AGAINST |
AGAINST 11 funds |
| DUCKHORN PORTFOLIO INC. | December 23, 2024 | A proposal to adjourn the Special Meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 4 funds |
| ECOLAB | May 8, 2025 | Approve amendment to the Ecolab Inc. Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Corporate Governance |
Other | For | Split 24 FOR, 1 AGAINST |
FOR 13 funds |
| ENFUSION INC. | April 17, 2025 | To approve the adjournment of the Special Meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the Merger Agreement Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 3 FOR, 2 ABSTAIN |
FOR 4 funds |
| ENSTAR GRO | November 6, 2024 | To approve an adjournment of the Special Meeting, from time to time, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the proposal to approve the Merger Agreement and the Mergers. Corporate Governance |
Other | Not determined | Split 5 FOR, 3 ABSTAIN |
FOR 9 funds |
| ENTERPRISE BANCORP INC. | April 3, 2025 | To authorize the Enterprise board of directors to adjourn or postpone the special meeting, if necessary, to permit further solicitation of proxies in favor of the Enterprise merger proposal or to vote on other matters properly before the special meeting (the "Enterprise adjournment proposal"). Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 2 funds |
| ENVESTNET INC. | September 24, 2024 | To approve an adjournment of the Special Meeting, from time to time, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Proposal or in the absence of a quorum. Corporate Governance |
Other | For | Split 4 FOR, 5 ABSTAIN |
FOR 7 funds |
| EPAM SYSTEMS INC. | May 22, 2025 | To hold an advisory vote on a stockholder proposal relating to a simple majority vote. Corporate Governance |
Other | Against | Split 13 FOR, 8 AGAINST |
AGAINST 15 funds |
| EQUINIX INC. | May 21, 2025 | Consideration and vote upon a stockholder proposal, if properly presented at the Annual Meeting, related to written consent of stockholders Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 22 AGAINST |
AGAINST 16 funds |
| EQUITRANS MIDSTREAM CORP. | July 18, 2024 | Approval of the adjournment of the special meeting of shareholders of the Company (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 6 FOR, 4 ABSTAIN |
FOR 7 funds |
| EVERSOURCE ENERGY | May 1, 2025 | Vote on a shareholder proposal titled "Support an Independent Board Chairman," if properly brought before the meeting. Corporate Governance |
Other | Against | Split 11 FOR, 9 AGAINST |
AGAINST 14 funds |
| EXACT SCIENCES CORP. | June 12, 2025 | To vote on a shareholder proposal concerning the adoption of a director election resignation governance policy, if properly presented. Corporate Governance |
Other | Against | Split 1 FOR, 8 AGAINST |
FOR 13 funds |
| FACTSET RESEARCH SYSTEMS INC. | December 19, 2024 | To vote on a stockholder proposal, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 13 FOR, 9 AGAINST |
AGAINST 15 funds |
| FEDEX CORP. | September 23, 2024 | Approval of an amendment to the Third Amended and Restated Certificate of Incorporation of FedEx Corporation to limit liability of certain officers as permitted by law. Director Elections |
Other | For | Split 20 FOR, 1 AGAINST |
FOR 12 funds |
| FLOOR & DECOR HOLDINGS | May 7, 2025 | Stockholder proposal regarding shareholder ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | Split 6 FOR, 5 AGAINST |
AGAINST 13 funds |
| FMC CORP. | April 29, 2025 | Vote on an advisory stockholder proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold. Corporate Governance |
Other | Against | Split 10 FOR, 6 AGAINST |
AGAINST 14 funds |
| FORTINET INC. | June 13, 2025 | Stockholder proposal to amend Fortinet's governing documents to require that two separate individuals hold the office of the Chairman of the Board of Directors and the office of the Chief Executive Officer. Corporate Governance |
Other | Against | Split 12 FOR, 9 AGAINST |
AGAINST 13 funds |
| FORTIVE CORP. | June 3, 2025 | To act upon a shareholder proposal to amend Fortive's governing documents to reduce the ownership requirement for shareholders to call a special meeting from 25% of Fortive's common stock to 10%. Corporate Governance |
Other | Against | Split 9 FOR, 11 AGAINST |
AGAINST 13 funds |
| FRONTIER GROUP HOLDINGS INC. | May 15, 2025 | To approve the amendment and restatement of the Company's Amended and Restated Certificate of Incorporation to provide for exculpation of officers and to make certain other administrative, clarifying and conforming changes, including to reflect the Company's loss of controlled company status in 2024. Director Elections |
Other | For | Split 4 FOR, 2 AGAINST |
AGAINST 4 funds |
| FUBOTV INC. | June 17, 2025 | Approval of the adjournment of the Annual Meeting, if necessary, to solicit additional proxies if there are not sufficient votes in favor of Proposal 4. Corporate Governance |
Other | For | Split 5 FOR, 2 AGAINST |
FOR 4 funds |
| GE AEROSPACE | May 6, 2025 | Shareholder Proposal Requesting Vote on Severance Payments Corporate Governance |
Other | Against | Split 1 FOR, 22 AGAINST |
AGAINST 13 funds |
| GLOBALSTAR INC. | May 20, 2025 | Approve the amendment to our Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | Split 4 FOR, 4 AGAINST |
AGAINST 4 funds |
| GODADDY INC. | June 4, 2025 | Company Proposal - Approval of an Amendment to the Company's Restated Certificate of Incorporation to limit liability of officers as permitted by law Director Elections |
Other | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| GROUP 1 AUTOMOTIVE INC. | May 13, 2025 | Shareholder Proposal: Simple Majority Vote. Corporate Governance |
Other | Against | Split 3 FOR, 3 AGAINST |
AGAINST 7 funds |
| HARTFORD INSURANCE GROUP INC. | May 21, 2025 | Shareholder proposal that the Company adopt special meeting rights for shareholders Corporate Governance |
Other | Against | Split 9 FOR, 10 AGAINST |
AGAINST 13 funds |
| HCA HEALTHCARE INC. | April 24, 2025 | Stockholder proposal, if properly presented at the meeting, regarding lavish golden parachutes. Compensation |
Other | Against | Split 12 FOR, 8 AGAINST |
AGAINST 14 funds |
| HCA HEALTHCARE INC. | April 24, 2025 | To approve an amendment to our amended and restated certificate of incorporation to provide for the exculpation of officers as permitted by Delaware law. Director Elections |
Other | For | Split 19 FOR, 2 AGAINST |
FOR 14 funds |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Independent Board Chair Corporate Governance |
Other | Against | Split 1 FOR, 22 AGAINST |
AGAINST 16 funds |
| HONEYWELL INTERNATIONAL INC. | May 20, 2025 | Shareowner Proposal - Independent Board Chairman. Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
AGAINST 13 funds |
| HUBSPOT INC. | June 4, 2025 | A stockholder proposal to change to a simple majority standard in connection with each voting requirement in the Company's certificate of incorporation and bylaws. Shareholder Rights and Defenses |
Other | Against | Split 5 FOR, 6 AGAINST, 1 ABSTAIN |
AGAINST 11 funds |
| ICU MEDICAL INC. | May 13, 2025 | To approve, on an advisory basis, a stockholder proposal to adopt simple majority voting. Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 3 AGAINST |
FOR 7 funds |
| ILLINOIS TOOL WORKS INC. | May 2, 2025 | A non-binding stockholder proposal, if properly presented at the meeting, for stockholder ratification of termination pay. Compensation |
Other | Against | Split 10 FOR, 9 AGAINST |
AGAINST 14 funds |
| INDEPENDENT BANK GROUP INC. | August 14, 2024 | The IBTX adjournment proposal: to adjourn or postpone the IBTX special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the IBTX merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of IBTX common stock. Corporate Governance |
Other | For | Split 3 FOR, 3 ABSTAIN |
FOR 7 funds |
| INGLES MARKETS INC. | March 3, 2025 | Shareholder proposal to increase the size of the Company's board of directors. Corporate Governance |
Other | Against | Split 2 FOR, 4 AGAINST |
AGAINST 7 funds |
| INNOVAGE HOLDING CORP. | December 5, 2024 | The approval of an amendment to the Company's Second Amended and Restated Certificate of Incorporation to provide for the exculpation of certain officers as permitted under Delaware law. Director Elections |
Other | For | Split 4 FOR, 3 AGAINST |
AGAINST 4 funds |
| INNOVID CORP. | February 11, 2025 | To approve the adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement. Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 2 funds |
| INTEL CORP. | May 6, 2025 | Stockholder proposal requesting shareholder right to act by written consent, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 1 FOR, 17 AGAINST |
AGAINST 12 funds |
| INTERNATIONAL PAPER CO. | October 11, 2024 | To approve the adjournment of the Special Meeting to a later date or time, if necessary or appropriate, to solicit additional proxies in the event there are insufficient votes cast at the Special Meeting to approve the Share Issuance Proposal. Corporate Governance |
Other | For | Split 14 FOR, 7 ABSTAIN |
FOR 14 funds |
| INTUIT INC. | January 23, 2025 | Approval of an amendment to our Certificate of Incorporation to limit the liability of certain officers in accordance with recent Delaware law amendments. Director Elections |
Other | For | Split 24 FOR, 2 AGAINST |
FOR 13 funds |
| IQVIA HOLDINGS INC. | April 24, 2025 | If properly presented, a stockholder proposal concerning special stockholder meetings. Corporate Governance |
Other | Against | Split 6 FOR, 17 AGAINST |
AGAINST 15 funds |
| ITERIS INC. | October 22, 2024 | To approve one or more adjournments of the special meeting to a later date or dates, if necessary, 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 5 FOR, 2 ABSTAIN |
FOR 2 funds |
| JOHN B. SANFILIPPO & SON INC. | October 30, 2024 | Amend the Company's Restated Certificate of Incorporation to limit the liability of officers as permitted by law. Director Elections |
Other | For | Split 4 FOR, 2 AGAINST |
AGAINST 7 funds |
| JOHNSON & JOHNSON | April 24, 2025 | Shareholder opportunity to vote on excessive golden parachutes Corporate Governance |
Other | Against | Split 1 FOR, 21 AGAINST |
AGAINST 15 funds |
| JPMORGAN CHASE & CO. | May 20, 2025 | Support for an independent board chairman Corporate Governance |
Other | Against | Split 2 FOR, 18 AGAINST |
AGAINST 13 funds |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Adopt policy on independent board chair, if properly presented. Corporate Governance |
Other | Against | Split 9 FOR, 8 AGAINST |
AGAINST 12 funds |
| LENNAR CORP. | April 9, 2025 | Vote on a stockholder proposal on an Independent Board Chairman. Corporate Governance |
Other | Against | Split 8 FOR, 12 AGAINST |
AGAINST 13 funds |
| LIBERTY EN | April 15, 2025 | Approve an amendment to the Company's certificate of incorporation to delete the waiver of Section 203 of the Delaware General Corporation Law. Corporate Governance |
Other | Not determined | Split 3 FOR, 3 AGAINST |
AGAINST 7 funds |
| LINCOLN NATIONAL CORP. | May 22, 2025 | Shareholder proposal to amend our governing documents to provide for an independent chairman of the board. Corporate Governance |
Other | Against | Split 3 FOR, 2 AGAINST |
AGAINST 11 funds |
| LIONS GATE ENTERTAINMENT CORP. | April 23, 2025 | Advance Notice for Nomination of Directors for Starz Articles: to include advance notice provisions for nominations of directors. Shareholder Rights and Defenses |
Other | For | Split 3 FOR, 3 AGAINST |
FOR 7 funds |
| LITHIA MOTORS INC. | April 24, 2025 | Vote on a shareholder proposal requesting shareholder approval of certain executive severance arrangements, if properly presented. Corporate Governance |
Other | Against | Split 4 FOR, 2 AGAINST |
AGAINST 12 funds |
| LIVEONE INC. | September 12, 2024 | Approve an adjournment of the Annual Meeting to a later date or time, if necessary, to permit further solicitation and vote of proxies if there are not sufficient votes at the time of the Annual Meeting to approve any of the proposals presented for a vote at the Annual Meeting. Corporate Governance |
Other | For | Split 6 FOR, 2 AGAINST |
FOR 2 funds |
| LKQ CORP. | May 7, 2025 | Advisory vote on a shareholder proposal to give shareholders the ability to call for a special shareholder meeting at a 10% ownership threshold. Corporate Governance |
Other | None | Split 11 FOR, 7 AGAINST |
AGAINST 14 funds |
| LOCKHEED MARTIN CORP. | May 9, 2025 | Stockholder Proposal Requesting Shareholder Approval Requirement for Excessive Golden Parachutes Compensation |
Other | Against | Split 10 FOR, 9 AGAINST |
AGAINST 15 funds |
| MARATHON PETROLEUM CORP. | April 30, 2025 | Shareholder proposal to support a simple majority vote. Shareholder Rights and Defenses |
Other | Against | Split 13 FOR, 5 AGAINST |
AGAINST 12 funds |
| MARINE PRODUCTS CORP. | April 22, 2025 | To remove a provision from our Certificate of Incorporation specifying the requirements to call a special meeting of stockholders. Shareholder Rights and Defenses |
Other | For | Split 3 FOR, 5 AGAINST |
FOR 2 funds |
| MATTEL INC. | May 28, 2025 | Approval of an amendment to Mattel, Inc.'s Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | Split 9 FOR, 1 AGAINST |
FOR 14 funds |
| MCKESSON CORP. | July 31, 2024 | Approve Amendment to Certificate of Incorporation to Provide for Officer Exculpation. Director Elections |
Other | For | Split 19 FOR, 1 AGAINST |
FOR 14 funds |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding disclosure of voting results based on class of shares. Shareholder Rights and Defenses |
Other | Against | Split 19 FOR, 5 AGAINST |
FOR 14 funds |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding dual class capital structure. Shareholder Rights and Defenses |
Other | Against | Split 24 FOR, 3 AGAINST |
FOR 14 funds |
| MICRON TECHNOLOGY INC. | January 16, 2025 | PROPOSAL BY THE COMPANY TO APPROVE, ON A NON-BINDING ADVISORY BASIS, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS AS DESCRIBED IN THE PROXY STATEMENT. Say-on-Pay |
Other | For | Split 19 FOR, 1 AGAINST |
FOR 14 funds |
| MICROSTRATEGY INC. | January 21, 2025 | To approve one or more proposals to adjourn the Special Meeting if necessary to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve Proposal 1, Proposal 2, and/or Proposal 3 ("Proposal 4"). Corporate Governance |
Other | For | Split 2 FOR, 8 AGAINST |
AGAINST 10 funds |
| MONEYLION INC | April 10, 2025 | to approve the adjournment from time to time of the special meeting of stockholders of MoneyLion (referred to as the "MoneyLion special meeting"), if necessary to solicit additional proxies if there are not sufficient votes to approve the merger agreement proposal at the time of the MoneyLion special meeting or any adjournment or postponement thereof (referred to as the "adjournment proposal") Corporate Governance |
Other | For | Split 5 FOR, 2 ABSTAIN |
FOR 4 funds |
| MONGODB INC. | June 30, 2025 | Approval of an amendment to the Company's charter to limit the liability of certain officers as permitted by Delaware law. Director Elections |
Other | For | Split 6 FOR, 1 AGAINST |
FOR 8 funds |
| MONOLITHIC POWER SYSTEMS INC. | June 12, 2025 | Vote on a stockholder proposal to give shareholders the ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | Split 6 FOR, 13 AGAINST |
AGAINST 13 funds |
| MOODY'S | April 15, 2025 | Stockholder proposal requesting stockholder ratification of certain executive severance arrangements. Compensation |
Other | Against | Split 1 FOR, 18 AGAINST |
AGAINST 12 funds |
| NABORS INDUSTRIES LTD. | January 17, 2025 | To vote on a proposal to approve the adjournment of the Nabors special general meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies in the event there are not sufficient votes at the time of the Nabors special general meeting to approve the Nabors share issuance proposal or in the absence of a quorum. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 7 funds |
| NASDAQ INC. | June 11, 2025 | Approval of an amendment to the Company's Amended and Restated Certificate of Incorporation to provide for limited officer exculpation Director Elections |
Other | For | Split 20 FOR, 1 AGAINST |
FOR 13 funds |
| NATURAL GROCERS BY VITAMIN COTTAGE INC. | March 5, 2025 | TO APPROVE AN AMENDMENT TO THE COMPANY'S AMENDED AND RESTATED CERTIFICATE OF INCORPORATION TO LIMIT THE LIABILITY OF CERTAIN OFFICERS OF THE COMPANY AS PERMITTED BY AMENDMENTS TO DELAWARE LAW. Director Elections |
Other | For | Split 5 FOR, 3 AGAINST |
AGAINST 2 funds |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Proposal 5 - Proposal that Won 45% NFLX Shareholder Support," if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 9 AGAINST |
AGAINST 13 funds |
| NEVRO CORP. | April 2, 2025 | To approve the adjournment of the special meeting to a later date or dates if necessary to solicit additional proxies if there are insufficient votes in person or by proxy to approve the proposal to adopt the Merger Agreement at the time of the special meeting. Corporate Governance |
Other | For | Split 5 FOR, 3 ABSTAIN |
FOR 4 funds |
| NEWMARK GROUP INC. | October 17, 2024 | Approval of the amendment and restatement of the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation to the extent permitted under Delaware law. Director Elections |
Other | For | Split 3 FOR, 3 AGAINST |
AGAINST 8 funds |
| NISOURCE INC. | May 12, 2025 | To consider a stockholder proposal requesting to support special shareholder meeting improvement. Corporate Governance |
Other | Against | Split 9 FOR, 10 AGAINST |
AGAINST 14 funds |
| NVIDIA | June 25, 2025 | Approval of a stockholder proposal to adopt a new director election resignation governance policy. Corporate Governance |
Other | Against | Split 1 FOR, 29 AGAINST |
FOR 16 funds |
| NVIDIA | June 25, 2025 | Approval of a stockholder proposal to eliminate the holding period requirement to call a special stockholder meeting. Corporate Governance |
Other | Against | Split 2 FOR, 27 AGAINST |
AGAINST 16 funds |
| NVR INC. | May 6, 2025 | Shareholder proposal to provide shareholders with the right to call a special meeting. Corporate Governance |
Other | Against | Split 8 FOR, 9 AGAINST |
AGAINST 13 funds |
| National Grid plc | July 10, 2024 | Approval of Updated Climate Transition Plan Environment or Climate |
Other | For | Split 1 FOR, 1 ABSTAIN |
FOR 4 funds |
| ORUKA THERAPEUTICS INC. | November 14, 2024 | To approve an adjournment of the Special Meeting, if necessary or appropriate, to solicit additional proxies. Corporate Governance |
Other | For | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| OUTBRAIN INC. | December 5, 2024 | To postpone or adjourn the special meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the special meeting to approve Proposal 1. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 2 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.