Home › Asset managers › Compare 2025-2026 › Fidelity vs Charles Schwab
Fidelity 2025-2026 · Charles Schwab 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 21,372 | 19,538 | 672 | 1,162 | 96.7% | 95.2% |
| Board proposals | 19,083 | 17,514 | 572 | 997 | 96.8% | 95.4% |
| E&S shareholder proposals | 170 | 120 | 4 | 46 | 96.8% | 91.3% |
| Other items | 2,119 | 1,904 | 96 | 119 | 95.2% | 93.9% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,162 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 | Fidelity | Charles Schwab |
|---|---|---|---|---|---|---|
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To vote upon a shareholder proposal requiring the Company to provide a report on political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 10 FOR, 20 AGAINST |
AGAINST 14 funds |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal Regarding Food Waste Reporting. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 68 AGAINST |
AGAINST 12 funds |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal for a Report on Human Rights Policy and Human Rights Due Diligence. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 68 AGAINST |
AGAINST 12 funds |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on water usage and AI development Environment or Climate |
Shareholder (E&S) | Against | Split 6 FOR, 121 AGAINST |
AGAINST 16 funds |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 95 FOR, 31 AGAINST |
AGAINST 16 funds |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | Split 96 FOR, 25 AGAINST |
AGAINST 15 funds |
| ARCBEST CORPORATION | April 24, 2026 | A shareholder proposal to approve GHG emissions reduction targets, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 12 FOR, 13 AGAINST |
AGAINST 7 funds |
| ARCHER-DANIELS-MIDLAND COMPANY | May 7, 2026 | Stockholder Proposal Regarding Issuance of a Report on Pesticide Use Data Reporting in Regenerative Agriculture Program Disclosures. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
AGAINST 14 funds |
| AUTONATION, INC. | April 28, 2026 | Adoption of stockholder proposal regarding GHG report. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
AGAINST 11 funds |
| BERKSHIRE HATHAWAY INC. | May 2, 2026 | Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework for workforce and human-capital management across its operating subsidiaries. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 28 FOR, 17 AGAINST |
AGAINST 12 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding a report on deforestation in the company's own-brand supply chain, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 29 FOR, 17 AGAINST |
AGAINST 13 funds |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | 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 | Split 29 FOR, 17 AGAINST |
AGAINST 13 funds |
| CASEY'S GENERAL STORES, INC. | September 3, 2025 | Shareholder proposal regarding Scope 3 greenhouse gas reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 35 AGAINST |
AGAINST 13 funds |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | To vote on a shareholder proposal asking the Board to report on the feasibility of adopting a comprehensive human rights policy stating the Company's commitment to respect human rights, in alignment with international human rights standards, throughout its operation and value chain. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 10 FOR, 17 AGAINST |
AGAINST 13 funds |
| FASTENAL COMPANY | April 23, 2026 | Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | None | Split 12 FOR, 24 AGAINST |
AGAINST 17 funds |
| GENERAL MILLS, INC. | September 30, 2025 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 21 AGAINST |
AGAINST 14 funds |
| GENERAL MOTORS COMPANY | June 2, 2026 | Shareholder Proposal Requesting a Report on Human Rights Standards for Indigenous Peoples Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 47 AGAINST |
AGAINST 12 funds |
| HARLEY-DAVIDSON, INC. | May 21, 2026 | To vote on a shareholder proposal regarding a climate transition plan. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
AGAINST 8 funds |
| JPMORGAN CHASE & CO. | May 19, 2026 | Lobbying alignment Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 68 AGAINST |
AGAINST 14 funds |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting a report describing how the Company could disclose its plastic packaging footprint. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 72 AGAINST |
AGAINST 12 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Corporate Governance |
Shareholder (E&S) | Against | Split 117 AGAINST, 2 ABSTAIN |
AGAINST 15 funds |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on climate change-related commitments. Environment or Climate |
Shareholder (E&S) | Against | Split 90 FOR, 30 AGAINST |
AGAINST 15 funds |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 129 AGAINST |
AGAINST 15 funds |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Human Rights Due Diligence Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 129 AGAINST, 2 ABSTAIN |
AGAINST 15 funds |
| NEXTERA ENERGY, INC. | May 21, 2026 | A proposal entitled "Paris Agreement Alignment" requesting NextEra Energy publish a report describing if and how the Company plans to reduce its total contribution to climate change and align its operations and investments with the Paris Agreement's goal of maintaining global temperatures well below 2 degrees Celsius, and ideally, 1.5 degrees Celsius. Environment or Climate |
Shareholder (E&S) | Against | Split 5 FOR, 55 AGAINST |
AGAINST 14 funds |
| NVR, INC. | May 7, 2026 | Shareholder proposal to disclose greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 5 FOR, 14 AGAINST |
AGAINST 13 funds |
| O'REILLY AUTOMOTIVE, INC. | May 14, 2026 | Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." Other Social Issues |
Shareholder (E&S) | Against | Split 19 FOR, 23 AGAINST |
AGAINST 14 funds |
| OTIS WORLDWIDE CORPORATION | May 27, 2026 | Shareholder proposal regarding reporting on political contributions and expenditures Other Social Issues |
Shareholder (E&S) | Against | Split 14 FOR, 17 AGAINST |
AGAINST 13 funds |
| PEPSICO, INC. | May 6, 2026 | Shareholder Proposal - Report on Human Rights Oversight. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 56 AGAINST |
AGAINST 14 funds |
| PILGRIM'S PRIDE CORPORATION | April 29, 2026 | A stockholder proposal to provide a political spending disclosure. Other Social Issues |
Shareholder (E&S) | Against | Split 21 FOR, 1 AGAINST |
FOR 12 funds |
| SKYWEST, INC. | May 5, 2026 | A shareholder proposal regarding collective bargaining policy. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 24 AGAINST |
AGAINST 8 funds |
| SONOCO PRODUCTS COMPANY | April 15, 2026 | Advisory (non-binding) shareholder proposal - avoid brand damage from political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 7 FOR, 15 AGAINST |
AGAINST 9 funds |
| STEEL DYNAMICS, INC. | May 6, 2026 | SHAREHOLDER PROPOSAL - AVOID POLITICAL SPENDING BRAND DAMAGE Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 51 AGAINST |
AGAINST 15 funds |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting a report on presence of pesticides in Target's private label brands. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 58 AGAINST |
AGAINST 13 funds |
| TARGET CORPORATION | June 10, 2026 | Shareholder proposal requesting a report on reducing plastic microfiber shedding. Environment or Climate |
Shareholder (E&S) | Against | Split 44 FOR, 15 AGAINST |
AGAINST 13 funds |
| THE CAMPBELL'S COMPANY | November 18, 2025 | To vote on a shareholder proposal regarding a report on the effectiveness of the Company's regenerative agriculture program including pesticide reduction outcomes. Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 21 AGAINST |
AGAINST 14 funds |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on the extent of the Company's diversity, equity and inclusion efforts Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 49 FOR, 22 AGAINST |
AGAINST 15 funds |
| THE GOLDMAN SACHS GROUP, INC. | April 29, 2026 | Shareholder Proposal Regarding Disclosure of Energy Supply Ratio Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 45 AGAINST |
AGAINST 13 funds |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Biodiversity Impact and Dependency Assessment Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 60 AGAINST |
AGAINST 16 funds |
| THE HOME DEPOT, INC. | May 21, 2026 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | Split 40 FOR, 22 AGAINST |
AGAINST 16 funds |
| THE KROGER CO. | June 25, 2026 | Report on GHG emissions reductions. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 51 AGAINST |
AGAINST 13 funds |
| THE TRAVELERS COMPANIES, INC. | May 20, 2026 | Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 65 AGAINST |
AGAINST 12 funds |
| TYLER TECHNOLOGIES, INC. | May 5, 2026 | Shareholder Proposal Regarding Political Spending. Other Social Issues |
Shareholder (E&S) | Against | Split 6 FOR, 20 AGAINST |
AGAINST 14 funds |
| UNDER ARMOUR, INC. | September 3, 2025 | To vote on a stockholder proposal, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 19 AGAINST |
AGAINST 8 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Energy Supply Ratio. Environment or Climate |
Shareholder (E&S) | Against | Split 7 FOR, 78 AGAINST |
AGAINST 12 funds |
| WELLS FARGO & COMPANY | April 28, 2026 | Shareholder Proposal - Report on High-Carbon Financing Litigation Risks. Environment or Climate |
Shareholder (E&S) | Against | Split 5 FOR, 81 AGAINST |
AGAINST 12 funds |
| 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 15 FOR, 7 AGAINST |
AGAINST 12 funds |
| AIA Group Limited | May 22, 2026 | Amendments to Articles Corporate Governance |
Other | For | Split 1 FOR, 1 AGAINST |
FOR 4 funds |
| 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 | Split 20 FOR, 10 AGAINST |
FOR 14 funds |
| ALBEMARLE CORPORATION | May 5, 2026 | Shareholder Proposal regarding shareholders ability to call for a special shareholder meeting. Corporate Governance |
Other | Against | Split 18 FOR, 10 AGAINST |
AGAINST 14 funds |
| AMC ENTERTAINMENT HOLDINGS, INC. | December 10, 2025 | Proposal to approve one or more adjournments of the Annual Meeting, if necessary, to permit further solicitation of proxies if there are insufficient votes to adopt the foregoing proposals. Corporate Governance |
Other | For | Split 12 FOR, 1 AGAINST |
FOR 7 funds |
| AMERICAN AIRLINES GROUP INC. | June 10, 2026 | A proposal to amend our Restated Certificate of Incorporation to limit the liability of our officers as permitted by Delaware law Director Elections |
Other | For | Split 22 FOR, 1 AGAINST |
FOR 13 funds |
| 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 1 FOR, 22 AGAINST |
AGAINST 13 funds |
| AMERICOLD REALTY TRUST, INC. | May 18, 2026 | Advisory Vote on Shareholder Proposal Regarding Director Removal With or Without Cause. Corporate Governance |
Other | Against | Split 13 FOR, 16 AGAINST |
FOR 11 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 2 FOR, 13 AGAINST |
FOR 8 funds |
| 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 1 FOR, 27 AGAINST |
AGAINST 12 funds |
| APPLIED DIGITAL CORPORATION | November 5, 2025 | Approve the adjournment of the Annual Meeting to a later date or dates, if necessary or appropriate, to permit further solicitation and vote of proxies in the event that there are insufficient votes for, or otherwise in connection with, the approval of any one or more of the foregoing proposals. Corporate Governance |
Other | For | Split 15 FOR, 2 AGAINST |
FOR 5 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 25 FOR, 17 AGAINST |
AGAINST 12 funds |
| 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 42 FOR, 1 AGAINST |
FOR 12 funds |
| ARRAY DIGITAL INFRASTRUCTURE, INC. | May 19, 2026 | Approval of an amendment to the Company's Restated Certificate of Incorporation to provide for exculpation of officers Director Elections |
Other | For | Split 3 FOR, 9 AGAINST |
AGAINST 6 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 1 FOR, 26 AGAINST |
AGAINST 12 funds |
| ASBURY AUTOMOTIVE GROUP, INC. | May 4, 2026 | Stockholder proposal regarding special stockholder meetings. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 13 AGAINST |
AGAINST 7 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 | Split 1 FOR, 24 AGAINST |
AGAINST 14 funds |
| 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 18 FOR, 3 AGAINST |
FOR 11 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 16 FOR, 30 AGAINST |
FOR 13 funds |
| 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 2 FOR, 75 AGAINST |
AGAINST 16 funds |
| 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 2 FOR, 39 AGAINST |
AGAINST 15 funds |
| CANNAE HOLDINGS, INC. | December 12, 2025 | If properly presented at the Annual Meeting, to consider and act on a shareholder proposal to engage an investment banker. Extraordinary Transactions |
Other | Contested | Split 1 FOR, 11 AGAINST |
FOR 4 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 1 FOR, 28 AGAINST |
AGAINST 14 funds |
| 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 26 FOR, 15 AGAINST |
FOR 13 funds |
| CENTRUS ENERGY CORP. | June 18, 2026 | To approve an amendment to the Section 382 Rights Agreement, as amended. Shareholder Rights and Defenses |
Other | For | Split 14 FOR, 4 AGAINST |
FOR 4 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 17 FOR, 13 AGAINST |
AGAINST 15 funds |
| CITIZENS FINANCIAL GROUP, INC. | April 23, 2026 | Shareholder proposal for the adoption of a majority voting standard. Shareholder Rights and Defenses |
Other | Against | Split 15 FOR, 3 AGAINST |
AGAINST 13 funds |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP. | June 2, 2026 | Shareholder proposal to adopt shareholder right to act by written consent, if properly presented at the meeting. Shareholder Rights and Defenses |
Other | Against | Split 4 FOR, 24 AGAINST |
AGAINST 13 funds |
| COLUMBIA SPORTSWEAR COMPANY | June 10, 2026 | Shareholder proposal regarding proxy access. Shareholder Rights and Defenses |
Other | Against | Split 16 FOR, 9 AGAINST |
AGAINST 8 funds |
| COMCAST CORPORATION | June 10, 2026 | Adopt policy to have an independent chair Corporate Governance |
Other | Against | Split 1 FOR, 56 AGAINST |
AGAINST 14 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 21 FOR, 1 AGAINST |
FOR 15 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 1 FOR, 54 AGAINST |
AGAINST 13 funds |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | To vote on a shareholder proposal asking the Board to amend the director resignation policy to require directors who do not receive a majority vote in uncontested elections to leave the Board within nine months. Corporate Governance |
Other | Against | Split 10 FOR, 17 AGAINST |
FOR 13 funds |
| 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 1 FOR, 28 AGAINST |
AGAINST 13 funds |
| DOLLAR TREE, INC. | June 16, 2026 | Shareholder proposal requesting a shareholder right to act by written consent. Shareholder Rights and Defenses |
Other | Against | Split 2 FOR, 46 AGAINST |
AGAINST 13 funds |
| DOMINO'S PIZZA, INC. | April 21, 2026 | Shareholder proposal regarding an independent board chair requirement. Corporate Governance |
Other | Against | Split 2 FOR, 43 AGAINST |
AGAINST 14 funds |
| 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 24 FOR, 21 AGAINST |
FOR 14 funds |
| DROPBOX, INC. | May 21, 2026 | To approve an amendment and restatement of our articles of incorporation to waive jury trials for internal actions, together with contextual and other ministerial changes. Corporate Governance |
Other | For | Split 27 FOR, 1 AGAINST |
AGAINST 12 funds |
| 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 1 FOR, 17 AGAINST |
AGAINST 12 funds |
| EDISON INTERNATIONAL | April 23, 2026 | Shareholder Proposal Regarding Retention of Equity Compensation |
Other | Against | Split 1 FOR, 31 AGAINST |
AGAINST 13 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 1 FOR, 23 AGAINST |
AGAINST 13 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 23 FOR, 1 ABSTAIN |
FOR 13 funds |
| ETSY, INC. | June 9, 2026 | Advisory vote on a stockholder proposal to govern by majority vote. Shareholder Rights and Defenses |
Other | Against | Split 15 FOR, 22 AGAINST |
AGAINST 13 funds |
| 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 1 FOR, 12 AGAINST |
AGAINST 4 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, 40 AGAINST |
AGAINST 14 funds |
| FIRSTENERGY CORP. | May 20, 2026 | Independent Board Chairman Corporate Governance |
Other | Against | Split 1 FOR, 23 AGAINST |
AGAINST 13 funds |
| 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 31 FOR, 1 AGAINST |
FOR 14 funds |
| GENCO SHIPPING & TRADING LIMITED | June 18, 2026 | Ratification of Genco's Shareholder Rights Agreement and approval of extension of expiration date. Shareholder Rights and Defenses |
Other | Contested | Split 12 FOR, 2 AGAINST |
FOR 7 funds |
| GENERAL MILLS, INC. | September 30, 2025 | Shareholder Proposal - Adopt Policy to Separate the Board Chair and CEO Roles. Corporate Governance |
Other | Against | Split 1 FOR, 23 AGAINST |
AGAINST 14 funds |
| HENRY SCHEIN, INC. | May 21, 2026 | Proposal to approve, by non-binding vote, a shareholder proposal to Govern by Majority Vote. Shareholder Rights and Defenses |
Other | Against | Split 28 FOR, 1 AGAINST |
FOR 14 funds |
| HUBSPOT, INC. | June 15, 2026 | A stockholder proposal to change the Company's Sixth Amended and Restated Bylaws to allow 10% holders of the Company's stock the ability to call a special meeting; and Shareholder Rights and Defenses |
Other | Against | Split 14 FOR, 17 AGAINST |
AGAINST 11 funds |
| HUMANA INC. | April 16, 2026 | The stockholder proposal requesting shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting. Compensation |
Other | Against | Split 1 FOR, 41 AGAINST |
AGAINST 13 funds |
| ICU MEDICAL, INC. | May 13, 2026 | To approve, on an advisory basis, a stockholder proposal to establish a 10% stockholder special meeting right. Shareholder Rights and Defenses |
Other | Against | Split 1 FOR, 19 AGAINST |
AGAINST 7 funds |
| ILLINOIS TOOL WORKS INC. | May 8, 2026 | A non-binding stockholder proposal, if properly presented at the meeting, for Directors who fail to obtain a majority vote. Corporate Governance |
Other | Against | Split 5 FOR, 22 AGAINST |
FOR 14 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.