Home › Asset managers › Compare 2025-2026 › Equitable vs Northern Trust
Equitable 2025-2026 · Northern Trust 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 58,804 | 49,298 | 2,153 | 7,353 | 95.8% | 91.4% |
| Board proposals | 48,678 | 40,072 | 1,982 | 6,624 | 95.3% | 90.6% |
| E&S shareholder proposals | 174 | 62 | 5 | 107 | 92.5% | 69.9% |
| Other items | 9,952 | 9,164 | 166 | 622 | 98.2% | 95.8% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
788 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 | Northern Trust |
|---|---|---|---|---|---|---|
| COTERRA ENERGY INC. | May 4, 2026 | To approve the adjournment of the Coterra Special Meeting, if necessary or appropriate, for the purpose of soliciting additional votes for the approval of the Coterra Merger Proposal (the ''Coterra Adjournment Proposal''). Corporate Governance |
Other | For | Split 11 FOR, 8 ABSTAIN |
FOR 4 funds |
| COUCHBASE, INC. | September 9, 2025 | To postpone or adjourn the special meeting, from time to time, to a later date or dates, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes to adopt the merger agreement at the time of the special meeting. Corporate Governance |
Other | For | Split 4 FOR, 1 ABSTAIN |
FOR 2 funds |
| COWAY CO., LTD. | March 31, 2026 | Amend Articles of Incorporation (Audit Committee) (Shareholder Proposal) Corporate Governance |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 3 funds |
| COWAY CO., LTD. | March 31, 2026 | Amend Articles of Incorporation (Board Chairman) (Shareholder Proposal) Corporate Governance |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 3 funds |
| COWAY CO., LTD. | March 31, 2026 | Elect Park Yoo-gyeong as Outside Director to Serve as an Audit Committee Member (Shareholder Proposal) Director Elections |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 3 funds |
| COWAY CO., LTD. | March 31, 2026 | Elect Sim Jae-hyeong as Outside Director (Shareholder Proposal) Director Elections |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 3 funds |
| COWAY CO., LTD. | March 31, 2026 | Elect Sim Jae-hyeong as Outside Director to Serve as an Audit Committee Member (Shareholder Proposal) Director Elections |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 3 funds |
| COWAY CO., LTD. | March 31, 2026 | Elect Sim Jae-hyeong as a Member of Audit Committee (Shareholder Proposal) Corporate Governance |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 3 funds |
| CRESCENT ENERGY COMPANY | December 12, 2025 | 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. Corporate Governance |
Other | For | Split 3 FOR, 1 ABSTAIN |
FOR 3 funds |
| CROWDSTRIKE HOLDINGS, INC. | June 17, 2026 | To approve an amendment and restatement of CrowdStrike's amended and restated certificate of incorporation to limit officer liability as permitted by Delaware law. Director Elections |
Other | For | Split 17 FOR, 4 AGAINST |
FOR 4 funds |
| CROWDSTRIKE HOLDINGS, INC. | June 17, 2026 | To ratify, on an advisory basis, supermajority voting provisions in CrowdStrike's amended and restated certificate of incorporation and amended and restated bylaws. Shareholder Rights and Defenses |
Other | For | Split 2 FOR, 18 AGAINST |
AGAINST 4 funds |
| CROWN HOLDINGS, INC. | April 30, 2026 | Consideration of a Shareholder proposal regarding Shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 4 FOR, 2 AGAINST |
Split 1 FOR, 3 AGAINST |
| CTS EVENTIM AG & CO. KGAA | May 27, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD FOR FISCAL YEAR 2025 Director Elections |
Other | For | Split 4 FOR, 4 AGAINST |
FOR 3 funds |
| CUMMINS INC. | May 12, 2026 | Shareholder proposal to adopt a policy for separation of the roles of Chairperson and Chief Executive Officer. Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
Split 3 FOR, 3 AGAINST |
| CVS HEALTH CORPORATION | May 14, 2026 | Stockholder Proposal for Reducing the Threshold for Our Stockholder Right to Act By Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 18 funds |
Split 2 FOR, 3 AGAINST |
| Canadian Imperial Bank of Commerce | April 16, 2026 | SP 3: Adopt Performance-Aligned Compensation Policy Compensation |
Other | Against | FOR 1 fund |
Split 2 FOR, 3 AGAINST |
| Canadian Imperial Bank of Commerce | April 16, 2026 | SP 4: Adopt New Skill Diversification Policy Corporate Governance |
Other | Against | FOR 1 fund |
Split 2 FOR, 3 AGAINST |
| Canadian Imperial Bank of Commerce | April 16, 2026 | SP 5: Establish a Permanent Advisory Committee on the Systemic Impact of the Bank's Decisions Corporate Governance |
Other | Against | FOR 1 fund |
Split 2 FOR, 3 AGAINST |
| Canadian Imperial Bank of Commerce | April 16, 2026 | SP 6: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting Other Social Issues |
Other | Against | FOR 1 fund |
Split 2 FOR, 3 AGAINST |
| Canadian Imperial Bank of Commerce | April 16, 2026 | SP 7: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | FOR 1 fund |
Split 2 FOR, 3 AGAINST |
| China Life Insurance Company Limited | September 25, 2025 | Amend Articles of Association Corporate Governance |
Other | For | Split 1 AGAINST, 1 ABSTAIN |
AGAINST 2 funds |
| Chubu Electric Power Co., Inc. | June 25, 2026 | Remove Incumbent Director Hayashi, Kingo Director Elections |
Other | Against | Split 4 FOR, 4 AGAINST |
FOR 4 funds |
| Cincinnati Financial Corporation | May 2, 2026 | A nonbinding shareholder proposal, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 7 FOR, 8 AGAINST |
FOR 2 funds |
| Citizen Watch Co., Ltd. | June 24, 2026 | Amend Articles to Allow Online Attendance at General Shareholder Meetings Corporate Governance |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| Citizen Watch Co., Ltd. | June 24, 2026 | Amend Articles to Appoint Outside Director as Chairman of the Board Corporate Governance |
Other | Against | Split 1 FOR, 1 AGAINST |
AGAINST 1 fund |
| Citizen Watch Co., Ltd. | June 24, 2026 | Amend Articles to Require Individual Compensation Disclosure for Directors Compensation |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| Cloudflare, Inc. | June 30, 2026 | Approval of one or more adjournments of the meeting, if necessary to solicit additional proxies in favor of the proposals presented at the meeting. Corporate Governance |
Other | For | Split 1 FOR, 6 AGAINST |
AGAINST 1 fund |
| Colony Bankcorp, Inc. | November 13, 2025 | To consider and vote upon a proposal to adjourn the Colony special meeting, if necessary or appropriate, to solicit additional proxies in favor of the Colony stock issuance proposal (which we refer to as the "Colony adjournment proposal"). Corporate Governance |
Other | For | Split 4 FOR, 1 ABSTAIN |
FOR 1 fund |
| Community West Bancshares | March 30, 2026 | a proposal to approve the adjournment of the special meeting to permit further solicitation of proxies in the event that an insufficient number of votes are cast to approve the CWB merger proposal (the "CWB adjournment proposal"). Corporate Governance |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 2 funds |
| Compagnie Financiere Richemont SA | September 10, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 5 AGAINST, 3 ABSTAIN |
AGAINST 5 funds |
| D'IETEREN GROUP | May 28, 2026 | Approve Coordination of Articles of Association Corporate Governance |
Other | For | Split 4 FOR, 4 AGAINST |
AGAINST 4 funds |
| D'IETEREN GROUP | May 28, 2026 | Approve Discharge of Directors Director Elections |
Other | For | Split 4 FOR, 4 AGAINST |
FOR 4 funds |
| D'IETEREN GROUP | May 28, 2026 | Authorize Board to Issue Shares in the Event of a Public Tender Offer or Share Exchange Offer and Renew Authorization to Increase Share Capital within the Framework of Authorized Capital Shareholder Rights and Defenses |
Other | For | Split 4 FOR, 4 AGAINST |
AGAINST 4 funds |
| D'IETEREN GROUP | May 28, 2026 | Authorize Implementation of Approved Resolutions Corporate Governance |
Other | For | Split 4 FOR, 4 AGAINST |
AGAINST 4 funds |
| DAYFORCE, INC. | November 12, 2025 | A proposal to approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are insufficient votes at the special meeting to adopt the merger agreement. Corporate Governance |
Other | For | Split 22 FOR, 1 AGAINST |
FOR 2 funds |
| DEERE & COMPANY | February 25, 2026 | Shareholder proposal on shareholder right to act by written consent Shareholder Rights and Defenses |
Other | Against | Split 10 FOR, 9 AGAINST |
FOR 4 funds |
| DELIVERY HERO SE | June 23, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER DIMITRIOS TSAOUSIS FOR FISCAL YEAR 2025 Director Elections |
Other | For | Split 4 FOR, 4 AGAINST |
AGAINST 3 funds |
| DELIVERY HERO SE | June 23, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER GABRIELLA ENGARAS FOR FISCAL YEAR 2025 Director Elections |
Other | For | Split 4 FOR, 4 AGAINST |
AGAINST 3 funds |
| DELIVERY HERO SE | June 23, 2026 | APPROVE DISCHARGE OF SUPERVISORY BOARD MEMBER NILS ENGVALL FOR FISCAL YEAR 2025 Director Elections |
Other | For | Split 4 FOR, 4 AGAINST |
AGAINST 3 funds |
| DELIVERY HERO SE | June 23, 2026 | VOTING INSTRUCTIONS FOR MOTIONS OR NOMINATIONS BY SHAREHOLDERS THAT ARE NOT MADE ACCESSIBLE BEFORE THE AGM AND THAT ARE MADE OR AMENDED IN THE COURSE OF THE AGM Corporate Governance |
Other | None | Split 4 AGAINST, 4 ABSTAIN |
AGAINST 3 funds |
| DELTA AIR LINES, INC. | June 18, 2026 | A shareholder proposal requesting the ability for shareholders to act by written consent. Shareholder Rights and Defenses |
Other | Not determined | Split 7 FOR, 9 AGAINST |
Split 1 FOR, 2 AGAINST |
| DEUTSCHE BOERSE AG | May 13, 2026 | Approve Discharge of Management Board for Fiscal Year 2025 Director Elections |
Other | For | Split 11 FOR, 1 ABSTAIN |
FOR 7 funds |
| DEUTSCHE TELEKOM AG | April 1, 2026 | Amend Articles Re: Place of Jurisdiction Corporate Governance |
Other | For | AGAINST 10 funds |
Split 7 FOR, 2 AGAINST |
| DEVON ENERGY CORPORATION | May 4, 2026 | Approve the adjournment of the Devon Energy Corporation special meeting of stockholders (the "Devon Special Meeting of Stockholders"), if necessary or appropriate, for the purpose of soliciting additional votes for the approval of the Devon Merger Proposals. Corporate Governance |
Other | For | Split 10 FOR, 8 ABSTAIN |
FOR 7 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Approval, on an advisory basis, of the 2025 compensation of the Company's named executive officers. Say-on-Pay |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 6 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Austin Hawley Director Elections |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 2 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Diane C. Nordin Director Elections |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 2 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Gordon B. Fowler Director Elections |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 2 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Heather E. Brilliant Director Elections |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 2 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: L'Quentus Thomas Director Elections |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 2 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Nicole R. St. Pierre Director Elections |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 2 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Paula R. Meyer Director Elections |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 2 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Election of the nominees named below as directors: Richard S. Cooley Director Elections |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 2 funds |
| DIAMOND HILL INVESTMENT GROUP, INC. | May 28, 2026 | Ratification of the appointment of KPMG LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026. Audit-related |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 2 funds |
| DINE BRANDS GLOBAL, INC. | May 14, 2026 | A stockholder proposal regarding the right of stockholders to call a special meeting of stockholders at a 15% ownership threshold. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 5 AGAINST |
FOR 1 fund |
| DINE BRANDS GLOBAL, INC. | May 14, 2026 | Approval, on an advisory basis, to provide stockholders the right to call a special meeting of the stockholders at a 25% ownership threshold. Shareholder Rights and Defenses |
Other | For | Split 5 FOR, 1 AGAINST |
FOR 1 fund |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | To vote on a shareholder proposal asking the Board to take the steps necessary to reduce the minimum ownership percentage required to call a special shareholders' meeting from 25% to 10%. Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 10 AGAINST |
Split 2 FOR, 2 AGAINST |
| DOLLAR TREE, INC. | June 16, 2026 | Shareholder proposal requesting a shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 17 AGAINST |
AGAINST 7 funds |
| DOLLARAMA INC | June 11, 2026 | SP 2: Establish Formal Action Plan on Minimizing All Forms of Operations Waste Environment or Climate |
Other | Against | FOR 1 fund |
Split 3 FOR, 2 AGAINST |
| DOLLARAMA INC | June 11, 2026 | SP 4: Advisory Vote on Environmental Policies Environment or Climate |
Other | Against | FOR 1 fund |
Split 3 FOR, 2 AGAINST |
| DOMINION ENERGY, INC. | May 5, 2026 | Shareholder Proposal Regarding a Policy for an Independent Chair Corporate Governance |
Other | Against | Split 6 FOR, 12 AGAINST |
Split 1 FOR, 5 AGAINST |
| DOMINO'S PIZZA, INC. | April 21, 2026 | Shareholder proposal regarding an independent board chair requirement. Corporate Governance |
Other | Against | Split 10 FOR, 11 AGAINST |
Split 2 FOR, 4 AGAINST |
| DOMINO'S PIZZA, INC. | April 21, 2026 | Shareholder proposal regarding departure of directors who fail to obtain a majority vote. Director Elections |
Other | Against | Split 1 FOR, 21 AGAINST |
AGAINST 6 funds |
| DOVER CORPORATION | May 8, 2026 | To consider a shareholder proposal requesting an independent board chair. Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 1 FOR, 3 AGAINST |
| DSM-Firmenich AG | May 7, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 3 funds |
| DT MIDSTREAM, INC. | May 5, 2026 | Stockholder Proposal on Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | Split 5 FOR, 2 AGAINST |
AGAINST 5 funds |
| Davide Campari-Milano NV | April 16, 2026 | Approve Discharge of Non-Executive Directors Corporate Governance |
Other | For | Split 3 FOR, 4 AGAINST |
FOR 3 funds |
| Dyno Nobel Limited | December 17, 2025 | Approve Progress on Climate Change Transition Environment or Climate |
Other | For | FOR 2 funds |
Split 1 FOR, 1 AGAINST |
| EASTMAN CHEMICAL COMPANY | May 7, 2026 | Advisory Vote on Stockholder Proposal Regarding Lowering the Threshold for Calling Special Shareholder Meetings to 10% Shareholder Rights and Defenses |
Other | Against | Split 3 FOR, 1 AGAINST |
AGAINST 1 fund |
| EBAY INC. | June 17, 2026 | Special stockholder meeting threshold, if properly presented. Shareholder Rights and Defenses |
Other | Against | Split 8 FOR, 10 AGAINST |
Split 5 FOR, 8 AGAINST |
| ECOLAB INC. | May 7, 2026 | Vote on a stockholder proposal regarding an independent board chair policy, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 2 FOR, 22 AGAINST |
Split 4 FOR, 2 AGAINST |
| ELI LILLY AND COMPANY | May 4, 2026 | Shareholder proposal to adopt a policy and amend the bylaws to require an independent board chair. Corporate Governance |
Other | Against | Split 9 FOR, 11 AGAINST |
Split 5 FOR, 8 AGAINST |
| ELIA GROUP SA/NV | May 19, 2026 | Approve Discharge of Directors Director Elections |
Other | For | Split 4 FOR, 4 AGAINST |
FOR 4 funds |
| ELME COMMUNITIES | October 30, 2025 | Adjournment Proposal: To approve one or more adjournments of the Special Meeting, solely with respect to the proposals for which insufficient votes to approve such proposals were cast, to a later date or dates, if necessary, appropriate or advisable to solicit additional proxies. Corporate Governance |
Other | For | Split 3 FOR, 3 ABSTAIN |
FOR 4 funds |
| EMS-Chemie Holding AG | August 9, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 3 AGAINST, 3 ABSTAIN |
AGAINST 2 funds |
| ENEL S.P.A. | May 12, 2026 | Slate Submitted by Institutional Investors (Assogestioni) Director Elections |
Other | None | Split 3 FOR, 9 AGAINST |
FOR 10 funds |
| ENEL S.P.A. | May 12, 2026 | Slate Submitted by Ministry of Economy and Finance Director Elections |
Other | None | Split 9 FOR, 3 AGAINST |
AGAINST 10 funds |
| ENI S.P.A. | May 6, 2026 | Slate 3 Submitted by Romano Minozzi Director Elections |
Other | None | Split 5 FOR, 6 AGAINST |
AGAINST 6 funds |
| ENTEGRIS, INC. | May 6, 2026 | Stockholder Proposal: Providing stockholders the right to call special meetings of stockholders. Shareholder Rights and Defenses |
Other | Against | Split 6 FOR, 3 AGAINST |
FOR 4 funds |
| ENTEGRIS, INC. | May 6, 2026 | To approve, on an advisory basis, providing stockholders the right to call special meetings of stockholders. Shareholder Rights and Defenses |
Other | For | Split 3 FOR, 6 AGAINST |
Split 2 FOR, 2 AGAINST |
| ENVIRI CORPORATION | May 4, 2026 | Proposal to approve the adjournment of the Special Meeting of Stockholders, from time to time, if necessary or appropriate, to solicit additional votes for Proposal #1 if there are insufficient votes at the time of the Special Meeting of Stockholders. Corporate Governance |
Other | For | Split 4 FOR, 1 ABSTAIN |
FOR 2 funds |
| EPAM SYSTEMS, INC. | May 21, 2026 | To hold an advisory vote on a stockholder proposal, entitled "Give Shareholders an Ability to Call for a Special Shareholder Meeting." Corporate Governance |
Other | Against | Split 8 FOR, 9 AGAINST |
FOR 2 funds |
| EQUIFAX INC. | May 7, 2026 | Shareholder proposal to lower the ownership threshold to call a special meeting of shareholders to 10%. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 8 AGAINST |
FOR 3 funds |
| EQUINIX, LLC | May 13, 2026 | Consideration and vote upon a stockholder proposal, if properly presented at the Annual Meeting, related to lowering the stock ownership threshold required to call a special meeting Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 19 AGAINST |
Split 4 FOR, 7 AGAINST |
| EQUINOR ASA | May 12, 2026 | Request Company to Set Paris-aligned Greenhouse Gas Emissions Reduction Targets Environment or Climate |
Other | Against | AGAINST 9 funds |
Split 2 FOR, 6 AGAINST |
| EQUINOR ASA | May 12, 2026 | Request Equinor to Disclose Strategy for Creating Shareholder Value under Scenarios of Declining Demand for Oil and Gas Environment or Climate |
Other | Against | AGAINST 9 funds |
Split 2 FOR, 6 AGAINST |
| EUROPEAN WAX CENTER, INC. | May 7, 2026 | A proposal to approve one or more proposals to adjourn the Special Meeting, if necessary or appropriate, including adjournments to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Agreement Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 6 FOR, 1 ABSTAIN |
FOR 1 fund |
| EVENTBRITE, INC. | February 27, 2026 | To approve the adjournment of the special meeting of Eventbrite stockholders to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the merger agreement at the then-scheduled date and time of the special meeting of Eventbrite stockholders. Corporate Governance |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 1 fund |
| EVERQUOTE, INC. | June 4, 2026 | To approve an amendment to the Company's Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation. Director Elections |
Other | For | Split 4 FOR, 1 AGAINST |
AGAINST 2 funds |
| EVERSOURCE ENERGY | May 6, 2026 | Vote on a shareholder proposal titled "Independent Board Chairman," if properly brought before the meeting. Corporate Governance |
Other | Against | Split 1 FOR, 19 AGAINST |
Split 4 FOR, 3 AGAINST |
| Electric Power Development Co., Ltd. | June 25, 2026 | Amend Articles to Require Disclosure of Investment Framework for Climate Transition Risks and Abatement Cost Analysis Environment or Climate |
Other | Against | Split 1 AGAINST, 1 ABSTAIN |
FOR 1 fund |
| Epsilon Energy Ltd. | November 12, 2025 | To adjourn the Special Meeting to a later date or dates, if necessary, to permit further solicitation and vote of proxies in the event that there are insufficient votes for the approval of the Share Issuance Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 5 FOR, 1 ABSTAIN |
AGAINST 1 fund |
| Exxon Mobil Corporation | May 27, 2026 | Independent Chair, a proposal overwhelmingly defeated on 16 separate occasions since 2000 Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 4 FOR, 10 AGAINST |
| Exxon Mobil Corporation | May 27, 2026 | Proposal requesting Company to modify its Voluntary Retail Voting Program to provide multiple options not aligned with the Board's recommendations Corporate Governance |
Other | Against | Split 3 FOR, 15 AGAINST, 1 ABSTAIN |
Split 4 FOR, 10 AGAINST |
| FEDEX CORPORATION | September 29, 2025 | Stockholder proposal regarding independent board chairman. Corporate Governance |
Other | Against | Split 1 FOR, 17 AGAINST |
Split 1 FOR, 2 AGAINST |
| FERROVIAL SE | April 9, 2026 | Approve Climate Strategy Report Environment or Climate |
Other | For | FOR 8 funds |
Split 3 FOR, 2 AGAINST |
| FIRST SOLAR, INC. | May 13, 2026 | Stockholder proposal to improve shareholder ability to call for a special shareholder meeting Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 10 AGAINST |
Split 2 FOR, 3 AGAINST |
| FIRSTENERGY CORP. | May 20, 2026 | Independent Board Chairman Corporate Governance |
Other | Against | Split 7 FOR, 8 AGAINST |
AGAINST 4 funds |
| FISERV, INC. | May 21, 2026 | Shareholder proposal requesting an independent board chair policy. Corporate Governance |
Other | Against | AGAINST 19 funds |
Split 2 FOR, 4 AGAINST |
| FORD MOTOR COMPANY | May 14, 2026 | A shareholder proposal relating to public disclosure by share class of voting results on matters subject to a shareholder vote. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 7 AGAINST |
FOR 4 funds |
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How items are matched and positions counted: see the comparison table and the methodology. Built November 1, 2026 from SEC Form N-PX filings.