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 | 196 | 96 | 3 | 97 | 97.0% | 82.8% |
| Other items | 2,173 | 1,722 | 70 | 381 | 96.1% | 88.5% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
381 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 |
|---|---|---|---|---|---|---|
| ABBVIE INC. | May 8, 2026 | Stockholder Proposal - to Adopt a Policy to Require an Independent Chair Corporate Governance |
Other | Against | Split 2 FOR, 21 AGAINST |
FOR 26 funds |
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Vote on Golden Parachutes. Compensation |
Other | Against | Split 2 FOR, 18 AGAINST |
Split 1 FOR, 16 AGAINST |
| ADVANCED MICRO DEVICES, INC. | May 13, 2026 | Stockholder proposal requesting changes to the stockholder right to call a special meeting. Shareholder Rights and Defenses |
Other | Against | Split 10 FOR, 13 AGAINST |
Split 11 FOR, 17 AGAINST |
| AEBI SCHMIDT HOLDING AG | May 21, 2026 | Approval of the Swiss Statutory Non-Financial Matters Report Other Social Issues |
Other | For | Split 7 FOR, 1 ABSTAIN |
FOR 1 fund |
| AFLAC INCORPORATED | May 4, 2026 | Independent Board Chairman Corporate Governance |
Other | Against | Split 1 FOR, 16 AGAINST |
Split 5 FOR, 1 AGAINST |
| AGCO CORPORATION | April 23, 2026 | Stockholder proposal regarding giving stockholders an ability to call for a special stockholder meeting, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 4 FOR, 3 AGAINST |
Split 3 FOR, 1 AGAINST |
| AIR LEASE CORPORATION | December 18, 2025 | Proposal to approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes at the time of the special meeting to approve the Merger Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | Split 3 FOR, 3 ABSTAIN |
FOR 3 funds |
| AIRBNB INC | June 5, 2026 | Dual-class sunset Shareholder Rights and Defenses |
Other | Against | FOR 1 fund |
Split 5 FOR, 7 AGAINST |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To adjourn the Annual Meeting to a later date or dates, if necessary, to solicit additional proxies to establish a quorum if there are insufficient votes to adopt any proposal (other than Proposal 8). Corporate Governance |
Other | For | FOR 19 funds |
Split 5 FOR, 2 AGAINST |
| ALBEMARLE CORPORATION | May 5, 2026 | Shareholder Proposal regarding shareholders ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | Split 11 FOR, 7 AGAINST |
FOR 6 funds |
| ALIGN TECHNOLOGY, INC. | May 20, 2026 | Ratification of Special Meeting Provision in our Bylaws Shareholder Rights and Defenses |
Other | For | Split 10 FOR, 7 AGAINST |
Split 6 FOR, 2 AGAINST |
| ALLY FINANCIAL INC. | May 6, 2026 | Shareholder Proposal to Reduce Threshold for Shareholders to Call Special Meetings. Shareholder Rights and Defenses |
Other | Against | Split 6 FOR, 4 AGAINST |
FOR 9 funds |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding equal shareholder voting Shareholder Rights and Defenses |
Other | Against | Split 26 FOR, 2 AGAINST |
FOR 35 funds |
| ALTIMMUNE INC. | September 25, 2025 | Approve the authorization to adjourn the Annual Meeting, if necessary or appropriate, to solicit additional proxies in favor of the foregoing proposals if there are not sufficient votes to approve the proposals. Corporate Governance |
Other | For | Split 4 FOR, 1 AGAINST |
AGAINST 1 fund |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING A MANDATORY INDEPENDENT BOARD CHAIR POLICY Corporate Governance |
Other | Against | Split 1 FOR, 28 AGAINST |
Split 11 FOR, 17 AGAINST |
| AMERICAN AIRLINES GROUP INC. | June 10, 2026 | Advisory vote on stockholder proposal for stockholder right to act by written consent, if properly presented Shareholder Rights and Defenses |
Other | Against | Split 6 FOR, 3 AGAINST |
AGAINST 3 funds |
| AMERICAN AXLE & MANUFACTURING HLDGS INC | July 15, 2025 | To adjourn the Special Meeting to a later date or time, if necessary or appropriate, to solicit additional proxies in the event there are insufficient votes at the time of such adjournment to approve the Charter Amendment Proposal or the Share Issuance Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | Split 3 FOR, 1 ABSTAIN |
FOR 1 fund |
| AMERICAN WATER WORKS COMPANY, INC. | May 13, 2026 | Approval of an amendment to the American Water Works Company, Inc. Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | Split 20 FOR, 1 AGAINST |
FOR 5 funds |
| AMERISAFE, INC. | June 10, 2026 | Approval of amendment to the Company's Certificate of Formation to provide for officer exculpation. Director Elections |
Other | For | Split 4 FOR, 1 AGAINST |
Split 1 FOR, 1 AGAINST |
| AMGEN INC. | May 19, 2026 | Stockholder proposal to require an independent board chairman. Corporate Governance |
Other | Against | Split 1 FOR, 24 AGAINST |
FOR 20 funds |
| AMN HEALTHCARE SERVICES, INC. | May 1, 2026 | A shareholder proposal entitled: "Independent Board Chairman." Corporate Governance |
Other | Against | AGAINST 6 funds |
Split 1 FOR, 1 AGAINST |
| ANALOG DEVICES, INC. | March 11, 2026 | To consider a shareholder proposal, if properly presented at the Annual Meeting. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 10 AGAINST |
Split 15 FOR, 3 AGAINST |
| ANHUI CONCH CEMENT CO LTD | May 28, 2026 | Approve Report of the Board of Directors Corporate Governance |
Other | For | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| ANNALY CAPITAL MANAGEMENT, INC. | June 10, 2026 | Advisory stockholder proposal to adopt the right to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 4 FOR, 2 AGAINST |
AGAINST 2 funds |
| APPLOVIN CORPORATION | June 3, 2026 | Approval of an amendment to our amended and restated certificate of incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | Split 7 FOR, 11 AGAINST |
Split 8 FOR, 10 AGAINST |
| APPLOVIN CORPORATION | June 3, 2026 | Stockholder proposal regarding disclosure of voting results by class of shares, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 9 FOR, 10 AGAINST |
FOR 22 funds |
| ARROW ELECTRONICS, INC. | May 12, 2026 | Shareholder proposal to provide shareholders with the ability to call a special shareholder meeting at a 10% ownership threshold. Shareholder Rights and Defenses |
Other | Against | Split 5 FOR, 2 AGAINST |
FOR 2 funds |
| ASBURY AUTOMOTIVE GROUP, INC. | May 4, 2026 | Stockholder proposal regarding special stockholder meetings. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 3 AGAINST |
FOR 4 funds |
| ASSURANT, INC. | May 21, 2026 | Stockholder proposal regarding action by written consent. Shareholder Rights and Defenses |
Other | Against | Split 7 FOR, 8 AGAINST |
AGAINST 11 funds |
| AT&T INC. | May 14, 2026 | Approve Amendment to Restated Certificate of Incorporation to Provide for Officer Exculpation Director Elections |
Other | For | Split 17 FOR, 1 AGAINST |
Split 14 FOR, 3 AGAINST |
| ATMOS ENERGY CORPORATION | February 4, 2026 | Proposal to amend the Articles to limit the liability of certain officers as permitted by Texas and Virginia law. Director Elections |
Other | For | FOR 21 funds |
Split 5 FOR, 2 AGAINST |
| AUTODESK, INC. | June 17, 2026 | Approval of an amendment of our Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | Split 18 FOR, 3 AGAINST |
FOR 16 funds |
| AUTODESK, INC. | June 17, 2026 | Stockholder proposal requesting amendment to stockholder special meeting right. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 8 AGAINST |
FOR 15 funds |
| AVERY DENNISON CORPORATION | April 30, 2026 | Vote on stockholder proposal for an independent Board Chairman, if properly presented during the meeting. Corporate Governance |
Other | Against | AGAINST 17 funds |
Split 6 FOR, 1 AGAINST |
| AVIS BUDGET GROUP, INC. | May 20, 2026 | To vote, on an advisory basis, on a shareholder proposal to request that the Board of Directors take each step necessary so that each voting standard in our charter and bylaws that calls for a greater than simple majority vote be replaced by the applicable majority vote standard and to adjourn the applicable shareholder meeting, for up to 2 weeks, if the shareholder vote at such meeting fails to obtain the required 80% vote on the date of such meeting. Corporate Governance |
Other | Against | Split 4 FOR, 4 AGAINST |
FOR 3 funds |
| AXCELIS TECHNOLOGIES, INC. | February 6, 2026 | To approve the adjournment of the special meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Axcelis Share Issuance Proposal. Corporate Governance |
Other | For | Split 4 FOR, 3 ABSTAIN |
FOR 2 funds |
| AerCap Holdings NV | April 15, 2026 | Approve Discharge of Directors Corporate Governance |
Other | For | Split 4 FOR, 3 AGAINST |
FOR 1 fund |
| Ardagh Metal Packaging SA | June 4, 2026 | Approve Discharge of Directors Corporate Governance |
Other | For | Split 1 FOR, 4 AGAINST |
FOR 1 fund |
| BAXTER INTERNATIONAL INC. | May 5, 2026 | Approval of Amendment to the Baxter International Inc. Amended and Restated Certificate of Incorporation to Amend Board Size Corporate Governance |
Other | For | Split 8 FOR, 7 AGAINST |
FOR 7 funds |
| BAYER AG | April 24, 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, 3 ABSTAIN |
AGAINST 6 funds |
| BEL FUSE INC. | May 26, 2026 | With respect to a shareholder proposal requesting that our board of directors take all necessary steps to provide the holders of Class A Common Stock with the right to convert their shares into Class B Common Stock at their option at any time, if properly presented at the Annual Meeting Capital Structure |
Other | Against | Split 2 FOR, 5 AGAINST |
FOR 1 fund |
| BIO-RAD LABORATORIES, INC. | April 21, 2026 | Stockholder proposal regarding dual class capital structure. Shareholder Rights and Defenses |
Other | Against | Split 8 FOR, 1 AGAINST |
FOR 3 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding adopting a majority voting standard, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 11 AGAINST |
Split 2 FOR, 3 AGAINST |
| BLOOMIN' BRANDS, INC. | April 22, 2026 | Stockholder Proposal Regarding the Issuance of "Blank-Check" Preferred Stock Capital Structure |
Other | Against | Split 1 FOR, 4 AGAINST |
FOR 1 fund |
| BLUE FOUNDRY BANCORP | January 29, 2026 | A proposal to adjourn the Blue Foundry special meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes at the time of the Blue Foundry special meeting to approve and adopt the Blue Foundry merger proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to Blue Foundry stockholders. Corporate Governance |
Other | For | Split 4 FOR, 1 ABSTAIN |
FOR 1 fund |
| BOOKING HOLDINGS INC. | June 2, 2026 | Amendment of the Company's certificate of incorporation to provide for the exculpation of officers. Director Elections |
Other | For | Split 22 FOR, 2 AGAINST |
Split 16 FOR, 1 AGAINST |
| BOSTON SCIENTIFIC CORPORATION | April 30, 2026 | Stockholder proposal titled "Give Shareholders the Ability to Call for a Special Shareholder Meeting." Corporate Governance |
Other | Against | Split 14 FOR, 7 AGAINST |
Split 13 FOR, 4 AGAINST |
| BRISTOL-MYERS SQUIBB COMPANY | May 5, 2026 | Shareholder Proposal on the Adoption of a Board Policy that the Chairperson of the Board be an Independent Director Corporate Governance |
Other | Against | Split 1 FOR, 23 AGAINST |
Split 14 FOR, 2 AGAINST |
| BUNGE GLOBAL SA | May 20, 2026 | If any modifications to agenda items or proposals identified in the invitation to the Virtual Annual General Meeting or other matters on which voting is permissible under Swiss law are properly presented at the Virtual Annual General Meeting for consideration, you hereby instruct the Independent Voting Representative, in the absence of other specific instructions, to vote your shares in accordance with the recommendations of the Board of Directors. Corporate Governance |
Other | For | Split 1 FOR, 18 AGAINST |
AGAINST 7 funds |
| Berry Corporation (bry) | December 15, 2025 | The Adjournment Proposal: To approve one or more adjournments of the special meeting of the stockholders of Berry, if necessary or appropriate, to permit solicitation of additional votes or proxies if there are not sufficient votes to approve the Merger Agreement Proposal. Corporate Governance |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 1 fund |
| Birkenstock Holding Plc | April 29, 2026 | Amend Articles of Association Corporate Governance |
Other | For | Split 1 FOR, 5 AGAINST |
AGAINST 1 fund |
| Black Hills Corporation | April 2, 2026 | To vote on a proposal to amend the Black Hills Charter to change the name of Black Hills (the "Black Hills Name Change Amendment"); Corporate Governance |
Other | For | Split 4 FOR, 3 ABSTAIN |
FOR 1 fund |
| Black Hills Corporation | April 2, 2026 | To vote on a proposal to approve any motion to adjourn the Black Hills special meeting, if necessary (the "Black Hills Meeting Adjournment Proposal"). Corporate Governance |
Other | For | Split 4 FOR, 3 ABSTAIN |
FOR 1 fund |
| Bristow Group Inc. | June 3, 2026 | U.S. CITIZENSHIP Please mark "YES" if the stock owned of record or beneficially by you is owned and controlled ONLY by U.S. citizens (as defined in the proxy statement), or mark "NO" if such stock is owned or controlled by any person who is NOT a U.S. citizen. Other |
Other | None | Split 1 FOR, 4 AGAINST |
FOR 1 fund |
| CALIX, INC. | May 14, 2026 | To hold an advisory vote on a stockholder proposal relating to a simple majority vote. Shareholder Rights and Defenses |
Other | Against | Split 8 FOR, 1 AGAINST |
FOR 3 funds |
| CAPITAL ONE FINANCIAL CORPORATION | May 8, 2026 | Stockholder proposal to require a shareholder vote on golden parachute arrangements. Compensation |
Other | Against | Split 2 FOR, 17 AGAINST |
AGAINST 14 funds |
| CARVANA CO. | May 5, 2026 | To vote upon one stockholder proposal, as described in the Proxy Statement. Corporate Governance |
Other | Against | Split 7 FOR, 11 AGAINST |
Split 11 FOR, 1 AGAINST |
| CATERPILLAR INC. | June 10, 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent Shareholder Rights and Defenses |
Other | Against | Split 10 FOR, 11 AGAINST |
Split 9 FOR, 15 AGAINST |
| CBOE GLOBAL MARKETS, INC. | May 14, 2026 | Stockholder proposal regarding shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 8 FOR, 10 AGAINST |
AGAINST 5 funds |
| CBRE GROUP, INC. | May 21, 2026 | Stockholder proposal regarding our stockholders' ability to call special stockholder meetings. Shareholder Rights and Defenses |
Other | Against | Split 10 FOR, 10 AGAINST |
Split 18 FOR, 2 AGAINST |
| CDW CORPORATION | May 21, 2026 | To approve the amendment to the Company's Certificate of Incorporation to permit stockholder action by written consent. Shareholder Rights and Defenses |
Other | For | Split 21 FOR, 1 AGAINST |
FOR 13 funds |
| CDW CORPORATION | May 21, 2026 | To consider and act upon the stockholder proposal, if properly presented at the meeting, regarding independent Board chair requirements. Corporate Governance |
Other | Against | Split 2 FOR, 19 AGAINST |
Split 11 FOR, 2 AGAINST |
| CECO Environmental Corp. | May 27, 2026 | Adjournment Proposal. To vote on a proposal to adjourn the CECO annual meeting, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the CECO stock issuance proposal at the time of the CECO annual meeting (the "CECO adjournment proposal"). Corporate Governance |
Other | For | Split 4 FOR, 2 ABSTAIN |
FOR 1 fund |
| CENTERPOINT ENERGY, INC. | April 16, 2026 | Approve CenterPoint Energy, Inc.'s Amended and Restated Certificate of Formation to provide for limited officer exculpation and make certain other immaterial updates. Director Elections |
Other | For | Split 8 FOR, 8 AGAINST |
FOR 17 funds |
| CF INDUSTRIES HOLDINGS, INC. | April 28, 2026 | Shareholder proposal regarding shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | Split 10 FOR, 6 AGAINST |
FOR 9 funds |
| CGI Inc. | January 28, 2026 | SP 2: Enhance Transparency and Shareholder Dialogue in a Multiple Voting Shares Context Corporate Governance |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| CGI Inc. | January 28, 2026 | SP 4: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements Corporate Governance |
Other | Against | Split 1 FOR, 1 AGAINST |
FOR 1 fund |
| CHEVRON CORPORATION | May 27, 2026 | Adopt an Independent Chair Corporate Governance |
Other | Against | Split 1 FOR, 23 AGAINST |
Split 19 FOR, 1 AGAINST |
| CHURCH & DWIGHT CO., INC. | May 1, 2026 | Stockholder Proposal - Permit Stockholder Action by Written Consent. Shareholder Rights and Defenses |
Other | Against | Split 8 FOR, 10 AGAINST |
AGAINST 13 funds |
| CINTAS CORPORATION | October 28, 2025 | A shareholder proposal regarding support for shareholder ability to call for a special shareholder meeting. Shareholder Rights and Defenses |
Other | Against | Split 11 FOR, 8 AGAINST |
Split 11 FOR, 1 AGAINST |
| CLOUDFLARE, INC. | June 30, 2026 | Approval and adoption of amendments to require the approval of a majority of the independent directors then in office for any acquisition in which we would issue shares of Class C common stock as consideration for such acquisition with a fair market value in excess of $100,000,000. Corporate Governance |
Other | For | Split 3 FOR, 6 AGAINST |
Split 12 FOR, 5 AGAINST |
| 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 | FOR 2 funds |
Split 16 FOR, 1 AGAINST |
| CMS ENERGY CORPORATION | May 8, 2026 | Vote on a Shareholder Proposal: Shareholder Right to Act by Written Consent. Shareholder Rights and Defenses |
Other | Against | AGAINST 18 funds |
Split 3 FOR, 10 AGAINST |
| COEUR MINING, INC. | May 12, 2026 | Approval of an amendment to the Company's Certificate of Incorporation to limit the liability of certain officers as permitted by law. Director Elections |
Other | For | FOR 8 funds |
Split 3 FOR, 1 AGAINST |
| COLGATE-PALMOLIVE COMPANY | May 8, 2026 | Stockholder proposal entitled "Independent Board Chairman." Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
Split 12 FOR, 1 AGAINST |
| COLUMBIA SPORTSWEAR COMPANY | June 10, 2026 | Shareholder proposal regarding proxy access. Shareholder Rights and Defenses |
Other | Against | Split 4 FOR, 3 AGAINST |
FOR 3 funds |
| COMCAST CORPORATION | June 10, 2026 | Adopt policy to have an independent chair Corporate Governance |
Other | Against | Split 9 FOR, 7 AGAINST |
Split 16 FOR, 1 AGAINST |
| COMMSCOPE HOLDING COMPANY, INC. | October 16, 2025 | A proposal to adjourn or postpone the Special Meeting, if necessary or appropriate, for the purpose of soliciting additional votes for the approval of the CCS Sale Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | Split 5 FOR, 3 ABSTAIN |
FOR 5 funds |
| COMPASS GROUP PLC | February 5, 2026 | Authorise the Company to Call General Meeting with Two Weeks' Notice Shareholder Rights and Defenses |
Other | For | FOR 10 funds |
Split 3 FOR, 5 AGAINST |
| CONOCOPHILLIPS | May 12, 2026 | Stockholder Proposal - Independent Board Chairman. Corporate Governance |
Other | Against | Split 2 FOR, 19 AGAINST |
Split 17 FOR, 1 AGAINST |
| CORECARD CORPORATION | October 28, 2025 | Proposal to approve one or more adjournments of the Special Meeting, if necessary or appropriate, to permit solicitation of additional votes or proxies if there are not sufficient votes to approve the Merger Agreement Proposal (the ''Adjournment Proposal''). Corporate Governance |
Other | For | Split 5 FOR, 1 ABSTAIN |
FOR 1 fund |
| CORNING INCORPORATED | April 30, 2026 | Request to adopt an independent chair policy Corporate Governance |
Other | Against | AGAINST 21 funds |
Split 14 FOR, 1 AGAINST |
| CORPAY, INC. | May 7, 2026 | Shareholder proposal regarding an independent Board Chair requirement, if properly presented at the meeting. Corporate Governance |
Other | Against | Split 7 FOR, 10 AGAINST |
Split 4 FOR, 1 AGAINST |
| 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 6 funds |
| CRACKER BARREL OLD COUNTRY STORE, INC. | November 20, 2025 | To ratify, on an advisory basis, the inclusion of the Ineligibility Provision in the Company's bylaws. Corporate Governance |
Other | Contested | Split 4 FOR, 2 AGAINST |
AGAINST 1 fund |
| CRACKER BARREL OLD COUNTRY STORE, INC. | November 20, 2025 | To ratify, on an advisory basis, the inclusion of the Mutual Reimbursement Provision in the Company's bylaws. Corporate Governance |
Other | Contested | Split 4 FOR, 2 AGAINST |
AGAINST 1 fund |
| 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 4 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 |
Split 4 FOR, 13 AGAINST |
| 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 17 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 4 FOR, 5 AGAINST |
| 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 17 FOR, 1 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, 16 AGAINST |
| 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 |
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 1 fund |
| Compagnie Financiere Richemont SA | September 10, 2025 | Transact Other Business (Voting) Corporate Governance |
Other | For | Split 5 AGAINST, 3 ABSTAIN |
AGAINST 1 fund |
| DANA INCORPORATED | April 22, 2026 | Shareholder proposal to require an independent Board Chairman. Corporate Governance |
Other | Against | AGAINST 7 funds |
Split 5 FOR, 1 AGAINST |
| 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 |
Split 6 FOR, 1 AGAINST |
| 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 |
AGAINST 13 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 |
AGAINST 8 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.