Home › Asset managers › Compare 2025-2026 › Equitable vs Prudential/PGIM
Equitable 2025-2026 · Prudential/PGIM 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 26,688 | 21,052 | 924 | 4,712 | 95.8% | 89.3% |
| Board proposals | 24,319 | 19,234 | 851 | 4,234 | 95.8% | 89.4% |
| E&S shareholder proposals | 195 | 96 | 3 | 96 | 97.0% | 82.9% |
| Other items | 2,174 | 1,722 | 70 | 382 | 96.1% | 88.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
4,712 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 | Prudential/PGIM |
|---|---|---|---|---|---|---|
| LIBERTY MEDIA CORPORATION | May 11, 2026 | The adjournment proposal, to approve one or more adjournments of the annual meeting by Liberty Media from time to time permit further solicitation of proxies, if necessary or appropriate, if sufficient votes are not represented at the annual meeting to approve the conversion proposal at the time of such adjournment or if otherwise determined by the chairperson of the meeting to be necessary or appropriate. Corporate Governance |
Other | For | Split 1 FOR, 6 AGAINST |
Split 1 FOR, 1 AGAINST |
| LIFEWAY FOODS, INC. | December 29, 2025 | TO CONSIDER A NON-BINDING SHAREHOLDER PROPOSAL REGARDING FORMATION OF A COMMITTEE OF THE BOARD TO CONDUCT REVIEWS OF THE COMPANY'S MANAGEMENT, THE COMPANY'S STRATEGIC PLAN AND THE COMPANY'S STRATEGIC ALTERNATIVES. Corporate Governance |
Other | Contested | Split 6 AGAINST, 1 ABSTAIN |
AGAINST 1 fund |
| LIFEWAY FOODS, INC. | December 29, 2025 | To approve and adopt amendments to the Articles of Incorporation to provide for: The amendment and restatement of the Articles to effectuate ministerial changes and provide for director exculpation. Director Elections |
Other | Contested | Split 6 FOR, 1 ABSTAIN |
FOR 1 fund |
| LINCOLN NATIONAL CORPORATION | May 28, 2026 | 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 |
Split 15 FOR, 1 AGAINST |
| LITHIA MOTORS, INC. | April 30, 2026 | Vote on a shareholder proposal requesting a change to our board leadership structure, if properly presented. Corporate Governance |
Other | Against | Split 5 FOR, 4 AGAINST |
Split 2 FOR, 1 AGAINST |
| LONZA GROUP AG | May 8, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | Split 4 AGAINST, 1 ABSTAIN |
AGAINST 1 fund |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting an independent board chairman. Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
FOR 15 funds |
| LPL FINANCIAL HOLDINGS INC. | May 14, 2026 | Adopt amendments to the Charter to provide for officer exculpation. Director Elections |
Other | For | Split 7 FOR, 2 AGAINST |
Split 1 FOR, 3 AGAINST |
| LUMEN TECHNOLOGIES, INC. | May 20, 2026 | Approval of a shareholder proposal regarding a shareholder right to vote for or against a poison pill. Shareholder Rights and Defenses |
Other | Against | Split 3 FOR, 5 AGAINST |
FOR 4 funds |
| LVMH MOET HENNESSY LOUIS VUITTON SE | April 23, 2026 | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions Audit-related |
Other | For | Split 5 FOR, 4 AGAINST |
FOR 2 funds |
| LVMH MOET HENNESSY LOUIS VUITTON SE | April 23, 2026 | Renew Appointment of Diego Della Valle as Censor Corporate Governance |
Other | For | Split 1 FOR, 8 AGAINST |
AGAINST 2 funds |
| LVMH MOET HENNESSY LOUIS VUITTON SE | April 23, 2026 | Renew Appointment of Lord Powell of Bayswater as Censor Corporate Governance |
Other | For | Split 1 FOR, 8 AGAINST |
AGAINST 2 funds |
| Lennar Corporation | April 8, 2026 | Vote on a stockholder proposal on Disclosure of Voting Result by Share Class. Corporate Governance |
Other | Against | Split 8 FOR, 8 AGAINST |
FOR 1 fund |
| MARINE PRODUCTS CORPORATION | May 12, 2026 | To adjourn the Marine Products Special Meeting from time to time, if deemed by the chair of the Marine Products Special Meeting to be necessary or appropriate, including to solicit additional proxies in the event there are not sufficient votes at the time of the Marine Products Special Meeting to approve the merger agreement proposal. Corporate Governance |
Other | For | Split 6 FOR, 1 ABSTAIN |
FOR 1 fund |
| MARKEL GROUP INC. | May 20, 2026 | Shareholder proposal for a report on the Company's strategies and action plans to mitigate material environmental risks. Environment or Climate |
Other | Against | AGAINST 7 funds |
Split 1 FOR, 6 AGAINST |
| MARKEL GROUP INC. | May 20, 2026 | Shareholder proposal to give shareholders an ability to call for a special shareholder meeting. Shareholder Rights and Defenses |
Other | Against | Split 5 FOR, 2 AGAINST |
Split 7 FOR, 1 AGAINST |
| MARKETAXESS HOLDINGS INC. | June 10, 2026 | If properly presented, a stockholder proposal regarding changes to existing stockholder special meeting right. Shareholder Rights and Defenses |
Other | Against | Split 3 FOR, 3 AGAINST |
FOR 2 funds |
| MASCO CORPORATION | May 8, 2026 | Consideration of stockholder proposal on shareholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 10 AGAINST |
FOR 7 funds |
| MASTERCARD INCORPORATED | June 16, 2026 | Consideration of a stockholder proposal regarding shareholder right to act by written consent Shareholder Rights and Defenses |
Other | Against | Split 3 FOR, 20 AGAINST |
AGAINST 28 funds |
| MASTERCRAFT BOAT HOLDINGS INC | May 12, 2026 | To adjourn the MasterCraft special meeting from time to time, if deemed by the chairperson of the Special Meeting to be necessary or appropriate, including to solicit additional proxies in the event there are not sufficient votes at the time of the MasterCraft special meeting to approve the share issuance proposal Corporate Governance |
Other | For | Split 4 FOR, 1 ABSTAIN |
FOR 1 fund |
| MCDONALD'S CORPORATION | May 20, 2026 | Advisory Vote to Adopt Policy for an Independent Chair. Corporate Governance |
Other | Against | Split 2 FOR, 21 AGAINST |
FOR 20 funds |
| MEDPACE HOLDINGS, INC. | May 15, 2026 | Stockholder proposal regarding giving shareholders an ability to call for a special shareholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 4 FOR, 2 AGAINST |
FOR 3 funds |
| MERIDIANLINK, INC. | October 21, 2025 | Approval of the adjournment of the Special Meeting of the stockholders of MeridianLink (the "Special Meeting") to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes for, or otherwise in connection with, the approval of the proposal to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 1 fund |
| MERITAGE HOMES CORPORATION | May 21, 2026 | Shareholder proposal to improve shareholder ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | Split 2 FOR, 3 AGAINST |
FOR 2 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding annual vote regarding executive pay. Compensation |
Other | Against | Split 26 FOR, 4 AGAINST |
FOR 33 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding disclosure of voting results by share class. Shareholder Rights and Defenses |
Other | Against | Split 16 FOR, 11 AGAINST |
FOR 31 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding dual class capital structure. Shareholder Rights and Defenses |
Other | Against | Split 26 FOR, 4 AGAINST |
FOR 32 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on integrating child safety improvements into the executive compensation program. Human Rights or Human Capital/workforce |
Other | Against | AGAINST 4 funds |
Split 16 FOR, 12 AGAINST |
| MICRON TECHNOLOGY, INC. | January 15, 2026 | PROPOSAL BY THE COMPANY TO APPROVE THE AMENDMENT OF THE RESTATED CERTIFICATE OF INCORPORATION TO REFLECT DELAWARE LAW PROVISIONS REGARDING EXCULPATION OF OFFICERS. Director Elections |
Other | For | FOR 18 funds |
Split 17 FOR, 1 AGAINST |
| MICRON TECHNOLOGY, INC. | January 15, 2026 | SHAREHOLDER PROPOSAL REQUESTING AMENDMENT TO SHAREHOLDER SPECIAL MEETING RIGHT. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 7 AGAINST |
Split 16 FOR, 2 AGAINST |
| MKS INC. | May 11, 2026 | A shareholder proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 10%, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 9 FOR, 1 AGAINST |
Split 4 FOR, 1 AGAINST |
| MKS INC. | May 11, 2026 | The approval, on an advisory basis, of a Company proposal to reduce the threshold percentage of shareholders required to call a special meeting of shareholders from 40% to 25%. Corporate Governance |
Other | For | Split 10 FOR, 1 ABSTAIN |
Split 1 FOR, 4 AGAINST |
| MONDELEZ INTERNATIONAL, INC. | May 20, 2026 | Shareholder proposal requesting adoption of an independent board chairman policy Corporate Governance |
Other | Against | Split 2 FOR, 18 AGAINST |
FOR 5 funds |
| MORGAN STANLEY | May 14, 2026 | Shareholder proposal requesting an independent Board Chairman Corporate Governance |
Other | Against | Split 2 FOR, 16 AGAINST |
Split 16 FOR, 1 AGAINST |
| MURPHY USA INC. | May 7, 2026 | Stockholder Proposal - Give Shareholders the Ability to Call for a Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | Split 5 FOR, 2 AGAINST |
FOR 1 fund |
| NESTLE S.A. | April 16, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | Not determined | Split 6 AGAINST, 2 ABSTAIN |
AGAINST 4 funds |
| NETAPP, INC. | September 10, 2025 | To approve a stockholder proposal regarding support for Special Shareholder Meeting Improvement. Shareholder Rights and Defenses |
Other | Against | AGAINST 23 funds |
Split 6 FOR, 1 AGAINST |
| NETFLIX, INC. | June 4, 2026 | Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent," if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 9 AGAINST |
AGAINST 23 funds |
| NEWS CORP | November 19, 2025 | Amendment to the Company's Restated Certificate of Incorporation to add a federal forum selection provision for claims under the Securities Act of 1933, as amended, and make a clarifying change to the existing Delaware forum selection provision. Shareholder Rights and Defenses |
Other | For | FOR 17 funds |
Split 1 FOR, 5 AGAINST |
| NORTHFIELD BANCORP, INC. | June 25, 2026 | The approval of the adjournment of the special meeting, if necessary, to solicit additional proxies if there are not sufficient votes at the time of the special meeting to approve the Northfield Merger Proposal (the "Northfield Adjournment Proposal"). Corporate Governance |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 1 fund |
| NORTHROP GRUMMAN CORPORATION | May 20, 2026 | Shareholder proposal to provide for an independent Board chair. Corporate Governance |
Other | Against | AGAINST 16 funds |
Split 11 FOR, 8 AGAINST |
| NOVARTIS AG | March 6, 2026 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 5 AGAINST, 2 ABSTAIN |
AGAINST 4 funds |
| NOVO NORDISK A/S | November 14, 2025 | ELECT BRITT MEELBY JENSEN AS NEW DIRECTOR Director Elections |
Other | For | Split 1 FOR, 7 ABSTAIN |
Split 1 FOR, 1 ABSTAIN |
| NOVO NORDISK A/S | November 14, 2025 | ELECT CEES DE JONG (VICE CHAIR) AS NEW DIRECTOR Director Elections |
Other | For | Split 4 FOR, 4 ABSTAIN |
Split 1 FOR, 1 ABSTAIN |
| NOVO NORDISK A/S | November 14, 2025 | ELECT LARS REBIEN SORENSEN (CHAIR) AS NEW DIRECTOR Director Elections |
Other | For | Split 1 FOR, 7 ABSTAIN |
ABSTAIN 2 funds |
| NOVO NORDISK A/S | November 14, 2025 | ELECT MIKAEL DOLSTEN AS NEW DIRECTOR Director Elections |
Other | For | FOR 8 funds |
Split 1 FOR, 1 ABSTAIN |
| NOVO NORDISK A/S | November 14, 2025 | ELECT STEPHAN ENGELS AS NEW DIRECTOR Director Elections |
Other | For | FOR 8 funds |
Split 1 FOR, 1 ABSTAIN |
| NRC HEALTH | June 23, 2026 | APPROVAL OF AN AMENDMENT TO OUR CERTIFICATE OF INCORPORATION TO CHANGE THE VOTING REQUIREMENT FOR STOCKHOLDER ACTION BY WRITTEN CONSENT IN LIEU OF A MEETING FROM UNANIMOUS TO THE VOTING POWER THAT WOULD BE REQUIRED TO GIVE EFFECT TO THE ACTION IF IT WERE APPROVED AT A MEETING, ALONG WITH CERTAIN CLARIFYING, CONFORMING, AND MINISTERIAL CHANGES. Corporate Governance |
Other | For | Split 2 FOR, 4 AGAINST |
FOR 1 fund |
| NRC HEALTH | June 23, 2026 | APPROVAL OF AN AMENDMENT TO OUR CERTIFICATE OF INCORPORATION TO REMOVE CERTAIN SUPERMAJORITY VOTING REQUIREMENTS IN ARTICLE 6 OF OUR CERTIFICATE OF INCORPORATION ALONG WITH CERTAIN CLARIFYING, CONFORMING, AND MINISTERIAL CHANGES. Shareholder Rights and Defenses |
Other | For | Split 2 FOR, 4 AGAINST |
FOR 1 fund |
| NRG ENERGY, INC. | April 30, 2026 | To vote on a stockholder proposal to give shareholders the ability to call for a special shareholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 12 FOR, 5 AGAINST |
Split 16 FOR, 1 AGAINST |
| NV5 GLOBAL, INC. | July 31, 2025 | To approve the adjournment of the NV5 special meeting, if necessary or appropriate, (i) to solicit additional proxies if there are insufficient shares of NV5's common stock represented (either in person or by proxy) and voting to obtain the affirmative vote of the holders of a majority of the shares of NV5 common stock outstanding on the record date for the NV5 special meeting or to constitute a quorum necessary to conduct the business of the NV5 special meeting, (ii) to ensure that any supplement or amendment to the joint proxy statement/ prospectus is timely provided to NV5 stockholders or (iii) to comply with applicable law. Corporate Governance |
Other | For | Split 3 FOR, 1 ABSTAIN |
FOR 2 funds |
| NVR, INC. | May 7, 2026 | Shareholder proposal to reduce the ownership threshold required to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 7 AGAINST |
Split 5 FOR, 2 AGAINST |
| Nordea Bank Abp | March 24, 2026 | Approve Proposal Regarding Business Activities in the Arctic Region Environment or Climate |
Other | Against | Split 9 AGAINST, 1 ABSTAIN |
AGAINST 1 fund |
| ON24, INC. | March 26, 2026 | To consider and vote on a proposal to adjourn 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 4 FOR, 1 ABSTAIN |
FOR 1 fund |
| OSHKOSH CORPORATION | May 5, 2026 | To vote on a shareholder proposal on the subject of directors who fail to obtain a majority vote. Corporate Governance |
Other | Against | Split 1 FOR, 10 AGAINST |
Split 2 FOR, 1 AGAINST |
| OTTER TAIL CORPORATION | April 13, 2026 | To amend and restate Otter Tail Corporation's Bylaws to include an exclusive forum provision. Shareholder Rights and Defenses |
Other | For | FOR 7 funds |
Split 1 FOR, 1 AGAINST |
| PALVELLA THERAPEUTICS, INC | June 10, 2026 | Approval of an adjournment of the Annual Meeting to the extent there are insufficient votes at the Annual Meeting to approve Proposal 5. Corporate Governance |
Other | For | Split 8 FOR, 1 AGAINST |
FOR 5 funds |
| PAPA JOHN'S INTERNATIONAL, INC. | April 30, 2026 | Stockholder proposal regarding special meeting ownership threshold, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | AGAINST 8 funds |
Split 1 FOR, 1 AGAINST |
| PAYPAL HOLDINGS, INC. | May 19, 2026 | Stockholder Proposal - Reduce Threshold to Call Special Meetings of Stockholders. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 8 AGAINST |
Split 11 FOR, 1 AGAINST |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Independent Board Chair. Corporate Governance |
Other | Against | Split 2 FOR, 20 AGAINST |
Split 15 FOR, 2 AGAINST |
| PFIZER INC. | April 23, 2026 | Adopt an Independent Chair Policy Corporate Governance |
Other | Against | AGAINST 15 funds |
Split 16 FOR, 1 AGAINST |
| POTLATCHDELTIC CORPORATION | January 27, 2026 | The PotlatchDeltic adjournment proposal: A proposal to adjourn the special meeting from time to time, 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 PotlatchDeltic merger agreement proposal. Corporate Governance |
Other | For | Split 6 FOR, 3 ABSTAIN |
FOR 1 fund |
| PPG INDUSTRIES, INC. | April 16, 2026 | Shareholder proposal to adopt a policy requiring an independent board chair, if properly presented Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 5 FOR, 1 AGAINST |
| PRUDENTIAL FINANCIAL, INC. | May 12, 2026 | Shareholder proposal regarding an Independent Board Chairman. Corporate Governance |
Other | Against | Split 7 FOR, 9 AGAINST |
FOR 2 funds |
| Pinnacle Financial Partners, Inc. | November 6, 2025 | A proposal to approve the adjournment or postponement of the Special Meeting to a later date or time, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes to approve the Pinnacle merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Pinnacle common stock. Corporate Governance |
Other | For | Split 3 FOR, 6 ABSTAIN |
FOR 1 fund |
| QBE Insurance Group Limited | May 8, 2026 | Approve Climate Risk Governance Environment or Climate |
Other | Against | Split 1 FOR, 9 AGAINST |
AGAINST 6 funds |
| QBE Insurance Group Limited | May 8, 2026 | Approve Disclosure of Climate Risks to the Company Environment or Climate |
Other | Against | Split 1 FOR, 9 AGAINST |
AGAINST 6 funds |
| QBE Insurance Group Limited | May 8, 2026 | Approve the Amendments to the Company's Constitution Corporate Governance |
Other | Against | Split 1 FOR, 9 AGAINST |
AGAINST 6 funds |
| QORVO, INC. | August 13, 2025 | To consider a stockholder proposal relating to special meetings of Qorvo, Inc.'s stockholders, if properly presented. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 4 AGAINST |
FOR 2 funds |
| QUALCOMM INCORPORATED | March 17, 2026 | Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting." Shareholder Rights and Defenses |
Other | Against | Split 10 FOR, 12 AGAINST |
Split 13 FOR, 2 AGAINST |
| QUEST DIAGNOSTICS INCORPORATED | May 20, 2026 | Stockholder proposal regarding an independent board chairman, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | AGAINST 20 funds |
Split 6 FOR, 1 AGAINST |
| RB GLOBAL INC | April 30, 2026 | Approval of a special resolution, requiring the Company to adopt a policy and amend its governing documents accordingly that all shareholder meetings will be held in a hybrid format with both in-person and virtual access as described in the accompanying proxy statement. Corporate Governance |
Other | Against | Split 1 FOR, 14 AGAINST |
AGAINST 8 funds |
| REGIONS FINANCIAL CORPORATION | May 6, 2026 | Shareholder Proposal Relating to Special Shareholder Meeting. Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 9 AGAINST |
Split 7 FOR, 1 AGAINST |
| RESIDEO TECHNOLOGIES, INC. | June 3, 2026 | Shareholder Proposal Regarding Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 2 AGAINST |
AGAINST 2 funds |
| REVVITY, INC. | April 28, 2026 | To approve the shareholder proposal regarding Executives to Retain Significant Stock. Compensation |
Other | Against | Split 7 FOR, 12 AGAINST |
FOR 7 funds |
| RUSH STREET INTERACTIVE, INC. | June 3, 2026 | Approval of amendments to the Charter to (a) provide for officer exculpation as permitted by Delaware law, and (b) make certain clarifying changes to the director removal process. Corporate Governance |
Other | For | Split 4 FOR, 1 AGAINST |
Split 2 FOR, 1 AGAINST |
| RWE AG | April 30, 2026 | Approve Discharge of Supervisory Board Member Hauke Stars for Fiscal Year 2025 Corporate Governance |
Other | For | Split 4 FOR, 3 AGAINST |
FOR 1 fund |
| RYDER SYSTEM, INC. | May 1, 2026 | To vote, on an advisory basis, on a shareholder proposal regarding an independent board chair. Corporate Governance |
Other | Against | AGAINST 8 funds |
Split 2 FOR, 1 AGAINST |
| RYERSON HOLDING CORPORATION | April 30, 2026 | An amendment to our restated certificate of incorporation to provide for officer exculpation as permitted by Delaware Law. Director Elections |
Other | For | Split 4 FOR, 1 AGAINST |
FOR 1 fund |
| S&P GLOBAL INC. | May 20, 2026 | Vote on a shareholder proposal to reduce the stock ownership threshold for calling a special shareholder meeting; Shareholder Rights and Defenses |
Other | Against | Split 12 FOR, 6 AGAINST |
FOR 16 funds |
| SAPIENS INTERNATIONAL CORPORATION NV | November 19, 2025 | ADJOURN MEETING Corporate Governance |
Other | For | Split 3 FOR, 2 ABSTAIN |
FOR 1 fund |
| SAPIENS INTERNATIONAL CORPORATION NV | November 19, 2025 | AUTHORIZE BOARD TO RATIFY AND EXECUTE APPROVED RESOLUTIONS Corporate Governance |
Other | For | Split 3 FOR, 2 ABSTAIN |
FOR 1 fund |
| SEALED AIR CORPORATION | February 25, 2026 | To approve the adjournment of the special meeting (such meeting, including any adjournments or postponements thereof, 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 3 FOR, 3 ABSTAIN |
FOR 3 funds |
| SELECT MEDICAL HOLDINGS CORPORATION | April 23, 2026 | Non-Binding Advisory Vote on a Company Proposal to provide stockholders the right to call a special meeting of stockholders at a 25% ownership threshold. Shareholder Rights and Defenses |
Other | For | Split 4 FOR, 2 AGAINST |
FOR 3 funds |
| SELECT MEDICAL HOLDINGS CORPORATION | April 23, 2026 | Non-Binding Advisory Vote on a Stockholder Proposal to provide stockholders the right to call a special meeting of stockholders at a 10% ownership threshold, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 4 AGAINST |
Split 2 FOR, 1 AGAINST |
| SELECT MEDICAL HOLDINGS CORPORATION | June 26, 2026 | To consider and vote on any proposal to adjourn the Special Meeting, from time to time, 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 (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 2 funds |
| SEMPRA | May 12, 2026 | Shareholder proposal requesting an independent board chairman Corporate Governance |
Other | Against | Split 1 FOR, 21 AGAINST |
Split 15 FOR, 1 AGAINST |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation and Bylaws to permit the Board to increase the number of directors and fill newly created vacancies on the Board. Corporate Governance |
Other | For | FOR 8 funds |
Split 1 FOR, 2 AGAINST |
| SERVICE CORPORATION INTERNATIONAL | May 6, 2026 | To approve an amendment to the Articles of Incorporation to limit the liability of officers as permitted by law. Director Elections |
Other | For | Split 3 FOR, 4 AGAINST |
Split 2 FOR, 1 AGAINST |
| SERVICENOW, INC. | May 21, 2026 | Shareholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 20 AGAINST |
Split 2 FOR, 12 AGAINST |
| SHOPIFY INC. | June 16, 2026 | Shareholder Proposal Vote on the shareholder proposal, as disclosed in the Management Information Circular for the Meeting. Corporate Governance |
Other | Against | Split 1 FOR, 2 AGAINST |
AGAINST 19 funds |
| SNOWFLAKE INC. | June 29, 2026 | To consider and vote on, if properly presented at the meeting, a non-binding stockholder proposal requesting majority vote for director elections. Shareholder Rights and Defenses |
Other | Against | Split 8 FOR, 1 AGAINST |
FOR 10 funds |
| SOMPO HOLDINGS,INC. | June 22, 2026 | Amend Articles to Appoint Outside Director as Chairman of the Board Corporate Governance |
Other | Against | Split 5 FOR, 4 AGAINST |
AGAINST 1 fund |
| STARBUCKS CORPORATION | March 25, 2026 | Shareholder proposal requesting adoption of an independent board chair policy Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
Split 7 FOR, 2 AGAINST |
| STATE STREET CORPORATION | May 20, 2026 | Shareholder proposal requesting the adoption of a policy and amendment to the by-laws requiring the Chair of the Board be an independent member of the Board in the next CEO transition, if properly presented. Corporate Governance |
Other | Against | Split 1 FOR, 19 AGAINST |
Split 8 FOR, 1 AGAINST |
| STELLAR BANCORP, INC. | May 27, 2026 | To adjourn or postpone the Stellar 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 merger proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to holders of Stellar common stock. Corporate Governance |
Other | For | Split 3 FOR, 1 ABSTAIN |
FOR 2 funds |
| STEPSTONE GROUP INC | September 9, 2025 | To approve an amendment to the Company's Amended and Restated Certificate of Incorporation to limit the liability of certain officers as permitted by Delaware law. Director Elections |
Other | For | FOR 7 funds |
Split 3 FOR, 3 AGAINST |
| SYNOPSYS, INC. | April 16, 2026 | To vote on a stockholder proposal regarding 'stockholders' right to act by written consent, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 18 AGAINST |
FOR 1 fund |
| SYNOVUS FINANCIAL CORP. | November 6, 2025 | To approve the adjournment or postponement of the Special Meeting to a later date or time, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the Merger Proposal, or to ensure that any supplement or amendment to the joint proxy statement/prospectus is timely provided to holders of Synovus common stock. Corporate Governance |
Other | For | Split 5 FOR, 1 AGAINST, 4 ABSTAIN |
FOR 3 funds |
| SYSCO CORPORATION | November 14, 2025 | To consider a stockholder proposal to adopt a policy requiring that the Board Chair and CEO roles be separate positions held by different people. Corporate Governance |
Other | Against | Split 4 FOR, 19 AGAINST |
Split 7 FOR, 1 AGAINST |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.