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Equitable vs Jackson National: how alike they voted, 2024-2025

96.4% When both took a single position, they voted the same way on 96.4% of 9,151 items (8,823 the same, 328 different). 2,007 items where at least one of them split its funds are listed separately below. Both voted on 11,158 items in all.

Equitable 2024-2025 · Jackson National 2024-2025 · 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 11,1588,823328 2,00796.4%90.3%
Board proposals 8,7776,964308 1,50595.8%89.9%
E&S shareholder proposals 2451061 13899.1%84.0%
Other items 2,1361,75319 36498.9%92.7%

Where they did not vote alike

Everything Voted differently Split votes

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

2,335 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 recommendedEquitableJackson National
TERRITORIAL BANCORP INC. November 6, 2024 To approve and adopt the Agreement and Plan of Merger, dated as of April 26, 2024 (the "Merger Agreement"), by and between Hope Bancorp, Inc. ("Hope") and Territorial Bancorp Inc. ("Territorial"), and to approve the transactions contemplated by the Merger Agreement, including the merger (the "Merger") of Territorial with and into Hope (collectively, the "Merger Proposal");
Extraordinary Transactions
Board For FOR
1 fund
AGAINST
2 funds
THE TIMKEN COMPANY May 2, 2025 Approval, on an advisory basis, of our named executive officer compensation.
Say-on-Pay
Board For FOR
9 funds
AGAINST
7 funds
TRANSACT TECHNOLOGIES INC. May 29, 2025 Approval, on a non-binding, advisory basis, of the compensation of our named executive officers.
Say-on-Pay
Board For FOR
2 funds
AGAINST
2 funds
TRAVELZOO June 4, 2025 Vote, on an advisory basis, to approve executive compensation.
Say-on-Pay
Board For FOR
1 fund
AGAINST
2 funds
TREACE MEDICAL CONCEPTS INC. May 20, 2025 Approval, on an advisory, non-binding basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
6 funds
AGAINST
1 fund
TREDEGAR CORP. May 8, 2025 Non-Binding Advisory Vote to Approve Named Executive Officer Compensation
Say-on-Pay
Board For FOR
9 funds
AGAINST
2 funds
TRUEBLUE INC. May 14, 2025 To approve, by advisory vote, compensation for our named executive officers.
Say-on-Pay
Board For FOR
7 funds
AGAINST
2 funds
TRUECAR INC. May 22, 2025 Advisory vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
7 funds
AGAINST
2 funds
ULTRAGENYX PHARMACEUTICAL INC. May 15, 2025 Approval of the Second Amended and Restated 2023 Incentive Plan.
Compensation
Board For FOR
7 funds
AGAINST
4 funds
ULTRALIFE CORP. July 16, 2024 To approve the adoption of the Ultralife Corporation 2024 Long-Term Incentive Plan.
Compensation
Board For FOR
1 fund
AGAINST
2 funds
UNISYS CORP. May 8, 2025 Advisory vote to approve executive compensation.
Say-on-Pay
Board For FOR
7 funds
AGAINST
2 funds
UNIVERSAL ELECTRONICS INC. May 27, 2025 Approval, on an advisory basis, of the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
1 fund
AGAINST
2 funds
UNIVERSAL HEALTH REALTY INCOME TRUST June 11, 2025 Advisory (nonbinding) vote to approve named executive officer compensation.
Say-on-Pay
Board For FOR
8 funds
AGAINST
1 fund
USIO INC. June 10, 2025 To approve, on an advisory basis, the compensation paid to our Named Executive Officers for the year ended December 31, 2024.
Say-on-Pay
Board For FOR
1 fund
AGAINST
1 fund
UTZ BRANDS INC. April 24, 2025 Non-binding, advisory vote to approve executive compensation
Say-on-Pay
Board For FOR
7 funds
AGAINST
2 funds
VANDA PHARMACEUTICALS INC. June 5, 2025 To approve, on an advisory basis, the Company's named executive officer compensation.
Say-on-Pay
Board For FOR
7 funds
AGAINST
2 funds
VENTYX BIOSCIENCES INC. June 4, 2025 To approve, on an advisory basis, the compensation of the named executive officers identified in the 2024 Summary Compensation Table in the "Executive Compensation" section of the proxy statement (the "Say-on-Pay Vote").
Say-on-Pay
Board For FOR
8 funds
AGAINST
1 fund
VERA BRADLEY INC. June 5, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
7 funds
AGAINST
2 funds
VERACYTE INC. June 17, 2025 The approval of an amendment to our Veracyte, Inc. 2023 Equity Incentive Plan.
Compensation
Board For FOR
8 funds
AGAINST
3 funds
VERVE THERAPEUTICS INC. June 5, 2025 Approval, on an advisory basis, of the compensation paid to our named executive officers.
Say-on-Pay
Board For FOR
7 funds
AGAINST
1 fund
VIKING HOLDINGS LTD May 15, 2025 Election of Director: Jack Weingart
Director Elections
Board For AGAINST
1 fund
FOR
2 funds
VIMEO INC. June 9, 2025 Approve a non-binding advisory resolution to approve the compensation of the Company's named executive officers (say on pay).
Say-on-Pay
Board For FOR
6 funds
AGAINST
2 funds
VOXX INTERNATIONAL CORP. March 31, 2025 To approve by a non-binding, advisory vote certain compensation arrangements for the Company's named executive officers in connection with the Merger.
Say-on-Pay
Board For FOR
2 funds
AGAINST
2 funds
VOYAGER THERAPEUTICS INC. June 3, 2025 To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.
Say-on-Pay
Board For FOR
8 funds
AGAINST
1 fund
W&T OFFSHORE INC. June 3, 2025 To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement pursuant to Item 402 of Regulation S-K.
Say-on-Pay
Board For FOR
7 funds
AGAINST
2 funds
WESTWOOD H April 30, 2025 To approve the Eleventh Amended and Restated Westwood Holdings Group, Inc. Stock Incentive Plan.
Compensation
Board Not determined FOR
1 fund
AGAINST
2 funds
WHITEHAWK THERAPEUTICS INC. June 11, 2025 To approve, on an advisory basis, the compensation of the named executive officers identified in the 2024 Summary Compensation Table in the "Executive Compensation" section of the proxy statement.
Say-on-Pay
Board For FOR
1 fund
AGAINST
1 fund
XENIA HOTELS & RESORTS INC. May 13, 2025 To approve an amendment to the 2015 Incentive Award Plan to increase the number of shares that may be issued thereunder.
Compensation
Board For FOR
8 funds
AGAINST
3 funds
A. O. SMITH CORP. April 8, 2025 Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people, if properly presented at the Annual Meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
19 AGAINST, 1 ABSTAIN
AGAINST
8 funds
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
1 fund
Split
2 FOR, 20 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on AI data usage oversight
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
1 fund
Split
2 FOR, 20 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 24 AGAINST
Split
1 FOR, 21 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on charitable partnerships
Human Rights or Human Capital/workforce
Shareholder (E&S) Against AGAINST
27 funds
Split
7 FOR, 15 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on online safety for children
Compensation
Shareholder (E&S) Against Split
9 FOR, 15 AGAINST
Split
8 FOR, 14 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 26 AGAINST
AGAINST
22 funds
ALPHABET INC. June 6, 2025 Stockholder proposal regarding a request to cease CEI participation
Shareholder Rights and Defenses
Shareholder (E&S) Against AGAINST
27 funds
Split
7 FOR, 15 AGAINST
ALPHABET INC. June 6, 2025 Stockholder proposal regarding an enhanced disclosure on climate goals
Environment or Climate
Shareholder (E&S) Against Split
8 FOR, 16 AGAINST
AGAINST
22 funds
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS
Other Social Issues
Shareholder (E&S) Against AGAINST
28 funds
Split
1 FOR, 22 AGAINST
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 25 AGAINST
AGAINST
24 funds
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
3 FOR, 26 AGAINST
AGAINST
23 funds
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS
Environment or Climate
Shareholder (E&S) Against Split
3 FOR, 25 AGAINST
AGAINST
24 funds
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 27 AGAINST
AGAINST
24 funds
AMAZON.COM May 21, 2025 SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 28 AGAINST
AGAINST
24 funds
APPLE INC. February 25, 2025 A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy"
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 26 AGAINST
AGAINST
22 funds
APPLE INC. February 25, 2025 A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage"
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 26 AGAINST
AGAINST
22 funds
AUTONATION INC. April 23, 2025 Adoption of stockholder proposal regarding diversity, equity, and inclusion efforts.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
9 AGAINST, 1 ABSTAIN
AGAINST
7 funds
AUTONATION INC. April 23, 2025 Adoption of stockholder proposal regarding political contributions.
Other Social Issues
Shareholder (E&S) Against Split
9 FOR, 1 ABSTAIN
AGAINST
7 funds
BANK OF AMERICA CORP. April 22, 2025 Shareholder proposal requesting disclosure of energy financing ratio
Environment or Climate
Shareholder (E&S) Against Split
8 FOR, 8 AGAINST
Split
2 FOR, 15 AGAINST
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 20 AGAINST
AGAINST
15 funds
BERKSHIRE HATHAWAY INC. May 3, 2025 Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio.
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 20 AGAINST
AGAINST
15 funds
BEST BUY CO. INC. June 13, 2025 To vote on a shareholder proposal entitled "Publish a Report on the Company's LGBTQIA+ Inclusion Efforts in its Human Capital Management Strategy"
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
7 FOR, 11 AGAINST
AGAINST
11 funds
BJ'S RESTAURANTS INC. June 12, 2025 Shareholder proposal requesting that the Company publish a food waste transparency report.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 5 AGAINST
AGAINST
3 funds
BJ'S WHOLESALE CLUB HOLDINGS INC. June 19, 2025 Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against AGAINST
9 funds
Split
1 FOR, 9 AGAINST
BOYD GAMIN May 8, 2025 Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy.
Other Social Issues
Shareholder (E&S) Not determined Split
1 FOR, 7 AGAINST, 1 ABSTAIN
AGAINST
8 funds
CADENCE DESIGN SYSTEMS INC. May 8, 2025 Stockholder proposal regarding political spending.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 23 AGAINST
AGAINST
13 funds
CAMPBELL SOUP CO. November 19, 2024 To vote on a shareholder proposal regarding a diversity audit.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 17 AGAINST
AGAINST
12 funds
CASEY'S GENERAL STORES INC. August 28, 2024 Shareholder proposal regarding greenhouse gas emissions reporting.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 10 AGAINST
Split
2 FOR, 9 AGAINST
CATERPILLAR INC. June 11, 2025 Shareholder Proposal - Civil Rights Audit
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
AGAINST
12 funds
CBOE GLOBAL MARKETS INC. May 6, 2025 Stockholder proposal regarding political spending.
Other Social Issues
Shareholder (E&S) Against Split
9 FOR, 11 AGAINST
Split
3 FOR, 4 AGAINST
CENTENE CORP. May 13, 2025 STOCKHOLDER PROPOSAL TO DISCLOSE PLAN TO REDUCE TOTAL CONTRIBUTION TO CLIMATE CHANGE.
Environment or Climate
Shareholder (E&S) Against Split
7 FOR, 12 AGAINST
AGAINST
11 funds
CHARTER COMMUNICATIONS INC. April 22, 2025 Stockholder proposal regarding political expenditures report.
Other Social Issues
Shareholder (E&S) Against Split
13 FOR, 5 AGAINST
Split
2 FOR, 12 AGAINST
CHEVRON CORP. May 28, 2025 Commission a Third-Party Report on Human Rights Practices
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
7 FOR, 12 AGAINST
AGAINST
18 funds
CINTAS CORP. October 29, 2024 A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 19 AGAINST
Split
2 FOR, 11 AGAINST
CINTAS CORP. October 29, 2024 A shareholder proposal regarding political disclosure, if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
18 FOR, 3 AGAINST
Split
2 FOR, 11 AGAINST
COCA-COLA CO. April 30, 2025 Vote on shareowner proposal regarding a report on food waste
Environment or Climate
Shareholder (E&S) Against Split
10 FOR, 13 AGAINST
AGAINST
14 funds
COCA-COLA CO. April 30, 2025 Vote on shareowner proposal regarding an assessment of non-sugar sweeteners
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 24 AGAINST
AGAINST
14 funds
COLUMBIA SPORTSWEAR CO. June 5, 2025 Shareholder proposal regarding the adoption of GHG emissions reduction targets.
Environment or Climate
Shareholder (E&S) Against Split
4 FOR, 3 AGAINST
AGAINST
6 funds
CONSTELLATION BRANDS INC. July 17, 2024 Stockholder proposal on greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 21 AGAINST
Split
1 FOR, 11 AGAINST
CONSTELLATION BRANDS INC. July 17, 2024 Stockholder proposal on managing supply chain water risk.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 21 AGAINST
Split
1 FOR, 11 AGAINST
COSTAR GROUP June 26, 2025 Stockholder proposal regarding support for transparency in political spending, if properly presented.
Other Social Issues
Shareholder (E&S) Against Split
10 FOR, 4 AGAINST
Split
1 FOR, 12 AGAINST
CRACKER BARREL OLD COUNTRY STORE INC. November 21, 2024 Shareholder proposal requesting the Company disclose targets for reducing greenhouse gas emissions.
Environment or Climate
Shareholder (E&S) Contested Split
8 FOR, 1 ABSTAIN
AGAINST
2 funds
CROWN HOLDINGS INC. May 1, 2025 Consideration of a Shareholder proposal regarding transparency in political spending.
Other Social Issues
Shareholder (E&S) Against Split
4 FOR, 2 AGAINST
Split
2 FOR, 9 AGAINST
DARDEN RESTAURANTS INC. September 18, 2024 To vote on a shareholder proposal requesting the Company comply with WHO guidelines for antimicrobials for food-producing animals in the supply chain if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
AGAINST
11 funds
DARDEN RESTAURANTS INC. September 18, 2024 To vote on a shareholder proposal requesting the Company disclose the percent of pork raised in group housing and establish targets for achieving 100% group housed pork if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
10 FOR, 11 AGAINST
AGAINST
11 funds
DARDEN RESTAURANTS INC. September 18, 2024 To vote on a shareholder proposal requesting the Company issue a report on if and how it will reduce greenhouse gas emissions in alignment with the Paris Agreement's 1.5 degree goal if properly presented at the meeting.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
Split
1 FOR, 10 AGAINST
DEERE & CO. February 26, 2025 Shareholder proposal on a civil rights audit
Diversity, Equity, and Inclusion
Shareholder (E&S) Against Split
5 FOR, 15 AGAINST
Split
2 FOR, 15 AGAINST
DEERE & CO. February 26, 2025 Shareholder proposal on a report on effectiveness of efforts to create a meritocratic workplace
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 19 AGAINST
AGAINST
17 funds
DOLLAR GENERAL CORP. May 29, 2025 To vote on a shareholder proposal to adopt a comprehensive human rights policy.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
7 FOR, 9 AGAINST
AGAINST
8 funds
DOLLAR GENERAL CORP. May 29, 2025 To vote on a shareholder proposal to publish a food waste transparency report.
Environment or Climate
Shareholder (E&S) Against Split
7 FOR, 9 AGAINST
AGAINST
8 funds
DRAFTKINGS INC. May 19, 2025 To consider a shareholder proposal regarding board matrix disclosure.
Corporate Governance
Shareholder (E&S) Against Split
7 FOR, 1 AGAINST
Split
3 FOR, 5 AGAINST
ELEVANCE HEALTH INC. May 14, 2025 Shareholder proposal requesting report on the effectiveness of Diversity, Equity and Inclusion efforts.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 24 AGAINST
AGAINST
16 funds
FEDEX CORP. September 23, 2024 Stockholder proposal regarding a Just Transition report.
Environment or Climate
Shareholder (E&S) Against Split
2 FOR, 19 AGAINST
Split
1 FOR, 13 AGAINST
FEDEX CORP. September 23, 2024 Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals.
Environment or Climate
Shareholder (E&S) Against Split
10 FOR, 10 AGAINST
Split
3 FOR, 11 AGAINST
GENERAL MILLS INC. September 24, 2024 Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain.
Environment or Climate
Shareholder (E&S) Against Split
9 FOR, 10 AGAINST
Split
1 FOR, 9 AGAINST
GENERAL MILLS INC. September 24, 2024 Shareholder Proposal - Plastic Packaging.
Environment or Climate
Shareholder (E&S) Against Split
9 FOR, 10 AGAINST
Split
2 FOR, 8 AGAINST
GILEAD SCIENCES INC. May 7, 2025 To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
8 FOR, 12 AGAINST
Split
1 FOR, 16 AGAINST
GOLDMAN SACHS GROUP INC. April 23, 2025 Shareholder Proposal Regarding Disclosure of Energy Supply Financing Ratio
Environment or Climate
Shareholder (E&S) Against Split
10 FOR, 8 AGAINST
Split
1 FOR, 14 AGAINST
HOME DEPOT INC. May 22, 2025 Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 22 AGAINST
AGAINST
17 funds
HOME DEPOT INC. May 22, 2025 Shareholder Proposal Regarding Report on Packaging Policies for Plastics
Environment or Climate
Shareholder (E&S) Against Split
12 FOR, 9 AGAINST
Split
2 FOR, 15 AGAINST
HORMEL FOODS CORP. January 28, 2025 Stockholder proposal requesting publication of targets for significantly increasing group sow housing in the Company's supply chain, if properly presented at the meeting.
Other Social Issues
Shareholder (E&S) Against Split
1 FOR, 17 AGAINST
AGAINST
10 funds
IDEX CORP. May 8, 2025 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
19 AGAINST, 1 ABSTAIN
AGAINST
14 funds
INTEL CORP. May 6, 2025 Stockholder proposal requesting a report on an ethical impact assessment, if properly presented at the meeting.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
10 AGAINST, 7 ABSTAIN
AGAINST
12 funds
INTERNATIONAL BUSINESS MACHINES CORP. April 29, 2025 Stockholder Proposal to Support Transparency in Lobbying
Other Social Issues
Shareholder (E&S) Against Split
9 FOR, 12 AGAINST
AGAINST
13 funds
JOHNSON & JOHNSON April 24, 2025 Produce a human rights impact assessment
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
1 FOR, 21 AGAINST
AGAINST
20 funds
JPMORGAN CHASE & CO. May 20, 2025 Report on social impacts of transition finance
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 20 AGAINST
AGAINST
19 funds
KNIGHT-SWI May 13, 2025 Vote on a stockholder proposal regarding support for transparency in political spending.
Other Social Issues
Shareholder (E&S) Not determined Split
4 FOR, 4 AGAINST
Split
2 FOR, 8 AGAINST
KRAFT HEINZ CO. May 8, 2025 Stockholder Proposal - Report on plastic packaging, if properly presented.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 17 AGAINST
AGAINST
11 funds
KRAFT HEINZ CO. May 8, 2025 Stockholder Proposal - Report on recyclability claims, if properly presented.
Environment or Climate
Shareholder (E&S) Against Split
1 FOR, 17 AGAINST
AGAINST
11 funds
KROGER CO. June 26, 2025 Report on safeguarding the privacy of consumer health data.
Human Rights or Human Capital/workforce
Shareholder (E&S) Against Split
11 AGAINST, 7 ABSTAIN
AGAINST
11 funds
L3HARRIS T April 18, 2025 Shareholder Proposal titled "Transparency in Lobbying".
Other Social Issues
Shareholder (E&S) Not determined Split
9 FOR, 11 AGAINST
AGAINST
15 funds

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← All 20 managers, 2024-2025

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