UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549- FORM N-PX/A ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY | |||||||||
Investment Company Act File Number : | 811-07513 | ||||||||
Name of Registrant: | Putnam Funds Trust | ||||||||
Address of Principal Executive Offices: | 100 Federal Street | ||||||||
Boston, Massachusetts 02110 | |||||||||
Name and address of agent of service: | Stephen J. Tate, Vice President and Chief Legal Officer | ||||||||
Putnam Funds Trust | |||||||||
100 Federal Street | |||||||||
Boston, Massachusetts 02110 | |||||||||
CC: | Bryan Chegwidden, Esq. | ||||||||
Ropes & Gray LLP | |||||||||
1211 Avenue of the Americas | |||||||||
New York, New York | |||||||||
Registrant's telephone number including area code: | 617-292-1000 | ||||||||
Date of fiscal year end: | 02/28, 04/30, 05/31, 06/30, 07/31, 08/31, 10/31, 11/30 | ||||||||
Date of reporting period: | 07/01/2022 - 06/30/2023 |
Registrant Name : | Putnam Funds Trust | ||||||||
Fund Name : | Putnam Floating Rate Income Fund | ||||||||
The fund did not vote proxies relating to portfolio securities during the period covered by this report. | |||||||||
Registrant Name : | Putnam Funds Trust | ||||||||
Fund Name : | Putnam Intermediate-Term Municipal Income Fund | ||||||||
The fund did not vote proxies relating to portfolio securities during the period covered by this report. | |||||||||
Registrant Name : | Putnam Funds Trust | ||||||||
Fund Name : | Putnam Mortgage Opportunities Fund | ||||||||
The fund did not vote proxies relating to portfolio securities during the period covered by this report. | |||||||||
Registrant Name : | Putnam Funds Trust | ||||||||
Fund Name : | Putnam Short Duration Bond Fund | ||||||||
The fund did not vote proxies relating to portfolio securities during the period covered by this report. | |||||||||
Registrant Name : | Putnam Funds Trust | ||||||||
Fund Name : | Putnam Short Term Investment Fund | ||||||||
The fund did not vote proxies relating to portfolio securities during the period covered by this report. | |||||||||
Registrant Name : | Putnam Funds Trust | ||||||||
Fund Name : | Putnam Short-Term Municipal Income Fund | ||||||||
The fund did not vote proxies relating to portfolio securities during the period covered by this report. | |||||||||
Registrant Name : | Putnam Funds Trust | ||||||||
Fund Name : | Putnam Ultra Short Duration Income Fund | ||||||||
The fund did not vote proxies relating to portfolio securities during the period covered by this report. | |||||||||
Registrant Name : | Putnam Funds Trust | ||||||||
Fund Name : | Putnam Ultra Short MAC Series | ||||||||
The fund did not vote proxies relating to portfolio securities during the period covered by this report. | |||||||||
Registrant : | Putnam Funds Trust | |||||||
Fund Name : | Putnam Core Bond Fund | |||||||
Putnam Funds Trust | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PDMEX | CUSIP 74676A808 | 10/12/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Management Contract Reducing the Fund's Base Management Fee, and Eliminating the Performance Adjustment Component of the Fund's Management Fee | Mgmt | For | For | For |
Registrant : | Putnam Funds Trust | |||||||
Fund Name : | Putnam Dynamic Asset Allocation Equity Fund | |||||||
3i Group plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
III | CINS G88473148 | 06/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | For | For | |||
3 | Remuneration Policy | Mgmt | For | For | For | |||
4 | Increase in NED Fee Cap | Mgmt | For | For | For | |||
5 | Final Dividend | Mgmt | For | For | For | |||
6 | Elect Simon A. Borrows | Mgmt | For | For | For | |||
7 | Elect Stephen Daintith | Mgmt | For | For | For | |||
8 | Elect Jasi Halai | Mgmt | For | For | For | |||
9 | Elect James Hatchley | Mgmt | For | For | For | |||
10 | Elect David Hutchison | Mgmt | For | For | For | |||
11 | Elect Lesley Knox | Mgmt | For | For | For | |||
12 | Elect Coline McConville | Mgmt | For | For | For | |||
13 | Elect Peter McKellar | Mgmt | For | For | For | |||
14 | Elect Alexandra Schaapveld | Mgmt | For | For | For | |||
15 | Appointment of Auditor | Mgmt | For | For | For | |||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
17 | Authorisation of Political Donations | Mgmt | For | For | For | |||
18 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
22 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
3M Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MMM | CUSIP 88579Y101 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Thomas K. Brown | Mgmt | For | For | For | |||
2 | Elect Anne H. Chow | Mgmt | For | For | For | |||
3 | Elect David B. Dillon | Mgmt | For | For | For | |||
4 | Elect Michael L. Eskew | Mgmt | For | For | For | |||
5 | Elect James R. Fitterling | Mgmt | For | For | For | |||
6 | Elect Amy E. Hood | Mgmt | For | For | For | |||
7 | Elect Suzan Kereere | Mgmt | For | For | For | |||
8 | Elect Gregory R. Page | Mgmt | For | For | For | |||
9 | Elect Pedro J. Pizarro | Mgmt | For | For | For | |||
10 | Elect Michael F. Roman | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Abbott Laboratories | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ABT | CUSIP 002824100 | 04/28/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Robert J. Alpern | Mgmt | For | For | For | |||
2 | Elect Claire Babineaux-Fontenot | Mgmt | For | For | For | |||
3 | Elect Sally E. Blount | Mgmt | For | For | For | |||
4 | Elect Robert B. Ford | Mgmt | For | For | For | |||
5 | Elect Paola Gonzalez | Mgmt | For | For | For | |||
6 | Elect Michelle A. Kumbier | Mgmt | For | For | For | |||
7 | Elect Darren W. McDew | Mgmt | For | For | For | |||
8 | Elect Nancy McKinstry | Mgmt | For | For | For | |||
9 | Elect Michael G. O'Grady | Mgmt | For | For | For | |||
10 | Elect Michael F. Roman | Mgmt | For | For | For | |||
11 | Elect Daniel J. Starks | Mgmt | For | For | For | |||
12 | Elect John G. Stratton | Mgmt | For | Against | Against | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
18 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | ShrHoldr | Against | Against | For | |||
AbbVie Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ABBV | CUSIP 00287Y109 | 05/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Robert J. Alpern | Mgmt | For | For | For | |||
2 | Elect Melody B. Meyer | Mgmt | For | For | For | |||
3 | Elect Frederick H. Waddell | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||
7 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
8 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
9 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
10 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
ABIOMED, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ABMD | CINS 003654100 | 08/10/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Michael R. Minogue | Mgmt | For | For | For | |||
2 | Elect Director Martin P. Sutter | Mgmt | For | Withhold | Against | |||
3 | Elect Director Paula A. Johnson | Mgmt | For | For | For | |||
4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | |||
5 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
Abu Dhabi Islamic Bank | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ADIB | CINS M0152R102 | 03/06/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Arab Emirates | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Board Report on Company Operations and Financial Position | Mgmt | For | TNA | N/A | |||
2 | Approve Auditors' Report on Company Financial Statements | Mgmt | For | TNA | N/A | |||
3 | Approve Internal Shariah Supervisory Committee Report | Mgmt | For | TNA | N/A | |||
4 | Accept Financial Statements and Statutory Reports | Mgmt | For | TNA | N/A | |||
5 | Approve Dividends of AED 0.489898 Per Share | Mgmt | For | TNA | N/A | |||
6 | Approve Remuneration of Directors | Mgmt | For | TNA | N/A | |||
7 | Approve Discharge of Directors | Mgmt | For | TNA | N/A | |||
8 | Approve Discharge of Auditors | Mgmt | For | TNA | N/A | |||
9 | Ratify Auditors and Fix Their Remuneration for FY 2023 | Mgmt | For | TNA | N/A | |||
10 | Authorize the Board to Issue an Additional Tier 1 Non-Convertible Sukuk of Up to USD 3 Billion and to Determine the Date of the Issuance | Mgmt | For | TNA | N/A | |||
Accenture Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ACN | CINS G1151C101 | 02/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Jaime Ardila | Mgmt | For | For | For | |||
2 | Elect Director Nancy McKinstry | Mgmt | For | For | For | |||
3 | Elect Director Beth E. Mooney | Mgmt | For | For | For | |||
4 | Elect Director Gilles C. Pelisson | Mgmt | For | For | For | |||
5 | Elect Director Paula A. Price | Mgmt | For | For | For | |||
6 | Elect Director Venkata (Murthy) Renduchintala | Mgmt | For | For | For | |||
7 | Elect Director Arun Sarin | Mgmt | For | For | For | |||
8 | Elect Director Julie Sweet | Mgmt | For | For | For | |||
9 | Elect Director Tracey T. Travis | Mgmt | For | For | For | |||
10 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
11 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
12 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
13 | Renew the Board's Authority to Issue Shares Under Irish Law | Mgmt | For | For | For | |||
14 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Mgmt | For | For | For | |||
15 | Determine Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||
Accton Technology Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2345 | CINS Y0002S109 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Taiwan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | 2022 Business Report And Financial Statement | Mgmt | For | For | For | |||
2 | 2022 Profit Distribution Proposal | Mgmt | For | For | For | |||
3 | Amendments to the Articles of Association of the Company | Mgmt | For | For | For | |||
4 | Amendments to the Procedures for Acquisition and Disposal of Assets of the Company | Mgmt | For | For | For | |||
Adobe Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ADBE | ISIN US00724PAD15 | 04/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Amy L. Banse | Mgmt | For | For | For | |||
2 | Elect Brett Biggs | Mgmt | For | For | For | |||
3 | Elect Melanie Boulden | Mgmt | For | For | For | |||
4 | Elect Frank A. Calderoni | Mgmt | For | For | For | |||
5 | Elect Laura B. Desmond | Mgmt | For | For | For | |||
6 | Elect Shantanu Narayen | Mgmt | For | For | For | |||
7 | Elect Spencer Neumann | Mgmt | For | For | For | |||
8 | Elect Kathleen Oberg | Mgmt | For | For | For | |||
9 | Elect Dheeraj Pandey | Mgmt | For | For | For | |||
10 | Elect David A. Ricks | Mgmt | For | For | For | |||
11 | Elect Daniel Rosensweig | Mgmt | For | For | For | |||
12 | Elect John E. Warnock | Mgmt | For | For | For | |||
13 | Amendment to the 2019 Equity Incentive Plan | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Shareholder Proposal Regarding Report on Hiring Practices for People With Arrest Records | ShrHoldr | Against | Against | For | |||
ADT Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ADT | CUSIP 00090Q103 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Marc E. Becker | Mgmt | For | Withhold | Against | |||
2 | Elect Stephanie Drescher | Mgmt | For | Withhold | Against | |||
3 | Elect Reed B. Rayman | Mgmt | For | Withhold | Against | |||
4 | Elect Sigal Zarmi | Mgmt | For | Withhold | Against | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
Advanced Micro Devices, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMD | CUSIP 007903107 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Nora M. Denzel | Mgmt | For | For | For | |||
2 | Elect D. Mark Durcan | Mgmt | For | For | For | |||
3 | Elect Michael P. Gregoire | Mgmt | For | For | For | |||
4 | Elect Joseph A. Householder | Mgmt | For | For | For | |||
5 | Elect John W. Marren | Mgmt | For | For | For | |||
6 | Elect Jon A. Olson | Mgmt | For | For | For | |||
7 | Elect Lisa T. Su | Mgmt | For | For | For | |||
8 | Elect Abhijit Y. Talwalkar | Mgmt | For | For | For | |||
9 | Elect Elizabeth W. Vanderslice | Mgmt | For | For | For | |||
10 | Approval of the 2023 Equity Incentive Plan | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Affiliated Managers Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMG | CUSIP 008252108 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Karen Alvingham | Mgmt | For | For | For | |||
2 | Elect Tracy A. Atkinson | Mgmt | For | For | For | |||
3 | Elect Dwight D. Churchill | Mgmt | For | For | For | |||
4 | Elect Jay C. Horgen | Mgmt | For | For | For | |||
5 | Elect Reuben Jeffery III | Mgmt | For | For | For | |||
6 | Elect Felix V. Matos Rodriguez | Mgmt | For | For | For | |||
7 | Elect Tracy P. Palandjian | Mgmt | For | For | For | |||
8 | Elect David C. Ryan | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
Agilent Technologies, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
A | CUSIP 00846U101 | 03/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Director Heidi K. Kunz | Mgmt | For | For | For | |||
1.2 | Elect Director Susan H. Rataj | Mgmt | For | For | For | |||
1.3 | Elect Director George A. Scangos | Mgmt | For | For | For | |||
1.4 | Elect Director Dow R. Wilson | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
4 | Provide Right to Call Special Meeting | Mgmt | For | For | For | |||
5 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
AIA Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1299 | CINS Y002A1105 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Hong Kong | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect Edmund TSE Sze Wing | Mgmt | For | For | For | |||
6 | Elect Jack SO Chak Kwong | Mgmt | For | For | For | |||
7 | Elect Lawrence LAU Juen-Yee | Mgmt | For | For | For | |||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
11 | Directors' Fees | Mgmt | For | For | For | |||
12 | Amendment to the Share Option Scheme | Mgmt | For | For | For | |||
13 | Adoption of Amended Restricted Share Unit Scheme | Mgmt | For | For | For | |||
14 | Adoption of the Amended Employee Share Purchase Plan | Mgmt | For | For | For | |||
15 | Adoption of the Amended Agency Share Purchase Plan | Mgmt | For | For | For | |||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Airbnb, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ABNB | CUSIP 009066101 | 06/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Nathan Blecharczyk | Mgmt | For | For | For | |||
2 | Elect Alfred Lin | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Alcoa Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AA | CUSIP 013872106 | 05/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Steven W. Williams | Mgmt | For | For | For | |||
2 | Elect Mary Anne Citrino | Mgmt | For | For | For | |||
3 | Elect Pasquale (Pat) Fiore | Mgmt | For | For | For | |||
4 | Elect Thomas (Tom) J. Gorman | Mgmt | For | For | For | |||
5 | Elect Roy C. Harvey | Mgmt | For | For | For | |||
6 | Elect James A. Hughes | Mgmt | For | For | For | |||
7 | Elect Carol L. Roberts | Mgmt | For | For | For | |||
8 | Elect Jackson (Jackie) P. Roberts | Mgmt | For | For | For | |||
9 | Elect Ernesto Zedillo Ponce de Leon | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
Alibaba Group Holding Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
9988 | CINS G01719114 | 09/30/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Daniel Yong Zhang | Mgmt | For | Against | Against | |||
2 | Elect Director Daniel Yong Zhang | Mgmt | For | Against | Against | |||
3 | Elect Director Jerry Yang | Mgmt | For | Against | Against | |||
4 | Elect Director Jerry Yang | Mgmt | For | Against | Against | |||
5 | Elect Director Wan Ling Martello | Mgmt | For | Against | Against | |||
6 | Elect Director Wan Ling Martello | Mgmt | For | Against | Against | |||
7 | Elect Director Weijian Shan | Mgmt | For | Against | Against | |||
8 | Elect Director Weijian Shan | Mgmt | For | Against | Against | |||
9 | Elect Director Irene Yun-Lien Lee | Mgmt | For | Against | Against | |||
10 | Elect Director Irene Yun-Lien Lee | Mgmt | For | Against | Against | |||
11 | Elect Director Albert Kong Ping Ng | Mgmt | For | Against | Against | |||
12 | Elect Director Albert Kong Ping Ng | Mgmt | For | Against | Against | |||
13 | Ratify PricewaterhouseCoopers as Auditors | Mgmt | For | For | For | |||
14 | Ratify PricewaterhouseCoopers as Auditors | Mgmt | For | For | For | |||
Alinma Bank | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1150 | CINS M0R35G100 | 04/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | Saudi Arabia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
4 | Auditors' Report | Mgmt | For | For | For | |||
5 | Ratification of Board Acts | Mgmt | For | For | For | |||
6 | Appointment of Auditors and Authority to Set Fees | Mgmt | For | Against | Against | |||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
8 | Directors' Fees | Mgmt | For | For | For | |||
9 | Authority to Pay Interim Dividend | Mgmt | For | For | For | |||
10 | Amendments to Sharia Committee Charter | Mgmt | For | For | For | |||
11 | Amendments to Audit Committee Charter | Mgmt | For | For | For | |||
12 | Approve Social Responsibility Policy | Mgmt | For | For | For | |||
13 | Election of Two Audit Committee Members | Mgmt | For | For | For | |||
14 | Deletion of Article 8 (Subscription in shares) | Mgmt | For | For | For | |||
15 | Amendments to Article 9 (Shares) | Mgmt | For | For | For | |||
16 | Amendments to Article 10 (Shares Trading) | Mgmt | For | For | For | |||
17 | Amendments to Article 13 (Capital Increase) | Mgmt | For | For | For | |||
18 | Amendments to Article 14 (Capital Reduction) | Mgmt | For | For | For | |||
19 | Amendments to Article 15 (Purchase of Shares) | Mgmt | For | For | For | |||
20 | Amendments to Article 18 (Board of Directors) | Mgmt | For | For | For | |||
21 | Amendments to Article 19 (Board Membership Expiration) | Mgmt | For | For | For | |||
22 | Amendments to Article 20 (Board Powers) | Mgmt | For | For | For | |||
23 | Amendments to Article 22 (Executive Committee) | Mgmt | For | For | For | |||
24 | Amendments to Article 23 (Audit Committee) | Mgmt | For | For | For | |||
25 | Amendments to Article 25 (Powers of KMPs) | Mgmt | For | For | For | |||
26 | Amendments to Article 26 (Board Meetings) | Mgmt | For | For | For | |||
27 | Amendments to Article 27 (Board Meetings Quorum) | Mgmt | For | For | For | |||
28 | Amendments to Article 28 (Board Resolutions) | Mgmt | For | For | For | |||
29 | Amendments to Article 29 (Shareholders' Meetings) | Mgmt | For | For | For | |||
30 | Deletion of Article 30 (Shareholders' Meeting Competencies) | Mgmt | For | For | For | |||
31 | Amendments to Article 33 (Convening General Meeting) | Mgmt | For | For | For | |||
32 | Amendments to Article 34 (Shareholders' Meetings Attendance) | Mgmt | For | For | For | |||
33 | Amendments to Article 35 (AGM Quorum) | Mgmt | For | For | For | |||
34 | Amendments to Article 36 (EGM Quorum) | Mgmt | For | For | For | |||
35 | Amendments to Article 38 (Meetings Resolution) | Mgmt | For | For | For | |||
36 | Amendments to Article 39 (Meetings Agenda) | Mgmt | For | For | For | |||
37 | Amendments to Article 40 (Chairing Meetings) | Mgmt | For | For | For | |||
38 | Amendments to Article 42 (Auditor Powers) | Mgmt | For | For | For | |||
39 | Amendments to Article 43 (Fiscal Year) | Mgmt | For | For | For | |||
40 | Amendments to Article 44 (Financial Statements) | Mgmt | For | For | For | |||
41 | Amendments to Article 47 (Liability) | Mgmt | For | For | For | |||
42 | Amendments to Article 48 (Company Losses) | Mgmt | For | For | For | |||
43 | Amendments to Article 51 (Sharia Governance) | Mgmt | For | For | For | |||
44 | Renumbering of Articles | Mgmt | For | For | For | |||
45 | Employee Stock Incentive Plan | Mgmt | For | For | For | |||
46 | Authority to Repurchase Shares Pursuant to Employee Stock Incentive Plan | Mgmt | For | For | For | |||
47 | Board Transactions | Mgmt | For | For | For | |||
48 | Board Transactions (Competing Businesses) | Mgmt | For | For | For | |||
49 | Board Transactions (Anees Ahmed M. Moumina) | Mgmt | For | For | For | |||
50 | Related Party Transactions (Alinma Tokyo Marine Co.) | Mgmt | For | For | For | |||
Allegion plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ALLE | CUSIP G0176J109 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Kirk S. Hachigian | Mgmt | For | For | For | |||
2 | Elect Steven C. Mizell | Mgmt | For | For | For | |||
3 | Elect Nicole Parent Haughey | Mgmt | For | For | For | |||
4 | Elect Lauren B. Peters | Mgmt | For | For | For | |||
5 | Elect Ellen Rubin | Mgmt | For | For | For | |||
6 | Elect Dean I. Schaffer | Mgmt | For | For | For | |||
7 | Elect John H. Stone | Mgmt | For | For | For | |||
8 | Elect Dev Vardhan | Mgmt | For | For | For | |||
9 | Elect Martin E. Welch III | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Approval of the Incentive Stock Plan of 2023 | Mgmt | For | For | For | |||
12 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
14 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
Allianz SE | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ALV | CINS D03080112 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Germany | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
8 | Allocation of Dividends | Mgmt | For | For | For | |||
9 | Ratify Oliver Bate | Mgmt | For | For | For | |||
10 | Ratify Sergio Balbinot | Mgmt | For | For | For | |||
11 | Ratify Sirma Boshnakova | Mgmt | For | For | For | |||
12 | Ratify Barbara Karuth-Zelle | Mgmt | For | For | For | |||
13 | Ratify Klaus-Peter Rohler | Mgmt | For | For | For | |||
14 | Ratify Ivan de la Sota | Mgmt | For | For | For | |||
15 | Ratify Giulio Terzariol | Mgmt | For | For | For | |||
16 | Ratify Gunther Thallinger | Mgmt | For | For | For | |||
17 | Ratify Christopher Townsend | Mgmt | For | For | For | |||
18 | Ratify Renate Wagner | Mgmt | For | For | For | |||
19 | Ratify Andreas Wimmer | Mgmt | For | For | For | |||
20 | Ratify Michael Diekmann | Mgmt | For | For | For | |||
21 | Ratify Gabriele Burkhardt-Berg | Mgmt | For | For | For | |||
22 | Ratify Herbert Hainer | Mgmt | For | For | For | |||
23 | Ratify Sophie Boissard | Mgmt | For | For | For | |||
24 | Ratify Christine Bosse | Mgmt | For | For | For | |||
25 | Ratify Rashmy Chatterjee | Mgmt | For | For | For | |||
26 | Ratify Friedrich Eichiner | Mgmt | For | For | For | |||
27 | Ratify Jean-Claude Le Goaer | Mgmt | For | For | For | |||
28 | Ratify Martina Grundler | Mgmt | For | For | For | |||
29 | Ratify Godfrey Hayward | Mgmt | For | For | For | |||
30 | Ratify Frank Kirsch | Mgmt | For | For | For | |||
31 | Ratify Jurgen Lawrenz | Mgmt | For | For | For | |||
32 | Ratify Primiano Di Paolo | Mgmt | For | For | For | |||
33 | Ratify Jim Hagemann Snabe | Mgmt | For | For | For | |||
34 | Appointment of Auditor | Mgmt | For | For | For | |||
35 | Remuneration Report | Mgmt | For | Against | Against | |||
36 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | |||
37 | Amendments to Articles (Virtual Shareholder Meetings) | Mgmt | For | For | For | |||
38 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | For | For | |||
39 | Amendments to Articles (Shareholder Meeting Location) | Mgmt | For | For | For | |||
40 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
41 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
42 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
43 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Allison Transmission Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ALSN | CUSIP 01973R101 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Judy L. Altmaier | Mgmt | For | For | For | |||
2 | Elect D. Scott Barbour | Mgmt | For | For | For | |||
3 | Elect Philip J. Christman | Mgmt | For | For | For | |||
4 | Elect David C. Everitt | Mgmt | For | For | For | |||
5 | Elect David S. Graziosi | Mgmt | For | For | For | |||
6 | Elect Carolann I. Haznedar | Mgmt | For | For | For | |||
7 | Elect Richard P. Lavin | Mgmt | For | For | For | |||
8 | Elect Sasha Ostojic | Mgmt | For | For | For | |||
9 | Elect Gustave F. Perna | Mgmt | For | For | For | |||
10 | Elect Krishna Shivram | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Ally Financial Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ALLY | CUSIP 36186C202 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Franklin W. Hobbs | Mgmt | For | For | For | |||
2 | Elect Kenneth J. Bacon | Mgmt | For | For | For | |||
3 | Elect William H. Cary | Mgmt | For | For | For | |||
4 | Elect Mayree C. Clark | Mgmt | For | For | For | |||
5 | Elect Kim S. Fennebresque | Mgmt | For | Against | Against | |||
6 | Elect Melissa Goldman | Mgmt | For | For | For | |||
7 | Elect Marjorie Magner | Mgmt | For | For | For | |||
8 | Elect David Reilly | Mgmt | For | For | For | |||
9 | Elect Brian H. Sharples | Mgmt | For | For | For | |||
10 | Elect Michael F. Steib | Mgmt | For | For | For | |||
11 | Elect Jeffrey J. Brown | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
Alphabet Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GOOGL | CUSIP 02079K305 | 06/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Larry Page | Mgmt | For | For | For | |||
2 | Elect Sergey Brin | Mgmt | For | For | For | |||
3 | Elect Sundar Pichai | Mgmt | For | For | For | |||
4 | Elect John L. Hennessy | Mgmt | For | For | For | |||
5 | Elect Frances H. Arnold | Mgmt | For | For | For | |||
6 | Elect R. Martin Chavez | Mgmt | For | For | For | |||
7 | Elect L. John Doerr | Mgmt | For | For | For | |||
8 | Elect Roger W. Ferguson, Jr. | Mgmt | For | For | For | |||
9 | Elect Ann Mather | Mgmt | For | Against | Against | |||
10 | Elect K. Ram Shriram | Mgmt | For | For | For | |||
11 | Elect Robin L. Washington | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Amendment to the 2021 Stock Plan | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
16 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Lobbying Activity Alignment with Climate Commitments and the Paris Agreement | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Siting in Countries of Significant Human Rights Concern | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Human Rights Impact Assessment | ShrHoldr | Against | For | Against | |||
22 | Shareholder Proposal Regarding Algorithm Disclosures | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Alignment of YouTube Policies With Legislation | ShrHoldr | Against | Against | For | |||
24 | Shareholder Proposal Regarding Content Governance Report | ShrHoldr | Against | Against | For | |||
25 | Shareholder Proposal Regarding Assessment of Audit and Compliance Committee | ShrHoldr | Against | Against | For | |||
26 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
27 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | |||
28 | Shareholder Proposal Regarding Recapitalization | ShrHoldr | Against | Against | For | |||
Altice USA, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ATUS | CUSIP 02156K103 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Alexandre Fonseca | Mgmt | For | Against | Against | |||
2 | Elect Patrick Drahi | Mgmt | For | Against | Against | |||
3 | Elect David Drahi | Mgmt | For | Against | Against | |||
4 | Elect Dexter Goei | Mgmt | For | Against | Against | |||
5 | Elect Mark Mullen | Mgmt | For | Against | Against | |||
6 | Elect Dennis Okhuijsen | Mgmt | For | Against | Against | |||
7 | Elect Susan C. Schnabel | Mgmt | For | Against | Against | |||
8 | Elect Charles Stewart | Mgmt | For | Against | Against | |||
9 | Elect Raymond Svider | Mgmt | For | Against | Against | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
Amazon.com, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMZN | CUSIP 023135106 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jeffrey P. Bezos | Mgmt | For | For | For | |||
2 | Elect Andrew R. Jassy | Mgmt | For | For | For | |||
3 | Elect Keith B. Alexander | Mgmt | For | For | For | |||
4 | Elect Edith W. Cooper | Mgmt | For | For | For | |||
5 | Elect Jamie S. Gorelick | Mgmt | For | For | For | |||
6 | Elect Daniel P. Huttenlocher | Mgmt | For | For | For | |||
7 | Elect Judith A. McGrath | Mgmt | For | For | For | |||
8 | Elect Indra K. Nooyi | Mgmt | For | For | For | |||
9 | Elect Jonathan J. Rubinstein | Mgmt | For | For | For | |||
10 | Elect Patricia Q. Stonesifer | Mgmt | For | For | For | |||
11 | Elect Wendell P. Weeks | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Amendment to the 1997 Stock Incentive Plan | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Report on Customer Due Diligence | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | |||
24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | ShrHoldr | Against | Against | For | |||
25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | ShrHoldr | Against | Against | For | |||
27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | |||
28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | ShrHoldr | Against | Against | For | |||
29 | Shareholder Proposal Regarding Formation of Public Policy Committee | ShrHoldr | Against | Against | For | |||
30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | ShrHoldr | Against | Against | For | |||
31 | Shareholder Proposal Regarding Report on Working Conditions | ShrHoldr | Against | Against | For | |||
32 | Shareholder Proposal Regarding Report on Plastic Packaging | ShrHoldr | Against | Against | For | |||
33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | ShrHoldr | Against | Against | For | |||
Amdocs Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DOX | CINS G02602103 | 01/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Guernsey | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Director Robert A. Minicucci | Mgmt | For | For | For | |||
1.2 | Elect Director Adrian Gardner | Mgmt | For | For | For | |||
1.3 | Elect Director Rafael de la Vega | Mgmt | For | For | For | |||
1.4 | Elect Director Eli Gelman | Mgmt | For | For | For | |||
1.5 | Elect Director Richard T.C. LeFave | Mgmt | For | For | For | |||
1.6 | Elect Director John A. MacDonald | Mgmt | For | For | For | |||
1.7 | Elect Director Shuky Sheffer | Mgmt | For | For | For | |||
1.8 | Elect Director Yvette Kanouff | Mgmt | For | For | For | |||
1.9 | Elect Director Sarah Ruth Davis | Mgmt | For | For | For | |||
1.10 | Elect Director Amos Genish | Mgmt | For | For | For | |||
2 | Approve Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
3 | Approve an Increase in the Quarterly Cash Dividend Rate | Mgmt | For | For | For | |||
4 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
5 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
Ameren Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AEE | CUSIP 023608102 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Warner L. Baxter | Mgmt | For | For | For | |||
2 | Elect Cynthia J. Brinkley | Mgmt | For | For | For | |||
3 | Elect Catherine S. Brune | Mgmt | For | For | For | |||
4 | Elect J. Edward Coleman | Mgmt | For | For | For | |||
5 | Elect Ward H. Dickson | Mgmt | For | For | For | |||
6 | Elect Noelle K. Eder | Mgmt | For | For | For | |||
7 | Elect Ellen M. Fitzsimmons | Mgmt | For | For | For | |||
8 | Elect Rafael Flores | Mgmt | For | For | For | |||
9 | Elect Richard J. Harshman | Mgmt | For | For | For | |||
10 | Elect Craig S. Ivey | Mgmt | For | For | For | |||
11 | Elect James C. Johnson | Mgmt | For | For | For | |||
12 | Elect Martin J. Lyons, Jr. | Mgmt | For | For | For | |||
13 | Elect Steven H. Lipstein | Mgmt | For | For | For | |||
14 | Elect Leo S. Mackay, Jr. | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
18 | Shareholder Proposal Regarding Revision of Scope 1 and 2 GHG Targets to Align with Paris Agreement | ShrHoldr | Against | Against | For | |||
American Campus Communities, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ACC | CINS 024835100 | 08/04/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Merger Agreement | Mgmt | For | For | For | |||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | |||
3 | Adjourn Meeting | Mgmt | For | For | For | |||
American Electric Power Company, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AEP | CUSIP 025537101 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Nicholas K. Akins | Mgmt | For | For | For | |||
2 | Elect J. Barnie Beasley, Jr. | Mgmt | For | For | For | |||
3 | Elect Benjamin G.S. Fowke III | Mgmt | For | For | For | |||
4 | Elect Art A. Garcia | Mgmt | For | For | For | |||
5 | Elect Linda A. Goodspeed | Mgmt | For | For | For | |||
6 | Elect Donna A. James | Mgmt | For | For | For | |||
7 | Elect Sandra Beach Lin | Mgmt | For | For | For | |||
8 | Elect Margaret M. McCarthy | Mgmt | For | For | For | |||
9 | Elect Oliver G. Richard, III | Mgmt | For | For | For | |||
10 | Elect Daryl Roberts | Mgmt | For | For | For | |||
11 | Elect Julia A. Sloat | Mgmt | For | For | For | |||
12 | Elect Sara Martinez Tucker | Mgmt | For | For | For | |||
13 | Elect Lewis Von Thaer | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
American Express Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AXP | CUSIP 025816109 | 05/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Thomas J. Baltimore, Jr. | Mgmt | For | Against | Against | |||
2 | Elect John J. Brennan | Mgmt | For | For | For | |||
3 | Elect Peter Chernin | Mgmt | For | For | For | |||
4 | Elect Walter J. Clayton III | Mgmt | For | Against | Against | |||
5 | Elect Ralph de la Vega | Mgmt | For | For | For | |||
6 | Elect Theodore J. Leonsis | Mgmt | For | For | For | |||
7 | Elect Deborah P. Majoras | Mgmt | For | For | For | |||
8 | Elect Karen L. Parkhill | Mgmt | For | For | For | |||
9 | Elect Charles E. Phillips, Jr. | Mgmt | For | For | For | |||
10 | Elect Lynn A. Pike | Mgmt | For | For | For | |||
11 | Elect Stephen J. Squeri | Mgmt | For | For | For | |||
12 | Elect Daniel L. Vasella | Mgmt | For | For | For | |||
13 | Elect Lisa W. Wardell | Mgmt | For | For | For | |||
14 | Elect Christopher D. Young | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
18 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | |||
19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | |||
American Financial Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AFG | CUSIP 025932104 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Carl H. Lindner, III | Mgmt | For | For | For | |||
1.2 | Elect S. Craig Lindner | Mgmt | For | For | For | |||
1.3 | Elect John B. Berding | Mgmt | For | For | For | |||
1.4 | Elect James E. Evans | Mgmt | For | Withhold | Against | |||
1.5 | Elect Terry S. Jacobs | Mgmt | For | For | For | |||
1.6 | Elect Gregory G. Joseph | Mgmt | For | For | For | |||
1.7 | Elect Mary Beth Martin | Mgmt | For | For | For | |||
1.8 | Elect Amy Y. Murray | Mgmt | For | For | For | |||
1.9 | Elect Evans N. Nwankwo | Mgmt | For | For | For | |||
1.10 | Elect William W. Verity | Mgmt | For | Withhold | Against | |||
1.11 | Elect John I. Von Lehman | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
American International Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AIG | CUSIP 026874784 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Paola Bergamaschi Broyd | Mgmt | For | For | For | |||
2 | Elect James Cole, Jr. | Mgmt | For | For | For | |||
3 | Elect W. Don Cornwell | Mgmt | For | For | For | |||
4 | Elect Linda A. Mills | Mgmt | For | For | For | |||
5 | Elect Diana M. Murphy | Mgmt | For | For | For | |||
6 | Elect Peter R. Porrino | Mgmt | For | For | For | |||
7 | Elect John G. Rice | Mgmt | For | For | For | |||
8 | Elect Therese M. Vaughan | Mgmt | For | For | For | |||
9 | Elect Vanessa A. Wittman | Mgmt | For | For | For | |||
10 | Elect Peter S. Zaffino | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
American Tower Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMT | CUSIP 03027X100 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Thomas A. Bartlett | Mgmt | For | For | For | |||
2 | Elect Kelly C. Chambliss | Mgmt | For | For | For | |||
3 | Elect Teresa H. Clarke | Mgmt | For | For | For | |||
4 | Elect Raymond P. Dolan | Mgmt | For | For | For | |||
5 | Elect Kenneth R. Frank | Mgmt | For | For | For | |||
6 | Elect Robert D. Hormats | Mgmt | For | For | For | |||
7 | Elect Grace D. Lieblein | Mgmt | For | For | For | |||
8 | Elect Craig Macnab | Mgmt | For | For | For | |||
9 | Elect JoAnn A. Reed | Mgmt | For | For | For | |||
10 | Elect Pamela D.A. Reeve | Mgmt | For | For | For | |||
11 | Elect Bruce L. Tanner | Mgmt | For | For | For | |||
12 | Elect Samme L. Thompson | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Ameriprise Financial, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMP | CUSIP 03076C106 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect James M. Cracchiolo | Mgmt | For | For | For | |||
2 | Elect Robert F. Sharpe, Jr. | Mgmt | For | For | For | |||
3 | Elect Dianne Neal Blixt | Mgmt | For | For | For | |||
4 | Elect Amy DiGeso | Mgmt | For | For | For | |||
5 | Elect Christopher J. Williams | Mgmt | For | For | For | |||
6 | Elect Armando Pimentel, Jr. | Mgmt | For | For | For | |||
7 | Elect Brian T. Shea | Mgmt | For | For | For | |||
8 | Elect W. Edward Walter III | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
11 | Amendment to the 2005 Incentive Compensation Plan | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
AmerisourceBergen Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ABC | CUSIP 03073E105 | 03/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Ornella Barra | Mgmt | For | For | For | |||
2 | Elect Director Steven H. Collis | Mgmt | For | For | For | |||
3 | Elect Director D. Mark Durcan | Mgmt | For | For | For | |||
4 | Elect Director Richard W. Gochnauer | Mgmt | For | For | For | |||
5 | Elect Director Lon R. Greenberg | Mgmt | For | For | For | |||
6 | Elect Director Kathleen W. Hyle | Mgmt | For | For | For | |||
7 | Elect Director Lorence H. Kim | Mgmt | For | For | For | |||
8 | Elect Director Henry W. McGee | Mgmt | For | For | For | |||
9 | Elect Director Redonda G. Miller | Mgmt | For | For | For | |||
10 | Elect Director Dennis M. Nally | Mgmt | For | For | For | |||
11 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
13 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
14 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | ShrHoldr | Against | Against | For | |||
AMETEK, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AME | CUSIP 031100100 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Thomas A. Amato | Mgmt | For | For | For | |||
2 | Elect Anthony J. Conti | Mgmt | For | For | For | |||
3 | Elect Gretchen W. McClain | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
AMGEN Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMGN | CUSIP 031162100 | 05/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Wanda M. Austin | Mgmt | For | For | For | |||
2 | Elect Robert A. Bradway | Mgmt | For | For | For | |||
3 | Elect Michael V. Drake | Mgmt | For | For | For | |||
4 | Elect Brian J. Druker | Mgmt | For | For | For | |||
5 | Elect Robert A. Eckert | Mgmt | For | For | For | |||
6 | Elect Greg C. Garland | Mgmt | For | For | For | |||
7 | Elect Charles M. Holley, Jr. | Mgmt | For | For | For | |||
8 | Elect S. Omar Ishrak | Mgmt | For | For | For | |||
9 | Elect Tyler Jacks | Mgmt | For | For | For | |||
10 | Elect Ellen J. Kullman | Mgmt | For | For | For | |||
11 | Elect Amy E. Miles | Mgmt | For | For | For | |||
12 | Elect Ronald D. Sugar | Mgmt | For | For | For | |||
13 | Elect R. Sanders Williams | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
Anglo American plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AAL | CINS G03764134 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Final Dividend | Mgmt | For | For | For | |||
3 | Elect Magali Anderson | Mgmt | For | For | For | |||
4 | Elect Stuart Chambers | Mgmt | For | For | For | |||
5 | Elect Duncan G. Wanblad | Mgmt | For | For | For | |||
6 | Elect Stephen T. Pearce | Mgmt | For | For | For | |||
7 | Elect Ian R. Ashby | Mgmt | For | For | For | |||
8 | Elect Marcelo H. Bastos | Mgmt | For | For | For | |||
9 | Elect Hilary Maxson | Mgmt | For | For | For | |||
10 | Elect Hixonia Nyasulu | Mgmt | For | For | For | |||
11 | Elect Nonkululeko M.C. Nyembezi | Mgmt | For | For | For | |||
12 | Elect Ian Tyler | Mgmt | For | For | For | |||
13 | Appointment of Auditor | Mgmt | For | For | For | |||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
15 | Remuneration Policy | Mgmt | For | For | For | |||
16 | Remuneration Report | Mgmt | For | For | For | |||
17 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
18 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
20 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
APA Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
APA | CUSIP 03743Q108 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Annell R. Bay | Mgmt | For | For | For | |||
2 | Elect John J. Christmann IV | Mgmt | For | For | For | |||
3 | Elect Juliet S. Ellis | Mgmt | For | For | For | |||
4 | Elect Charles W. Hooper | Mgmt | For | For | For | |||
5 | Elect Chansoo Joung | Mgmt | For | For | For | |||
6 | Elect H. Lamar McKay | Mgmt | For | For | For | |||
7 | Elect Amy H. Nelson | Mgmt | For | For | For | |||
8 | Elect Daniel W. Rabun | Mgmt | For | For | For | |||
9 | Elect Peter A. Ragauss | Mgmt | For | For | For | |||
10 | Elect David L. Stover | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Amendment to Allow Exculpation of Officers | Mgmt | For | For | For | |||
Apartment Income REIT Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AIRC | CINS 03750L109 | 12/07/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Terry Considine | Mgmt | For | For | For | |||
2 | Elect Director Thomas N. Bohjalian | Mgmt | For | For | For | |||
3 | Elect Director Kristin R. Finney-Cooke | Mgmt | For | For | For | |||
4 | Elect Director Thomas L. Keltner | Mgmt | For | For | For | |||
5 | Elect Director Devin I. Murphy | Mgmt | For | For | For | |||
6 | Elect Director Margarita Palau-Hernandez | Mgmt | For | For | For | |||
7 | Elect Director John Dinha Rayis | Mgmt | For | For | For | |||
8 | Elect Director Ann Sperling | Mgmt | For | For | For | |||
9 | Elect Director Nina A. Tran | Mgmt | For | For | For | |||
10 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
11 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
12 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||
Apollo Global Management, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
APO | CINS 03769M106 | 10/07/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Marc A. Beilinson | Mgmt | For | Withhold | Against | |||
2 | Elect Director Scott Kleinman | Mgmt | For | Withhold | Against | |||
3 | Elect Director A.B. Krongard | Mgmt | For | Withhold | Against | |||
4 | Elect Director Pauline Richards | Mgmt | For | Withhold | Against | |||
5 | Elect Director Marc Rowan | Mgmt | For | Withhold | Against | |||
6 | Elect Director David Simon | Mgmt | For | Withhold | Against | |||
7 | Elect Director Lynn Swann | Mgmt | For | Withhold | Against | |||
8 | Elect Director James Zelter | Mgmt | For | Withhold | Against | |||
9 | Elect Director James R. Belardi | Mgmt | For | Withhold | Against | |||
10 | Elect Director Jessica Bibliowicz | Mgmt | For | Withhold | Against | |||
11 | Elect Director Walter (Jay) Clayton, III | Mgmt | For | Withhold | Against | |||
12 | Elect Director Michael Ducey | Mgmt | For | Withhold | Against | |||
13 | Elect Director Richard Emerson | Mgmt | For | Withhold | Against | |||
14 | Elect Director Kerry Murphy Healey | Mgmt | For | Withhold | Against | |||
15 | Elect Director Mitra Hormozi | Mgmt | For | Withhold | Against | |||
16 | Elect Director Pamela Joyner | Mgmt | For | Withhold | Against | |||
17 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
Apollo Hospitals Enterprise Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
508869 | CINS Y0187F138 | 08/25/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Dividend | Mgmt | For | For | For | |||
3 | Reelect Shobana Kamineni as Director | Mgmt | For | For | For | |||
4 | Approve Deloitte Haskins & Sells, LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
5 | Approve Appointment of Prathap C Reddy as Whole Time Director Designated as Executive Chairman | Mgmt | For | For | For | |||
6 | Approve Payment of Remuneration to Prathap C Reddy as Executive Chairman, Preetha Reddy as Executive Vice Chairperson, Suneeta Reddy as Managing Director, Smt.Sangita Reddy as Joint Managing Director and Shobana Kamineni as Executive Vice-Chairperson | Mgmt | For | For | For | |||
7 | Approve Offer or Invitation to Subscribe to Non-Convertible Debentures on Private Placement Basis | Mgmt | For | For | For | |||
8 | Approve Remuneration of Cost Auditors | Mgmt | For | For | For | |||
Apple Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AAPL | CUSIP 037833100 | 03/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director James Bell | Mgmt | For | For | For | |||
2 | Elect Director Tim Cook | Mgmt | For | For | For | |||
3 | Elect Director Al Gore | Mgmt | For | For | For | |||
4 | Elect Director Alex Gorsky | Mgmt | For | For | For | |||
5 | Elect Director Andrea Jung | Mgmt | For | For | For | |||
6 | Elect Director Art Levinson | Mgmt | For | For | For | |||
7 | Elect Director Monica Lozano | Mgmt | For | For | For | |||
8 | Elect Director Ron Sugar | Mgmt | For | For | For | |||
9 | Elect Director Sue Wagner | Mgmt | For | For | For | |||
10 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
11 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
12 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
13 | Report on Civil Rights and Non-Discrimination Audit | ShrHoldr | Against | Against | For | |||
14 | Report on Operations in Communist China | ShrHoldr | Against | Against | For | |||
15 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | ShrHoldr | Against | Against | For | |||
16 | Report on Median Gender/Racial Pay Gap | ShrHoldr | Against | Against | For | |||
17 | Amend Proxy Access Right | ShrHoldr | Against | Against | For | |||
Applied Materials, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMAT | CUSIP 038222105 | 03/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Rani Borkar | Mgmt | For | For | For | |||
2 | Elect Director Judy Bruner | Mgmt | For | For | For | |||
3 | Elect Director Xun (Eric) Chen | Mgmt | For | For | For | |||
4 | Elect Director Aart J. de Geus | Mgmt | For | For | For | |||
5 | Elect Director Gary E. Dickerson | Mgmt | For | For | For | |||
6 | Elect Director Thomas J. Iannotti | Mgmt | For | For | For | |||
7 | Elect Director Alexander A. Karsner | Mgmt | For | For | For | |||
8 | Elect Director Kevin P. March | Mgmt | For | For | For | |||
9 | Elect Director Yvonne McGill | Mgmt | For | For | For | |||
10 | Elect Director Scott A. McGregor | Mgmt | For | For | For | |||
11 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
12 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||
14 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | ShrHoldr | Against | Against | For | |||
15 | Improve Executive Compensation Program and Policy | ShrHoldr | Against | Against | For | |||
Aptiv PLC | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
APTV | CUSIP G6095L109 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Kevin P. Clark | Mgmt | For | For | For | |||
2 | Elect Richard L. Clemmer | Mgmt | For | For | For | |||
3 | Elect Nancy E. Cooper | Mgmt | For | For | For | |||
4 | Elect Joseph L. Hooley | Mgmt | For | For | For | |||
5 | Elect Merit E. Janow | Mgmt | For | For | For | |||
6 | Elect Sean O. Mahoney | Mgmt | For | For | For | |||
7 | Elect Paul M. Meister | Mgmt | For | For | For | |||
8 | Elect Robert K. Ortberg | Mgmt | For | For | For | |||
9 | Elect Colin J. Parris | Mgmt | For | For | For | |||
10 | Elect Ana G. Pinczuk | Mgmt | For | For | For | |||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
Archer-Daniels-Midland Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ADM | CUSIP 039483102 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michael S. Burke | Mgmt | For | For | For | |||
2 | Elect Theodore Colbert | Mgmt | For | For | For | |||
3 | Elect James C. Collins Jr. | Mgmt | For | For | For | |||
4 | Elect Terrell K. Crews | Mgmt | For | For | For | |||
5 | Elect Ellen de Brabander | Mgmt | For | For | For | |||
6 | Elect Suzan F. Harrison | Mgmt | For | For | For | |||
7 | Elect Juan R. Luciano | Mgmt | For | For | For | |||
8 | Elect Patrick J. Moore | Mgmt | For | Against | Against | |||
9 | Elect Debra A. Sandler | Mgmt | For | For | For | |||
10 | Elect Lei Z. Schlitz | Mgmt | For | For | For | |||
11 | Elect Kelvin R. Westbrook | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Arezzo Industria E Comercio S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ARZZ3 | CINS P04508100 | 04/28/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
4 | Directors' Reports | Mgmt | For | TNA | N/A | |||
5 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||
6 | Board Size | Mgmt | For | TNA | N/A | |||
7 | Request Cumulative Voting | Mgmt | N/A | TNA | N/A | |||
8 | Elect Alessandro Giuseppe Carlucci | Mgmt | For | TNA | N/A | |||
9 | Elect Jose Ernesto Beni Bolonha | Mgmt | For | TNA | N/A | |||
10 | Elect Alexandre Cafe Birman | Mgmt | For | TNA | N/A | |||
11 | Elect Guilherme Affonso Ferreira | Mgmt | For | TNA | N/A | |||
12 | Elect Renata Figueiredo de Moraes Vichi | Mgmt | For | TNA | N/A | |||
13 | Elect Rony Meisler | Mgmt | For | TNA | N/A | |||
14 | Elect Juliana Buchaim Correa da Fonseca | Mgmt | For | TNA | N/A | |||
15 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
16 | Proportional Allocation of Cumulative Votes | Mgmt | N/A | TNA | N/A | |||
17 | Allocate Cumulative Votes to Alessandro Giuseppe Carlucci | Mgmt | N/A | TNA | N/A | |||
18 | Allocate Cumulative Votes to Jose Ernesto Beni Bolonha | Mgmt | N/A | TNA | N/A | |||
19 | Allocate Cumulative Votes Alexandre Cafe Birman | Mgmt | N/A | TNA | N/A | |||
20 | Allocate Cumulative Votes to Guilherme Affonso Ferreira | Mgmt | N/A | TNA | N/A | |||
21 | Allocate Cumulative Votes to Renata Figueiredo de Moraes Vichi | Mgmt | N/A | TNA | N/A | |||
22 | Allocate Cumulative Votes to Rony Meisler | Mgmt | N/A | TNA | N/A | |||
23 | Allocate Cumulative Votes to Juliana Buchaim Correa da Fonseca | Mgmt | N/A | TNA | N/A | |||
24 | Request Separate Election for Board Member | Mgmt | N/A | TNA | N/A | |||
25 | Elect Alessandro Giuseppe Carlucci as Board Chair | Mgmt | For | TNA | N/A | |||
26 | Elect Jose Ernesto Beni Bolonha as Board Vice Chair | Mgmt | For | TNA | N/A | |||
27 | Ratify Directors' Independence Status | Mgmt | For | TNA | N/A | |||
28 | Remuneration Policy | Mgmt | For | TNA | N/A | |||
29 | Request Establishment of Supervisory Council | Mgmt | N/A | TNA | N/A | |||
Arezzo Industria E Comercio S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ARZZ3 | CINS P04508100 | 05/29/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Special | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Acquisition Agreement | Mgmt | For | TNA | N/A | |||
3 | Ratification of Appointment of Appraiser | Mgmt | For | TNA | N/A | |||
4 | Valuation Report | Mgmt | For | TNA | N/A | |||
5 | Acquisition (Calcados Vicenza) | Mgmt | For | TNA | N/A | |||
6 | Authority to Issue Shares | Mgmt | For | TNA | N/A | |||
7 | Amendments to Article 5 (Reconciliation of Share Capital) | Mgmt | For | TNA | N/A | |||
8 | Authorization of Legal Formalities | Mgmt | For | TNA | N/A | |||
9 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
Aristocrat Leisure Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ALL | CINS Q0521T108 | 02/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Philippe Etienne as Director | Mgmt | For | Against | Against | |||
2 | Elect Pat Ramsey as Director | Mgmt | For | Against | Against | |||
3 | Elect Kathleen Conlon as Director | Mgmt | For | Against | Against | |||
4 | Elect Bill Lance as Director | Mgmt | For | Against | Against | |||
5 | Elect Stephen Mayne as Director | ShrHoldr | Against | Against | For | |||
6 | Approve Grant of Performance Share Rights to Trevor Croker | Mgmt | For | Against | Against | |||
7 | Approve Remuneration Report | Mgmt | For | For | For | |||
8 | Approve Reinsertion of Proportional Takeover Approval Provisions | Mgmt | For | For | For | |||
Asahi Group Holdings, Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2502 | ISIN JP3116000005 | 03/28/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Akiyoshi Koji | Mgmt | For | For | For | |||
4 | Elect Atsushi Katsuki | Mgmt | For | For | For | |||
5 | Elect Keizo Tanimura | Mgmt | For | For | For | |||
6 | Elect Kaoru Sakita | Mgmt | For | For | For | |||
7 | Elect Christina L. Ahmadjian | Mgmt | For | For | For | |||
8 | Elect Kenichiro Sasae | Mgmt | For | For | For | |||
9 | Elect Tetsuji Ohashi | Mgmt | For | For | For | |||
10 | Elect Mari Matsunaga | Mgmt | For | For | For | |||
11 | Elect Yukitaka Fukuda | Mgmt | For | For | For | |||
12 | Elect Sanae Tanaka Sanae Kikugawa | Mgmt | For | For | For | |||
ASML Holding N.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ASML | CINS N07059202 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
5 | Remuneration Report | Mgmt | For | For | For | |||
6 | Accounts and Reports | Mgmt | For | For | For | |||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
8 | Allocation of Dividends | Mgmt | For | For | For | |||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
11 | Long-Term Incentive Plan; Authority to Issue Shares | Mgmt | For | For | For | |||
12 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | |||
13 | Supervisory Board Fees | Mgmt | For | For | For | |||
14 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
15 | Elect Nils Andersen to the Supervisory Board | Mgmt | For | For | For | |||
16 | Elect Jack P. de Kreij to the Supervisory Board | Mgmt | For | For | For | |||
17 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
18 | Appointment of Auditor | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
22 | Cancellation of Shares | Mgmt | For | For | For | |||
23 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
24 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Assa Abloy AB | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ASSAB | CINS W0817X204 | 04/26/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Sweden | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
7 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
8 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
9 | Election of Presiding Chair | Mgmt | For | TNA | N/A | |||
10 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
11 | Agenda | Mgmt | For | TNA | N/A | |||
12 | Minutes | Mgmt | For | TNA | N/A | |||
13 | Compliance with the Rules of Convocation | Mgmt | For | TNA | N/A | |||
14 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
15 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
16 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
17 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
18 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
19 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||
20 | Ratification of Board and CEO Acts | Mgmt | For | TNA | N/A | |||
21 | Board Size | Mgmt | For | TNA | N/A | |||
22 | Directors' Fees | Mgmt | For | TNA | N/A | |||
23 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | |||
24 | Election of Directors | Mgmt | For | TNA | N/A | |||
25 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
26 | Approval of Nomination Committee Guidelines | Mgmt | For | TNA | N/A | |||
27 | Remuneration Report | Mgmt | For | TNA | N/A | |||
28 | Authority to Repurchase and Reissue Shares | Mgmt | For | TNA | N/A | |||
29 | Adoption of Share-Based Incentives (LTI 2023) | Mgmt | For | TNA | N/A | |||
30 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
31 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
Assured Guaranty Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AGO | CUSIP G0585R106 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Francisco L. Borges | Mgmt | For | For | For | |||
2 | Elect G. Lawrence Buhl | Mgmt | For | For | For | |||
3 | Elect Dominic J. Frederico | Mgmt | For | For | For | |||
4 | Elect Bonnie L. Howard | Mgmt | For | For | For | |||
5 | Elect Thomas W. Jones | Mgmt | For | For | For | |||
6 | Elect Patrick W. Kenny | Mgmt | For | For | For | |||
7 | Elect Alan J. Kreczko | Mgmt | For | For | For | |||
8 | Elect Simon W. Leathes | Mgmt | For | For | For | |||
9 | Elect Yukiko Omura | Mgmt | For | For | For | |||
10 | Elect Lorin P.T. Radtke | Mgmt | For | For | For | |||
11 | Elect Courtney C. Shea | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | |||
15 | Ratification of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
16 | Elect Robert A. Bailenson | Mgmt | For | For | For | |||
17 | Elect Gary Burnet | Mgmt | For | For | For | |||
18 | Elect Ling Chow | Mgmt | For | For | For | |||
19 | Elect Stephen Donnarumma | Mgmt | For | For | For | |||
20 | Elect Dominic J. Frederico | Mgmt | For | For | For | |||
21 | Elect Darrin Futter | Mgmt | For | For | For | |||
22 | Elect Jorge Gana | Mgmt | For | For | For | |||
23 | Elect Holly L. Horn | Mgmt | For | For | For | |||
24 | Elect Walter A. Scott | Mgmt | For | For | For | |||
25 | Ratification of Subsidiary Auditor | Mgmt | For | For | For | |||
Astrazeneca plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AZN | CUSIP 046353108 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Final Dividend | Mgmt | For | For | For | |||
3 | Appointment of Auditor | Mgmt | For | For | For | |||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
5 | Elect Michel Demare | Mgmt | For | For | For | |||
6 | Elect Pascal Soriot | Mgmt | For | For | For | |||
7 | Elect Aradhana Sarin | Mgmt | For | For | For | |||
8 | Elect Philip Broadley | Mgmt | For | For | For | |||
9 | Elect Euan Ashley | Mgmt | For | For | For | |||
10 | Elect Deborah DiSanzo | Mgmt | For | For | For | |||
11 | Elect Diana Layfield | Mgmt | For | For | For | |||
12 | Elect Sherilyn S. McCoy | Mgmt | For | For | For | |||
13 | Elect Tony MOK Shu Kam | Mgmt | For | For | For | |||
14 | Elect Nazneen Rahman | Mgmt | For | For | For | |||
15 | Elect Andreas Rummelt | Mgmt | For | For | For | |||
16 | Elect Marcus Wallenberg | Mgmt | For | For | For | |||
17 | Remuneration Report | Mgmt | For | For | For | |||
18 | Authorisation of Political Donations | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
24 | Adoption of New Articles | Mgmt | For | For | For | |||
Astrazeneca plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AZN | CINS G0593M107 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Final Dividend | Mgmt | For | For | For | |||
3 | Appointment of Auditor | Mgmt | For | For | For | |||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
5 | Elect Michel Demare | Mgmt | For | For | For | |||
6 | Elect Pascal Soriot | Mgmt | For | For | For | |||
7 | Elect Aradhana Sarin | Mgmt | For | For | For | |||
8 | Elect Philip Broadley | Mgmt | For | For | For | |||
9 | Elect Euan Ashley | Mgmt | For | For | For | |||
10 | Elect Deborah DiSanzo | Mgmt | For | For | For | |||
11 | Elect Diana Layfield | Mgmt | For | For | For | |||
12 | Elect Sherilyn S. McCoy | Mgmt | For | For | For | |||
13 | Elect Tony MOK Shu Kam | Mgmt | For | For | For | |||
14 | Elect Nazneen Rahman | Mgmt | For | For | For | |||
15 | Elect Andreas Rummelt | Mgmt | For | For | For | |||
16 | Elect Marcus Wallenberg | Mgmt | For | For | For | |||
17 | Remuneration Report | Mgmt | For | For | For | |||
18 | Authorisation of Political Donations | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
24 | Adoption of New Articles | Mgmt | For | For | For | |||
AT&T Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
T | CUSIP 00206R102 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Scott T. Ford | Mgmt | For | For | For | |||
2 | Elect Glenn H. Hutchins | Mgmt | For | Against | Against | |||
3 | Elect William E. Kennard | Mgmt | For | For | For | |||
4 | Elect Stephen J. Luczo | Mgmt | For | For | For | |||
5 | Elect Michael B. McCallister | Mgmt | For | For | For | |||
6 | Elect Beth E. Mooney | Mgmt | For | For | For | |||
7 | Elect Matthew K. Rose | Mgmt | For | For | For | |||
8 | Elect John T. Stankey | Mgmt | For | For | For | |||
9 | Elect Cindy B. Taylor | Mgmt | For | For | For | |||
10 | Elect Luis A. Ubinas | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | |||
Atlassian Corporation Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TEAM | CINS G06242104 | 08/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Court | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Scheme of Arrangement | Mgmt | For | For | For | |||
Atlassian Corporation Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TEAM | CINS G06242104 | 08/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Scheme of Arrangement | Mgmt | For | For | For | |||
Autodesk, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ADSK | CUSIP 052769106 | 06/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Andrew Anagnost | Mgmt | For | For | For | |||
2 | Elect Karen Blasing | Mgmt | For | For | For | |||
3 | Elect Reid French | Mgmt | For | For | For | |||
4 | Elect Ayanna M. Howard | Mgmt | For | For | For | |||
5 | Elect Blake J. Irving | Mgmt | For | For | For | |||
6 | Elect Mary T. McDowell | Mgmt | For | For | For | |||
7 | Elect Stephen D. Milligan | Mgmt | For | For | For | |||
8 | Elect Lorrie M. Norrington | Mgmt | For | Against | Against | |||
9 | Elect Elizabeth S. Rafael | Mgmt | For | For | For | |||
10 | Elect Rami Rahim | Mgmt | For | For | For | |||
11 | Elect Stacy J. Smith | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Automatic Data Processing, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ADP | CINS 053015103 | 11/09/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
3 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
4 | Elect Director Peter Bisson | Mgmt | For | For | For | |||
5 | Elect Director David V. Goeckeler | Mgmt | For | For | For | |||
6 | Elect Director Linnie M. Haynesworth | Mgmt | For | For | For | |||
7 | Elect Director John P. Jones | Mgmt | For | For | For | |||
8 | Elect Director Francine S. Katsoudas | Mgmt | For | For | For | |||
9 | Elect Director Nazzic S. Keene | Mgmt | For | For | For | |||
10 | Elect Director Thomas J. Lynch | Mgmt | For | For | For | |||
11 | Elect Director Scott F. Powers | Mgmt | For | For | For | |||
12 | Elect Director William J. Ready | Mgmt | For | For | For | |||
13 | Elect Director Carlos A. Rodriguez | Mgmt | For | For | For | |||
14 | Elect Director Sandra S. Wijnberg | Mgmt | For | For | For | |||
AutoNation, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AN | ISIN US05329W1027 | 04/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Rick L. Burdick | Mgmt | For | For | For | |||
2 | Elect David B. Edelson | Mgmt | For | For | For | |||
3 | Elect Robert R. Grusky | Mgmt | For | For | For | |||
4 | Elect Norman K. Jenkins | Mgmt | For | For | For | |||
5 | Elect Lisa Lutoff-Perlo | Mgmt | For | For | For | |||
6 | Elect Michael Manley | Mgmt | For | For | For | |||
7 | Elect G. Mike Mikan | Mgmt | For | For | For | |||
8 | Elect Jacqueline A. Travisano | Mgmt | For | Against | Against | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
12 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
AutoZone, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AZO | CINS 053332102 | 12/14/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Jill A. Soltau | Mgmt | For | For | For | |||
2 | Elect Director Michael A. George | Mgmt | For | For | For | |||
3 | Elect Director Linda A. Goodspeed | Mgmt | For | For | For | |||
4 | Elect Director Earl G. Graves, Jr. | Mgmt | For | For | For | |||
5 | Elect Director Enderson Guimaraes | Mgmt | For | For | For | |||
6 | Elect Director Brian P. Hannasch | Mgmt | For | For | For | |||
7 | Elect Director D. Bryan Jordan | Mgmt | For | For | For | |||
8 | Elect Director Gale V. King | Mgmt | For | For | For | |||
9 | Elect Director George R. Mrkonic, Jr. | Mgmt | For | For | For | |||
10 | Elect Director William C. Rhodes, III | Mgmt | For | For | For | |||
11 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
AvalonBay Communities, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AVB | CUSIP 053484101 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Glyn F. Aeppel | Mgmt | For | For | For | |||
2 | Elect Terry S. Brown | Mgmt | For | For | For | |||
3 | Elect Ronald L. Havner, Jr. | Mgmt | For | For | For | |||
4 | Elect Stephen P. Hills | Mgmt | For | For | For | |||
5 | Elect Christopher B. Howard | Mgmt | For | For | For | |||
6 | Elect Richard J. Lieb | Mgmt | For | For | For | |||
7 | Elect Nnenna Lynch | Mgmt | For | For | For | |||
8 | Elect Charles E. Mueller, Jr. | Mgmt | For | For | For | |||
9 | Elect Timothy J. Naughton | Mgmt | For | For | For | |||
10 | Elect Benjamin W. Schall | Mgmt | For | For | For | |||
11 | Elect Susan Swanezy | Mgmt | For | For | For | |||
12 | Elect W. Edward Walter III | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
Aviva Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AV. | CINS G0683Q158 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | For | For | |||
3 | Approval of the Company's Climate-related Financial Disclosure | Mgmt | For | For | For | |||
4 | Final Dividend | Mgmt | For | For | For | |||
5 | Elect Michael Craston | Mgmt | For | For | For | |||
6 | Elect Charlotte C. Jones | Mgmt | For | For | For | |||
7 | Elect Amanda J. Blanc | Mgmt | For | For | For | |||
8 | Elect Andrea Blance | Mgmt | For | For | For | |||
9 | Elect George Culmer | Mgmt | For | For | For | |||
10 | Elect Patrick Flynn | Mgmt | For | For | For | |||
11 | Elect Shonaid Jemmett-Page | Mgmt | For | For | For | |||
12 | Elect Mohit Joshi | Mgmt | For | For | For | |||
13 | Elect Pippa Lambert | Mgmt | For | For | For | |||
14 | Elect Jim McConville | Mgmt | For | For | For | |||
15 | Elect Michael Mire | Mgmt | For | For | For | |||
16 | Elect Martin Strobel | Mgmt | For | For | For | |||
17 | Appointment of Auditor | Mgmt | For | For | For | |||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
19 | Authorisation of Political Donations | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
23 | Authority to Issue Solvency II Securities w/ Preemptive Rights | Mgmt | For | For | For | |||
24 | Authority to Issue Solvency II Securities w/o Preemptive Rights | Mgmt | For | For | For | |||
25 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
26 | Authority to Repurchase 8 3/4% Preference Shares | Mgmt | For | For | For | |||
27 | Authority to Repurchase 8 3/8% Preference Shares | Mgmt | For | For | For | |||
28 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
Aviva Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AV. | CINS G0683Q158 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Other | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Reduction in Share Premium Account | Mgmt | For | For | For | |||
2 | Reduction in Capital Redemption Reserve | Mgmt | For | For | For | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Axa | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CS | CINS F06106102 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
9 | Accounts and Reports | Mgmt | For | For | For | |||
10 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
11 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
12 | 2022 Remuneration Report | Mgmt | For | For | For | |||
13 | 2022 Remuneration of Denis Duverne, Chair (Until April 28, 2022) | Mgmt | For | For | For | |||
14 | 2022 Remuneration of Antoine Gosset-Grainville, Chair (From April 28, 2022) | Mgmt | For | For | For | |||
15 | 2022 Remuneration of Thomas Buberl, CEO | Mgmt | For | Against | Against | |||
16 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | |||
17 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
18 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
19 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||
20 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
21 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
22 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
23 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
24 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | |||
25 | Authority to Set Offering Price of Shares | Mgmt | For | For | For | |||
26 | Authority to Increase Capital in Case of Exchange Offers | Mgmt | For | For | For | |||
27 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
28 | Authority to Issue Shares w/o Preemptive Rights in Consideration for Securities Issued by Subsidiaries | Mgmt | For | For | For | |||
29 | Authority to Issue Shares w/ Preemptive Rights in Consideration for Securities Issued by Subsidiaries | Mgmt | For | For | For | |||
30 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
31 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | |||
32 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
33 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
B3 S.A. - Brasil Bolsa Balcao | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
B3SA3 | CINS P1909G107 | 04/27/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Special | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Amendments to Articles | Mgmt | For | TNA | N/A | |||
4 | Amendments to Article 3 (Corporate Purpose) | Mgmt | For | TNA | N/A | |||
5 | Amendments to Article 5 (Reconciliation of Share Capital) | Mgmt | For | TNA | N/A | |||
6 | Amendments to Articles 23 and 24 (Election of Directors) | Mgmt | For | TNA | N/A | |||
7 | Amendments to Articles 35 and 37 (Chair Duties) | Mgmt | For | TNA | N/A | |||
8 | Amendments to Article 46 (Audit Committee Composition) | Mgmt | For | TNA | N/A | |||
9 | Amendments to Article 76 (Indemnity) | Mgmt | For | TNA | N/A | |||
10 | Amendments to Articles 23 and 24 (Investiture) | Mgmt | For | TNA | N/A | |||
11 | Amendments to Articles | Mgmt | For | TNA | N/A | |||
12 | Consolidation of Articles | Mgmt | For | TNA | N/A | |||
B3 S.A. - Brasil Bolsa Balcao | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
B3SA3 | CINS P1909G107 | 04/27/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
3 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||
4 | Board Size | Mgmt | For | TNA | N/A | |||
5 | Election of Directors | Mgmt | For | TNA | N/A | |||
6 | Approve Recasting of Votes for Amended Slate | Mgmt | N/A | TNA | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
8 | Proportional Allocation of Cumulative Votes | Mgmt | N/A | TNA | N/A | |||
9 | Allocate Cumulative Votes to Ana Dolores Moura Carneiro de Novaes | Mgmt | N/A | TNA | N/A | |||
10 | Allocate Cumulative Votes to Antonio Carlos Quintella | Mgmt | N/A | TNA | N/A | |||
11 | Allocate Cumulative Votes to Caio Ibrahim David | Mgmt | N/A | TNA | N/A | |||
12 | Allocate Cumulative Votes to Claudia de Souza Ferris | Mgmt | N/A | TNA | N/A | |||
13 | Allocate Cumulative Votes to Claudia Farkouh Prado | Mgmt | N/A | TNA | N/A | |||
14 | Allocate Cumulative Votes to Cristina Anne Betts | Mgmt | N/A | TNA | N/A | |||
15 | Allocate Cumulative Votes to Florian Bartunek | Mgmt | N/A | TNA | N/A | |||
16 | Allocate Cumulative Votes to Guilherme Affonso Ferreira | Mgmt | N/A | TNA | N/A | |||
17 | Allocate Cumulative Votes to Mauricio Machado de Minas | Mgmt | N/A | TNA | N/A | |||
18 | Allocate Cumulative Votes to Pedro Paulo Giubbina Lorenzini | Mgmt | N/A | TNA | N/A | |||
19 | Allocate Cumulative Votes to Rodrigo Guedes Xavier | Mgmt | N/A | TNA | N/A | |||
20 | Remuneration Policy | Mgmt | For | TNA | N/A | |||
21 | Request Establishment of Supervisory Council | Mgmt | N/A | TNA | N/A | |||
22 | Election of Supervisory Council | Mgmt | For | TNA | N/A | |||
23 | Approve Recasting of Votes for Amended Supervisory Council Slate | Mgmt | N/A | TNA | N/A | |||
24 | Supervisory Council Fees | Mgmt | For | TNA | N/A | |||
25 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
B3 S.A. - Brasil Bolsa Balcao | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
B3SA3 | CINS P1909G107 | 06/01/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Special | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Request Cumulative Voting | Mgmt | N/A | TNA | N/A | |||
4 | Election of Directors | Mgmt | For | TNA | N/A | |||
5 | Approve Recasting of Votes for Amended Slate | Mgmt | For | TNA | N/A | |||
6 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
7 | Proportional Allocation of Cumulative Votes | Mgmt | N/A | TNA | N/A | |||
8 | Allocate Cumulative Votes to Ana Dolores Moura Carneiro de Novaes | Mgmt | N/A | TNA | N/A | |||
9 | Allocate Cumulative Votes to Antonio Carlos Quintella | Mgmt | N/A | TNA | N/A | |||
10 | Allocate Cumulative Votes to Caio Ibrahim David | Mgmt | N/A | TNA | N/A | |||
11 | Allocate Cumulative Votes to Claudia de Souza Ferris | Mgmt | N/A | TNA | N/A | |||
12 | Allocate Cumulative Votes to Claudia Farkouh Prado | Mgmt | N/A | TNA | N/A | |||
13 | Allocate Cumulative Votes to Cristina Anne Betts | Mgmt | N/A | TNA | N/A | |||
14 | Allocate Cumulative Votes to Florian Bartunek | Mgmt | N/A | TNA | N/A | |||
15 | Allocate Cumulative Votes to Guilherme Affonso Ferreira | Mgmt | N/A | TNA | N/A | |||
16 | Allocate Cumulative Votes to Mauricio Machado de Minas | Mgmt | N/A | TNA | N/A | |||
17 | Allocate Cumulative Votes to Pedro Paulo Giubbina Lorenzini | Mgmt | N/A | TNA | N/A | |||
18 | Allocate Cumulative Votes to Rodrigo Guedes Xavier | Mgmt | N/A | TNA | N/A | |||
19 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
BAE Systems plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BA. | CINS G06940103 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Policy | Mgmt | For | For | For | |||
3 | Remuneration Report | Mgmt | For | For | For | |||
4 | Final Dividend | Mgmt | For | For | For | |||
5 | Elect Nick Anderson | Mgmt | For | For | For | |||
6 | Elect Thomas Arseneault | Mgmt | For | For | For | |||
7 | Elect Crystal E. Ashby | Mgmt | For | For | For | |||
8 | Elect Elizabeth Corley | Mgmt | For | For | For | |||
9 | Elect Bradley Greve | Mgmt | For | For | For | |||
10 | Elect Jane Griffiths | Mgmt | For | For | For | |||
11 | Elect Chris Grigg | Mgmt | For | For | For | |||
12 | Elect Ewan Kirk | Mgmt | For | For | For | |||
13 | Elect Stephen T. Pearce | Mgmt | For | For | For | |||
14 | Elect Nicole W. Piasecki | Mgmt | For | For | For | |||
15 | Elect Charles Woodburn | Mgmt | For | For | For | |||
16 | Elect Cressida Hogg | Mgmt | For | For | For | |||
17 | Elect Mark Sedwill | Mgmt | For | For | For | |||
18 | Appointment of Auditor | Mgmt | For | For | For | |||
19 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
20 | Authorisation of Political Donations | Mgmt | For | For | For | |||
21 | Long-Term Incentive Plan | Mgmt | For | For | For | |||
22 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
23 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
24 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
25 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
Ball Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BALL | CUSIP 058498106 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Cathy D. Ross | Mgmt | For | For | For | |||
2 | Elect Betty J. Sapp | Mgmt | For | For | For | |||
3 | Elect Stuart A. Taylor, II | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Banco Bilbao Vizcaya Argentaria S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BBVA | CINS E11805103 | 03/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Ordinary | Spain | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Report on Non-Financial Information | Mgmt | For | For | For | |||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
6 | Ratification of Board Acts | Mgmt | For | For | For | |||
7 | Elect Raul Catarino Galamba de Oliveira | Mgmt | For | For | For | |||
8 | Elect Lourdes Maiz Carro | Mgmt | For | For | For | |||
9 | Elect Ana Leonor Revenga Shanklin | Mgmt | For | For | For | |||
10 | Elect Carlos Salazar Lomelin | Mgmt | For | For | For | |||
11 | Elect Sonia Dula | Mgmt | For | For | For | |||
12 | Authority to Cancel Treasury Shares and Reduce Capital | Mgmt | For | For | For | |||
13 | Remuneration Policy | Mgmt | For | For | For | |||
14 | Maximum Variable Pay Ratio | Mgmt | For | For | For | |||
15 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
16 | Remuneration Report | Mgmt | For | For | For | |||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Banco BTG Pactual SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BPAC11 | CINS P1R8ZJ253 | 09/23/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Partial Spin-Off of Banco Sistema S.A. and Absorption of Partial Spun-Off Assets Without Capital Increase | Mgmt | For | TNA | N/A | |||
2 | Ratify RSM ACAL Auditores Independentes S/S as Independent Firm to Appraise Proposed Transaction | Mgmt | For | TNA | N/A | |||
3 | Approve Agreement for Partial Spin-Off of Banco Sistema S.A. and Absorption of Partial Spun-Off Assets Without Capital Increase, and Approve Independent Firm's Appraisal | Mgmt | For | TNA | N/A | |||
4 | Authorize Board to Ratify and Execute Approved Resolutions | Mgmt | For | TNA | N/A | |||
Bandai Namco Holdings Inc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
7832 | CINS Y0606D102 | 06/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Masaru Kawaguchi | Mgmt | For | For | For | |||
4 | Elect Yuji Asako | Mgmt | For | For | For | |||
5 | Elect Nobuhiko Momoi | Mgmt | For | For | For | |||
6 | Elect Nao Udagawa Nao Ochiai | Mgmt | For | For | For | |||
7 | Elect Kazuhiro Takenaka | Mgmt | For | For | For | |||
8 | Elect Makoto Asanuma | Mgmt | For | For | For | |||
9 | Elect Hiroshi Kawasaki | Mgmt | For | For | For | |||
10 | Elect Shuji Otsu | Mgmt | For | For | For | |||
11 | Elect Koichi Kawana | Mgmt | For | Against | Against | |||
12 | Elect Toshio Shimada | Mgmt | For | For | For | |||
Bank Leumi Le-Israel Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LUMI | CINS M16043107 | 08/04/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual/Special | Israel | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Discuss Financial Statements and the Report of the Board | Mgmt | N/A | TNA | N/A | |||
2 | Reappoint Somekh Chaikin (KPMG) and Brightman Almagor Zohar and Co. (Deloitte) as Joint Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | TNA | N/A | |||
3 | Elect Dan Laluz as External Director | Mgmt | For | TNA | N/A | |||
4 | Elect Zvi Nagan as External Director | Mgmt | For | TNA | N/A | |||
5 | Elect Esther Eldan as Director | Mgmt | For | TNA | N/A | |||
6 | Elect Esther Dominisini as Director | Mgmt | For | TNA | N/A | |||
7 | Elect Irit Shlomi as Director | Mgmt | For | TNA | N/A | |||
8 | Amend Bank Articles | Mgmt | For | TNA | N/A | |||
9 | Approve Amended Compensation Policy for the Directors and Officers of the Company | Mgmt | For | TNA | N/A | |||
10 | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Mgmt | None | TNA | N/A | |||
11 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
12 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
13 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
Bank of America Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BAC | CUSIP 060505583 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Sharon L. Allen | Mgmt | For | For | For | |||
2 | Elect Jose E. Almeida | Mgmt | For | For | For | |||
3 | Elect Frank P. Bramble, Sr. | Mgmt | For | For | For | |||
4 | Elect Pierre J. P. de Weck | Mgmt | For | For | For | |||
5 | Elect Arnold W. Donald | Mgmt | For | For | For | |||
6 | Elect Linda P. Hudson | Mgmt | For | For | For | |||
7 | Elect Monica C. Lozano | Mgmt | For | For | For | |||
8 | Elect Brian T. Moynihan | Mgmt | For | For | For | |||
9 | Elect Lionel L. Nowell, III | Mgmt | For | For | For | |||
10 | Elect Denise L. Ramos | Mgmt | For | For | For | |||
11 | Elect Clayton S. Rose | Mgmt | For | For | For | |||
12 | Elect Michael D. White | Mgmt | For | For | For | |||
13 | Elect Thomas D. Woods | Mgmt | For | For | For | |||
14 | Elect Maria T. Zuber | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
18 | Amendment to the Bank of America Corporation Equity Plan | Mgmt | For | For | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Absolute GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | |||
24 | Shareholder Proposal Regarding a Racial Equity Audit | ShrHoldr | Against | Against | For | |||
Bank of Ireland Group Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BIRG | CINS G0756R109 | 05/23/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
3 | Final Dividend | Mgmt | For | TNA | N/A | |||
4 | Elect Myles O'Grady | Mgmt | For | TNA | N/A | |||
5 | Elect Giles Andrews | Mgmt | For | TNA | N/A | |||
6 | Elect Evelyn Bourke | Mgmt | For | TNA | N/A | |||
7 | Elect Ian Buchanan | Mgmt | For | TNA | N/A | |||
8 | Elect Eileen Fitzpatrick | Mgmt | For | TNA | N/A | |||
9 | Elect Richard Goulding | Mgmt | For | TNA | N/A | |||
10 | Elect Michele Greene | Mgmt | For | TNA | N/A | |||
11 | Elect Patrick Kennedy | Mgmt | For | TNA | N/A | |||
12 | Elect Fiona Muldoon | Mgmt | For | TNA | N/A | |||
13 | Elect Steve Pateman | Mgmt | For | TNA | N/A | |||
14 | Elect Mark Spain | Mgmt | For | TNA | N/A | |||
15 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
16 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | |||
17 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | TNA | N/A | |||
18 | Remuneration Report | Mgmt | For | TNA | N/A | |||
19 | Remuneration Policy | Mgmt | For | TNA | N/A | |||
20 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | |||
21 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | TNA | N/A | |||
22 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | TNA | N/A | |||
23 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | TNA | N/A | |||
24 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | TNA | N/A | |||
25 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | TNA | N/A | |||
26 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
27 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
28 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
29 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
30 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
Barclays plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BARC | CINS G08036124 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | Against | Against | |||
3 | Remuneration Policy | Mgmt | For | For | For | |||
4 | Elect Marc Moses | Mgmt | For | For | For | |||
5 | Elect Robert Berry | Mgmt | For | For | For | |||
6 | Elect Tim Breedon | Mgmt | For | For | For | |||
7 | Elect Anna Cross | Mgmt | For | For | For | |||
8 | Elect Mohamed A. El-Erian | Mgmt | For | For | For | |||
9 | Elect Dawn Fitzpatrick | Mgmt | For | For | For | |||
10 | Elect Mary E. Francis | Mgmt | For | For | For | |||
11 | Elect Crawford Gillies | Mgmt | For | For | For | |||
12 | Elect Brian Gilvary | Mgmt | For | For | For | |||
13 | Elect Nigel Higgins | Mgmt | For | For | For | |||
14 | Elect Diane L. Schueneman | Mgmt | For | For | For | |||
15 | Elect C. S Venkatakrishnan | Mgmt | For | For | For | |||
16 | Elect Julia Wilson | Mgmt | For | For | For | |||
17 | Appointment of Auditor | Mgmt | For | For | For | |||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
19 | Authorisation of Political Donations | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
23 | Authority to Issue Equity Convertible Notes w/ Preemptive Rights | Mgmt | For | For | For | |||
24 | Authority to Issue Equity Convertible Notes w/o Preemptive Rights | Mgmt | For | For | For | |||
25 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
26 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
Barratt Developments Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BDEV | CINS G08288105 | 10/17/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Remuneration Report | Mgmt | For | For | For | |||
3 | Approve Final Dividend | Mgmt | For | For | For | |||
4 | Elect Mike Scott as Director | Mgmt | For | For | For | |||
5 | Re-elect John Allan as Director | Mgmt | For | For | For | |||
6 | Re-elect David Thomas as Director | Mgmt | For | For | For | |||
7 | Re-elect Steven Boyes as Director | Mgmt | For | For | For | |||
8 | Re-elect Katie Bickerstaffe as Director | Mgmt | For | For | For | |||
9 | Re-elect Jock Lennox as Director | Mgmt | For | For | For | |||
10 | Re-elect Chris Weston as Director | Mgmt | For | For | For | |||
11 | Re-elect Sharon White as Director | Mgmt | For | For | For | |||
12 | Reappoint Deloitte LLP as Auditors | Mgmt | For | For | For | |||
13 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
14 | Authorise UK Political Donations and Expenditure | Mgmt | For | For | For | |||
15 | Authorise Issue of Equity | Mgmt | For | For | For | |||
16 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
17 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||
18 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Mgmt | For | Against | Against | |||
Bath & Body Works, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BBWI | CUSIP 070830104 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Patricia S. Bellinger | Mgmt | For | For | For | |||
2 | Elect Alessandro Bogliolo | Mgmt | For | For | For | |||
3 | Elect Gina R. Boswell | Mgmt | For | For | For | |||
4 | Elect Lucy Brady | Mgmt | For | For | For | |||
5 | Elect Francis A. Hondal | Mgmt | For | For | For | |||
6 | Elect Thomas J. Kuhn | Mgmt | For | For | For | |||
7 | Elect Danielle M. Lee | Mgmt | For | For | For | |||
8 | Elect Michael G. Morris | Mgmt | For | For | For | |||
9 | Elect Sarah E. Nash | Mgmt | For | For | For | |||
10 | Elect Juan Rajlin | Mgmt | For | For | For | |||
11 | Elect Stephen D. Steinour | Mgmt | For | For | For | |||
12 | Elect J.K. Symancyk | Mgmt | For | For | For | |||
13 | Elect Steven E. Voskuil | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Berkshire Hathaway Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BRKA | CUSIP 084670702 | 05/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Warren E. Buffett | Mgmt | For | For | For | |||
1.2 | Elect Charles T. Munger | Mgmt | For | For | For | |||
1.3 | Elect Gregory E. Abel | Mgmt | For | For | For | |||
1.4 | Elect Howard G. Buffett | Mgmt | For | For | For | |||
1.5 | Elect Susan A. Buffett | Mgmt | For | For | For | |||
1.6 | Elect Stephen B. Burke | Mgmt | For | For | For | |||
1.7 | Elect Kenneth I. Chenault | Mgmt | For | For | For | |||
1.8 | Elect Christopher C. Davis | Mgmt | For | For | For | |||
1.9 | Elect Susan L. Decker | Mgmt | For | For | For | |||
1.10 | Elect Charlotte Guyman | Mgmt | For | Withhold | Against | |||
1.11 | Elect Ajit Jain | Mgmt | For | For | For | |||
1.12 | Elect Thomas S. Murphy, Jr. | Mgmt | For | For | For | |||
1.13 | Elect Ronald L. Olson | Mgmt | For | Withhold | Against | |||
1.14 | Elect Wallace R. Weitz | Mgmt | For | For | For | |||
1.15 | Elect Meryl B. Witmer | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
4 | Shareholder Proposal Regarding Climate Report | ShrHoldr | Against | Against | For | |||
5 | Shareholder Proposal Regarding Disclosure and Oversight of Climate Change Risks | ShrHoldr | Against | Against | For | |||
6 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | ShrHoldr | Against | Against | For | |||
7 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | |||
8 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
9 | Shareholder Proposal Regarding Public Positions on Political Speech | ShrHoldr | Against | Against | For | |||
BHP Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BHP | CINS Q1498M100 | 11/10/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michelle Hinchliffe as Director | Mgmt | For | For | For | |||
2 | Elect Michelle Hinchliffe as Director | Mgmt | For | For | For | |||
3 | Elect Catherine Tanna as Director | Mgmt | For | For | For | |||
4 | Elect Catherine Tanna as Director | Mgmt | For | For | For | |||
5 | Elect Terry Bowen as Director | Mgmt | For | For | For | |||
6 | Elect Terry Bowen as Director | Mgmt | For | For | For | |||
7 | Elect Xiaoqun Clever as Director | Mgmt | For | For | For | |||
8 | Elect Xiaoqun Clever as Director | Mgmt | For | For | For | |||
9 | Elect Ian Cockerill as Director | Mgmt | For | For | For | |||
10 | Elect Ian Cockerill as Director | Mgmt | For | For | For | |||
11 | Elect Gary Goldberg as Director | Mgmt | For | For | For | |||
12 | Elect Gary Goldberg as Director | Mgmt | For | For | For | |||
13 | Elect Ken MacKenzie as Director | Mgmt | For | For | For | |||
14 | Elect Ken MacKenzie as Director | Mgmt | For | For | For | |||
15 | Elect Christine O'Reilly as Director | Mgmt | For | For | For | |||
16 | Elect Christine O'Reilly as Director | Mgmt | For | For | For | |||
17 | Elect Dion Weisler as Director | Mgmt | For | For | For | |||
18 | Elect Dion Weisler as Director | Mgmt | For | For | For | |||
19 | Approve Remuneration Report | Mgmt | For | For | For | |||
20 | Approve Remuneration Report | Mgmt | For | For | For | |||
21 | Approve Grant of Awards to Mike Henry | Mgmt | For | For | For | |||
22 | Approve Grant of Awards to Mike Henry | Mgmt | For | For | For | |||
23 | Approve the Amendments to the Company's Constitution | ShrHoldr | Against | Against | For | |||
24 | Approve the Amendments to the Company's Constitution | ShrHoldr | Against | Against | For | |||
25 | Approve Policy Advocacy | ShrHoldr | Against | Against | For | |||
26 | Approve Policy Advocacy | ShrHoldr | Against | Against | For | |||
27 | Approve Climate Accounting and Audit | ShrHoldr | Against | Against | For | |||
28 | Approve Climate Accounting and Audit | ShrHoldr | Against | Against | For | |||
Biomerieux S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BIM | CINS F1149Y232 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | |||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
9 | Ratification of Board Acts | Mgmt | For | For | For | |||
10 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
11 | Related Party Transactions (Fondation Christophe and Rodolphe Merieux) | Mgmt | For | For | For | |||
12 | Related Party Transactions (Specific Diagnostics) | Mgmt | For | For | For | |||
13 | Elect Philippe Archinard | Mgmt | For | Against | Against | |||
14 | Appointment of Auditor (Grant Thornton) | Mgmt | For | For | For | |||
15 | 2023 Remuneration Policy (Corporate Officers) | Mgmt | For | For | For | |||
16 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | |||
17 | 2023 Remuneration Policy (Deputy CEO) | Mgmt | For | Against | Against | |||
18 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
19 | 2022 Remuneration Report | Mgmt | For | For | For | |||
20 | 2022 Remuneration of Alexandre Merieux, Chair and CEO | Mgmt | For | For | For | |||
21 | 2022 Remuneration of Pierre Boulud, Deputy CEO | Mgmt | For | Against | Against | |||
22 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
23 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
24 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
25 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | Against | Against | |||
26 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights in Case of Exchange Offer | Mgmt | For | Against | Against | |||
27 | Authority to Set Offering Price of Shares | Mgmt | For | Against | Against | |||
28 | Greenshoe | Mgmt | For | Against | Against | |||
29 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | Against | Against | |||
30 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
31 | Authority to Issue Shares w/o Preemptive Rights in Consideration for Securities Issued by Subsidiaries | Mgmt | For | Against | Against | |||
32 | Authority to Grant Stock Options | Mgmt | For | Against | Against | |||
33 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
34 | Removal of Preemptive Rights Rights in Favour of Beneficiaries of Employee Stock Purchase Plans | Mgmt | For | For | For | |||
35 | Global Ceiling on Capital Increases and Debt Issuances | Mgmt | For | For | For | |||
36 | Acknowledgement of the Non-Conversion to a Corporate Form Societas Europaea (SE) | Mgmt | For | For | For | |||
37 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
38 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
39 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Bio-Rad Laboratories, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BIO | CUSIP 090572207 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Melinda Litherland | Mgmt | For | Against | Against | |||
2 | Elect Arnold A. Pinkston | Mgmt | For | Against | Against | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
6 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For | |||
BJ's Wholesale Club Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BJ | CUSIP 05550J101 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Christopher J. Baldwin | Mgmt | For | For | For | |||
1.2 | Elect Darryl Brown | Mgmt | For | For | For | |||
1.3 | Elect Bob Eddy | Mgmt | For | For | For | |||
1.4 | Elect Michelle Gloeckler | Mgmt | For | For | For | |||
1.5 | Elect Maile Naylor | Mgmt | For | For | For | |||
1.6 | Elect Ken Parent | Mgmt | For | For | For | |||
1.7 | Elect Christopher H. Peterson | Mgmt | For | For | For | |||
1.8 | Elect Robert A. Steele | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
Bluescope Steel Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BSL | CINS Q1415L177 | 11/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Approve Grant of Share Rights to Mark Vassella | Mgmt | For | For | For | |||
3 | Approve Grant of Alignment Rights to Mark Vassella | Mgmt | For | For | For | |||
4 | Approve the Increase in Maximum Aggregate Non-Executive Director Fee Pool | Mgmt | None | For | N/A | |||
5 | Elect Ewen Crouch as Director | Mgmt | For | For | For | |||
6 | Elect K'Lynne Johnson as Director | Mgmt | For | For | For | |||
7 | Elect ZhiQiang Zhang as Director | Mgmt | For | For | For | |||
8 | Elect Jane McAloon as Director | Mgmt | For | For | For | |||
9 | Elect Peter Alexander as Director | Mgmt | For | For | For | |||
Booking Holdings Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BKNG | CUSIP 09857L108 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Glenn D. Fogel | Mgmt | For | For | For | |||
1.2 | Elect Mirian M. Graddick-Weir | Mgmt | For | For | For | |||
1.3 | Elect Wei Hopeman | Mgmt | For | For | For | |||
1.4 | Elect Robert J. Mylod Jr. | Mgmt | For | For | For | |||
1.5 | Elect Charles H. Noski | Mgmt | For | For | For | |||
1.6 | Elect JosephLarry Quinlan | Mgmt | For | For | For | |||
1.7 | Elect Nicholas J. Read | Mgmt | For | For | For | |||
1.8 | Elect Thomas E. Rothman | Mgmt | For | For | For | |||
1.9 | Elect Sumit Singh | Mgmt | For | For | For | |||
1.10 | Elect Lynn M. Vojvodich Radakovich | Mgmt | For | For | For | |||
1.11 | Elect Vanessa A. Wittman | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
5 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
Booz Allen Hamilton Holding Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BAH | CINS 099502106 | 07/27/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Provide Right to Call Special Meeting | Mgmt | For | For | For | |||
4 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | ShrHoldr | Against | Against | For | |||
5 | Elect Director Horacio D. Rozanski | Mgmt | For | For | For | |||
6 | Elect Director Mark E. Gaumond | Mgmt | For | For | For | |||
7 | Elect Director Gretchen W. McClain | Mgmt | For | For | For | |||
8 | Elect Director Melody C. Barnes | Mgmt | For | For | For | |||
9 | Elect Director Ellen Jewett | Mgmt | For | For | For | |||
10 | Elect Director Arthur E. Johnson | Mgmt | For | For | For | |||
11 | Elect Director Charles O. Rossotti | Mgmt | For | For | For | |||
Boston Scientific Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BSX | CUSIP 101137107 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Nelda J. Connors | Mgmt | For | For | For | |||
2 | Elect Charles J. Dockendorff | Mgmt | For | For | For | |||
3 | Elect Yoshiaki Fujimori | Mgmt | For | For | For | |||
4 | Elect Edward J. Ludwig | Mgmt | For | For | For | |||
5 | Elect Michael F. Mahoney | Mgmt | For | For | For | |||
6 | Elect David J. Roux | Mgmt | For | For | For | |||
7 | Elect John E. Sununu | Mgmt | For | For | For | |||
8 | Elect David S. Wichmann | Mgmt | For | For | For | |||
9 | Elect Ellen M. Zane | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
Boyd Gaming Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BYD | CUSIP 103304101 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect John R. Bailey | Mgmt | For | For | For | |||
1.2 | Elect William R. Boyd | Mgmt | For | For | For | |||
1.3 | Elect Marianne Boyd Johnson | Mgmt | For | For | For | |||
1.4 | Elect Keith E. Smith | Mgmt | For | For | For | |||
1.5 | Elect Christine J. Spadafor | Mgmt | For | For | For | |||
1.6 | Elect A. Randall Thoman | Mgmt | For | For | For | |||
1.7 | Elect Peter M. Thomas | Mgmt | For | For | For | |||
1.8 | Elect Paul W. Whetsell | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
BP plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BP. | CINS G12793108 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | Against | Against | |||
3 | Remuneration Policy | Mgmt | For | For | For | |||
4 | Elect Helge Lund | Mgmt | For | For | For | |||
5 | Elect Bernard Looney | Mgmt | For | For | For | |||
6 | Elect Murray Auchincloss | Mgmt | For | For | For | |||
7 | Elect Paula Rosput Reynolds | Mgmt | For | For | For | |||
8 | Elect Melody B. Meyer | Mgmt | For | For | For | |||
9 | Elect Tushar Morzaria | Mgmt | For | For | For | |||
10 | Elect Sir John Sawers | Mgmt | For | For | For | |||
11 | Elect Pamela Daley | Mgmt | For | For | For | |||
12 | Elect Karen A. Richardson | Mgmt | For | For | For | |||
13 | Elect Johannes Teyssen | Mgmt | For | For | For | |||
14 | Elect Amanda J. Blanc | Mgmt | For | For | For | |||
15 | Elect Satish Pai | Mgmt | For | For | For | |||
16 | Elect Hina Nagarajan | Mgmt | For | For | For | |||
17 | Appointment of Auditor | Mgmt | For | For | For | |||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
19 | Authorisation of Political Donations | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
23 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
24 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
25 | Shareholder Proposal Regarding Reporting and Reducing Greenhouse Gas Emissions | ShrHoldr | Against | Against | For | |||
Brambles Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BXB | CINS Q6634U106 | 10/18/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Elect Kendra Banks as Director | Mgmt | For | Against | Against | |||
3 | Elect George El-Zoghbi as Director | Mgmt | For | Against | Against | |||
4 | Elect Jim Miller as Director | Mgmt | For | Against | Against | |||
5 | Approve Brambles Limited Performance Share Plan | Mgmt | For | For | For | |||
6 | Approve Participation of Graham Chipchase in the Performance Share Plan | Mgmt | For | For | For | |||
7 | Approve Participation of Nessa O'Sullivan in the Performance Share Plan | Mgmt | For | For | For | |||
8 | Approve Participation of Graham Chipchase in the MyShare Plan | Mgmt | For | For | For | |||
9 | Approve the Amendments to the Company's Constitution | Mgmt | For | For | For | |||
Bristol-Myers Squibb Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BMY | CUSIP 110122108 | 05/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter J. Arduini | Mgmt | For | For | For | |||
2 | Elect Deepak L. Bhatt | Mgmt | For | For | For | |||
3 | Elect Giovanni Caforio | Mgmt | For | For | For | |||
4 | Elect Julia A. Haller | Mgmt | For | For | For | |||
5 | Elect Manuel Hidalgo Medina | Mgmt | For | For | For | |||
6 | Elect Paula A. Price | Mgmt | For | For | For | |||
7 | Elect Derica W. Rice | Mgmt | For | For | For | |||
8 | Elect Theodore R. Samuels, II | Mgmt | For | For | For | |||
9 | Elect Gerald Storch | Mgmt | For | For | For | |||
10 | Elect Karen H. Vousden | Mgmt | For | For | For | |||
11 | Elect Phyllis R. Yale | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
16 | Shareholder Proposal Regarding Non-Discrimination Audit | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | ShrHoldr | Against | Against | For | |||
British American Tobacco Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BATS | CINS G1510J102 | 04/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | For | For | |||
3 | Appointment of Auditor | Mgmt | For | For | For | |||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
5 | Elect Luc Jobin | Mgmt | For | For | For | |||
6 | Elect Jack M. Bowles | Mgmt | For | For | For | |||
7 | Elect Tadeu Marroco | Mgmt | For | For | For | |||
8 | Elect Krishnan Anand | Mgmt | For | For | For | |||
9 | Elect Susan J. Farr | Mgmt | For | For | For | |||
10 | Elect Karen Guerra | Mgmt | For | For | For | |||
11 | Elect Holly K. Koeppel | Mgmt | For | For | For | |||
12 | Elect Dimitri Panayotopoulos | Mgmt | For | For | For | |||
13 | Elect J. Darrell Thomas | Mgmt | For | For | For | |||
14 | Elect Veronique Laury | Mgmt | For | For | For | |||
15 | Authorisation of Political Donations | Mgmt | For | For | For | |||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
17 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
19 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
20 | Adoption of New Articles | Mgmt | For | For | For | |||
Brixmor Property Group Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BRX | CUSIP 11120U105 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect James M. Taylor Jr. | Mgmt | For | For | For | |||
2 | Elect Michael Berman | Mgmt | For | For | For | |||
3 | Elect Julie Bowerman | Mgmt | For | For | For | |||
4 | Elect Sheryl M. Crosland | Mgmt | For | For | For | |||
5 | Elect Thomas W. Dickson | Mgmt | For | For | For | |||
6 | Elect Daniel B. Hurwitz | Mgmt | For | For | For | |||
7 | Elect Sandra A.J. Lawrence | Mgmt | For | For | For | |||
8 | Elect William D. Rahm | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Broadcom Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AVGO | ISIN US11135F2002 | 04/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Diane M. Bryant | Mgmt | For | For | For | |||
2 | Elect Gayla J. Delly | Mgmt | For | For | For | |||
3 | Elect Raul J. Fernandez | Mgmt | For | For | For | |||
4 | Elect Eddy W. Hartenstein | Mgmt | For | For | For | |||
5 | Elect Check Kian Low | Mgmt | For | For | For | |||
6 | Elect Justine F. Page | Mgmt | For | For | For | |||
7 | Elect Henry S. Samueli | Mgmt | For | For | For | |||
8 | Elect Hock E. Tan | Mgmt | For | For | For | |||
9 | Elect Harry L. You | Mgmt | For | Against | Against | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Amendment to the 2012 Stock Incentive Plan | Mgmt | For | Against | Against | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Brown & Brown, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BRO | CUSIP 115236101 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect J. Hyatt Brown | Mgmt | For | For | For | |||
1.2 | Elect J. Powell Brown | Mgmt | For | For | For | |||
1.3 | Elect Lawrence L. Gellerstedt, III | Mgmt | For | For | For | |||
1.4 | Elect James C. Hays | Mgmt | For | For | For | |||
1.5 | Elect Theodore J. Hoepner | Mgmt | For | For | For | |||
1.6 | Elect James S. Hunt | Mgmt | For | For | For | |||
1.7 | Elect Toni Jennings | Mgmt | For | For | For | |||
1.8 | Elect Timothy R.M. Main | Mgmt | For | For | For | |||
1.9 | Elect Jaymin B. Patel | Mgmt | For | For | For | |||
1.10 | Elect H. Palmer Proctor, Jr. | Mgmt | For | Withhold | Against | |||
1.11 | Elect Wendell S. Reilly | Mgmt | For | For | For | |||
1.12 | Elect Chilton D. Varner | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
BYD Co Ltd | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1211 | CINS Y1023R104 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Directors' Report | Mgmt | For | For | For | |||
3 | Supervisors' Report | Mgmt | For | For | For | |||
4 | Accounts and Reports | Mgmt | For | For | For | |||
5 | Annual Report | Mgmt | For | For | For | |||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
7 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
8 | Authority to Give Guarantees | Mgmt | For | Against | Against | |||
9 | Approval of Cap of Ordinary Connected Transactions | Mgmt | For | For | For | |||
10 | Authority to Issue H Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
11 | Authority to Issue Shares of BYD Electronic w/o Preemptive Rights | Mgmt | For | For | For | |||
12 | Authority to Issue Domestic and Overseas Debt Financing Instruments | Mgmt | For | For | For | |||
13 | Liability Insurance | Mgmt | For | Against | Against | |||
14 | Compliance Manual in Relation to Connected Transactions | Mgmt | For | For | For | |||
Cadence Design Systems, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CDNS | CUSIP 127387108 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Mark W. Adams | Mgmt | For | For | For | |||
2 | Elect Ita M. Brennan | Mgmt | For | For | For | |||
3 | Elect Lewis Chew | Mgmt | For | For | For | |||
4 | Elect Anirudh Devgan | Mgmt | For | For | For | |||
5 | Elect Mary L. Krakauer | Mgmt | For | For | For | |||
6 | Elect Julia Liuson | Mgmt | For | For | For | |||
7 | Elect James D. Plummer | Mgmt | For | For | For | |||
8 | Elect Alberto Sangiovanni-Vincentelli | Mgmt | For | For | For | |||
9 | Elect John B. Shoven | Mgmt | For | For | For | |||
10 | Elect Young K. Sohn | Mgmt | For | For | For | |||
11 | Amendment to the Omnibus Equity Incentive Plan | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Length of Share Ownership Required to Call Special Meetings | ShrHoldr | Against | Against | For | |||
CAE Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CAE | CINS 124765108 | 08/10/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Canada | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Ayman Antoun | Mgmt | For | For | For | |||
2 | Elect Director David G. Perkins | Mgmt | For | For | For | |||
3 | Elect Director Michael E. Roach | Mgmt | For | For | For | |||
4 | Elect Director Patrick M. Shanahan | Mgmt | For | For | For | |||
5 | Elect Director Andrew J. Stevens | Mgmt | For | For | For | |||
6 | Elect Director Margaret S. (Peg) Billson | Mgmt | For | For | For | |||
7 | Elect Director Elise Eberwein | Mgmt | For | For | For | |||
8 | Elect Director Michael M. Fortier | Mgmt | For | For | For | |||
9 | Elect Director Marianne Harrison | Mgmt | For | For | For | |||
10 | Elect Director Alan N. MacGibbon | Mgmt | For | For | For | |||
11 | Elect Director Mary Lou Maher | Mgmt | For | For | For | |||
12 | Elect Director Francois Olivier | Mgmt | For | For | For | |||
13 | Elect Director Marc Parent | Mgmt | For | For | For | |||
14 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation Approach | Mgmt | For | For | For | |||
Camden Property Trust | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CPT | CUSIP 133131102 | 05/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Richard J. Campo | Mgmt | For | For | For | |||
2 | Elect Javier E. Benito | Mgmt | For | For | For | |||
3 | Elect Heather J. Brunner | Mgmt | For | For | For | |||
4 | Elect Mark D. Gibson | Mgmt | For | For | For | |||
5 | Elect Scott S. Ingraham | Mgmt | For | For | For | |||
6 | Elect Renu Khator | Mgmt | For | For | For | |||
7 | Elect D. Keith Oden | Mgmt | For | For | For | |||
8 | Elect Frances Aldrich Sevilla-Sacasa | Mgmt | For | For | For | |||
9 | Elect Steven A. Webster | Mgmt | For | For | For | |||
10 | Elect Kelvin R. Westbrook | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Canadian Pacific Kansas City Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CP | CUSIP 13646K108 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Appointment of Auditor | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Advisory Vote on Approach to Climate Change | Mgmt | For | For | For | |||
4 | Elect John Baird | Mgmt | For | For | For | |||
5 | Elect Isabelle Courville | Mgmt | For | For | For | |||
6 | Elect Keith E. Creel | Mgmt | For | For | For | |||
7 | Elect Gillian H. Denham | Mgmt | For | For | For | |||
8 | Elect Antonio Garza | Mgmt | For | For | For | |||
9 | Elect David Garza-Santos | Mgmt | For | For | For | |||
10 | Elect Edward R. Hamberger | Mgmt | For | For | For | |||
11 | Elect Janet H. Kennedy | Mgmt | For | For | For | |||
12 | Elect Henry J. Maier | Mgmt | For | For | For | |||
13 | Elect Matthew H. Paull | Mgmt | For | For | For | |||
14 | Elect Jane L. Peverett | Mgmt | For | For | For | |||
15 | Elect Andrea Robertson | Mgmt | For | For | For | |||
16 | Elect Gordon T. Trafton | Mgmt | For | For | For | |||
Capital One Financial Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
COF | CUSIP 14040H105 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Richard D. Fairbank | Mgmt | For | For | For | |||
2 | Elect Ime Archibong | Mgmt | For | For | For | |||
3 | Elect Christine R. Detrick | Mgmt | For | For | For | |||
4 | Elect Ann Fritz Hackett | Mgmt | For | For | For | |||
5 | Elect Peter Thomas Killalea | Mgmt | For | For | For | |||
6 | Elect Eli Leenaars | Mgmt | For | For | For | |||
7 | Elect Francois Locoh-Donou | Mgmt | For | For | For | |||
8 | Elect Peter E. Raskind | Mgmt | For | For | For | |||
9 | Elect Eileen M. Serra | Mgmt | For | For | For | |||
10 | Elect Mayo A. Shattuck III | Mgmt | For | For | For | |||
11 | Elect Bradford H. Warner | Mgmt | For | For | For | |||
12 | Elect Craig Anthony Williams | Mgmt | For | For | For | |||
13 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Amendment to the 2004 Stock Incentive Plan | Mgmt | For | For | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
18 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
19 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | ShrHoldr | Against | Against | For | |||
Cardinal Health, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CAH | CINS 14149Y108 | 11/09/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Elect Director Steven K. Barg | Mgmt | For | For | For | |||
4 | Elect Director Michelle M. Brennan | Mgmt | For | For | For | |||
5 | Elect Director Sujatha Chandrasekaran | Mgmt | For | For | For | |||
6 | Elect Director Carrie S. Cox | Mgmt | For | For | For | |||
7 | Elect Director Bruce L. Downey | Mgmt | For | For | For | |||
8 | Elect Director Sheri H. Edison | Mgmt | For | For | For | |||
9 | Elect Director David C. Evans | Mgmt | For | For | For | |||
10 | Elect Director Patricia A. Hemingway Hall | Mgmt | For | For | For | |||
11 | Elect Director Jason M. Hollar | Mgmt | For | For | For | |||
12 | Elect Director Akhil Johri | Mgmt | For | For | For | |||
13 | Elect Director Gregory B. Kenny | Mgmt | For | For | For | |||
14 | Elect Director Nancy Killefer | Mgmt | For | For | For | |||
15 | Elect Director Christine A. Mundkur | Mgmt | For | For | For | |||
Carlsberg A/S | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CARL.B | CINS K36628137 | 03/13/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Denmark | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Receive Report of Board | Mgmt | N/A | TNA | N/A | |||
2 | Accept Financial Statements and Statutory Reports; Approve Discharge of Management and Board | Mgmt | For | TNA | N/A | |||
3 | Approve Allocation of Income and Dividends of DKK 27 Per Share | Mgmt | For | TNA | N/A | |||
4 | Approve Remuneration Report (Advisory Vote) | Mgmt | For | TNA | N/A | |||
5 | Ratify PricewaterhouseCoopers as Auditors | Mgmt | For | TNA | N/A | |||
6 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | Mgmt | For | TNA | N/A | |||
7 | Amend Remuneration Policy | Mgmt | For | TNA | N/A | |||
8 | Approve Remuneration of Directors in the Amount of DKK 2.05 Million for Chairman, DKK 910,000 for Vice Chair and DKK 455,000 for Other Directors; Approve Remuneration for Committee Work | Mgmt | For | TNA | N/A | |||
9 | Approve DKK 90 Million Reduction in Share Capital via Share Cancellation | Mgmt | For | TNA | N/A | |||
10 | Report on Efforts and Risks Related to Human Rights | ShrHoldr | Against | TNA | N/A | |||
11 | Reelect Henrik Poulsen as New Director | Mgmt | For | TNA | N/A | |||
12 | Reelect Majken Schultz as New Director | Mgmt | For | TNA | N/A | |||
13 | Reelect Mikael Aro as Director | Mgmt | For | TNA | N/A | |||
14 | Reelect Magdi Batato as Director | Mgmt | For | TNA | N/A | |||
15 | Reelect Lilian Fossum Biner as Director | Mgmt | For | TNA | N/A | |||
16 | Reelect Richard Burrows as Director | Mgmt | For | TNA | N/A | |||
17 | Reelect Punita Lal as Director | Mgmt | For | TNA | N/A | |||
18 | Reelect Soren-Peter Fuchs Olesen as Director | Mgmt | For | TNA | N/A | |||
Carrier Global Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CARR | ISIN US14448C1045 | 04/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jean-Pierre Garnier | Mgmt | For | For | For | |||
2 | Elect David L. Gitlin | Mgmt | For | For | For | |||
3 | Elect John J. Greisch | Mgmt | For | For | For | |||
4 | Elect Charles M. Holley, Jr. | Mgmt | For | For | For | |||
5 | Elect Michael M. McNamara | Mgmt | For | For | For | |||
6 | Elect Susan N. Story | Mgmt | For | For | For | |||
7 | Elect Michael A. Todman | Mgmt | For | For | For | |||
8 | Elect Virginia M. Wilson | Mgmt | For | Against | Against | |||
9 | Elect Beth A. Wozniak | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Caterpillar Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CAT | CUSIP 149123101 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Kelly A. Ayotte | Mgmt | For | For | For | |||
2 | Elect David L. Calhoun | Mgmt | For | For | For | |||
3 | Elect Daniel M. Dickinson | Mgmt | For | For | For | |||
4 | Elect James C. Fish, Jr. | Mgmt | For | For | For | |||
5 | Elect Gerald Johnson | Mgmt | For | For | For | |||
6 | Elect David W. MacLennan | Mgmt | For | For | For | |||
7 | Elect Judith F. Marks | Mgmt | For | For | For | |||
8 | Elect Debra L. Reed-Klages | Mgmt | For | For | For | |||
9 | Elect Susan C. Schwab | Mgmt | For | For | For | |||
10 | Elect D. James Umpleby III | Mgmt | For | For | For | |||
11 | Elect Rayford Wilkins Jr. | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Approval of the 2023 Long-Term Incentive Plan | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Effectiveness of Due Diligence Process | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | |||
CBRE Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CBRE | CUSIP 12504L109 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Brandon B. Boze | Mgmt | For | For | For | |||
2 | Elect Beth F. Cobert | Mgmt | For | For | For | |||
3 | Elect Reginald H. Gilyard | Mgmt | For | For | For | |||
4 | Elect Shira D. Goodman | Mgmt | For | For | For | |||
5 | Elect E.M. Blake Hutcheson | Mgmt | For | For | For | |||
6 | Elect Christopher T. Jenny | Mgmt | For | For | For | |||
7 | Elect Gerardo I. Lopez | Mgmt | For | For | For | |||
8 | Elect Susan Meaney | Mgmt | For | For | For | |||
9 | Elect Oscar Munoz | Mgmt | For | For | For | |||
10 | Elect Robert E. Sulentic | Mgmt | For | For | For | |||
11 | Elect Sanjiv Yajnik | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | |||
Centre Testing International Group Co Ltd | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
300012 | CINS Y1252N105 | 05/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Annual Report | Mgmt | For | For | For | |||
2 | Directors' Report | Mgmt | For | For | For | |||
3 | Supervisors' Report | Mgmt | For | For | For | |||
4 | Annual Accounts | Mgmt | For | For | For | |||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
6 | Reappointment of Auditor | Mgmt | For | For | For | |||
7 | Amendments to Articles | Mgmt | For | For | For | |||
Centre Testing International Group Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
300012 | CINS Y1252N105 | 09/21/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Liu Zhiquan as Independent Director | Mgmt | For | Against | Against | |||
2 | Elect Wan Feng as Director | Mgmt | For | Against | Against | |||
3 | Elect Shentu Xianzhong as Director | Mgmt | For | Against | Against | |||
4 | Elect Qian Feng as Director | Mgmt | For | Against | Against | |||
5 | Elect Liu Jidi as Director | Mgmt | For | Against | Against | |||
6 | Amend Articles of Association | Mgmt | For | Against | Against | |||
7 | Elect Cheng Haijin as Director | Mgmt | For | Against | Against | |||
8 | Elect Zeng Fanli as Director | Mgmt | For | Against | Against | |||
9 | Elect Liu Zhiquan as Director | Mgmt | For | Against | Against | |||
10 | Elect Chen Weiming as Supervisor | Mgmt | For | For | For | |||
11 | Elect Du Xuezhi as Supervisor | Mgmt | For | For | For | |||
12 | Approve Allowance Standards of Directors | Mgmt | For | For | For | |||
CF Industries Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CF | CUSIP 125269100 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Javed Ahmed | Mgmt | For | For | For | |||
2 | Elect Robert C. Arzbaecher | Mgmt | For | For | For | |||
3 | Elect Deborah L. DeHaas | Mgmt | For | For | For | |||
4 | Elect John W. Eaves | Mgmt | For | For | For | |||
5 | Elect Stephen J. Hagge | Mgmt | For | For | For | |||
6 | Elect Jesus Madrazo Yris | Mgmt | For | For | For | |||
7 | Elect Anne P. Noonan | Mgmt | For | For | For | |||
8 | Elect Michael J. Toelle | Mgmt | For | For | For | |||
9 | Elect Theresa E. Wagler | Mgmt | For | For | For | |||
10 | Elect Celso L. White | Mgmt | For | For | For | |||
11 | Elect W. Anthony Will | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Amendment to Articles to Limit the Liability of Certain Officers | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
Charter Communications, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CHTR | CUSIP 16119P108 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect W. Lance Conn | Mgmt | For | Against | Against | |||
2 | Elect Kim C. Goodman | Mgmt | For | Against | Against | |||
3 | Elect Craig A. Jacobson | Mgmt | For | Against | Against | |||
4 | Elect Gregory B. Maffei | Mgmt | For | Against | Against | |||
5 | Elect John D. Markley, Jr. | Mgmt | For | Against | Against | |||
6 | Elect David C. Merritt | Mgmt | For | Against | Against | |||
7 | Elect James E. Meyer | Mgmt | For | Against | Against | |||
8 | Elect Steven A. Miron | Mgmt | For | Against | Against | |||
9 | Elect Balan Nair | Mgmt | For | Against | Against | |||
10 | Elect Michael A. Newhouse | Mgmt | For | Against | Against | |||
11 | Elect Mauricio Ramos | Mgmt | For | Against | Against | |||
12 | Elect Thomas M. Rutledge | Mgmt | For | Against | Against | |||
13 | Elect Eric L. Zinterhofer | Mgmt | For | Against | Against | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
Cheniere Energy, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LNG | CUSIP 16411R208 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect G. Andrea Botta | Mgmt | For | For | For | |||
2 | Elect Jack A. Fusco | Mgmt | For | For | For | |||
3 | Elect Patricia K. Collawn | Mgmt | For | For | For | |||
4 | Elect Brian E. Edwards | Mgmt | For | For | For | |||
5 | Elect Denise Gray | Mgmt | For | For | For | |||
6 | Elect Lorraine Mitchelmore | Mgmt | For | For | For | |||
7 | Elect Donald F. Robillard, Jr. | Mgmt | For | For | For | |||
8 | Elect Matthew Runkle | Mgmt | For | For | For | |||
9 | Elect Neal A. Shear | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Risk Report on LNG Capital Investments Aligned with Paris Accord | ShrHoldr | Against | Against | For | |||
Chevron Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CVX | CUSIP 166764100 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Wanda M. Austin | Mgmt | For | For | For | |||
2 | Elect John B. Frank | Mgmt | For | Against | Against | |||
3 | Elect Alice P. Gast | Mgmt | For | For | For | |||
4 | Elect Enrique Hernandez, Jr. | Mgmt | For | For | For | |||
5 | Elect Marillyn A. Hewson | Mgmt | For | For | For | |||
6 | Elect Jon M. Huntsman Jr. | Mgmt | For | For | For | |||
7 | Elect Charles W. Moorman | Mgmt | For | For | For | |||
8 | Elect Dambisa F. Moyo | Mgmt | For | For | For | |||
9 | Elect Debra L. Reed-Klages | Mgmt | For | For | For | |||
10 | Elect D. James Umpleby III | Mgmt | For | For | For | |||
11 | Elect Cynthia J. Warner | Mgmt | For | For | For | |||
12 | Elect Michael K. Wirth | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Recalculated Emissions Baseline | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
China Mengniu Dairy Company Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2319 | CINS G21096105 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect Jeffrey LU Minfang and Approve Fees | Mgmt | For | Against | Against | |||
6 | Elect Simon Dominic Stevens and Approve Fees | Mgmt | For | Against | Against | |||
7 | Elect GE Jun and Approve Fees | Mgmt | For | Against | Against | |||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
9 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
11 | Amendments to Articles (Core Standards) | Mgmt | For | For | For | |||
12 | Amendments to Articles (Other Amendments) | Mgmt | For | For | For | |||
13 | Adoption of the New Memorandum and Articles of Association | Mgmt | For | For | For | |||
China Resources Gas Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1193 | CINS G2113B108 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Bermuda | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect WANG Chuandong | Mgmt | For | Against | Against | |||
6 | Elect GE Bin | Mgmt | For | Against | Against | |||
7 | Elect HE Youdong | Mgmt | For | Against | Against | |||
8 | Elect WONG Tak Shing | Mgmt | For | Against | Against | |||
9 | Elect YANG Yuchuan | Mgmt | For | Against | Against | |||
10 | Directors' Fees | Mgmt | For | For | For | |||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
12 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | |||
13 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
14 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | |||
Chipotle Mexican Grill, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CMG | CUSIP 169656105 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Albert S. Baldocchi | Mgmt | For | For | For | |||
2 | Elect Matthew Carey | Mgmt | For | For | For | |||
3 | Elect Gregg L. Engles | Mgmt | For | For | For | |||
4 | Elect Patricia D. Fili-Krushel | Mgmt | For | For | For | |||
5 | Elect Mauricio Gutierrez | Mgmt | For | For | For | |||
6 | Elect Robin Hickenlooper | Mgmt | For | For | For | |||
7 | Elect Scott H. Maw | Mgmt | For | For | For | |||
8 | Elect Brian Niccol | Mgmt | For | For | For | |||
9 | Elect Mary A. Winston | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
14 | Shareholder Proposal Regarding Policy on Freedom of Association | ShrHoldr | Against | Against | For | |||
Chow Tai Fook Jewellery Group Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1929 | CINS G21146108 | 07/27/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Final Dividend | Mgmt | For | For | For | |||
3 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
4 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Mgmt | For | For | For | |||
5 | Authorize Repurchase of Issued Share Capital | Mgmt | For | For | For | |||
6 | Amend Memorandum and Articles of Association and Adopt Amended and Restated Memorandum and Articles of Association | Mgmt | For | For | For | |||
7 | Elect Wong Siu-Kee, Kent as Director | Mgmt | For | For | For | |||
8 | Elect Cheng Chi-Kong, Adrian as Director | Mgmt | For | For | For | |||
9 | Elect Liu Chun-Wai, Bobby as Director | Mgmt | For | For | For | |||
10 | Elect Lam Kin-Fung, Jeffrey as Director | Mgmt | For | For | For | |||
11 | Elect Cheng Ka-Lai, Lily as Director | Mgmt | For | For | For | |||
12 | Authorize Board to Fix Remuneration of Directors | Mgmt | For | For | For | |||
Chubb Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CB | CUSIP H1467J104 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Allocation of Profits | Mgmt | For | For | For | |||
3 | Dividends from Reserves | Mgmt | For | For | For | |||
4 | Ratification of Board Acts | Mgmt | For | For | For | |||
5 | Election of Statutory Auditors | Mgmt | For | For | For | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
7 | Appointment of Special Auditor | Mgmt | For | For | For | |||
8 | Elect Evan G. Greenberg | Mgmt | For | For | For | |||
9 | Elect Michael P. Connors | Mgmt | For | For | For | |||
10 | Elect Michael G. Atieh | Mgmt | For | For | For | |||
11 | Elect Kathy Bonanno | Mgmt | For | For | For | |||
12 | Elect Nancy K. Buese | Mgmt | For | For | For | |||
13 | Elect Sheila P. Burke | Mgmt | For | For | For | |||
14 | Elect Michael L. Corbat | Mgmt | For | For | For | |||
15 | Elect Robert J. Hugin | Mgmt | For | For | For | |||
16 | Elect Robert W. Scully | Mgmt | For | For | For | |||
17 | Elect Theodore E. Shasta | Mgmt | For | For | For | |||
18 | Elect David H. Sidwell | Mgmt | For | For | For | |||
19 | Elect Olivier Steimer | Mgmt | For | For | For | |||
20 | Elect Frances F. Townsend | Mgmt | For | For | For | |||
21 | Elect Evan G. Greenberg as Chair | Mgmt | For | For | For | |||
22 | Elect Michael P. Connors | Mgmt | For | For | For | |||
23 | Elect David H. Sidwell | Mgmt | For | For | For | |||
24 | Elect Frances F. Townsend | Mgmt | For | For | For | |||
25 | Appointment of Independent Proxy (Switzerland) | Mgmt | For | For | For | |||
26 | Amendments to Articles (Revision of Law) | Mgmt | For | For | For | |||
27 | Amendment to Advance Notice Period | Mgmt | For | For | For | |||
28 | Cancellation of Shares | Mgmt | For | For | For | |||
29 | Amendment to Par Value | Mgmt | For | For | For | |||
30 | Board Compensation | Mgmt | For | For | For | |||
31 | Executive Compensation (Binding) | Mgmt | For | For | For | |||
32 | Compensation Report (Switzerland) | Mgmt | For | For | For | |||
33 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
34 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
35 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | ShrHoldr | Against | Against | For | |||
36 | Shareholder Proposal Regarding Human Rights Risks and Underwriting Process | ShrHoldr | Against | Against | For | |||
37 | Additional or Amended Proposals | Mgmt | For | Against | Against | |||
CHUGAI PHARMACEUTICAL CO.,LTD. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
4519 | ISIN JP3519400000 | 03/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Fumio Tateishi | Mgmt | For | For | For | |||
4 | Elect Hideo Teramoto | Mgmt | For | For | For | |||
5 | Elect Christoph Franz | Mgmt | For | For | For | |||
6 | Elect James H. Sabry | Mgmt | For | For | For | |||
7 | Elect Teresa A. Graham | Mgmt | For | For | For | |||
8 | Elect Shigehiro Yamada | Mgmt | For | For | For | |||
9 | Elect Yumiko Waseda | Mgmt | For | For | For | |||
Cintas Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CTAS | CINS 172908105 | 10/25/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
3 | Eliminate Supermajority Vote Requirement for Business Combinations with Interested Persons | Mgmt | For | For | For | |||
4 | Eliminate Supermajority Vote Requirement to Remove Directors for Cause | Mgmt | For | For | For | |||
5 | Eliminate Supermajority Vote Requirement for Shareholder Approval of Mergers, Share Exchanges, Asset Sales and Dissolutions | Mgmt | For | For | For | |||
6 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | ShrHoldr | Against | Against | For | |||
7 | Report on Political Contributions | ShrHoldr | Against | Against | For | |||
8 | Elect Director Gerald S. Adolph | Mgmt | For | For | For | |||
9 | Elect Director John F. Barrett | Mgmt | For | For | For | |||
10 | Elect Director Melanie W. Barstad | Mgmt | For | For | For | |||
11 | Elect Director Karen L. Carnahan | Mgmt | For | For | For | |||
12 | Elect Director Robert E. Coletti | Mgmt | For | For | For | |||
13 | Elect Director Scott D. Farmer | Mgmt | For | For | For | |||
14 | Elect Director Joseph Scaminace | Mgmt | For | For | For | |||
15 | Elect Director Todd M. Schneider | Mgmt | For | For | For | |||
16 | Elect Director Ronald W. Tysoe | Mgmt | For | For | For | |||
Cisco Systems, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CSCO | CINS 17275R102 | 12/08/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
3 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | ShrHoldr | Against | Against | For | |||
4 | Elect Director M. Michele Burns | Mgmt | For | For | For | |||
5 | Elect Director Wesley G. Bush | Mgmt | For | For | For | |||
6 | Elect Director Michael D. Capellas | Mgmt | For | For | For | |||
7 | Elect Director Mark Garrett | Mgmt | For | For | For | |||
8 | Elect Director John D. Harris, II | Mgmt | For | For | For | |||
9 | Elect Director Kristina M. Johnson | Mgmt | For | For | For | |||
10 | Elect Director Roderick C. McGeary | Mgmt | For | For | For | |||
11 | Elect Director Sarah Rae Murphy | Mgmt | For | For | For | |||
12 | Elect Director Charles H. Robbins | Mgmt | For | For | For | |||
13 | Elect Director Brenton L. Saunders | Mgmt | For | Against | Against | |||
14 | Elect Director Lisa T. Su | Mgmt | For | For | For | |||
15 | Elect Director Marianna Tessel | Mgmt | For | For | For | |||
Citigroup Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
C | CUSIP 172967424 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ellen M. Costello | Mgmt | For | For | For | |||
2 | Elect Grace E. Dailey | Mgmt | For | For | For | |||
3 | Elect Barbara J. Desoer | Mgmt | For | For | For | |||
4 | Elect John C. Dugan | Mgmt | For | For | For | |||
5 | Elect Jane N. Fraser | Mgmt | For | For | For | |||
6 | Elect Duncan P. Hennes | Mgmt | For | For | For | |||
7 | Elect Peter B. Henry | Mgmt | For | For | For | |||
8 | Elect S. Leslie Ireland | Mgmt | For | For | For | |||
9 | Elect Renee J. James | Mgmt | For | For | For | |||
10 | Elect Gary M. Reiner | Mgmt | For | For | For | |||
11 | Elect Diana L. Taylor | Mgmt | For | For | For | |||
12 | Elect James S. Turley | Mgmt | For | For | For | |||
13 | Elect Casper W. von Koskull | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Amendment to the 2019 Stock Incentive Plan | Mgmt | For | For | For | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
18 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Human Rights Standards for Indigenous Peoples | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | |||
CK Asset Holdings Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1113 | CINS G2177B101 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect Victor LI Tzar Kuoi | Mgmt | For | For | For | |||
6 | Elect Justin CHIU Kwok Hung | Mgmt | For | For | For | |||
7 | Elect Raymond CHOW Wai Kam | Mgmt | For | For | For | |||
8 | Elect Henry CHEONG Ying Chew | Mgmt | For | Against | Against | |||
9 | Elect Stephen Edward Bradley | Mgmt | For | For | For | |||
10 | Elect KWOK Eva Lee | Mgmt | For | For | For | |||
11 | Elect SNG Sow Mei alias POON Sow Mei | Mgmt | For | For | For | |||
12 | Elect Donny LAM Siu Hong | Mgmt | For | For | For | |||
13 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
14 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
15 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
CK Hutchison Holdings Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
0001 | CINS G21765105 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect Canning FOK Kin Ning | Mgmt | For | Against | Against | |||
6 | Elect KAM Hing Lam | Mgmt | For | Against | Against | |||
7 | Elect Roland CHOW Kun Chee | Mgmt | For | Against | Against | |||
8 | Elect Philip Lawrence Kadoorie | Mgmt | For | Against | Against | |||
9 | Elect Charles LEE Yeh Kwong | Mgmt | For | Against | Against | |||
10 | Elect Paul Joseph Tighe | Mgmt | For | Against | Against | |||
11 | Elect WONG Kwai Lam | Mgmt | For | Against | Against | |||
12 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
13 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | |||
14 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
Coca-Cola HBC AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CCH | CINS H1512E100 | 05/17/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Switzerland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
4 | Allocation of Losses | Mgmt | For | TNA | N/A | |||
5 | Dividend from Reserves | Mgmt | For | TNA | N/A | |||
6 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | |||
7 | Elect Anastassis G. David | Mgmt | For | TNA | N/A | |||
8 | Elect Zoran Bogdanovic | Mgmt | For | TNA | N/A | |||
9 | Elect Charlotte J. Boyle | Mgmt | For | TNA | N/A | |||
10 | Elect Reto Francioni | Mgmt | For | TNA | N/A | |||
11 | Elect Sola David-Borha | Mgmt | For | TNA | N/A | |||
12 | Elect William Douglas | Mgmt | For | TNA | N/A | |||
13 | Elect Anastasios I. Leventis | Mgmt | For | TNA | N/A | |||
14 | Elect Christo Leventis | Mgmt | For | TNA | N/A | |||
15 | Elect Alexandra Papalexopoulou-Benopoulou | Mgmt | For | TNA | N/A | |||
16 | Elect Anna Diamantopoulou | Mgmt | For | TNA | N/A | |||
17 | Elect Henrique Braun | Mgmt | For | TNA | N/A | |||
18 | Elect George Leventis | Mgmt | For | TNA | N/A | |||
19 | Elect Evguenia Stoitchkova | Mgmt | For | TNA | N/A | |||
20 | Election of Independent Proxy | Mgmt | For | TNA | N/A | |||
21 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
22 | Advisory Vote on Re-Appointment of the Independent Registered Public Accounting Firm for UK Purposes | Mgmt | For | TNA | N/A | |||
23 | Remuneration Report | Mgmt | For | TNA | N/A | |||
24 | Remuneration Policy | Mgmt | For | TNA | N/A | |||
25 | Swiss Remuneration Report | Mgmt | For | TNA | N/A | |||
26 | Directors' Fees | Mgmt | For | TNA | N/A | |||
27 | Approval of the Maximum Aggregate Amount of the Remuneration for the Executive Leadership Team | Mgmt | For | TNA | N/A | |||
28 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | |||
29 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
30 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
Coles Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
COL | CINS Q26203408 | 11/09/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Terry Bowen as Director | Mgmt | For | For | For | |||
2 | Elect Scott Price as Director | Mgmt | For | For | For | |||
3 | Elect James Graham as Director | Mgmt | For | For | For | |||
4 | Elect Jacqueline Chow as Director | Mgmt | For | For | For | |||
5 | Approve Remuneration Report | Mgmt | For | For | For | |||
6 | Approve Grant of STI Shares to Steven Cain | Mgmt | For | For | For | |||
7 | Approve Grant of Performance Rights to Steven Cain | Mgmt | For | For | For | |||
Colgate-Palmolive Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CL | CUSIP 194162103 | 05/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect John P. Bilbrey | Mgmt | For | For | For | |||
2 | Elect John T. Cahill | Mgmt | For | For | For | |||
3 | Elect Steve A. Cahillane | Mgmt | For | For | For | |||
4 | Elect Lisa M. Edwards | Mgmt | For | For | For | |||
5 | Elect C. Martin Harris | Mgmt | For | For | For | |||
6 | Elect Martina Hund-Mejean | Mgmt | For | For | For | |||
7 | Elect Kimberly A. Nelson | Mgmt | For | For | For | |||
8 | Elect Lorrie M. Norrington | Mgmt | For | For | For | |||
9 | Elect Michael B. Polk | Mgmt | For | For | For | |||
10 | Elect Stephen I. Sadove | Mgmt | For | For | For | |||
11 | Elect Noel R. Wallace | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
16 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | |||
Columbia Banking System, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
COLB | CUSIP 197236102 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Cort L. O'Haver | Mgmt | For | For | For | |||
2 | Elect Craig D. Eerkes | Mgmt | For | For | For | |||
3 | Elect Mark A. Finkelstein | Mgmt | For | For | For | |||
4 | Elect Eric Forrest | Mgmt | For | For | For | |||
5 | Elect Peggy Y. Fowler | Mgmt | For | For | For | |||
6 | Elect Randal Lund | Mgmt | For | For | For | |||
7 | Elect Luis F. Machuca | Mgmt | For | For | For | |||
8 | Elect S. Mae Fujita Numata | Mgmt | For | For | For | |||
9 | Elect Maria Pope | Mgmt | For | For | For | |||
10 | Elect John F. Schultz | Mgmt | For | For | For | |||
11 | Elect Elizabeth W. Seaton | Mgmt | For | For | For | |||
12 | Elect Clint E. Stein | Mgmt | For | For | For | |||
13 | Elect Hilliard C. Terry, III | Mgmt | For | For | For | |||
14 | Elect Anddria Varnado | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
Comcast Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CMCSA | CUSIP 20030N101 | 06/07/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Kenneth J. Bacon | Mgmt | For | For | For | |||
1.2 | Elect Thomas J. Baltimore, Jr. | Mgmt | For | Withhold | Against | |||
1.3 | Elect Madeline S. Bell | Mgmt | For | For | For | |||
1.4 | Elect Edward D. Breen | Mgmt | For | For | For | |||
1.5 | Elect Gerald L. Hassell | Mgmt | For | For | For | |||
1.6 | Elect Jeffrey A. Honickman | Mgmt | For | For | For | |||
1.7 | Elect Maritza Gomez Montiel | Mgmt | For | For | For | |||
1.8 | Elect Asuka Nakahara | Mgmt | For | For | For | |||
1.9 | Elect David C. Novak | Mgmt | For | For | For | |||
1.10 | Elect Brian L. Roberts | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Approval of the 2023 Omnibus Equity Incentive Plan | Mgmt | For | Against | Against | |||
4 | Amendment to the 2002 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | |||
8 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | ShrHoldr | Against | Against | For | |||
9 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | |||
10 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
11 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
Comerica Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CMA | CUSIP 200340107 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Nancy Avila | Mgmt | For | For | For | |||
2 | Elect Michael E. Collins | Mgmt | For | For | For | |||
3 | Elect Roger A. Cregg | Mgmt | For | For | For | |||
4 | Elect Curtis C. Farmer | Mgmt | For | For | For | |||
5 | Elect Jacqueline P. Kane | Mgmt | For | For | For | |||
6 | Elect Derek J. Kerr | Mgmt | For | For | For | |||
7 | Elect Richard G. Lindner | Mgmt | For | For | For | |||
8 | Elect Jennifer H. Sampson | Mgmt | For | For | For | |||
9 | Elect Barbara R. Smith | Mgmt | For | For | For | |||
10 | Elect Robert S. Taubman | Mgmt | For | For | For | |||
11 | Elect Reginald M. Turner, Jr. | Mgmt | For | For | For | |||
12 | Elect Nina Vaca | Mgmt | For | For | For | |||
13 | Elect Michael G. Van de Ven | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Compagnie de Saint-Gobain S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SGO | CINS F80343100 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Accounts and Reports | Mgmt | For | For | For | |||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
10 | Elect Dominique Leroy | Mgmt | For | For | For | |||
11 | Elect Jana Revedin | Mgmt | For | For | For | |||
12 | 2022 Remuneration of Pierre-Andre de Chalendar, Chair | Mgmt | For | For | For | |||
13 | 2022 Remuneration of Benoit Bazin, CEO | Mgmt | For | For | For | |||
14 | 2022 Remuneration Report | Mgmt | For | For | For | |||
15 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
16 | 2023 Remuneration Policy (CEO) | Mgmt | For | Against | Against | |||
17 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
18 | 2023 Directors' Fees | Mgmt | For | For | For | |||
19 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
20 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | |||
23 | Greenshoe | Mgmt | For | For | For | |||
24 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
25 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
26 | Authority to Set Offering Price of Shares | Mgmt | For | For | For | |||
27 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
28 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
29 | Amendments to Articles Regarding Directors' Share Ownership | Mgmt | For | For | For | |||
30 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Compagnie Financiere Richemont SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CFR | CINS H25662182 | 09/07/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Switzerland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | TNA | N/A | |||
2 | Approve Allocation of Income and Ordinary Dividends of CHF 2.25 per Registered A Share and CHF 0.225 per Registered B Share and a Special Dividend of CHF 1.00 per Registered A Share and CHF 0.10 per Registered B Share | Mgmt | For | TNA | N/A | |||
3 | Approve Discharge of Board and Senior Management | Mgmt | For | TNA | N/A | |||
4 | Elect Francesco Trapani as Representative of Category A Registered Shares | ShrHoldr | Against | TNA | N/A | |||
5 | Elect Wendy Luhabe as Representative of Category A Registered Shares | Mgmt | For | TNA | N/A | |||
6 | Reelect Jeff Moss as Director | Mgmt | For | TNA | N/A | |||
7 | Reelect Johann Rupert as Director and Board Chair | Mgmt | For | TNA | N/A | |||
8 | Reelect Vesna Nevistic as Director | Mgmt | For | TNA | N/A | |||
9 | Reelect Guillaume Pictet as Director | Mgmt | For | TNA | N/A | |||
10 | Reelect Maria Ramos as Director | Mgmt | For | TNA | N/A | |||
11 | Reelect Anton Rupert as Director | Mgmt | For | TNA | N/A | |||
12 | Reelect Patrick Thomas as Director | Mgmt | For | TNA | N/A | |||
13 | Reelect Jasmine Whitbread as Director | Mgmt | For | TNA | N/A | |||
14 | Elect Francesco Trapani as Director | ShrHoldr | Against | TNA | N/A | |||
15 | Reelect Josua Malherbe as Director | Mgmt | For | TNA | N/A | |||
16 | Reelect Nikesh Arora as Director | Mgmt | For | TNA | N/A | |||
17 | Reelect Clay Brendish as Director | Mgmt | For | TNA | N/A | |||
18 | Reelect Jean-Blaise Eckert as Director | Mgmt | For | TNA | N/A | |||
19 | Reelect Burkhart Grund as Director | Mgmt | For | TNA | N/A | |||
20 | Reelect Keyu Jin as Director | Mgmt | For | TNA | N/A | |||
21 | Reelect Jerome Lambert as Director | Mgmt | For | TNA | N/A | |||
22 | Reelect Wendy Luhabe as Director | Mgmt | For | TNA | N/A | |||
23 | Reappoint Clay Brendish as Member of the Compensation Committee | Mgmt | For | TNA | N/A | |||
24 | Reappoint Keyu Jin as Member of the Compensation Committee | Mgmt | For | TNA | N/A | |||
25 | Reappoint Guillaume Pictet as Member of the Compensation Committee | Mgmt | For | TNA | N/A | |||
26 | Reappoint Maria Ramos as Member of the Compensation Committee | Mgmt | For | TNA | N/A | |||
27 | Ratify PricewaterhouseCoopers SA as Auditors | Mgmt | For | TNA | N/A | |||
28 | Designate Etude Gampert Demierre Moreno as Independent Proxy | Mgmt | For | TNA | N/A | |||
29 | Approve Remuneration of Directors in the Amount of CHF 7.7 Million | Mgmt | For | TNA | N/A | |||
30 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 5.4 Million | Mgmt | For | TNA | N/A | |||
31 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 27.7 Million | Mgmt | For | TNA | N/A | |||
32 | Approve Increase in Size of Board to Six Members | ShrHoldr | Against | TNA | N/A | |||
33 | Amend Articles Re: Representatives of Holders of Category A and B Registered Shares | ShrHoldr | Against | TNA | N/A | |||
34 | Transact Other Business (Voting) | Mgmt | For | TNA | N/A | |||
ConocoPhillips | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
COP | CUSIP 20825C104 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Dennis Victor Arriola | Mgmt | For | For | For | |||
2 | Elect Jody L. Freeman | Mgmt | For | For | For | |||
3 | Elect Gay Huey Evans | Mgmt | For | For | For | |||
4 | Elect Jeffrey A. Joerres | Mgmt | For | For | For | |||
5 | Elect Ryan M. Lance | Mgmt | For | For | For | |||
6 | Elect Timothy A. Leach | Mgmt | For | For | For | |||
7 | Elect William H. McRaven | Mgmt | For | For | For | |||
8 | Elect Sharmila Mulligan | Mgmt | For | For | For | |||
9 | Elect Eric D. Mullins | Mgmt | For | For | For | |||
10 | Elect Arjun N. Murti | Mgmt | For | For | For | |||
11 | Elect Robert A. Niblock | Mgmt | For | For | For | |||
12 | Elect David T. Seaton | Mgmt | For | For | For | |||
13 | Elect R. A. Walker | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | N/A | 1 Year | N/A | |||
17 | Permit Shareholders to Call Special Meetings | Mgmt | For | For | For | |||
18 | Approval of the 2023 Omnibus Stock and Performance Incentive Plan | Mgmt | For | For | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | ShrHoldr | Against | Against | For | |||
Constellation Energy Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CEG | CUSIP 21037T109 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Joseph Dominguez | Mgmt | For | For | For | |||
1.2 | Elect Julie Holzrichter | Mgmt | For | For | For | |||
1.3 | Elect Ashish Khandpur | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
Copart, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CPRT | CINS 217204106 | 10/31/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Increase Authorized Common Stock | Mgmt | For | For | For | |||
2 | Adjourn Meeting | Mgmt | For | For | For | |||
Copart, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CPRT | CINS 217204106 | 12/02/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Cherylyn Harley LeBon | Mgmt | For | For | For | |||
2 | Elect Director Willis J. Johnson | Mgmt | For | For | For | |||
3 | Elect Director Carl D. Sparks | Mgmt | For | For | For | |||
4 | Elect Director A. Jayson Adair | Mgmt | For | For | For | |||
5 | Elect Director Matt Blunt | Mgmt | For | For | For | |||
6 | Elect Director Steven D. Cohan | Mgmt | For | For | For | |||
7 | Elect Director Daniel J. Englander | Mgmt | For | For | For | |||
8 | Elect Director James E. Meeks | Mgmt | For | For | For | |||
9 | Elect Director Thomas N. Tryforos | Mgmt | For | For | For | |||
10 | Elect Director Diane M. Morefield | Mgmt | For | For | For | |||
11 | Elect Director Stephen Fisher | Mgmt | For | For | For | |||
12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | |||
13 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
Corebridge Financial, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CRBG | CUSIP 21871X109 | 06/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Adam Burk | Mgmt | For | Against | Against | |||
2 | Elect Alan B. Colberg | Mgmt | For | Against | Against | |||
3 | Elect Lucy Fato | Mgmt | For | Against | Against | |||
4 | Elect Jonathan D. Gray | Mgmt | For | Against | Against | |||
5 | Elect Marilyn Hirsch | Mgmt | For | Against | Against | |||
6 | Elect Kevin Hogan | Mgmt | For | Against | Against | |||
7 | Elect Christopher S. Lynch | Mgmt | For | Against | Against | |||
8 | Elect Sabra Purtill | Mgmt | For | Against | Against | |||
9 | Elect Elaine Rocha | Mgmt | For | Against | Against | |||
10 | Elect Chris Schaper | Mgmt | For | Against | Against | |||
11 | Elect Amy Schioldager | Mgmt | For | Against | Against | |||
12 | Elect Patricia Walsh | Mgmt | For | Against | Against | |||
13 | Elect Peter S. Zaffino | Mgmt | For | Against | Against | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
Corteva, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CTVA | CUSIP 22052L104 | 04/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Lamberto Andreotti | Mgmt | For | For | For | |||
2 | Elect Klaus A. Engel | Mgmt | For | For | For | |||
3 | Elect David C. Everitt | Mgmt | For | For | For | |||
4 | Elect Janet Plaut Giesselman | Mgmt | For | For | For | |||
5 | Elect Karen H. Grimes | Mgmt | For | For | For | |||
6 | Elect Michael O. Johanns | Mgmt | For | For | For | |||
7 | Elect Rebecca B. Liebert | Mgmt | For | For | For | |||
8 | Elect Marcos Marinho Lutz | Mgmt | For | For | For | |||
9 | Elect Charles V. Magro | Mgmt | For | For | For | |||
10 | Elect Nayaki R. Nayyar | Mgmt | For | For | For | |||
11 | Elect Gregory R. Page | Mgmt | For | For | For | |||
12 | Elect Kerry J. Preete | Mgmt | For | For | For | |||
13 | Elect Patrick J. Ward | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
Costar Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CSGP | CUSIP 22160N109 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michael R. Klein | Mgmt | For | For | For | |||
2 | Elect Andrew C. Florance | Mgmt | For | For | For | |||
3 | Elect Michael J. Glosserman | Mgmt | For | For | For | |||
4 | Elect John W. Hill | Mgmt | For | For | For | |||
5 | Elect Laura Cox Kaplan | Mgmt | For | For | For | |||
6 | Elect Robert W. Musslewhite | Mgmt | For | For | For | |||
7 | Elect Christopher J. Nassetta | Mgmt | For | For | For | |||
8 | Elect Louise S. Sams | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Shareholder Proposal Regarding GHG Targets and Alignment with the Paris Agreement | ShrHoldr | Against | For | Against | |||
Costco Wholesale Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
COST | CUSIP 22160K105 | 01/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Susan L. Decker | Mgmt | For | For | For | |||
2 | Elect Director Kenneth D. Denman | Mgmt | For | For | For | |||
3 | Elect Director Richard A. Galanti | Mgmt | For | For | For | |||
4 | Elect Director Hamilton E. James | Mgmt | For | For | For | |||
5 | Elect Director W. Craig Jelinek | Mgmt | For | For | For | |||
6 | Elect Director Sally Jewell | Mgmt | For | For | For | |||
7 | Elect Director Charles T. Munger | Mgmt | For | For | For | |||
8 | Elect Director Jeffrey S. Raikes | Mgmt | For | For | For | |||
9 | Elect Director John W. Stanton | Mgmt | For | For | For | |||
10 | Elect Director Ron M. Vachris | Mgmt | For | For | For | |||
11 | Elect Director Mary Agnes (Maggie) Wilderotter | Mgmt | For | For | For | |||
12 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||
13 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
14 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
15 | Report on Risk Due to Restrictions on Reproductive Rights | ShrHoldr | Against | Against | For | |||
CRH Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CRH | CINS G25508105 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Accounts and Reports | Mgmt | For | For | For | |||
3 | Final Dividend | Mgmt | For | For | For | |||
4 | Remuneration Report | Mgmt | For | For | For | |||
5 | Elect Richard Boucher | Mgmt | For | For | For | |||
6 | Elect Caroline Dowling | Mgmt | For | For | For | |||
7 | Elect Richard H. Fearon | Mgmt | For | For | For | |||
8 | Elect Johan Karlstrom | Mgmt | For | For | For | |||
9 | Elect Shaun Kelly | Mgmt | For | For | For | |||
10 | Elect Badar Khan | Mgmt | For | For | For | |||
11 | Elect H. Lamar McKay | Mgmt | For | For | For | |||
12 | Elect Albert Manifold | Mgmt | For | For | For | |||
13 | Elect Jim Mintern | Mgmt | For | For | For | |||
14 | Elect Gillian L. Platt | Mgmt | For | For | For | |||
15 | Elect Mary K. Rhinehart | Mgmt | For | For | For | |||
16 | Elect Siobhan Talbot | Mgmt | For | For | For | |||
17 | Elect Christina Verchere | Mgmt | For | For | For | |||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
19 | Appointment of Auditor | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
23 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
CRH Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CRH | CINS G25508105 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Court | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Scheme of Arrangement (Settlement System Migration) | Mgmt | For | For | For | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
CRH Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CRH | CINS G25508105 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Approve Scheme of Arrangement | Mgmt | For | For | For | |||
4 | Change of Listing | Mgmt | For | For | For | |||
5 | Adoption of New Articles | Mgmt | For | For | For | |||
6 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
7 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||
8 | Amendments to Articles (Share Redemption) | Mgmt | For | For | For | |||
9 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Crown Castle Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CCI | CUSIP 22822V101 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect P. Robert Bartolo | Mgmt | For | For | For | |||
2 | Elect Jay A. Brown | Mgmt | For | For | For | |||
3 | Elect Cindy Christy | Mgmt | For | For | For | |||
4 | Elect Ari Q. Fitzgerald | Mgmt | For | For | For | |||
5 | Elect Andrea J. Goldsmith | Mgmt | For | For | For | |||
6 | Elect Tammy K. Jones | Mgmt | For | For | For | |||
7 | Elect Anthony J. Melone | Mgmt | For | For | For | |||
8 | Elect W. Benjamin Moreland | Mgmt | For | For | For | |||
9 | Elect Kevin A. Stephens | Mgmt | For | For | For | |||
10 | Elect Matthew Thornton III | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Amendment to Articles Regarding Officer Exculpation | Mgmt | For | For | For | |||
CSL Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CSL | CINS Q3018U109 | 10/12/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Approve Grant of Performance Share Units to Paul Perreault | Mgmt | For | For | For | |||
3 | Elect Marie McDonald as Director | Mgmt | For | Against | Against | |||
4 | Elect Megan Clark as Director | Mgmt | For | Against | Against | |||
CSX Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CSX | CUSIP 126408103 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Donna M. Alvarado | Mgmt | For | For | For | |||
2 | Elect Thomas P. Bostick | Mgmt | For | For | For | |||
3 | Elect Steven T. Halverson | Mgmt | For | For | For | |||
4 | Elect Paul C. Hilal | Mgmt | For | For | For | |||
5 | Elect Joseph R. Hinrichs | Mgmt | For | For | For | |||
6 | Elect David M. Moffett | Mgmt | For | For | For | |||
7 | Elect Linda H. Riefler | Mgmt | For | For | For | |||
8 | Elect Suzanne M. Vautrinot | Mgmt | For | For | For | |||
9 | Elect James L. Wainscott | Mgmt | For | For | For | |||
10 | Elect J. Steven Whisler | Mgmt | For | For | For | |||
11 | Elect John J. Zillmer | Mgmt | For | Against | Against | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Cummins Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CMI | CUSIP 231021106 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect N. Thomas Linebarger | Mgmt | For | For | For | |||
2 | Elect Jennifer W. Rumsey | Mgmt | For | For | For | |||
3 | Elect Gary L Belske | Mgmt | For | For | For | |||
4 | Elect Robert J. Bernhard | Mgmt | For | For | For | |||
5 | Elect Bruno V. Di Leo Allen | Mgmt | For | For | For | |||
6 | Elect Stephen B. Dobbs | Mgmt | For | For | For | |||
7 | Elect Carla A. Harris | Mgmt | For | For | For | |||
8 | Elect Thomas J. Lynch | Mgmt | For | Against | Against | |||
9 | Elect William I. Miller | Mgmt | For | For | For | |||
10 | Elect Georgia R. Nelson | Mgmt | For | For | For | |||
11 | Elect Kimberly A. Nelson | Mgmt | For | For | For | |||
12 | Elect Karen H. Quintos | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | Against | Against | |||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
18 | Shareholder Proposal Regarding Plan to Link Executive Compensation to 1.5C Aligned GHG Reductions | ShrHoldr | Against | Against | For | |||
CVS Health Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CVS | CUSIP 126650100 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Fernando Aguirre | Mgmt | For | For | For | |||
2 | Elect Jeffrey R. Balser | Mgmt | For | For | For | |||
3 | Elect C. David Brown II | Mgmt | For | For | For | |||
4 | Elect Alecia A. DeCoudreaux | Mgmt | For | For | For | |||
5 | Elect Nancy-Ann DeParle | Mgmt | For | For | For | |||
6 | Elect Roger N. Farah | Mgmt | For | For | For | |||
7 | Elect Anne M. Finucane | Mgmt | For | For | For | |||
8 | Elect Edward J. Ludwig | Mgmt | For | For | For | |||
9 | Elect Karen S. Lynch | Mgmt | For | For | For | |||
10 | Elect Jean-Pierre Millon | Mgmt | For | For | For | |||
11 | Elect Mary L. Schapiro | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Shareholder Proposal Regarding Paid Sick Leave | ShrHoldr | Against | Abstain | N/A | |||
16 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Abstain | N/A | |||
18 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | ShrHoldr | Against | Abstain | N/A | |||
19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | ShrHoldr | Against | Against | For | |||
Danaher Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DHR | CUSIP 235851102 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Rainer M. Blair | Mgmt | For | For | For | |||
2 | Elect Feroz Dewan | Mgmt | For | For | For | |||
3 | Elect Linda P. Hefner Filler | Mgmt | For | For | For | |||
4 | Elect Teri L. List | Mgmt | For | For | For | |||
5 | Elect Walter G. Lohr, Jr. | Mgmt | For | For | For | |||
6 | Elect Jessica L. Mega | Mgmt | For | For | For | |||
7 | Elect Mitchell P. Rales | Mgmt | For | For | For | |||
8 | Elect Steven M. Rales | Mgmt | For | For | For | |||
9 | Elect Pardis C. Sabeti | Mgmt | For | For | For | |||
10 | Elect A. Shane Sanders | Mgmt | For | For | For | |||
11 | Elect John T. Schwieters | Mgmt | For | For | For | |||
12 | Elect Alan G. Spoon | Mgmt | For | For | For | |||
13 | Elect Raymond C. Stevens | Mgmt | For | For | For | |||
14 | Elect Elias A. Zerhouni | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | |||
Dassault Aviation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AM | CINS F24539169 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Accounts and Reports | Mgmt | For | For | For | |||
7 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
8 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
9 | 2022 Remuneration Report | Mgmt | For | Against | Against | |||
10 | 2022 Remuneration of Eric Trappier, Chair and CEO | Mgmt | For | Against | Against | |||
11 | 2022 Remuneration of Loik Segalen, COO | Mgmt | For | Against | Against | |||
12 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
13 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | Against | Against | |||
14 | 2023 Remuneration Policy (COO) | Mgmt | For | Against | Against | |||
15 | Elect Lucia Sinapi-Thomas | Mgmt | For | Against | Against | |||
16 | Elect Charles Edelstenne | Mgmt | For | Against | Against | |||
17 | Elect Thierry Dassault | Mgmt | For | Against | Against | |||
18 | Elect Eric Trappier | Mgmt | For | Against | Against | |||
19 | Related Party Transactions between Dassault Aviation and GIMD | Mgmt | For | For | For | |||
20 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
21 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
22 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Dassault Systemes SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DSY | CINS F24571451 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | |||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
10 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||
11 | Appointment of Auditor (PwC) | Mgmt | For | For | For | |||
12 | 2023 Remuneration Policy (Corporate Officers) | Mgmt | For | Against | Against | |||
13 | 2022 Remuneration of Charles Edelstenne, Chair | Mgmt | For | For | For | |||
14 | 2022 Remuneration of Bernard Charles, Vice-Chair and CEO | Mgmt | For | Against | Against | |||
15 | 2022 Remuneration Report | Mgmt | For | Against | Against | |||
16 | Elect Catherine Dassault | Mgmt | For | Against | Against | |||
17 | Elect Genevieve B. Berger | Mgmt | For | Against | Against | |||
18 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
19 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
20 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | |||
23 | Greenshoe | Mgmt | For | For | For | |||
24 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
25 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
26 | Authority to Issue Performance Shares | Mgmt | For | Against | Against | |||
27 | Authority to Grant Stock Options | Mgmt | For | For | For | |||
28 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
29 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | |||
30 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
DBS Group Holdings Ltd | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
D05 | CINS Y20246107 | 03/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Singapore | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Accounts and Reports | Mgmt | For | For | For | |||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
4 | Directors' Fees | Mgmt | For | For | For | |||
5 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
6 | Elect Peter SEAH Lim Huat | Mgmt | For | For | For | |||
7 | Elect Punita Lal | Mgmt | For | For | For | |||
8 | Elect Anthony LIM Weng Kin | Mgmt | For | For | For | |||
9 | Authority To Grant Awards And Issue Shares Under The Dbsh Share Plan | Mgmt | For | For | For | |||
10 | Authority to Issues Share under The California Sub-Plan | Mgmt | For | For | For | |||
11 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | |||
12 | Authority To Issue Shares Pursuant To The Dbsh Scrip Dividend Scheme | Mgmt | For | For | For | |||
13 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
DCC Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DCC | CINS G2689P101 | 07/15/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
3 | Approve Final Dividend | Mgmt | For | For | For | |||
4 | Approve Final Dividend | Mgmt | For | For | For | |||
5 | Approve Remuneration Report | Mgmt | For | For | For | |||
6 | Approve Remuneration Report | Mgmt | For | For | For | |||
7 | Authorise Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
8 | Authorise Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
9 | Authorise Issue of Equity | Mgmt | For | For | For | |||
10 | Authorise Issue of Equity | Mgmt | For | For | For | |||
11 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
12 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
13 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||
14 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||
15 | Authorise Market Purchase of Shares | Mgmt | For | For | For | |||
16 | Authorise Market Purchase of Shares | Mgmt | For | For | For | |||
17 | Authorise Reissuance Price Range of Treasury Shares | Mgmt | For | For | For | |||
18 | Authorise Reissuance Price Range of Treasury Shares | Mgmt | For | For | For | |||
19 | Elect Laura Angelini as Director | Mgmt | For | For | For | |||
20 | Elect Laura Angelini as Director | Mgmt | For | For | For | |||
21 | Re-elect Mark Breuer as Director | Mgmt | For | For | For | |||
22 | Re-elect Mark Breuer as Director | Mgmt | For | For | For | |||
23 | Re-elect Caroline Dowling as Director | Mgmt | For | For | For | |||
24 | Re-elect Caroline Dowling as Director | Mgmt | For | For | For | |||
25 | Re-elect Tufan Erginbilgic as Director | Mgmt | For | For | For | |||
26 | Re-elect Tufan Erginbilgic as Director | Mgmt | For | For | For | |||
27 | Re-elect David Jukes as Director | Mgmt | For | For | For | |||
28 | Re-elect David Jukes as Director | Mgmt | For | For | For | |||
29 | Elect Lily Liu as Director | Mgmt | For | For | For | |||
30 | Elect Lily Liu as Director | Mgmt | For | For | For | |||
31 | Re-elect Kevin Lucey as Director | Mgmt | For | For | For | |||
32 | Re-elect Kevin Lucey as Director | Mgmt | For | For | For | |||
33 | Re-elect Donal Murphy as Director | Mgmt | For | For | For | |||
34 | Re-elect Donal Murphy as Director | Mgmt | For | For | For | |||
35 | Elect Alan Ralph as Director | Mgmt | For | For | For | |||
36 | Elect Alan Ralph as Director | Mgmt | For | For | For | |||
37 | Re-elect Mark Ryan as Director | Mgmt | For | For | For | |||
38 | Re-elect Mark Ryan as Director | Mgmt | For | For | For | |||
Deere & Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DE | CUSIP 244199105 | 02/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Leanne G. Caret | Mgmt | For | For | For | |||
2 | Elect Director Tamra A. Erwin | Mgmt | For | For | For | |||
3 | Elect Director Alan C. Heuberger | Mgmt | For | For | For | |||
4 | Elect Director Charles O. Holliday, Jr. | Mgmt | For | For | For | |||
5 | Elect Director Michael O. Johanns | Mgmt | For | For | For | |||
6 | Elect Director Clayton M. Jones | Mgmt | For | For | For | |||
7 | Elect Director John C. May | Mgmt | For | For | For | |||
8 | Elect Director Gregory R. Page | Mgmt | For | For | For | |||
9 | Elect Director Sherry M. Smith | Mgmt | For | For | For | |||
10 | Elect Director Dmitri L. Stockton | Mgmt | For | For | For | |||
11 | Elect Director Sheila G. Talton | Mgmt | For | For | For | |||
12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
13 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
15 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | ShrHoldr | Against | Against | For | |||
Delta Air Lines, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DAL | CUSIP 247361702 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Edward H. Bastian | Mgmt | For | For | For | |||
2 | Elect Greg Creed | Mgmt | For | For | For | |||
3 | Elect David G. DeWalt | Mgmt | For | For | For | |||
4 | Elect William H. Easter III | Mgmt | For | For | For | |||
5 | Elect Leslie D. Hale | Mgmt | For | For | For | |||
6 | Elect Christopher A. Hazleton | Mgmt | For | For | For | |||
7 | Elect Michael P. Huerta | Mgmt | For | For | For | |||
8 | Elect Jeanne P. Jackson | Mgmt | For | For | For | |||
9 | Elect George N. Mattson | Mgmt | For | For | For | |||
10 | Elect Vasant M. Prabhu | Mgmt | For | For | For | |||
11 | Elect Sergio A. L. Rial | Mgmt | For | For | For | |||
12 | Elect David S. Taylor | Mgmt | For | For | For | |||
13 | Elect Kathy N. Waller | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | |||
18 | Shareholder Proposal Regarding Policy on Freedom of Association | ShrHoldr | Against | For | Against | |||
Deutsche Lufthansa AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LHA | CINS D1908N106 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Germany | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
3 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
4 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
5 | Management Board Remuneration Policy | Mgmt | For | For | For | |||
6 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | |||
7 | Remuneration Report | Mgmt | For | Against | Against | |||
8 | Elect Karl-Ludwig Kley | Mgmt | For | Against | Against | |||
9 | Elect Carsten Knobel | Mgmt | For | For | For | |||
10 | Elect Karl Gernandt | Mgmt | For | For | For | |||
11 | Increase in Authorised Capital for Employee Share Plans | Mgmt | For | For | For | |||
12 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
13 | Authority to Repurchase Shares Using Equity Derivatives | Mgmt | For | For | For | |||
14 | Amendments to Articles (Virtual Shareholder Meetings) | Mgmt | For | For | For | |||
15 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | For | For | |||
16 | Amendments to Articles (Share Register) | Mgmt | For | For | For | |||
17 | Appointment of Auditor | Mgmt | For | For | For | |||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Deutsche Post AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DPW | CINS D19225107 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Germany | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
8 | Allocation of Dividends | Mgmt | For | For | For | |||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
11 | Elect Katrin Suder | Mgmt | For | For | For | |||
12 | Elect Mario Daberkow | Mgmt | For | For | For | |||
13 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
14 | Authority to Repurchase Shares Using Equity Derivatives | Mgmt | For | For | For | |||
15 | Remuneration Report | Mgmt | For | For | For | |||
16 | Amendments to Articles (Location) | Mgmt | For | For | For | |||
17 | Amendments to Articles (Virtual General Meeting) | Mgmt | For | For | For | |||
18 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | For | For | |||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
DexCom, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DXCM | CUSIP 252131107 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Steven R. Altman | Mgmt | For | For | For | |||
2 | Elect Richard A. Collins | Mgmt | For | For | For | |||
3 | Elect Karen M. Dahut | Mgmt | For | For | For | |||
4 | Elect Mark G. Foletta | Mgmt | For | For | For | |||
5 | Elect Barbara E. Kahn | Mgmt | For | For | For | |||
6 | Elect Kyle Malady | Mgmt | For | For | For | |||
7 | Elect Eric Topol | Mgmt | For | For | For | |||
8 | Ratification of Auditor | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
11 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | |||
Diageo Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DGE | CINS G42089113 | 10/06/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Remuneration Report | Mgmt | For | For | For | |||
3 | Approve Final Dividend | Mgmt | For | For | For | |||
4 | Elect Karen Blackett as Director | Mgmt | For | For | For | |||
5 | Re-elect Melissa Bethell as Director | Mgmt | For | For | For | |||
6 | Re-elect Lavanya Chandrashekar as Director | Mgmt | For | For | For | |||
7 | Re-elect Valerie Chapoulaud-Floquet as Director | Mgmt | For | For | For | |||
8 | Re-elect Javier Ferran as Director | Mgmt | For | For | For | |||
9 | Re-elect Susan Kilsby as Director | Mgmt | For | For | For | |||
10 | Re-elect Sir John Manzoni as Director | Mgmt | For | For | For | |||
11 | Re-elect Lady Mendelsohn as Director | Mgmt | For | For | For | |||
12 | Re-elect Ivan Menezes as Director | Mgmt | For | For | For | |||
13 | Re-elect Alan Stewart as Director | Mgmt | For | For | For | |||
14 | Re-elect Ireena Vittal as Director | Mgmt | For | Against | Against | |||
15 | Reappoint PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
16 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
17 | Authorise UK Political Donations and Expenditure | Mgmt | For | For | For | |||
18 | Amend Irish Share Ownership Plan | Mgmt | For | For | For | |||
19 | Authorise Issue of Equity | Mgmt | For | For | For | |||
20 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
21 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||
22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Mgmt | For | Against | Against | |||
Dino Polska SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DNP | CINS X188AF102 | 06/26/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Poland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
6 | Election of Presiding Chair | Mgmt | For | TNA | N/A | |||
7 | Compliance with Rules of Convocation | Mgmt | For | TNA | N/A | |||
8 | Agenda | Mgmt | For | TNA | N/A | |||
9 | Presentation of Management Board Activity Report | Mgmt | For | TNA | N/A | |||
10 | Presentation of Financial Statements | Mgmt | For | TNA | N/A | |||
11 | Presentation of Allocation of Profits Proposal | Mgmt | For | TNA | N/A | |||
12 | Presentation of Supervisory Board Activity Report | Mgmt | For | TNA | N/A | |||
13 | Presentation of Supervisory Board Report (Company's Activity; Financial Statements; Allocation of Profits) | Mgmt | For | TNA | N/A | |||
14 | Presentation of Motion to Approve Management Board Report | Mgmt | For | TNA | N/A | |||
15 | Presentation of Motion to Approve Accounts and Reports | Mgmt | For | TNA | N/A | |||
16 | Presentation of Motion to Approve Accounts and Reports (Consolidated) | Mgmt | For | TNA | N/A | |||
17 | Presentation of Motion to Approve Allocation of Profits | Mgmt | For | TNA | N/A | |||
18 | Presentation of Motion to Ratify Management and Supervisory Board Acts | Mgmt | For | TNA | N/A | |||
19 | Management Board Report | Mgmt | For | TNA | N/A | |||
20 | Financial Statements | Mgmt | For | TNA | N/A | |||
21 | Financial Statements (Consolidated) | Mgmt | For | TNA | N/A | |||
22 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||
23 | Ratify Michal Krauze | Mgmt | For | TNA | N/A | |||
24 | Ratify Michal Muskala | Mgmt | For | TNA | N/A | |||
25 | Ratify Izabela Biadala | Mgmt | For | TNA | N/A | |||
26 | Ratify Piotr Scigala | Mgmt | For | TNA | N/A | |||
27 | Ratify Tomasz Biernacki | Mgmt | For | TNA | N/A | |||
28 | Ratify Eryk Bajer | Mgmt | For | TNA | N/A | |||
29 | Ratify Slawomir Jakszuk | Mgmt | For | TNA | N/A | |||
30 | Ratify Piotr Nowjalis | Mgmt | For | TNA | N/A | |||
31 | Ratify Maciej Polanowski | Mgmt | For | TNA | N/A | |||
32 | Remuneration Report | Mgmt | For | TNA | N/A | |||
Discover Financial Services | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DFS | CUSIP 254709108 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jeffrey S. Aronin | Mgmt | For | For | For | |||
2 | Elect Mary K. Bush | Mgmt | For | For | For | |||
3 | Elect Gregory C. Case | Mgmt | For | For | For | |||
4 | Elect Candace H. Duncan | Mgmt | For | For | For | |||
5 | Elect Joseph F. Eazor | Mgmt | For | For | For | |||
6 | Elect Roger C. Hochschild | Mgmt | For | For | For | |||
7 | Elect Thomas G. Maheras | Mgmt | For | For | For | |||
8 | Elect John B. Owen | Mgmt | For | For | For | |||
9 | Elect David L. Rawlinson II | Mgmt | For | For | For | |||
10 | Elect Beverley A. Sibblies | Mgmt | For | For | For | |||
11 | Elect Mark A. Thierer | Mgmt | For | For | For | |||
12 | Elect Jennifer L. Wong | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Approval of the 2023 Omnibus Incentive Plan | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
Dixon Technologies (India) Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
540699 | CINS Y2R8Y5112 | 08/23/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Final Dividend | Mgmt | For | For | For | |||
3 | Reelect Atul B. Lall as Director | Mgmt | For | For | For | |||
4 | Approve Remuneration of Cost Auditors | Mgmt | For | For | For | |||
5 | Approve Continuation of Office of Manuji Zarabi as Non-Executive Independent Director | Mgmt | For | For | For | |||
6 | Approve Loans, Investments, Guarantee or Security to Subsidiary Companies, Joint Venture Companies and Other Associates | Mgmt | For | Against | Against | |||
7 | Approve Remuneration Payable to Sunil Vachani as Executive Chairman and Whole Time Director | Mgmt | For | For | For | |||
8 | Approve Grant of Stock Options to the Employees of Associate Companies, Including Joint Venture Companies Under Dixon Technologies (India) Limited - Employees Stock Option Plan, 2018 and Employee Stock Option Plan, 2020 | Mgmt | For | Against | Against | |||
DNB Bank ASA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DNB | CINS R1R15X100 | 04/25/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Norway | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
6 | Opening of Meeting; Election of Presiding Chair | Mgmt | For | TNA | N/A | |||
7 | Agenda | Mgmt | For | TNA | N/A | |||
8 | Minutes | Mgmt | For | TNA | N/A | |||
9 | Accounts and Reports; Allocation of Profits and Dividends | Mgmt | For | TNA | N/A | |||
10 | Cancellation of Shares | Mgmt | For | TNA | N/A | |||
11 | Authority to Repurchase Shares (Cancellation) | Mgmt | For | TNA | N/A | |||
12 | Authority to Repurchase Shares (Hedging) | Mgmt | For | TNA | N/A | |||
13 | Authority to Issue Debt Instruments | Mgmt | For | TNA | N/A | |||
14 | Amendments to Articles (Debt Capital) | Mgmt | For | TNA | N/A | |||
15 | Amendments to Articles (General Meeting) | Mgmt | For | TNA | N/A | |||
16 | Remuneration Report | Mgmt | For | TNA | N/A | |||
17 | Corporate Governance Report | Mgmt | For | TNA | N/A | |||
18 | Election of Directors | Mgmt | For | TNA | N/A | |||
19 | Directors' and Nomination Committee Fees | Mgmt | For | TNA | N/A | |||
20 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | |||
21 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
22 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
23 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
DocuSign, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DOCU | CUSIP 256163106 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect James A. Beer | Mgmt | For | For | For | |||
1.2 | Elect Cain A. Hayes | Mgmt | For | For | For | |||
1.3 | Elect Allan Thygesen | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
Dolby Laboratories, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DLB | CUSIP 25659T107 | 02/07/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Director Kevin Yeaman | Mgmt | For | For | For | |||
1.2 | Elect Director Peter Gotcher | Mgmt | For | For | For | |||
1.3 | Elect Director Micheline Chau | Mgmt | For | For | For | |||
1.4 | Elect Director David Dolby | Mgmt | For | For | For | |||
1.5 | Elect Director Tony Prophet | Mgmt | For | For | For | |||
1.6 | Elect Director Emily Rollins | Mgmt | For | For | For | |||
1.7 | Elect Director Simon Segars | Mgmt | For | For | For | |||
1.8 | Elect Director Anjali Sud | Mgmt | For | For | For | |||
1.9 | Elect Director Avadis Tevanian, Jr. | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | |||
4 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
5 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||
Dominion Energy, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
D | CUSIP 25746U109 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect James A. Bennett | Mgmt | For | For | For | |||
2 | Elect Robert M. Blue | Mgmt | For | For | For | |||
3 | Elect D. Maybank Hagood | Mgmt | For | For | For | |||
4 | Elect Ronald W. Jibson | Mgmt | For | For | For | |||
5 | Elect Mark J. Kington | Mgmt | For | For | For | |||
6 | Elect Kristin G. Lovejoy | Mgmt | For | For | For | |||
7 | Elect Joseph M. Rigby | Mgmt | For | For | For | |||
8 | Elect Pamela J. Royal | Mgmt | For | Against | Against | |||
9 | Elect Robert H. Spilman, Jr. | Mgmt | For | For | For | |||
10 | Elect Susan N. Story | Mgmt | For | For | For | |||
11 | Elect Michael E. Szymanczyk | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Amendment Regarding Information Requirements for Shareholders to Call a Special Meeting | Mgmt | For | For | For | |||
16 | Amendment to Advance Notice Provisions for Director Nominations | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
DoorDash, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DASH | CUSIP 25809K105 | 06/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Shona L. Brown | Mgmt | For | For | For | |||
2 | Elect Alfred Lin | Mgmt | For | For | For | |||
3 | Elect Stanley Tang | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
Dow Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DOW | ISIN US2605571031 | 04/13/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Samuel R. Allen | Mgmt | For | For | For | |||
2 | Elect Gaurdie E. Banister, Jr. | Mgmt | For | For | For | |||
3 | Elect Wesley G. Bush | Mgmt | For | For | For | |||
4 | Elect Richard K. Davis | Mgmt | For | For | For | |||
5 | Elect Jerri L. DeVard | Mgmt | For | For | For | |||
6 | Elect Debra L. Dial | Mgmt | For | For | For | |||
7 | Elect Jeff M. Fettig | Mgmt | For | For | For | |||
8 | Elect James R. Fitterling | Mgmt | For | For | For | |||
9 | Elect Jacqueline C. Hinman | Mgmt | For | For | For | |||
10 | Elect Luis A. Moreno | Mgmt | For | For | For | |||
11 | Elect Jill S. Wyant | Mgmt | For | For | For | |||
12 | Elect Daniel W. Yohannes | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
16 | Shareholder Proposal Regarding Virgin Plastic Demand | ShrHoldr | Against | Against | For | |||
Dropbox, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DBX | CUSIP 26210C104 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Andrew W. Houston | Mgmt | For | For | For | |||
1.2 | Elect Donald W. Blair | Mgmt | For | For | For | |||
1.3 | Elect Lisa Campbell | Mgmt | For | For | For | |||
1.4 | Elect Paul E. Jacobs | Mgmt | For | For | For | |||
1.5 | Elect Sara Mathew | Mgmt | For | For | For | |||
1.6 | Elect Abhay Parasnis | Mgmt | For | For | For | |||
1.7 | Elect Karen Peacock | Mgmt | For | For | For | |||
1.8 | Elect Michael Seibel | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
DTE Energy Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DTE | CUSIP 233331107 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect David A. Brandon | Mgmt | For | For | For | |||
1.2 | Elect Charles G. McClure, Jr. | Mgmt | For | For | For | |||
1.3 | Elect Gail J. McGovern | Mgmt | For | For | For | |||
1.4 | Elect Mark A. Murray | Mgmt | For | For | For | |||
1.5 | Elect Gerardo Norcia | Mgmt | For | For | For | |||
1.6 | Elect Robert C. Skaggs, Jr. | Mgmt | For | For | For | |||
1.7 | Elect David A. Thomas | Mgmt | For | For | For | |||
1.8 | Elect Gary Torgow | Mgmt | For | For | For | |||
1.9 | Elect James H. Vandenberghe | Mgmt | For | For | For | |||
1.10 | Elect Valerie M. Williams | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
5 | Bylaw Amendment Regarding Ownership Threshold for Shareholders to Call a Special Meeting | Mgmt | For | For | For | |||
6 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||
7 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
Duke Energy Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DUK | CUSIP 26441C204 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Derrick Burks | Mgmt | For | For | For | |||
2 | Elect Annette K. Clayton | Mgmt | For | For | For | |||
3 | Elect Theodore F. Craver, Jr. | Mgmt | For | For | For | |||
4 | Elect Robert M. Davis | Mgmt | For | For | For | |||
5 | Elect Caroline D. Dorsa | Mgmt | For | For | For | |||
6 | Elect W. Roy Dunbar | Mgmt | For | For | For | |||
7 | Elect Nicholas C. Fanandakis | Mgmt | For | For | For | |||
8 | Elect Lynn J. Good | Mgmt | For | For | For | |||
9 | Elect John T. Herron | Mgmt | For | For | For | |||
10 | Elect Idalene F. Kesner | Mgmt | For | For | For | |||
11 | Elect E. Marie McKee | Mgmt | For | For | For | |||
12 | Elect Michael J. Pacilio | Mgmt | For | For | For | |||
13 | Elect Thomas E. Skains | Mgmt | For | For | For | |||
14 | Elect William E. Webster, Jr. | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
18 | Approval of the 2023 Long-Term Incentive Plan | Mgmt | For | For | For | |||
19 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | N/A | For | N/A | |||
20 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Against | Against | For | |||
DuPont de Nemours, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DD | CUSIP 26614N102 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Amy G. Brady | Mgmt | For | For | For | |||
2 | Elect Edward D. Breen | Mgmt | For | For | For | |||
3 | Elect Ruby R. Chandy | Mgmt | For | For | For | |||
4 | Elect Terrence R. Curtin | Mgmt | For | For | For | |||
5 | Elect Alexander M. Cutler | Mgmt | For | For | For | |||
6 | Elect Eleuthere I. du Pont | Mgmt | For | For | For | |||
7 | Elect Kristina M. Johnson | Mgmt | For | For | For | |||
8 | Elect Luther C. Kissam IV | Mgmt | For | For | For | |||
9 | Elect Frederick M. Lowery | Mgmt | For | For | For | |||
10 | Elect Raymond J. Milchovich | Mgmt | For | For | For | |||
11 | Elect Deanna M. Mulligan | Mgmt | For | For | For | |||
12 | Elect Steven M. Sterin | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
DXC Technology Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DXC | CINS 23355L106 | 07/26/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Elect Director Mukesh Aghi | Mgmt | For | For | For | |||
4 | Elect Director Amy E. Alving | Mgmt | For | For | For | |||
5 | Elect Director David A. Barnes | Mgmt | For | For | For | |||
6 | Elect Director Raul J. Fernandez | Mgmt | For | For | For | |||
7 | Elect Director David L. Herzog | Mgmt | For | For | For | |||
8 | Elect Director Dawn Rogers | Mgmt | For | For | For | |||
9 | Elect Director Michael J. Salvino | Mgmt | For | For | For | |||
10 | Elect Director Carrie W. Teffner | Mgmt | For | For | For | |||
11 | Elect Director Akihiko Washington | Mgmt | For | For | For | |||
12 | Elect Director Robert F. Woods | Mgmt | For | For | For | |||
E Ink Holdings Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
8069 | CINS Y2266Z100 | 06/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Taiwan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Johnson LEE | Mgmt | For | For | For | |||
4 | Elect GAN FY | Mgmt | For | For | For | |||
5 | Elect Luke CHEN | Mgmt | For | For | For | |||
6 | Elect Sylvia CHENG | Mgmt | For | For | For | |||
7 | Elect CHU Po-Young | Mgmt | For | For | For | |||
8 | Elect SU Huey-Jen | Mgmt | For | For | For | |||
9 | Elect YANG Chang-Mou | Mgmt | For | For | For | |||
10 | Non-compete Restrictions for Directors | Mgmt | For | For | For | |||
E.ON SE | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EOAN | CINS D24914133 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Germany | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
9 | Allocation of Dividends | Mgmt | For | For | For | |||
10 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
11 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
12 | Appointment of Auditor (FY 2023) | Mgmt | For | For | For | |||
13 | Appointment of Auditor for Interim Statements (FY 2023) | Mgmt | For | For | For | |||
14 | Appointment of Auditor for Interim Statements (FY 2024 Q1) | Mgmt | For | For | For | |||
15 | Remuneration Report | Mgmt | For | For | For | |||
16 | Temporary Increase in Supervisory Board Size | Mgmt | For | Against | Against | |||
17 | Elect Erich Clementi | Mgmt | For | For | For | |||
18 | Elect Andreas Schmitz | Mgmt | For | For | For | |||
19 | Elect Nadege Petit | Mgmt | For | For | For | |||
20 | Elect Ulrich Grillo | Mgmt | For | For | For | |||
21 | Elect Deborah B. Wilkens | Mgmt | For | For | For | |||
22 | Elect Rolf Martin Schmitz | Mgmt | For | For | For | |||
23 | Elect Klaus A. Frohlich | Mgmt | For | For | For | |||
24 | Elect Anke Groth | Mgmt | For | For | For | |||
25 | Amendments to Articles (Virtual Shareholder Meetings) | Mgmt | For | For | For | |||
26 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | For | For | |||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
East West Bancorp, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EWBC | CUSIP 27579R104 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Manuel P. Alvarez | Mgmt | For | For | For | |||
2 | Elect Molly Campbell | Mgmt | For | For | For | |||
3 | Elect Archana Deskus | Mgmt | For | For | For | |||
4 | Elect Serge Dumont | Mgmt | For | For | For | |||
5 | Elect Rudolph I. Estrada | Mgmt | For | For | For | |||
6 | Elect Paul H. Irving | Mgmt | For | For | For | |||
7 | Elect Sabrina Kay | Mgmt | For | For | For | |||
8 | Elect Jack C. Liu | Mgmt | For | For | For | |||
9 | Elect Dominic Ng | Mgmt | For | For | For | |||
10 | Elect Lester M. Sussman | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
Eastman Chemical Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EMN | CUSIP 277432100 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Humberto P. Alfonso | Mgmt | For | For | For | |||
2 | Elect Brett D. Begemann | Mgmt | For | For | For | |||
3 | Elect Eric L. Butler | Mgmt | For | For | For | |||
4 | Elect Mark J. Costa | Mgmt | For | For | For | |||
5 | Elect Edward L. Doheny II | Mgmt | For | For | For | |||
6 | Elect Linnie M. Haynesworth | Mgmt | For | For | For | |||
7 | Elect Julie Fasone Holder | Mgmt | For | For | For | |||
8 | Elect Renee J. Hornbaker | Mgmt | For | For | For | |||
9 | Elect Kim Ann Mink | Mgmt | For | For | For | |||
10 | Elect James J. O'Brien | Mgmt | For | For | For | |||
11 | Elect David W. Raisbeck | Mgmt | For | For | For | |||
12 | Elect Charles K. Stevens III | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Eaton Corporation plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ETN | CUSIP G29183103 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Craig Arnold | Mgmt | For | For | For | |||
2 | Elect Olivier Leonetti | Mgmt | For | For | For | |||
3 | Elect Silvio Napoli | Mgmt | For | For | For | |||
4 | Elect Gregory R. Page | Mgmt | For | For | For | |||
5 | Elect Sandra Pianalto | Mgmt | For | For | For | |||
6 | Elect Robert V. Pragada | Mgmt | For | For | For | |||
7 | Elect Lori J. Ryerkerk | Mgmt | For | For | For | |||
8 | Elect Gerald B. Smith | Mgmt | For | For | For | |||
9 | Elect Dorothy C. Thompson | Mgmt | For | For | For | |||
10 | Elect Darryl L. Wilson | Mgmt | For | For | For | |||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
15 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
16 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
EBay Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EBAY | CUSIP 278642103 | 06/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Adriane M. Brown | Mgmt | For | For | For | |||
2 | Elect Aparna Chennapragda | Mgmt | For | For | For | |||
3 | Elect Logan D. Green | Mgmt | For | For | For | |||
4 | Elect E. Carol Hayles | Mgmt | For | For | For | |||
5 | Elect Jamie Iannone | Mgmt | For | For | For | |||
6 | Elect Shripriya Mahesh | Mgmt | For | For | For | |||
7 | Elect Paul S. Pressler | Mgmt | For | For | For | |||
8 | Elect Mohak Shroff | Mgmt | For | For | For | |||
9 | Elect Perry M. Traquina | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Amendment to the Equity Incentive Award Plan | Mgmt | For | For | For | |||
14 | Amendment Regarding Officer Exculpation | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Right to Call Special Meeting | ShrHoldr | Against | Against | For | |||
Edison International | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EIX | CUSIP 281020107 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jeanne Beliveau-Dunn | Mgmt | For | For | For | |||
2 | Elect Michael C. Camunez | Mgmt | For | For | For | |||
3 | Elect Vanessa C.L. Chang | Mgmt | For | For | For | |||
4 | Elect James T. Morris | Mgmt | For | For | For | |||
5 | Elect Timothy T. O'Toole | Mgmt | For | For | For | |||
6 | Elect Pedro J. Pizarro | Mgmt | For | For | For | |||
7 | Elect Marcy L. Reed | Mgmt | For | For | For | |||
8 | Elect Carey A. Smith | Mgmt | For | For | For | |||
9 | Elect Linda G. Stuntz | Mgmt | For | For | For | |||
10 | Elect Peter J. Taylor | Mgmt | For | For | For | |||
11 | Elect Keith Trent | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Edwards Lifesciences Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EW | CUSIP 28176E108 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Kieran T. Gallahue | Mgmt | For | For | For | |||
2 | Elect Leslie Stone Heisz | Mgmt | For | For | For | |||
3 | Elect Paul A. LaViolette | Mgmt | For | For | For | |||
4 | Elect Steven R. Loranger | Mgmt | For | For | For | |||
5 | Elect Martha H. Marsh | Mgmt | For | For | For | |||
6 | Elect Michael A. Mussallem | Mgmt | For | For | For | |||
7 | Elect Ramona Sequeira | Mgmt | For | For | For | |||
8 | Elect Nicholas J. Valeriani | Mgmt | For | For | For | |||
9 | Elect Bernard J. Zovighian | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Amendment to Allow Exculpation of Officers | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Eiffage | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FGR | CINS F2924U106 | 04/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Accounts and Reports | Mgmt | For | For | For | |||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
10 | Elect Benoit de Ruffray | Mgmt | For | For | For | |||
11 | Elect Isabelle Salaun | Mgmt | For | For | For | |||
12 | Elect Laurent Dupont | Mgmt | For | For | For | |||
13 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
14 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | |||
15 | 2022 Remuneration Report | Mgmt | For | For | For | |||
16 | 2022 Remuneration of Benoit de Ruffray, Chair and CEO | Mgmt | For | For | For | |||
17 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
18 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
19 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
20 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights and to Increase Capital in Case of Exchange Offer | Mgmt | For | For | For | |||
22 | Authority to Issue Shares and/or Convertible Debt Through Private Placement | Mgmt | For | For | For | |||
23 | Greenshoe | Mgmt | For | For | For | |||
24 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
25 | Global Ceiling on Capital Increases and Debt Issuances | Mgmt | For | For | For | |||
26 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
27 | Authority to Issue Performance Shares | Mgmt | For | For | For | |||
28 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Electronic Arts Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EA | CINS 285512109 | 08/11/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
2 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||
3 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||
4 | Reduce Ownership Threshold for Shareholders to Call Special Meetings to 15% | Mgmt | For | For | For | |||
5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | ShrHoldr | Against | Against | For | |||
6 | Elect Director Kofi A. Bruce | Mgmt | For | For | For | |||
7 | Elect Director Rachel A. Gonzalez | Mgmt | For | For | For | |||
8 | Elect Director Jeffrey T. Huber | Mgmt | For | For | For | |||
9 | Elect Director Talbott Roche | Mgmt | For | For | For | |||
10 | Elect Director Richard A. Simonson | Mgmt | For | For | For | |||
11 | Elect Director Luis A. Ubinas | Mgmt | For | For | For | |||
12 | Elect Director Heidi J. Ueberroth | Mgmt | For | For | For | |||
13 | Elect Director Andrew Wilson | Mgmt | For | For | For | |||
Elevance Health, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ELV | CUSIP 036752103 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Gail K. Boudreaux | Mgmt | For | For | For | |||
2 | Elect R. Kerry Clark | Mgmt | For | For | For | |||
3 | Elect Robert L. Dixon, Jr. | Mgmt | For | For | For | |||
4 | Elect Deanna Strable-Soethout | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Ratification of Auditor | Mgmt | For | For | For | |||
8 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||
9 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | |||
Eli Lilly and Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LLY | CUSIP 532457108 | 05/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect William G. Kaelin, Jr. | Mgmt | For | For | For | |||
2 | Elect David A. Ricks | Mgmt | For | For | For | |||
3 | Elect Marschall S. Runge | Mgmt | For | For | For | |||
4 | Elect Karen Walker | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Ratification of Auditor | Mgmt | For | For | For | |||
8 | Repeal of Classified Board | Mgmt | For | For | For | |||
9 | Elimination of Supermajority Requirements | Mgmt | For | For | For | |||
10 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
11 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
12 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
13 | Shareholder Proposal Regarding Report on Company Response to State Policies Regulating Abortion | ShrHoldr | Against | Against | For | |||
14 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | |||
Emerson Electric Co. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EMR | CUSIP 291011104 | 02/07/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Martin S. Craighead | Mgmt | For | For | For | |||
2 | Elect Director Gloria A. Flach | Mgmt | For | For | For | |||
3 | Elect Director Matthew S. Levatich | Mgmt | For | For | For | |||
4 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||
5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
6 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
Enel S.p.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ENEL | CINS T3679P115 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Italy | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Accounts and Reports | Mgmt | For | For | For | |||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
6 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
7 | Board Size | Mgmt | For | For | For | |||
8 | Board Term Length | Mgmt | For | For | For | |||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
10 | List Presented by Ministry of Economy and Finance | Mgmt | N/A | For | N/A | |||
11 | List Presented by Group of Institutional Investors Representing 1.86% of Share Capital | Mgmt | N/A | N/A | N/A | |||
12 | List Presented by Covalis Capital LLP | Mgmt | N/A | N/A | N/A | |||
13 | Elect Paolo Scaroni as Chair of Board | Mgmt | N/A | For | N/A | |||
14 | Elect Marco Mazzucchelli as Chair of Board | Mgmt | N/A | Abstain | N/A | |||
15 | Directors' Fees | Mgmt | For | For | For | |||
16 | 2023 Long-Term Incentive Plan | Mgmt | For | For | For | |||
17 | Remuneration Policy | Mgmt | For | For | For | |||
18 | Remuneration Report | Mgmt | For | For | For | |||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Enphase Energy, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ENPH | CUSIP 29355A107 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Jamie Haenggi | Mgmt | For | For | For | |||
1.2 | Elect Benjamin Kortlang | Mgmt | For | Withhold | Against | |||
1.3 | Elect Richard Mora | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
Enterprise Products Partners LP | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EPD | CINS 293792107 | 11/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||
2 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
Equinor ASA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EQNR | CINS R2R90P103 | 05/10/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Norway | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
6 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
7 | Election of Presiding Chair | Mgmt | For | TNA | N/A | |||
8 | Agenda | Mgmt | For | TNA | N/A | |||
9 | Minutes | Mgmt | For | TNA | N/A | |||
10 | Accounts and Reports; Allocation of Profits and Dividends | Mgmt | For | TNA | N/A | |||
11 | Authority to Distribute Interim Dividends | Mgmt | For | TNA | N/A | |||
12 | Shareholder Proposal Regarding Use of Fiberglass in Wind Farms, Commitment to Hydropower Projects, and Energy Research | ShrHoldr | Against | TNA | N/A | |||
13 | Shareholder Proposal Regarding Climate Risk Assessment and Strategy | ShrHoldr | Against | TNA | N/A | |||
14 | Shareholder Proposal Regarding Stopping Fossil Energy Resource Exploration and Providing Financial Assistance to Ukraine | ShrHoldr | Against | TNA | N/A | |||
15 | Shareholder Proposal Regarding Developing an Improved Process to Respond to Shareholder Proposals | ShrHoldr | Against | TNA | N/A | |||
16 | Shareholder Proposal Regarding Barents Sea Exploration | ShrHoldr | Against | TNA | N/A | |||
17 | Shareholder Proposal Regarding Move From Fossil Fuels to Renewable Energy | ShrHoldr | Against | TNA | N/A | |||
18 | Shareholder Proposal Regarding Oil and Gas Exploration and Renewable Transformation | ShrHoldr | Against | TNA | N/A | |||
19 | Corporate Governance Report | Mgmt | For | TNA | N/A | |||
20 | Remuneration Policy | Mgmt | For | TNA | N/A | |||
21 | Remuneration Report | Mgmt | For | TNA | N/A | |||
22 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | |||
23 | Corporate Assembly Fees | Mgmt | For | TNA | N/A | |||
24 | Nomination Committee Fees | Mgmt | For | TNA | N/A | |||
25 | Authority to Repurchase Shares (Share Savings Plan) | Mgmt | For | TNA | N/A | |||
26 | Cancellation of Shares | Mgmt | For | TNA | N/A | |||
27 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | |||
28 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
Equitable Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EQH | CUSIP 29452E101 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Francis A. Hondal | Mgmt | For | For | For | |||
2 | Elect Arlene Isaacs-Lowe | Mgmt | For | For | For | |||
3 | Elect Daniel G. Kaye | Mgmt | For | For | For | |||
4 | Elect Joan Lamm-Tennant | Mgmt | For | For | For | |||
5 | Elect Craig C. Mackay | Mgmt | For | For | For | |||
6 | Elect Mark Pearson | Mgmt | For | For | For | |||
7 | Elect Bertram L. Scott | Mgmt | For | For | For | |||
8 | Elect George Stansfield | Mgmt | For | For | For | |||
9 | Elect Charles G.T. Stonehill | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Equity LifeStyle Properties, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ELS | CUSIP 29472R108 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Andrew Berkenfield | Mgmt | For | For | For | |||
1.2 | Elect Derrick Burks | Mgmt | For | For | For | |||
1.3 | Elect Philip C. Calian | Mgmt | For | For | For | |||
1.4 | Elect David J. Contis | Mgmt | For | For | For | |||
1.5 | Elect Constance Freedman | Mgmt | For | For | For | |||
1.6 | Elect Thomas P. Heneghan | Mgmt | For | For | For | |||
1.7 | Elect Marguerite Nader | Mgmt | For | For | For | |||
1.8 | Elect Scott R. Peppet | Mgmt | For | For | For | |||
1.9 | Elect Sheli Z. Rosenberg | Mgmt | For | For | For | |||
1.10 | Elect Samuel Zell | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Equity Residential | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EQR | CUSIP 29476L107 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Angela M. Aman | Mgmt | For | For | For | |||
1.2 | Elect Linda Walker Bynoe | Mgmt | For | For | For | |||
1.3 | Elect Mary Kay Haben | Mgmt | For | For | For | |||
1.4 | Elect Tahsinul Zia Huque | Mgmt | For | For | For | |||
1.5 | Elect John E. Neal | Mgmt | For | For | For | |||
1.6 | Elect David J. Neithercut | Mgmt | For | For | For | |||
1.7 | Elect Mark J. Parrell | Mgmt | For | For | For | |||
1.8 | Elect Mark S. Shapiro | Mgmt | For | For | For | |||
1.9 | Elect Stephen E. Sterrett | Mgmt | For | For | For | |||
1.10 | Elect Samuel Zell | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Eurazeo | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RF | CINS F3296A108 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | |||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
9 | Special Auditors Report on Regulated Agreements | Mgmt | For | Against | Against | |||
10 | Related Party Transactions (David-Weill Pact) | Mgmt | For | For | For | |||
11 | Elect Francoise Mercadal-Delasalles | Mgmt | For | Against | Against | |||
12 | 2023 Remuneration Policy (Supervisory Board) | Mgmt | For | For | For | |||
13 | 2023 Remuneration Policy (Management Board) | Mgmt | For | For | For | |||
14 | 2022 Remuneration Report | Mgmt | For | For | For | |||
15 | 2022 Remuneration of Michel David-Weill, Former Supervisory Board Chair | Mgmt | For | For | For | |||
16 | 2022 Remuneration of Jean-Charles Decaux, Supervisory Board Chair | Mgmt | For | For | For | |||
17 | 2022 Remuneration of Christophe Baviere, Management Board Member | Mgmt | For | For | For | |||
18 | 2022 Remuneration of William Kadouch, Management Board Member | Mgmt | For | For | For | |||
19 | 2022 Remuneration of Olivier Millet, Management Board Member | Mgmt | For | For | For | |||
20 | 2022 Remuneration of Virginie Morgon, Management Board Chair | Mgmt | For | For | For | |||
21 | 2022 Remuneration of Marc Frappier, Management Board Member | Mgmt | For | For | For | |||
22 | 2022 Remuneration of Nicolas Huet, Management Board Member | Mgmt | For | For | For | |||
23 | 2022 Remuneration of Remuneration of Philippe Audouin, Management Board Member | Mgmt | For | For | For | |||
24 | Amendment to the LTI Plan - Waiving Of Presence Conditions for Virginie Morgon, Marc Frappier and Nicolas Huet | Mgmt | For | Against | Against | |||
25 | Appointment of Auditor (Mazars) | Mgmt | For | For | For | |||
26 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
27 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
28 | Amendments to Articles regarding the Management Board Composition | Mgmt | For | For | For | |||
29 | Amendment to Articles Regarding the Chair of the Management Board | Mgmt | For | For | For | |||
30 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
33 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Eversource Energy | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ES | CUSIP 30040W108 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Cotton M. Cleveland | Mgmt | For | For | For | |||
2 | Elect Francis A. Doyle | Mgmt | For | For | For | |||
3 | Elect Linda D. Forry | Mgmt | For | For | For | |||
4 | Elect Gregory M. Jones | Mgmt | For | For | For | |||
5 | Elect Loretta D. Keane | Mgmt | For | For | For | |||
6 | Elect John Y. Kim | Mgmt | For | For | For | |||
7 | Elect Kenneth R. Leibler | Mgmt | For | For | For | |||
8 | Elect David H. Long | Mgmt | For | For | For | |||
9 | Elect Joseph R. Nolan, Jr. | Mgmt | For | For | For | |||
10 | Elect William C. Van Faasen | Mgmt | For | For | For | |||
11 | Elect Frederica M. Williams | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Amendment to the 2018 Incentive Plan | Mgmt | For | For | For | |||
15 | Increase in Authorized Common Stock | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
Exelixis, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EXEL | CUSIP 30161Q104 | 05/31/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Proxy Contest | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Maria C. Freire | Mgmt | For | TNA | N/A | |||
2 | Elect Alan M. Garber | Mgmt | For | TNA | N/A | |||
3 | Elect Michael M. Morrissey | Mgmt | For | TNA | N/A | |||
4 | Elect Stelios Papadopoulos | Mgmt | For | TNA | N/A | |||
5 | Elect George H. Poste | Mgmt | For | TNA | N/A | |||
6 | Elect Julie Anne Smith | Mgmt | For | TNA | N/A | |||
7 | Elect Lance Willsey | Mgmt | For | TNA | N/A | |||
8 | Elect Jacqueline Wright | Mgmt | For | TNA | N/A | |||
9 | Elect Jack L. Wyszomierski | Mgmt | For | TNA | N/A | |||
10 | Elect Tomas J. Heyman | Mgmt | For | TNA | N/A | |||
11 | Elect Robert (Bob) Oliver, Jr. | Mgmt | For | TNA | N/A | |||
12 | Elect David E. Johnson | Mgmt | For | TNA | N/A | |||
13 | Ratification of Auditor | Mgmt | For | TNA | N/A | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | TNA | N/A | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | TNA | Against | |||
Exelixis, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EXEL | CUSIP 30161Q104 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Proxy Contest | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Thomas J. Heyman | ShrHoldr | N/A | For | N/A | |||
2 | Elect David E. Johnson | ShrHoldr | N/A | For | N/A | |||
3 | Elect Robert Bob Oliver, Jr. | ShrHoldr | N/A | For | N/A | |||
4 | Elect Maria C. Freire | ShrHoldr | N/A | For | N/A | |||
5 | Elect Alan M. Garber | ShrHoldr | N/A | For | N/A | |||
6 | Elect Michael M. Morrissey | ShrHoldr | N/A | For | N/A | |||
7 | Elect Stelios Papadopoulos | ShrHoldr | N/A | For | N/A | |||
8 | Elect George Poste | ShrHoldr | N/A | For | N/A | |||
9 | Elect Julie Anne Smith | ShrHoldr | N/A | For | N/A | |||
10 | Elect Jacqueline Wright | ShrHoldr | N/A | For | N/A | |||
11 | Elect Jack L. Wyszomierski | ShrHoldr | N/A | For | N/A | |||
12 | Elect Lance Willsey | ShrHoldr | N/A | Withhold | N/A | |||
13 | Ratification of Auditor | Mgmt | N/A | For | N/A | |||
14 | Advisory Vote on Executive Compensation | Mgmt | N/A | For | N/A | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | N/A | 1 Year | N/A | |||
Exelon Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EXC | CUSIP 30161N101 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Anthony K. Anderson | Mgmt | For | For | For | |||
2 | Elect W. Paul Bowers | Mgmt | For | For | For | |||
3 | Elect Calvin G. Butler, Jr. | Mgmt | For | For | For | |||
4 | Elect Marjorie Rodgers Cheshire | Mgmt | For | For | For | |||
5 | Elect Linda P. Jojo | Mgmt | For | For | For | |||
6 | Elect Charisse Lillie | Mgmt | For | For | For | |||
7 | Elect Matthew Rogers | Mgmt | For | For | For | |||
8 | Elect John F. Young | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Expedia Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EXPE | CUSIP 30212P303 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Samuel Altman | Mgmt | For | Withhold | Against | |||
2 | Elect Beverly Anderson | Mgmt | For | For | For | |||
3 | Elect M. Moina Banerjee | Mgmt | For | For | For | |||
4 | Elect Chelsea Clinton | Mgmt | For | For | For | |||
5 | Elect Barry Diller | Mgmt | For | For | For | |||
6 | Elect Henrique Dubugras | Mgmt | For | For | For | |||
7 | Elect Craig A. Jacobson | Mgmt | For | For | For | |||
8 | Elect Peter M. Kern | Mgmt | For | For | For | |||
9 | Elect Dara Khosrowshahi | Mgmt | For | Withhold | Against | |||
10 | Elect Patricia Menendez Cambo | Mgmt | For | For | For | |||
11 | Elect Alexander von Furstenberg | Mgmt | For | For | For | |||
12 | Elect Julie Whalen | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Amendment to the 2005 Stock and Annual Incentive Plan | Mgmt | For | Against | Against | |||
16 | Amendment to the 2013 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
Experian Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EXPN | CINS G32655105 | 07/21/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Jersey | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Remuneration Report | Mgmt | For | For | For | |||
3 | Re-elect Ruba Borno as Director | Mgmt | For | For | For | |||
4 | Re-elect Alison Brittain as Director | Mgmt | For | For | For | |||
5 | Re-elect Brian Cassin as Director | Mgmt | For | For | For | |||
6 | Re-elect Caroline Donahue as Director | Mgmt | For | For | For | |||
7 | Re-elect Luiz Fleury as Director | Mgmt | For | For | For | |||
8 | Re-elect Jonathan Howell as Director | Mgmt | For | For | For | |||
9 | Re-elect Lloyd Pitchford as Director | Mgmt | For | For | For | |||
10 | Re-elect Mike Rogers as Director | Mgmt | For | For | For | |||
11 | Reappoint KPMG LLP as Auditors | Mgmt | For | For | For | |||
12 | Authorise Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
13 | Authorise Issue of Equity | Mgmt | For | For | For | |||
14 | Approve Specific Terms Added to the Performance Share Plan and Co-Investment Plan; Approve Thank You Award 2021 Plan and Tax-Qualified Employee Share Purchase Plan | Mgmt | For | For | For | |||
15 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
16 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||
17 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||
Exxon Mobil Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
XOM | CUSIP 30231G102 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michael J. Angelakis | Mgmt | For | For | For | |||
2 | Elect Susan K. Avery | Mgmt | For | For | For | |||
3 | Elect Angela F. Braly | Mgmt | For | For | For | |||
4 | Elect Gregory J. Goff | Mgmt | For | For | For | |||
5 | Elect John D. Harris II | Mgmt | For | For | For | |||
6 | Elect Kaisa H. Hietala | Mgmt | For | For | For | |||
7 | Elect Joseph L. Hooley | Mgmt | For | For | For | |||
8 | Elect Steven A. Kandarian | Mgmt | For | For | For | |||
9 | Elect Alexander A. Karsner | Mgmt | For | For | For | |||
10 | Elect Lawrence W. Kellner | Mgmt | For | For | For | |||
11 | Elect Jeffrey W. Ubben | Mgmt | For | For | For | |||
12 | Elect Darren W. Woods | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Carbon Capture and Storage | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Methane Emission Disclosures | ShrHoldr | Against | For | Against | |||
20 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Guyanese Operations | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Recalculated Emissions Baseline | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | ShrHoldr | Against | Against | For | |||
24 | Shareholder Proposal Regarding Addressing Virgin Plastic Demand | ShrHoldr | Against | Against | For | |||
25 | Shareholder Proposal Regarding Environmental Litigation | ShrHoldr | Against | Against | For | |||
26 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
27 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | Against | For | |||
28 | Shareholder Proposal Regarding Report on Exploration and Production in the Arctic Refuge | ShrHoldr | Against | Against | For | |||
FactSet Research Systems Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FDS | CINS 303075105 | 12/15/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Declassify the Board of Directors | Mgmt | For | For | For | |||
4 | Amend Certificate of Incorporation to Eliminate Certain Business Combination Restrictions | Mgmt | For | For | For | |||
5 | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | Mgmt | For | For | For | |||
6 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Mgmt | For | For | For | |||
7 | Amend Certificate of Incorporation to Remove Creditor Compromise Provision | Mgmt | For | For | For | |||
8 | Amend Certificate of Incorporation to Clarify, Streamline and Modernize the Certificate of Incorporation | Mgmt | For | For | For | |||
9 | Elect Director James J. McGonigle | Mgmt | For | For | For | |||
10 | Elect Director F. Philip Snow | Mgmt | For | For | For | |||
11 | Elect Director Maria Teresa Tejada | Mgmt | For | For | For | |||
Faraday Technology Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
3035 | CINS Y24101100 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Taiwan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | 2022 Accounts and Reports | Mgmt | For | For | For | |||
2 | 2022 Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Ratification of Board Acts | Mgmt | For | For | For | |||
4 | Amendments to Article | Mgmt | For | For | For | |||
Ferguson Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FERG | CINS G3421J106 | 11/30/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Jersey | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Final Dividend | Mgmt | For | For | For | |||
3 | Re-elect Kelly Baker as Director | Mgmt | For | For | For | |||
4 | Re-elect Suzanne Wood as Director | Mgmt | For | For | For | |||
5 | Re-elect Bill Brundage as Director | Mgmt | For | For | For | |||
6 | Re-elect Geoff Drabble as Director | Mgmt | For | For | For | |||
7 | Re-elect Catherine Halligan as Director | Mgmt | For | For | For | |||
8 | Re-elect Brian May as Director | Mgmt | For | For | For | |||
9 | Re-elect Kevin Murphy as Director | Mgmt | For | For | For | |||
10 | Re-elect Alan Murray as Director | Mgmt | For | For | For | |||
11 | Re-elect Tom Schmitt as Director | Mgmt | For | For | For | |||
12 | Re-elect Nadia Shouraboura as Director | Mgmt | For | For | For | |||
13 | Reappoint Deloitte LLP as Auditors | Mgmt | For | For | For | |||
14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
15 | Authorise UK Political Donations and Expenditure | Mgmt | For | For | For | |||
16 | Authorise Issue of Equity | Mgmt | For | For | For | |||
17 | Approve Non-Employee Director Incentive Plan | Mgmt | For | For | For | |||
18 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||
20 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||
21 | Adopt New Articles of Association | Mgmt | For | For | For | |||
Fertiglobe Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FERTIGLOBE | CINS M4169A102 | 09/29/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Ordinary Shareholders | United Arab Emirates | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Authorize Chairman of the Meeting to Appoint a Secretary and Vote Collector to the Meeting | Mgmt | For | TNA | N/A | |||
2 | Approve Dividends of AED 0.33 per Share for First Half of FY 2022 | Mgmt | For | TNA | N/A | |||
3 | Authorize Board or Any Authorized Person to Ratify and Execute Approved Resolutions | Mgmt | For | TNA | N/A | |||
Fifth Third Bancorp | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FITB | ISIN US316773CR93 | 04/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Nicholas K. Akins | Mgmt | For | For | For | |||
2 | Elect B. Evan Bayh, III | Mgmt | For | For | For | |||
3 | Elect Jorge L. Benitez | Mgmt | For | For | For | |||
4 | Elect Katherine B. Blackburn | Mgmt | For | For | For | |||
5 | Elect Emerson L. Brumback | Mgmt | For | For | For | |||
6 | Elect Linda W. Clement-Holmes | Mgmt | For | For | For | |||
7 | Elect C. Bryan Daniels | Mgmt | For | For | For | |||
8 | Elect Mitchell S. Feiger | Mgmt | For | For | For | |||
9 | Elect Thomas H. Harvey | Mgmt | For | For | For | |||
10 | Elect Gary R. Heminger | Mgmt | For | For | For | |||
11 | Elect Eileen A. Mallesch | Mgmt | For | For | For | |||
12 | Elect Michael B. McCallister | Mgmt | For | For | For | |||
13 | Elect Timothy N. Spence | Mgmt | For | For | For | |||
14 | Elect Marsha C. Williams | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Firstenergy Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FE | CUSIP 337932107 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jana T. Croom | Mgmt | For | For | For | |||
2 | Elect Steven J. Demetriou | Mgmt | For | Against | Against | |||
3 | Elect Lisa Winston Hicks | Mgmt | For | For | For | |||
4 | Elect Paul Kaleta | Mgmt | For | For | For | |||
5 | Elect Sean T. Klimczak | Mgmt | For | For | For | |||
6 | Elect Jesse A. Lynn | Mgmt | For | For | For | |||
7 | Elect James F. O'Neil III | Mgmt | For | For | For | |||
8 | Elect John W. Somerhalder II | Mgmt | For | For | For | |||
9 | Elect Andrew J. Teno | Mgmt | For | For | For | |||
10 | Elect Leslie M. Turner | Mgmt | For | For | For | |||
11 | Elect Melvin Williams | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Reduce Ownership Threshold for Shareholders to Call Special Meetings | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Against | Against | For | |||
Ford Motor Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
F | CUSIP 345370860 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Kimberly A. Casiano | Mgmt | For | For | For | |||
2 | Elect Alexandra Ford English | Mgmt | For | For | For | |||
3 | Elect James D. Farley, Jr. | Mgmt | For | For | For | |||
4 | Elect Henry Ford III | Mgmt | For | Against | Against | |||
5 | Elect William Clay Ford, Jr. | Mgmt | For | For | For | |||
6 | Elect William W. Helman IV | Mgmt | For | For | For | |||
7 | Elect Jon M. Huntsman, Jr. | Mgmt | For | For | For | |||
8 | Elect William E. Kennard | Mgmt | For | Against | Against | |||
9 | Elect John C. May | Mgmt | For | For | For | |||
10 | Elect Beth E. Mooney | Mgmt | For | For | For | |||
11 | Elect Lynn M. Vojvodich Radakovich | Mgmt | For | For | For | |||
12 | Elect John L. Thornton | Mgmt | For | Against | Against | |||
13 | Elect John B. Veihmeyer | Mgmt | For | For | For | |||
14 | Elect John S. Weinberg | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
18 | Approval of the 2023 Long-Term Incentive Plan | Mgmt | For | Against | Against | |||
19 | Shareholder Proposal Regarding Recapitalization | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Child Labor Linked To Electric Vehicles | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Transparency and Minimization of Animal Testing | ShrHoldr | Against | Against | For | |||
Fortinet, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FTNT | CUSIP 34959E109 | 06/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ken Xie | Mgmt | For | For | For | |||
2 | Elect Michael Xie | Mgmt | For | For | For | |||
3 | Elect Kenneth A. Goldman | Mgmt | For | For | For | |||
4 | Elect Ming Hsieh | Mgmt | For | For | For | |||
5 | Elect Jean Hu | Mgmt | For | For | For | |||
6 | Elect William H. Neukom | Mgmt | For | For | For | |||
7 | Elect Judith Sim | Mgmt | For | For | For | |||
8 | Elect James G. Stavridis | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||
13 | Amendment to Articles to Permit the Exculpation of Officers | Mgmt | For | For | For | |||
Fortive Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FTV | CUSIP 34959J108 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Eric Branderiz | Mgmt | For | For | For | |||
2 | Elect Daniel L. Comas | Mgmt | For | For | For | |||
3 | Elect Sharmistha Dubey | Mgmt | For | For | For | |||
4 | Elect Rejji P. Hayes | Mgmt | For | For | For | |||
5 | Elect Wright L. Lassiter III | Mgmt | For | For | For | |||
6 | Elect James A. Lico | Mgmt | For | For | For | |||
7 | Elect Kate D. Mitchell | Mgmt | For | For | For | |||
8 | Elect Jeannine P. Sargent | Mgmt | For | For | For | |||
9 | Elect Alan G. Spoon | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
Fortum Oyj | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FORTUM | CINS X2978Z118 | 11/23/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Finland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Chairman of Meeting | Mgmt | N/A | TNA | N/A | |||
2 | Call the Meeting to Order | Mgmt | N/A | TNA | N/A | |||
3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Mgmt | N/A | TNA | N/A | |||
4 | Acknowledge Proper Convening of Meeting | Mgmt | N/A | TNA | N/A | |||
5 | Prepare and Approve List of Shareholders | Mgmt | N/A | TNA | N/A | |||
6 | Approve Issuance of Shares for a Private Placement to Solidium Oy | Mgmt | For | TNA | N/A | |||
7 | Close Meeting | Mgmt | N/A | TNA | N/A | |||
Freeport-McMoRan Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FCX | CUSIP 35671D857 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David P. Abney | Mgmt | For | For | For | |||
2 | Elect Richard C. Adkerson | Mgmt | For | For | For | |||
3 | Elect Marcela E. Donadio | Mgmt | For | For | For | |||
4 | Elect Robert W. Dudley | Mgmt | For | For | For | |||
5 | Elect Hugh Grant | Mgmt | For | For | For | |||
6 | Elect Lydia H. Kennard | Mgmt | For | For | For | |||
7 | Elect Ryan M. Lance | Mgmt | For | For | For | |||
8 | Elect Sara Grootwassink Lewis | Mgmt | For | For | For | |||
9 | Elect Dustan E. McCoy | Mgmt | For | For | For | |||
10 | Elect Kathleen L. Quirk | Mgmt | For | For | For | |||
11 | Elect John J. Stephens | Mgmt | For | For | For | |||
12 | Elect Frances F. Townsend | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
Fujitsu Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
6702 | CINS J15708159 | 06/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Takahito Tokita | Mgmt | For | For | For | |||
3 | Elect Hidenori Furuta | Mgmt | For | For | For | |||
4 | Elect Takeshi Isobe | Mgmt | For | For | For | |||
5 | Elect Masami Yamamoto | Mgmt | For | For | For | |||
6 | Elect Chiaki Mukai | Mgmt | For | For | For | |||
7 | Elect Atsushi Abe | Mgmt | For | For | For | |||
8 | Elect Yoshiko Kojo | Mgmt | For | For | For | |||
9 | Elect Kenichiro Sasae | Mgmt | For | For | For | |||
10 | Elect Byron Gill | Mgmt | For | For | For | |||
11 | Elect Koji Hatsukawa as Statutory Auditor | Mgmt | For | For | For | |||
12 | Adoption of Restricted share Unit Plan for Outside directors | Mgmt | For | Against | Against | |||
Gaming And Leisure Properties, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GLPI | CUSIP 36467J108 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter M. Carlino | Mgmt | For | For | For | |||
2 | Elect JoAnne A. Epps | Mgmt | For | For | For | |||
3 | Elect Carol Lynton | Mgmt | For | For | For | |||
4 | Elect Joseph W. Marshall, III | Mgmt | For | For | For | |||
5 | Elect James B. Perry | Mgmt | For | For | For | |||
6 | Elect Barry F. Schwartz | Mgmt | For | For | For | |||
7 | Elect Earl C. Shanks | Mgmt | For | For | For | |||
8 | Elect E. Scott Urdang | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Gartner, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
IT | CUSIP 366651107 | 06/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter E. Bisson | Mgmt | For | For | For | |||
2 | Elect Richard J. Bressler | Mgmt | For | For | For | |||
3 | Elect Raul E. Cesan | Mgmt | For | For | For | |||
4 | Elect Karen E. Dykstra | Mgmt | For | For | For | |||
5 | Elect Diana S. Ferguson | Mgmt | For | For | For | |||
6 | Elect Anne Sutherland Fuchs | Mgmt | For | For | For | |||
7 | Elect William O. Grabe | Mgmt | For | For | For | |||
8 | Elect Jose M. Gutierrez | Mgmt | For | For | For | |||
9 | Elect Eugene A. Hall | Mgmt | For | For | For | |||
10 | Elect Stephen G. Pagliuca | Mgmt | For | For | For | |||
11 | Elect Eileen M. Serra | Mgmt | For | For | For | |||
12 | Elect James C. Smith | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Amendment to the Long-Term Incentive Plan | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
GE HealthCare Technologies Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GEHC | CUSIP 36266G107 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter J. Arduini | Mgmt | For | For | For | |||
2 | Elect H. Lawrence Culp, Jr. | Mgmt | For | For | For | |||
3 | Elect Rodney F. Hochman | Mgmt | For | For | For | |||
4 | Elect Lloyd W. Howell, Jr. | Mgmt | For | For | For | |||
5 | Elect Risa Lavizzo-Mourey | Mgmt | For | For | For | |||
6 | Elect Catherine Lesjak | Mgmt | For | For | For | |||
7 | Elect Anne T. Madden | Mgmt | For | For | For | |||
8 | Elect Tomislav Mihaljevic | Mgmt | For | For | For | |||
9 | Elect William J. Stromberg | Mgmt | For | For | For | |||
10 | Elect Phoebe L. Yang | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
GEA Group AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
G1A | cins D28304109 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Germany | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
3 | Allocation of Dividends | Mgmt | For | For | For | |||
4 | Remuneration Report | Mgmt | For | For | For | |||
5 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
6 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
7 | Appointment of Auditor | Mgmt | For | For | For | |||
8 | Elect Dieter Kempf as Supervisory Board Member | Mgmt | For | For | For | |||
9 | Amendments to Articles (Supervisory Board Terms) | Mgmt | For | For | For | |||
10 | Amendments to Articles (Supervisory Board Terms By-Election) | Mgmt | For | For | For | |||
11 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | |||
12 | Amendments to Articles (Virtual Meeting) | Mgmt | For | For | For | |||
13 | Amendments to Articles (Virtual Supervisory Board Attendance at General Meetigns) | Mgmt | For | For | For | |||
14 | Amendments to Articles (Questions at General Meetings) | Mgmt | For | For | For | |||
15 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
General Dynamics Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GD | CUSIP 369550108 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Richard D. Clarke | Mgmt | For | For | For | |||
2 | Elect James S. Crown | Mgmt | For | For | For | |||
3 | Elect Rudy F. deLeon | Mgmt | For | For | For | |||
4 | Elect Cecil D. Haney | Mgmt | For | For | For | |||
5 | Elect Mark M. Malcolm | Mgmt | For | For | For | |||
6 | Elect James N. Mattis | Mgmt | For | For | For | |||
7 | Elect Phebe N. Novakovic | Mgmt | For | For | For | |||
8 | Elect C. Howard Nye | Mgmt | For | For | For | |||
9 | Elect Catherine B. Reynolds | Mgmt | For | For | For | |||
10 | Elect Laura J. Schumacher | Mgmt | For | For | For | |||
11 | Elect Robert K. Steel | Mgmt | For | For | For | |||
12 | Elect John G. Stratton | Mgmt | For | Against | Against | |||
13 | Elect Peter A. Wall | Mgmt | For | For | For | |||
14 | Amendment to Articles Limiting the Liability of Certain Officers | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
18 | Shareholder Proposal Regarding Report on Human Rights Impact Assessments | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
General Electric Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GE | CUSIP 369604301 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Stephen F. Angel | Mgmt | For | For | For | |||
2 | Elect Sebastien Bazin | Mgmt | For | For | For | |||
3 | Elect H. Lawrence Culp, Jr. | Mgmt | For | For | For | |||
4 | Elect Edward Garden | Mgmt | For | For | For | |||
5 | Elect Isabella D. Goren | Mgmt | For | For | For | |||
6 | Elect Thomas Horton | Mgmt | For | For | For | |||
7 | Elect Catherine Lesjak | Mgmt | For | For | For | |||
8 | Elect Darren W. McDew | Mgmt | For | For | For | |||
9 | Elect Paula Rosput Reynolds | Mgmt | For | For | For | |||
10 | Elect Jessica Uhl | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
15 | Shareholder Proposal Regarding Sale of Company | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Audited Report of Net Zero 2050 Goal | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Audited Report on Net Zero Emissions by 2050 Scenario Analysis | ShrHoldr | Against | Against | For | |||
General Motors Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GM | CUSIP 37045V100 | 06/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Mary T. Barra | Mgmt | For | For | For | |||
2 | Elect Aneel Bhusri | Mgmt | For | For | For | |||
3 | Elect Wesley G. Bush | Mgmt | For | For | For | |||
4 | Elect Joanne C. Crevoiserat | Mgmt | For | For | For | |||
5 | Elect Linda R. Gooden | Mgmt | For | For | For | |||
6 | Elect Joseph Jimenez | Mgmt | For | For | For | |||
7 | Elect Jonathan McNeill | Mgmt | For | For | For | |||
8 | Elect Judith A. Miscik | Mgmt | For | Against | Against | |||
9 | Elect Patricia F. Russo | Mgmt | For | For | For | |||
10 | Elect Thomas M. Schoewe | Mgmt | For | For | For | |||
11 | Elect Mark A. Tatum | Mgmt | For | For | For | |||
12 | Elect Jan E. Tighe | Mgmt | For | For | For | |||
13 | Elect Devin N. Wenig | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Amendment to the 2020 Long-Term Incentive Plan | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | For | Against | |||
19 | Shareholder Proposal Regarding Procurement Targets for Sustainable Materials in Supply Chain | ShrHoldr | Against | Against | For | |||
Genuine Parts Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GPC | ISIN US3724601055 | 05/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Elizabeth W. Camp | Mgmt | For | For | For | |||
2 | Elect Richard Cox, Jr. | Mgmt | For | For | For | |||
3 | Elect Paul D. Donahue | Mgmt | For | For | For | |||
4 | Elect Gary P. Fayard | Mgmt | For | For | For | |||
5 | Elect P. Russell Hardin | Mgmt | For | For | For | |||
6 | Elect John R. Holder | Mgmt | For | For | For | |||
7 | Elect Donna W. Hyland | Mgmt | For | For | For | |||
8 | Elect John D. Johns | Mgmt | For | For | For | |||
9 | Elect Jean-Jacques Lafont | Mgmt | For | For | For | |||
10 | Elect Robert C. Loudermilk, Jr. | Mgmt | For | For | For | |||
11 | Elect Wendy B. Needham | Mgmt | For | For | For | |||
12 | Elect Juliette W. Pryor | Mgmt | For | For | For | |||
13 | Elect E. Jenner Wood III | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
Ginkgo Bioworks Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DNA | CUSIP 37611X100 | 06/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Arie S. Belldegrun | Mgmt | For | Against | Against | |||
2 | Elect Marijn E. Dekkers | Mgmt | For | For | For | |||
3 | Elect Kathy Hopinkah Hannan | Mgmt | For | For | For | |||
4 | Elect Christian O. Henry | Mgmt | For | Against | Against | |||
5 | Elect Reshma Kewalramani | Mgmt | For | For | For | |||
6 | Elect Shyam Sankar | Mgmt | For | For | For | |||
7 | Elect Harry E. Sloan | Mgmt | For | For | For | |||
8 | Ratification of Auditor | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Gjensidige Forsikring ASA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GJF | CINS R2763X101 | 03/23/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Norway | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
6 | Election of Presiding Chair | Mgmt | For | TNA | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
8 | Agenda | Mgmt | For | TNA | N/A | |||
9 | Minutes | Mgmt | For | TNA | N/A | |||
10 | Accounts and Reports; Allocation of Profits and Dividends | Mgmt | For | TNA | N/A | |||
11 | Remuneration Report | Mgmt | For | TNA | N/A | |||
12 | Remuneration Policy | Mgmt | For | TNA | N/A | |||
13 | Authority to Distribute a Dividend | Mgmt | For | TNA | N/A | |||
14 | Authority to Repurchase Shares to Implement Equity Compensation Plan | Mgmt | For | TNA | N/A | |||
15 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | |||
16 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | TNA | N/A | |||
17 | Authority to Issue Convertible Debt Instruments | Mgmt | For | TNA | N/A | |||
18 | Election of Directors | Mgmt | For | TNA | N/A | |||
19 | Elect Trine Riis Groven | Mgmt | For | TNA | N/A | |||
20 | Elect Iwar Arnstad | Mgmt | For | TNA | N/A | |||
21 | Elect Pernille Moen Masdal | Mgmt | For | TNA | N/A | |||
22 | Elect Henrik Bachke Madsen | Mgmt | For | TNA | N/A | |||
23 | Elect Inger Grogaard Stensaker | Mgmt | For | TNA | N/A | |||
24 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
25 | Directors and Auditors' Fees | Mgmt | For | TNA | N/A | |||
26 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
27 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
28 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
29 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
Glencore plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GLEN | CINS G39420107 | 05/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Jersey | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Accounts and Reports | Mgmt | For | For | For | |||
3 | Cash Distribution (Reduction in Share Premium Account) | Mgmt | For | For | For | |||
4 | Elect Kalidas V. Madhavpeddi | Mgmt | For | For | For | |||
5 | Elect Gary Nagle | Mgmt | For | For | For | |||
6 | Elect Peter R. Coates | Mgmt | For | For | For | |||
7 | Elect Martin J. Gilbert | Mgmt | For | For | For | |||
8 | Elect Gill Marcus | Mgmt | For | For | For | |||
9 | Elect Cynthia B. Carroll | Mgmt | For | For | For | |||
10 | Elect David Wormsley | Mgmt | For | For | For | |||
11 | Elect Liz Hewitt | Mgmt | For | For | For | |||
12 | Appointment of Auditor | Mgmt | For | For | For | |||
13 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
14 | Opinion on the Companys Climate Report | Mgmt | For | For | For | |||
15 | Remuneration Report | Mgmt | For | For | For | |||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
17 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
18 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
20 | Shareholder Proposal Regarding Climate Action Transition Plan at 2024 AGM | ShrHoldr | Against | Against | For | |||
GoDaddy Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GDDY | CUSIP 380237107 | 06/07/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Mark S. Garrett | Mgmt | For | For | For | |||
2 | Elect Srinivas Tallapragada | Mgmt | For | For | For | |||
3 | Elect Sigal Zarmi | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
5 | Ratification of Auditor | Mgmt | For | For | For | |||
Goodman Group | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GMG | CINS Q4229W132 | 11/17/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Appoint KPMG as Auditor of Goodman Logistics (HK) Limited | Mgmt | For | For | For | |||
2 | Elect Chris Green as Director of Goodman Limited | Mgmt | For | For | For | |||
3 | Elect Phillip Pryke as Director of Goodman Limited | Mgmt | For | For | For | |||
4 | Elect Anthony Rozic as Director of Goodman Limited | Mgmt | For | For | For | |||
5 | Elect Hilary Spann as Director of Goodman Limited | Mgmt | For | For | For | |||
6 | Elect Vanessa Liu as Director of Goodman Limited | Mgmt | For | For | For | |||
7 | Approve Remuneration Report | Mgmt | For | Against | Against | |||
8 | Approve Issuance of Performance Rights to Greg Goodman | Mgmt | For | For | For | |||
9 | Approve Issuance of Performance Rights to Danny Peeters | Mgmt | For | For | For | |||
10 | Approve Issuance of Performance Rights to Anthony Rozic | Mgmt | For | For | For | |||
11 | Approve the Increase in Non-Executive Directors' Fee Pool | Mgmt | For | Against | Against | |||
12 | Approve the Spill Resolution | Mgmt | Against | Against | For | |||
Grupo Financiero Banorte SAB de CV | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GFNORTEO | CINS P49501201 | 11/29/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Mexico | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Incorporation of Banco Bineo S.A., Institucion de Banca Multiple, Grupo Financiero Banorte as Financial Entity Member of Grupo Financiero Banorte S.A.B. de C.V. | Mgmt | For | For | For | |||
2 | Amend Article 2 Re: Incorporation of Banco Bineo S.A., Institucion de Banca Multiple, Grupo Financiero Banorte as Financial Entity Member of Grupo Financiero Banorte S.A.B. de C.V. | Mgmt | For | For | For | |||
3 | Resolutions of Previous Item 1.1 of this Agenda will be Subject to Approval from Corresponding Regulatory Authorities | Mgmt | For | For | For | |||
4 | Approve Modifications of Sole Responsibility Agreement | Mgmt | For | For | For | |||
5 | Resolutions of Previous Item 2.1 of this Agenda will be Subject to Approval from Corresponding Regulatory Authorities | Mgmt | For | For | For | |||
6 | Authorize Board to Ratify and Execute Approved Resolutions | Mgmt | For | For | For | |||
Grupo Financiero Banorte SAB de CV | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GFNORTEO | CINS P49501201 | 11/29/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Ordinary Shareholders | Mexico | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Cash Dividends of MXN 5.81 Per Share | Mgmt | For | For | For | |||
2 | Approve Dividend to Be Paid on Dec. 8, 2022 | Mgmt | For | For | For | |||
3 | Set Aggregate Nominal Amount of Share Repurchase Reserve | Mgmt | For | For | For | |||
4 | Authorize Board to Ratify and Execute Approved Resolutions | Mgmt | For | For | For | |||
Grupo Financiero Banorte, S.A.B. de C.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GFNORTE | CINS P49501201 | 04/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Mexico | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | CEO's Report and Financial Statements | Mgmt | For | For | For | |||
2 | Report of the Board on the Accounting Policies | Mgmt | For | For | For | |||
3 | Report of the Board on Operations and Activities | Mgmt | For | For | For | |||
4 | Report of the Audit and Corporate Governance Commitees' Operations and Activities | Mgmt | For | For | For | |||
5 | Ratification of Board, CEO and Audit and Corporate Governance Committee's Acts | Mgmt | For | For | For | |||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
8 | Elect Carlos Hank Gonzalez | Mgmt | For | For | For | |||
9 | Elect Juan Antonio Gonzalez Moreno | Mgmt | For | For | For | |||
10 | Elect David Villarreal Montemayor | Mgmt | For | For | For | |||
11 | Elect Jose Marcos Ramirez Miguel | Mgmt | For | For | For | |||
12 | Elect Carlos de la Isla Corry | Mgmt | For | For | For | |||
13 | Elect Everardo Elizondo Almaguer | Mgmt | For | For | For | |||
14 | Elect Alicia Alejandra Lebrija Hirschfeld | Mgmt | For | For | For | |||
15 | Elect Clemente Ismael Reyes-Retana Valdes | Mgmt | For | For | For | |||
16 | Elect Mariana Banos Reynaud | Mgmt | For | For | For | |||
17 | Elect Federico Carlos Fernandez Senderos | Mgmt | For | For | For | |||
18 | Elect David Penaloza Alanis | Mgmt | For | For | For | |||
19 | Elect Jose Antonio Chedraui Eguia | Mgmt | For | Against | Against | |||
20 | Elect Alfonso de Angoitia Noriega | Mgmt | For | Against | Against | |||
21 | Elect Thomas Stanley Heather Rodriguez | Mgmt | For | For | For | |||
22 | Elect Graciela Gonzalez Moreno (alternate) | Mgmt | For | For | For | |||
23 | Elect Juan Antonio Gonzalez Marcos (alternate) | Mgmt | For | For | For | |||
24 | Elect Alberto Halabe Hamui (alternate) | Mgmt | For | For | For | |||
25 | Elect Gerardo Salazar Viezca (alternate) | Mgmt | For | For | For | |||
26 | Elect Alberto Perez-Jacome Friscione (alternate) | Mgmt | For | For | For | |||
27 | Elect Diego Martinez Rueda-Chapital (alternate) | Mgmt | For | For | For | |||
28 | Elect Roberto Kelleher Vales (alternate) | Mgmt | For | For | For | |||
29 | Elect Cecilia Goya de Riviello Meade (alternate) | Mgmt | For | For | For | |||
30 | Elect Jose Maria Garza Trevino (alternate) | Mgmt | For | For | For | |||
31 | Elect Manuel Francisco Ruiz Camero (alternate) | Mgmt | For | For | For | |||
32 | Elect Carlos Cesarman Kolteniuk (alternate) | Mgmt | For | For | For | |||
33 | Elect Humberto Tafolla Nunez (alternate) | Mgmt | For | For | For | |||
34 | Elect Carlos Phillips Margain (alternate) | Mgmt | For | For | For | |||
35 | Elect Ricardo Maldonado Yanez (alternate) | Mgmt | For | For | For | |||
36 | Elect Hector Avila Flores as Board Secretary | Mgmt | For | For | For | |||
37 | Authority to Exempt Directors from Providing Own Indemnification | Mgmt | For | For | For | |||
38 | Directors' Fees | Mgmt | For | For | For | |||
39 | Election of Thomas Stanley Heather Rodriguez as Audit and Corporate Governance Committee Chair | Mgmt | For | For | For | |||
40 | Report on the Company's Repurchase Program | Mgmt | For | For | For | |||
41 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
42 | Consolidation of Articles | Mgmt | For | For | For | |||
43 | Election of Meeting Delegates | Mgmt | For | For | For | |||
Grupo Financiero Banorte, S.A.B. de C.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GFNORTE | CINS P49501201 | 06/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Ordinary | Mexico | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Interim Dividend | Mgmt | For | For | For | |||
2 | Set Dividend Payment Date | Mgmt | For | For | For | |||
3 | Election of Meeting Delegates | Mgmt | For | For | For | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
GSK Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GSK | CINS G3910J179 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | For | For | |||
3 | Elect Julie Brown | Mgmt | For | For | For | |||
4 | Elect Vishal Sikka | Mgmt | For | For | For | |||
5 | Elect Elizabeth McKee Anderson | Mgmt | For | For | For | |||
6 | Elect Sir Jonathan R. Symonds | Mgmt | For | For | For | |||
7 | Elect Emma N. Walmsley | Mgmt | For | For | For | |||
8 | Elect Charles A. Bancroft | Mgmt | For | For | For | |||
9 | Elect Hal V. Barron | Mgmt | For | For | For | |||
10 | Elect Anne Beal | Mgmt | For | For | For | |||
11 | Elect Harry Dietz | Mgmt | For | For | For | |||
12 | Elect Jesse Goodman | Mgmt | For | For | For | |||
13 | Elect Urs Rohner | Mgmt | For | For | For | |||
14 | Appointment of Auditor | Mgmt | For | For | For | |||
15 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
16 | Amendment to Remuneration Policy | Mgmt | For | For | For | |||
17 | Authorisation of Political Donations | Mgmt | For | For | For | |||
18 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
22 | Approve Exemption from Statement of the Senior Statutory Auditor's name in published Auditors' Reports | Mgmt | For | For | For | |||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
GSK Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GSK | CINS G3910J112 | 07/06/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Matters Relating to the Demerger of Haleon Group from the GSK Group | Mgmt | For | For | For | |||
2 | Approve the Related Party Transaction Arrangements | Mgmt | For | For | For | |||
Gujarat Fluorochemicals Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
542812 | CINS Y4R879102 | 11/19/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jay Mohanlal Shah as Director and Approve Appointment of Jay Mohanlal Shah as Whole-Time Director | Mgmt | For | For | For | |||
H World Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HTHT | CUSIP 44332N106 | 06/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
2 | Amended and Restated Articles of Association | Mgmt | For | For | For | |||
3 | Ratification of Board Acts | Mgmt | For | For | For | |||
Hana Financial Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
086790 | CINS Y29975102 | 03/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2 | Amend Articles of Incorporation | Mgmt | For | For | For | |||
3.1 | Elect Kim Hong-jin as Outside Director | Mgmt | For | Against | Against | |||
3.2 | Elect Heo Yoon as Outside Director | Mgmt | For | Against | Against | |||
3.3 | Elect Lee Jeong-won as Outside Director | Mgmt | For | Against | Against | |||
3.4 | Elect Park Dong-moon as Outside Director | Mgmt | For | Against | Against | |||
3.5 | Elect Lee Gang-won as Outside Director | Mgmt | For | Against | Against | |||
3.6 | Elect Won Suk-yeon as Outside Director | Mgmt | For | For | For | |||
3.7 | Elect Lee Jun-seo as Outside Director | Mgmt | For | For | For | |||
3.8 | Elect Lee Seung-yeol as Non-Independent Non-Executive Director | Mgmt | For | For | For | |||
4 | Elect Yang Dong-hun as Outside Director to Serve as an Audit Committee Member | Mgmt | For | Against | Against | |||
5.1 | Elect Heo Yoon as a Member of Audit Committee | Mgmt | For | Against | Against | |||
5.2 | Elect Won Suk-yeon as a Member of Audit Committee | Mgmt | For | For | For | |||
5.3 | Elect Lee Jun-seo as a Member of Audit Committee | Mgmt | For | For | For | |||
6 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
Hangzhou Tigermed Consulting Co Ltd | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
300347 | CINS Y3043G118 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | 2022 Annual Report and its Summary and Annual Performance Announcement | Mgmt | For | For | For | |||
3 | 2022 Directors' Report | Mgmt | For | For | For | |||
4 | 2022 Supervisors' Report | Mgmt | For | For | For | |||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
6 | 2022 Accounts and Reports | Mgmt | For | For | For | |||
7 | Appointment of Auditor | Mgmt | For | For | For | |||
8 | Approval of Line of Credit | Mgmt | For | For | For | |||
9 | Use of Idle Funds to Purchase Wealth Management Products | Mgmt | For | For | For | |||
10 | Directors' Fees | Mgmt | For | For | For | |||
11 | Supervisors' Fees | Mgmt | For | For | For | |||
12 | Approval of The Company's Subsidiary to Issue Stock Options | Mgmt | For | For | For | |||
13 | General Mandate for Board Authorization to Issue H Shares | Mgmt | For | For | For | |||
14 | General Mandate for Board Authorization to Repurchase H Shares | Mgmt | For | For | For | |||
15 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
16 | Elect YE Xiaoping | Mgmt | For | For | For | |||
17 | Elect CAO Xiaochun | Mgmt | For | For | For | |||
18 | Elect WU Hao | Mgmt | For | For | For | |||
19 | Elect WEN Zengyu | Mgmt | For | For | For | |||
20 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
21 | Elect YANG Bo | Mgmt | For | For | For | |||
22 | Elect Kenneth LIU Kai Yu / LIAO Qiyu | Mgmt | For | For | For | |||
23 | Elect YUAN Huagang | Mgmt | For | For | For | |||
24 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
25 | Elect CHEN Zhimin | Mgmt | For | For | For | |||
26 | Elect ZHANG Binghui | Mgmt | For | Against | Against | |||
Hangzhou Tigermed Consulting Co Ltd | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
300347 | CINS Y3043G118 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Other | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | General Mandate for Board Authorization to Repurchase H Shares | Mgmt | For | For | For | |||
Hansol Chemical Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
014680 | CINS Y3064E109 | 03/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2 | Amend Articles of Incorporation | Mgmt | For | For | For | |||
3 | Elect Lee Won-jun as Outside Director | Mgmt | For | Against | Against | |||
4 | Elect Lee Won-jun as a Member of Audit Committee | Mgmt | For | For | For | |||
5 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | Against | Against | |||
HCA Healthcare, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HCA | ISIN US40412C1018 | 04/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Thomas F. Frist III | Mgmt | For | For | For | |||
2 | Elect Samuel N. Hazen | Mgmt | For | For | For | |||
3 | Elect Meg G. Crofton | Mgmt | For | For | For | |||
4 | Elect Robert J. Dennis | Mgmt | For | For | For | |||
5 | Elect Nancy-Ann DeParle | Mgmt | For | For | For | |||
6 | Elect William R. Frist | Mgmt | For | For | For | |||
7 | Elect Hugh F. Johnston | Mgmt | For | For | For | |||
8 | Elect Michael W. Michelson | Mgmt | For | For | For | |||
9 | Elect Wayne J. Riley | Mgmt | For | For | For | |||
10 | Elect Andrea B. Smith | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Board Oversight of Staffing and Patient Safety | ShrHoldr | Against | Against | For | |||
Healthpeak Properties, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PEAK | CUSIP 42250P103 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Scott M. Brinker | Mgmt | For | For | For | |||
2 | Elect Brian G. Cartwright | Mgmt | For | For | For | |||
3 | Elect James B. Connor | Mgmt | For | For | For | |||
4 | Elect Christine N. Garvey | Mgmt | For | For | For | |||
5 | Elect R. Kent Griffin Jr. | Mgmt | For | For | For | |||
6 | Elect David B. Henry | Mgmt | For | For | For | |||
7 | Elect Sara G. Lewis | Mgmt | For | For | For | |||
8 | Elect Katherine M. Sandstrom | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
11 | Approval of the 2023 Performance Incentive Plan | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
HEICO Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HEI | ISIN US4228062083 | 03/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Thomas M. Culligan | Mgmt | For | For | For | |||
1.2 | Elect Carol F. Fine | Mgmt | For | For | For | |||
1.3 | Elect Adolfo Henriques | Mgmt | For | For | For | |||
1.4 | Elect Mark H. Hildebrandt | Mgmt | For | Withhold | Against | |||
1.5 | Elect Eric A. Mendelson | Mgmt | For | For | For | |||
1.6 | Elect Laurans A. Mendelson | Mgmt | For | For | For | |||
1.7 | Elect Victor H. Mendelson | Mgmt | For | For | For | |||
1.8 | Elect Julie Neitzel | Mgmt | For | For | For | |||
1.9 | Elect Alan Schriesheim | Mgmt | For | For | For | |||
1.10 | Elect Frank J. Schwitter | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
Hermes International | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RMS | CINS F48051100 | 04/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | |||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
9 | Ratification of Management Acts | Mgmt | For | For | For | |||
10 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
11 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||
12 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
13 | 2022 Remuneration Report | Mgmt | For | Against | Against | |||
14 | 2022 Remuneration of Axel Dumas, Executive Chair | Mgmt | For | Against | Against | |||
15 | 2022 Remuneration of Emile Hermes SAS, Managing General Partner | Mgmt | For | Against | Against | |||
16 | 2022 Remuneration of Éric de Seynes, Supervisory Board Chair | Mgmt | For | For | For | |||
17 | 2023 Remuneration Policy (Executive Chair and General Managing Partner) | Mgmt | For | Against | Against | |||
18 | 2023 Remuneration Policy (Supervisory Board) | Mgmt | For | For | For | |||
19 | Elect Dorothee Altmayer | Mgmt | For | Against | Against | |||
20 | Elect Monique Cohen | Mgmt | For | Against | Against | |||
21 | Elect Renaud Mommeja | Mgmt | For | Against | Against | |||
22 | Elect Eric de Seynes | Mgmt | For | Against | Against | |||
23 | Appointment of Auditor (PricewaterhouseCoopers) | Mgmt | For | For | For | |||
24 | Appointment of Auditor (Grant Thornton) | Mgmt | For | For | For | |||
25 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
26 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
27 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
28 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | Against | Against | |||
29 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
30 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | Against | Against | |||
31 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | Against | Against | |||
32 | Authority to Decide Mergers by Absorption, Spin-Offs and Partial Transfer of Assets | Mgmt | For | Against | Against | |||
33 | Authority to Increase Capital in Case of Mergers by Absorption, Spin-offs or Partial Transfer of Assets | Mgmt | For | Against | Against | |||
34 | Authority to Issue Performance Shares | Mgmt | For | Against | Against | |||
35 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
36 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
37 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
38 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Hilton Worldwide Holdings Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HLT | CUSIP 43300A203 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Christopher J. Nassetta | Mgmt | For | For | For | |||
2 | Elect Jonathan D. Gray | Mgmt | For | For | For | |||
3 | Elect Charlene T. Begley | Mgmt | For | For | For | |||
4 | Elect Chris Carr | Mgmt | For | For | For | |||
5 | Elect Melanie L. Healey | Mgmt | For | For | For | |||
6 | Elect Raymond E. Mabus, Jr. | Mgmt | For | For | For | |||
7 | Elect Judith A. McHale | Mgmt | For | For | For | |||
8 | Elect Elizabeth A. Smith | Mgmt | For | For | For | |||
9 | Elect Douglas M. Steenland | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Holcim Ltd | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HOLN | CINS H3816Q102 | 05/04/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Switzerland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
4 | Compensation Report | Mgmt | For | TNA | N/A | |||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | |||
6 | Allocation of Profits | Mgmt | For | TNA | N/A | |||
7 | Dividend from Reserves | Mgmt | For | TNA | N/A | |||
8 | Amendments to Articles (Corporate Purpose) | Mgmt | For | TNA | N/A | |||
9 | Amendments to Articles (Shares and Capital Structure) | Mgmt | For | TNA | N/A | |||
10 | Amendments to Articles (General Meeting and Auditors) | Mgmt | For | TNA | N/A | |||
11 | Amendments to Articles (Share Restrictions; Qualified Majority) | Mgmt | For | TNA | N/A | |||
12 | Amendments to Articles (Board of Directors and Compensation) | Mgmt | For | TNA | N/A | |||
13 | Elect Jan Jenisch as Board Chair | Mgmt | For | TNA | N/A | |||
14 | Elect Philippe Block | Mgmt | For | TNA | N/A | |||
15 | Elect Kim Fausing | Mgmt | For | TNA | N/A | |||
16 | Elect Leanne Geale | Mgmt | For | TNA | N/A | |||
17 | Elect Naina Lal Kidwai | Mgmt | For | TNA | N/A | |||
18 | Elect Ilias Laber | Mgmt | For | TNA | N/A | |||
19 | Elect Jurg Oleas | Mgmt | For | TNA | N/A | |||
20 | Elect Claudia Sender Ramirez | Mgmt | For | TNA | N/A | |||
21 | Elect Hanne Birgitte Breinbjerg Sorensen | Mgmt | For | TNA | N/A | |||
22 | Elect Ilias Laber as Nominating, Compensation and Governance Committee Member | Mgmt | For | TNA | N/A | |||
23 | Elect Jurg Oleas as Nominating, Compensation and Governance Committee Member | Mgmt | For | TNA | N/A | |||
24 | Elect Claudia Sender Ramirez as Nominating, Compensation and Governance Committee Member | Mgmt | For | TNA | N/A | |||
25 | Elect Hanne Birgitte Breinbjerg Sorensen as Nominating, Compensation and Governance Committee Member | Mgmt | For | TNA | N/A | |||
26 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
27 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||
28 | Board Compensation | Mgmt | For | TNA | N/A | |||
29 | Executive Compensation | Mgmt | For | TNA | N/A | |||
30 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | |||
31 | Advisory Vote on Climate Report | Mgmt | For | TNA | N/A | |||
Hologic, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HOLX | CUSIP 436440101 | 03/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Stephen P. MacMillan | Mgmt | For | For | For | |||
2 | Elect Director Sally W. Crawford | Mgmt | For | For | For | |||
3 | Elect Director Charles J. Dockendorff | Mgmt | For | For | For | |||
4 | Elect Director Scott T. Garrett | Mgmt | For | For | For | |||
5 | Elect Director Ludwig N. Hantson | Mgmt | For | For | For | |||
6 | Elect Director Namal Nawana | Mgmt | For | For | For | |||
7 | Elect Director Christiana Stamoulis | Mgmt | For | For | For | |||
8 | Elect Director Stacey D. Stewart | Mgmt | For | For | For | |||
9 | Elect Director Amy M. Wendell | Mgmt | For | For | For | |||
10 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
11 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
12 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||
13 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
14 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
Honeywell International Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HON | CUSIP 438516106 | 05/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Darius Adamczyk | Mgmt | For | For | For | |||
2 | Elect Duncan B. Angove | Mgmt | For | For | For | |||
3 | Elect William S. Ayer | Mgmt | For | For | For | |||
4 | Elect Kevin Burke | Mgmt | For | For | For | |||
5 | Elect D. Scott Davis | Mgmt | For | For | For | |||
6 | Elect Deborah Flint | Mgmt | For | For | For | |||
7 | Elect Vimal Kapur | Mgmt | For | For | For | |||
8 | Elect Rose Lee | Mgmt | For | For | For | |||
9 | Elect Grace D. Lieblein | Mgmt | For | For | For | |||
10 | Elect Robin L. Washington | Mgmt | For | For | For | |||
11 | Elect Robin Watson | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Environmental and Health Impact Report | ShrHoldr | Against | Against | For | |||
Hoya Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
7741 | CINS J22848105 | 06/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Hiroaki Yoshihara | Mgmt | For | For | For | |||
3 | Elect Yasuyuki Abe | Mgmt | For | For | For | |||
4 | Elect Takayo Hasegawa | Mgmt | For | For | For | |||
5 | Elect Mika Nishimura | Mgmt | For | For | For | |||
6 | Elect Mototsugu Sato | Mgmt | For | For | For | |||
7 | Elect Eiichiro Ikeda | Mgmt | For | For | For | |||
8 | Elect Ryo Hirooka | Mgmt | For | For | For | |||
Humana Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HUM | ISIN US4448591028 | 04/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Raquel C. Bono | Mgmt | For | For | For | |||
2 | Elect Bruce Broussard | Mgmt | For | For | For | |||
3 | Elect Frank A. D'Amelio | Mgmt | For | For | For | |||
4 | Elect David T. Feinberg | Mgmt | For | For | For | |||
5 | Elect Wayne A.I. Frederick | Mgmt | For | For | For | |||
6 | Elect John W. Garratt | Mgmt | For | For | For | |||
7 | Elect Kurt J. Hilzinger | Mgmt | For | For | For | |||
8 | Elect Karen W. Katz | Mgmt | For | For | For | |||
9 | Elect Marcy S. Klevorn | Mgmt | For | For | For | |||
10 | Elect William J. McDonald | Mgmt | For | For | For | |||
11 | Elect Jorge S. Mesquita | Mgmt | For | For | For | |||
12 | Elect Brad D. Smith | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
ICICI Bank Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
532174 | CINS Y3860Z132 | 08/30/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Dividend | Mgmt | For | For | For | |||
3 | Reelect Sandeep Batra as Director | Mgmt | For | For | For | |||
4 | Approve MSKA & Associates, Chartered Accountants as Joint Statutory Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
5 | Approve KKC & Associates LLP, Chartered Accountants as Joint Statutory Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
6 | Reelect Neelam Dhawan as Director | Mgmt | For | For | For | |||
7 | Reelect Uday Chitale as Director | Mgmt | For | For | For | |||
8 | Reelect Radhakrishnan Nair as Director | Mgmt | For | For | For | |||
9 | Elect Rakesh Jha as Director | Mgmt | For | For | For | |||
10 | Approve Appointment and Remuneration of Rakesh Jha as Whole Time Director Designated as Executive Director | Mgmt | For | For | For | |||
11 | Approve Revision in the Remuneration of Sandeep Bakhshi as Managing Director & ChiefExecutive Officer (MD & CEO) | Mgmt | For | For | For | |||
12 | Approve Revision in the Remuneration of Anup Bagchi as Executive Director | Mgmt | For | For | For | |||
13 | Approve Revision in the Remuneration of Sandeep Batra as Executive Director | Mgmt | For | For | For | |||
14 | Approve Revision in the Remuneration of Vishakha Mulye as Erstwhile Executive Director | Mgmt | For | For | For | |||
15 | Approve Material Related Party Transactions for Current Account Deposits | Mgmt | For | For | For | |||
16 | Approve Material Related Party Transactions for Subscription of Securities Issued by Related Parties and Purchase of Securities from Related Parties | Mgmt | For | For | For | |||
17 | Approve Material Related Party Transactions for Sale of Securities to Related Parties | Mgmt | For | For | For | |||
18 | Approve Material Related Party Transactions for Fund Based and Non-Fund Based Credit Facilities | Mgmt | For | For | For | |||
19 | Approve Material Related Party Transactions for Repurchase Transactions and Other Permitted Short-Term Borrowing Transactions | Mgmt | For | For | For | |||
20 | Approve Material Related Party Transactions for Reverse Repurchase Transactions and Other Permitted Short-Term Lending Transactions | Mgmt | For | For | For | |||
21 | Approve Material Related Party Transactions for Availing Manpower Services for Certain Activities of the Bank | Mgmt | For | For | For | |||
22 | Approve Material Related Party Transactions for Availing Insurance Services | Mgmt | For | For | For | |||
23 | Approve and Adopt ICICI Bank Employees Stock Unit Scheme - 2022 | Mgmt | For | Against | Against | |||
24 | Approve Grant of Units to Eligible Employees of Select Unlisted Wholly Owned Subsidiaries Under ICICI Bank Employees Stock Unit Scheme - 2022 | Mgmt | For | Against | Against | |||
ICON plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ICLR | CINS G4705A100 | 07/26/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Steve Cutler | Mgmt | For | For | For | |||
2 | Elect Director John Climax | Mgmt | For | For | For | |||
3 | Elect Director Ronan Murphy | Mgmt | For | For | For | |||
4 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
5 | Authorise Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
6 | Authorize Issue of Equity | Mgmt | For | For | For | |||
7 | Authorize Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
8 | Authorize Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||
9 | Authorize Share Repurchase Program | Mgmt | For | For | For | |||
10 | Approve the Price Range for the Reissuance of Shares | Mgmt | For | For | For | |||
Idexx Laboratories, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
IDXX | CUSIP 45168D104 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Daniel M. Junius | Mgmt | For | For | For | |||
2 | Elect Lawrence D. Kingsley | Mgmt | For | For | For | |||
3 | Elect Sophie V. Vandebroek | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Illumina, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ILMN | CUSIP 452327109 | 05/25/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Proxy Contest | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Management Nominee Frances Arnold | Mgmt | For | TNA | N/A | |||
2 | Elect Management Nominee Francis A. deSouza | Mgmt | For | TNA | N/A | |||
3 | Elect Management Nominee Caroline D. Dorsa | Mgmt | For | TNA | N/A | |||
4 | Elect Management Nominee Robert S. Epstein | Mgmt | For | TNA | N/A | |||
5 | Elect Management Nominee Scott Gottlieb | Mgmt | For | TNA | N/A | |||
6 | Elect Management Nominee Gary S. Guthart | Mgmt | For | TNA | N/A | |||
7 | Elect Management Nominee Philip W. Schiller | Mgmt | For | TNA | N/A | |||
8 | Elect Management Nominee Susan E. Siegel | Mgmt | For | TNA | N/A | |||
9 | Elect Management Nominee John W. Thompson | Mgmt | For | TNA | N/A | |||
10 | Elect Icahn Nominee Vincent J. Intrieri | ShrHoldr | Withhold | TNA | N/A | |||
11 | Elect Icahn Nominee Jesse A. Lynn | ShrHoldr | Withhold | TNA | N/A | |||
12 | Elect Icahn Nominee Andrew J. Teno | ShrHoldr | Withhold | TNA | N/A | |||
13 | Ratification of Auditor | Mgmt | For | TNA | N/A | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | TNA | N/A | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | TNA | Against | |||
16 | Amendment to the 2015 Stock and Incentive Plan | Mgmt | For | TNA | N/A | |||
Illumina, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ILMN | CUSIP 452327109 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Proxy Contest | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Icahn Nominee Vincent J. Intrieri | ShrHoldr | N/A | For | N/A | |||
2 | Elect Icahn Nominee Jesse A. Lynn | ShrHoldr | N/A | For | N/A | |||
3 | Elect Icahn Nominee Andrew J. Teno | ShrHoldr | N/A | For | N/A | |||
4 | Elect Management Nominee Frances Arnold | Mgmt | N/A | Withhold | N/A | |||
5 | Elect Management Nominee Caroline D. Dorsa | Mgmt | N/A | Withhold | N/A | |||
6 | Elect Management Nominee Scott Gottlieb | Mgmt | N/A | Withhold | N/A | |||
7 | Elect Management Nominee Gary S. Guthart | Mgmt | N/A | Withhold | N/A | |||
8 | Elect Management Nominee Philip W. Schiller | Mgmt | N/A | Withhold | N/A | |||
9 | Elect Management Nominee Susan E. Siegel | Mgmt | N/A | Withhold | N/A | |||
10 | Elect Management Nominee Francis A. deSouza | Mgmt | N/A | Withhold | N/A | |||
11 | Elect Management Nominee Robert S. Epstein | Mgmt | N/A | Withhold | N/A | |||
12 | Elect Management Nominee John W. Thompson | Mgmt | N/A | Withhold | N/A | |||
13 | Ratification of Auditor | Mgmt | N/A | For | N/A | |||
14 | Advisory Vote on Executive Compensation | Mgmt | N/A | Against | N/A | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | N/A | 1 Year | N/A | |||
16 | Amendment to the 2015 Stock and Incentive Plan | Mgmt | N/A | For | N/A | |||
Imperial Brands Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
IMB | CINS G4720C107 | 02/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Remuneration Report | Mgmt | For | For | For | |||
3 | Approve Final Dividend | Mgmt | For | For | For | |||
4 | Re-elect Stefan Bomhard as Director | Mgmt | For | For | For | |||
5 | Re-elect Susan Clark as Director | Mgmt | For | For | For | |||
6 | Re-elect Ngozi Edozien as Director | Mgmt | For | For | For | |||
7 | Re-elect Therese Esperdy as Director | Mgmt | For | For | For | |||
8 | Re-elect Alan Johnson as Director | Mgmt | For | For | For | |||
9 | Re-elect Robert Kunze-Concewitz as Director | Mgmt | For | For | For | |||
10 | Re-elect Lukas Paravicini as Director | Mgmt | For | For | For | |||
11 | Re-elect Diane de Saint Victor as Director | Mgmt | For | For | For | |||
12 | Re-elect Jonathan Stanton as Director | Mgmt | For | For | For | |||
13 | Reappoint Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
15 | Approve Share Matching Scheme | Mgmt | For | For | For | |||
16 | Authorise UK Political Donations and Expenditure | Mgmt | For | For | For | |||
17 | Authorise Issue of Equity | Mgmt | For | For | For | |||
18 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
19 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||
20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Mgmt | For | Against | Against | |||
Incyte Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INCY | CUSIP 45337C102 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Julian C. Baker | Mgmt | For | Against | Against | |||
2 | Elect Jean-Jacques Bienaime | Mgmt | For | For | For | |||
3 | Elect Otis W. Brawley | Mgmt | For | For | For | |||
4 | Elect Paul J. Clancy | Mgmt | For | For | For | |||
5 | Elect Jacqualyn A. Fouse | Mgmt | For | For | For | |||
6 | Elect Edmund P. Harrigan | Mgmt | For | For | For | |||
7 | Elect Katherine A. High | Mgmt | For | For | For | |||
8 | Elect Herve Hoppenot | Mgmt | For | For | For | |||
9 | Elect Susanne Schaffert | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Amendment to the 2010 Stock Incentive Plan | Mgmt | For | Against | Against | |||
13 | Amendment to the 1997 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
Industria de Diseno Textil SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ITX | CINS E6282J125 | 07/12/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Spain | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Standalone Financial Statements and Discharge of Board | Mgmt | For | For | For | |||
2 | Approve Consolidated Financial Statements | Mgmt | For | For | For | |||
3 | Approve Non-Financial Information Statement | Mgmt | For | For | For | |||
4 | Approve Allocation of Income and Dividends | Mgmt | For | For | For | |||
5 | Appoint Ernst & Young as Auditor | Mgmt | For | For | For | |||
6 | Approve Novation of the Former Executive Chairman's Post-Contractual Non-Compete Agreement | Mgmt | For | For | For | |||
7 | Amend Remuneration Policy | Mgmt | For | For | For | |||
8 | Advisory Vote on Remuneration Report | Mgmt | For | For | For | |||
9 | Authorize Board to Ratify and Execute Approved Resolutions | Mgmt | For | For | For | |||
10 | Receive Amendments to Board of Directors Regulations | Mgmt | N/A | N/A | N/A | |||
11 | Ratify Appointment of and Elect Marta Ortega Perez as Director | Mgmt | For | Against | Against | |||
12 | Ratify Appointment of and Elect Oscar Garcia Maceiras as Director | Mgmt | For | Against | Against | |||
13 | Reelect Pilar Lopez Alvarez as Director | Mgmt | For | Against | Against | |||
14 | Reelect Rodrigo Echenique Gordillo as Director | Mgmt | For | Against | Against | |||
Informa Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INF | CINS G4770L106 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Andrew Mark Ransom | Mgmt | For | For | For | |||
2 | Elect John Rishton | Mgmt | For | For | For | |||
3 | Elect Stephen A. Carter | Mgmt | For | For | For | |||
4 | Elect Gareth Wright | Mgmt | For | For | For | |||
5 | Elect Mary T. McDowell | Mgmt | For | For | For | |||
6 | Elect Gill Whitehead | Mgmt | For | For | For | |||
7 | Elect Louise Smalley | Mgmt | For | For | For | |||
8 | Elect David J. S. Flaschen | Mgmt | For | For | For | |||
9 | Elect Joanne Wilson | Mgmt | For | For | For | |||
10 | Elect Zheng Yin | Mgmt | For | For | For | |||
11 | Elect Patrick Martell | Mgmt | For | For | For | |||
12 | Accounts and Reports | Mgmt | For | For | For | |||
13 | Remuneration Report | Mgmt | For | For | For | |||
14 | Final Dividend | Mgmt | For | For | For | |||
15 | Appointment of Auditor | Mgmt | For | For | For | |||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
17 | Authorisation of Political Donations | Mgmt | For | For | For | |||
18 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
22 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
Infosys Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
500209 | CINS Y4082C133 | 12/02/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Buyback of Equity Shares | Mgmt | For | For | For | |||
Ingersoll Rand Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
IR | CUSIP 45687V106 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Vicente Reynal | Mgmt | For | For | For | |||
2 | Elect William P. Donnelly | Mgmt | For | For | For | |||
3 | Elect Kirk E. Arnold | Mgmt | For | For | For | |||
4 | Elect Gary D. Forsee | Mgmt | For | For | For | |||
5 | Elect Jennifer Hartsock | Mgmt | For | For | For | |||
6 | Elect John Humphrey | Mgmt | For | For | For | |||
7 | Elect Marc E. Jones | Mgmt | For | For | For | |||
8 | Elect Mark Stevenson | Mgmt | For | For | For | |||
9 | Elect Michael Stubblefield | Mgmt | For | For | For | |||
10 | Elect Tony L. White | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Intercontinental Exchange, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ICE | CUSIP 45866F104 | 05/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Sharon Y. Bowen | Mgmt | For | For | For | |||
2 | Elect Shantella E. Cooper | Mgmt | For | For | For | |||
3 | Elect Duriya M. Farooqui | Mgmt | For | For | For | |||
4 | Elect Lord Hague of Richmond | Mgmt | For | For | For | |||
5 | Elect Mark F. Mulhern | Mgmt | For | For | For | |||
6 | Elect Thomas E. Noonan | Mgmt | For | For | For | |||
7 | Elect Caroline L. Silver | Mgmt | For | For | For | |||
8 | Elect Jeffrey C. Sprecher | Mgmt | For | For | For | |||
9 | Elect Judith A. Sprieser | Mgmt | For | For | For | |||
10 | Elect Martha A. Tirinnanzi | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | ShrHoldr | Against | Against | For | |||
International Container Terminal Services, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ICT | CINS Y41157101 | 04/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Philippines | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Call To Order | Mgmt | For | For | For | |||
2 | Determination Of Existence Of Quorum | Mgmt | For | For | For | |||
3 | Meeting Minutes | Mgmt | For | For | For | |||
4 | Chairman's Report | Mgmt | For | For | For | |||
5 | Accounts and Reports | Mgmt | For | For | For | |||
6 | Ratification of Board Acts | Mgmt | For | For | For | |||
7 | Elect Enrique K. Razon Jr. | Mgmt | For | For | For | |||
8 | Elect Cesar A. Buenaventura | Mgmt | For | For | For | |||
9 | Elect Carlos C. Ejercito | Mgmt | For | For | For | |||
10 | Elect Diosdado M. Peralta | Mgmt | For | For | For | |||
11 | Elect Jose C. Ibazeta | Mgmt | For | For | For | |||
12 | Elect Stephen George A. Paradies | Mgmt | For | For | For | |||
13 | Elect Andres Soriano III | Mgmt | For | For | For | |||
14 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
15 | Transaction of Other Business | Mgmt | For | Against | Against | |||
16 | Right to Adjourn Meeting | Mgmt | For | For | For | |||
Intuit Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INTU | CUSIP 461202103 | 01/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Eve Burton | Mgmt | For | For | For | |||
2 | Elect Director Scott D. Cook | Mgmt | For | For | For | |||
3 | Elect Director Richard L. Dalzell | Mgmt | For | For | For | |||
4 | Elect Director Sasan K. Goodarzi | Mgmt | For | For | For | |||
5 | Elect Director Deborah Liu | Mgmt | For | For | For | |||
6 | Elect Director Tekedra Mawakana | Mgmt | For | For | For | |||
7 | Elect Director Suzanne Nora Johnson | Mgmt | For | For | For | |||
8 | Elect Director Thomas Szkutak | Mgmt | For | For | For | |||
9 | Elect Director Raul Vazquez | Mgmt | For | For | For | |||
10 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
11 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
12 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
Intuitive Surgical, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ISRG | CUSIP 46120E602 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Craig H. Barratt | Mgmt | For | For | For | |||
2 | Elect Joseph C. Beery | Mgmt | For | For | For | |||
3 | Elect Gary S. Guthart | Mgmt | For | For | For | |||
4 | Elect Amal M. Johnson | Mgmt | For | For | For | |||
5 | Elect Don R. Kania | Mgmt | For | For | For | |||
6 | Elect Amy L. Ladd | Mgmt | For | For | For | |||
7 | Elect Keith R. Leonard, Jr. | Mgmt | For | For | For | |||
8 | Elect Alan J. Levy | Mgmt | For | For | For | |||
9 | Elect Jami Dover Nachtsheim | Mgmt | For | For | For | |||
10 | Elect Monica P. Reed | Mgmt | For | For | For | |||
11 | Elect Mark J. Rubash | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | |||
Investor AB | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INVEB | CINS W5R777115 | 05/03/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Sweden | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
6 | Election of Presiding Chair | Mgmt | For | TNA | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
8 | Agenda | Mgmt | For | TNA | N/A | |||
9 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
10 | Compliance with the Rules of Convocation | Mgmt | For | TNA | N/A | |||
11 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
12 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
13 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
14 | Remuneration Report | Mgmt | For | TNA | N/A | |||
15 | Ratification of Gunnar Brock | Mgmt | For | TNA | N/A | |||
16 | Ratification of Johan Forssell | Mgmt | For | TNA | N/A | |||
17 | Ratification of Magdalena Gerger | Mgmt | For | TNA | N/A | |||
18 | Ratification of Tom Johnstone | Mgmt | For | TNA | N/A | |||
19 | Ratification of Isabelle Kocher | Mgmt | For | TNA | N/A | |||
20 | Ratification of Sven Nyman | Mgmt | For | TNA | N/A | |||
21 | Ratification of Grace Reksten Skaugen | Mgmt | For | TNA | N/A | |||
22 | Ratification of Hans Straberg | Mgmt | For | TNA | N/A | |||
23 | Ratification of Jacob Wallenberg | Mgmt | For | TNA | N/A | |||
24 | Ratification of Marcus Wallenberg | Mgmt | For | TNA | N/A | |||
25 | Ratification of Sara Ohrvall | Mgmt | For | TNA | N/A | |||
26 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||
27 | Board Size | Mgmt | For | TNA | N/A | |||
28 | Number of Auditors | Mgmt | For | TNA | N/A | |||
29 | Directors' Fees | Mgmt | For | TNA | N/A | |||
30 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | |||
31 | Elect Gunnar Brock | Mgmt | For | TNA | N/A | |||
32 | Elect Johan Forssell | Mgmt | For | TNA | N/A | |||
33 | Elect Magdalena Gerger | Mgmt | For | TNA | N/A | |||
34 | Elect Tom Johnstone | Mgmt | For | TNA | N/A | |||
35 | Elect Isabelle Kocher | Mgmt | For | TNA | N/A | |||
36 | Elect Sven Nyman | Mgmt | For | TNA | N/A | |||
37 | Elect Grace Reksten Skaugen | Mgmt | For | TNA | N/A | |||
38 | Elect Hans Straberg | Mgmt | For | TNA | N/A | |||
39 | Elect Jacob Wallenberg | Mgmt | For | TNA | N/A | |||
40 | Elect Marcus Wallenberg | Mgmt | For | TNA | N/A | |||
41 | Elect Sara Ohrvall | Mgmt | For | TNA | N/A | |||
42 | Elect Jacob Wallenberg as chair | Mgmt | For | TNA | N/A | |||
43 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
44 | Adoption of Share-Based Incentives (Investor Program) | Mgmt | For | TNA | N/A | |||
45 | Adoption of Share-Based Incentives (Patricia Industries Program) | Mgmt | For | TNA | N/A | |||
46 | Authority to Repurchase and Reissue Shares Pursuant to LTIP | Mgmt | For | TNA | N/A | |||
47 | Issuance of Treasury Shares Pursuant to LTIP | Mgmt | For | TNA | N/A | |||
48 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
49 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
50 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
51 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
Ipsen | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
IPN | CINS F5362H107 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
9 | Accounts and Reports | Mgmt | For | For | For | |||
10 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
11 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
12 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||
13 | Appointment of Auditor (KPMG) | Mgmt | For | For | For | |||
14 | Elect Marc de Garidel | Mgmt | For | Against | Against | |||
15 | Elect Henri Beaufour | Mgmt | For | Against | Against | |||
16 | Elect Michele Ollier | Mgmt | For | Against | Against | |||
17 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
18 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
19 | 2023 Remuneration Policy (CEO and Other Executives) | Mgmt | For | Against | Against | |||
20 | 2022 Remuneration Report | Mgmt | For | For | For | |||
21 | 2022 Remuneration of Marc de Garidel, Chair | Mgmt | For | For | For | |||
22 | 2022 Remuneration of David Loew, CEO | Mgmt | For | Against | Against | |||
23 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
24 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
25 | Authority to Increase Capital Through Capitalisations | Mgmt | For | Against | Against | |||
26 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
27 | Authority to Increase Capital in Case of Exchange Offers | Mgmt | For | For | For | |||
28 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | |||
29 | Greenshoe | Mgmt | For | For | For | |||
30 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
31 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
32 | Authority to Grant Stock Options | Mgmt | For | Against | Against | |||
33 | Amendments to Articles Regarding Chair Age Limits | Mgmt | For | For | For | |||
34 | Amendments to Articles Regarding Board Meetings' Minutes | Mgmt | For | For | For | |||
35 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
IQVIA Holdings Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
IQV | ISIN US74876Y1010 | 04/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Carol J. Burt | Mgmt | For | For | For | |||
2 | Elect Colleen A. Goggins | Mgmt | For | For | For | |||
3 | Elect Sheila A. Stamps | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
5 | Permit Shareholders to Call Special Meetings | Mgmt | For | For | For | |||
6 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||
7 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
8 | Ratification of Auditor | Mgmt | For | For | For | |||
Israel Discount Bank Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DSCT | CINS 465074201 | 02/28/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Special | Israel | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Compensation Policy for the Directors and Officers of the Company | Mgmt | For | TNA | N/A | |||
2 | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Mgmt | None | TNA | N/A | |||
3 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
4 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
5 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
Israel Discount Bank Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DSCT | CINS 465074201 | 08/02/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Israel | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Discuss Financial Statements and the Report of the Board | Mgmt | N/A | TNA | N/A | |||
2 | Reappoint Ziv Haft & Co. and Somekh Chaikin as Joint Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | TNA | N/A | |||
3 | Elect Danny Yamin as External Director | Mgmt | For | TNA | N/A | |||
4 | Elect Guy Richker as External Director | Mgmt | For | TNA | N/A | |||
5 | Approve Amended Compensation Policy for the Directors and Officers of the Company | Mgmt | For | TNA | N/A | |||
6 | Approve Update Employment Terms of Shaul Kobrinsky, Chairman and Amend Compensation Policy for the Directors and Officers of the Company Accordingly | Mgmt | For | TNA | N/A | |||
7 | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Mgmt | None | TNA | N/A | |||
8 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
9 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
10 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
Itochu Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
8001 | CINS J2501P104 | 06/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Masahiro Okafuji | Mgmt | For | For | For | |||
4 | Elect Keita Ishii | Mgmt | For | For | For | |||
5 | Elect Fumihiko Kobayashi | Mgmt | For | For | For | |||
6 | Elect Tsuyoshi Hachimura | Mgmt | For | For | For | |||
7 | Elect Hiroyuki Tsubai | Mgmt | For | For | For | |||
8 | Elect Hiroyuki Naka | Mgmt | For | For | For | |||
9 | Elect Masatoshi Kawana | Mgmt | For | For | For | |||
10 | Elect Makiko Nakamori | Mgmt | For | For | For | |||
11 | Elect Kunio Ishizuka | Mgmt | For | For | For | |||
12 | Elect Akiko Ito Akiko Noda | Mgmt | For | For | For | |||
13 | Elect Yoshiko Matoba | Mgmt | For | For | For | |||
14 | Elect Kentaro Uryu | Mgmt | For | For | For | |||
15 | Elect Tsutomu Fujita | Mgmt | For | For | For | |||
16 | Elect Kumi Kobayashi Kumi Nojiri | Mgmt | For | For | For | |||
ITT Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ITT | CUSIP 45073V108 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Don DeFosset | Mgmt | For | For | For | |||
2 | Elect Nicholas C. Fanandakis | Mgmt | For | For | For | |||
3 | Elect Richard P. Lavin | Mgmt | For | For | For | |||
4 | Elect Rebecca A. McDonald | Mgmt | For | For | For | |||
5 | Elect Timothy H. Powers | Mgmt | For | For | For | |||
6 | Elect Luca Savi | Mgmt | For | For | For | |||
7 | Elect Cheryl L. Shavers | Mgmt | For | For | For | |||
8 | Elect Sabrina Soussan | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Approval of the Employee Stock Purchase Plan | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Allowing Beneficial Owners to Call Special Meetings | ShrHoldr | Against | Against | For | |||
JAPAN POST HOLDINGS Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
6178 | CINS J2800D109 | 06/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Hiroya Masuda | Mgmt | For | Against | Against | |||
3 | Elect Atsushi Iizuka | Mgmt | For | Against | Against | |||
4 | Elect Norito Ikeda | Mgmt | For | Against | Against | |||
5 | Elect Tetsuya Senda | Mgmt | For | Against | Against | |||
6 | Elect Kunio Tanigaki | Mgmt | For | Against | Against | |||
7 | Elect Tsuyoshi Okamoto | Mgmt | For | Against | Against | |||
8 | Elect Miharu Koezuka | Mgmt | For | Against | Against | |||
9 | Elect Sakie Akiyama | Mgmt | For | Against | Against | |||
10 | Elect Makoto Kaiami | Mgmt | For | Against | Against | |||
11 | Elect Akira Satake | Mgmt | For | Against | Against | |||
12 | Elect Takako Suwa | Mgmt | For | Against | Against | |||
13 | Elect Yayoi Ito | Mgmt | For | Against | Against | |||
14 | Elect Hiroshi Oeda | Mgmt | For | Against | Against | |||
15 | Elect Miyoko Kimura Miyoko Sakekawa | Mgmt | For | Against | Against | |||
16 | Elect Kosei Shindo | Mgmt | For | Against | Against | |||
Jardine Matheson Holdings Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JARJ | CINS G50736100 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Bermuda | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Final Dividend | Mgmt | For | For | For | |||
3 | Elect David HSU | Mgmt | For | Against | Against | |||
4 | Elect Adam P.C. Keswick | Mgmt | For | Against | Against | |||
5 | Elect Anthony Nightingale | Mgmt | For | Against | Against | |||
6 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
7 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | |||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
JD Sports Fashion plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JD | CINS G5144Y120 | 06/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | For | For | |||
3 | Final Dividend | Mgmt | For | For | For | |||
4 | Elect Regis Schultz | Mgmt | For | For | For | |||
5 | Elect Neil Greenhalgh | Mgmt | For | For | For | |||
6 | Elect Andrew Long | Mgmt | For | For | For | |||
7 | Elect Kath Smith | Mgmt | For | For | For | |||
8 | Elect Bert Hoyt | Mgmt | For | For | For | |||
9 | Elect Helen Ashton | Mgmt | For | For | For | |||
10 | Elect Mahbobeh Sabetnia | Mgmt | For | For | For | |||
11 | Elect Suzanne Williams | Mgmt | For | For | For | |||
12 | Elect Andrew Higginson | Mgmt | For | For | For | |||
13 | Elect Ian Dyson | Mgmt | For | For | For | |||
14 | Elect Angela Luger | Mgmt | For | For | For | |||
15 | Elect Darren Shapland | Mgmt | For | For | For | |||
16 | Appointment of Auditor | Mgmt | For | For | For | |||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
18 | Authorisation of Political Donations | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
JD Sports Fashion Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JD | CINS G5144Y120 | 07/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Remuneration Report | Mgmt | For | Against | Against | |||
3 | Approve Final Dividend | Mgmt | For | For | For | |||
4 | Re-elect Neil Greenhalgh as Director | Mgmt | For | For | For | |||
5 | Re-elect Andrew Long as Director | Mgmt | For | For | For | |||
6 | Re-elect Kath Smith as Director | Mgmt | For | For | For | |||
7 | Elect Bert Hoyt as Director | Mgmt | For | For | For | |||
8 | Elect Helen Ashton as Director | Mgmt | For | For | For | |||
9 | Elect Mahbobeh Sabetnia as Director | Mgmt | For | For | For | |||
10 | Elect Suzi Williams as Director | Mgmt | For | For | For | |||
11 | Reappoint KPMG LLP as Auditors | Mgmt | For | For | For | |||
12 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
13 | Authorise UK Political Donations and Expenditure | Mgmt | For | For | For | |||
14 | Authorise Issue of Equity | Mgmt | For | For | For | |||
15 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
16 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Mgmt | For | Against | Against | |||
JD Sports Fashion Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JD | CINS G5144Y120 | 12/13/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Policy | Mgmt | For | For | For | |||
2 | Approve Long Term Incentive Plan | Mgmt | For | For | For | |||
3 | Approve Deferred Bonus Plan | Mgmt | For | For | For | |||
Jefferies Financial Group Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JEF | CUSIP 47233W109 | 06/28/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Amendment to to Authorize a New Class of Non-Voting Common Stock | Mgmt | For | Against | Against | |||
2 | Right to Adjourn Meeting | Mgmt | For | For | For | |||
Johnson & Johnson | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JNJ | CUSIP 478160104 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Darius Adamczyk | Mgmt | For | For | For | |||
2 | Elect Mary C. Beckerle | Mgmt | For | For | For | |||
3 | Elect D. Scott Davis | Mgmt | For | For | For | |||
4 | Elect Jennifer A. Doudna | Mgmt | For | For | For | |||
5 | Elect Joaquin Duato | Mgmt | For | For | For | |||
6 | Elect Marillyn A. Hewson | Mgmt | For | For | For | |||
7 | Elect Paula A. Johnson | Mgmt | For | For | For | |||
8 | Elect Hubert Joly | Mgmt | For | For | For | |||
9 | Elect Mark B. McClellan | Mgmt | For | For | For | |||
10 | Elect Anne Mulcahy | Mgmt | For | For | For | |||
11 | Elect Mark A. Weinberger | Mgmt | For | For | For | |||
12 | Elect Nadja Y. West | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Adoption of Mandatory Arbitration Bylaw | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
Johnson Controls International Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JCI | CINS G51502105 | 03/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Jean Blackwell | Mgmt | For | For | For | |||
2 | Elect Director Pierre Cohade | Mgmt | For | For | For | |||
3 | Elect Director Michael E. Daniels | Mgmt | For | For | For | |||
4 | Elect Director W. Roy Dunbar | Mgmt | For | For | For | |||
5 | Elect Director Gretchen R. Haggerty | Mgmt | For | For | For | |||
6 | Elect Director Ayesha Khanna | Mgmt | For | For | For | |||
7 | Elect Director Simone Menne | Mgmt | For | For | For | |||
8 | Elect Director George R. Oliver | Mgmt | For | For | For | |||
9 | Elect Director Jurgen Tinggren | Mgmt | For | For | For | |||
10 | Elect Director Mark Vergnano | Mgmt | For | For | For | |||
11 | Elect Director John D. Young | Mgmt | For | For | For | |||
12 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
13 | Authorize Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
14 | Authorize Market Purchases of Company Shares | Mgmt | For | For | For | |||
15 | Determine Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||
16 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
17 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
18 | Approve the Directors' Authority to Allot Shares | Mgmt | For | For | For | |||
19 | Approve the Disapplication of Statutory Pre-Emption Rights | Mgmt | For | For | For | |||
Jones Lang LaSalle Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JLL | CUSIP 48020Q107 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Hugo Bague | Mgmt | For | For | For | |||
2 | Elect Matthew Carter, Jr. | Mgmt | For | For | For | |||
3 | Elect Tina Ju | Mgmt | For | For | For | |||
4 | Elect Bridget Macaskill | Mgmt | For | For | For | |||
5 | Elect Deborah H. McAneny | Mgmt | For | For | For | |||
6 | Elect Siddharth N. Mehta | Mgmt | For | For | For | |||
7 | Elect Moses Ojeisekhoba | Mgmt | For | For | For | |||
8 | Elect Jeetendra I. Patel | Mgmt | For | For | For | |||
9 | Elect Ann Marie Petach | Mgmt | For | For | For | |||
10 | Elect Larry Quinlan | Mgmt | For | For | For | |||
11 | Elect Efrain Rivera | Mgmt | For | For | For | |||
12 | Elect Christian Ulbrich | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Amendment to the 2019 Stock Award and Incentive Plan | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
JPMorgan Chase & Co. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JPM | CUSIP 46625H100 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Linda B. Bammann | Mgmt | For | For | For | |||
2 | Elect Stephen B. Burke | Mgmt | For | For | For | |||
3 | Elect Todd A. Combs | Mgmt | For | For | For | |||
4 | Elect James S. Crown | Mgmt | For | For | For | |||
5 | Elect Alicia Boler Davis | Mgmt | For | For | For | |||
6 | Elect James Dimon | Mgmt | For | For | For | |||
7 | Elect Timothy P. Flynn | Mgmt | For | For | For | |||
8 | Elect Alex Gorsky | Mgmt | For | For | For | |||
9 | Elect Mellody Hobson | Mgmt | For | For | For | |||
10 | Elect Michael A. Neal | Mgmt | For | For | For | |||
11 | Elect Phebe N. Novakovic | Mgmt | For | For | For | |||
12 | Elect Virginia M. Rometty | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Revision of Committee Charter to Include Oversight of Animal Welfare | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Right to Call Special Meetings by Beneficial Owners | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | ShrHoldr | Against | Against | For | |||
Julius Baer Group Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BAER | CINS H4414N103 | 04/13/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Switzerland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
3 | Compensation Report | Mgmt | For | TNA | N/A | |||
4 | Allocation of Dividends | Mgmt | For | TNA | N/A | |||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | |||
6 | Board Compensation | Mgmt | For | TNA | N/A | |||
7 | Executive Compensation (Cash-Based Variable) | Mgmt | For | TNA | N/A | |||
8 | Executive Compensation (Share-Based Variable) | Mgmt | For | TNA | N/A | |||
9 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | |||
10 | Elect Romeo Lacher | Mgmt | For | TNA | N/A | |||
11 | Elect Gilbert Achermann | Mgmt | For | TNA | N/A | |||
12 | Elect Richard Campbell-Breeden | Mgmt | For | TNA | N/A | |||
13 | Elect David R. Nicol | Mgmt | For | TNA | N/A | |||
14 | Elect Kathryn Shih | Mgmt | For | TNA | N/A | |||
15 | Elect Tomas Varela Muina | Mgmt | For | TNA | N/A | |||
16 | Elect Eunice Zehnder-Lai | Mgmt | For | TNA | N/A | |||
17 | Elect Olga Zoutendijk | Mgmt | For | TNA | N/A | |||
18 | Elect Juerg Hunziker | Mgmt | For | TNA | N/A | |||
19 | Appoint Romeo Lacher as Board Chair | Mgmt | For | TNA | N/A | |||
20 | Elect Gilbert Achermann as Nomination and Compensation Committee Member | Mgmt | For | TNA | N/A | |||
21 | Elect Richard Campbell-Breeden as Nomination and Compensation Committee Member | Mgmt | For | TNA | N/A | |||
22 | Elect Kathryn Shih as Nomination and Compensation Committee Member | Mgmt | For | TNA | N/A | |||
23 | Elect Eunice Zehnder-Lai as Nomination and Compensation Committee Member | Mgmt | For | TNA | N/A | |||
24 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
25 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||
26 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | |||
27 | Amendments to Articles (Shares and Share Register) | Mgmt | For | TNA | N/A | |||
28 | Amendments to Articles (Share Transfer) | Mgmt | For | TNA | N/A | |||
29 | Amendments to Articles (General Meeting) | Mgmt | For | TNA | N/A | |||
30 | Amendments to Articles (Virtual Meeting) | Mgmt | For | TNA | N/A | |||
31 | Amendments to Articles (Board and Compensation) | Mgmt | For | TNA | N/A | |||
32 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
KB Financial Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
105560 | CINS Y46007103 | 03/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2 | Amend Articles of Incorporation | Mgmt | For | For | For | |||
3.1 | Elect Kwon Seon-ju as Outside Director | Mgmt | For | For | For | |||
3.2 | Elect Cho Hwa-jun as Outside Director | Mgmt | For | For | For | |||
3.3 | Elect Oh Gyu-taek as Outside Director | Mgmt | For | For | For | |||
3.4 | Elect Yeo Jeong-seong as Outside Director | Mgmt | For | For | For | |||
3.5 | Elect Kim Seong-yong as Outside Director | Mgmt | For | For | For | |||
4 | Elect Kim Gyeong-ho as Outside Director to Serve as an Audit Committee Member | Mgmt | For | For | For | |||
5.1 | Elect Kwon Seon-ju as a Member of Audit Committee | Mgmt | For | For | For | |||
5.2 | Elect Cho Hwa-jun as a Member of Audit Committee | Mgmt | For | For | For | |||
5.3 | Elect Kim Seong-yong as a Member of Audit Committee | Mgmt | For | For | For | |||
6 | Approve Terms of Retirement Pay | Mgmt | For | For | For | |||
7 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
8 | Amend Articles of Incorporation (Shareholder Proposal) | ShrHoldr | Against | Against | For | |||
9 | Elect Lim Gyeong-jong as Outside Director (Shareholder Proposal) | ShrHoldr | Against | Against | For | |||
KDDI CORPORATION | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
9433 | CINS J31843105 | 06/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Amendments to Articles | Mgmt | For | For | For | |||
4 | Elect Takashi Tanaka | Mgmt | For | For | For | |||
5 | Elect Makoto Takahashi | Mgmt | For | For | For | |||
6 | Elect Toshitake Amamiya | Mgmt | For | For | For | |||
7 | Elect Kazuyuki Yoshimura | Mgmt | For | For | For | |||
8 | Elect Yasuaki Kuwahara | Mgmt | For | For | For | |||
9 | Elect Hiromichi Matsuda | Mgmt | For | For | For | |||
10 | Elect Goro Yamaguchi | Mgmt | For | For | For | |||
11 | Elect Keiji Yamamoto | Mgmt | For | For | For | |||
12 | Elect Shigeki Goto | Mgmt | For | For | For | |||
13 | Elect Tsutomu Tannowa | Mgmt | For | For | For | |||
14 | Elect Junko Okawa | Mgmt | For | For | For | |||
15 | Elect Kyoko Okumiya | Mgmt | For | For | For | |||
KEI Industries Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
517569 | CINS Y4640F123 | 03/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Reelect Sadhu Ram Bansal as Director | Mgmt | For | Against | Against | |||
KEI Industries Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
517569 | CINS Y4640F123 | 09/07/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Confirm Interim Dividend as Final Dividend | Mgmt | For | For | For | |||
3 | Reelect Akshit Diviaj Gupta as Director | Mgmt | For | Against | Against | |||
4 | Approve Pawan Shubham & Co., Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
5 | Approve Remuneration of Cost Auditors | Mgmt | For | For | For | |||
6 | Approve Increase in Remuneration of Vedika Gupta as General Manager (Procurement) and Holding an Office or Place of Profit in the Company | Mgmt | For | Against | Against | |||
7 | Amend Articles of Association | Mgmt | For | For | For | |||
8 | Adopt Memorandum of Association | Mgmt | For | For | For | |||
Kesko Oyj | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KESKOB | CINS X44874109 | 03/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Finland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
10 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
11 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
12 | Accounts and Reports | Mgmt | For | For | For | |||
13 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
14 | Ratification of Board and Management Acts | Mgmt | For | For | For | |||
15 | Remuneration Report | Mgmt | For | For | For | |||
16 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
17 | Directors' Fees | Mgmt | For | For | For | |||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
19 | Appointment of Auditor | Mgmt | For | For | For | |||
20 | Amendments to Articles | Mgmt | For | For | For | |||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
22 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | |||
23 | Charitable Donations | Mgmt | For | For | For | |||
24 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Keurig Dr Pepper Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KDP | CUSIP 49271V100 | 06/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Robert J. Gamgort | Mgmt | For | For | For | |||
2 | Elect Oray Boston | Mgmt | For | For | For | |||
3 | Elect Olivier Goudet | Mgmt | For | For | For | |||
4 | Elect Peter Harf | Mgmt | For | For | For | |||
5 | Elect Juliette Hickman | Mgmt | For | For | For | |||
6 | Elect Paul S. Michaels | Mgmt | For | For | For | |||
7 | Elect Pamela H. Patsley | Mgmt | For | For | For | |||
8 | Elect Lubomira Rochet | Mgmt | For | For | For | |||
9 | Elect Debra A. Sandler | Mgmt | For | For | For | |||
10 | Elect Robert S. Singer | Mgmt | For | For | For | |||
11 | Elect Larry D. Young | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
Keycorp | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KEY | CUSIP 493267108 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Alexander M. Cutler | Mgmt | For | For | For | |||
2 | Elect H. James Dallas | Mgmt | For | For | For | |||
3 | Elect Elizabeth R. Gile | Mgmt | For | For | For | |||
4 | Elect Ruth Ann M. Gillis | Mgmt | For | For | For | |||
5 | Elect Christopher M. Gorman | Mgmt | For | For | For | |||
6 | Elect Robin Hayes | Mgmt | For | For | For | |||
7 | Elect Carlton L. Highsmith | Mgmt | For | For | For | |||
8 | Elect Richard J. Hipple | Mgmt | For | For | For | |||
9 | Elect Devina Rankin | Mgmt | For | For | For | |||
10 | Elect Barbara R. Snyder | Mgmt | For | For | For | |||
11 | Elect Richard J. Tobin | Mgmt | For | For | For | |||
12 | Elect Todd J. Vasos | Mgmt | For | For | For | |||
13 | Elect David K. Wilson | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Amendment to the 2019 Equity Compensation Plan | Mgmt | For | For | For | |||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
Keysight Technologies, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KEYS | CUSIP 49338L103 | 03/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Director Satish C. Dhanasekaran | Mgmt | For | For | For | |||
1.2 | Elect Director Richard P. Hamada | Mgmt | For | For | For | |||
1.3 | Elect Director Paul A. Lacouture | Mgmt | For | For | For | |||
1.4 | Elect Director Kevin A. Stephens | Mgmt | For | For | For | |||
2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
4 | Declassify the Board of Directors | Mgmt | For | For | For | |||
KLA Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KLAC | CINS 482480100 | 11/02/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Richard Wallace | Mgmt | For | For | For | |||
2 | Elect Director Robert Calderoni | Mgmt | For | For | For | |||
3 | Elect Director Jeneanne Hanley | Mgmt | For | For | For | |||
4 | Elect Director Emiko Higashi | Mgmt | For | For | For | |||
5 | Elect Director Kevin Kennedy | Mgmt | For | For | For | |||
6 | Elect Director Gary Moore | Mgmt | For | For | For | |||
7 | Elect Director Marie Myers | Mgmt | For | For | For | |||
8 | Elect Director Kiran Patel | Mgmt | For | For | For | |||
9 | Elect Director Victor Peng | Mgmt | For | For | For | |||
10 | Elect Director Robert Rango | Mgmt | For | For | For | |||
11 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
13 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | ShrHoldr | Against | Against | For | |||
Kongsberg Gruppen ASA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KOG | CINS R60837102 | 05/11/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Norway | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
6 | Agenda | Mgmt | For | TNA | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
8 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
9 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
10 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
11 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||
12 | Directors' Fees | Mgmt | For | TNA | N/A | |||
13 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | |||
14 | Remuneration Report | Mgmt | For | TNA | N/A | |||
15 | Elect Eivind K. Reiten | Mgmt | For | TNA | N/A | |||
16 | Elect Morten Henriksen | Mgmt | For | TNA | N/A | |||
17 | Elect Per Arthur Sorlie | Mgmt | For | TNA | N/A | |||
18 | Elect Merete Hverven | Mgmt | For | TNA | N/A | |||
19 | Elect Kristin Faerovik | Mgmt | For | TNA | N/A | |||
20 | Authority to Repurchase Shares Pursuant to incentive Programs | Mgmt | For | TNA | N/A | |||
21 | Cancellation of Shares | Mgmt | For | TNA | N/A | |||
22 | Amendments to Articles (Registration for the general meeting) | Mgmt | For | TNA | N/A | |||
23 | Amendments to Articles (Advance voting) | Mgmt | For | TNA | N/A | |||
24 | Shareholder Proposal Regarding Amendments to Articles (Physical or Hybrid meetings) | ShrHoldr | Against | TNA | N/A | |||
25 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
26 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
27 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
Koninklijke Ahold Delhaize N.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AD | CINS N0074E105 | 04/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
6 | Accounts and Reports | Mgmt | For | For | For | |||
7 | Allocation of Dividends | Mgmt | For | For | For | |||
8 | Remuneration Report | Mgmt | For | For | For | |||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
11 | Elect Peter Agnefjall to the Supervisory Board | Mgmt | For | For | For | |||
12 | Elect Bill McEwan to the Supervisory Board | Mgmt | For | For | For | |||
13 | Elect Katherine C. Doyle to the Supervisory Board | Mgmt | For | For | For | |||
14 | Elect Julia Vander Ploeg to the Supervisory Board | Mgmt | For | For | For | |||
15 | Elect Frans Muller to the Management Board | Mgmt | For | For | For | |||
16 | Elect JJ Fleeman to the Management Board | Mgmt | For | For | For | |||
17 | Appointment of Auditor | Mgmt | For | For | For | |||
18 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
19 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
21 | Cancellation Of Shares | Mgmt | For | For | For | |||
22 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
La Francaise Des Jeux S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FDJ | CINS F55896108 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | |||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
10 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||
11 | Elect Fabienne Dulac | Mgmt | For | Against | Against | |||
12 | Elect Francoise Gri | Mgmt | For | Against | Against | |||
13 | Elect Corinne Lejbowicz | Mgmt | For | Against | Against | |||
14 | Elect Philippe Lazare | Mgmt | For | Against | Against | |||
15 | 2022 Remuneration Report | Mgmt | For | For | For | |||
16 | 2022 Remuneration of Stephane Pallez, Chair and CEO | Mgmt | For | For | For | |||
17 | 2022 Remuneration of Charles Lantieri, Deputy CEO | Mgmt | For | For | For | |||
18 | 2023 Remuneration Policy (Corporate Officers) | Mgmt | For | For | For | |||
19 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
20 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Issue Shares and Convertible Debt Through Private Placement (Qualified Investors) | Mgmt | For | For | For | |||
23 | Authority to Set Offering Price of Shares | Mgmt | For | For | For | |||
24 | Greenshoe | Mgmt | For | For | For | |||
25 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
26 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
27 | Authority to Increase Capital in Case of Exchange Offers | Mgmt | For | For | For | |||
28 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
29 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
30 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Lam Research Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LRCX | CINS 512807108 | 11/08/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
3 | Elect Director Sohail U. Ahmed | Mgmt | For | For | For | |||
4 | Elect Director Timothy M. Archer | Mgmt | For | For | For | |||
5 | Elect Director Eric K. Brandt | Mgmt | For | For | For | |||
6 | Elect Director Michael R. Cannon | Mgmt | For | For | For | |||
7 | Elect Director Bethany J. Mayer | Mgmt | For | For | For | |||
8 | Elect Director Jyoti K. Mehra | Mgmt | For | For | For | |||
9 | Elect Director Abhijit Y. Talwalkar | Mgmt | For | For | For | |||
10 | Elect Director Lih Shyng (Rick L.) Tsai | Mgmt | For | For | For | |||
11 | Elect Director Leslie F. Varon | Mgmt | For | For | For | |||
Lattice Semiconductor Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LSCC | CUSIP 518415104 | 05/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect James R. Anderson | Mgmt | For | For | For | |||
2 | Elect Robin A. Abrams | Mgmt | For | For | For | |||
3 | Elect Douglas Bettinger | Mgmt | For | For | For | |||
4 | Elect Mark E. Jensen | Mgmt | For | For | For | |||
5 | Elect James P. Lederer | Mgmt | For | For | For | |||
6 | Elect David Jeffrey Richardson | Mgmt | For | For | For | |||
7 | Elect Elizabeth M. Schwarting | Mgmt | For | For | For | |||
8 | Elect Raejeanne Skillern | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Approval of the 2023 Equity Incentive Plan | Mgmt | For | For | For | |||
Leeno Industrial Inc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
058470 | ISIN KR7058470006 | 03/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Korea, Republic of | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | For | For | |||
2 | Elect CHOI Yong Ki | Mgmt | For | Against | Against | |||
3 | Elect CHONG Byeong Jun | Mgmt | For | Against | Against | |||
4 | Elect NO Eui Chul | Mgmt | For | Against | Against | |||
5 | Election of Corporate Auditors | Mgmt | For | For | For | |||
6 | Directors' Fees | Mgmt | For | For | For | |||
7 | Corporate Auditors' Fees | Mgmt | For | For | For | |||
Legrand SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LR | CINS F56196185 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
8 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | |||
9 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
10 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
11 | Appointment of Auditor (Mazars) | Mgmt | For | For | For | |||
12 | 2022 Remuneration Report | Mgmt | For | For | For | |||
13 | 2022 Remuneration of Angeles Garcia-Poveda, Chair | Mgmt | For | For | For | |||
14 | 2022 Remuneration of Benoit Coquart, CEO | Mgmt | For | For | For | |||
15 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
16 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | |||
17 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
18 | Elect Isabelle Boccon-Gibod | Mgmt | For | For | For | |||
19 | Elect Benoit Coquart | Mgmt | For | For | For | |||
20 | Elect Angeles Garcia-Poveda | Mgmt | For | For | For | |||
21 | Elect Michel Landel | Mgmt | For | For | For | |||
22 | Elect Valerie Chort | Mgmt | For | For | For | |||
23 | Elect Clare Scherrer | Mgmt | For | For | For | |||
24 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
25 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
26 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Leidos Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LDOS | CUSIP 525327102 | 04/28/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Thomas A. Bell | Mgmt | For | For | For | |||
2 | Elect Gregory R. Dahlberg | Mgmt | For | For | For | |||
3 | Elect David G. Fubini | Mgmt | For | For | For | |||
4 | Elect Noel B. Geer | Mgmt | For | For | For | |||
5 | Elect Miriam E. John | Mgmt | For | For | For | |||
6 | Elect Robert C. Kovarik, Jr. | Mgmt | For | For | For | |||
7 | Elect Harry M. Jansen Kraemer, Jr. | Mgmt | For | For | For | |||
8 | Elect Gary S. May | Mgmt | For | For | For | |||
9 | Elect Surya N. Mohapatra | Mgmt | For | For | For | |||
10 | Elect Patrick M. Shanahan | Mgmt | For | For | For | |||
11 | Elect Robert S. Shapard | Mgmt | For | For | For | |||
12 | Elect Susan M. Stalnecker | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
Li Ning Company Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2331 | CINS G5496K124 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect WANG Yajuan | Mgmt | For | Against | Against | |||
6 | Elect WANG Ya Fei | Mgmt | For | Against | Against | |||
7 | Elect Bunny CHAN Chung Bun | Mgmt | For | Against | Against | |||
8 | Directors' Fees | Mgmt | For | For | For | |||
9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | |||
11 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
12 | Amendments to Articles | Mgmt | For | Against | Against | |||
Li Ning Company Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2331 | CINS G5496K124 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Adoption of the 2023 Share Option Scheme and Termination of the 2014 Share Option Scheme | Mgmt | For | Against | Against | |||
4 | Adoption of the 2023 Share Award Scheme | Mgmt | For | Against | Against | |||
Liberty Media Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FWONA | CUSIP 531229409 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Derek Chang | Mgmt | For | Withhold | Against | |||
1.2 | Elect Evan D. Malone | Mgmt | For | For | For | |||
1.3 | Elect Larry E. Romrell | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
Life Storage, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LSI | CUSIP 53223X107 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Mark G. Barberio | Mgmt | For | For | For | |||
2 | Elect Joseph V. Saffire | Mgmt | For | For | For | |||
3 | Elect Stephen R. Rusmisel | Mgmt | For | For | For | |||
4 | Elect Arthur L. Havener, Jr. | Mgmt | For | For | For | |||
5 | Elect Dana Hamilton | Mgmt | For | For | For | |||
6 | Elect Edward J. Pettinella | Mgmt | For | For | For | |||
7 | Elect David L. Rogers | Mgmt | For | For | For | |||
8 | Elect Susan S. Harnett | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Linde Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LIN | CINS G5494J103 | 01/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Court | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Scheme of Arrangement | Mgmt | For | For | For | |||
Linde Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LIN | CINS G5494J103 | 01/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Scheme of Arrangement | Mgmt | For | For | For | |||
2 | Amend Articles of Association | Mgmt | For | For | For | |||
3 | Approve Common Draft Terms of Merger | Mgmt | For | For | For | |||
Linde Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LIN | CINS G5494J103 | 07/25/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
2 | Approve Remuneration Report | Mgmt | For | For | For | |||
3 | Determine Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||
4 | Adopt Simple Majority Vote | ShrHoldr | Against | For | Against | |||
5 | Elect Director Stephen F. Angel | Mgmt | For | For | For | |||
6 | Elect Director Sanjiv Lamba | Mgmt | For | For | For | |||
7 | Elect Director Ann-Kristin Achleitner | Mgmt | For | For | For | |||
8 | Elect Director Thomas Enders | Mgmt | For | For | For | |||
9 | Elect Director Edward G. Galante | Mgmt | For | For | For | |||
10 | Elect Director Joe Kaeser | Mgmt | For | For | For | |||
11 | Elect Director Victoria E. Ossadnik | Mgmt | For | For | For | |||
12 | Elect Director Martin H. Richenhagen | Mgmt | For | For | For | |||
13 | Elect Director Alberto Weisser | Mgmt | For | For | For | |||
14 | Elect Director Robert L. Wood | Mgmt | For | For | For | |||
15 | Ratify PricewaterhouseCoopers as Auditors | Mgmt | For | For | For | |||
16 | Authorise Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
Live Nation Entertainment, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LYV | CUSIP 538034109 | 06/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Maverick Carter | Mgmt | For | For | For | |||
2 | Elect Ping Fu | Mgmt | For | For | For | |||
3 | Elect Jeffrey T. Hinson | Mgmt | For | For | For | |||
4 | Elect Chad Hollingsworth | Mgmt | For | For | For | |||
5 | Elect Jimmy Iovine | Mgmt | For | For | For | |||
6 | Elect James S. Kahan | Mgmt | For | For | For | |||
7 | Elect Gregory B. Maffei | Mgmt | For | Against | Against | |||
8 | Elect Randall T. Mays | Mgmt | For | Against | Against | |||
9 | Elect Richard A. Paul | Mgmt | For | For | For | |||
10 | Elect Michael Rapino | Mgmt | For | For | For | |||
11 | Elect Latriece Watkins | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
LKQ Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LKQ | CUSIP 501889208 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Patrick Berard | Mgmt | For | For | For | |||
2 | Elect Meg A. Divitto | Mgmt | For | For | For | |||
3 | Elect Joseph M. Holsten | Mgmt | For | For | For | |||
4 | Elect Blythe J. McGarvie | Mgmt | For | For | For | |||
5 | Elect John W. Mendel | Mgmt | For | For | For | |||
6 | Elect Jody G. Miller | Mgmt | For | For | For | |||
7 | Elect Guhan Subramanian | Mgmt | For | For | For | |||
8 | Elect Xavier Urbain | Mgmt | For | For | For | |||
9 | Elect Dominick P. Zarcone | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Lloyds Banking Group plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LLOY | CINS G5533W248 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Elect Cathy Turner | Mgmt | For | For | For | |||
3 | Elect Scott Wheway | Mgmt | For | For | For | |||
4 | Elect Robin F Budenberg | Mgmt | For | For | For | |||
5 | Elect Charles Alan Nunn | Mgmt | For | For | For | |||
6 | Elect William Chalmers | Mgmt | For | For | For | |||
7 | Elect Alan Dickinson | Mgmt | For | For | For | |||
8 | Elect Sarah C. Legg | Mgmt | For | For | For | |||
9 | Elect Lord Lupton | Mgmt | For | For | For | |||
10 | Elect Amanda Mackenzie | Mgmt | For | For | For | |||
11 | Elect Harmeen Mehta | Mgmt | For | For | For | |||
12 | Elect Catherine Woods | Mgmt | For | For | For | |||
13 | Remuneration Policy | Mgmt | For | For | For | |||
14 | Remuneration Report | Mgmt | For | For | For | |||
15 | Final Dividend | Mgmt | For | For | For | |||
16 | Appointment of Auditor | Mgmt | For | For | For | |||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
18 | Long-Term Incentive Plan | Mgmt | For | For | For | |||
19 | Authorisation of Political Donations | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
23 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
24 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
25 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
26 | Authority to Repurchase Preference Shares | Mgmt | For | For | For | |||
27 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Lockheed Martin Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LMT | CUSIP 539830109 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Daniel F. Akerson | Mgmt | For | For | For | |||
2 | Elect David B. Burritt | Mgmt | For | For | For | |||
3 | Elect Bruce A. Carlson | Mgmt | For | For | For | |||
4 | Elect John Donovan | Mgmt | For | For | For | |||
5 | Elect Joseph Dunford Jr. | Mgmt | For | For | For | |||
6 | Elect James O. Ellis, Jr. | Mgmt | For | For | For | |||
7 | Elect Thomas J. Falk | Mgmt | For | For | For | |||
8 | Elect Ilene S. Gordon | Mgmt | For | For | For | |||
9 | Elect Vicki A. Hollub | Mgmt | For | For | For | |||
10 | Elect Jeh C. Johnson | Mgmt | For | For | For | |||
11 | Elect Debra L. Reed-Klages | Mgmt | For | For | For | |||
12 | Elect James D. Taiclet | Mgmt | For | For | For | |||
13 | Elect Patricia E. Yarrington | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
18 | Shareholder Proposal Regarding Report on Human Rights Impact Assessments | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | ShrHoldr | Against | For | Against | |||
Lonza Group AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LONN | CINS H50524133 | 05/05/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Switzerland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
4 | Compensation Report | Mgmt | For | TNA | N/A | |||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | |||
6 | Allocation of Dividends | Mgmt | For | TNA | N/A | |||
7 | Elect Albert M. Baehny | Mgmt | For | TNA | N/A | |||
8 | Elect Marion Helmes | Mgmt | For | TNA | N/A | |||
9 | Elect Angelica Kohlmann | Mgmt | For | TNA | N/A | |||
10 | Elect Christoph Mader | Mgmt | For | TNA | N/A | |||
11 | Elect Roger Nitsch | Mgmt | For | TNA | N/A | |||
12 | Elect Barbara M. Richmond | Mgmt | For | TNA | N/A | |||
13 | Elect Jurgen B. Steinemann | Mgmt | For | TNA | N/A | |||
14 | Elect Olivier Verscheure | Mgmt | For | TNA | N/A | |||
15 | Appoint Albert M. Baehny as Board Chair | Mgmt | For | TNA | N/A | |||
16 | Elect Angelica Kohlmann as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | |||
17 | Elect Christoph Mader as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | |||
18 | Elect Jurgen B. Steinemann as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | |||
19 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
20 | Appointment of Auditor (FY 2024) | Mgmt | For | TNA | N/A | |||
21 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||
22 | Amendments to Articles (Corporate Purpose) | Mgmt | For | TNA | N/A | |||
23 | Introduction of a Capital Band | Mgmt | For | TNA | N/A | |||
24 | Amendments to Articles (Executive Compensation) | Mgmt | For | TNA | N/A | |||
25 | Amendments to Articles (Other Changes) | Mgmt | For | TNA | N/A | |||
26 | Board Compensation | Mgmt | For | TNA | N/A | |||
27 | Executive Compensation (Short-Term) | Mgmt | For | TNA | N/A | |||
28 | Executive Compensation (Long-Term) | Mgmt | For | TNA | N/A | |||
29 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | |||
30 | Executive Compensation (Fixed and Long-Term) | Mgmt | For | TNA | N/A | |||
31 | Additional or Amended Shareholder Proposals | ShrHoldr | N/A | TNA | N/A | |||
32 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
L'Oreal S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
OR | CINS F58149133 | 04/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Accounts and Reports | Mgmt | For | For | For | |||
7 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
8 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
9 | Elect Sophie Bellon | Mgmt | For | Against | Against | |||
10 | Elect Fabienne Dulac | Mgmt | For | Against | Against | |||
11 | 2023 Directors' Fees | Mgmt | For | For | For | |||
12 | 2022 Remuneration Report | Mgmt | For | For | For | |||
13 | 2022 Remuneration of Jean-Paul Agon, Chair | Mgmt | For | For | For | |||
14 | 2022 Remuneration of Nicolas Hieronimus, CEO | Mgmt | For | For | For | |||
15 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
16 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
17 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | |||
18 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
21 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
22 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
23 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | |||
24 | Internal Spin-off (Affaires Marche France, Domaines dExcellence and Luxury of Retail) | Mgmt | For | For | For | |||
25 | Internal Spin-off (LOreal International Distribution) | Mgmt | For | For | For | |||
26 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Lowe's Companies, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LOW | CUSIP 548661107 | 05/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Raul Alvarez | Mgmt | For | For | For | |||
1.2 | Elect David H. Batchelder | Mgmt | For | For | For | |||
1.3 | Elect Scott H. Baxter | Mgmt | For | For | For | |||
1.4 | Elect Sandra B. Cochran | Mgmt | For | For | For | |||
1.5 | Elect Laurie Z. Douglas | Mgmt | For | For | For | |||
1.6 | Elect Richard W. Dreiling | Mgmt | For | For | For | |||
1.7 | Elect Marvin R. Ellison | Mgmt | For | For | For | |||
1.8 | Elect Daniel J. Heinrich | Mgmt | For | For | For | |||
1.9 | Elect Brian C. Rogers | Mgmt | For | For | For | |||
1.10 | Elect Bertram L. Scott | Mgmt | For | For | For | |||
1.11 | Elect Colleen Taylor | Mgmt | For | For | For | |||
1.12 | Elect Mary Elizabeth West | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Lululemon Athletica inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LULU | CUSIP 550021109 | 06/07/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michael Casey | Mgmt | For | For | For | |||
2 | Elect Glenn Murphy | Mgmt | For | For | For | |||
3 | Elect David M. Mussafer | Mgmt | For | For | For | |||
4 | Elect Isabel Ge Mahe | Mgmt | For | For | For | |||
5 | Ratification of Auditor | Mgmt | For | For | For | |||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | N/A | 1 Year | N/A | |||
8 | Approval of the 2023 Equity Incentive Plan | Mgmt | For | For | For | |||
Lvmh Moet Hennessy Vuitton SE | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MC | CINS F58485115 | 04/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
9 | Accounts and Reports | Mgmt | For | For | For | |||
10 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
11 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
12 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||
13 | Elect Delphine Arnault | Mgmt | For | For | For | |||
14 | Elect Antonio Belloni | Mgmt | For | For | For | |||
15 | Elect Marie-Josee Kravis | Mgmt | For | For | For | |||
16 | Elect Marie-Laure Sauty de Chalon | Mgmt | For | For | For | |||
17 | Elect Natacha Valla | Mgmt | For | For | For | |||
18 | Elect Laurent Mignon | Mgmt | For | Against | Against | |||
19 | Elect Lord Powell of Bayswater as Censor | Mgmt | For | Against | Against | |||
20 | Elect Diego Della Valle as Censor | Mgmt | For | Against | Against | |||
21 | 2022 Remuneration Report | Mgmt | For | Against | Against | |||
22 | 2022 Remuneration of Bernard Arnault, Chair and CEO | Mgmt | For | Against | Against | |||
23 | 2022 Remuneration of Antonio Belloni, Deputy CEO | Mgmt | For | Against | Against | |||
24 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
25 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | Against | Against | |||
26 | 2023 Remuneration Policy (Deputy CEO) | Mgmt | For | Against | Against | |||
27 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
28 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
29 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
30 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
31 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
32 | Authority to Issue Shares and Convertible Debt Through Private Placement (Qualified Investors) | Mgmt | For | For | For | |||
33 | Greenshoe | Mgmt | For | For | For | |||
34 | Authority to Increase Capital in Case of Exchange Offers | Mgmt | For | For | For | |||
35 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
36 | Authority to Grant Stock Options | Mgmt | For | For | For | |||
37 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
38 | Global Ceiling on Capital Increases and Debt Issuances | Mgmt | For | For | For | |||
Macy's, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
M | CUSIP 55616P104 | 05/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Emilie Arel | Mgmt | For | For | For | |||
2 | Elect Francis S. Blake | Mgmt | For | For | For | |||
3 | Elect Torrence Boone | Mgmt | For | For | For | |||
4 | Elect Ashley Buchanan | Mgmt | For | For | For | |||
5 | Elect Marie A. Chandoha | Mgmt | For | For | For | |||
6 | Elect Naveen K. Chopra | Mgmt | For | For | For | |||
7 | Elect Deirdre P. Connelly | Mgmt | For | For | For | |||
8 | Elect Jeff Gennette | Mgmt | For | For | For | |||
9 | Elect Jill Granoff | Mgmt | For | For | For | |||
10 | Elect William H. Lenehan | Mgmt | For | For | For | |||
11 | Elect Sara L. Levinson | Mgmt | For | For | For | |||
12 | Elect Antony Spring | Mgmt | For | For | For | |||
13 | Elect Paul C. Varga | Mgmt | For | For | For | |||
14 | Elect Tracey Zhen | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Manhattan Associates, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MANH | CUSIP 562750109 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Eddie Capel | Mgmt | For | For | For | |||
2 | Elect Charles E. Moran | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
5 | Ratification of Auditor | Mgmt | For | For | For | |||
ManpowerGroup Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MAN | CUSIP 56418H100 | 05/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jean-Philippe Courtois | Mgmt | For | For | For | |||
2 | Elect William A. Downe | Mgmt | For | For | For | |||
3 | Elect John F. Ferraro | Mgmt | For | For | For | |||
4 | Elect William P. Gipson | Mgmt | For | For | For | |||
5 | Elect Patricia Hemingway Hall | Mgmt | For | For | For | |||
6 | Elect Julie M. Howard | Mgmt | For | For | For | |||
7 | Elect Ulice Payne, Jr. | Mgmt | For | For | For | |||
8 | Elect Muriel Penicaud | Mgmt | For | For | For | |||
9 | Elect Jonas Prising | Mgmt | For | For | For | |||
10 | Elect Paul Read | Mgmt | For | For | For | |||
11 | Elect Elizabeth P. Sartain | Mgmt | For | For | For | |||
12 | Elect Michael J. Van Handel | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Marathon Oil Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MRO | CUSIP 565849106 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Chadwick C. Deaton | Mgmt | For | For | For | |||
2 | Elect Marcela E. Donadio | Mgmt | For | For | For | |||
3 | Elect M. Elise Hyland | Mgmt | For | For | For | |||
4 | Elect Holli C. Ladhani | Mgmt | For | For | For | |||
5 | Elect Mark A. McCollum | Mgmt | For | For | For | |||
6 | Elect Brent J. Smolik | Mgmt | For | For | For | |||
7 | Elect Lee M. Tillman | Mgmt | For | For | For | |||
8 | Elect Shawn D. Williams | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Marathon Petroleum Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MPC | CUSIP 56585A102 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect J. Michael Stice | Mgmt | For | Against | Against | |||
2 | Elect John P. Surma | Mgmt | For | For | For | |||
3 | Elect Susan Tomasky | Mgmt | For | For | For | |||
4 | Elect Toni Townes-Whitley | Mgmt | For | For | For | |||
5 | Ratification of Auditor | Mgmt | For | For | For | |||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
7 | Repeal of Classified Board | Mgmt | For | For | For | |||
8 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||
9 | Change in Maximum Board Size | Mgmt | For | For | For | |||
10 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
11 | Shareholder Proposal Regarding Amendment to Clawback Policy | ShrHoldr | Against | For | Against | |||
12 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | Against | For | |||
13 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | ShrHoldr | Against | For | Against | |||
Marriott International, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MAR | CUSIP 571903202 | 05/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Anthony G. Capuano | Mgmt | For | For | For | |||
2 | Elect Isabella D. Goren | Mgmt | For | For | For | |||
3 | Elect Deborah Marriott Harrison | Mgmt | For | For | For | |||
4 | Elect Frederick A. Henderson | Mgmt | For | For | For | |||
5 | Elect Eric Hippeau | Mgmt | For | For | For | |||
6 | Elect Lauren R. Hobart | Mgmt | For | For | For | |||
7 | Elect Debra L. Lee | Mgmt | For | For | For | |||
8 | Elect Aylwin B. Lewis | Mgmt | For | For | For | |||
9 | Elect David S. Marriott | Mgmt | For | For | For | |||
10 | Elect Margaret M. McCarthy | Mgmt | For | For | For | |||
11 | Elect Grant F. Reid | Mgmt | For | For | For | |||
12 | Elect Horacio D. Rozanski | Mgmt | For | For | For | |||
13 | Elect Susan C. Schwab | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Approval of the 2023 Stock and Cash Incentive Plan | Mgmt | For | For | For | |||
18 | Shareholder Proposal Regarding Transparency Report on Congruency of Partnerships with Globalist Organizations | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | |||
Marsh & McLennan Companies, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MMC | CUSIP 571748102 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Anthony K. Anderson | Mgmt | For | For | For | |||
2 | Elect John Q. Doyle | Mgmt | For | For | For | |||
3 | Elect Hafize Gaye Erkan | Mgmt | For | For | For | |||
4 | Elect Oscar Fanjul Martin | Mgmt | For | For | For | |||
5 | Elect H. Edward Hanway | Mgmt | For | For | For | |||
6 | Elect Judith Hartmann | Mgmt | For | For | For | |||
7 | Elect Deborah C. Hopkins | Mgmt | For | For | For | |||
8 | Elect Tamara Ingram | Mgmt | For | For | For | |||
9 | Elect Jane H. Lute | Mgmt | For | For | For | |||
10 | Elect Steven A. Mills | Mgmt | For | For | For | |||
11 | Elect Bruce P. Nolop | Mgmt | For | For | For | |||
12 | Elect Morton O. Schapiro | Mgmt | For | For | For | |||
13 | Elect Lloyd M. Yates | Mgmt | For | For | For | |||
14 | Elect Ray G. Young | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
Marubeni Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
8002 | CINS J39788138 | 06/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Amendments to Articles | Mgmt | For | For | For | |||
3 | Elect Fumiya Kokubu | Mgmt | For | For | For | |||
4 | Elect Masumi Kakinoki | Mgmt | For | For | For | |||
5 | Elect Akira Terakawa | Mgmt | For | For | For | |||
6 | Elect Takayuki Furuya | Mgmt | For | For | For | |||
7 | Elect Kyohei Takahashi | Mgmt | For | For | For | |||
8 | Elect Yuri Okina | Mgmt | For | For | For | |||
9 | Elect Masato Kitera | Mgmt | For | For | For | |||
10 | Elect Shigeki Ishizuka | Mgmt | For | For | For | |||
11 | Elect Hisayoshi Ando | Mgmt | For | For | For | |||
12 | Elect Mutsuko Hatano | Mgmt | For | For | For | |||
13 | Elect Takao Ando as Statutory Auditor | Mgmt | For | For | For | |||
14 | Amendments to Directors Fees and Equity Compensation Plan | Mgmt | For | For | For | |||
15 | Statutory Auditors Fees | Mgmt | For | For | For | |||
Mastercard Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MA | CUSIP 57636Q104 | 06/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Merit E. Janow | Mgmt | For | For | For | |||
2 | Elect Candido Botelho Bracher | Mgmt | For | For | For | |||
3 | Elect Richard K. Davis | Mgmt | For | For | For | |||
4 | Elect Julius Genachowski | Mgmt | For | For | For | |||
5 | Elect Choon Phong Goh | Mgmt | For | For | For | |||
6 | Elect Oki Matsumoto | Mgmt | For | For | For | |||
7 | Elect Michael Miebach | Mgmt | For | For | For | |||
8 | Elect Youngme E. Moon | Mgmt | For | For | For | |||
9 | Elect Rima Qureshi | Mgmt | For | For | For | |||
10 | Elect Gabrielle Sulzberger | Mgmt | For | For | For | |||
11 | Elect Harit Talwar | Mgmt | For | For | For | |||
12 | Elect Lance Uggla | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Approval of the Employee Stock Purchase Plan | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | ShrHoldr | Against | Against | For | |||
Max Healthcare Institute Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
543220 | CINS Y5S464109 | 09/26/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Acknowledge Prashant Kumar be not Reappointed as Director | Mgmt | For | For | For | |||
3 | Elect Anil Bhatnagar as Director | Mgmt | For | Against | Against | |||
4 | Approve Payment of Remuneration to Anil Bhatnagar as Non-Executive Non-Independent Director | Mgmt | For | Against | Against | |||
5 | Approve Remuneration of Cost Auditors | Mgmt | For | For | For | |||
6 | Approve Reappointment of Abhay Soi as Chairman and Managing Director | Mgmt | For | Against | Against | |||
7 | Approve Payment of Remuneration of Abhay Soi as Chairman and Managing Director | Mgmt | For | Against | Against | |||
8 | Elect Pranav Amin as Director | Mgmt | For | Against | Against | |||
9 | Approve Payment of Remuneration to Pranav Amin as Non-Executive Independent Director | Mgmt | For | For | For | |||
10 | Approve Max Healthcare Institute Limited - Employee Stock Option Plan 2022 and Grant of Employee Stock Options to the Eligible Employees of the Company | Mgmt | For | Against | Against | |||
11 | Approve Grant of Employee Stock Options under the Max Healthcare Institute Limited - Employee Stock Option Plan 2022 to the Employees of the Holding Company, if any, and/or Subsidiary Company(ies) of the Company | Mgmt | For | Against | Against | |||
12 | Approve Revision in Limits of Loans, Guarantees, Securities and/or Investments to Other Body Corporate | Mgmt | For | For | For | |||
13 | Approve Revision in Borrowing Limit | Mgmt | For | For | For | |||
14 | Approve Revision in Limit on Pledging of Assets for Debt | Mgmt | For | For | For | |||
McDonald`s Holdings Co. (Japan) Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2702 | ISIN JP3750500005 | 03/28/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Tamotsu Hiiro | Mgmt | For | For | For | |||
4 | Elect Fusako Znaiden | Mgmt | For | For | For | |||
5 | Elect Andrew Gregory | Mgmt | For | For | For | |||
6 | Elect Akira Kawamura | Mgmt | For | For | For | |||
7 | Elect Yuko Tashiro | Mgmt | For | For | For | |||
8 | Elect Makiko Hamabe Makiko Yasui as Statutory Auditor | Mgmt | For | Against | Against | |||
9 | Condolence Payment | Mgmt | For | For | For | |||
McDonald's Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MCD | CUSIP 580135101 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Anthony G. Capuano | Mgmt | For | For | For | |||
2 | Elect Kareem Daniel | Mgmt | For | For | For | |||
3 | Elect Lloyd H. Dean | Mgmt | For | For | For | |||
4 | Elect Catherine Engelbert | Mgmt | For | For | For | |||
5 | Elect Margaret H. Georgiadis | Mgmt | For | For | For | |||
6 | Elect Enrique Hernandez, Jr. | Mgmt | For | For | For | |||
7 | Elect Christopher Kempczinski | Mgmt | For | For | For | |||
8 | Elect Richard H. Lenny | Mgmt | For | For | For | |||
9 | Elect John Mulligan | Mgmt | For | For | For | |||
10 | Elect Jennifer Taubert | Mgmt | For | For | For | |||
11 | Elect Paul S. Walsh | Mgmt | For | For | For | |||
12 | Elect Amy Weaver | Mgmt | For | For | For | |||
13 | Elect Miles D. White | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Policy on Use of Medically-Important Antibiotics in the Beef and Pork Supply Chain | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Compliance With WHO Guidelines on Medically-Important Antimicrobials in Supply Chain | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Transparency Report on Global Public Policy And Political Influence | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Disclosure of Animal Welfare Indicators | ShrHoldr | Against | Against | For | |||
McKesson Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MCK | CINS 58155Q103 | 07/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Approve Omnibus Stock Plan | Mgmt | For | For | For | |||
4 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | ShrHoldr | Against | Against | For | |||
6 | Adopt Policy on 10b5-1 Plans | ShrHoldr | Against | Against | For | |||
7 | Elect Director Richard H. Carmona | Mgmt | For | For | For | |||
8 | Elect Director Dominic J. Caruso | Mgmt | For | For | For | |||
9 | Elect Director W. Roy Dunbar | Mgmt | For | For | For | |||
10 | Elect Director James H. Hinton | Mgmt | For | For | For | |||
11 | Elect Director Donald R. Knauss | Mgmt | For | For | For | |||
12 | Elect Director Bradley E. Lerman | Mgmt | For | For | For | |||
13 | Elect Director Linda P. Mantia | Mgmt | For | For | For | |||
14 | Elect Director Maria Martinez | Mgmt | For | For | For | |||
15 | Elect Director Susan R. Salka | Mgmt | For | For | For | |||
16 | Elect Director Brian S. Tyler | Mgmt | For | For | For | |||
17 | Elect Director Kathleen Wilson-Thompson | Mgmt | For | For | For | |||
Medibank Private Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MPL | CINS Q5921Q109 | 11/16/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter Everingham as Director | Mgmt | For | For | For | |||
2 | Elect Kathryn Fagg as Director | Mgmt | For | For | For | |||
3 | Elect David Fagan as Director | Mgmt | For | For | For | |||
4 | Elect Linda Bardo Nicholls as Director | Mgmt | For | For | For | |||
5 | Approve Remuneration Report | Mgmt | For | For | For | |||
6 | Approve Grant of Performance Rights to David Koczkar | Mgmt | For | For | For | |||
7 | Approve the Amendments to the Company's Constitution | Mgmt | For | For | For | |||
Medtronic Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MDT | CINS G5960L103 | 12/08/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Renew the Board's Authority to Issue Shares Under Irish Law | Mgmt | For | For | For | |||
4 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Mgmt | For | For | For | |||
5 | Authorize Overseas Market Purchases of Ordinary Shares | Mgmt | For | For | For | |||
6 | Elect Director Richard H. Anderson | Mgmt | For | For | For | |||
7 | Elect Director Craig Arnold | Mgmt | For | For | For | |||
8 | Elect Director Scott C. Donnelly | Mgmt | For | For | For | |||
9 | Elect Director Lidia L. Fonseca | Mgmt | For | For | For | |||
10 | Elect Director Andrea J. Goldsmith | Mgmt | For | For | For | |||
11 | Elect Director Randall J. Hogan, III | Mgmt | For | For | For | |||
12 | Elect Director Kevin E. Lofton | Mgmt | For | For | For | |||
13 | Elect Director Geoffrey S. Martha | Mgmt | For | For | For | |||
14 | Elect Director Elizabeth G. Nabel | Mgmt | For | Against | Against | |||
15 | Elect Director Denise M. O'Leary | Mgmt | For | For | For | |||
16 | Elect Director Kendall J. Powell | Mgmt | For | For | For | |||
Meituan Dianping | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
3690 | CINS G59669104 | 06/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Elect Marjorie MUN Tak Yang | Mgmt | For | For | For | |||
5 | Elect WANG Huiwen | Mgmt | Abstain | For | Against | |||
6 | Elect Gordon Robert Halyburton Orr | Mgmt | For | Against | Against | |||
7 | Elect LENG Xuesong | Mgmt | For | Against | Against | |||
8 | Directors' Fees | Mgmt | For | For | For | |||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
12 | Amendment to the Post-IPO Share Option Scheme | Mgmt | For | Against | Against | |||
13 | Amendment to the Post-IPO Share Award Scheme | Mgmt | For | Against | Against | |||
14 | Scheme Limit | Mgmt | For | Against | Against | |||
15 | Service Provider Sublimit | Mgmt | For | Against | Against | |||
16 | Issue of 9,686 Class B Shares to Gordon Robert Halyburton Orr under the Post-IPO Share Award Scheme | Mgmt | For | For | For | |||
17 | Issue of 9,686 Class B Shares to LENG Xuesong under the Post-IPO Share Award Scheme | Mgmt | For | For | For | |||
18 | Issue of 9,686 Class B Shares to Harry SHUM Heung Yeung under the Post-IPO Share Award Scheme | Mgmt | For | For | For | |||
19 | Amendments to Articles | Mgmt | For | For | For | |||
MercadoLibre, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MELI | CUSIP 58733R102 | 06/07/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Susan L. Segal | Mgmt | For | For | For | |||
1.2 | Elect Mario Eduardo Vazquez | Mgmt | For | For | For | |||
1.3 | Elect Alejandro Nicolas Aguzin | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
Merck & Co., Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MRK | CUSIP 58933Y105 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Douglas M. Baker, Jr. | Mgmt | For | For | For | |||
2 | Elect Mary Ellen Coe | Mgmt | For | For | For | |||
3 | Elect Pamela J. Craig | Mgmt | For | For | For | |||
4 | Elect Robert M. Davis | Mgmt | For | For | For | |||
5 | Elect Thomas H. Glocer | Mgmt | For | For | For | |||
6 | Elect Risa Lavizzo-Mourey | Mgmt | For | For | For | |||
7 | Elect Stephen L. Mayo | Mgmt | For | For | For | |||
8 | Elect Paul B. Rothman | Mgmt | For | For | For | |||
9 | Elect Patricia F. Russo | Mgmt | For | For | For | |||
10 | Elect Christine E. Seidman | Mgmt | For | For | For | |||
11 | Elect Inge G. Thulin | Mgmt | For | For | For | |||
12 | Elect Kathy J. Warden | Mgmt | For | For | For | |||
13 | Elect Peter C. Wendell | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
Merck KGAA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MRK | CINS D5357W103 | 04/28/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Germany | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
8 | Accounts and Reports | Mgmt | For | For | For | |||
9 | Allocation of Dividends | Mgmt | For | For | For | |||
10 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
11 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
12 | Remuneration Report | Mgmt | For | For | For | |||
13 | Authority to Issue Convertible Debt Instruments; Increase in Conditional Capital | Mgmt | For | For | For | |||
14 | Amendments to Articles (Virtual Shareholder Meetings) | Mgmt | For | For | For | |||
15 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | For | For | |||
Meta Platforms, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
META | CUSIP 30303M102 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Peggy Alford | Mgmt | For | For | For | |||
1.2 | Elect Marc L. Andreessen | Mgmt | For | For | For | |||
1.3 | Elect Andrew W. Houston | Mgmt | For | For | For | |||
1.4 | Elect Nancy Killefer | Mgmt | For | For | For | |||
1.5 | Elect Robert M. Kimmitt | Mgmt | For | For | For | |||
1.6 | Elect Sheryl K. Sandberg | Mgmt | For | For | For | |||
1.7 | Elect Tracey T. Travis | Mgmt | For | For | For | |||
1.8 | Elect Tony Xu | Mgmt | For | For | For | |||
1.9 | Elect Mark Zuckerberg | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Against | Against | For | |||
4 | Shareholder Proposal Regarding Recapitalization | ShrHoldr | Against | Against | For | |||
5 | Shareholder Proposal Regarding Human Rights Impact Assessment | ShrHoldr | Against | Against | For | |||
6 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
7 | Shareholder Proposal Regarding Report on Content Management in India | ShrHoldr | Against | For | Against | |||
8 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net-Zero Emissions Commitment | ShrHoldr | Against | Against | For | |||
9 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | |||
10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | ShrHoldr | Against | For | Against | |||
11 | Shareholder Proposal Regarding Targets and Report on Child Safety Impacts | ShrHoldr | Against | Against | For | |||
12 | Shareholder Proposal Regarding Calibrating Executive Pay to Externalized Costs | ShrHoldr | Against | Against | For | |||
13 | Shareholder Proposal Regarding Assessment of Audit and Risk Oversight Committee | ShrHoldr | Against | Against | For | |||
MetLife, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MET | CUSIP 59156R108 | 06/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Cheryl W. Grise | Mgmt | For | For | For | |||
2 | Elect Carlos M. Gutierrez | Mgmt | For | For | For | |||
3 | Elect Carla A. Harris | Mgmt | For | For | For | |||
4 | Elect Gerald L. Hassell | Mgmt | For | For | For | |||
5 | Elect David L. Herzog | Mgmt | For | For | For | |||
6 | Elect R. Glenn Hubbard | Mgmt | For | For | For | |||
7 | Elect Jeh C. Johnson | Mgmt | For | For | For | |||
8 | Elect Edward J. Kelly, III | Mgmt | For | For | For | |||
9 | Elect William E. Kennard | Mgmt | For | For | For | |||
10 | Elect Michel A. Khalaf | Mgmt | For | For | For | |||
11 | Elect Catherine R. Kinney | Mgmt | For | For | For | |||
12 | Elect Diana L. McKenzie | Mgmt | For | For | For | |||
13 | Elect Denise M. Morrison | Mgmt | For | Against | Against | |||
14 | Elect Mark A. Weinberger | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Mettler-Toledo International Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MTD | CUSIP 592688105 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Robert F. Spoerry | Mgmt | For | For | For | |||
2 | Elect Roland Diggelmann | Mgmt | For | For | For | |||
3 | Elect Domitille Doat-Le Bigot | Mgmt | For | For | For | |||
4 | Elect Elisha W. Finney | Mgmt | For | For | For | |||
5 | Elect Richard Francis | Mgmt | For | For | For | |||
6 | Elect Michael A. Kelly | Mgmt | For | For | For | |||
7 | Elect Thomas P. Salice | Mgmt | For | For | For | |||
8 | Elect Ingrid Zhang | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
MGIC Investment Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MTG | CUSIP 552848103 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Analisa M. Allen | Mgmt | For | For | For | |||
1.2 | Elect Daniel A. Arrigoni | Mgmt | For | For | For | |||
1.3 | Elect C. Edward Chaplin | Mgmt | For | For | For | |||
1.4 | Elect Curt S. Culver | Mgmt | For | For | For | |||
1.5 | Elect Jay C. Hartzell | Mgmt | For | For | For | |||
1.6 | Elect Timothy A. Holt | Mgmt | For | For | For | |||
1.7 | Elect Jodeen A. Kozlak | Mgmt | For | For | For | |||
1.8 | Elect Michael E. Lehman | Mgmt | For | For | For | |||
1.9 | Elect Teresita M. Lowman | Mgmt | For | For | For | |||
1.10 | Elect Timothy J. Mattke | Mgmt | For | For | For | |||
1.11 | Elect Sheryl L. Sculley | Mgmt | For | For | For | |||
1.12 | Elect Mark M. Zandi | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
Microsoft Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MSFT | CINS 594918104 | 12/13/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director John W. Thompson | Mgmt | For | For | For | |||
2 | Elect Director Reid G. Hoffman | Mgmt | For | For | For | |||
3 | Elect Director Emma N. Walmsley | Mgmt | For | For | For | |||
4 | Elect Director Padmasree Warrior | Mgmt | For | For | For | |||
5 | Elect Director Hugh F. Johnston | Mgmt | For | For | For | |||
6 | Elect Director Teri L. List | Mgmt | For | For | For | |||
7 | Elect Director Satya Nadella | Mgmt | For | For | For | |||
8 | Elect Director Sandra E. Peterson | Mgmt | For | For | For | |||
9 | Elect Director Penny S. Pritzker | Mgmt | For | For | For | |||
10 | Elect Director Carlos A. Rodriguez | Mgmt | For | For | For | |||
11 | Elect Director Charles W. Scharf | Mgmt | For | For | For | |||
12 | Elect Director John W. Stanton | Mgmt | For | For | For | |||
13 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
14 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
15 | Report on Cost/Benefit Analysis of Diversity and Inclusion | ShrHoldr | Against | Against | For | |||
16 | Report on Hiring of Persons with Arrest or Incarceration Records | ShrHoldr | Against | Against | For | |||
17 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | ShrHoldr | Against | Against | For | |||
18 | Report on Government Use of Microsoft Technology | ShrHoldr | Against | Against | For | |||
19 | Report on Development of Products for Military | ShrHoldr | Against | Against | For | |||
20 | Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
Mineral Resources Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MIN | CINS Q60976109 | 11/17/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Elect Lulezim (Zimi) Meka as Director | Mgmt | For | For | For | |||
3 | Elect James McClements as Director | Mgmt | For | For | For | |||
4 | Elect Susan (Susie) Corlett as Director | Mgmt | For | For | For | |||
5 | Approve Grant of FY22 Share Rights to Chris Ellison | Mgmt | For | For | For | |||
6 | Approve Grant of FY23 Share Rights to Chris Ellison | Mgmt | For | For | For | |||
7 | Approve Potential Termination Benefits | Mgmt | None | For | N/A | |||
8 | Appoint Ernst & Young as Auditor of the Company | Mgmt | For | For | For | |||
Mitsubishi Estate Company, Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
8802 | CINS J43916113 | 06/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Junichi Yoshida | Mgmt | For | Against | Against | |||
4 | Elect Atsushi Nakajima | Mgmt | For | Against | Against | |||
5 | Elect Bunroku Naganuma | Mgmt | For | Against | Against | |||
6 | Elect Naoki Umeda | Mgmt | For | Against | Against | |||
7 | Elect Mikihito Hirai | Mgmt | For | Against | Against | |||
8 | Elect Noboru Nishigai | Mgmt | For | Against | Against | |||
9 | Elect Hiroshi Katayama | Mgmt | For | Against | Against | |||
10 | Elect Tsuyoshi Okamoto | Mgmt | For | Against | Against | |||
11 | Elect Tetsuo Narukawa | Mgmt | For | Against | Against | |||
12 | Elect Masaaki Shirakawa | Mgmt | For | Against | Against | |||
13 | Elect Shin Nagase | Mgmt | For | Against | Against | |||
14 | Elect Wataru Sueyoshi | Mgmt | For | Against | Against | |||
15 | Elect Ayako Sonoda | Mgmt | For | Against | Against | |||
16 | Elect Melanie Brock | Mgmt | For | Against | Against | |||
Mitsubishi Heavy Industries, Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
7011 | CINS J44002178 | 06/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Shunichi Miyanaga | Mgmt | For | For | For | |||
4 | Elect Seiji Izumisawa | Mgmt | For | For | For | |||
5 | Elect Hitoshi Kaguchi | Mgmt | For | For | For | |||
6 | Elect Hisato Kozawa | Mgmt | For | For | For | |||
7 | Elect Ken Kobayashi | Mgmt | For | For | For | |||
8 | Elect Nobuyuki Hirano | Mgmt | For | For | For | |||
9 | Elect Mitsuhiro Furusawa | Mgmt | For | For | For | |||
10 | Elect Setsuo Tokunaga | Mgmt | For | For | For | |||
11 | Elect Hiroo Unoura | Mgmt | For | For | For | |||
12 | Elect Noriko Morikawa | Mgmt | For | For | For | |||
13 | Elect Masako Ii Masako Kasai | Mgmt | For | For | For | |||
14 | Elect Nobuhiro Oka as Alternate Audit Committee Director | Mgmt | For | For | For | |||
MITSUI & CO.,LTD. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
8031 | CINS J44690139 | 06/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Tatsuo Yasunaga | Mgmt | For | For | For | |||
4 | Elect Kenichi Hori | Mgmt | For | For | For | |||
5 | Elect Motoaki Uno | Mgmt | For | For | For | |||
6 | Elect Yoshiaki Takemasu | Mgmt | For | For | For | |||
7 | Elect Kazumasa Nakai | Mgmt | For | For | For | |||
8 | Elect Tetsuya Shigeta | Mgmt | For | For | For | |||
9 | Elect Makoto Sato | Mgmt | For | For | For | |||
10 | Elect Toru Matsui | Mgmt | For | For | For | |||
11 | Elect Tetsuya Daikoku | Mgmt | For | For | For | |||
12 | Elect Samuel Walsh | Mgmt | For | For | For | |||
13 | Elect Takeshi Uchiyamada | Mgmt | For | For | For | |||
14 | Elect Masako Egawa | Mgmt | For | For | For | |||
15 | Elect Fujiyo Ishiguro | Mgmt | For | For | For | |||
16 | Elect Sarah L. Casanova | Mgmt | For | For | For | |||
17 | Elect Jessica TAN Soon Neo | Mgmt | For | For | For | |||
18 | Elect Hirotatsu Fujiwara | Mgmt | For | Against | Against | |||
19 | Elect Makoto Hayashi | Mgmt | For | Against | Against | |||
20 | Elect Kimiro Shiotani | Mgmt | For | Against | Against | |||
Mizrahi Tefahot Bank Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MZTF | CINS M7031A135 | 04/19/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Special | Israel | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Payout of Additional 2022 Bonus to Certain Executives | Mgmt | For | TNA | N/A | |||
Mizrahi Tefahot Bank Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MZTF | CINS M7031A135 | 08/09/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Special | Israel | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Reelect Joseph Fellus as External Director | Mgmt | For | TNA | N/A | |||
2 | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Mgmt | None | TNA | N/A | |||
3 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
4 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
5 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
Mizrahi Tefahot Bank Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MZTF | CINS M7031A135 | 12/21/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Israel | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Discuss Financial Statements and the Report of the Board | Mgmt | N/A | TNA | N/A | |||
2 | Reappoint Brightman Almagor Zohar & Co. as Auditors and Report on Fees Paid to the Auditors | Mgmt | For | TNA | N/A | |||
3 | Reelect Moshe Vidman as Director | Mgmt | For | TNA | N/A | |||
4 | Reelect Ron Gazit as Director | Mgmt | For | TNA | N/A | |||
5 | Reelect Jonathan Kaplan as Director | Mgmt | For | TNA | N/A | |||
6 | Reelect Avraham Zeldman as Director | Mgmt | For | TNA | N/A | |||
7 | Reelect Ilan Kremer as Director | Mgmt | For | TNA | N/A | |||
8 | Reelect Eli Alroy as Director | Mgmt | For | TNA | N/A | |||
Molina Healthcare, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MOH | CUSIP 60855R100 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Barbara L. Brasier | Mgmt | For | For | For | |||
2 | Elect Daniel Cooperman | Mgmt | For | For | For | |||
3 | Elect Stephen H. Lockhart | Mgmt | For | For | For | |||
4 | Elect Steven J. Orlando | Mgmt | For | For | For | |||
5 | Elect Ronna E. Romney | Mgmt | For | For | For | |||
6 | Elect Richard M. Schapiro | Mgmt | For | For | For | |||
7 | Elect Dale B. Wolf | Mgmt | For | For | For | |||
8 | Elect Richard C. Zoretic | Mgmt | For | For | For | |||
9 | Elect Joseph M. Zubretsky | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
Moncler SPA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MONC | CINS T6730E110 | 04/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Italy | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Accounts and Reports | Mgmt | For | For | For | |||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
7 | Remuneration Report | Mgmt | For | Against | Against | |||
8 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
10 | List Presented by Double R S.r.l. | Mgmt | N/A | For | N/A | |||
11 | List Presented by Group of Institutional Investors Representing 1.4% of Share Capital | Mgmt | N/A | N/A | N/A | |||
12 | Election of the Chair of the Statutory Auditor Board | Mgmt | For | For | For | |||
13 | Statutory Auditors' Fees | Mgmt | For | For | For | |||
Mondelez International, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MDLZ | CUSIP 609207105 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Lewis W.K. Booth | Mgmt | For | For | For | |||
2 | Elect Charles E. Bunch | Mgmt | For | Against | Against | |||
3 | Elect Ertharin Cousin | Mgmt | For | For | For | |||
4 | Elect Jorge S. Mesquita | Mgmt | For | For | For | |||
5 | Elect Anindita Mukherjee | Mgmt | For | For | For | |||
6 | Elect Jane Hamilton Nielsen | Mgmt | For | For | For | |||
7 | Elect Patrick T. Siewert | Mgmt | For | For | For | |||
8 | Elect Michael A. Todman | Mgmt | For | For | For | |||
9 | Elect Dirk Van de Put | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
14 | Shareholder Proposal Regarding Cage-Free Eggs | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Report on Child Labor in Cocoa Supply Chain | ShrHoldr | Against | Against | For | |||
MongoDB, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MDB | CUSIP 60937P106 | 06/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Archana Agrawal | Mgmt | For | For | For | |||
1.2 | Elect Hope Cochran | Mgmt | For | For | For | |||
1.3 | Elect Dwight Merriman | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
MSCI Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MSCI | CUSIP 55354G100 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Henry A. Fernandez | Mgmt | For | For | For | |||
2 | Elect Robert G. Ashe | Mgmt | For | For | For | |||
3 | Elect Wayne Edmunds | Mgmt | For | For | For | |||
4 | Elect Catherine R. Kinney | Mgmt | For | For | For | |||
5 | Elect Robin L. Matlock | Mgmt | For | For | For | |||
6 | Elect Jacques P. Perold | Mgmt | For | For | For | |||
7 | Elect C.D. Baer Pettit | Mgmt | For | For | For | |||
8 | Elect Sandy C. Rattray | Mgmt | For | For | For | |||
9 | Elect Linda H. Riefler | Mgmt | For | For | For | |||
10 | Elect Marcus L. Smith | Mgmt | For | For | For | |||
11 | Elect Rajat Taneja | Mgmt | For | For | For | |||
12 | Elect Paula Volent | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
Nasdaq, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NDAQ | CUSIP 631103108 | 06/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Melissa M. Arnoldi | Mgmt | For | For | For | |||
2 | Elect Charlene T. Begley | Mgmt | For | For | For | |||
3 | Elect Steven D. Black | Mgmt | For | For | For | |||
4 | Elect Adena T. Friedman | Mgmt | For | For | For | |||
5 | Elect Essa Kazim | Mgmt | For | For | For | |||
6 | Elect Thomas A. Kloet | Mgmt | For | For | For | |||
7 | Elect Michael R. Splinter | Mgmt | For | For | For | |||
8 | Elect Johan Torgeby | Mgmt | For | For | For | |||
9 | Elect Toni Townes-Whitley | Mgmt | For | For | For | |||
10 | Elect Jeffery W. Yabuki | Mgmt | For | For | For | |||
11 | Elect Alfred W. Zollar | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
National Australia Bank Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NAB | CINS Q65336119 | 12/16/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Approve the Amendments to the Company's Constitution | Mgmt | For | For | For | |||
3 | Consideration of Financial Report, Directors' Report and Auditor's Report | Mgmt | N/A | N/A | N/A | |||
4 | Elect Philip Chronican as Director | Mgmt | For | For | For | |||
5 | Elect Kathryn Fagg as Director | Mgmt | For | For | For | |||
6 | Elect Douglas McKay as Director | Mgmt | For | For | For | |||
7 | Approve Grant of Deferred Rights to Ross McEwan | Mgmt | For | For | For | |||
8 | Approve Grant of Performance Rights to Ross McEwan | Mgmt | For | For | For | |||
9 | Approve the Amendments to the Company's Constitution - Insert into the Constitution in Clause 8 'General Meetings' the New Sub-clause 8.3A 'Advisory Resolutions' | ShrHoldr | Against | Against | For | |||
10 | Approve Climate Risk Safeguarding | ShrHoldr | Against | Against | For | |||
National Fuel Gas Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NFG | CUSIP 636180101 | 03/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Director David C. Carroll | Mgmt | For | For | For | |||
1.2 | Elect Director Steven C. Finch | Mgmt | For | For | For | |||
1.3 | Elect Director Joseph N. Jaggers | Mgmt | For | For | For | |||
1.4 | Elect Director Jeffrey W. Shaw | Mgmt | For | For | For | |||
1.5 | Elect Director Thomas E. Skains | Mgmt | For | For | For | |||
1.6 | Elect Director David F. Smith | Mgmt | For | For | For | |||
1.7 | Elect Director Ronald J. Tanski | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
National Retail Properties, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NNN | CUSIP 637417106 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Pamela K. M. Beall | Mgmt | For | For | For | |||
2 | Elect Steven D. Cosler | Mgmt | For | For | For | |||
3 | Elect David M. Fick | Mgmt | For | For | For | |||
4 | Elect Edward J. Fritsch | Mgmt | For | For | For | |||
5 | Elect Elizabeth C Gulacsy | Mgmt | For | For | For | |||
6 | Elect Kevin B. Habicht | Mgmt | For | For | For | |||
7 | Elect Betsy D. Holden | Mgmt | For | For | For | |||
8 | Elect Stephen A Horn, Jr. | Mgmt | For | For | For | |||
9 | Elect Kamau O. Witherspoon | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Amendment to the 2017 Performance Incentive Plan | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
Nestle SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NESN | CINS H57312649 | 04/20/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Switzerland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
4 | Compensation Report | Mgmt | For | TNA | N/A | |||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | |||
6 | Allocation of Dividends | Mgmt | For | TNA | N/A | |||
7 | Elect Paul Bulcke | Mgmt | For | TNA | N/A | |||
8 | Elect Mark Schneider | Mgmt | For | TNA | N/A | |||
9 | Elect Henri de Castries | Mgmt | For | TNA | N/A | |||
10 | Elect Renato Fassbind | Mgmt | For | TNA | N/A | |||
11 | Elect Pablo Isla Alvarez de Tejera | Mgmt | For | TNA | N/A | |||
12 | Elect Patrick Aebischer | Mgmt | For | TNA | N/A | |||
13 | Elect Kimberly A. Ross | Mgmt | For | TNA | N/A | |||
14 | Elect Dick Boer | Mgmt | For | TNA | N/A | |||
15 | Elect Dinesh C. Paliwal | Mgmt | For | TNA | N/A | |||
16 | Elect Hanne de Mora | Mgmt | For | TNA | N/A | |||
17 | Elect Lindiwe Majele Sibanda | Mgmt | For | TNA | N/A | |||
18 | Elect Chris Leong | Mgmt | For | TNA | N/A | |||
19 | Elect Luca Maestri | Mgmt | For | TNA | N/A | |||
20 | Elect Rainer M. Blair | Mgmt | For | TNA | N/A | |||
21 | Elect Marie-Gabrielle Ineichen-Fleisch | Mgmt | For | TNA | N/A | |||
22 | Elect Pablo Isla Alvarez de Tejera as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
23 | Elect Patrick Aebischer as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
24 | Elect Dick Boer as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
25 | Elect Dinesh C. Paliwal as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
26 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
27 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||
28 | Board Compensation | Mgmt | For | TNA | N/A | |||
29 | Executive Compensation | Mgmt | For | TNA | N/A | |||
30 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | |||
31 | Amendments to Articles (General Meeting) | Mgmt | For | TNA | N/A | |||
32 | Amendments to Articles | Mgmt | For | TNA | N/A | |||
33 | Additional or Amended Shareholder Proposals | ShrHoldr | N/A | TNA | N/A | |||
NetApp, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NTAP | CINS 64110D104 | 09/09/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
3 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | ShrHoldr | Against | Against | For | |||
4 | Elect Director T. Michael Nevens | Mgmt | For | For | For | |||
5 | Elect Director Deepak Ahuja | Mgmt | For | For | For | |||
6 | Elect Director Gerald Held | Mgmt | For | For | For | |||
7 | Elect Director Kathryn M. Hill | Mgmt | For | For | For | |||
8 | Elect Director Deborah L. Kerr | Mgmt | For | For | For | |||
9 | Elect Director George Kurian | Mgmt | For | For | For | |||
10 | Elect Director Carrie Palin | Mgmt | For | For | For | |||
11 | Elect Director Scott F. Schenkel | Mgmt | For | For | For | |||
12 | Elect Director George T. Shaheen | Mgmt | For | For | For | |||
Netflix, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NFLX | CUSIP 64110L106 | 06/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Mathias Dopfner | Mgmt | For | For | For | |||
2 | Elect Reed Hastings | Mgmt | For | For | For | |||
3 | Elect Jay Hoag | Mgmt | For | Against | Against | |||
4 | Elect Ted Sarandos | Mgmt | For | For | For | |||
5 | Ratification of Auditor | Mgmt | For | For | For | |||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
8 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | For | Against | |||
9 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | ShrHoldr | Against | Against | For | |||
10 | Shareholder Proposal Regarding Report on Climate Risk in Employee Retirement Default Options | ShrHoldr | Against | Against | For | |||
11 | Shareholder Proposal Regarding Policy on Freedom of Association | ShrHoldr | Against | For | Against | |||
NextEra Energy, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NEE | CUSIP 65339F101 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Nicole S. Arnaboldi | Mgmt | For | For | For | |||
2 | Elect Sherry S. Barrat | Mgmt | For | For | For | |||
3 | Elect James L. Camaren | Mgmt | For | For | For | |||
4 | Elect Kenneth B. Dunn | Mgmt | For | For | For | |||
5 | Elect Naren K. Gursahaney | Mgmt | For | For | For | |||
6 | Elect Kirk S. Hachigian | Mgmt | For | For | For | |||
7 | Elect John W. Ketchum | Mgmt | For | For | For | |||
8 | Elect Amy B. Lane | Mgmt | For | For | For | |||
9 | Elect David L. Porges | Mgmt | For | For | For | |||
10 | Elect Dev Stahlkopf | Mgmt | For | For | For | |||
11 | Elect John Arthur Stall | Mgmt | For | For | For | |||
12 | Elect Darryl L. Wilson | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Disclosure of a Board Diversity and Skills Matrix | ShrHoldr | Against | Against | For | |||
NIKE, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NKE | CINS 654106103 | 09/09/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | |||
2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
3 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
4 | Adopt a Policy on China Sourcing | ShrHoldr | Against | Against | For | |||
5 | Elect Director Alan B. Graf, Jr. | Mgmt | For | For | For | |||
6 | Elect Director Peter B. Henry | Mgmt | For | For | For | |||
7 | Elect Director Michelle A. Peluso | Mgmt | For | For | For | |||
Nintendo Co Ltd | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
7974 | CINS J51699106 | 06/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Shuntaro Furukawa | Mgmt | For | For | For | |||
4 | Elect Shigeru Miyamoto | Mgmt | For | For | For | |||
5 | Elect Shinya Takahashi | Mgmt | For | For | For | |||
6 | Elect Satoru Shibata | Mgmt | For | For | For | |||
7 | Elect Ko Shiota | Mgmt | For | For | For | |||
8 | Elect Chris Meledandri | Mgmt | For | For | For | |||
Nippon Yusen Kabushiki Kaisha | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
9101 | CINS J56515232 | 06/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Amendments to Articles | Mgmt | For | For | For | |||
4 | Elect Hitoshi Nagasawa | Mgmt | For | For | For | |||
5 | Elect Takaya Soga | Mgmt | For | For | For | |||
6 | Elect Yutaka Higurashi | Mgmt | For | For | For | |||
7 | Elect Akira Kono | Mgmt | For | For | For | |||
8 | Elect Hiroko Kuniya | Mgmt | For | For | For | |||
9 | Elect Eiichi Tanabe | Mgmt | For | For | For | |||
10 | Elect Nobukatsu Kanehara | Mgmt | For | For | For | |||
11 | Elect Eiichi Takahashi | Mgmt | For | For | For | |||
12 | Elect Keiko Kosugi | Mgmt | For | For | For | |||
13 | Elect Hiroshi Nakaso | Mgmt | For | For | For | |||
14 | Elect Satoko Kuwabara Satoko Ota | Mgmt | For | For | For | |||
15 | Elect Tatsumi Yamada | Mgmt | For | For | For | |||
16 | Elect Eiichi Tanabe as Alternate Audit Committee Director | Mgmt | For | For | For | |||
17 | Non-Audit Committee Directors Fees | Mgmt | For | For | For | |||
18 | Audit Committee Directors Fees | Mgmt | For | For | For | |||
19 | Performance-Linked Compensation Plan | Mgmt | For | For | For | |||
20 | Amendment to Performance-Linked Equity Compensation Plan | Mgmt | For | For | For | |||
NN Group NV | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NN | CINS N64038107 | 06/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
5 | Remuneration Report | Mgmt | For | For | For | |||
6 | Accounts and Reports | Mgmt | For | For | For | |||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
8 | Allocation of Dividends | Mgmt | For | For | For | |||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
11 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
12 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | |||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
14 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | |||
15 | Authority to Issue Shares w/ Preemptive Rights (Rights Issue) | Mgmt | For | For | For | |||
16 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
17 | Cancellation of Shares | Mgmt | For | For | For | |||
18 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Nomura Real Estate Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
3231 | CINS J5893B104 | 06/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Eiji Kutsukake | Mgmt | For | For | For | |||
3 | Elect Satoshi Arai | Mgmt | For | For | For | |||
4 | Elect Daisaku Matsuo | Mgmt | For | For | For | |||
5 | Elect Makoto Haga | Mgmt | For | For | For | |||
6 | Elect Hiroshi Kurokawa | Mgmt | For | For | For | |||
7 | Elect Chiharu Takakura | Mgmt | For | For | For | |||
8 | Elect Hiroyuki Kimura | Mgmt | For | For | For | |||
9 | Elect Yasushi Takayama | Mgmt | For | For | For | |||
10 | Elect Yoshio Mogi | Mgmt | For | For | For | |||
11 | Elect Akiko Miyakawa | Mgmt | For | For | For | |||
Nordea Bank Abp | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NDAFI | CINS X5S8VL105 | 03/23/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Finland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
6 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
8 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
9 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
10 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
11 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
12 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||
13 | Ratification of Board and CEO Acts | Mgmt | For | TNA | N/A | |||
14 | Remuneration Report | Mgmt | For | TNA | N/A | |||
15 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
16 | Directors' Fees | Mgmt | For | TNA | N/A | |||
17 | Board Size | Mgmt | For | TNA | N/A | |||
18 | Elect Stephen Hester | Mgmt | For | TNA | N/A | |||
19 | Elect Petra van Hoeken | Mgmt | For | TNA | N/A | |||
20 | Elect John Maltby | Mgmt | For | TNA | N/A | |||
21 | Elect Lene Skole | Mgmt | For | TNA | N/A | |||
22 | Elect Birger Steen | Mgmt | For | TNA | N/A | |||
23 | Elect Jonas Synnergren | Mgmt | For | TNA | N/A | |||
24 | Elect Arja Talma | Mgmt | For | TNA | N/A | |||
25 | Elect Kjersti Wiklund | Mgmt | For | TNA | N/A | |||
26 | Elect Risto Murto | Mgmt | For | TNA | N/A | |||
27 | Elect Per Stromberg | Mgmt | For | TNA | N/A | |||
28 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | |||
29 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
30 | Amendments to Articles | Mgmt | For | TNA | N/A | |||
31 | Authority to Issue Contingent Convertible Securities w/ or w/o Preemptive Rights | Mgmt | For | TNA | N/A | |||
32 | Authority to Trade in Company Stock (repurchase) | Mgmt | For | TNA | N/A | |||
33 | Authority to Trade in Company Stock (issuance) | Mgmt | For | TNA | N/A | |||
34 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | |||
35 | Issuance of Treasury Shares | Mgmt | For | TNA | N/A | |||
36 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
Nordson Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NDSN | CUSIP 655663102 | 02/28/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Director Sundaram Nagarajan | Mgmt | For | For | For | |||
1.2 | Elect Director Michael J. Merriman, Jr. | Mgmt | For | For | For | |||
1.3 | Elect Director Milton M. Morris | Mgmt | For | For | For | |||
1.4 | Elect Director Mary G. Puma | Mgmt | For | For | For | |||
2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
4 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
5 | Reduce Supermajority Vote Requirement | Mgmt | For | For | For | |||
6 | Reduce Supermajority Vote Requirement for Matters Requiring Shareholder Approval under the Ohio Revised Code | Mgmt | For | For | For | |||
7 | Reduce Supermajority Vote Requirement for Certain Amendments to Regulations as set forth in Article IX | Mgmt | For | For | For | |||
8 | Amend Regulations to the Extent Permitted by Ohio law | Mgmt | For | For | For | |||
Northrop Grumman Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NOC | CUSIP 666807102 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Kathy J. Warden | Mgmt | For | For | For | |||
2 | Elect David P. Abney | Mgmt | For | For | For | |||
3 | Elect Marianne C. Brown | Mgmt | For | For | For | |||
4 | Elect Ann M. Fudge | Mgmt | For | For | For | |||
5 | Elect Madeleine A. Kleiner | Mgmt | For | For | For | |||
6 | Elect Arvind Krishna | Mgmt | For | For | For | |||
7 | Elect Graham N. Robinson | Mgmt | For | For | For | |||
8 | Elect Kimberly A. Ross | Mgmt | For | For | For | |||
9 | Elect Gary Roughead | Mgmt | For | For | For | |||
10 | Elect Thomas M. Schoewe | Mgmt | For | For | For | |||
11 | Elect James S. Turley | Mgmt | For | For | For | |||
12 | Elect Mark A. Welsh III | Mgmt | For | For | For | |||
13 | Elect Mary A. Winston | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Reduction of the Ownership Threshold Required to Call a Special Meeting of Shareholders | Mgmt | For | For | For | |||
18 | Shareholder Proposal Regarding Alignment of Political Activities with Human Rights Policy | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
Novartis AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NOVN | CINS H5820Q150 | 03/07/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Switzerland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | TNA | N/A | |||
2 | Approve Discharge of Board and Senior Management | Mgmt | For | TNA | N/A | |||
3 | Approve Allocation of Income and Dividends of CHF 3.20 per Share | Mgmt | For | TNA | N/A | |||
4 | Approve CHF 63.1 Million Reduction in Share Capital via Cancellation of Repurchased Shares | Mgmt | For | TNA | N/A | |||
5 | Authorize Repurchase of up to CHF 10 Billion in Issued Share Capital | Mgmt | For | TNA | N/A | |||
6.1 | Amend Articles Re: Electronic Participation; Virtual-Only Shareholder Meetings | Mgmt | For | TNA | N/A | |||
6.2 | Amend Articles of Association | Mgmt | For | TNA | N/A | |||
6.3 | Amend Articles of Association | Mgmt | For | TNA | N/A | |||
7.1 | Approve Remuneration of Directors in the Amount of CHF 8.8 Million | Mgmt | For | TNA | N/A | |||
7.2 | Approve Maximum Remuneration of Executive Committee in the Amount of CHF 90 Million | Mgmt | For | TNA | N/A | |||
7.3 | Approve Remuneration Report | Mgmt | For | TNA | N/A | |||
8.1 | Reelect Joerg Reinhardt as Director and Board Chair | Mgmt | For | TNA | N/A | |||
8.2 | Reelect Nancy Andrews as Director | Mgmt | For | TNA | N/A | |||
8.3 | Reelect Ton Buechner as Director | Mgmt | For | TNA | N/A | |||
8.4 | Reelect Patrice Bula as Director | Mgmt | For | TNA | N/A | |||
8.5 | Reelect Elizabeth Doherty as Director | Mgmt | For | TNA | N/A | |||
8.6 | Reelect Bridgette Heller as Director | Mgmt | For | TNA | N/A | |||
8.7 | Reelect Daniel Hochstrasser as Director | Mgmt | For | TNA | N/A | |||
8.8 | Reelect Frans van Houten as Director | Mgmt | For | TNA | N/A | |||
8.9 | Reelect Simon Moroney as Director | Mgmt | For | TNA | N/A | |||
8.10 | Reelect Ana de Pro Gonzalo as Director | Mgmt | For | TNA | N/A | |||
8.11 | Reelect Charles Sawyers as Director | Mgmt | For | TNA | N/A | |||
8.12 | Reelect William Winters as Director | Mgmt | For | TNA | N/A | |||
8.13 | Elect John Young as Director | Mgmt | For | TNA | N/A | |||
9.1 | Reappoint Patrice Bula as Member of the Compensation Committee | Mgmt | For | TNA | N/A | |||
9.2 | Reappoint Bridgette Heller as Member of the Compensation Committee | Mgmt | For | TNA | N/A | |||
9.3 | Reappoint Simon Moroney as Member of the Compensation Committee | Mgmt | For | TNA | N/A | |||
9.4 | Reappoint William Winters as Member of the Compensation Committee | Mgmt | For | TNA | N/A | |||
10 | Ratify KPMG AG as Auditors | Mgmt | For | TNA | N/A | |||
11 | Designate Peter Zahn as Independent Proxy | Mgmt | For | TNA | N/A | |||
12 | Transact Other Business (Voting) | Mgmt | For | TNA | N/A | |||
Novo Nordisk A/S | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NOVOB | CINS K72807132 | 03/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Denmark | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
6 | Accounts and Reports | Mgmt | For | For | For | |||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
8 | Remuneration Report | Mgmt | For | For | For | |||
9 | Directors' Fees 2022 | Mgmt | For | For | For | |||
10 | Directors' Fees 2023 | Mgmt | For | For | For | |||
11 | Amendments to Remuneration Policy | Mgmt | For | For | For | |||
12 | Elect Helge Lund as Chair | Mgmt | For | For | For | |||
13 | Elect Henrik Poulsen as Vice Chair | Mgmt | For | For | For | |||
14 | Elect Laurence Debroux | Mgmt | For | For | For | |||
15 | Elect Andreas Fibig | Mgmt | For | For | For | |||
16 | Elect Sylvie Gregoire | Mgmt | For | For | For | |||
17 | Elect Kasim Kutay | Mgmt | For | For | For | |||
18 | Elect Christina Choi Lai Law | Mgmt | For | For | For | |||
19 | Elect Martin Mackay | Mgmt | For | Against | Against | |||
20 | Appointment of Auditor | Mgmt | For | For | For | |||
21 | Cancellation of Shares | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
23 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | |||
24 | Shareholder Proposal Regarding Company's Product pricing | ShrHoldr | Against | Against | For | |||
25 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
NRG Energy, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NRG | CUSIP 629377508 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect E. Spencer Abraham | Mgmt | For | For | For | |||
2 | Elect Antonio Carrillo | Mgmt | For | For | For | |||
3 | Elect Matthew Carter, Jr. | Mgmt | For | For | For | |||
4 | Elect Lawrence S. Coben | Mgmt | For | For | For | |||
5 | Elect Heather Cox | Mgmt | For | For | For | |||
6 | Elect Elisabeth B. Donohue | Mgmt | For | For | For | |||
7 | Elect Mauricio Gutierrez | Mgmt | For | For | For | |||
8 | Elect Paul W. Hobby | Mgmt | For | For | For | |||
9 | Elect Alexandra Pruner | Mgmt | For | For | For | |||
10 | Elect Anne C. Schaumburg | Mgmt | For | For | For | |||
11 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
Nucor Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NUE | CUSIP 670346105 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Norma B. Clayton | Mgmt | For | For | For | |||
1.2 | Elect Patrick J. Dempsey | Mgmt | For | For | For | |||
1.3 | Elect Christopher J. Kearney | Mgmt | For | For | For | |||
1.4 | Elect Laurette T. Koellner | Mgmt | For | For | For | |||
1.5 | Elect Michael W. Lamach | Mgmt | For | For | For | |||
1.6 | Elect Joseph D. Rupp | Mgmt | For | For | For | |||
1.7 | Elect Leon J. Topalian | Mgmt | For | For | For | |||
1.8 | Elect Nadja Y. West | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
nVent Electric plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NVT | CUSIP G6700G107 | 05/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Sherry A. Aaholm | Mgmt | For | For | For | |||
2 | Elect Jerry W. Burris | Mgmt | For | For | For | |||
3 | Elect Susan M. Cameron | Mgmt | For | For | For | |||
4 | Elect Michael L. Ducker | Mgmt | For | For | For | |||
5 | Elect Randall J. Hogan, III | Mgmt | For | For | For | |||
6 | Elect Danita Ostling | Mgmt | For | For | For | |||
7 | Elect Nicola T. Palmer | Mgmt | For | For | For | |||
8 | Elect Herbert K. Parker | Mgmt | For | For | For | |||
9 | Elect Greg Scheu | Mgmt | For | For | For | |||
10 | Elect Beth A. Wozniak | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
14 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
15 | Authority to Set Offering Price of Shares | Mgmt | For | For | For | |||
NVIDIA Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NVDA | CUSIP 67066G104 | 06/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Robert K. Burgess | Mgmt | For | For | For | |||
2 | Elect Tench Coxe | Mgmt | For | For | For | |||
3 | Elect John O. Dabiri | Mgmt | For | For | For | |||
4 | Elect Persis S. Drell | Mgmt | For | For | For | |||
5 | Elect Jen-Hsun Huang | Mgmt | For | For | For | |||
6 | Elect Dawn Hudson | Mgmt | For | For | For | |||
7 | Elect Harvey C. Jones | Mgmt | For | For | For | |||
8 | Elect Michael G. McCaffery | Mgmt | For | For | For | |||
9 | Elect Stephen C. Neal | Mgmt | For | For | For | |||
10 | Elect Mark L. Perry | Mgmt | For | For | For | |||
11 | Elect A. Brooke Seawell | Mgmt | For | For | For | |||
12 | Elect Aarti Shah | Mgmt | For | For | For | |||
13 | Elect Mark A. Stevens | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
NVR, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NVR | CUSIP 62944T105 | 05/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Paul C. Saville | Mgmt | For | For | For | |||
2 | Elect C. E. Andrews | Mgmt | For | For | For | |||
3 | Elect Sallie B. Bailey | Mgmt | For | For | For | |||
4 | Elect Thomas D. Eckert | Mgmt | For | For | For | |||
5 | Elect Alfred E. Festa | Mgmt | For | Against | Against | |||
6 | Elect Alexandra A. Jung | Mgmt | For | For | For | |||
7 | Elect Mel Martinez | Mgmt | For | For | For | |||
8 | Elect David A. Preiser | Mgmt | For | For | For | |||
9 | Elect W. Grady Rosier | Mgmt | For | For | For | |||
10 | Elect Susan Williamson Ross | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
NXP Semiconductors N.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NXPI | CUSIP N6596X109 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Ratification of Board Acts | Mgmt | For | For | For | |||
3 | Elect Kurt Sievers | Mgmt | For | For | For | |||
4 | Elect Annette K. Clayton | Mgmt | For | For | For | |||
5 | Elect Anthony R. Foxx | Mgmt | For | For | For | |||
6 | Elect Chunyuan Gu | Mgmt | For | For | For | |||
7 | Elect Lena Olving | Mgmt | For | For | For | |||
8 | Elect Julie Southern | Mgmt | For | For | For | |||
9 | Elect Jasmin Staiblin | Mgmt | For | For | For | |||
10 | Elect Gregory L. Summe | Mgmt | For | For | For | |||
11 | Elect Karl-Henrik Sundstrom | Mgmt | For | For | For | |||
12 | Elect Moshe N. Gavrielov | Mgmt | For | For | For | |||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
14 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
15 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
16 | Authority to Cancel Repurchased Shares | Mgmt | For | For | For | |||
17 | Appointment of Auditor | Mgmt | For | For | For | |||
18 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Occidental Petroleum Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
OXY | CUSIP 674599105 | 05/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Vicky A. Bailey | Mgmt | For | For | For | |||
2 | Elect Andrew Gould | Mgmt | For | For | For | |||
3 | Elect Carlos M. Gutierrez | Mgmt | For | For | For | |||
4 | Elect Vicki A. Hollub | Mgmt | For | For | For | |||
5 | Elect William R. Klesse | Mgmt | For | For | For | |||
6 | Elect Jack B. Moore | Mgmt | For | For | For | |||
7 | Elect Claire O'Neill | Mgmt | For | For | For | |||
8 | Elect Avedick B. Poladian | Mgmt | For | For | For | |||
9 | Elect Kenneth B. Robinson | Mgmt | For | For | For | |||
10 | Elect Robert M. Shearer | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
OCI Global | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
OCI | CINS N6667A111 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
5 | Remuneration Report | Mgmt | For | Against | Against | |||
6 | Accounts and Reports | Mgmt | For | For | For | |||
7 | Remuneration Policy | Mgmt | For | For | For | |||
8 | Non-Executive Remuneration Policy | Mgmt | For | For | For | |||
9 | Ratification of Executive Directors' Acts | Mgmt | For | For | For | |||
10 | Ratification of Non-Executive Directors' Acts | Mgmt | For | For | For | |||
11 | Elect Nadia Sawiris to the Board of Directors | Mgmt | For | For | For | |||
12 | Elect Michael L. Bennett to the Board of Directors | Mgmt | For | For | For | |||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
14 | Authority to Suppress Preemptive Rights | Mgmt | For | Against | Against | |||
15 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
16 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
OCI NV | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
OCI | CINS N6667A111 | 02/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Open Meeting | Mgmt | N/A | N/A | N/A | |||
2 | Amend Articles Re: Increase Nominal Value of Shares in the Share Capital and Subsequently Decrease the Nominal Value of Shares in the Share Capital, Combined with a Repayment of Capital | Mgmt | For | For | For | |||
3 | Close Meeting | Mgmt | N/A | N/A | N/A | |||
OCI NV | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
OCI | CINS N6667A111 | 08/19/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Open Meeting | Mgmt | N/A | N/A | N/A | |||
2 | Amend Articles Re: Increase Nominal Value of Shares in the Share Capital and Subsequently Decrease the Nominal Value of Shares in the Share Capital, Combined with a Repayment of Capital | Mgmt | For | For | For | |||
3 | Close Meeting | Mgmt | N/A | N/A | N/A | |||
Okta, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
OKTA | CUSIP 679295105 | 06/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Shellye L. Archambeau | Mgmt | For | For | For | |||
1.2 | Elect Robert L. Dixon, Jr. | Mgmt | For | For | For | |||
1.3 | Elect Benjamin A. Horowitz | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Olin Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
OLN | CUSIP 680665205 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Beverley A. Babcock | Mgmt | For | For | For | |||
2 | Elect C. Robert Bunch | Mgmt | For | For | For | |||
3 | Elect Matthew S. Darnall | Mgmt | For | For | For | |||
4 | Elect Earl L. Shipp | Mgmt | For | For | For | |||
5 | Elect Scott M. Sutton | Mgmt | For | For | For | |||
6 | Elect William H. Weideman | Mgmt | For | For | For | |||
7 | Elect W. Anthony Will | Mgmt | For | For | For | |||
8 | Elect Carol A. Williams | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
Olympus Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
7733 | CINS J61240107 | 06/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Amendments to Articles | Mgmt | For | For | For | |||
3 | Elect Sumitaka Fujita | Mgmt | For | For | For | |||
4 | Elect Yasumasa Masuda | Mgmt | For | For | For | |||
5 | Elect David Robert Hale | Mgmt | For | For | For | |||
6 | Elect Jimmy C. Beasley | Mgmt | For | For | For | |||
7 | Elect Sachiko Ichikawa | Mgmt | For | For | For | |||
8 | Elect Yasushi Shingai | Mgmt | For | For | For | |||
9 | Elect Kohei Kan | Mgmt | For | For | For | |||
10 | Elect Gary John Pruden | Mgmt | For | For | For | |||
11 | Elect Tatsuro Kosaka | Mgmt | For | For | For | |||
12 | Elect Luann Marie Pendy | Mgmt | For | For | For | |||
13 | Elect Yasuo Takeuchi | Mgmt | For | For | For | |||
14 | Elect Stefan Kaufmann | Mgmt | For | For | For | |||
15 | Elect Toshihiko Okubo | Mgmt | For | For | For | |||
OMV AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
OMV | CINS A51460110 | 05/31/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Ordinary | Austria | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
4 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
5 | Allocation of Dividend | Mgmt | For | TNA | N/A | |||
6 | Allocation of Special Dividend | Mgmt | For | TNA | N/A | |||
7 | Ratification of Management Board Acts | Mgmt | For | TNA | N/A | |||
8 | Ratification of Rainer Seele's Acts for FY2021 | Mgmt | For | TNA | N/A | |||
9 | Ratification of Supervisory Board Acts | Mgmt | For | TNA | N/A | |||
10 | Supervisory Board Remuneration Policy | Mgmt | For | TNA | N/A | |||
11 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
12 | Remuneration Report | Mgmt | For | TNA | N/A | |||
13 | Long-Term Incentive Plan 2023 | Mgmt | For | TNA | N/A | |||
14 | Annual Bonus Equity Deferral 2023 | Mgmt | For | TNA | N/A | |||
15 | Elect Lutz Feldmann as Supervisory Board Member | Mgmt | For | TNA | N/A | |||
16 | Authority to Repurchase and Reissue Shares | Mgmt | For | TNA | N/A | |||
17 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
ONO PHARMACEUTICAL CO.,LTD. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
4528 | CINS J61546115 | 06/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Gyo Sagara | Mgmt | For | For | For | |||
4 | Elect Toshihiro Tsujinaka | Mgmt | For | For | For | |||
5 | Elect Toichi Takino | Mgmt | For | For | For | |||
6 | Elect Kiyoaki Idemitsu | Mgmt | For | For | For | |||
7 | Elect Masao Nomura | Mgmt | For | For | For | |||
8 | Elect Akiko Okuno | Mgmt | For | For | For | |||
9 | Elect Shusaku Nagae | Mgmt | For | For | For | |||
10 | Elect Hironobu Tanisaka | Mgmt | For | Against | Against | |||
11 | Elect Akiko Tanabe | Mgmt | For | Against | Against | |||
12 | Statutory Auditors' Fees | Mgmt | For | For | For | |||
Oracle Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ORCL | CINS 68389X105 | 11/16/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Awo Ablo | Mgmt | For | For | For | |||
2 | Elect Director Renee J. James | Mgmt | For | Withhold | Against | |||
3 | Elect Director Charles W. Moorman | Mgmt | For | Withhold | Against | |||
4 | Elect Director Leon E. Panetta | Mgmt | For | Withhold | Against | |||
5 | Elect Director William G. Parrett | Mgmt | For | Withhold | Against | |||
6 | Elect Director Naomi O. Seligman | Mgmt | For | Withhold | Against | |||
7 | Elect Director Vishal Sikka | Mgmt | For | Withhold | Against | |||
8 | Elect Director Jeffrey S. Berg | Mgmt | For | Withhold | Against | |||
9 | Elect Director Michael J. Boskin | Mgmt | For | Withhold | Against | |||
10 | Elect Director Safra A. Catz | Mgmt | For | Withhold | Against | |||
11 | Elect Director Bruce R. Chizen | Mgmt | For | Withhold | Against | |||
12 | Elect Director George H. Conrades | Mgmt | For | Withhold | Against | |||
13 | Elect Director Lawrence J. Ellison | Mgmt | For | Withhold | Against | |||
14 | Elect Director Rona A. Fairhead | Mgmt | For | Withhold | Against | |||
15 | Elect Director Jeffrey O. Henley | Mgmt | For | Withhold | Against | |||
16 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | |||
17 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
O'Reilly Automotive, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ORLY | CUSIP 67103H107 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David E. O'Reilly | Mgmt | For | For | For | |||
2 | Elect Larry P. O'Reilly | Mgmt | For | For | For | |||
3 | Elect Greg Henslee | Mgmt | For | For | For | |||
4 | Elect Jay D. Burchfield | Mgmt | For | For | For | |||
5 | Elect Thomas T. Hendrickson | Mgmt | For | For | For | |||
6 | Elect John R. Murphy | Mgmt | For | For | For | |||
7 | Elect Dana M. Perlman | Mgmt | For | For | For | |||
8 | Elect Maria A. Sastre | Mgmt | For | For | For | |||
9 | Elect Andrea M. Weiss | Mgmt | For | For | For | |||
10 | Elect Fred Whitfield | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Otis Worldwide Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
OTIS | CUSIP 68902V107 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jeffrey H. Black | Mgmt | For | For | For | |||
2 | Elect Nelda J. Connors | Mgmt | For | For | For | |||
3 | Elect Kathy Hopinkah Hannan | Mgmt | For | For | For | |||
4 | Elect Shailesh G. Jejurikar | Mgmt | For | For | For | |||
5 | Elect Christopher J. Kearney | Mgmt | For | For | For | |||
6 | Elect Judith F. Marks | Mgmt | For | For | For | |||
7 | Elect Harold W. McGraw III | Mgmt | For | For | For | |||
8 | Elect Margaret M.V. Preston | Mgmt | For | For | For | |||
9 | Elect Shelley Stewart, Jr. | Mgmt | For | For | For | |||
10 | Elect John H. Walker | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
Owens Corning | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
OC | CUSIP 690742101 | 04/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Brian D. Chambers | Mgmt | For | For | For | |||
2 | Elect Eduardo E. Cordeiro | Mgmt | For | For | For | |||
3 | Elect Adrienne D. Elsner | Mgmt | For | For | For | |||
4 | Elect Alfred E. Festa | Mgmt | For | For | For | |||
5 | Elect Edward F. Lonergan | Mgmt | For | For | For | |||
6 | Elect Maryann T. Mannen | Mgmt | For | For | For | |||
7 | Elect Paul E. Martin | Mgmt | For | For | For | |||
8 | Elect W. Howard Morris | Mgmt | For | For | For | |||
9 | Elect Suzanne P. Nimocks | Mgmt | For | For | For | |||
10 | Elect John D. Williams | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Approval of the 2023 Stock Plan | Mgmt | For | For | For | |||
15 | Amendment to Allow Exculpation of Officers | Mgmt | For | For | For | |||
16 | Amendment Regarding Exclusive Forum Provisions | Mgmt | For | Against | Against | |||
Palo Alto Networks, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PANW | CINS 697435105 | 12/13/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | |||
4 | Elect Director Helene D. Gayle | Mgmt | For | For | For | |||
5 | Elect Director James J. Goetz | Mgmt | For | For | For | |||
Pandora A/S | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PNDORA | CINS K7681L102 | 03/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Denmark | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
5 | Accounts and Reports | Mgmt | For | For | For | |||
6 | Remuneration Report | Mgmt | For | For | For | |||
7 | Directors' Fees | Mgmt | For | For | For | |||
8 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
9 | Elect Peter A. Ruzicka | Mgmt | For | For | For | |||
10 | Elect Christian Frigast | Mgmt | For | For | For | |||
11 | Elect Birgitta Stymne Goransson | Mgmt | For | For | For | |||
12 | Elect Marianne Kirkegaard | Mgmt | For | For | For | |||
13 | Elect Catherine Spindler | Mgmt | For | Against | Against | |||
14 | Elect Jan Zijderveld | Mgmt | For | For | For | |||
15 | Elect Lilian Fossum Biner | Mgmt | For | For | For | |||
16 | Appointment of Auditor | Mgmt | For | For | For | |||
17 | Ratification of Board and Management Acts | Mgmt | For | For | For | |||
18 | Cancellation of Shares | Mgmt | For | For | For | |||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
20 | Authorization of Legal Formalities | Mgmt | For | For | For | |||
21 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Parker-Hannifin Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PH | CINS 701094104 | 10/26/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
3 | Elect Director Lee C. Banks | Mgmt | For | For | For | |||
4 | Elect Director Jillian C. Evanko | Mgmt | For | For | For | |||
5 | Elect Director Lance M. Fritz | Mgmt | For | For | For | |||
6 | Elect Director Linda A. Harty | Mgmt | For | For | For | |||
7 | Elect Director William F. Lacey | Mgmt | For | For | For | |||
8 | Elect Director Kevin A. Lobo | Mgmt | For | For | For | |||
9 | Elect Director Joseph Scaminace | Mgmt | For | For | For | |||
10 | Elect Director Ake Svensson | Mgmt | For | For | For | |||
11 | Elect Director Laura K. Thompson | Mgmt | For | For | For | |||
12 | Elect Director James R. Verrier | Mgmt | For | For | For | |||
13 | Elect Director James L. Wainscott | Mgmt | For | For | For | |||
14 | Elect Director Thomas L. Williams | Mgmt | For | For | For | |||
PayPal Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PYPL | CUSIP 70450Y103 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Rodney C. Adkins | Mgmt | For | For | For | |||
2 | Elect Jonathan Christodoro | Mgmt | For | For | For | |||
3 | Elect John J. Donahoe II | Mgmt | For | For | For | |||
4 | Elect David W. Dorman | Mgmt | For | For | For | |||
5 | Elect Belinda J. Johnson | Mgmt | For | For | For | |||
6 | Elect Enrique Lores | Mgmt | For | For | For | |||
7 | Elect Gail J. McGovern | Mgmt | For | For | For | |||
8 | Elect Deborah M. Messemer | Mgmt | For | For | For | |||
9 | Elect David M. Moffett | Mgmt | For | For | For | |||
10 | Elect Ann M. Sarnoff | Mgmt | For | For | For | |||
11 | Elect Daniel H. Schulman | Mgmt | For | For | For | |||
12 | Elect Frank D. Yeary | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Amendment to the 2015 Equity Incentive Plan | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Policy Against Discriminatory Exclusion in Conflict Zones | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Transparency Reports and Account Suspensions | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Majority Vote for Election of Directors | ShrHoldr | Against | For | Against | |||
PepsiCo, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PEP | CUSIP 713448108 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Segun Agbaje | Mgmt | For | For | For | |||
2 | Elect Jennifer Bailey | Mgmt | For | For | For | |||
3 | Elect Cesar Conde | Mgmt | For | For | For | |||
4 | Elect Ian M. Cook | Mgmt | For | For | For | |||
5 | Elect Edith W. Cooper | Mgmt | For | For | For | |||
6 | Elect Susan M. Diamond | Mgmt | For | For | For | |||
7 | Elect Dina Dublon | Mgmt | For | For | For | |||
8 | Elect Michelle D. Gass | Mgmt | For | For | For | |||
9 | Elect Ramon L. Laguarta | Mgmt | For | For | For | |||
10 | Elect Dave Lewis | Mgmt | For | For | For | |||
11 | Elect David C. Page | Mgmt | For | For | For | |||
12 | Elect Robert C. Pohlad | Mgmt | For | For | For | |||
13 | Elect Daniel L. Vasella | Mgmt | For | For | For | |||
14 | Elect Darren Walker | Mgmt | For | For | For | |||
15 | Elect Alberto Weisser | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
18 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
20 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Congruency Report on Net-Zero Emissions Policy | ShrHoldr | Against | Against | For | |||
PetroChina Co. Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
0857 | CINS Y6883Q104 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Directors' Report | Mgmt | For | For | For | |||
3 | Supervisors' Report | Mgmt | For | For | For | |||
4 | Accounts and Reports | Mgmt | For | For | For | |||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
6 | Authority to Declare Interim Dividends | Mgmt | For | For | For | |||
7 | Authority to Give Guarantees | Mgmt | For | For | For | |||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
10 | Elect DAI Houliang | Mgmt | For | For | For | |||
11 | Elect HOU Qijun | Mgmt | For | For | For | |||
12 | Elect DUAN Liangwei | Mgmt | For | For | For | |||
13 | Elect HUANG Yongzhang | Mgmt | For | For | For | |||
14 | Elect REN Lixin | Mgmt | For | For | For | |||
15 | Elect XIE Jun | Mgmt | For | For | For | |||
16 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
17 | Elect CAI Jinyong | Mgmt | For | For | For | |||
18 | Elect Simon JIANG X | Mgmt | For | For | For | |||
19 | Elect ZHANG Laibin | Mgmt | For | For | For | |||
20 | Elect Lusan HUNG Lo Shan | Mgmt | For | For | For | |||
21 | Elect Kevin HO King Lun | Mgmt | For | For | For | |||
22 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
23 | Elect CAI Anhui | Mgmt | For | For | For | |||
24 | Elect XIE Haibing | Mgmt | For | For | For | |||
25 | Elect ZHAO Ying | Mgmt | For | For | For | |||
26 | Elect CAI Yong | Mgmt | For | For | For | |||
27 | Elect JIANG Shangjun | Mgmt | For | For | For | |||
28 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
29 | Authority to Issue Debt Financing Instruments | Mgmt | For | For | For | |||
30 | Amendments to the Rules of Procedures of the Board of Directors | Mgmt | For | For | For | |||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
PetroChina Co. Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
0857 | CINS Y6883Q104 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Other | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Pfizer Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PFE | CUSIP 717081103 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ronald E. Blaylock | Mgmt | For | For | For | |||
2 | Elect Albert Bourla | Mgmt | For | For | For | |||
3 | Elect Susan Desmond-Hellmann | Mgmt | For | For | For | |||
4 | Elect Joseph J. Echevarria | Mgmt | For | For | For | |||
5 | Elect Scott Gottlieb | Mgmt | For | For | For | |||
6 | Elect Helen H. Hobbs | Mgmt | For | For | For | |||
7 | Elect Susan Hockfield | Mgmt | For | For | For | |||
8 | Elect Dan R. Littman | Mgmt | For | For | For | |||
9 | Elect Shantanu Narayen | Mgmt | For | For | For | |||
10 | Elect Suzanne Nora Johnson | Mgmt | For | For | For | |||
11 | Elect James Quincey | Mgmt | For | For | For | |||
12 | Elect James C. Smith | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | |||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
18 | Shareholder Proposal Regarding Intellectual Property | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
Philip Morris International Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PM | CUSIP 718172109 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Brant (Bonin) Bough | Mgmt | For | For | For | |||
2 | Elect Andre Calantzopoulos | Mgmt | For | For | For | |||
3 | Elect Michel Combes | Mgmt | For | For | For | |||
4 | Elect Juan Jose Daboub | Mgmt | For | For | For | |||
5 | Elect Werner Geissler | Mgmt | For | For | For | |||
6 | Elect Lisa A. Hook | Mgmt | For | For | For | |||
7 | Elect Jun Makihara | Mgmt | For | For | For | |||
8 | Elect Kalpana Morparia | Mgmt | For | For | For | |||
9 | Elect Jacek Olczak | Mgmt | For | For | For | |||
10 | Elect Robert B. Polet | Mgmt | For | For | For | |||
11 | Elect Dessislava Temperley | Mgmt | For | For | For | |||
12 | Elect Shlomo Yanai | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Nicotine Levels in Tobacco Products | ShrHoldr | Against | Against | For | |||
Pinduoduo Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PDD | CINS 722304102 | 02/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Lei Chen | Mgmt | For | For | For | |||
2 | Elect Director Anthony Kam Ping Leung | Mgmt | For | For | For | |||
3 | Elect Director Haifeng Lin | Mgmt | For | For | For | |||
4 | Elect Director Qi Lu | Mgmt | For | For | For | |||
5 | Elect Director George Yong-Boon Yeo | Mgmt | For | For | For | |||
6 | Change Company Name to PDD Holdings Inc. | Mgmt | For | For | For | |||
7 | Amend Memorandum and Articles of Association | Mgmt | For | For | For | |||
Ping An Insurance (Group) Company of China, Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2318 | CINS Y69790106 | 05/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Directors' Report | Mgmt | For | For | For | |||
3 | Supervisors' Report | Mgmt | For | For | For | |||
4 | 2022 Annual Report | Mgmt | For | For | For | |||
5 | Accounts and Reports | Mgmt | For | For | For | |||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
7 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
8 | Elect WANG Guangqian | Mgmt | For | Against | Against | |||
9 | Authority to Issue Debt Financing Instruments | Mgmt | For | For | For | |||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | |||
Pinterest, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PINS | CUSIP 72352L106 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jeffrey Jordan | Mgmt | For | Against | Against | |||
2 | Elect Jeremy Levine | Mgmt | For | Against | Against | |||
3 | Elect Gokul Rajaram | Mgmt | For | For | For | |||
4 | Elect Marc Steinberg | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
7 | Shareholder Proposal Regarding Report on Harassment and Discrimination | ShrHoldr | Against | For | Against | |||
8 | Shareholder Proposal Regarding Report on Government Requests for Content Removal | ShrHoldr | Against | Against | For | |||
Popular, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BPOP | CUSIP 733174700 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ignacio Alvarez | Mgmt | For | For | For | |||
2 | Elect Joaquin E. Bacardi, III | Mgmt | For | For | For | |||
3 | Elect Alejandro M. Ballester | Mgmt | For | For | For | |||
4 | Elect Robert Carrady | Mgmt | For | For | For | |||
5 | Elect Richard L. Carrion | Mgmt | For | For | For | |||
6 | Elect Betty K. DeVita | Mgmt | For | For | For | |||
7 | Elect John W. Diercksen | Mgmt | For | For | For | |||
8 | Elect Maria Luisa Ferre Rangel | Mgmt | For | For | For | |||
9 | Elect C. Kim Goodwin | Mgmt | For | For | For | |||
10 | Elect Jose R. Rodriguez | Mgmt | For | For | For | |||
11 | Elect Alejandro M. Sanchez | Mgmt | For | For | For | |||
12 | Elect Myrna M. Soto | Mgmt | For | For | For | |||
13 | Elect Carlos A. Unanue | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
PPG Industries, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PPG | ISIN US6935061076 | 04/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Stephen F. Angel | Mgmt | For | For | For | |||
2 | Elect Hugh Grant | Mgmt | For | For | For | |||
3 | Elect Melanie L. Healey | Mgmt | For | For | For | |||
4 | Elect Timothy Knavish | Mgmt | For | For | For | |||
5 | Elect Guillermo Novo | Mgmt | For | For | For | |||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
8 | Ratification of Auditor | Mgmt | For | For | For | |||
9 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
PPL Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PPL | CUSIP 69351T106 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Arthur P. Beattie | Mgmt | For | For | For | |||
2 | Elect Raja Rajamannar | Mgmt | For | For | For | |||
3 | Elect Heather B. Redman | Mgmt | For | For | For | |||
4 | Elect Craig A. Rogerson | Mgmt | For | For | For | |||
5 | Elect Vincent Sorgi | Mgmt | For | For | For | |||
6 | Elect Linda G. Sullivan | Mgmt | For | For | For | |||
7 | Elect Natica von Althann | Mgmt | For | For | For | |||
8 | Elect Keith H. Williamson | Mgmt | For | For | For | |||
9 | Elect Phoebe A. Wood | Mgmt | For | For | For | |||
10 | Elect Armando Zagalo de Lima | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
Prada S.p.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1913 | CINS T7733C101 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Italy | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Amendments to By-laws | Mgmt | For | For | For | |||
4 | Accounts and Reports | Mgmt | For | For | For | |||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
6 | Election of Patrizio Bertelli as Chairman | Mgmt | For | For | For | |||
7 | Ratify Co-option of Andrea Bonini | Mgmt | For | For | For | |||
8 | Ratify Co-option of Andrea Guerra | Mgmt | For | For | For | |||
9 | Employment Agreement with the CEO | Mgmt | For | For | For | |||
10 | Directors' Fees | Mgmt | For | For | For | |||
11 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Prologis, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PLD | CUSIP 74340W103 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Hamid R. Moghadam | Mgmt | For | For | For | |||
2 | Elect Cristina G. Bita | Mgmt | For | For | For | |||
3 | Elect James B. Connor | Mgmt | For | For | For | |||
4 | Elect George L. Fotiades | Mgmt | For | For | For | |||
5 | Elect Lydia H. Kennard | Mgmt | For | For | For | |||
6 | Elect Irving F. Lyons, III | Mgmt | For | For | For | |||
7 | Elect Avid Modjtabai | Mgmt | For | For | For | |||
8 | Elect David P. O'Connor | Mgmt | For | For | For | |||
9 | Elect Olivier Piani | Mgmt | For | For | For | |||
10 | Elect Jeffrey L. Skelton | Mgmt | For | For | For | |||
11 | Elect Carl B. Webb | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
Prologis, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PLD | CINS 74340W103 | 09/28/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Issue Shares in Connection with Merger | Mgmt | For | For | For | |||
2 | Adjourn Meeting | Mgmt | For | For | For | |||
Prysmian S.p.A | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PRY | CINS T7630L105 | 04/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | Italy | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
6 | Long-Term Incentive Plan | Mgmt | For | For | For | |||
7 | Remuneration Policy | Mgmt | For | Against | Against | |||
8 | Remuneration Report | Mgmt | For | For | For | |||
9 | Authority to Issue Shares to Service Long-Term Incentive Plan | Mgmt | For | For | For | |||
10 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
PT Bank Central Asia Tbk | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BBCA | CINS Y7123P138 | 03/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Indonesia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Annual Report, Financial Statements, Statutory Reports and Discharge of Directors and Commissioners | Mgmt | For | For | For | |||
2 | Approve Allocation of Income and Dividends | Mgmt | For | For | For | |||
3 | Approve Remuneration and Tantiem of Directors and Commissioners | Mgmt | For | For | For | |||
4 | Approve Auditors | Mgmt | For | For | For | |||
5 | Approve Payment of Interim Dividends | Mgmt | For | For | For | |||
6 | Approve Revised Recovery Plan | Mgmt | For | For | For | |||
7 | Approve Resolution Plan | Mgmt | For | For | For | |||
PT Bank Mandiri (Persero) Tbk | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BMRI | CINS Y7123S108 | 03/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Indonesia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Annual Report, Financial Statements, Statutory Reports, Report of the Micro and Small Business Funding Program (PUMK), and Discharge of Directors and Commissioners | Mgmt | For | For | For | |||
2 | Approve Allocation of Income | Mgmt | For | For | For | |||
3 | Approve Remuneration and Tantiem of Directors and Commissioners | Mgmt | For | For | For | |||
4 | Appoint Auditors of the Company and the Micro and Small Business Funding Program (PUMK) | Mgmt | For | For | For | |||
5 | Approve Resolution Plan | Mgmt | For | For | For | |||
6 | Approve Stock Split | Mgmt | For | For | For | |||
7 | Amend Articles of Association | Mgmt | For | Against | Against | |||
8 | Approve Changes in the Boards of the Company | Mgmt | For | Against | Against | |||
PT Sumber Alfaria Trijaya Terbuka | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMRT | CINS Y71362118 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Indonesia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
4 | Change in Term of Office of Board of Commissioners and Directors | Mgmt | For | For | For | |||
5 | Approval of Changes in the Board of Commissioners | Mgmt | For | Against | Against | |||
6 | Approval of Changes in the Board of Directors | Mgmt | For | For | For | |||
7 | Commissioners' Fees | Mgmt | For | For | For | |||
8 | Directors' Fees | Mgmt | For | For | For | |||
PT Vale Indonesia Tbk | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INCO | CINS Y7150Y101 | 05/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Indonesia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect R. Matthew Cherevaty as Director | Mgmt | For | For | For | |||
4 | Elect Rudiantara as Independent Commissioner | Mgmt | For | Against | Against | |||
5 | Directors' and Commissioners' Fees | Mgmt | For | For | For | |||
6 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | Against | Against | |||
PT Vale Indonesia Tbk | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INCO | CINS Y7150Y101 | 12/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Indonesia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Changes in the Board of Commissioners | Mgmt | For | For | For | |||
2 | Approve Remuneration of Commissioners | Mgmt | For | For | For | |||
Public Service Enterprise Group Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PEG | ISIN US7445733048 | 04/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ralph A. LaRossa | Mgmt | For | For | For | |||
2 | Elect Susan Tomasky | Mgmt | For | For | For | |||
3 | Elect Willie A. Deese | Mgmt | For | For | For | |||
4 | Elect Jamie M. Gentoso | Mgmt | For | For | For | |||
5 | Elect Barry H. Ostrowsky | Mgmt | For | For | For | |||
6 | Elect Valerie A. Smith | Mgmt | For | For | For | |||
7 | Elect Scott G. Stephenson | Mgmt | For | For | For | |||
8 | Elect Laura A. Sugg | Mgmt | For | For | For | |||
9 | Elect John P. Surma | Mgmt | For | For | For | |||
10 | Elect Alfred W. Zollar | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Elimination of Supermajority Requirement Regarding Business Combinations | Mgmt | For | For | For | |||
14 | Elimination of Supermajority Requirement to Remove Directors Without Cause | Mgmt | For | For | For | |||
15 | Elimination of Supermajority Requirement to Make certain Bylaw amendments | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
Public Storage | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PSA | CUSIP 74460D109 | 05/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ronald L. Havner, Jr. | Mgmt | For | For | For | |||
2 | Elect Tamara Hughes Gustavson | Mgmt | For | For | For | |||
3 | Elect Leslie Stone Heisz | Mgmt | For | For | For | |||
4 | Elect Shankh S. Mitra | Mgmt | For | For | For | |||
5 | Elect David J. Neithercut | Mgmt | For | For | For | |||
6 | Elect Rebecca L. Owen | Mgmt | For | For | For | |||
7 | Elect Kristy M. Pipes | Mgmt | For | For | For | |||
8 | Elect Avedick B. Poladian | Mgmt | For | For | For | |||
9 | Elect John Reyes | Mgmt | For | For | For | |||
10 | Elect Joseph D. Russell, Jr. | Mgmt | For | For | For | |||
11 | Elect Tariq M. Shaukat | Mgmt | For | For | For | |||
12 | Elect Ronald P. Spogli | Mgmt | For | For | For | |||
13 | Elect Paul S. Williams | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | |||
PulteGroup, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PHM | CUSIP 745867101 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Brian P. Anderson | Mgmt | For | For | For | |||
2 | Elect Bryce Blair | Mgmt | For | For | For | |||
3 | Elect Thomas J. Folliard | Mgmt | For | For | For | |||
4 | Elect Cheryl W. Grise | Mgmt | For | For | For | |||
5 | Elect Andre J. Hawaux | Mgmt | For | For | For | |||
6 | Elect J. Phillip Holloman | Mgmt | For | For | For | |||
7 | Elect Ryan R. Marshall | Mgmt | For | For | For | |||
8 | Elect John R. Peshkin | Mgmt | For | For | For | |||
9 | Elect Scott F. Powers | Mgmt | For | For | For | |||
10 | Elect Lila Snyder | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Pure Storage, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PSTG | CUSIP 74624M102 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Andrew Brown | Mgmt | For | For | For | |||
1.2 | Elect John Colgrove | Mgmt | For | For | For | |||
1.3 | Elect Roxanne Taylor | Mgmt | For | Withhold | Against | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
QUALCOMM Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
QCOM | CUSIP 747525103 | 03/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Sylvia Acevedo | Mgmt | For | For | For | |||
2 | Elect Director Cristiano R. Amon | Mgmt | For | For | For | |||
3 | Elect Director Mark Fields | Mgmt | For | For | For | |||
4 | Elect Director Jeffrey W. Henderson | Mgmt | For | For | For | |||
5 | Elect Director Gregory N. Johnson | Mgmt | For | For | For | |||
6 | Elect Director Ann M. Livermore | Mgmt | For | For | For | |||
7 | Elect Director Mark D. McLaughlin | Mgmt | For | For | For | |||
8 | Elect Director Jamie S. Miller | Mgmt | For | For | For | |||
9 | Elect Director Irene B. Rosenfeld | Mgmt | For | For | For | |||
10 | Elect Director Kornelis (Neil) Smit | Mgmt | For | For | For | |||
11 | Elect Director Jean-Pascal Tricoire | Mgmt | For | For | For | |||
12 | Elect Director Anthony J. Vinciquerra | Mgmt | For | For | For | |||
13 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
14 | Approve Omnibus Stock Plan | Mgmt | For | For | For | |||
15 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
Range Resources Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RRC | CUSIP 75281A109 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Brenda A. Cline | Mgmt | For | For | For | |||
2 | Elect Margaret K. Dorman | Mgmt | For | For | For | |||
3 | Elect James M. Funk | Mgmt | For | For | For | |||
4 | Elect Steven D. Gray | Mgmt | For | For | For | |||
5 | Elect Gregory G. Maxwell | Mgmt | For | For | For | |||
6 | Elect Reginal W. Spiller | Mgmt | For | For | For | |||
7 | Elect Dennis L. Degner | Mgmt | For | For | For | |||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
Rational AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RAA | CINS D6349P107 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Germany | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
3 | Allocation of Dividends | Mgmt | For | For | For | |||
4 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
5 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
6 | Remuneration Report | Mgmt | For | For | For | |||
7 | Appointment of Auditor | Mgmt | For | For | For | |||
8 | Amendments to Articles (Annual General Meeting Location) | Mgmt | For | For | For | |||
9 | Amendments to Articles (Virtual AGM) | Mgmt | For | For | For | |||
10 | Amendments to Articles (Virtual AGM Participation of Supervisory Board Members) | Mgmt | For | For | For | |||
11 | Approval of Profit-and-Loss Transfer Agreements | Mgmt | For | For | For | |||
12 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
13 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
14 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
15 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Raytheon Technologies Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RTX | CUSIP 75513E101 | 05/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Tracy A. Atkinson | Mgmt | For | For | For | |||
2 | Elect Leanne G. Caret | Mgmt | For | For | For | |||
3 | Elect Bernard A. Harris, Jr. | Mgmt | For | For | For | |||
4 | Elect Gregory J. Hayes | Mgmt | For | For | For | |||
5 | Elect George R. Oliver | Mgmt | For | For | For | |||
6 | Elect Robert K. Ortberg | Mgmt | For | For | For | |||
7 | Elect Dinesh C. Paliwal | Mgmt | For | For | For | |||
8 | Elect Ellen M. Pawlikowski | Mgmt | For | For | For | |||
9 | Elect Denise L. Ramos | Mgmt | For | For | For | |||
10 | Elect Fredric G. Reynolds | Mgmt | For | For | For | |||
11 | Elect Brian C. Rogers | Mgmt | For | For | For | |||
12 | Elect James A. Winnefeld, Jr. | Mgmt | For | For | For | |||
13 | Elect Robert O. Work | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||
18 | Amendment to Articles to Limit Liability of Certain Officers | Mgmt | For | For | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | ShrHoldr | Against | Against | For | |||
Recruit Holdings Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
6098 | CINS J6433A101 | 06/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Masumi Minegishi | Mgmt | For | For | For | |||
3 | Elect Hisayuki Idekoba | Mgmt | For | For | For | |||
4 | Elect Ayano Senaha | Mgmt | For | For | For | |||
5 | Elect Rony Kahan | Mgmt | For | For | For | |||
6 | Elect Naoki Izumiya | Mgmt | For | For | For | |||
7 | Elect Hiroki Totoki | Mgmt | For | For | For | |||
8 | Elect Keiko Honda | Mgmt | For | For | For | |||
9 | Elect Katrina Lake | Mgmt | For | For | For | |||
10 | Elect Miho Tanaka Miho Takahashi as Alternate Statutory Auditor | Mgmt | For | Against | Against | |||
11 | Directors' Fees | Mgmt | For | For | For | |||
Regency Centers Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
REG | CUSIP 758849103 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Martin E. Stein, Jr. | Mgmt | For | For | For | |||
2 | Elect Bryce Blair | Mgmt | For | For | For | |||
3 | Elect C. Ronald Blankenship | Mgmt | For | For | For | |||
4 | Elect Kristin A. Campbell | Mgmt | For | For | For | |||
5 | Elect Deirdre J. Evens | Mgmt | For | For | For | |||
6 | Elect Thomas W. Furphy | Mgmt | For | For | For | |||
7 | Elect Karin M. Klein | Mgmt | For | For | For | |||
8 | Elect Peter D. Linneman | Mgmt | For | For | For | |||
9 | Elect David P. O'Connor | Mgmt | For | For | For | |||
10 | Elect Lisa Palmer | Mgmt | For | For | For | |||
11 | Elect James H. Simmons, III | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
Regeneron Pharmaceuticals, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
REGN | CUSIP 75886F107 | 06/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Joseph L. Goldstein | Mgmt | For | For | For | |||
2 | Elect Christine A. Poon | Mgmt | For | For | For | |||
3 | Elect Craig B. Thompson | Mgmt | For | For | For | |||
4 | Elect Huda Y. Zoghbi | Mgmt | For | For | For | |||
5 | Ratification of Auditor | Mgmt | For | For | For | |||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
8 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
Reinsurance Group of America, Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RGA | CUSIP 759351604 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Pina Albo | Mgmt | For | For | For | |||
2 | Elect Tony Cheng | Mgmt | For | For | For | |||
3 | Elect John J. Gauthier | Mgmt | For | For | For | |||
4 | Elect Patricia L. Guinn | Mgmt | For | For | For | |||
5 | Elect Anna Manning | Mgmt | For | For | For | |||
6 | Elect Hazel M. McNeilage | Mgmt | For | For | For | |||
7 | Elect George Nichols, III | Mgmt | For | For | For | |||
8 | Elect Stephen T. O'Hearn | Mgmt | For | For | For | |||
9 | Elect Shundrawn A. Thomas | Mgmt | For | For | For | |||
10 | Elect Khanh T. Tran | Mgmt | For | For | For | |||
11 | Elect Steven C. Van Wyk | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
Reliance Industries Ltd | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RELIANCE | CINS Y72596102 | 05/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Court | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Scheme of Arrangement | Mgmt | For | For | For | |||
Reliance Industries Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
500325 | CINS Y72596102 | 08/29/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Dividend | Mgmt | For | For | For | |||
2 | Reelect Nita M. Ambani as Director | Mgmt | For | For | For | |||
3 | Reelect Hital R. Meswani as Director | Mgmt | For | For | For | |||
4 | Approve Deloitte Haskins & Sells LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
5 | Approve Reappointment and Remuneration of Nikhil R. Meswani as a Whole-time Driector | Mgmt | For | For | For | |||
6 | Elect K. V. Chowdary as Director | Mgmt | For | For | For | |||
7 | Approve Remuneration of Cost Auditors | Mgmt | For | For | For | |||
8 | Amend Object Clause of the Memorandum of Association | Mgmt | For | For | For | |||
9 | Approve Material Related Party Transactions of the Company | Mgmt | For | For | For | |||
10 | Approve Material Related Party Transactions of Subsidiaries of the Company | Mgmt | For | For | For | |||
11 | Accept Standalone Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
12 | Accept Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
Reliance Industries Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
500325 | CINS Y72596102 | 12/30/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect K. V. Kamath as Director | Mgmt | For | For | For | |||
2 | Amend Objects Clause of Memorandum of Association | Mgmt | For | For | For | |||
Reliance Steel & Aluminum Co. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RS | CUSIP 759509102 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Lisa L. Baldwin | Mgmt | For | For | For | |||
2 | Elect Karen W. Colonias | Mgmt | For | For | For | |||
3 | Elect Frank J. Dellaquila | Mgmt | For | For | For | |||
4 | Elect James D. Hoffman | Mgmt | For | For | For | |||
5 | Elect Mark V. Kaminski | Mgmt | For | For | For | |||
6 | Elect Karla R. Lewis | Mgmt | For | For | For | |||
7 | Elect Robert A. McEvoy | Mgmt | For | For | For | |||
8 | Elect David W. Seeger | Mgmt | For | For | For | |||
9 | Elect Douglas W. Stotlar | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
Renesas Electronics Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
6723 | ISIN JP3164720009 | 03/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Hidetoshi Shibata | Mgmt | For | For | For | |||
3 | Elect Jiro Iwasaki | Mgmt | For | For | For | |||
4 | Elect Selena Loh Lacroix | Mgmt | For | For | For | |||
5 | Elect Noboru Yamamoto | Mgmt | For | For | For | |||
6 | Elect Takuya Hirano | Mgmt | For | For | For | |||
7 | Employee Share Purchase Plan for Overseas Employees | Mgmt | For | Against | Against | |||
Repsol, S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
REP | CINS E8471S130 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Spain | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Report on Non-Financial Information | Mgmt | For | For | For | |||
6 | Ratification of Board Acts | Mgmt | For | For | For | |||
7 | Appointment of Auditor | Mgmt | For | For | For | |||
8 | Special Dividend | Mgmt | For | For | For | |||
9 | First Authority to Cancel Tresury Shares and Reduce Capital | Mgmt | For | For | For | |||
10 | Second Authority to Cancel Tresury Shares and Reduce Capital | Mgmt | For | For | For | |||
11 | Authority to Issue Debt Instruments | Mgmt | For | For | For | |||
12 | Elect Antonio Brufau Niubo | Mgmt | For | For | For | |||
13 | Elect Josu Jon Imaz San Miguel | Mgmt | For | For | For | |||
14 | Elect Arantza Estefania Larranaga | Mgmt | For | For | For | |||
15 | Elect Maria Teresa Garcia Mila Lloveras | Mgmt | For | For | For | |||
16 | Elect Henri Philippe Reichstul | Mgmt | For | For | For | |||
17 | Elect John Robinson West | Mgmt | For | For | For | |||
18 | Ratify Co-Option of Manuel Manrique Cecilia | Mgmt | For | For | For | |||
19 | Elect Maria del Pino Velazquez Medina | Mgmt | For | For | For | |||
20 | Remuneration Report | Mgmt | For | For | For | |||
21 | Remuneration Policy | Mgmt | For | For | For | |||
22 | Share Purchase Plan | Mgmt | For | For | For | |||
23 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Republic Services, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RSG | CUSIP 760759100 | 05/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Manuel Kadre | Mgmt | For | For | For | |||
2 | Elect Tomago Collins | Mgmt | For | For | For | |||
3 | Elect Michael A. Duffy | Mgmt | For | For | For | |||
4 | Elect Thomas W. Handley | Mgmt | For | For | For | |||
5 | Elect Jennifer M. Kirk | Mgmt | For | For | For | |||
6 | Elect Michael Larson | Mgmt | For | For | For | |||
7 | Elect James P. Snee | Mgmt | For | For | For | |||
8 | Elect Brian S. Tyler | Mgmt | For | For | For | |||
9 | Elect Jon Vander Ark | Mgmt | For | For | For | |||
10 | Elect Sandra M. Volpe | Mgmt | For | For | For | |||
11 | Elect Katharine B. Weymouth | Mgmt | For | Against | Against | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
RingCentral, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RNG | CINS 76680R206 | 12/15/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Sridhar Srinivasan | Mgmt | For | For | For | |||
2 | Elect Director Vladimir Shmunis | Mgmt | For | For | For | |||
3 | Elect Director Kenneth Goldman | Mgmt | For | For | For | |||
4 | Elect Director Michelle McKenna | Mgmt | For | For | For | |||
5 | Elect Director Robert Theis | Mgmt | For | For | For | |||
6 | Elect Director Allan Thygesen | Mgmt | For | For | For | |||
7 | Elect Director Neil Williams | Mgmt | For | For | For | |||
8 | Elect Director Mignon Clyburn | Mgmt | For | For | For | |||
9 | Elect Director Arne Duncan | Mgmt | For | For | For | |||
10 | Elect Director Tarek Robbiati | Mgmt | For | For | For | |||
11 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||
12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | |||
13 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | N/A | |||
14 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | |||
Rio Tinto plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RIO | CINS G75754104 | 04/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report (UK) | Mgmt | For | For | For | |||
3 | Remuneration Report (AUS) | Mgmt | For | For | For | |||
4 | Approve Potential Termination Benefits | Mgmt | For | For | For | |||
5 | Elect Kaisa Hietala | Mgmt | For | For | For | |||
6 | Elect Dominic Barton | Mgmt | For | For | For | |||
7 | Elect Megan E. Clark | Mgmt | For | For | For | |||
8 | Elect Peter Cunningham | Mgmt | For | For | For | |||
9 | Elect Simon P. Henry | Mgmt | For | For | For | |||
10 | Elect Sam H. Laidlaw | Mgmt | For | For | For | |||
11 | Elect Simon McKeon | Mgmt | For | For | For | |||
12 | Elect Jennifer Nason | Mgmt | For | For | For | |||
13 | Elect Jakob Stausholm | Mgmt | For | For | For | |||
14 | Elect Ngaire Woods | Mgmt | For | For | For | |||
15 | Elect Ben Wyatt | Mgmt | For | For | For | |||
16 | Appointment of Auditor | Mgmt | For | For | For | |||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
18 | Authorisation of Political Donations | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
22 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
Rio Tinto Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RIO | CINS G75754104 | 10/25/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Proposed Joint Venture with China Baowu Steel Group Co., Ltd | Mgmt | For | For | For | |||
2 | Approve Any Acquisition or Disposal of a Substantial Asset from or to China Baowu Steel Group Co., Ltd or its Associates Pursuant to a Future Transaction | Mgmt | For | For | For | |||
Roblox Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RBLX | CUSIP 771049103 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect David Baszucki | Mgmt | For | For | For | |||
1.2 | Elect Gregory Baszucki | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
Roku, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ROKU | CUSIP 77543R102 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jeffrey Blackburn | Mgmt | For | For | For | |||
2 | Elect Jeffrey Hastings | Mgmt | For | For | For | |||
3 | Elect Neil Hunt | Mgmt | For | For | For | |||
4 | Elect Anthony Wood | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
RWE AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RWE | CINS D6629K109 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Germany | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
6 | Allocation of Dividends | Mgmt | For | For | For | |||
7 | Ratify Markus Krebber | Mgmt | For | For | For | |||
8 | Ratify Michael Muller | Mgmt | For | For | For | |||
9 | Ratify Zvezdana Seeger | Mgmt | For | For | For | |||
10 | Ratify Werner Brandt | Mgmt | For | For | For | |||
11 | Ratify Ralf Sikorski | Mgmt | For | For | For | |||
12 | Ratify Michael Bochinsky | Mgmt | For | For | For | |||
13 | Ratify Sandra Bossemeyer | Mgmt | For | For | For | |||
14 | Ratify Hans Bunting | Mgmt | For | For | For | |||
15 | Ratify Matthias Durbaum | Mgmt | For | For | For | |||
16 | Ratify Ute Gerbaulet | Mgmt | For | For | For | |||
17 | Ratify Hans-Peter Keitel | Mgmt | For | For | For | |||
18 | Ratify Monika Kircher | Mgmt | For | For | For | |||
19 | Ratify Thomas Kufen | Mgmt | For | For | For | |||
20 | Ratify Reiner van Limbeck | Mgmt | For | For | For | |||
21 | Ratify Harald Louis | Mgmt | For | For | For | |||
22 | Ratify Dagmar Paasch | Mgmt | For | For | For | |||
23 | Ratify Erhard Schipporeit | Mgmt | For | For | For | |||
24 | Ratify Dirk Schumacher | Mgmt | For | For | For | |||
25 | Ratify Ullrich Sierau | Mgmt | For | For | For | |||
26 | Ratify Hauke Stars | Mgmt | For | For | For | |||
27 | Ratify Helle Valentin | Mgmt | For | For | For | |||
28 | Ratify Andreas Wagner | Mgmt | For | For | For | |||
29 | Ratify Marion Weckes | Mgmt | For | For | For | |||
30 | Appointment of Auditor | Mgmt | For | For | For | |||
31 | Appointment of Auditor for Interim Statements | Mgmt | For | For | For | |||
32 | Remuneration Report | Mgmt | For | For | For | |||
33 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
34 | Authority to Issue Convertible Debt Instruments; Increase in Conditional Capital | Mgmt | For | For | For | |||
35 | Increase in Authorised Capital | Mgmt | For | For | For | |||
36 | Amendments to Articles (Virtual Meeting) | Mgmt | For | For | For | |||
37 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
38 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Salesforce, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CRM | CUSIP 79466L302 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Marc R. Benioff | Mgmt | For | For | For | |||
2 | Elect Laura Alber | Mgmt | For | For | For | |||
3 | Elect Craig A. Conway | Mgmt | For | For | For | |||
4 | Elect Arnold W. Donald | Mgmt | For | For | For | |||
5 | Elect Parker Harris | Mgmt | For | For | For | |||
6 | Elect Neelie Kroes | Mgmt | For | For | For | |||
7 | Elect Sachin Mehra | Mgmt | For | For | For | |||
8 | Elect G. Mason Morfit | Mgmt | For | For | For | |||
9 | Elect Oscar Munoz | Mgmt | For | Against | Against | |||
10 | Elect John V. Roos | Mgmt | For | For | For | |||
11 | Elect Robin L. Washington | Mgmt | For | For | For | |||
12 | Elect Maynard G. Webb | Mgmt | For | For | For | |||
13 | Elect Susan D. Wojcicki | Mgmt | For | For | For | |||
14 | Amendment to the 2013 Equity Incentive Plan | Mgmt | For | Against | Against | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | ShrHoldr | Against | Against | For | |||
Sampo Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SAMPO | CINS X75653109 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Finland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
10 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
11 | Accounts and Reports | Mgmt | For | For | For | |||
12 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
13 | Ratification of Board and CEO Acts | Mgmt | For | For | For | |||
14 | Remuneration Report | Mgmt | For | For | For | |||
15 | Directors' Fees | Mgmt | For | For | For | |||
16 | Board Size | Mgmt | For | For | For | |||
17 | Election of Directors | Mgmt | For | For | For | |||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
19 | Appointment of Auditor | Mgmt | For | For | For | |||
20 | Partial Demerger (Mandatum plc) | Mgmt | For | For | For | |||
21 | Amendments to Articles | Mgmt | For | For | For | |||
22 | Amendments to Articles (Virtual Meeting) | Mgmt | For | For | For | |||
23 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
24 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | |||
25 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
Samsung Electronics Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
005930 | CINS Y74718100 | 03/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2 | Elect Han Jong-hui as Inside Director | Mgmt | For | For | For | |||
3 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
Samsung Electronics Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
005930 | CINS Y74718100 | 11/03/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Heo Eun-nyeong as Outside Director | Mgmt | For | For | For | |||
2 | Elect Yoo Myeong-hui as Outside Director | Mgmt | For | For | For | |||
Samsung SDI Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
006400 | CINS Y74866107 | 03/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2.1 | Elect Jeon Young-hyeon as Inside Director | Mgmt | For | For | For | |||
2.2 | Elect Kwon Oh-gyeong as Outside Director | Mgmt | For | For | For | |||
2.3 | Elect Kim Deok-hyeon as Outside Director | Mgmt | For | For | For | |||
2.4 | Elect Lee Mi-gyeong as Outside Director | Mgmt | For | For | For | |||
3.1 | Elect Kwon Oh-gyeong as a Member of Audit Committee | Mgmt | For | For | For | |||
3.2 | Elect Lee Mi-gyeong as a Member of Audit Committee | Mgmt | For | For | For | |||
4 | Elect Choi Won-wook as Outside Director to Serve as an Audit Committee Member | Mgmt | For | For | For | |||
5 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
Sanofi | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SAN | CINS F5548N101 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | |||
6 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
8 | Elect Frederic Oudea | Mgmt | For | For | For | |||
9 | 2022 Remuneration Report | Mgmt | For | For | For | |||
10 | 2022 Remuneration of Serge Weinberg, Chair | Mgmt | For | For | For | |||
11 | 2022 Remuneration of Paul Hudson, CEO | Mgmt | For | For | For | |||
12 | 2023 Directors' Fees | Mgmt | For | For | For | |||
13 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
14 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
15 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | |||
16 | Appointment of Auditor (PwC) | Mgmt | For | For | For | |||
17 | Relocation of Corporate Headquarters | Mgmt | For | For | For | |||
18 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
19 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
20 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Issue Shares and/or Convertible Debt Through Private Placement | Mgmt | For | For | For | |||
23 | Authority to Issue Debt Instruments | Mgmt | For | For | For | |||
24 | Greenshoe | Mgmt | For | For | For | |||
25 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
26 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
27 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
28 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
SBA Communications Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SBAC | CUSIP 78410G104 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Steven E. Bernstein | Mgmt | For | For | For | |||
2 | Elect Laurie Bowen | Mgmt | For | For | For | |||
3 | Elect Amy E. Wilson | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Schlumberger Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SLB | ISIN BRSLBGBDR003 | 04/05/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter J. Coleman | Mgmt | For | TNA | N/A | |||
2 | Elect Patrick de La Chevardière | Mgmt | For | TNA | N/A | |||
3 | Elect Miguel M. Galuccio | Mgmt | For | TNA | N/A | |||
4 | Elect Olivier Le Peuch | Mgmt | For | TNA | N/A | |||
5 | Elect Samuel Georg Friedrich Leupold | Mgmt | For | TNA | N/A | |||
6 | Elect Tatiana A. Mitrova | Mgmt | For | TNA | N/A | |||
7 | Elect Maria Moræus Hanssen | Mgmt | For | TNA | N/A | |||
8 | Elect Vanitha Narayanan | Mgmt | For | TNA | N/A | |||
9 | Elect Mark G. Papa | Mgmt | For | TNA | N/A | |||
10 | Elect Jeffrey W. Sheets | Mgmt | For | TNA | N/A | |||
11 | Elect Ulrich Spiesshofer | Mgmt | For | TNA | N/A | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | TNA | Against | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | TNA | N/A | |||
14 | Accounts and Reports; Approval of Dividend | Mgmt | For | TNA | N/A | |||
15 | Ratification of Auditor | Mgmt | For | TNA | N/A | |||
Sealed Air Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SEE | CUSIP 81211K100 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Elizabeth M. Adefioye | Mgmt | For | For | For | |||
2 | Elect Zubaid Ahmad | Mgmt | For | For | For | |||
3 | Elect Kevin C. Berryman | Mgmt | For | For | For | |||
4 | Elect Francoise Colpron | Mgmt | For | For | For | |||
5 | Elect Edward L. Doheny II | Mgmt | For | For | For | |||
6 | Elect Clay M. Johnson | Mgmt | For | For | For | |||
7 | Elect Henry R. Keizer | Mgmt | For | For | For | |||
8 | Elect Harry A. Lawton III | Mgmt | For | For | For | |||
9 | Elect Suzanne B. Rowland | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
SEI Investments Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SEIC | CUSIP 784117103 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ryan Hicke | Mgmt | For | For | For | |||
2 | Elect Kathryn M. McCarthy | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
5 | Ratification of Auditor | Mgmt | For | For | For | |||
Sekisui Chemical Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
4204 | CINS J70703137 | 06/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Teiji Koge | Mgmt | For | For | For | |||
4 | Elect Keita Kato | Mgmt | For | For | For | |||
5 | Elect Futoshi Kamiwaki | Mgmt | For | For | For | |||
6 | Elect Yoshiyuki Hirai | Mgmt | For | For | For | |||
7 | Elect Toshiyuki Kamiyoshi | Mgmt | For | For | For | |||
8 | Elect Ikusuke Shimizu | Mgmt | For | For | For | |||
9 | Elect Kazuya Murakami | Mgmt | For | For | For | |||
10 | Elect Hiroshi Oeda | Mgmt | For | For | For | |||
11 | Elect Haruko Nozaki | Mgmt | For | For | For | |||
12 | Elect Miharu Koezuka | Mgmt | For | For | For | |||
13 | Elect Machiko Miyai | Mgmt | For | For | For | |||
14 | Elect Yoshihiko Hatanaka | Mgmt | For | For | For | |||
15 | Elect Tomoyasu Izugami | Mgmt | For | For | For | |||
16 | Elect Wakyu Shimmen | Mgmt | For | For | For | |||
17 | Elect Kenji Tanaka | Mgmt | For | For | For | |||
Shell Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SHEL | CINS G80827101 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Accounts and Reports | Mgmt | For | For | For | |||
3 | Remuneration Policy | Mgmt | For | For | For | |||
4 | Remuneration Report | Mgmt | For | For | For | |||
5 | Elect Wael Sawan | Mgmt | For | For | For | |||
6 | Elect Cyrus Taraporevala | Mgmt | For | For | For | |||
7 | Elect Sir Charles Roxburgh | Mgmt | For | For | For | |||
8 | Elect Leena Srivastava | Mgmt | For | For | For | |||
9 | Elect Sinead Gorman | Mgmt | For | For | For | |||
10 | Elect Dick Boer | Mgmt | For | For | For | |||
11 | Elect Neil A.P. Carson | Mgmt | For | For | For | |||
12 | Elect Ann F. Godbehere | Mgmt | For | For | For | |||
13 | Elect Jane Holl Lute | Mgmt | For | For | For | |||
14 | Elect Catherine J. Hughes | Mgmt | For | For | For | |||
15 | Elect Sir Andrew Mackenzie | Mgmt | For | For | For | |||
16 | Elect Abraham Schot | Mgmt | For | For | For | |||
17 | Appointment of Auditor | Mgmt | For | For | For | |||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares (Off-Market) | Mgmt | For | For | For | |||
23 | Authorisation of Political Donations | Mgmt | For | For | For | |||
24 | Adoption of New Articles | Mgmt | For | For | For | |||
25 | Performance Share Plan | Mgmt | For | For | For | |||
26 | Approval of Energy Transition Progress | Mgmt | For | For | For | |||
27 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | |||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Shenzhen Inovance Technology Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
300124 | CINS Y7744Z101 | 05/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | |||
2 | 2022 Accounts and Reports | Mgmt | For | For | For | |||
3 | 2022 Directors' Report | Mgmt | For | For | For | |||
4 | 2022 Supervisors' Report | Mgmt | For | For | For | |||
5 | 2022 Allocation of Profits/Dividends | Mgmt | For | For | For | |||
6 | 2022 Financial Budget Plan | Mgmt | For | For | For | |||
7 | Appointment of Auditor | Mgmt | For | For | For | |||
8 | Settlement of Projects Financed with Raised Funds and Permanently Replenish Working Capital with the Surplus Raised Funds | Mgmt | For | For | For | |||
9 | Amendments to Articles Bundled | Mgmt | For | For | For | |||
Shenzhen Inovance Technology Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
300124 | CINS Y7744Z101 | 08/12/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Draft and Summary of Stock Option and Performance Share Incentive Plan | Mgmt | For | For | For | |||
2 | Approve Implementation of Methods to Assess the Performance of Plan Participants | Mgmt | For | For | For | |||
3 | Approve Authorization of the Board to Handle All Related Matters | Mgmt | For | For | For | |||
4 | Approve Change the Unlocking Period, Unlocking Ratio and Duration of Long-term Incentive Plan | Mgmt | For | Against | Against | |||
Shenzhen Mindray Bio-Medical Electronics Co. Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
300760 | CINS Y774E3101 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | 2022 Work Report Of The Board Of Directors | Mgmt | For | For | For | |||
2 | 2022 Work Report Of The Supervisory Committee | Mgmt | For | For | For | |||
3 | 2022 Annual Accounts | Mgmt | For | For | For | |||
4 | 2022 Profit Distribution Plan: The Detailed Profit Distribution Plan Are as Follows: 1) Cash Dividend/10 Shares (Tax Included):Cny45.00000000 2) Bonus Issue from Profit (Share/10 Shares):None 3) Bonus Issue from Capital Reserve (Share/10 Shares):None | Mgmt | For | For | For | |||
5 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | |||
6 | 2022 Sustainable Development Report | Mgmt | For | For | For | |||
7 | Reappointment Of 2023 Audit Firm | Mgmt | For | For | For | |||
8 | Amendments To The Articles Of Associations Of The Company | Mgmt | For | Against | Against | |||
9 | Amendments to the Remuneration Management System of Directors, Supervisors and Senior Management | Mgmt | For | For | For | |||
10 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
11 | Elect LI Xiting | Mgmt | For | For | For | |||
12 | Elect XU Hang | Mgmt | For | For | For | |||
13 | Elect CHENG Minghe | Mgmt | For | For | For | |||
14 | Elect WU Hao | Mgmt | For | For | For | |||
15 | Elect GUO Yanmei | Mgmt | For | For | For | |||
16 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
17 | Elect LIANG Huming | Mgmt | For | For | For | |||
18 | Elect ZHOU xianyi | Mgmt | For | For | For | |||
19 | Elect HU Shanrong | Mgmt | For | For | For | |||
20 | Elect GAO Shengping | Mgmt | For | For | For | |||
21 | Elect XU Jing | Mgmt | For | For | For | |||
22 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
23 | Elect TANG Zhi | Mgmt | For | For | For | |||
24 | Elect JI Qiang | Mgmt | For | For | For | |||
Shenzhou International Group Holdings Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2313 | CINS G8087W101 | 05/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect HUANG Guanlin | Mgmt | For | Against | Against | |||
6 | Elect WANG Cunbo | Mgmt | For | Against | Against | |||
7 | Elect ZHANG Bingsheng | Mgmt | For | Against | Against | |||
8 | Directors' Fees | Mgmt | For | For | For | |||
9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | |||
11 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
12 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | |||
13 | Amendments to Articles | Mgmt | For | Against | Against | |||
Shin-Etsu Chemical Co.,Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
4063 | CINS J72810120 | 06/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Fumio Akiya | Mgmt | For | For | For | |||
4 | Elect Yasuhiko Saito | Mgmt | For | For | For | |||
5 | Elect Susumu Ueno | Mgmt | For | For | For | |||
6 | Elect Masahiko Todoroki | Mgmt | For | For | For | |||
7 | Elect Toshihiko Fukui | Mgmt | For | For | For | |||
8 | Elect Hiroshi Komiyama | Mgmt | For | For | For | |||
9 | Elect Kuniharu Nakamura | Mgmt | For | For | For | |||
10 | Elect Michael H. McGarry | Mgmt | For | Against | Against | |||
11 | Elect Mariko Hasegawa | Mgmt | For | For | For | |||
12 | Elect Hidenori Onezawa | Mgmt | For | For | For | |||
13 | Elect Hiroko Kaneko | Mgmt | For | For | For | |||
14 | Equity Compensation Plan | Mgmt | For | For | For | |||
Shoprite Holdings Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SHP | CINS S76263102 | 11/14/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Africa | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports for the Year Ended 3 July 2022 | Mgmt | For | For | For | |||
2 | Approve Remuneration Policy | Mgmt | For | For | For | |||
3 | Approve Financial Assistance to Subsidiaries, Related and Inter-related Entities | Mgmt | For | For | For | |||
4 | Approve Implementation Report of the Remuneration Policy | Mgmt | For | For | For | |||
5 | Reappoint PricewaterhouseCoopers Inc. as Auditors with J de Villiers as the Individual Registered Auditor | Mgmt | For | For | For | |||
6 | Authorise Repurchase of Issued Share Capital | Mgmt | For | For | For | |||
7 | Elect Graham Dempster as Director | Mgmt | For | Against | Against | |||
8 | Elect Paul Norman as Director | Mgmt | For | Against | Against | |||
9 | Elect Dawn Marole as Director | Mgmt | For | Against | Against | |||
10 | Re-elect Linda de Beer as Member of the Audit and Risk Committee | Mgmt | For | Against | Against | |||
11 | Re-elect Nonkululeko Gobodo as Member of the Audit and Risk Committee | Mgmt | For | Against | Against | |||
12 | Re-elect Eileen Wilton as Member of the Audit and Risk Committee | Mgmt | For | Against | Against | |||
13 | Elect Graham Dempster as Member of the Audit and Risk Committee | Mgmt | For | Against | Against | |||
14 | Place Authorised but Unissued Shares under Control of Directors | Mgmt | For | For | For | |||
15 | Authorise Board to Issue Shares for Cash | Mgmt | For | For | For | |||
16 | Authorise Ratification of Approved Resolutions | Mgmt | For | For | For | |||
17 | Approve Fees of the Chairperson of the Board | Mgmt | For | For | For | |||
18 | Approve Fees of the Lead Independent Director | Mgmt | For | For | For | |||
19 | Approve Fees of the Non-Executive Directors | Mgmt | For | For | For | |||
20 | Approve Fees of the Chairperson of the Audit and Risk Committee | Mgmt | For | For | For | |||
21 | Approve Fees of the Members of the Audit and Risk Committee | Mgmt | For | For | For | |||
22 | Approve Fees of the Chairperson of the Remuneration Committee | Mgmt | For | For | For | |||
23 | Approve Fees of the Members of the Remuneration Committee | Mgmt | For | For | For | |||
24 | Approve Fees of the Chairperson of the Nomination Committee | Mgmt | For | For | For | |||
25 | Approve Fees of the Members of the Nomination Committee | Mgmt | For | For | For | |||
26 | Approve Fees of the Chairperson of the Social and Ethics Committee | Mgmt | For | For | For | |||
27 | Approve Fees of the Members of the Social and Ethics Committee | Mgmt | For | For | For | |||
28 | Approve Fees of the Chairperson of the Investment and Finance Committee | Mgmt | For | For | For | |||
29 | Approve Fees of the Members of the Investment and Finance Committee | Mgmt | For | For | For | |||
Simon Property Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SPG | CUSIP 828806109 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Glyn F. Aeppel | Mgmt | For | Against | Against | |||
2 | Elect Larry C. Glasscock | Mgmt | For | Against | Against | |||
3 | Elect Allan B. Hubbard | Mgmt | For | Against | Against | |||
4 | Elect Reuben S. Leibowitz | Mgmt | For | For | For | |||
5 | Elect Randall J. Lewis | Mgmt | For | For | For | |||
6 | Elect Gary M. Rodkin | Mgmt | For | Against | Against | |||
7 | Elect Peggy Fang Roe | Mgmt | For | Against | Against | |||
8 | Elect Stefan M. Selig | Mgmt | For | For | For | |||
9 | Elect Daniel C. Smith | Mgmt | For | For | For | |||
10 | Elect Marta R. Stewart | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Sinbon Electronics Company Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
3023 | CINS Y7989R103 | 05/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Taiwan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Adoption Of The 2022 Business Report And Financial Statements. | Mgmt | For | For | For | |||
2 | Adoption of the Proposal for Distribution of 2022 Profits. Proposed Cash Dividend :Twd 8.5 per Share. | Mgmt | For | For | For | |||
Singapore Exchange Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
S68 | CINS Y79946102 | 10/06/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Singapore | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Adopt Financial Statements and Directors' and Auditors' Reports | Mgmt | For | For | For | |||
2 | Approve Final Dividend | Mgmt | For | For | For | |||
3 | Approve Directors' Fees to be Paid to the Chairman | Mgmt | For | For | For | |||
4 | Approve Directors' Fees to be Paid to All Directors (Other than the Chief Executive Officer) | Mgmt | For | For | For | |||
5 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
6 | Approve Issuance of Shares Pursuant to the Singapore Exchange Limited Scrip Dividend Scheme | Mgmt | For | For | For | |||
7 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Mgmt | For | For | For | |||
8 | Authorize Share Repurchase Program | Mgmt | For | For | For | |||
9 | Elect Beh Swan Gin as Director | Mgmt | For | For | For | |||
10 | Elect Chew Gek Khim as Director | Mgmt | For | For | For | |||
11 | Elect Lim Sok Hui as Director | Mgmt | For | For | For | |||
12 | Elect Koh Boon Hwee as Director | Mgmt | For | For | For | |||
13 | Elect Tsien Samuel Nag as Director | Mgmt | For | For | For | |||
SLM Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SLM | CUSIP 78442P106 | 06/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect R. Scott Blackley | Mgmt | For | For | For | |||
2 | Elect Paul G. Child | Mgmt | For | For | For | |||
3 | Elect Mary Carter Warren Franke | Mgmt | For | For | For | |||
4 | Elect Marianne M. Keler | Mgmt | For | For | For | |||
5 | Elect Mark L. Lavelle | Mgmt | For | For | For | |||
6 | Elect Ted Manvitz | Mgmt | For | For | For | |||
7 | Elect Jim Matheson | Mgmt | For | For | For | |||
8 | Elect Samuel T. Ramsey | Mgmt | For | For | For | |||
9 | Elect Vivian C. Schneck-Last | Mgmt | For | For | For | |||
10 | Elect Robert S. Strong | Mgmt | For | For | For | |||
11 | Elect Jonathan W. Witter | Mgmt | For | For | For | |||
12 | Elect Kirsten O. Wolberg | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
Smartsheet Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SMAR | CUSIP 83200N103 | 06/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Geoffrey T. Barker | Mgmt | For | For | For | |||
1.2 | Elect Matthew McIlwain | Mgmt | For | For | For | |||
1.3 | Elect James N. White | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Snowflake Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SNOW | CINS 833445109 | 07/07/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | N/A | |||
2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
3 | Elect Director Kelly A. Kramer | Mgmt | For | For | For | |||
4 | Elect Director Frank Slootman | Mgmt | For | For | For | |||
5 | Elect Director Michael L. Speiser | Mgmt | For | For | For | |||
Sodexo SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SW | CINS F84941123 | 12/19/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual/Special | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
3 | Approve Allocation of Income and Dividends of EUR 2.40 per Share | Mgmt | For | For | For | |||
4 | Reelect Veronique Laury as Director | Mgmt | For | For | For | |||
5 | Reelect Luc Messier as Director | Mgmt | For | For | For | |||
6 | Reelect Cecile Tandeau de Marsac as Director | Mgmt | For | For | For | |||
7 | Elect Patrice de Talhouet as Director | Mgmt | For | For | For | |||
8 | Appoint Cabinet ERNST & YOUNG AUDIT as Auditor | Mgmt | For | For | For | |||
9 | Approve Remuneration Policy of Chairman and CEO from March 1 to August 31, 2022 | Mgmt | For | For | For | |||
10 | Approve Compensation of Sophie Bellon, Chairman of the Board then Chairman and CEO | Mgmt | For | For | For | |||
11 | Approve Compensation Report of Corporate Officers | Mgmt | For | For | For | |||
12 | Approve Remuneration of Directors in the Aggregate Amount of EUR 1.2 Million | Mgmt | For | For | For | |||
13 | Approve Remuneration Policy of Directors | Mgmt | For | For | For | |||
14 | Approve Remuneration Policy of Chairman of the Board and CEO | Mgmt | For | For | For | |||
15 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Mgmt | For | For | For | |||
16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Mgmt | For | For | For | |||
17 | Authorize Filing of Required Documents/Other Formalities | Mgmt | For | For | For | |||
Sonic Healthcare Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SHL | CINS Q8563C107 | 11/17/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Christine Bennett as Director | Mgmt | For | For | For | |||
2 | Elect Katharine Giles as Director | Mgmt | For | For | For | |||
3 | Approve Remuneration Report | Mgmt | For | For | For | |||
4 | Approve Grant of Options and Performance Rights to Colin Goldschmidt | Mgmt | For | For | For | |||
5 | Approve Grant of Options and Performance Rights to Chris Wilks | Mgmt | For | For | For | |||
Sonova Holding AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SOON | CINS H8024W106 | 06/12/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Switzerland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
3 | Compensation Report | Mgmt | For | TNA | N/A | |||
4 | Allocation of Dividends | Mgmt | For | TNA | N/A | |||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | |||
6 | Amendments to Articles (Committee Composition) | Mgmt | For | TNA | N/A | |||
7 | Elect Robert F. Spoerry | Mgmt | For | TNA | N/A | |||
8 | Elect Stacy Enxing Seng | Mgmt | For | TNA | N/A | |||
9 | Elect Gregory Behar | Mgmt | For | TNA | N/A | |||
10 | Elect Lynn Dorsey Bleil | Mgmt | For | TNA | N/A | |||
11 | Elect Lukas Braunschweiler | Mgmt | For | TNA | N/A | |||
12 | Elect Roland Diggelmann | Mgmt | For | TNA | N/A | |||
13 | Elect Julie Tay | Mgmt | For | TNA | N/A | |||
14 | Elect Ronald van der Vis | Mgmt | For | TNA | N/A | |||
15 | Elect Adrian Widmer | Mgmt | For | TNA | N/A | |||
16 | Elect Stacy Enxing Seng as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | |||
17 | Elect Lukas Braunschweiler as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | |||
18 | Elect Roland Diggelmann as as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | |||
19 | Elect Julie Tay as as Nominating and Compensation Committee Member | Mgmt | For | TNA | N/A | |||
20 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
21 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||
22 | Board Compensation | Mgmt | For | TNA | N/A | |||
23 | Executive Compensation | Mgmt | For | TNA | N/A | |||
24 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | |||
25 | Amendment to Company Purpose | Mgmt | For | TNA | N/A | |||
26 | Approval of a Capital Band | Mgmt | For | TNA | N/A | |||
27 | Amendments to Articles (Board of Directors and Management Board) | Mgmt | For | TNA | N/A | |||
28 | Amendments to Articles (General Meetings) | Mgmt | For | TNA | N/A | |||
29 | Amendments to Articles (Virtual AGM) | Mgmt | For | TNA | N/A | |||
30 | Transaction of Other Business | Mgmt | N/A | TNA | N/A | |||
31 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
32 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
South32 Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
S32 | CINS Q86668102 | 10/27/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Approve Grant of Rights to Graham Kerr | Mgmt | For | For | For | |||
3 | Approve Advisory Vote on Climate Change Action Plan | Mgmt | For | For | For | |||
4 | Elect Frank Cooper as Director | Mgmt | For | For | For | |||
5 | Elect Ntombifuthi (Futhi) Mtoba as Director | Mgmt | For | For | For | |||
Southwest Airlines Co. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LUV | CUSIP 844741108 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David W. Biegler | Mgmt | For | For | For | |||
2 | Elect J. Veronica Biggins | Mgmt | For | Against | Against | |||
3 | Elect Douglas H. Brooks | Mgmt | For | For | For | |||
4 | Elect Eduardo F. Conrado | Mgmt | For | For | For | |||
5 | Elect William H. Cunningham | Mgmt | For | For | For | |||
6 | Elect Thomas W. Gilligan | Mgmt | For | For | For | |||
7 | Elect David P. Hess | Mgmt | For | For | For | |||
8 | Elect Robert E. Jordan | Mgmt | For | For | For | |||
9 | Elect Gary C. Kelly | Mgmt | For | For | For | |||
10 | Elect Elaine Mendoza | Mgmt | For | For | For | |||
11 | Elect John T. Montford | Mgmt | For | For | For | |||
12 | Elect Christopher P. Reynolds | Mgmt | For | For | For | |||
13 | Elect Ron Ricks | Mgmt | For | For | For | |||
14 | Elect Jill Ann Soltau | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
18 | Shareholder Proposal Regarding Shareholder Ability to Remove Directors | ShrHoldr | Against | For | Against | |||
19 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
Spirax-Sarco Engineering plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SPX | CINS G83561129 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Policy | Mgmt | For | For | For | |||
3 | Remuneration Report | Mgmt | For | For | For | |||
4 | Final Dividend | Mgmt | For | For | For | |||
5 | Appointment of Auditor | Mgmt | For | For | For | |||
6 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
7 | Elect Jamie Pike | Mgmt | For | For | For | |||
8 | Elect Nick Anderson | Mgmt | For | For | For | |||
9 | Elect Nimesh Patel | Mgmt | For | For | For | |||
10 | Elect Angela Archon | Mgmt | For | For | For | |||
11 | Elect Peter I. France | Mgmt | For | For | For | |||
12 | Elect Richard Gillingwater | Mgmt | For | For | For | |||
13 | Elect Caroline A. Johnstone | Mgmt | For | For | For | |||
14 | Elect Jane Kingston | Mgmt | For | For | For | |||
15 | Elect Kevin Thompson | Mgmt | For | For | For | |||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
17 | Scrip Dividend | Mgmt | For | For | For | |||
18 | Performance Share Plan | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
Spotify Technology S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SPOT | ISIN LU1778762911 | 03/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Ratification of Board Acts | Mgmt | For | For | For | |||
4 | Elect Daniel Ek | Mgmt | For | Against | Against | |||
5 | Elect Martin Lorentzon | Mgmt | For | Against | Against | |||
6 | Elect Shishir S. Mehrotra | Mgmt | For | Against | Against | |||
7 | Elect Christopher P. Marshall | Mgmt | For | Against | Against | |||
8 | Elect Barry McCarthy | Mgmt | For | Against | Against | |||
9 | Elect Heidi O'Neill | Mgmt | For | Against | Against | |||
10 | Elect Theodore A. Sarandos | Mgmt | For | Against | Against | |||
11 | Elect Thomas O. Staggs | Mgmt | For | Against | Against | |||
12 | Elect Mona K. Sutphen | Mgmt | For | Against | Against | |||
13 | Elect Padmasree Warrior | Mgmt | For | Against | Against | |||
14 | Appointment of Auditor | Mgmt | For | For | For | |||
15 | Directors' Remuneration | Mgmt | For | For | For | |||
16 | Authorization of Legal Formalities | Mgmt | For | For | For | |||
17 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
SQUARE ENIX HOLDINGS CO., LTD. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
9684 | CINS J7659R109 | 06/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Takashi Kiryu | Mgmt | For | For | For | |||
3 | Elect Yoshinori Kitase | Mgmt | For | For | For | |||
4 | Elect Yu Miyake | Mgmt | For | For | For | |||
5 | Elect Masato Ogawa | Mgmt | For | For | For | |||
6 | Elect Mitsuko Okamoto | Mgmt | For | For | For | |||
7 | Elect Abdullah Aldawood | Mgmt | For | For | For | |||
8 | Elect Naoto Takano | Mgmt | For | For | For | |||
State Street Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
STT | CUSIP 857477103 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Patrick de Saint-Aignan | Mgmt | For | For | For | |||
2 | Elect Marie A. Chandoha | Mgmt | For | For | For | |||
3 | Elect Donna DeMaio | Mgmt | For | For | For | |||
4 | Elect Amelia C. Fawcett | Mgmt | For | For | For | |||
5 | Elect William C. Freda | Mgmt | For | For | For | |||
6 | Elect Sara Mathew | Mgmt | For | For | For | |||
7 | Elect William L. Meaney | Mgmt | For | For | For | |||
8 | Elect Ronald P. O'Hanley | Mgmt | For | For | For | |||
9 | Elect Sean O'Sullivan | Mgmt | For | For | For | |||
10 | Elect Julio A. Portalatin | Mgmt | For | For | For | |||
11 | Elect John B. Rhea | Mgmt | For | For | For | |||
12 | Elect Gregory L. Summe | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Amendment to the 2017 Stock Incentive Plan | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Report on Conflict of Interest | ShrHoldr | Against | Against | For | |||
Stellantis N.V | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
STLA | CINS N82405106 | 04/13/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Remuneration Report Excluding Pre-Merger Legacy Matters | Mgmt | For | Against | Against | |||
4 | Remuneration Report (Pre-Merger Legacy Matter) | Mgmt | For | Against | Against | |||
5 | Accounts and Reports | Mgmt | For | For | For | |||
6 | Allocation of Dividends | Mgmt | For | For | For | |||
7 | Ratification of Board Acts | Mgmt | For | Abstain | Against | |||
8 | Elect Benoit Ribadeau-Dumas to the Board of Directors | Mgmt | For | Against | Against | |||
9 | Appointment of Auditor (FY2023) | Mgmt | For | For | For | |||
10 | Appointment of Auditor (FY2024) | Mgmt | For | For | For | |||
11 | Remuneration Policy | Mgmt | For | For | For | |||
12 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
13 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | |||
14 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
15 | Cancellation of Shares | Mgmt | For | For | For | |||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
STMicroelectronics N.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
STM | CINS N83574108 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
6 | Remuneration Report | Mgmt | For | For | For | |||
7 | Accounts and Reports | Mgmt | For | For | For | |||
8 | Allocation of Dividends | Mgmt | For | For | For | |||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
11 | Equity Grant - CEO | Mgmt | For | For | For | |||
12 | Elect Yann Delabriere to the Supervisory Board | Mgmt | For | For | For | |||
13 | Elect Ana de Pro Gonzalo to the Supervisory Board | Mgmt | For | For | For | |||
14 | Elect Frederic Sanchez to the Supervisory Board | Mgmt | For | For | For | |||
15 | Elect Maurizio Tamagnini to the Supervisory Board | Mgmt | For | For | For | |||
16 | Elect Helene Vletter-van Dort to the Supervisory Board | Mgmt | For | For | For | |||
17 | Elect Paolo Visca to the Supervisory Board | Mgmt | For | For | For | |||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | |||
20 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
Sun Pharmaceutical Industries Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
524715 | CINS Y8523Y158 | 01/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Sanjay Asher as Director | Mgmt | For | For | For | |||
Synchrony Financial | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SYF | CUSIP 87165B103 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Brian D. Doubles | Mgmt | For | For | For | |||
2 | Elect Fernando Aguirre | Mgmt | For | For | For | |||
3 | Elect Paget L. Alves | Mgmt | For | For | For | |||
4 | Elect Kamila Chytil | Mgmt | For | For | For | |||
5 | Elect Arthur W. Coviello, Jr. | Mgmt | For | For | For | |||
6 | Elect Roy A. Guthrie | Mgmt | For | For | For | |||
7 | Elect Jeffrey G. Naylor | Mgmt | For | For | For | |||
8 | Elect P.W. Parker | Mgmt | For | For | For | |||
9 | Elect Laurel J. Richie | Mgmt | For | For | For | |||
10 | Elect Ellen M. Zane | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
Synopsys, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SNPS | ISIN US8716071076 | 04/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Aart J. de Geus | Mgmt | For | For | For | |||
2 | Elect Luis A Borgen | Mgmt | For | For | For | |||
3 | Elect Marc N. Casper | Mgmt | For | For | For | |||
4 | Elect Janice D. Chaffin | Mgmt | For | For | For | |||
5 | Elect Bruce R. Chizen | Mgmt | For | For | For | |||
6 | Elect Mercedes Johnson | Mgmt | For | For | For | |||
7 | Elect Jeannine P. Sargent | Mgmt | For | For | For | |||
8 | Elect John G. Schwarz | Mgmt | For | For | For | |||
9 | Elect Roy A. Vallee | Mgmt | For | For | For | |||
10 | Amendment to the 2006 Employee Equity Incentive Plan | Mgmt | For | Against | Against | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||
Sysco Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SYY | CINS 871829107 | 11/18/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | |||
2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
3 | Report on Third-Party Civil Rights Audit | ShrHoldr | Against | For | Against | |||
4 | Commission Third Party Report Assessing Company's Supply Chain Risks | ShrHoldr | Against | Against | For | |||
5 | Report on Efforts to Reduce Plastic Use | ShrHoldr | None | For | N/A | |||
6 | Elect Director Daniel J. Brutto | Mgmt | For | For | For | |||
7 | Elect Director Ali Dibadj | Mgmt | For | For | For | |||
8 | Elect Director Larry C. Glasscock | Mgmt | For | For | For | |||
9 | Elect Director Jill M. Golder | Mgmt | For | For | For | |||
10 | Elect Director Bradley M. Halverson | Mgmt | For | For | For | |||
11 | Elect Director John M. Hinshaw | Mgmt | For | For | For | |||
12 | Elect Director Kevin P. Hourican | Mgmt | For | For | For | |||
13 | Elect Director Hans-Joachim Koerber | Mgmt | For | For | For | |||
14 | Elect Director Alison Kenney Paul | Mgmt | For | For | For | |||
15 | Elect Director Edward D. Shirley | Mgmt | For | For | For | |||
16 | Elect Director Sheila G. Talton | Mgmt | For | For | For | |||
Taiwan Semiconductor Manufacturing Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2330 | CINS Y84629107 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Taiwan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | 2022 Business Report and Financial Statements | Mgmt | For | For | For | |||
2 | Issuance of Employee Restricted Stock Awards for Year 2023 | Mgmt | For | For | For | |||
3 | Revise the Procedures for Endorsement and Guarantee. | Mgmt | For | For | For | |||
4 | In Order to Reflect the Audit Committee Name Change to the Audit and Risk Committee, To Revise the Name of Audit Committee in four TSMC Policies | Mgmt | For | For | For | |||
Tapestry, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TPR | CINS 876030107 | 11/15/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Elect Director John P. Bilbrey | Mgmt | For | For | For | |||
4 | Elect Director Darrell Cavens | Mgmt | For | For | For | |||
5 | Elect Director Joanne Crevoiserat | Mgmt | For | For | For | |||
6 | Elect Director David Denton | Mgmt | For | For | For | |||
7 | Elect Director Johanna (Hanneke) Faber | Mgmt | For | For | For | |||
8 | Elect Director Anne Gates | Mgmt | For | For | For | |||
9 | Elect Director Thomas Greco | Mgmt | For | For | For | |||
10 | Elect Director Pamela Lifford | Mgmt | For | For | For | |||
11 | Elect Director Annabelle Yu Long | Mgmt | For | For | For | |||
12 | Elect Director Ivan Menezes | Mgmt | For | For | For | |||
Targa Resources Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TRGP | CUSIP 87612G101 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Paul W. Chung | Mgmt | For | For | For | |||
2 | Elect Charles R. Crisp | Mgmt | For | For | For | |||
3 | Elect Laura C. Fulton | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Shareholder Proposal Regarding Report on Reducing Venting and Flaring | ShrHoldr | Against | For | Against | |||
Target Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TGT | CUSIP 87612E106 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David P. Abney | Mgmt | For | For | For | |||
2 | Elect Douglas M. Baker, Jr. | Mgmt | For | For | For | |||
3 | Elect George S. Barrett | Mgmt | For | For | For | |||
4 | Elect Gail K. Boudreaux | Mgmt | For | For | For | |||
5 | Elect Brian C. Cornell | Mgmt | For | For | For | |||
6 | Elect Robert L. Edwards | Mgmt | For | For | For | |||
7 | Elect Donald R. Knauss | Mgmt | For | For | For | |||
8 | Elect Christine A. Leahy | Mgmt | For | For | For | |||
9 | Elect Monica C. Lozano | Mgmt | For | For | For | |||
10 | Elect Grace Puma | Mgmt | For | For | For | |||
11 | Elect Derica W. Rice | Mgmt | For | For | For | |||
12 | Elect Dmitri L. Stockton | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Tata Consultancy Services Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
532540 | CINS Y85279100 | 02/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Reelect Pradeep Kumar Khosla as Director | Mgmt | For | Against | Against | |||
Tata Consultancy Services Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TCS | CINS Y85279100 | 06/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Aarthi Subramanian | Mgmt | For | For | For | |||
4 | Elect K. Krithivasan | Mgmt | For | For | For | |||
5 | Appointment of K. Krithivasan (CEO and Managing Director); Approval of Remuneration | Mgmt | For | For | For | |||
6 | Related Party Transactions | Mgmt | For | For | For | |||
TDK Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
6762 | CINS J82141136 | 06/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Noboru Saito | Mgmt | For | For | For | |||
4 | Elect Tetsuji Yamanishi | Mgmt | For | For | For | |||
5 | Elect Shigenao Ishiguro | Mgmt | For | For | For | |||
6 | Elect Shigeki Sato | Mgmt | For | For | For | |||
7 | Elect Kozue Nakayama | Mgmt | For | For | For | |||
8 | Elect Mutsuo Iwai | Mgmt | For | For | For | |||
9 | Elect Shoei Yamana | Mgmt | For | For | For | |||
10 | Elect Takakazu Momozuka | Mgmt | For | For | For | |||
11 | Elect Masato Ishikawa | Mgmt | For | For | For | |||
12 | Elect Douglas K. Freeman | Mgmt | For | For | For | |||
13 | Elect Chizuko Yamamoto | Mgmt | For | For | For | |||
14 | Elect Takashi Fujino | Mgmt | For | For | For | |||
Teladoc Health, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TDOC | CUSIP 87918A105 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Karen L. Daniel | Mgmt | For | For | For | |||
2 | Elect Sandra Fenwick | Mgmt | For | For | For | |||
3 | Elect Jason Gorevic | Mgmt | For | For | For | |||
4 | Elect Catherine A. Jacobson | Mgmt | For | For | For | |||
5 | Elect Thomas G. McKinley | Mgmt | For | For | For | |||
6 | Elect Kenneth H. Paulus | Mgmt | For | For | For | |||
7 | Elect David L. Shedlarz | Mgmt | For | For | For | |||
8 | Elect Mark Douglas Smith | Mgmt | For | For | For | |||
9 | Elect David B. Snow, Jr. | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Approval of the 2023 Incentive Award Plan | Mgmt | For | Against | Against | |||
12 | Amendment to the 2015 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
Telefonaktiebolaget LM Ericsson | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ERICB | CINS W26049119 | 03/29/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Sweden | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
6 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
8 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
9 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
10 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
11 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
12 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
13 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
14 | Remuneration Report | Mgmt | For | TNA | N/A | |||
15 | Ratification of Ronnie Leten | Mgmt | For | TNA | N/A | |||
16 | Ratification of Helena Stjernholm | Mgmt | For | TNA | N/A | |||
17 | Ratification of Jacob Wallenberg | Mgmt | For | TNA | N/A | |||
18 | Ratification of on Fredrik Baksaas | Mgmt | For | TNA | N/A | |||
19 | Ratification of Jan Carlson | Mgmt | For | TNA | N/A | |||
20 | Ratification of Nora Denzel | Mgmt | For | TNA | N/A | |||
21 | Ratification of Carolina Dybeck Happe | Mgmt | For | TNA | N/A | |||
22 | Ratification of Borje Ekholm | Mgmt | For | TNA | N/A | |||
23 | Ratification of Eric A. Elzvik | Mgmt | For | TNA | N/A | |||
24 | Ratification of Kurt Jofs | Mgmt | For | TNA | N/A | |||
25 | Ratification of Kristin S. Rinne | Mgmt | For | TNA | N/A | |||
26 | Ratification of Torbjorn Nyman | Mgmt | For | TNA | N/A | |||
27 | Ratification of Anders Ripa | Mgmt | For | TNA | N/A | |||
28 | Ratification of Kjell-Ake Soting | Mgmt | For | TNA | N/A | |||
29 | Ratification of Ulf Rosberg | Mgmt | For | TNA | N/A | |||
30 | Ratification of Loredana Roslund | Mgmt | For | TNA | N/A | |||
31 | Ratification of Annika Salomonsson | Mgmt | For | TNA | N/A | |||
32 | Ratification of Borje Ekholm (CEO) | Mgmt | For | TNA | N/A | |||
33 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||
34 | Board Size | Mgmt | For | TNA | N/A | |||
35 | Directors' Fees | Mgmt | For | TNA | N/A | |||
36 | Elect Jon Fredrik Baksaas | Mgmt | For | TNA | N/A | |||
37 | Elect Jan Carlson | Mgmt | For | TNA | N/A | |||
38 | Elect Carolina Dybeck Happe | Mgmt | For | TNA | N/A | |||
39 | Elect Borje Ekholm | Mgmt | For | TNA | N/A | |||
40 | Elect Eric A. Elzvik | Mgmt | For | TNA | N/A | |||
41 | Elect Kristin S. Rinne | Mgmt | For | TNA | N/A | |||
42 | Elect Helena Stjernholm | Mgmt | For | TNA | N/A | |||
43 | Elect Jacob Wallenberg | Mgmt | For | TNA | N/A | |||
44 | Elect Jonas Synnergren | Mgmt | For | TNA | N/A | |||
45 | Elect Christy Wyatt | Mgmt | For | TNA | N/A | |||
46 | Elect Jan Carlson as Chair | Mgmt | For | TNA | N/A | |||
47 | Number of Auditors | Mgmt | For | TNA | N/A | |||
48 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | |||
49 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
50 | Adoption of Share-Based Incentives (LTV I 2023) | Mgmt | For | TNA | N/A | |||
51 | Capital authorities to implement LTV I 2023 | Mgmt | For | TNA | N/A | |||
52 | Approve Equity Swap Agreement (LTV I 2023) | Mgmt | For | TNA | N/A | |||
53 | Adoption of Share-Based Incentives (LTV II 2023) | Mgmt | For | TNA | N/A | |||
54 | Capital authorities to implement LTV II 2023 | Mgmt | For | TNA | N/A | |||
55 | Approve Equity Swap Agreement (LTV II 2023) | Mgmt | For | TNA | N/A | |||
56 | Transfer of treasury shares (LTV 2022) | Mgmt | For | TNA | N/A | |||
57 | Transfer of treasury shares (LTV 2021) | Mgmt | For | TNA | N/A | |||
58 | Transfer of treasury shares to Cover Expenses (LTV 2019 & 2020) | Mgmt | For | TNA | N/A | |||
59 | Transfer of Treasury Shares to Cover Costs for Tax and Social Security Liabilities (LTV 2019 & 2020) | Mgmt | For | TNA | N/A | |||
60 | Remuneration Policy | Mgmt | For | TNA | N/A | |||
61 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
62 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
63 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
Telstra Corporation Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TLS | CINS Q8975N105 | 10/11/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Elect Eelco Blok as Director | Mgmt | For | For | For | |||
3 | Elect Craig Dunn as Director | Mgmt | For | For | For | |||
4 | Approve Grant of Restricted Shares to Vicki Brady | Mgmt | For | For | For | |||
5 | Approve Grant of Performance Rights to Vicki Brady | Mgmt | For | For | For | |||
Telstra Corporation Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TLS | CINS Q8975N105 | 10/11/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Court | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Scheme of Arrangement in Relation to the Proposed Restructure of the Telstra Group | Mgmt | For | For | For | |||
Tencent Holdings Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
700 | CINS G87572163 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect Jacobus Petrus (Koos) Bekker | Mgmt | For | Against | Against | |||
6 | Elect ZHANG Xiulan | Mgmt | For | Against | Against | |||
7 | Directors' Fees | Mgmt | For | For | For | |||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | |||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
Tencent Holdings Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
700 | CINS G87572163 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Adoption of 2023 Share Option Scheme | Mgmt | For | Against | Against | |||
4 | Transfer of Share Options | Mgmt | For | Against | Against | |||
5 | Termination of 2017 Share Option Scheme | Mgmt | For | For | For | |||
6 | Scheme Mandate Limit (2023 Share Option Scheme) | Mgmt | For | Against | Against | |||
7 | Service Provider Sub-limit (2023 Share Option Scheme) | Mgmt | For | Against | Against | |||
8 | Adoption of 2023 Share Award Scheme | Mgmt | For | Against | Against | |||
9 | Transfer of Share Awards | Mgmt | For | Against | Against | |||
10 | Termination of Share Award Schemes | Mgmt | For | For | For | |||
11 | Scheme Mandate Limit (2023 Share Award Scheme - Share Award) | Mgmt | For | Against | Against | |||
12 | Scheme Mandate Limit (2023 Share Award Scheme - New Shares Share Award) | Mgmt | For | Against | Against | |||
13 | Service Provider Sub-limit (2023 Share Award Scheme) | Mgmt | For | Against | Against | |||
Terminix Global Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TMX | CINS 88087E100 | 10/06/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Merger Agreement | Mgmt | For | For | For | |||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | |||
Tesla, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TSLA | CUSIP 88160R101 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Elon Musk | Mgmt | For | For | For | |||
2 | Elect Robyn M. Denholm | Mgmt | For | For | For | |||
3 | Elect J.B. Straubel | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
7 | Shareholder Proposal Regarding Key Person Risk Report | ShrHoldr | Against | Against | For | |||
Tesla, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TSLA | CINS 88160R101 | 08/04/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Ira Ehrenpreis | Mgmt | For | Against | Against | |||
2 | Elect Director Kathleen Wilson-Thompson | Mgmt | For | Against | Against | |||
3 | Reduce Director Terms from Three to Two Years | Mgmt | For | For | For | |||
4 | Eliminate Supermajority Voting Provisions | Mgmt | For | For | For | |||
5 | Increase Authorized Common Stock | Mgmt | For | For | For | |||
6 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
7 | Adopt Proxy Access Right | ShrHoldr | Against | For | Against | |||
8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | ShrHoldr | Against | For | Against | |||
9 | Report on Racial and Gender Board Diversity | ShrHoldr | Against | Against | For | |||
10 | Report on the Impacts of Using Mandatory Arbitration | ShrHoldr | Against | For | Against | |||
11 | Report on Corporate Climate Lobbying in line with Paris Agreement | ShrHoldr | Against | For | Against | |||
12 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | ShrHoldr | Against | For | Against | |||
13 | Report on Eradicating Child Labor in Battery Supply Chain | ShrHoldr | Against | Against | For | |||
14 | Report on Water Risk Exposure | ShrHoldr | Against | For | Against | |||
Tetra Tech, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TTEK | CUSIP 88162G103 | 02/28/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Dan L. Batrack | Mgmt | For | For | For | |||
2 | Elect Director Gary R. Birkenbeuel | Mgmt | For | For | For | |||
3 | Elect Director Prashant Gandhi | Mgmt | For | For | For | |||
4 | Elect Director Joanne M. Maguire | Mgmt | For | For | For | |||
5 | Elect Director Christiana Obiaya | Mgmt | For | For | For | |||
6 | Elect Director Kimberly E. Ritrievi | Mgmt | For | For | For | |||
7 | Elect Director J. Kenneth Thompson | Mgmt | For | For | For | |||
8 | Elect Director Kirsten M. Volpi | Mgmt | For | For | For | |||
9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
10 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
11 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
Textron Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TXT | ISIN US8832033091 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Richard F. Ambrose | Mgmt | For | For | For | |||
2 | Elect Kathleen M. Bader | Mgmt | For | For | For | |||
3 | Elect R. Kerry Clark | Mgmt | For | For | For | |||
4 | Elect Scott C. Donnelly | Mgmt | For | For | For | |||
5 | Elect Deborah Lee James | Mgmt | For | For | For | |||
6 | Elect Thomas A. Kennedy | Mgmt | For | For | For | |||
7 | Elect Lionel L. Nowell, III | Mgmt | For | For | For | |||
8 | Elect James L. Ziemer | Mgmt | For | For | For | |||
9 | Elect Maria T. Zuber | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
Thales S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HO | CINS F9156M108 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
9 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
10 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | |||
11 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
12 | 2022 Remuneration of Patrice Caine, Chair and CEO | Mgmt | For | For | For | |||
13 | 2022 Remuneration Report | Mgmt | For | For | For | |||
14 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | |||
15 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
16 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
17 | Authority to Issue Restricted Shares (Employees) | Mgmt | For | For | For | |||
18 | Authority to Issue Performance Shares (Chair and CEO) | Mgmt | For | For | For | |||
19 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
20 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
21 | Elect Marianna Nitsch | Mgmt | For | Against | Against | |||
The AES Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AES | CUSIP 00130H105 | 04/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Janet G. Davidson | Mgmt | For | For | For | |||
2 | Elect Andres R. Gluski | Mgmt | For | For | For | |||
3 | Elect Tarun Khanna | Mgmt | For | For | For | |||
4 | Elect Holly K. Koeppel | Mgmt | For | For | For | |||
5 | Elect Julia M. Laulis | Mgmt | For | For | For | |||
6 | Elect Alain Monie | Mgmt | For | For | For | |||
7 | Elect John B. Morse, Jr. | Mgmt | For | For | For | |||
8 | Elect Moises Naim | Mgmt | For | For | For | |||
9 | Elect Teresa M. Sebastian | Mgmt | For | For | For | |||
10 | Elect Maura Shaughnessy | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
The Bank of New York Mellon Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BK | CUSIP 064058100 | 04/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Linda Z. Cook | Mgmt | For | For | For | |||
2 | Elect Joseph J. Echevarria | Mgmt | For | For | For | |||
3 | Elect M. Amy Gilliland | Mgmt | For | For | For | |||
4 | Elect Jeffrey A. Goldstein | Mgmt | For | For | For | |||
5 | Elect K. Guru Gowrappan | Mgmt | For | For | For | |||
6 | Elect Ralph Izzo | Mgmt | For | For | For | |||
7 | Elect Sandie O'Connor | Mgmt | For | For | For | |||
8 | Elect Elizabeth E. Robinson | Mgmt | For | For | For | |||
9 | Elect Frederick O. Terrell | Mgmt | For | For | For | |||
10 | Elect Robin A. Vince | Mgmt | For | For | For | |||
11 | Elect Alfred W. Zollar | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Approval of the 2023 Long-Term Incentive Plan | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
The Carlyle Group Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CG | CUSIP 14309L102 | 05/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect William E. Conway, Jr. | Mgmt | For | For | For | |||
1.2 | Elect Lawton W. Fitt | Mgmt | For | For | For | |||
1.3 | Elect Mark S. Ordan | Mgmt | For | For | For | |||
1.4 | Elect Anthony Welters | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Repeal of Classified Board | Mgmt | For | For | For | |||
4 | Amendment to the 2012 Equity Incentive Plan | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | For | For | For | |||
The Charles Schwab Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SCHW | CUSIP 808513105 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Marianne C. Brown | Mgmt | For | Against | Against | |||
2 | Elect Frank C. Herringer | Mgmt | For | Against | Against | |||
3 | Elect Gerri Martin-Flickinger | Mgmt | For | Against | Against | |||
4 | Elect Todd M. Ricketts | Mgmt | For | Against | Against | |||
5 | Elect Carolyn Schwab-Pomerantz | Mgmt | For | Against | Against | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
9 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | |||
10 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | |||
The Cigna Group | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CI | CUSIP 125523100 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David M. Cordani | Mgmt | For | For | For | |||
2 | Elect William J. DeLaney | Mgmt | For | For | For | |||
3 | Elect Eric J. Foss | Mgmt | For | For | For | |||
4 | Elect Elder Granger | Mgmt | For | For | For | |||
5 | Elect Neesha Hathi | Mgmt | For | For | For | |||
6 | Elect George Kurian | Mgmt | For | For | For | |||
7 | Elect Kathleen M. Mazzarella | Mgmt | For | For | For | |||
8 | Elect Mark B. McClellan | Mgmt | For | For | For | |||
9 | Elect Kimberly A. Ross | Mgmt | For | For | For | |||
10 | Elect Eric C. Wiseman | Mgmt | For | For | For | |||
11 | Elect Donna F. Zarcone | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Amendment to Allow Exculpation of Officers | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | For | Against | |||
17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
The Coca-Cola Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KO | ISIN US1912161007 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Herbert A. Allen, III | Mgmt | For | For | For | |||
2 | Elect Marc Bolland | Mgmt | For | For | For | |||
3 | Elect Ana Patricia Botin-Sanz de Sautuola y O'Shea | Mgmt | For | For | For | |||
4 | Elect Christopher C. Davis | Mgmt | For | For | For | |||
5 | Elect Barry Diller | Mgmt | For | Against | Against | |||
6 | Elect Carolyn N. Everson | Mgmt | For | For | For | |||
7 | Elect Helene D. Gayle | Mgmt | For | For | For | |||
8 | Elect Alexis M. Herman | Mgmt | For | For | For | |||
9 | Elect Maria Elena Lagomasino | Mgmt | For | For | For | |||
10 | Elect Amity Millhiser | Mgmt | For | For | For | |||
11 | Elect James Quincey | Mgmt | For | For | For | |||
12 | Elect Caroline J. Tsay | Mgmt | For | For | For | |||
13 | Elect David B. Weinberg | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | ShrHoldr | Against | Against | For | |||
The Estee Lauder Companies Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EL | CINS 518439104 | 11/18/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Elect Director Ronald S. Lauder | Mgmt | For | Withhold | Against | |||
4 | Elect Director William P. Lauder | Mgmt | For | Withhold | Against | |||
5 | Elect Director Richard D. Parsons | Mgmt | For | Withhold | Against | |||
6 | Elect Director Lynn Forester de Rothschild | Mgmt | For | Withhold | Against | |||
7 | Elect Director Jennifer Tejada | Mgmt | For | Withhold | Against | |||
8 | Elect Director Richard F. Zannino | Mgmt | For | Withhold | Against | |||
The Goldman Sachs Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GS | CUSIP 38141G104 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect M. Michele Burns | Mgmt | For | For | For | |||
2 | Elect Mark Flaherty | Mgmt | For | For | For | |||
3 | Elect Kimberley Harris | Mgmt | For | For | For | |||
4 | Elect Kevin R. Johnson | Mgmt | For | For | For | |||
5 | Elect Ellen J. Kullman | Mgmt | For | For | For | |||
6 | Elect Lakshmi N. Mittal | Mgmt | For | Against | Against | |||
7 | Elect Adebayo O. Ogunlesi | Mgmt | For | For | For | |||
8 | Elect Peter Oppenheimer | Mgmt | For | For | For | |||
9 | Elect David M. Solomon | Mgmt | For | For | For | |||
10 | Elect Jan E. Tighe | Mgmt | For | For | For | |||
11 | Elect Jessica Uhl | Mgmt | For | For | For | |||
12 | Elect David A. Viniar | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Third-Party Review for Congruency of China-focused ETFs | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding a Racial Equity Audit | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | |||
The Hershey Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HSY | CUSIP 427866108 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Pamela M. Arway | Mgmt | For | For | For | |||
1.2 | Elect Michele G. Buck | Mgmt | For | For | For | |||
1.3 | Elect Victor L. Crawford | Mgmt | For | For | For | |||
1.4 | Elect Robert M. Dutkowsky | Mgmt | For | For | For | |||
1.5 | Elect Mary Kay Haben | Mgmt | For | For | For | |||
1.6 | Elect James C. Katzman | Mgmt | For | For | For | |||
1.7 | Elect M. Diane Koken | Mgmt | For | For | For | |||
1.8 | Elect Huong Maria T. Kraus | Mgmt | For | For | For | |||
1.9 | Elect Robert M. Malcolm | Mgmt | For | For | For | |||
1.10 | Elect Anthony J. Palmer | Mgmt | For | For | For | |||
1.11 | Elect Juan R. Perez | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
5 | Shareholder Proposal Regarding Report on Ending Child Labor | ShrHoldr | Against | Against | For | |||
The Home Depot, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HD | CUSIP 437076102 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Gerard J. Arpey | Mgmt | For | For | For | |||
2 | Elect Ari Bousbib | Mgmt | For | For | For | |||
3 | Elect Jeffery H. Boyd | Mgmt | For | For | For | |||
4 | Elect Gregory D. Brenneman | Mgmt | For | For | For | |||
5 | Elect J. Frank Brown | Mgmt | For | For | For | |||
6 | Elect Albert P. Carey | Mgmt | For | For | For | |||
7 | Elect Edward P. Decker | Mgmt | For | For | For | |||
8 | Elect Linda R. Gooden | Mgmt | For | For | For | |||
9 | Elect Wayne M. Hewett | Mgmt | For | For | For | |||
10 | Elect Manuel Kadre | Mgmt | For | For | For | |||
11 | Elect Stephanie C. Linnartz | Mgmt | For | For | For | |||
12 | Elect Paula Santilli | Mgmt | For | For | For | |||
13 | Elect Caryn Seidman-Becker | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | ShrHoldr | Against | For | Against | |||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Public Positions on Political Speech | ShrHoldr | Against | Against | For | |||
The Indian Hotels Company Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INDHOTEL | CINS Y3925F147 | 06/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports (Standalone) | Mgmt | For | For | For | |||
2 | Accounts and Reports (Consolidated) | Mgmt | For | For | For | |||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
4 | Elect Natarajan Chandrasekaran | Mgmt | For | For | For | |||
5 | Change in Location of Registers and Records | Mgmt | For | For | For | |||
The Kraft Heinz Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KHC | CUSIP 500754106 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Gregory E. Abel | Mgmt | For | For | For | |||
2 | Elect Humberto P. Alfonso | Mgmt | For | For | For | |||
3 | Elect John T. Cahill | Mgmt | For | For | For | |||
4 | Elect Lori Dickerson Fouche | Mgmt | For | For | For | |||
5 | Elect Diane Gherson | Mgmt | For | For | For | |||
6 | Elect Timothy Kenesey | Mgmt | For | For | For | |||
7 | Elect Alicia Knapp | Mgmt | For | For | For | |||
8 | Elect Elio Leoni Sceti | Mgmt | For | For | For | |||
9 | Elect Susan R. Mulder | Mgmt | For | For | For | |||
10 | Elect James Park | Mgmt | For | For | For | |||
11 | Elect Miguel Patricio | Mgmt | For | For | For | |||
12 | Elect John C. Pope | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
16 | Shareholder Proposal Regarding Water Risk Exposure | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | |||
The New York Times Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NYT | CUSIP 650111107 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Beth A. Brooke | Mgmt | For | For | For | |||
1.2 | Elect Rachel C. Glaser | Mgmt | For | For | For | |||
1.3 | Elect Brian P. McAndrews | Mgmt | For | For | For | |||
1.4 | Elect John W. Rogers, Jr. | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
The Phoenix Mills Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
503100 | CINS Y6973B132 | 09/20/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Standalone Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Accept Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
3 | Approve Dividend | Mgmt | For | For | For | |||
4 | Reelect Shishir Shrivastava as Director | Mgmt | For | Against | Against | |||
5 | Approve DTS & Associates LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
6 | Amend Object Clause of the Memorandum of Association | Mgmt | For | For | For | |||
7 | Approve Payment of Remuneration to Atul Ruia as Non-Executive Chairman | Mgmt | For | Against | Against | |||
8 | Approve Material Related Party Transactions between and/or amongst The Phoenix Mills Limited, its Certain Identified Subsidiaries and Thoth Mall and Commercial Real Estate Private Limited | Mgmt | For | For | For | |||
9 | Approve Material Related Party Transactions between and/or amongst Island Star Mall Developers Private Limited and Alyssum Developers Private Limited, Sparkle One Mall Developers Private Limited | Mgmt | For | Against | Against | |||
10 | Approve Material Related Party Transactions between Offbeat Developers Private Limited, Vamona Developers Private Limited, Graceworks Realty & Leisure Private Limited and Reco Zinnia Private Limited | Mgmt | For | For | For | |||
11 | Approve Material Related Party Transactions between Island Star Mall Developers Pvt Ltd, Mindstone Mall Developers Pvt Ltd, Plutocrat Commercial Real Estate Pvt Ltd and Canada Pension Plan Investment Board and/or CPP Investment Board Pvt Holdings (4) Inc. | Mgmt | For | For | For | |||
12 | Approve Material Related Party Transactions between the Company and Island Star Mall Developers Private Limited and/or Starboard Hotels Private Limited | Mgmt | For | Against | Against | |||
13 | Approve Financial Support Transactions Amongst Subsidiaries/ Associates of the Company | Mgmt | For | Against | Against | |||
The PNC Financial Services Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PNC | CUSIP 693475105 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Joseph Alvarado | Mgmt | For | For | For | |||
2 | Elect Debra A. Cafaro | Mgmt | For | For | For | |||
3 | Elect Marjorie Rodgers Cheshire | Mgmt | For | For | For | |||
4 | Elect William S. Demchak | Mgmt | For | For | For | |||
5 | Elect Andrew T. Feldstein | Mgmt | For | For | For | |||
6 | Elect Richard J. Harshman | Mgmt | For | For | For | |||
7 | Elect Daniel R. Hesse | Mgmt | For | Against | Against | |||
8 | Elect Renu Khator | Mgmt | For | For | For | |||
9 | Elect Linda R. Medler | Mgmt | For | For | For | |||
10 | Elect Robert A. Niblock | Mgmt | For | For | For | |||
11 | Elect Martin Pfinsgraff | Mgmt | For | For | For | |||
12 | Elect Bryan S. Salesky | Mgmt | For | For | For | |||
13 | Elect Toni Townes-Whitley | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
The Procter & Gamble Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PG | CINS 742718109 | 10/11/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Elect Director B. Marc Allen | Mgmt | For | For | For | |||
4 | Elect Director Angela F. Braly | Mgmt | For | For | For | |||
5 | Elect Director Amy L. Chang | Mgmt | For | For | For | |||
6 | Elect Director Joseph Jimenez | Mgmt | For | For | For | |||
7 | Elect Director Christopher Kempczinski | Mgmt | For | For | For | |||
8 | Elect Director Debra L. Lee | Mgmt | For | For | For | |||
9 | Elect Director Terry J. Lundgren | Mgmt | For | For | For | |||
10 | Elect Director Christine M. McCarthy | Mgmt | For | For | For | |||
11 | Elect Director Jon R. Moeller | Mgmt | For | For | For | |||
12 | Elect Director Rajesh Subramaniam | Mgmt | For | For | For | |||
13 | Elect Director Patricia A. Woertz | Mgmt | For | For | For | |||
The Sherwin-Williams Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SHW | ISIN US8243481061 | 04/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Kerrii B. Anderson | Mgmt | For | For | For | |||
2 | Elect Arthur F. Anton | Mgmt | For | For | For | |||
3 | Elect Jeff M. Fettig | Mgmt | For | For | For | |||
4 | Elect John G. Morikis | Mgmt | For | For | For | |||
5 | Elect Christine A. Poon | Mgmt | For | For | For | |||
6 | Elect Aaron M. Powell | Mgmt | For | For | For | |||
7 | Elect Marta R. Stewart | Mgmt | For | For | For | |||
8 | Elect Michael H. Thaman | Mgmt | For | For | For | |||
9 | Elect Matthew Thornton III | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
The Southern Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SO | CUSIP 842587107 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Janaki Akella | Mgmt | For | Against | Against | |||
2 | Elect Henry A. Clark III | Mgmt | For | Against | Against | |||
3 | Elect Anthony F. Earley, Jr. | Mgmt | For | Against | Against | |||
4 | Elect Thomas A. Fanning | Mgmt | For | Against | Against | |||
5 | Elect David J. Grain | Mgmt | For | Against | Against | |||
6 | Elect Colette D. Honorable | Mgmt | For | Against | Against | |||
7 | Elect Donald M. James | Mgmt | For | Against | Against | |||
8 | Elect John D. Johns | Mgmt | For | Against | Against | |||
9 | Elect Dale E. Klein | Mgmt | For | Against | Against | |||
10 | Elect David E. Meador | Mgmt | For | Against | Against | |||
11 | Elect Ernest J. Moniz | Mgmt | For | Against | Against | |||
12 | Elect William G. Smith, Jr. | Mgmt | For | Against | Against | |||
13 | Elect Kristine L. Svinicki | Mgmt | For | Against | Against | |||
14 | Elect Lizanne Thomas | Mgmt | For | Against | Against | |||
15 | Elect Christopher C. Womack | Mgmt | For | Against | Against | |||
16 | Elect E. Jenner Wood III | Mgmt | For | Against | Against | |||
17 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
18 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
19 | Ratification of Auditor | Mgmt | For | For | For | |||
20 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||
21 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
22 | Shareholder Proposal Regarding Scope 3 GHG Emissions Targets | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Report on Net Zero 2050 Goal Progress | ShrHoldr | Against | Against | For | |||
The TJX Companies, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TJX | CUSIP 872540109 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jose B. Alvarez | Mgmt | For | For | For | |||
2 | Elect Alan M. Bennett | Mgmt | For | For | For | |||
3 | Elect Rosemary T. Berkery | Mgmt | For | For | For | |||
4 | Elect David T. Ching | Mgmt | For | For | For | |||
5 | Elect C. Kim Goodwin | Mgmt | For | For | For | |||
6 | Elect Ernie Herrman | Mgmt | For | For | For | |||
7 | Elect Amy B. Lane | Mgmt | For | For | For | |||
8 | Elect Carol Meyrowitz | Mgmt | For | For | For | |||
9 | Elect Jackwyn L. Nemerov | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Shareholder Proposal Regarding Report on Supply Chain Due Diligence | ShrHoldr | Against | Against | For | |||
14 | Shareholder Proposal Regarding Report on Human Rights Risks from Supply Chain Employee Misclassification | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Paid Sick Leave | ShrHoldr | Against | Against | For | |||
The Trade Desk, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TTD | CUSIP 88339J105 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Jeff T. Green | Mgmt | For | For | For | |||
1.2 | Elect Andrea Cunningham | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
The Walt Disney Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DIS | ISIN US2546871060 | 04/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Mary T. Barra | Mgmt | For | For | For | |||
2 | Elect Safra A. Catz | Mgmt | For | For | For | |||
3 | Elect Amy L. Chang | Mgmt | For | For | For | |||
4 | Elect Francis A. deSouza | Mgmt | For | For | For | |||
5 | Elect Carolyn N. Everson | Mgmt | For | For | For | |||
6 | Elect Michael B.G. Froman | Mgmt | For | For | For | |||
7 | Elect Robert A. Iger | Mgmt | For | For | For | |||
8 | Elect Maria Elena Lagomasino | Mgmt | For | For | For | |||
9 | Elect Calvin R. McDonald | Mgmt | For | For | For | |||
10 | Elect Mark G. Parker | Mgmt | For | For | For | |||
11 | Elect Derica W. Rice | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
The Wendy's Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WEN | CUSIP 95058W100 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Nelson Peltz | Mgmt | For | For | For | |||
2 | Elect Peter W. May | Mgmt | For | For | For | |||
3 | Elect Matthew H. Peltz | Mgmt | For | For | For | |||
4 | Elect Michelle Caruso-Cabrera | Mgmt | For | For | For | |||
5 | Elect Kristin A. Dolan | Mgmt | For | Against | Against | |||
6 | Elect Kenneth W. Gilbert | Mgmt | For | For | For | |||
7 | Elect Richard H. Gomez | Mgmt | For | For | For | |||
8 | Elect Joseph A. Levato | Mgmt | For | For | For | |||
9 | Elect Michelle J. Mathews-Spradlin | Mgmt | For | For | For | |||
10 | Elect Todd A. Penegor | Mgmt | For | For | For | |||
11 | Elect Peter H. Rothschild | Mgmt | For | For | For | |||
12 | Elect Arthur B. Winkleblack | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
18 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
Thermo Fisher Scientific Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TMO | CUSIP 883556102 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Marc N. Casper | Mgmt | For | For | For | |||
2 | Elect Nelson J. Chai | Mgmt | For | For | For | |||
3 | Elect Ruby R. Chandy | Mgmt | For | For | For | |||
4 | Elect C. Martin Harris | Mgmt | For | For | For | |||
5 | Elect Tyler Jacks | Mgmt | For | For | For | |||
6 | Elect R. Alexandra Keith | Mgmt | For | For | For | |||
7 | Elect James C. Mullen | Mgmt | For | For | For | |||
8 | Elect Lars R. Sorensen | Mgmt | For | For | For | |||
9 | Elect Debora L. Spar | Mgmt | For | For | For | |||
10 | Elect Scott M. Sperling | Mgmt | For | For | For | |||
11 | Elect Dion J. Weisler | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Amendment to the 2013 Stock Incentive Plan | Mgmt | For | For | For | |||
16 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
TIS Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
3626 | CINS J8T622102 | 06/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Toru Kuwano | Mgmt | For | For | For | |||
4 | Elect Yasushi Okamoto | Mgmt | For | For | For | |||
5 | Elect Josaku Yanai | Mgmt | For | For | For | |||
6 | Elect Shinichi Horiguchi | Mgmt | For | For | For | |||
7 | Elect Takayuki Kitaoka | Mgmt | For | For | For | |||
8 | Elect Shuzo Hikida | Mgmt | For | For | For | |||
9 | Elect Koichi Sano | Mgmt | For | For | For | |||
10 | Elect Fumio Tsuchiya | Mgmt | For | For | For | |||
11 | Elect Naoko Mizukoshi Naoko Suzuki | Mgmt | For | For | For | |||
12 | Elect Makoto Tsujimoto as Statutory Auditor | Mgmt | For | For | For | |||
T-Mobile US, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TMUS | CUSIP 872590104 | 06/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Andre Almeida | Mgmt | For | Withhold | Against | |||
1.2 | Elect Marcelo Claure | Mgmt | For | Withhold | Against | |||
1.3 | Elect Srikant M. Datar | Mgmt | For | Withhold | Against | |||
1.4 | Elect Srinivasan Gopalan | Mgmt | For | Withhold | Against | |||
1.5 | Elect Timotheus Hottges | Mgmt | For | Withhold | Against | |||
1.6 | Elect Christian P. Illek | Mgmt | For | Withhold | Against | |||
1.7 | Elect Raphael Kubler | Mgmt | For | Withhold | Against | |||
1.8 | Elect Thorsten Langheim | Mgmt | For | Withhold | Against | |||
1.9 | Elect Dominique Leroy | Mgmt | For | Withhold | Against | |||
1.10 | Elect Letitia A. Long | Mgmt | For | Withhold | Against | |||
1.11 | Elect G. Michael Sievert | Mgmt | For | Withhold | Against | |||
1.12 | Elect Teresa A. Taylor | Mgmt | For | Withhold | Against | |||
1.13 | Elect Kelvin R. Westbrook | Mgmt | For | Withhold | Against | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
5 | Approval of the 2023 Incentive Award Plan | Mgmt | For | For | For | |||
6 | Amendment to the 2014 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
Toast, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TOST | CUSIP 888787108 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Kent Bennett | Mgmt | For | For | For | |||
2 | Elect Susan E. Chapman-Hughes | Mgmt | For | For | For | |||
3 | Elect Mark J. Hawkins | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
TOKYO GAS CO., LTD. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
9531 | CINS J87000113 | 06/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Takashi Uchida | Mgmt | For | For | For | |||
3 | Elect Shinichi Sasayama | Mgmt | For | For | For | |||
4 | Elect Takashi Higo | Mgmt | For | For | For | |||
5 | Elect Kazunori Takami | Mgmt | For | For | For | |||
6 | Elect Junko Edahiro | Mgmt | For | For | For | |||
7 | Elect Mami Indo | Mgmt | For | For | For | |||
8 | Elect Hiromichi Ono | Mgmt | For | For | For | |||
9 | Elect Hiroyuki Sekiguchi | Mgmt | For | For | For | |||
10 | Elect Tsutomu Tannowa | Mgmt | For | For | For | |||
Toll Brothers, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TOL | CUSIP 889478103 | 03/07/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Director Douglas C. Yearley, Jr. | Mgmt | For | For | For | |||
1.2 | Elect Director Stephen F. East | Mgmt | For | For | For | |||
1.3 | Elect Director Christine N. Garvey | Mgmt | For | For | For | |||
1.4 | Elect Director Karen H. Grimes | Mgmt | For | For | For | |||
1.5 | Elect Director Derek T. Kan | Mgmt | For | For | For | |||
1.6 | Elect Director Carl B. Marbach | Mgmt | For | For | For | |||
1.7 | Elect Director John A. McLean | Mgmt | For | For | For | |||
1.8 | Elect Director Wendell E. Pritchett | Mgmt | For | For | For | |||
1.9 | Elect Director Paul E. Shapiro | Mgmt | For | For | For | |||
1.10 | Elect Director Scott D. Stowell | Mgmt | For | For | For | |||
2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
4 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
TopBuild Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BLD | CUSIP 89055F103 | 05/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Alec C. Covington | Mgmt | For | For | For | |||
2 | Elect Ernesto Bautista, III | Mgmt | For | For | For | |||
3 | Elect Robert Buck | Mgmt | For | For | For | |||
4 | Elect Joseph S. Cantie | Mgmt | For | For | For | |||
5 | Elect Tina M. Donikowski | Mgmt | For | For | For | |||
6 | Elect Deirdre C. Drake | Mgmt | For | For | For | |||
7 | Elect Mark A. Petrarca | Mgmt | For | For | For | |||
8 | Elect Nancy M. Taylor | Mgmt | For | Against | Against | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
TOTVS S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TOTS3 | CINS P92184103 | 04/19/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
3 | Capital Expenditure Budget | Mgmt | For | TNA | N/A | |||
4 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||
5 | Remuneration Policy | Mgmt | For | TNA | N/A | |||
6 | Elect Ana Claudia Piedade Silveira dos Reis | Mgmt | For | TNA | N/A | |||
7 | Request Establishment of Supervisory Council | Mgmt | N/A | TNA | N/A | |||
8 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
TOTVS S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TOTS3 | CINS P92184103 | 04/19/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Special | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Amendments to the Long-Term Incentive Plan | Mgmt | For | TNA | N/A | |||
4 | Request Establishment of Supervisory Council | Mgmt | N/A | TNA | N/A | |||
TransDigm Group Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TDG | CUSIP 893641100 | 03/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Director David Barr | Mgmt | For | For | For | |||
1.2 | Elect Director Jane Cronin | Mgmt | For | For | For | |||
1.3 | Elect Director Mervin Dunn | Mgmt | For | For | For | |||
1.4 | Elect Director Michael Graff | Mgmt | For | For | For | |||
1.5 | Elect Director Sean Hennessy | Mgmt | For | For | For | |||
1.6 | Elect Director W. Nicholas Howley | Mgmt | For | For | For | |||
1.7 | Elect Director Gary E. McCullough | Mgmt | For | For | For | |||
1.8 | Elect Director Michele Santana | Mgmt | For | For | For | |||
1.9 | Elect Director Robert Small | Mgmt | For | For | For | |||
1.10 | Elect Director John Staer | Mgmt | For | For | For | |||
1.11 | Elect Director Kevin Stein | Mgmt | For | For | For | |||
2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | |||
4 | Advisory Vote on Say on Pay Frequency | Mgmt | None | 1 Year | N/A | |||
Trimble Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TRMB | CUSIP 896239100 | 06/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect James C. Dalton | Mgmt | For | For | For | |||
1.2 | Elect Borje Ekholm | Mgmt | For | For | For | |||
1.3 | Elect Ann Fandozzi | Mgmt | For | For | For | |||
1.4 | Elect Kaigham Gabriel | Mgmt | For | For | For | |||
1.5 | Elect Meaghan Lloyd | Mgmt | For | For | For | |||
1.6 | Elect Sandra MacQuillan | Mgmt | For | For | For | |||
1.7 | Elect Robert G. Painter | Mgmt | For | For | For | |||
1.8 | Elect Mark S. Peek | Mgmt | For | For | For | |||
1.9 | Elect Thomas W. Sweet | Mgmt | For | For | For | |||
1.10 | Elect Johan Wibergh | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
Tyson Foods, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TSN | CUSIP 902494103 | 02/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director John H. Tyson | Mgmt | For | For | For | |||
2 | Elect Director Les R. Baledge | Mgmt | For | For | For | |||
3 | Elect Director Mike Beebe | Mgmt | For | For | For | |||
4 | Elect Director Maria Claudia Borras | Mgmt | For | For | For | |||
5 | Elect Director David J. Bronczek | Mgmt | For | For | For | |||
6 | Elect Director Mikel A. Durham | Mgmt | For | For | For | |||
7 | Elect Director Donnie King | Mgmt | For | For | For | |||
8 | Elect Director Jonathan D. Mariner | Mgmt | For | For | For | |||
9 | Elect Director Kevin M. McNamara | Mgmt | For | For | For | |||
10 | Elect Director Cheryl S. Miller | Mgmt | For | For | For | |||
11 | Elect Director Jeffrey K. Schomburger | Mgmt | For | For | For | |||
12 | Elect Director Barbara A. Tyson | Mgmt | For | For | For | |||
13 | Elect Director Noel White | Mgmt | For | For | For | |||
14 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
15 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
16 | Advisory Vote on Say on Pay Frequency | Mgmt | 3 Years | 1 Year | Against | |||
17 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||
18 | Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | ShrHoldr | Against | Against | For | |||
Uber Technologies, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
UBER | CUSIP 90353T100 | 05/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ronald D. Sugar | Mgmt | For | Against | Against | |||
2 | Elect Revathi Advaithi | Mgmt | For | For | For | |||
3 | Elect Ursula M. Burns | Mgmt | For | Against | Against | |||
4 | Elect Robert A. Eckert | Mgmt | For | Against | Against | |||
5 | Elect Amanda Ginsberg | Mgmt | For | For | For | |||
6 | Elect Dara Khosrowshahi | Mgmt | For | For | For | |||
7 | Elect Wan Ling Martello | Mgmt | For | For | For | |||
8 | Elect John A. Thain | Mgmt | For | For | For | |||
9 | Elect David Trujillo | Mgmt | For | Against | Against | |||
10 | Elect Alexander R. Wynaendts | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Third-Party Audit on Driver Health and Safety | ShrHoldr | Against | Against | For | |||
UBS Group AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
UBSG | CINS H42097107 | 04/05/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Switzerland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
4 | Compensation Report | Mgmt | For | TNA | N/A | |||
5 | Advisory Vote on Sustainability Report | Mgmt | For | TNA | N/A | |||
6 | Allocation of Profits/ Dividends | Mgmt | For | TNA | N/A | |||
7 | Amendments to Articles (General Meetings) | Mgmt | For | TNA | N/A | |||
8 | Amendments to Articles (Virtual AGM) | Mgmt | For | TNA | N/A | |||
9 | Amendments to Articles (Board of Directors and Group Executive Board) | Mgmt | For | TNA | N/A | |||
10 | Amendments to Articles (Miscellaneous) | Mgmt | For | TNA | N/A | |||
11 | Ratification of Board and Management Acts (Excluding French Cross-Border Matter) | Mgmt | For | TNA | N/A | |||
12 | Elect Thomas Colm Kelleher | Mgmt | For | TNA | N/A | |||
13 | Elect Lukas Gahwiler | Mgmt | For | TNA | N/A | |||
14 | Elect Jeremy Anderson | Mgmt | For | TNA | N/A | |||
15 | Elect Claudia Bockstiegel | Mgmt | For | TNA | N/A | |||
16 | Elect William C. Dudley | Mgmt | For | TNA | N/A | |||
17 | Elect Patrick Firmenich | Mgmt | For | TNA | N/A | |||
18 | Elect Fred Zuliu HU | Mgmt | For | TNA | N/A | |||
19 | Elect Mark Hughes | Mgmt | For | TNA | N/A | |||
20 | Elect Nathalie Rachou | Mgmt | For | TNA | N/A | |||
21 | Elect Julie G. Richardson | Mgmt | For | TNA | N/A | |||
22 | Elect Dieter Wemmer | Mgmt | For | TNA | N/A | |||
23 | Elect Jeanette Wong | Mgmt | For | TNA | N/A | |||
24 | Elect Julie G. Richardson as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
25 | Elect Dieter Wemmer as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
26 | Elect Jeanette Wong as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
27 | Board Compensation | Mgmt | For | TNA | N/A | |||
28 | Executive Compensation (Variable) | Mgmt | For | TNA | N/A | |||
29 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | |||
30 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||
31 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
32 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | |||
33 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | |||
34 | Amendment to Par Value | Mgmt | For | TNA | N/A | |||
35 | Change of Currency of Share Capital | Mgmt | For | TNA | N/A | |||
Ulta Beauty, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ULTA | CUSIP 90384S303 | 06/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michelle L. Collins | Mgmt | For | For | For | |||
2 | Elect Patricia Little | Mgmt | For | For | For | |||
3 | Elect Heidi G. Petz | Mgmt | For | For | For | |||
4 | Elect Michael C. Smith | Mgmt | For | For | For | |||
5 | Repeal of Classified Board | Mgmt | For | For | For | |||
6 | Elimination of Supermajority Requirement to Remove Directors | Mgmt | For | For | For | |||
7 | Elimination of Supermajority Requirements for Amendments to Certificate of Incorporation | Mgmt | For | For | For | |||
8 | Elimination of Supermajority Requirements for Amendments to Bylaws | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Unilever plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ULVR | CINS G92087165 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | Against | Against | |||
3 | Elect Nils Andersen | Mgmt | For | For | For | |||
4 | Elect Judith Hartmann | Mgmt | For | For | For | |||
5 | Elect Adrian Hennah | Mgmt | For | For | For | |||
6 | Elect Alan Jope | Mgmt | For | For | For | |||
7 | Elect Andrea Jung | Mgmt | For | For | For | |||
8 | Elect Susan Kilsby | Mgmt | For | For | For | |||
9 | Elect Ruby Lu | Mgmt | For | For | For | |||
10 | Elect Strive T. Masiyiwa | Mgmt | For | For | For | |||
11 | Elect Youngme E. Moon | Mgmt | For | For | For | |||
12 | Elect Graeme D. Pitkethly | Mgmt | For | For | For | |||
13 | Elect Feike Sijbesma | Mgmt | For | For | For | |||
14 | Elect Nelson Peltz | Mgmt | For | For | For | |||
15 | Elect Hein Schumacher | Mgmt | For | For | For | |||
16 | Appointment of Auditor | Mgmt | For | For | For | |||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
18 | Authorisation of Political Donations | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
Union Pacific Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
UNP | CUSIP 907818108 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect William J. DeLaney | Mgmt | For | For | For | |||
2 | Elect David B. Dillon | Mgmt | For | For | For | |||
3 | Elect Sheri H. Edison | Mgmt | For | For | For | |||
4 | Elect Teresa M. Finley | Mgmt | For | For | For | |||
5 | Elect Lance M. Fritz | Mgmt | For | For | For | |||
6 | Elect Deborah C. Hopkins | Mgmt | For | For | For | |||
7 | Elect Jane H. Lute | Mgmt | For | For | For | |||
8 | Elect Michael R. McCarthy | Mgmt | For | For | For | |||
9 | Elect Jose H. Villarreal | Mgmt | For | For | For | |||
10 | Elect Christopher J. Williams | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Paid Sick Leave | ShrHoldr | Against | Against | For | |||
United Parcel Service, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
UPS | CUSIP 911312106 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Carol B. Tome | Mgmt | For | For | For | |||
2 | Elect Rodney C. Adkins | Mgmt | For | For | For | |||
3 | Elect Eva C. Boratto | Mgmt | For | For | For | |||
4 | Elect Michael J. Burns | Mgmt | For | For | For | |||
5 | Elect Wayne M. Hewett | Mgmt | For | For | For | |||
6 | Elect Angela Hwang | Mgmt | For | For | For | |||
7 | Elect Kate E. Johnson | Mgmt | For | For | For | |||
8 | Elect William R. Johnson | Mgmt | For | For | For | |||
9 | Elect Franck J. Moison | Mgmt | For | For | For | |||
10 | Elect Christiana Smith Shi | Mgmt | For | For | For | |||
11 | Elect Russell Stokes | Mgmt | For | For | For | |||
12 | Elect Kevin M. Warsh | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Recapitalization | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Report on Science-Based GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Linking Executive Pay to GHG Emissions Reduction Targets | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | For | Against | |||
20 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | For | Against | |||
United Rentals, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
URI | CUSIP 911363109 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jose B. Alvarez | Mgmt | For | For | For | |||
2 | Elect Marc A. Bruno | Mgmt | For | For | For | |||
3 | Elect Larry D. De Shon | Mgmt | For | For | For | |||
4 | Elect Matthew J. Flannery | Mgmt | For | For | For | |||
5 | Elect Bobby J. Griffin | Mgmt | For | For | For | |||
6 | Elect Kim Harris Jones | Mgmt | For | For | For | |||
7 | Elect Terri L. Kelly | Mgmt | For | For | For | |||
8 | Elect Michael J. Kneeland | Mgmt | For | For | For | |||
9 | Elect Francisco J. Lopez-Balboa | Mgmt | For | For | For | |||
10 | Elect Gracia C. Martore | Mgmt | For | For | For | |||
11 | Elect Shiv Singh | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Reduce Ownership Threshold to Initiate Written Consent | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | ShrHoldr | Against | Against | For | |||
UnitedHealth Group Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
UNH | CUSIP 91324P102 | 06/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Timothy P. Flynn | Mgmt | For | For | For | |||
2 | Elect Paul R. Garcia | Mgmt | For | For | For | |||
3 | Elect Kristen Gil | Mgmt | For | For | For | |||
4 | Elect Stephen J. Hemsley | Mgmt | For | For | For | |||
5 | Elect Michele J. Hooper | Mgmt | For | For | For | |||
6 | Elect F. William McNabb, III | Mgmt | For | For | For | |||
7 | Elect Valerie C. Montgomery Rice | Mgmt | For | For | For | |||
8 | Elect John H. Noseworthy | Mgmt | For | For | For | |||
9 | Elect Andrew Witty | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | |||
14 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | |||
Universal Music Group N.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
UMG | CINS N90313102 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
6 | Remuneration Report | Mgmt | For | Against | Against | |||
7 | Accounts and Reports | Mgmt | For | For | For | |||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
9 | Allocation of Dividends | Mgmt | For | For | For | |||
10 | Ratification of Executives Directors' Acts | Mgmt | For | For | For | |||
11 | Ratification of Non-Executives' Acts | Mgmt | For | Against | Against | |||
12 | Elect Lucian Grainge to the Board of Directors | Mgmt | For | Against | Against | |||
13 | Supplement to CEO Remuneration Policy | Mgmt | For | Against | Against | |||
14 | Elect Sherry Lansing to the Board of Directors | Mgmt | For | Against | Against | |||
15 | Elect Anna Jones to the Board of Directors | Mgmt | For | Against | Against | |||
16 | Elect Luc van Os to the Board of Directors | Mgmt | For | Against | Against | |||
17 | Elect Haim Saban to the Board of Directors | Mgmt | For | Against | Against | |||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
19 | Appointment of Auditor | Mgmt | For | For | For | |||
20 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
21 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
Unum Group | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
UNM | CUSIP 91529Y106 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Theodore H. Bunting, Jr. | Mgmt | For | For | For | |||
2 | Elect Susan L. Cross | Mgmt | For | For | For | |||
3 | Elect Susan D. DeVore | Mgmt | For | For | For | |||
4 | Elect Joseph J. Echevarria | Mgmt | For | For | For | |||
5 | Elect Cynthia L. Egan | Mgmt | For | For | For | |||
6 | Elect Kevin T. Kabat | Mgmt | For | For | For | |||
7 | Elect Timothy F. Keaney | Mgmt | For | For | For | |||
8 | Elect Gale V. King | Mgmt | For | For | For | |||
9 | Elect Gloria C. Larson | Mgmt | For | For | For | |||
10 | Elect Richard P. McKenney | Mgmt | For | For | For | |||
11 | Elect Ronald P. O'Hanley | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
US Foods Holding Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
USFD | CUSIP 912008109 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Cheryl A. Bachelder | Mgmt | For | For | For | |||
2 | Elect James J. Barber, Jr. | Mgmt | For | For | For | |||
3 | Elect Robert M. Dutkowsky | Mgmt | For | For | For | |||
4 | Elect Scott D. Ferguson | Mgmt | For | For | For | |||
5 | Elect David E. Flitman | Mgmt | For | For | For | |||
6 | Elect Marla C. Gottschalk | Mgmt | For | For | For | |||
7 | Elect Sunil Gupta | Mgmt | For | For | For | |||
8 | Elect Carl A. Pforzheimer | Mgmt | For | For | For | |||
9 | Elect Quentin Roach | Mgmt | For | For | For | |||
10 | Elect David M. Tehle | Mgmt | For | For | For | |||
11 | Elect David A. Toy | Mgmt | For | For | For | |||
12 | Elect Ann E. Ziegler | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Adoption of Federal Forum Provision | Mgmt | For | Against | Against | |||
16 | Amendment to Articles Regarding the Exculpation of Officers | Mgmt | For | For | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
18 | Shareholder Proposal Regarding Compensation in the Event of a Change in Control | ShrHoldr | Against | Against | For | |||
Vail Resorts, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MTN | CINS 91879Q109 | 12/07/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Elect Director Susan L. Decker | Mgmt | For | For | For | |||
4 | Elect Director Robert A. Katz | Mgmt | For | For | For | |||
5 | Elect Director Kirsten A. Lynch | Mgmt | For | For | For | |||
6 | Elect Director Nadia Rawlinson | Mgmt | For | For | For | |||
7 | Elect Director John T. Redmond | Mgmt | For | For | For | |||
8 | Elect Director Michele Romanow | Mgmt | For | For | For | |||
9 | Elect Director Hilary A. Schneider | Mgmt | For | For | For | |||
10 | Elect Director D. Bruce Sewell | Mgmt | For | For | For | |||
11 | Elect Director John F. Sorte | Mgmt | For | For | For | |||
12 | Elect Director Peter A. Vaughn | Mgmt | For | For | For | |||
Valero Energy Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VLO | CUSIP 91913Y100 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Fred M. Diaz | Mgmt | For | For | For | |||
2 | Elect H. Paulett Eberhart | Mgmt | For | For | For | |||
3 | Elect Marie A. Ffolkes | Mgmt | For | For | For | |||
4 | Elect Joseph W. Gorder | Mgmt | For | For | For | |||
5 | Elect Kimberly S. Greene | Mgmt | For | For | For | |||
6 | Elect Deborah P. Majoras | Mgmt | For | For | For | |||
7 | Elect Eric D. Mullins | Mgmt | For | For | For | |||
8 | Elect Donald L. Nickles | Mgmt | For | For | For | |||
9 | Elect Robert A. Profusek | Mgmt | For | For | For | |||
10 | Elect Randall J. Weisenburger | Mgmt | For | For | For | |||
11 | Elect Rayford Wilkins Jr. | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Shareholder Proposal Regarding Report on Climate Transition Plan and GHG Targets | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding a Racial Equity Audit | ShrHoldr | Against | Against | For | |||
Verisk Analytics, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VRSK | CUSIP 92345Y106 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Vincent K. Brooks | Mgmt | For | For | For | |||
2 | Elect Jeffrey Dailey | Mgmt | For | For | For | |||
3 | Elect Wendy E. Lane | Mgmt | For | For | For | |||
4 | Elect Lee M. Shavel | Mgmt | For | For | For | |||
5 | Elect Kimberly S. Stevenson | Mgmt | For | For | For | |||
6 | Elect Olumide Soroye | Mgmt | For | For | For | |||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
Verizon Communications Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VZ | CUSIP 92343V104 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Shellye L. Archambeau | Mgmt | For | For | For | |||
2 | Elect Roxanne S. Austin | Mgmt | For | For | For | |||
3 | Elect Mark T. Bertolini | Mgmt | For | For | For | |||
4 | Elect Vittorio Colao | Mgmt | For | For | For | |||
5 | Elect Melanie L. Healey | Mgmt | For | For | For | |||
6 | Elect Laxman Narasimhan | Mgmt | For | For | For | |||
7 | Elect Clarence Otis, Jr. | Mgmt | For | For | For | |||
8 | Elect Daniel H. Schulman | Mgmt | For | For | For | |||
9 | Elect Rodney E. Slater | Mgmt | For | For | For | |||
10 | Elect Carol B. Tome | Mgmt | For | For | For | |||
11 | Elect Hans E. Vestberg | Mgmt | For | For | For | |||
12 | Elect Gregory G. Weaver | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding a Policy to Prohibit Political and Electioneering Expenditures | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Amendment to Clawback Policy | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Vertex Pharmaceuticals Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VRTX | CUSIP 92532F100 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Sangeeta N. Bhatia | Mgmt | For | For | For | |||
2 | Elect Lloyd A. Carney | Mgmt | For | For | For | |||
3 | Elect Alan M. Garber | Mgmt | For | For | For | |||
4 | Elect Terrence C. Kearney | Mgmt | For | For | For | |||
5 | Elect Reshma Kewalramani | Mgmt | For | For | For | |||
6 | Elect Jeffrey M. Leiden | Mgmt | For | For | For | |||
7 | Elect Diana L. McKenzie | Mgmt | For | For | For | |||
8 | Elect Bruce I. Sachs | Mgmt | For | For | For | |||
9 | Elect Suketu Upadhyay | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Vicinity Centres | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VCX | CINS Q9395F102 | 11/16/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Approve the Increase in Non-Executive Director Fee Pool | Mgmt | For | For | For | |||
3 | Approve Grant of Performance Rights to Grant Kelley | Mgmt | For | For | For | |||
4 | Approve Re-insertion of Partial Takeovers Provisions in the Company Constitution | Mgmt | For | For | For | |||
5 | Approve Re-insertion of Partial Takeovers Provisions in the Trust Constitution | Mgmt | For | For | For | |||
6 | Elect Tiffany Fuller as Director | Mgmt | For | For | For | |||
7 | Elect Michael Hawker as Director | Mgmt | For | For | For | |||
8 | Elect Dion Werbeloff as Director | Mgmt | For | For | For | |||
9 | Elect Georgina Lynch as Director | Mgmt | For | For | For | |||
10 | Elect Trevor Gerber as Director | Mgmt | For | For | For | |||
Virtu Financial, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VIRT | CUSIP 928254101 | 06/13/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Douglas A. Cifu | Mgmt | For | Withhold | Against | |||
1.2 | Elect Joseph Grano, Jr. | Mgmt | For | Withhold | Against | |||
1.3 | Elect Joanne M. Minieri | Mgmt | For | Withhold | Against | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
4 | Amendment to Articles to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Mgmt | For | For | For | |||
Visa Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
V | CUSIP 92826C839 | 01/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Lloyd A. Carney | Mgmt | For | Against | Against | |||
2 | Elect Director Kermit R. Crawford | Mgmt | For | For | For | |||
3 | Elect Director Francisco Javier Fernandez-Carbajal | Mgmt | For | For | For | |||
4 | Elect Director Alfred F. Kelly, Jr. | Mgmt | For | For | For | |||
5 | Elect Director Ramon Laguarta | Mgmt | For | For | For | |||
6 | Elect Director Teri L. List | Mgmt | For | For | For | |||
7 | Elect Director John F. Lundgren | Mgmt | For | For | For | |||
8 | Elect Director Denise M. Morrison | Mgmt | For | For | For | |||
9 | Elect Director Linda J. Rendle | Mgmt | For | For | For | |||
10 | Elect Director Maynard G. Webb, Jr. | Mgmt | For | For | For | |||
11 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
12 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||
14 | Require Independent Board Chair | ShrHoldr | Against | Against | For | |||
Vistra Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VST | CUSIP 92840M102 | 05/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Scott B. Helm | Mgmt | For | For | For | |||
2 | Elect Hilary E. Ackermann | Mgmt | For | For | For | |||
3 | Elect Arcilia C. Acosta | Mgmt | For | For | For | |||
4 | Elect Gavin R. Baiera | Mgmt | For | For | For | |||
5 | Elect Paul M. Barbas | Mgmt | For | For | For | |||
6 | Elect James A. Burke | Mgmt | For | For | For | |||
7 | Elect Lisa Crutchfield | Mgmt | For | For | For | |||
8 | Elect Brian K. Ferraioli | Mgmt | For | For | For | |||
9 | Elect Jeff D. Hunter | Mgmt | For | For | For | |||
10 | Elect Julie Lagacy | Mgmt | For | For | For | |||
11 | Elect John R. Sult | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
Vontier Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VNT | CUSIP 928881101 | 05/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Gloria R. Boyland | Mgmt | For | For | For | |||
2 | Elect Christopher J. Klein | Mgmt | For | For | For | |||
3 | Elect Maryrose T. Sylvester | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Vornado Realty Trust | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VNO | CUSIP 929042109 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Steven Roth | Mgmt | For | For | For | |||
1.2 | Elect Candace K. Beinecke | Mgmt | For | For | For | |||
1.3 | Elect Michael D. Fascitelli | Mgmt | For | For | For | |||
1.4 | Elect Beatrice Bassey | Mgmt | For | For | For | |||
1.5 | Elect William W. Helman IV | Mgmt | For | For | For | |||
1.6 | Elect David Mandelbaum | Mgmt | For | For | For | |||
1.7 | Elect Raymond J. McGuire | Mgmt | For | For | For | |||
1.8 | Elect Mandakini Puri | Mgmt | For | For | For | |||
1.9 | Elect Daniel R. Tisch | Mgmt | For | For | For | |||
1.10 | Elect Russell B. Wight, Jr. | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
5 | Approval of the 2023 Omnibus Share Plan | Mgmt | For | For | For | |||
W. R. Berkley Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WRB | CUSIP 084423102 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect W. Robert Berkley, Jr. | Mgmt | For | For | For | |||
2 | Elect Maria Luisa Ferre Rangel | Mgmt | For | For | For | |||
3 | Elect Daniel L. Mosley | Mgmt | For | For | For | |||
4 | Elect Mark L. Shapiro | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Ratification of Auditor | Mgmt | For | For | For | |||
Wal-mart de Mexico S A B de C V | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WALMEX | CINS P98180188 | 03/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Mexico | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Report of the Audit and Corporate Governance Committee | Mgmt | For | For | For | |||
2 | Report of the Board on CEO's Report | Mgmt | For | For | For | |||
3 | Report of the Board of Directors | Mgmt | For | For | For | |||
4 | Report on Employees' Share Plan | Mgmt | For | For | For | |||
5 | Accounts and Reports | Mgmt | For | For | For | |||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
7 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
8 | Election of Directors; Election of Audit and Corporate Governance Committee Chair; Fees | Mgmt | For | Against | Against | |||
9 | Election of Meeting Delegates | Mgmt | For | For | For | |||
10 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Walmart Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WMT | CUSIP 931142103 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Cesar Conde | Mgmt | For | For | For | |||
2 | Elect Timothy P. Flynn | Mgmt | For | For | For | |||
3 | Elect Sarah J. Friar | Mgmt | For | For | For | |||
4 | Elect Carla A. Harris | Mgmt | For | For | For | |||
5 | Elect Thomas W. Horton | Mgmt | For | For | For | |||
6 | Elect Marissa A. Mayer | Mgmt | For | For | For | |||
7 | Elect C. Douglas McMillon | Mgmt | For | For | For | |||
8 | Elect Gregory B. Penner | Mgmt | For | For | For | |||
9 | Elect Randall L. Stephenson | Mgmt | For | For | For | |||
10 | Elect S. Robson Walton | Mgmt | For | For | For | |||
11 | Elect Steuart L. Walton | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | ShrHoldr | Against | Against | For | |||
Warner Bros. Discovery, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WBD | CUSIP 934423104 | 05/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Li Haslett Chen | Mgmt | For | Withhold | Against | |||
1.2 | Elect Kenneth W. Lowe | Mgmt | For | For | For | |||
1.3 | Elect Paula A. Price | Mgmt | For | For | For | |||
1.4 | Elect David M. Zaslav | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
5 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
6 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For | |||
Waste Connections, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WCN | CUSIP 94106B101 | 05/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Andrea E. Bertone | Mgmt | For | For | For | |||
2 | Elect Edward E. Guillet | Mgmt | For | For | For | |||
3 | Elect Michael W. Harlan | Mgmt | For | For | For | |||
4 | Elect Larry S. Hughes | Mgmt | For | For | For | |||
5 | Elect Worthing F. Jackman | Mgmt | N/A | For | N/A | |||
6 | Elect Elise L. Jordan | Mgmt | For | For | For | |||
7 | Elect Susan Lee | Mgmt | For | For | For | |||
8 | Elect Ronald J. Mittelstaedt | Mgmt | For | For | For | |||
9 | Elect William J. Razzouk | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
Waste Management, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WM | CUSIP 94106L109 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Bruce E. Chinn | Mgmt | For | For | For | |||
2 | Elect James C. Fish, Jr. | Mgmt | For | For | For | |||
3 | Elect Andres R. Gluski | Mgmt | For | For | For | |||
4 | Elect Victoria M. Holt | Mgmt | For | For | For | |||
5 | Elect Kathleen M. Mazzarella | Mgmt | For | For | For | |||
6 | Elect Sean E. Menke | Mgmt | For | For | For | |||
7 | Elect William B. Plummer | Mgmt | For | For | For | |||
8 | Elect John C. Pope | Mgmt | For | For | For | |||
9 | Elect Maryrose T. Sylvester | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Approval of 2023 Stock Incentive Plan | Mgmt | For | For | For | |||
Waters Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WAT | CUSIP 941848103 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Flemming Ornskov | Mgmt | For | For | For | |||
2 | Elect Linda Baddour | Mgmt | For | For | For | |||
3 | Elect Udit Batra | Mgmt | For | For | For | |||
4 | Elect Daniel Brennan | Mgmt | For | For | For | |||
5 | Elect Richard H. Fearon | Mgmt | For | For | For | |||
6 | Elect Pearl S. Huang | Mgmt | For | For | For | |||
7 | Elect Wei Jiang | Mgmt | For | For | For | |||
8 | Elect Christopher A. Kuebler | Mgmt | For | For | For | |||
9 | Elect Mark P. Vergnano | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
WEC Energy Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WEC | CUSIP 92939U106 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ave M. Bie | Mgmt | For | For | For | |||
2 | Elect Curt S. Culver | Mgmt | For | For | For | |||
3 | Elect Danny L. Cunningham | Mgmt | For | For | For | |||
4 | Elect William M. Farrow III | Mgmt | For | For | For | |||
5 | Elect Cristina A. Garcia-Thomas | Mgmt | For | For | For | |||
6 | Elect Maria C. Green | Mgmt | For | For | For | |||
7 | Elect Gale E. Klappa | Mgmt | For | For | For | |||
8 | Elect Thomas K. Lane | Mgmt | For | For | For | |||
9 | Elect Scott J. Lauber | Mgmt | For | For | For | |||
10 | Elect Ulice Payne, Jr. | Mgmt | For | For | For | |||
11 | Elect Mary Ellen Stanek | Mgmt | For | Against | Against | |||
12 | Elect Glen E. Tellock | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Wells Fargo & Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WFC | CUSIP 949746101 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Steven D. Black | Mgmt | For | For | For | |||
2 | Elect Mark A. Chancy | Mgmt | For | For | For | |||
3 | Elect Celeste A. Clark | Mgmt | For | For | For | |||
4 | Elect Theodore F. Craver, Jr. | Mgmt | For | For | For | |||
5 | Elect Richard K. Davis | Mgmt | For | For | For | |||
6 | Elect Wayne M. Hewett | Mgmt | For | For | For | |||
7 | Elect CeCelia Morken | Mgmt | For | For | For | |||
8 | Elect Maria R. Morris | Mgmt | For | For | For | |||
9 | Elect Felicia F. Norwood | Mgmt | For | For | For | |||
10 | Elect Richard B. Payne, Jr. | Mgmt | For | For | For | |||
11 | Elect Ronald L. Sargent | Mgmt | For | For | For | |||
12 | Elect Charles W. Scharf | Mgmt | For | For | For | |||
13 | Elect Suzanne M. Vautrinot | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
18 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Report on Harassment and Discrimination | ShrHoldr | Against | For | Against | |||
23 | Shareholder Proposal Regarding Policy on Freedom of Association | ShrHoldr | Against | For | Against | |||
WestRock Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WRK | CUSIP 96145D105 | 01/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Colleen F. Arnold | Mgmt | For | For | For | |||
2 | Elect Director Timothy J. Bernlohr | Mgmt | For | For | For | |||
3 | Elect Director J. Powell Brown | Mgmt | For | For | For | |||
4 | Elect Director Terrell K. Crews | Mgmt | For | For | For | |||
5 | Elect Director Russell M. Currey | Mgmt | For | For | For | |||
6 | Elect Director Suzan F. Harrison | Mgmt | For | For | For | |||
7 | Elect Director Gracia C. Martore | Mgmt | For | For | For | |||
8 | Elect Director James E. Nevels | Mgmt | For | For | For | |||
9 | Elect Director E. Jean Savage | Mgmt | For | For | For | |||
10 | Elect Director David B. Sewell | Mgmt | For | For | For | |||
11 | Elect Director Dmitri L. Stockton | Mgmt | For | For | For | |||
12 | Elect Director Alan D. Wilson | Mgmt | For | For | For | |||
13 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
14 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
Weyerhaeuser Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WY | CUSIP 962166104 | 05/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Mark A. Emmert | Mgmt | For | For | For | |||
2 | Elect Rick R. Holley | Mgmt | For | For | For | |||
3 | Elect Sara G. Lewis | Mgmt | For | For | For | |||
4 | Elect Deidra C. Merriwether | Mgmt | For | For | For | |||
5 | Elect Al Monaco | Mgmt | For | For | For | |||
6 | Elect Nicole W. Piasecki | Mgmt | For | For | For | |||
7 | Elect Lawrence A. Selzer | Mgmt | For | For | For | |||
8 | Elect Devin W. Stockfish | Mgmt | For | For | For | |||
9 | Elect Kim Williams | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
WH Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
0288 | CINS G96007102 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Elect MA Xiangjie | Mgmt | For | Against | Against | |||
5 | Elect HUANG Ming | Mgmt | For | Against | Against | |||
6 | Elect Don LAU Jin Tin | Mgmt | For | Against | Against | |||
7 | Elect ZHOU Hui | Mgmt | For | Against | Against | |||
8 | Directors' Fees | Mgmt | For | For | For | |||
9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
10 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
11 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
12 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | |||
13 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | |||
14 | Amendments to Articles | Mgmt | For | For | For | |||
Wintrust Financial Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WTFC | CUSIP 97650W108 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Elizabeth H. Connelly | Mgmt | For | For | For | |||
2 | Elect Timothy S. Crane | Mgmt | For | For | For | |||
3 | Elect Peter D. Crist | Mgmt | For | For | For | |||
4 | Elect William J. Doyle | Mgmt | For | For | For | |||
5 | Elect Marla F. Glabe | Mgmt | For | For | For | |||
6 | Elect H. Patrick Hackett, Jr. | Mgmt | For | For | For | |||
7 | Elect Scott K. Heitmann | Mgmt | For | For | For | |||
8 | Elect Brian A. Kenney | Mgmt | For | For | For | |||
9 | Elect Deborah L. Hall Lefevre | Mgmt | For | For | For | |||
10 | Elect Suzet M. McKinney | Mgmt | For | For | For | |||
11 | Elect Gary D. Sweeney | Mgmt | For | For | For | |||
12 | Elect Karin Gustafson Teglia | Mgmt | For | For | For | |||
13 | Elect Alex E. Washington, III | Mgmt | For | For | For | |||
14 | Elect Edward J. Wehmer | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
Wix.com Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WIX | CINS M98068105 | 12/19/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Israel | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Amend and Readopt Compensation Policy for the Executives of the Company | Mgmt | For | For | For | |||
2 | Amend and Readopt Compensation Policy for the Directors of the Company | Mgmt | For | For | For | |||
3 | Amend and Readopt Compensation Arrangement of Non-Executive Directors | Mgmt | For | Against | Against | |||
4 | Approve Offer to Exchange certain Options held by Non-Director and Non-Executive Employees of the Company and Subsidiaries | Mgmt | For | Against | Against | |||
5 | Ratify the Appointment and Compensation of Kost, Forer, Gabbay & Kasierer as Auditors | Mgmt | For | For | For | |||
6 | Reelect Avishai Abrahami as Director | Mgmt | For | For | For | |||
7 | Reelect Diane Greene as Director | Mgmt | For | For | For | |||
8 | Reelect Mark Tluszcz as Director | Mgmt | For | For | For | |||
9 | Vote FOR if you are NOT a controlling shareholder and do NOT have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. If you vote AGAINST, please provide an explanation to your account manager | Mgmt | None | For | N/A | |||
Wolters Kluwer NV | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WKL | CINS N9643A197 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
6 | Remuneration Report | Mgmt | For | For | For | |||
7 | Accounts and Reports | Mgmt | For | For | For | |||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
9 | Allocation of Dividends | Mgmt | For | For | For | |||
10 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
11 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
12 | Elect Chris Vogelzang to the Supervisory Board | Mgmt | For | For | For | |||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
14 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | |||
15 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
16 | Cancellation of Shares | Mgmt | For | For | For | |||
17 | Appointment of Auditor | Mgmt | For | For | For | |||
18 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
19 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Workday, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WDAY | CUSIP 98138H101 | 06/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Christa Davies | Mgmt | For | For | For | |||
2 | Elect Wayne A.I. Frederick | Mgmt | For | For | For | |||
3 | Elect Mark J. Hawkins | Mgmt | For | For | For | |||
4 | Elect George J. Still Jr. | Mgmt | For | For | For | |||
5 | Ratification of Auditor | Mgmt | For | For | For | |||
6 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
7 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
Wyndham Hotels & Resorts, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WH | CUSIP 98311A105 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Stephen P. Holmes | Mgmt | For | For | For | |||
2 | Elect Geoffrey Ballotti | Mgmt | For | For | For | |||
3 | Elect Myra J. Biblowit | Mgmt | For | Against | Against | |||
4 | Elect James E. Buckman | Mgmt | For | For | For | |||
5 | Elect Bruce B. Churchill | Mgmt | For | For | For | |||
6 | Elect Mukul Vinayak Deoras | Mgmt | For | For | For | |||
7 | Elect Ronald L. Nelson | Mgmt | For | For | For | |||
8 | Elect Pauline D.E. Richards | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Amendment to Provide for Exculpation of Officers | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
Xcel Energy Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
XEL | CUSIP 98389B100 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Megan Burkhart | Mgmt | For | For | For | |||
2 | Elect Lynn Casey | Mgmt | For | For | For | |||
3 | Elect Robert C. Frenzel | Mgmt | For | For | For | |||
4 | Elect Netha Johnson | Mgmt | For | For | For | |||
5 | Elect Patricia L. Kampling | Mgmt | For | For | For | |||
6 | Elect George Kehl | Mgmt | For | For | For | |||
7 | Elect Richard T. O'Brien | Mgmt | For | For | For | |||
8 | Elect Charles Pardee | Mgmt | For | For | For | |||
9 | Elect Christopher J. Policinski | Mgmt | For | For | For | |||
10 | Elect James T. Prokopanko | Mgmt | For | For | For | |||
11 | Elect Kim Williams | Mgmt | For | For | For | |||
12 | Elect Daniel Yohannes | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
YAKULT HONSHA CO., LTD. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2267 | CINS J95468120 | 06/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Hiroshi Narita | Mgmt | For | For | For | |||
3 | Elect Hiroshi Wakabayashi | Mgmt | For | For | For | |||
4 | Elect Akifumi Doi | Mgmt | For | For | For | |||
5 | Elect Masao Imada | Mgmt | For | For | For | |||
6 | Elect Koichi Hirano | Mgmt | For | For | For | |||
7 | Elect Ryuji Yasuda | Mgmt | For | For | For | |||
8 | Elect Naoko Tobe | Mgmt | For | For | For | |||
9 | Elect Katsuyoshi Shimbo | Mgmt | For | For | For | |||
10 | Elect Yumiko Nagasawa | Mgmt | For | For | For | |||
11 | Elect Satoshi Akutsu | Mgmt | For | For | For | |||
12 | Elect Manabu Naito | Mgmt | For | For | For | |||
13 | Elect Masatoshi Nagira | Mgmt | For | For | For | |||
14 | Elect Hideaki Hoshiko | Mgmt | For | For | For | |||
15 | Elect Junichi Shimada | Mgmt | For | For | For | |||
16 | Elect Matthew Digby | Mgmt | For | For | For | |||
17 | Adoption of Restricted Stock Plan | Mgmt | For | For | For | |||
18 | Statutory Auditors' Fees | Mgmt | For | For | For | |||
Yara International ASA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
YAR | CINS R9900C106 | 06/12/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Norway | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
6 | Notice of Meeting; Agenda | Mgmt | For | TNA | N/A | |||
7 | Election of Presiding Chair; Minutes | Mgmt | For | TNA | N/A | |||
8 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | |||
9 | Accounts and Reports; Report of the Board of Directors; Allocation of Profits and Dividends | Mgmt | For | TNA | N/A | |||
10 | Remuneration Policy | Mgmt | For | TNA | N/A | |||
11 | Remuneration Report | Mgmt | For | TNA | N/A | |||
12 | Corporate Governance Report | Mgmt | For | TNA | N/A | |||
13 | Election of Directors | Mgmt | For | TNA | N/A | |||
14 | Directors' Fees | Mgmt | For | TNA | N/A | |||
15 | Appointment of Nomination Committee Members | Mgmt | For | TNA | N/A | |||
16 | Nomination Committee Fees | Mgmt | For | TNA | N/A | |||
17 | Amendments to Articles | Mgmt | For | TNA | N/A | |||
18 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | |||
19 | Shareholder Proposal Regarding Independent Verification of Compliance with Labor and Human Rights Standards | ShrHoldr | Against | TNA | N/A | |||
20 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
21 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
22 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
Zebra Technologies Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ZBRA | CUSIP 989207105 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect William J Burns | Mgmt | For | For | For | |||
2 | Elect Linda M. Connly | Mgmt | For | For | For | |||
3 | Elect Anders Gustafsson | Mgmt | For | For | For | |||
4 | Elect Janice M. Roberts | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Ratification of Auditor | Mgmt | For | For | For | |||
Zscaler, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ZS | CUSIP 98980G102 | 01/13/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Director Andrew Brown | Mgmt | For | Withhold | Against | |||
1.2 | Elect Director Scott Darling | Mgmt | For | Withhold | Against | |||
1.3 | Elect Director David Schneider | Mgmt | For | Withhold | Against | |||
2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | |||
Zurich Insurance Group AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ZURN | CINS H9870Y105 | 04/06/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Switzerland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
3 | Compensation Report | Mgmt | For | TNA | N/A | |||
4 | Allocation of Dividends | Mgmt | For | TNA | N/A | |||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | |||
6 | Elect Michel M. Lies as Member and as Board Chair | Mgmt | For | TNA | N/A | |||
7 | Elect Joan Lordi C. Amble | Mgmt | For | TNA | N/A | |||
8 | Elect Catherine P. Bessant | Mgmt | For | TNA | N/A | |||
9 | Elect Dame Alison J. Carnwath | Mgmt | For | TNA | N/A | |||
10 | Elect Christoph Franz | Mgmt | For | TNA | N/A | |||
11 | Elect Michael Halbherr | Mgmt | For | TNA | N/A | |||
12 | Elect Sabine Keller-Busse | Mgmt | For | TNA | N/A | |||
13 | Elect Monica Machler | Mgmt | For | TNA | N/A | |||
14 | Elect Kishore Mahbubani | Mgmt | For | TNA | N/A | |||
15 | Elect Peter Maurer | Mgmt | For | TNA | N/A | |||
16 | Elect Jasmin Staiblin | Mgmt | For | TNA | N/A | |||
17 | Elect Barry Stowe | Mgmt | For | TNA | N/A | |||
18 | Elect Michel M. Lies as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
19 | Elect Catherine P. Bessant as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
20 | Elect Christoph Franz as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
21 | Elect Sabine Keller-Busse as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
22 | Elect Kishore Mahbubani as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
23 | Elect Jasmin Staiblin as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
24 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||
25 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
26 | Board Compensation | Mgmt | For | TNA | N/A | |||
27 | Executive Compensation | Mgmt | For | TNA | N/A | |||
28 | Approval of a Capital Band | Mgmt | For | TNA | N/A | |||
29 | Amendments to Articles (Share Register) | Mgmt | For | TNA | N/A | |||
30 | Amendments to Articles (General Meetings) | Mgmt | For | TNA | N/A | |||
31 | Amendments to Articles (Miscellaneous) | Mgmt | For | TNA | N/A | |||
32 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A |
Registrant : | Putnam Funds Trust | |||||||
Fund Name : | Putnam Dynamic Risk Allocation Fund | |||||||
Bank Leumi Le-Israel Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LUMI | CINS M16043107 | 08/04/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual/Special | Israel | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Discuss Financial Statements and the Report of the Board | Mgmt | N/A | TNA | N/A | |||
2 | Reappoint Somekh Chaikin (KPMG) and Brightman Almagor Zohar and Co. (Deloitte) as Joint Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | TNA | N/A | |||
3 | Elect Dan Laluz as External Director | Mgmt | For | TNA | N/A | |||
4 | Elect Zvi Nagan as External Director | Mgmt | For | TNA | N/A | |||
5 | Elect Esther Eldan as Director | Mgmt | For | TNA | N/A | |||
6 | Elect Esther Dominisini as Director | Mgmt | For | TNA | N/A | |||
7 | Elect Irit Shlomi as Director | Mgmt | For | TNA | N/A | |||
8 | Amend Bank Articles | Mgmt | For | TNA | N/A | |||
9 | Approve Amended Compensation Policy for the Directors and Officers of the Company | Mgmt | For | TNA | N/A | |||
10 | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Mgmt | None | TNA | N/A | |||
11 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
12 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
13 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
Barratt Developments Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BDEV | CINS G08288105 | 10/17/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Remuneration Report | Mgmt | For | For | For | |||
3 | Approve Final Dividend | Mgmt | For | For | For | |||
4 | Elect Mike Scott as Director | Mgmt | For | For | For | |||
5 | Re-elect John Allan as Director | Mgmt | For | For | For | |||
6 | Re-elect David Thomas as Director | Mgmt | For | For | For | |||
7 | Re-elect Steven Boyes as Director | Mgmt | For | For | For | |||
8 | Re-elect Katie Bickerstaffe as Director | Mgmt | For | For | For | |||
9 | Re-elect Jock Lennox as Director | Mgmt | For | For | For | |||
10 | Re-elect Chris Weston as Director | Mgmt | For | For | For | |||
11 | Re-elect Sharon White as Director | Mgmt | For | For | For | |||
12 | Reappoint Deloitte LLP as Auditors | Mgmt | For | For | For | |||
13 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
14 | Authorise UK Political Donations and Expenditure | Mgmt | For | For | For | |||
15 | Authorise Issue of Equity | Mgmt | For | For | For | |||
16 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
17 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||
18 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Mgmt | For | Against | Against | |||
BHP Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BHP | CINS Q1498M100 | 11/10/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michelle Hinchliffe as Director | Mgmt | For | For | For | |||
2 | Elect Catherine Tanna as Director | Mgmt | For | For | For | |||
3 | Elect Terry Bowen as Director | Mgmt | For | For | For | |||
4 | Elect Xiaoqun Clever as Director | Mgmt | For | For | For | |||
5 | Elect Ian Cockerill as Director | Mgmt | For | For | For | |||
6 | Elect Gary Goldberg as Director | Mgmt | For | For | For | |||
7 | Elect Ken MacKenzie as Director | Mgmt | For | For | For | |||
8 | Elect Christine O'Reilly as Director | Mgmt | For | For | For | |||
9 | Elect Dion Weisler as Director | Mgmt | For | For | For | |||
10 | Approve Remuneration Report | Mgmt | For | For | For | |||
11 | Approve Grant of Awards to Mike Henry | Mgmt | For | For | For | |||
12 | Approve the Amendments to the Company's Constitution | ShrHoldr | Against | Against | For | |||
13 | Approve Policy Advocacy | ShrHoldr | Against | Against | For | |||
14 | Approve Climate Accounting and Audit | ShrHoldr | Against | Against | For | |||
Bluescope Steel Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BSL | CINS Q1415L177 | 11/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Approve Grant of Share Rights to Mark Vassella | Mgmt | For | For | For | |||
3 | Approve Grant of Alignment Rights to Mark Vassella | Mgmt | For | For | For | |||
4 | Approve the Increase in Maximum Aggregate Non-Executive Director Fee Pool | Mgmt | None | For | N/A | |||
5 | Elect Ewen Crouch as Director | Mgmt | For | For | For | |||
6 | Elect K'Lynne Johnson as Director | Mgmt | For | For | For | |||
7 | Elect ZhiQiang Zhang as Director | Mgmt | For | For | For | |||
8 | Elect Jane McAloon as Director | Mgmt | For | For | For | |||
9 | Elect Peter Alexander as Director | Mgmt | For | For | For | |||
Brambles Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BXB | CINS Q6634U106 | 10/18/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Elect Kendra Banks as Director | Mgmt | For | Against | Against | |||
3 | Elect George El-Zoghbi as Director | Mgmt | For | Against | Against | |||
4 | Elect Jim Miller as Director | Mgmt | For | Against | Against | |||
5 | Approve Brambles Limited Performance Share Plan | Mgmt | For | For | For | |||
6 | Approve Participation of Graham Chipchase in the Performance Share Plan | Mgmt | For | For | For | |||
7 | Approve Participation of Nessa O'Sullivan in the Performance Share Plan | Mgmt | For | For | For | |||
8 | Approve Participation of Graham Chipchase in the MyShare Plan | Mgmt | For | For | For | |||
9 | Approve the Amendments to the Company's Constitution | Mgmt | For | For | For | |||
Chow Tai Fook Jewellery Group Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1929 | CINS G21146108 | 07/27/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Final Dividend | Mgmt | For | For | For | |||
3 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
4 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Mgmt | For | For | For | |||
5 | Authorize Repurchase of Issued Share Capital | Mgmt | For | For | For | |||
6 | Amend Memorandum and Articles of Association and Adopt Amended and Restated Memorandum and Articles of Association | Mgmt | For | For | For | |||
7 | Elect Wong Siu-Kee, Kent as Director | Mgmt | For | For | For | |||
8 | Elect Cheng Chi-Kong, Adrian as Director | Mgmt | For | For | For | |||
9 | Elect Liu Chun-Wai, Bobby as Director | Mgmt | For | For | For | |||
10 | Elect Lam Kin-Fung, Jeffrey as Director | Mgmt | For | For | For | |||
11 | Elect Cheng Ka-Lai, Lily as Director | Mgmt | For | For | For | |||
12 | Authorize Board to Fix Remuneration of Directors | Mgmt | For | For | For | |||
Coles Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
COL | CINS Q26203408 | 11/09/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Terry Bowen as Director | Mgmt | For | For | For | |||
2 | Elect Scott Price as Director | Mgmt | For | For | For | |||
3 | Elect James Graham as Director | Mgmt | For | For | For | |||
4 | Elect Jacqueline Chow as Director | Mgmt | For | For | For | |||
5 | Approve Remuneration Report | Mgmt | For | For | For | |||
6 | Approve Grant of STI Shares to Steven Cain | Mgmt | For | For | For | |||
7 | Approve Grant of Performance Rights to Steven Cain | Mgmt | For | For | For | |||
Compagnie Financiere Richemont SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CFR | CINS H25662182 | 09/07/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Switzerland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | TNA | N/A | |||
2 | Approve Allocation of Income and Ordinary Dividends of CHF 2.25 per Registered A Share and CHF 0.225 per Registered B Share and a Special Dividend of CHF 1.00 per Registered A Share and CHF 0.10 per Registered B Share | Mgmt | For | TNA | N/A | |||
3 | Approve Discharge of Board and Senior Management | Mgmt | For | TNA | N/A | |||
4 | Elect Francesco Trapani as Representative of Category A Registered Shares | ShrHoldr | Against | TNA | N/A | |||
5 | Elect Wendy Luhabe as Representative of Category A Registered Shares | Mgmt | For | TNA | N/A | |||
6 | Reelect Jeff Moss as Director | Mgmt | For | TNA | N/A | |||
7 | Reelect Johann Rupert as Director and Board Chair | Mgmt | For | TNA | N/A | |||
8 | Reelect Vesna Nevistic as Director | Mgmt | For | TNA | N/A | |||
9 | Reelect Guillaume Pictet as Director | Mgmt | For | TNA | N/A | |||
10 | Reelect Maria Ramos as Director | Mgmt | For | TNA | N/A | |||
11 | Reelect Anton Rupert as Director | Mgmt | For | TNA | N/A | |||
12 | Reelect Patrick Thomas as Director | Mgmt | For | TNA | N/A | |||
13 | Reelect Jasmine Whitbread as Director | Mgmt | For | TNA | N/A | |||
14 | Elect Francesco Trapani as Director | ShrHoldr | Against | TNA | N/A | |||
15 | Reelect Josua Malherbe as Director | Mgmt | For | TNA | N/A | |||
16 | Reelect Nikesh Arora as Director | Mgmt | For | TNA | N/A | |||
17 | Reelect Clay Brendish as Director | Mgmt | For | TNA | N/A | |||
18 | Reelect Jean-Blaise Eckert as Director | Mgmt | For | TNA | N/A | |||
19 | Reelect Burkhart Grund as Director | Mgmt | For | TNA | N/A | |||
20 | Reelect Keyu Jin as Director | Mgmt | For | TNA | N/A | |||
21 | Reelect Jerome Lambert as Director | Mgmt | For | TNA | N/A | |||
22 | Reelect Wendy Luhabe as Director | Mgmt | For | TNA | N/A | |||
23 | Reappoint Clay Brendish as Member of the Compensation Committee | Mgmt | For | TNA | N/A | |||
24 | Reappoint Keyu Jin as Member of the Compensation Committee | Mgmt | For | TNA | N/A | |||
25 | Reappoint Guillaume Pictet as Member of the Compensation Committee | Mgmt | For | TNA | N/A | |||
26 | Reappoint Maria Ramos as Member of the Compensation Committee | Mgmt | For | TNA | N/A | |||
27 | Ratify PricewaterhouseCoopers SA as Auditors | Mgmt | For | TNA | N/A | |||
28 | Designate Etude Gampert Demierre Moreno as Independent Proxy | Mgmt | For | TNA | N/A | |||
29 | Approve Remuneration of Directors in the Amount of CHF 7.7 Million | Mgmt | For | TNA | N/A | |||
30 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 5.4 Million | Mgmt | For | TNA | N/A | |||
31 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 27.7 Million | Mgmt | For | TNA | N/A | |||
32 | Approve Increase in Size of Board to Six Members | ShrHoldr | Against | TNA | N/A | |||
33 | Amend Articles Re: Representatives of Holders of Category A and B Registered Shares | ShrHoldr | Against | TNA | N/A | |||
34 | Transact Other Business (Voting) | Mgmt | For | TNA | N/A | |||
CSL Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CSL | CINS Q3018U109 | 10/12/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Approve Grant of Performance Share Units to Paul Perreault | Mgmt | For | For | For | |||
3 | Elect Marie McDonald as Director | Mgmt | For | Against | Against | |||
4 | Elect Megan Clark as Director | Mgmt | For | Against | Against | |||
DCC Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DCC | CINS G2689P101 | 07/15/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
3 | Approve Final Dividend | Mgmt | For | For | For | |||
4 | Approve Final Dividend | Mgmt | For | For | For | |||
5 | Approve Remuneration Report | Mgmt | For | For | For | |||
6 | Approve Remuneration Report | Mgmt | For | For | For | |||
7 | Authorise Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
8 | Authorise Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
9 | Authorise Issue of Equity | Mgmt | For | For | For | |||
10 | Authorise Issue of Equity | Mgmt | For | For | For | |||
11 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
12 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
13 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||
14 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||
15 | Authorise Market Purchase of Shares | Mgmt | For | For | For | |||
16 | Authorise Market Purchase of Shares | Mgmt | For | For | For | |||
17 | Authorise Reissuance Price Range of Treasury Shares | Mgmt | For | For | For | |||
18 | Authorise Reissuance Price Range of Treasury Shares | Mgmt | For | For | For | |||
19 | Elect Laura Angelini as Director | Mgmt | For | For | For | |||
20 | Elect Laura Angelini as Director | Mgmt | For | For | For | |||
21 | Re-elect Mark Breuer as Director | Mgmt | For | For | For | |||
22 | Re-elect Mark Breuer as Director | Mgmt | For | For | For | |||
23 | Re-elect Caroline Dowling as Director | Mgmt | For | For | For | |||
24 | Re-elect Caroline Dowling as Director | Mgmt | For | For | For | |||
25 | Re-elect Tufan Erginbilgic as Director | Mgmt | For | For | For | |||
26 | Re-elect Tufan Erginbilgic as Director | Mgmt | For | For | For | |||
27 | Re-elect David Jukes as Director | Mgmt | For | For | For | |||
28 | Re-elect David Jukes as Director | Mgmt | For | For | For | |||
29 | Elect Lily Liu as Director | Mgmt | For | For | For | |||
30 | Elect Lily Liu as Director | Mgmt | For | For | For | |||
31 | Re-elect Kevin Lucey as Director | Mgmt | For | For | For | |||
32 | Re-elect Kevin Lucey as Director | Mgmt | For | For | For | |||
33 | Re-elect Donal Murphy as Director | Mgmt | For | For | For | |||
34 | Re-elect Donal Murphy as Director | Mgmt | For | For | For | |||
35 | Elect Alan Ralph as Director | Mgmt | For | For | For | |||
36 | Elect Alan Ralph as Director | Mgmt | For | For | For | |||
37 | Re-elect Mark Ryan as Director | Mgmt | For | For | For | |||
38 | Re-elect Mark Ryan as Director | Mgmt | For | For | For | |||
Diageo Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DGE | CINS G42089113 | 10/06/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Remuneration Report | Mgmt | For | For | For | |||
3 | Approve Final Dividend | Mgmt | For | For | For | |||
4 | Elect Karen Blackett as Director | Mgmt | For | For | For | |||
5 | Re-elect Melissa Bethell as Director | Mgmt | For | For | For | |||
6 | Re-elect Lavanya Chandrashekar as Director | Mgmt | For | For | For | |||
7 | Re-elect Valerie Chapoulaud-Floquet as Director | Mgmt | For | For | For | |||
8 | Re-elect Javier Ferran as Director | Mgmt | For | For | For | |||
9 | Re-elect Susan Kilsby as Director | Mgmt | For | For | For | |||
10 | Re-elect Sir John Manzoni as Director | Mgmt | For | For | For | |||
11 | Re-elect Lady Mendelsohn as Director | Mgmt | For | For | For | |||
12 | Re-elect Ivan Menezes as Director | Mgmt | For | For | For | |||
13 | Re-elect Alan Stewart as Director | Mgmt | For | For | For | |||
14 | Re-elect Ireena Vittal as Director | Mgmt | For | Against | Against | |||
15 | Reappoint PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
16 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
17 | Authorise UK Political Donations and Expenditure | Mgmt | For | For | For | |||
18 | Amend Irish Share Ownership Plan | Mgmt | For | For | For | |||
19 | Authorise Issue of Equity | Mgmt | For | For | For | |||
20 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
21 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||
22 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Mgmt | For | Against | Against | |||
Ferguson Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FERG | CINS G3421J106 | 11/30/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Jersey | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Final Dividend | Mgmt | For | For | For | |||
3 | Re-elect Kelly Baker as Director | Mgmt | For | For | For | |||
4 | Re-elect Suzanne Wood as Director | Mgmt | For | For | For | |||
5 | Re-elect Bill Brundage as Director | Mgmt | For | For | For | |||
6 | Re-elect Geoff Drabble as Director | Mgmt | For | For | For | |||
7 | Re-elect Catherine Halligan as Director | Mgmt | For | For | For | |||
8 | Re-elect Brian May as Director | Mgmt | For | For | For | |||
9 | Re-elect Kevin Murphy as Director | Mgmt | For | For | For | |||
10 | Re-elect Alan Murray as Director | Mgmt | For | For | For | |||
11 | Re-elect Tom Schmitt as Director | Mgmt | For | For | For | |||
12 | Re-elect Nadia Shouraboura as Director | Mgmt | For | For | For | |||
13 | Reappoint Deloitte LLP as Auditors | Mgmt | For | For | For | |||
14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
15 | Authorise UK Political Donations and Expenditure | Mgmt | For | For | For | |||
16 | Authorise Issue of Equity | Mgmt | For | For | For | |||
17 | Approve Non-Employee Director Incentive Plan | Mgmt | For | For | For | |||
18 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||
20 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||
21 | Adopt New Articles of Association | Mgmt | For | For | For | |||
Fortum Oyj | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FORTUM | CINS X2978Z118 | 11/23/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Finland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Chairman of Meeting | Mgmt | N/A | TNA | N/A | |||
2 | Call the Meeting to Order | Mgmt | N/A | TNA | N/A | |||
3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Mgmt | N/A | TNA | N/A | |||
4 | Acknowledge Proper Convening of Meeting | Mgmt | N/A | TNA | N/A | |||
5 | Prepare and Approve List of Shareholders | Mgmt | N/A | TNA | N/A | |||
6 | Approve Issuance of Shares for a Private Placement to Solidium Oy | Mgmt | For | TNA | N/A | |||
7 | Close Meeting | Mgmt | N/A | TNA | N/A | |||
Goodman Group | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GMG | CINS Q4229W132 | 11/17/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Appoint KPMG as Auditor of Goodman Logistics (HK) Limited | Mgmt | For | For | For | |||
2 | Elect Chris Green as Director of Goodman Limited | Mgmt | For | For | For | |||
3 | Elect Phillip Pryke as Director of Goodman Limited | Mgmt | For | For | For | |||
4 | Elect Anthony Rozic as Director of Goodman Limited | Mgmt | For | For | For | |||
5 | Elect Hilary Spann as Director of Goodman Limited | Mgmt | For | For | For | |||
6 | Elect Vanessa Liu as Director of Goodman Limited | Mgmt | For | For | For | |||
7 | Approve Remuneration Report | Mgmt | For | Against | Against | |||
8 | Approve Issuance of Performance Rights to Greg Goodman | Mgmt | For | For | For | |||
9 | Approve Issuance of Performance Rights to Danny Peeters | Mgmt | For | For | For | |||
10 | Approve Issuance of Performance Rights to Anthony Rozic | Mgmt | For | For | For | |||
11 | Approve the Increase in Non-Executive Directors' Fee Pool | Mgmt | For | Against | Against | |||
12 | Approve the Spill Resolution | Mgmt | Against | Against | For | |||
GSK Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GSK | CINS G3910J112 | 07/06/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Matters Relating to the Demerger of Haleon Group from the GSK Group | Mgmt | For | For | For | |||
2 | Approve the Related Party Transaction Arrangements | Mgmt | For | For | For | |||
Industria de Diseno Textil SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ITX | CINS E6282J125 | 07/12/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Spain | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Standalone Financial Statements and Discharge of Board | Mgmt | For | For | For | |||
2 | Approve Consolidated Financial Statements | Mgmt | For | For | For | |||
3 | Approve Non-Financial Information Statement | Mgmt | For | For | For | |||
4 | Approve Allocation of Income and Dividends | Mgmt | For | For | For | |||
5 | Appoint Ernst & Young as Auditor | Mgmt | For | For | For | |||
6 | Approve Novation of the Former Executive Chairman's Post-Contractual Non-Compete Agreement | Mgmt | For | For | For | |||
7 | Amend Remuneration Policy | Mgmt | For | For | For | |||
8 | Advisory Vote on Remuneration Report | Mgmt | For | For | For | |||
9 | Authorize Board to Ratify and Execute Approved Resolutions | Mgmt | For | For | For | |||
10 | Receive Amendments to Board of Directors Regulations | Mgmt | N/A | N/A | N/A | |||
11 | Ratify Appointment of and Elect Marta Ortega Perez as Director | Mgmt | For | Against | Against | |||
12 | Ratify Appointment of and Elect Oscar Garcia Maceiras as Director | Mgmt | For | Against | Against | |||
13 | Reelect Pilar Lopez Alvarez as Director | Mgmt | For | Against | Against | |||
14 | Reelect Rodrigo Echenique Gordillo as Director | Mgmt | For | Against | Against | |||
Israel Discount Bank Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DSCT | CINS 465074201 | 08/02/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Israel | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Discuss Financial Statements and the Report of the Board | Mgmt | N/A | TNA | N/A | |||
2 | Reappoint Ziv Haft & Co. and Somekh Chaikin as Joint Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | TNA | N/A | |||
3 | Elect Danny Yamin as External Director | Mgmt | For | TNA | N/A | |||
4 | Elect Guy Richker as External Director | Mgmt | For | TNA | N/A | |||
5 | Approve Amended Compensation Policy for the Directors and Officers of the Company | Mgmt | For | TNA | N/A | |||
6 | Approve Update Employment Terms of Shaul Kobrinsky, Chairman and Amend Compensation Policy for the Directors and Officers of the Company Accordingly | Mgmt | For | TNA | N/A | |||
7 | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Mgmt | None | TNA | N/A | |||
8 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
9 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
10 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
JD Sports Fashion Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JD | CINS G5144Y120 | 07/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Remuneration Report | Mgmt | For | Against | Against | |||
3 | Approve Final Dividend | Mgmt | For | For | For | |||
4 | Re-elect Neil Greenhalgh as Director | Mgmt | For | For | For | |||
5 | Re-elect Andrew Long as Director | Mgmt | For | For | For | |||
6 | Re-elect Kath Smith as Director | Mgmt | For | For | For | |||
7 | Elect Bert Hoyt as Director | Mgmt | For | For | For | |||
8 | Elect Helen Ashton as Director | Mgmt | For | For | For | |||
9 | Elect Mahbobeh Sabetnia as Director | Mgmt | For | For | For | |||
10 | Elect Suzi Williams as Director | Mgmt | For | For | For | |||
11 | Reappoint KPMG LLP as Auditors | Mgmt | For | For | For | |||
12 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
13 | Authorise UK Political Donations and Expenditure | Mgmt | For | For | For | |||
14 | Authorise Issue of Equity | Mgmt | For | For | For | |||
15 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
16 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Mgmt | For | Against | Against | |||
JD Sports Fashion Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JD | CINS G5144Y120 | 12/13/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Policy | Mgmt | For | For | For | |||
2 | Approve Long Term Incentive Plan | Mgmt | For | For | For | |||
3 | Approve Deferred Bonus Plan | Mgmt | For | For | For | |||
Medibank Private Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MPL | CINS Q5921Q109 | 11/16/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter Everingham as Director | Mgmt | For | For | For | |||
2 | Elect Kathryn Fagg as Director | Mgmt | For | For | For | |||
3 | Elect David Fagan as Director | Mgmt | For | For | For | |||
4 | Elect Linda Bardo Nicholls as Director | Mgmt | For | For | For | |||
5 | Approve Remuneration Report | Mgmt | For | For | For | |||
6 | Approve Grant of Performance Rights to David Koczkar | Mgmt | For | For | For | |||
7 | Approve the Amendments to the Company's Constitution | Mgmt | For | For | For | |||
Mineral Resources Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MIN | CINS Q60976109 | 11/17/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Elect Lulezim (Zimi) Meka as Director | Mgmt | For | For | For | |||
3 | Elect James McClements as Director | Mgmt | For | For | For | |||
4 | Elect Susan (Susie) Corlett as Director | Mgmt | For | For | For | |||
5 | Approve Grant of FY22 Share Rights to Chris Ellison | Mgmt | For | For | For | |||
6 | Approve Grant of FY23 Share Rights to Chris Ellison | Mgmt | For | For | For | |||
7 | Approve Potential Termination Benefits | Mgmt | None | For | N/A | |||
8 | Appoint Ernst & Young as Auditor of the Company | Mgmt | For | For | For | |||
Mizrahi Tefahot Bank Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MZTF | CINS M7031A135 | 08/09/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Special | Israel | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Reelect Joseph Fellus as External Director | Mgmt | For | TNA | N/A | |||
2 | Vote FOR if you are a controlling shareholder or have a personal interest in one or several resolutions, as indicated in the proxy card; otherwise, vote AGAINST. You may not abstain. If you vote FOR, please provide an explanation to your account manager | Mgmt | None | TNA | N/A | |||
3 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
4 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
5 | If you are an Institutional Investor as defined in Regulation 1 of the Supervision Financial Services Regulations 2009 or a Manager of a Joint Investment Trust Fund as defined in the Joint Investment Trust Law, 1994, vote FOR. Otherwise, vote against. | Mgmt | None | TNA | N/A | |||
Mizrahi Tefahot Bank Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MZTF | CINS M7031A135 | 12/21/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Israel | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Discuss Financial Statements and the Report of the Board | Mgmt | N/A | TNA | N/A | |||
2 | Reappoint Brightman Almagor Zohar & Co. as Auditors and Report on Fees Paid to the Auditors | Mgmt | For | TNA | N/A | |||
3 | Reelect Moshe Vidman as Director | Mgmt | For | TNA | N/A | |||
4 | Reelect Ron Gazit as Director | Mgmt | For | TNA | N/A | |||
5 | Reelect Jonathan Kaplan as Director | Mgmt | For | TNA | N/A | |||
6 | Reelect Avraham Zeldman as Director | Mgmt | For | TNA | N/A | |||
7 | Reelect Ilan Kremer as Director | Mgmt | For | TNA | N/A | |||
8 | Reelect Eli Alroy as Director | Mgmt | For | TNA | N/A | |||
National Australia Bank Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NAB | CINS Q65336119 | 12/16/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Approve the Amendments to the Company's Constitution | Mgmt | For | For | For | |||
3 | Consideration of Financial Report, Directors' Report and Auditor's Report | Mgmt | N/A | N/A | N/A | |||
4 | Elect Philip Chronican as Director | Mgmt | For | For | For | |||
5 | Elect Kathryn Fagg as Director | Mgmt | For | For | For | |||
6 | Elect Douglas McKay as Director | Mgmt | For | For | For | |||
7 | Approve Grant of Deferred Rights to Ross McEwan | Mgmt | For | For | For | |||
8 | Approve Grant of Performance Rights to Ross McEwan | Mgmt | For | For | For | |||
9 | Approve the Amendments to the Company's Constitution - Insert into the Constitution in Clause 8 'General Meetings' the New Sub-clause 8.3A 'Advisory Resolutions' | ShrHoldr | Against | Against | For | |||
10 | Approve Climate Risk Safeguarding | ShrHoldr | Against | Against | For | |||
OCI NV | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
OCI | CINS N6667A111 | 08/19/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Open Meeting | Mgmt | N/A | N/A | N/A | |||
2 | Amend Articles Re: Increase Nominal Value of Shares in the Share Capital and Subsequently Decrease the Nominal Value of Shares in the Share Capital, Combined with a Repayment of Capital | Mgmt | For | For | For | |||
3 | Close Meeting | Mgmt | N/A | N/A | N/A | |||
Rio Tinto Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RIO | CINS G75754104 | 10/25/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Proposed Joint Venture with China Baowu Steel Group Co., Ltd | Mgmt | For | For | For | |||
2 | Approve Any Acquisition or Disposal of a Substantial Asset from or to China Baowu Steel Group Co., Ltd or its Associates Pursuant to a Future Transaction | Mgmt | For | For | For | |||
Singapore Exchange Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
S68 | CINS Y79946102 | 10/06/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Singapore | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Adopt Financial Statements and Directors' and Auditors' Reports | Mgmt | For | For | For | |||
2 | Approve Final Dividend | Mgmt | For | For | For | |||
3 | Approve Directors' Fees to be Paid to the Chairman | Mgmt | For | For | For | |||
4 | Approve Directors' Fees to be Paid to All Directors (Other than the Chief Executive Officer) | Mgmt | For | For | For | |||
5 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
6 | Approve Issuance of Shares Pursuant to the Singapore Exchange Limited Scrip Dividend Scheme | Mgmt | For | For | For | |||
7 | Approve Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights | Mgmt | For | For | For | |||
8 | Authorize Share Repurchase Program | Mgmt | For | For | For | |||
9 | Elect Beh Swan Gin as Director | Mgmt | For | For | For | |||
10 | Elect Chew Gek Khim as Director | Mgmt | For | For | For | |||
11 | Elect Lim Sok Hui as Director | Mgmt | For | For | For | |||
12 | Elect Koh Boon Hwee as Director | Mgmt | For | For | For | |||
13 | Elect Tsien Samuel Nag as Director | Mgmt | For | For | For | |||
Sodexo SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SW | CINS F84941123 | 12/19/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual/Special | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
3 | Approve Allocation of Income and Dividends of EUR 2.40 per Share | Mgmt | For | For | For | |||
4 | Reelect Veronique Laury as Director | Mgmt | For | For | For | |||
5 | Reelect Luc Messier as Director | Mgmt | For | For | For | |||
6 | Reelect Cecile Tandeau de Marsac as Director | Mgmt | For | For | For | |||
7 | Elect Patrice de Talhouet as Director | Mgmt | For | For | For | |||
8 | Appoint Cabinet ERNST & YOUNG AUDIT as Auditor | Mgmt | For | For | For | |||
9 | Approve Remuneration Policy of Chairman and CEO from March 1 to August 31, 2022 | Mgmt | For | For | For | |||
10 | Approve Compensation of Sophie Bellon, Chairman of the Board then Chairman and CEO | Mgmt | For | For | For | |||
11 | Approve Compensation Report of Corporate Officers | Mgmt | For | For | For | |||
12 | Approve Remuneration of Directors in the Aggregate Amount of EUR 1.2 Million | Mgmt | For | For | For | |||
13 | Approve Remuneration Policy of Directors | Mgmt | For | For | For | |||
14 | Approve Remuneration Policy of Chairman of the Board and CEO | Mgmt | For | For | For | |||
15 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Mgmt | For | For | For | |||
16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Mgmt | For | For | For | |||
17 | Authorize Filing of Required Documents/Other Formalities | Mgmt | For | For | For | |||
Sonic Healthcare Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SHL | CINS Q8563C107 | 11/17/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Christine Bennett as Director | Mgmt | For | For | For | |||
2 | Elect Katharine Giles as Director | Mgmt | For | For | For | |||
3 | Approve Remuneration Report | Mgmt | For | For | For | |||
4 | Approve Grant of Options and Performance Rights to Colin Goldschmidt | Mgmt | For | For | For | |||
5 | Approve Grant of Options and Performance Rights to Chris Wilks | Mgmt | For | For | For | |||
South32 Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
S32 | CINS Q86668102 | 10/27/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Approve Grant of Rights to Graham Kerr | Mgmt | For | For | For | |||
3 | Approve Advisory Vote on Climate Change Action Plan | Mgmt | For | For | For | |||
4 | Elect Frank Cooper as Director | Mgmt | For | For | For | |||
5 | Elect Ntombifuthi (Futhi) Mtoba as Director | Mgmt | For | For | For | |||
Telstra Corporation Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TLS | CINS Q8975N105 | 10/11/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Elect Eelco Blok as Director | Mgmt | For | For | For | |||
3 | Elect Craig Dunn as Director | Mgmt | For | For | For | |||
4 | Approve Grant of Restricted Shares to Vicki Brady | Mgmt | For | For | For | |||
5 | Approve Grant of Performance Rights to Vicki Brady | Mgmt | For | For | For | |||
Telstra Corporation Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TLS | CINS Q8975N105 | 10/11/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Court | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Scheme of Arrangement in Relation to the Proposed Restructure of the Telstra Group | Mgmt | For | For | For | |||
Vicinity Centres | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VCX | CINS Q9395F102 | 11/16/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Approve the Increase in Non-Executive Director Fee Pool | Mgmt | For | For | For | |||
3 | Approve Grant of Performance Rights to Grant Kelley | Mgmt | For | For | For | |||
4 | Approve Re-insertion of Partial Takeovers Provisions in the Company Constitution | Mgmt | For | For | For | |||
5 | Approve Re-insertion of Partial Takeovers Provisions in the Trust Constitution | Mgmt | For | For | For | |||
6 | Elect Tiffany Fuller as Director | Mgmt | For | For | For | |||
7 | Elect Michael Hawker as Director | Mgmt | For | For | For | |||
8 | Elect Dion Werbeloff as Director | Mgmt | For | For | For | |||
9 | Elect Georgina Lynch as Director | Mgmt | For | For | For | |||
10 | Elect Trevor Gerber as Director | Mgmt | For | For | For |
Registrant : | Putnam Funds Trust | |||||||
Fund Name : | Putnam Emerging Markets Equity Fund | |||||||
Abu Dhabi Islamic Bank | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ADIB | CINS M0152R102 | 03/06/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Arab Emirates | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Board Report on Company Operations and Financial Position | Mgmt | For | TNA | N/A | |||
2 | Approve Auditors' Report on Company Financial Statements | Mgmt | For | TNA | N/A | |||
3 | Approve Internal Shariah Supervisory Committee Report | Mgmt | For | TNA | N/A | |||
4 | Accept Financial Statements and Statutory Reports | Mgmt | For | TNA | N/A | |||
5 | Approve Dividends of AED 0.489898 Per Share | Mgmt | For | TNA | N/A | |||
6 | Approve Remuneration of Directors | Mgmt | For | TNA | N/A | |||
7 | Approve Discharge of Directors | Mgmt | For | TNA | N/A | |||
8 | Approve Discharge of Auditors | Mgmt | For | TNA | N/A | |||
9 | Ratify Auditors and Fix Their Remuneration for FY 2023 | Mgmt | For | TNA | N/A | |||
10 | Authorize the Board to Issue an Additional Tier 1 Non-Convertible Sukuk of Up to USD 3 Billion and to Determine the Date of the Issuance | Mgmt | For | TNA | N/A | |||
Accton Technology Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2345 | CINS Y0002S109 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Taiwan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | 2022 Business Report And Financial Statement | Mgmt | For | For | For | |||
2 | 2022 Profit Distribution Proposal | Mgmt | For | For | For | |||
3 | Amendments to the Articles of Association of the Company | Mgmt | For | For | For | |||
4 | Amendments to the Procedures for Acquisition and Disposal of Assets of the Company | Mgmt | For | For | For | |||
Advanced Micro Devices, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMD | CUSIP 007903107 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Nora M. Denzel | Mgmt | For | For | For | |||
2 | Elect D. Mark Durcan | Mgmt | For | For | For | |||
3 | Elect Michael P. Gregoire | Mgmt | For | For | For | |||
4 | Elect Joseph A. Householder | Mgmt | For | For | For | |||
5 | Elect John W. Marren | Mgmt | For | For | For | |||
6 | Elect Jon A. Olson | Mgmt | For | For | For | |||
7 | Elect Lisa T. Su | Mgmt | For | For | For | |||
8 | Elect Abhijit Y. Talwalkar | Mgmt | For | For | For | |||
9 | Elect Elizabeth W. Vanderslice | Mgmt | For | For | For | |||
10 | Approval of the 2023 Equity Incentive Plan | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
AIA Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1299 | CINS Y002A1105 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Hong Kong | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect Edmund TSE Sze Wing | Mgmt | For | For | For | |||
6 | Elect Jack SO Chak Kwong | Mgmt | For | For | For | |||
7 | Elect Lawrence LAU Juen-Yee | Mgmt | For | For | For | |||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
11 | Directors' Fees | Mgmt | For | For | For | |||
12 | Amendment to the Share Option Scheme | Mgmt | For | For | For | |||
13 | Adoption of Amended Restricted Share Unit Scheme | Mgmt | For | For | For | |||
14 | Adoption of the Amended Employee Share Purchase Plan | Mgmt | For | For | For | |||
15 | Adoption of the Amended Agency Share Purchase Plan | Mgmt | For | For | For | |||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Alibaba Group Holding Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
9988 | CINS G01719114 | 09/30/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Daniel Yong Zhang | Mgmt | For | Against | Against | |||
2 | Elect Director Daniel Yong Zhang | Mgmt | For | Against | Against | |||
3 | Elect Director Jerry Yang | Mgmt | For | Against | Against | |||
4 | Elect Director Jerry Yang | Mgmt | For | Against | Against | |||
5 | Elect Director Wan Ling Martello | Mgmt | For | Against | Against | |||
6 | Elect Director Wan Ling Martello | Mgmt | For | Against | Against | |||
7 | Elect Director Weijian Shan | Mgmt | For | Against | Against | |||
8 | Elect Director Weijian Shan | Mgmt | For | Against | Against | |||
9 | Elect Director Irene Yun-Lien Lee | Mgmt | For | Against | Against | |||
10 | Elect Director Irene Yun-Lien Lee | Mgmt | For | Against | Against | |||
11 | Elect Director Albert Kong Ping Ng | Mgmt | For | Against | Against | |||
12 | Elect Director Albert Kong Ping Ng | Mgmt | For | Against | Against | |||
13 | Ratify PricewaterhouseCoopers as Auditors | Mgmt | For | For | For | |||
14 | Ratify PricewaterhouseCoopers as Auditors | Mgmt | For | For | For | |||
Alinma Bank | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1150 | CINS M0R35G100 | 04/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | Saudi Arabia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
4 | Auditors' Report | Mgmt | For | For | For | |||
5 | Ratification of Board Acts | Mgmt | For | For | For | |||
6 | Appointment of Auditors and Authority to Set Fees | Mgmt | For | Against | Against | |||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
8 | Directors' Fees | Mgmt | For | For | For | |||
9 | Authority to Pay Interim Dividend | Mgmt | For | For | For | |||
10 | Amendments to Sharia Committee Charter | Mgmt | For | For | For | |||
11 | Amendments to Audit Committee Charter | Mgmt | For | For | For | |||
12 | Approve Social Responsibility Policy | Mgmt | For | For | For | |||
13 | Election of Two Audit Committee Members | Mgmt | For | For | For | |||
14 | Deletion of Article 8 (Subscription in shares) | Mgmt | For | For | For | |||
15 | Amendments to Article 9 (Shares) | Mgmt | For | For | For | |||
16 | Amendments to Article 10 (Shares Trading) | Mgmt | For | For | For | |||
17 | Amendments to Article 13 (Capital Increase) | Mgmt | For | For | For | |||
18 | Amendments to Article 14 (Capital Reduction) | Mgmt | For | For | For | |||
19 | Amendments to Article 15 (Purchase of Shares) | Mgmt | For | For | For | |||
20 | Amendments to Article 18 (Board of Directors) | Mgmt | For | For | For | |||
21 | Amendments to Article 19 (Board Membership Expiration) | Mgmt | For | For | For | |||
22 | Amendments to Article 20 (Board Powers) | Mgmt | For | For | For | |||
23 | Amendments to Article 22 (Executive Committee) | Mgmt | For | For | For | |||
24 | Amendments to Article 23 (Audit Committee) | Mgmt | For | For | For | |||
25 | Amendments to Article 25 (Powers of KMPs) | Mgmt | For | For | For | |||
26 | Amendments to Article 26 (Board Meetings) | Mgmt | For | For | For | |||
27 | Amendments to Article 27 (Board Meetings Quorum) | Mgmt | For | For | For | |||
28 | Amendments to Article 28 (Board Resolutions) | Mgmt | For | For | For | |||
29 | Amendments to Article 29 (Shareholders' Meetings) | Mgmt | For | For | For | |||
30 | Deletion of Article 30 (Shareholders' Meeting Competencies) | Mgmt | For | For | For | |||
31 | Amendments to Article 33 (Convening General Meeting) | Mgmt | For | For | For | |||
32 | Amendments to Article 34 (Shareholders' Meetings Attendance) | Mgmt | For | For | For | |||
33 | Amendments to Article 35 (AGM Quorum) | Mgmt | For | For | For | |||
34 | Amendments to Article 36 (EGM Quorum) | Mgmt | For | For | For | |||
35 | Amendments to Article 38 (Meetings Resolution) | Mgmt | For | For | For | |||
36 | Amendments to Article 39 (Meetings Agenda) | Mgmt | For | For | For | |||
37 | Amendments to Article 40 (Chairing Meetings) | Mgmt | For | For | For | |||
38 | Amendments to Article 42 (Auditor Powers) | Mgmt | For | For | For | |||
39 | Amendments to Article 43 (Fiscal Year) | Mgmt | For | For | For | |||
40 | Amendments to Article 44 (Financial Statements) | Mgmt | For | For | For | |||
41 | Amendments to Article 47 (Liability) | Mgmt | For | For | For | |||
42 | Amendments to Article 48 (Company Losses) | Mgmt | For | For | For | |||
43 | Amendments to Article 51 (Sharia Governance) | Mgmt | For | For | For | |||
44 | Renumbering of Articles | Mgmt | For | For | For | |||
45 | Employee Stock Incentive Plan | Mgmt | For | For | For | |||
46 | Authority to Repurchase Shares Pursuant to Employee Stock Incentive Plan | Mgmt | For | For | For | |||
47 | Board Transactions | Mgmt | For | For | For | |||
48 | Board Transactions (Competing Businesses) | Mgmt | For | For | For | |||
49 | Board Transactions (Anees Ahmed M. Moumina) | Mgmt | For | For | For | |||
50 | Related Party Transactions (Alinma Tokyo Marine Co.) | Mgmt | For | For | For | |||
Anglo American plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AAL | CINS G03764134 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Final Dividend | Mgmt | For | For | For | |||
3 | Elect Magali Anderson | Mgmt | For | For | For | |||
4 | Elect Stuart Chambers | Mgmt | For | For | For | |||
5 | Elect Duncan G. Wanblad | Mgmt | For | For | For | |||
6 | Elect Stephen T. Pearce | Mgmt | For | For | For | |||
7 | Elect Ian R. Ashby | Mgmt | For | For | For | |||
8 | Elect Marcelo H. Bastos | Mgmt | For | For | For | |||
9 | Elect Hilary Maxson | Mgmt | For | For | For | |||
10 | Elect Hixonia Nyasulu | Mgmt | For | For | For | |||
11 | Elect Nonkululeko M.C. Nyembezi | Mgmt | For | For | For | |||
12 | Elect Ian Tyler | Mgmt | For | For | For | |||
13 | Appointment of Auditor | Mgmt | For | For | For | |||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
15 | Remuneration Policy | Mgmt | For | For | For | |||
16 | Remuneration Report | Mgmt | For | For | For | |||
17 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
18 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
20 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
Apollo Hospitals Enterprise Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
508869 | CINS Y0187F138 | 08/25/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Dividend | Mgmt | For | For | For | |||
3 | Reelect Shobana Kamineni as Director | Mgmt | For | For | For | |||
4 | Approve Deloitte Haskins & Sells, LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
5 | Approve Appointment of Prathap C Reddy as Whole Time Director Designated as Executive Chairman | Mgmt | For | For | For | |||
6 | Approve Payment of Remuneration to Prathap C Reddy as Executive Chairman, Preetha Reddy as Executive Vice Chairperson, Suneeta Reddy as Managing Director, Smt.Sangita Reddy as Joint Managing Director and Shobana Kamineni as Executive Vice-Chairperson | Mgmt | For | For | For | |||
7 | Approve Offer or Invitation to Subscribe to Non-Convertible Debentures on Private Placement Basis | Mgmt | For | For | For | |||
8 | Approve Remuneration of Cost Auditors | Mgmt | For | For | For | |||
Arezzo Industria E Comercio S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ARZZ3 | CINS P04508100 | 04/28/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
4 | Directors' Reports | Mgmt | For | TNA | N/A | |||
5 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||
6 | Board Size | Mgmt | For | TNA | N/A | |||
7 | Request Cumulative Voting | Mgmt | N/A | TNA | N/A | |||
8 | Elect Alessandro Giuseppe Carlucci | Mgmt | For | TNA | N/A | |||
9 | Elect Jose Ernesto Beni Bolonha | Mgmt | For | TNA | N/A | |||
10 | Elect Alexandre Cafe Birman | Mgmt | For | TNA | N/A | |||
11 | Elect Guilherme Affonso Ferreira | Mgmt | For | TNA | N/A | |||
12 | Elect Renata Figueiredo de Moraes Vichi | Mgmt | For | TNA | N/A | |||
13 | Elect Rony Meisler | Mgmt | For | TNA | N/A | |||
14 | Elect Juliana Buchaim Correa da Fonseca | Mgmt | For | TNA | N/A | |||
15 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
16 | Proportional Allocation of Cumulative Votes | Mgmt | N/A | TNA | N/A | |||
17 | Allocate Cumulative Votes to Alessandro Giuseppe Carlucci | Mgmt | N/A | TNA | N/A | |||
18 | Allocate Cumulative Votes to Jose Ernesto Beni Bolonha | Mgmt | N/A | TNA | N/A | |||
19 | Allocate Cumulative Votes Alexandre Cafe Birman | Mgmt | N/A | TNA | N/A | |||
20 | Allocate Cumulative Votes to Guilherme Affonso Ferreira | Mgmt | N/A | TNA | N/A | |||
21 | Allocate Cumulative Votes to Renata Figueiredo de Moraes Vichi | Mgmt | N/A | TNA | N/A | |||
22 | Allocate Cumulative Votes to Rony Meisler | Mgmt | N/A | TNA | N/A | |||
23 | Allocate Cumulative Votes to Juliana Buchaim Correa da Fonseca | Mgmt | N/A | TNA | N/A | |||
24 | Request Separate Election for Board Member | Mgmt | N/A | TNA | N/A | |||
25 | Elect Alessandro Giuseppe Carlucci as Board Chair | Mgmt | For | TNA | N/A | |||
26 | Elect Jose Ernesto Beni Bolonha as Board Vice Chair | Mgmt | For | TNA | N/A | |||
27 | Ratify Directors' Independence Status | Mgmt | For | TNA | N/A | |||
28 | Remuneration Policy | Mgmt | For | TNA | N/A | |||
29 | Request Establishment of Supervisory Council | Mgmt | N/A | TNA | N/A | |||
Arezzo Industria E Comercio S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ARZZ3 | CINS P04508100 | 05/29/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Special | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Acquisition Agreement | Mgmt | For | TNA | N/A | |||
3 | Ratification of Appointment of Appraiser | Mgmt | For | TNA | N/A | |||
4 | Valuation Report | Mgmt | For | TNA | N/A | |||
5 | Acquisition (Calcados Vicenza) | Mgmt | For | TNA | N/A | |||
6 | Authority to Issue Shares | Mgmt | For | TNA | N/A | |||
7 | Amendments to Article 5 (Reconciliation of Share Capital) | Mgmt | For | TNA | N/A | |||
8 | Authorization of Legal Formalities | Mgmt | For | TNA | N/A | |||
9 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
ASPEED Technology Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
5274 | CINS Y04044106 | 05/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Taiwan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Adoption Of The 2022 Business Report And Financial Statements | Mgmt | For | For | For | |||
2 | Adoption of the Proposal for Distribution of 2022 Profits | Mgmt | For | For | For | |||
Astrazeneca plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AZN | CINS G0593M107 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Final Dividend | Mgmt | For | For | For | |||
3 | Appointment of Auditor | Mgmt | For | For | For | |||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
5 | Elect Michel Demare | Mgmt | For | For | For | |||
6 | Elect Pascal Soriot | Mgmt | For | For | For | |||
7 | Elect Aradhana Sarin | Mgmt | For | For | For | |||
8 | Elect Philip Broadley | Mgmt | For | For | For | |||
9 | Elect Euan Ashley | Mgmt | For | For | For | |||
10 | Elect Deborah DiSanzo | Mgmt | For | For | For | |||
11 | Elect Diana Layfield | Mgmt | For | For | For | |||
12 | Elect Sherilyn S. McCoy | Mgmt | For | For | For | |||
13 | Elect Tony MOK Shu Kam | Mgmt | For | For | For | |||
14 | Elect Nazneen Rahman | Mgmt | For | For | For | |||
15 | Elect Andreas Rummelt | Mgmt | For | For | For | |||
16 | Elect Marcus Wallenberg | Mgmt | For | For | For | |||
17 | Remuneration Report | Mgmt | For | For | For | |||
18 | Authorisation of Political Donations | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
24 | Adoption of New Articles | Mgmt | For | For | For | |||
B3 S.A. - Brasil Bolsa Balcao | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
B3SA3 | CINS P1909G107 | 04/27/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Special | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Amendments to Articles | Mgmt | For | TNA | N/A | |||
4 | Amendments to Article 3 (Corporate Purpose) | Mgmt | For | TNA | N/A | |||
5 | Amendments to Article 5 (Reconciliation of Share Capital) | Mgmt | For | TNA | N/A | |||
6 | Amendments to Articles 23 and 24 (Election of Directors) | Mgmt | For | TNA | N/A | |||
7 | Amendments to Articles 35 and 37 (Chair Duties) | Mgmt | For | TNA | N/A | |||
8 | Amendments to Article 46 (Audit Committee Composition) | Mgmt | For | TNA | N/A | |||
9 | Amendments to Article 76 (Indemnity) | Mgmt | For | TNA | N/A | |||
10 | Amendments to Articles 23 and 24 (Investiture) | Mgmt | For | TNA | N/A | |||
11 | Amendments to Articles | Mgmt | For | TNA | N/A | |||
12 | Consolidation of Articles | Mgmt | For | TNA | N/A | |||
B3 S.A. - Brasil Bolsa Balcao | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
B3SA3 | CINS P1909G107 | 04/27/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
3 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||
4 | Board Size | Mgmt | For | TNA | N/A | |||
5 | Election of Directors | Mgmt | For | TNA | N/A | |||
6 | Approve Recasting of Votes for Amended Slate | Mgmt | N/A | TNA | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
8 | Proportional Allocation of Cumulative Votes | Mgmt | N/A | TNA | N/A | |||
9 | Allocate Cumulative Votes to Ana Dolores Moura Carneiro de Novaes | Mgmt | N/A | TNA | N/A | |||
10 | Allocate Cumulative Votes to Antonio Carlos Quintella | Mgmt | N/A | TNA | N/A | |||
11 | Allocate Cumulative Votes to Caio Ibrahim David | Mgmt | N/A | TNA | N/A | |||
12 | Allocate Cumulative Votes to Claudia de Souza Ferris | Mgmt | N/A | TNA | N/A | |||
13 | Allocate Cumulative Votes to Claudia Farkouh Prado | Mgmt | N/A | TNA | N/A | |||
14 | Allocate Cumulative Votes to Cristina Anne Betts | Mgmt | N/A | TNA | N/A | |||
15 | Allocate Cumulative Votes to Florian Bartunek | Mgmt | N/A | TNA | N/A | |||
16 | Allocate Cumulative Votes to Guilherme Affonso Ferreira | Mgmt | N/A | TNA | N/A | |||
17 | Allocate Cumulative Votes to Mauricio Machado de Minas | Mgmt | N/A | TNA | N/A | |||
18 | Allocate Cumulative Votes to Pedro Paulo Giubbina Lorenzini | Mgmt | N/A | TNA | N/A | |||
19 | Allocate Cumulative Votes to Rodrigo Guedes Xavier | Mgmt | N/A | TNA | N/A | |||
20 | Remuneration Policy | Mgmt | For | TNA | N/A | |||
21 | Request Establishment of Supervisory Council | Mgmt | N/A | TNA | N/A | |||
22 | Election of Supervisory Council | Mgmt | For | TNA | N/A | |||
23 | Approve Recasting of Votes for Amended Supervisory Council Slate | Mgmt | N/A | TNA | N/A | |||
24 | Supervisory Council Fees | Mgmt | For | TNA | N/A | |||
25 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
B3 S.A. - Brasil Bolsa Balcao | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
B3SA3 | CINS P1909G107 | 06/01/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Special | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Request Cumulative Voting | Mgmt | N/A | TNA | N/A | |||
4 | Election of Directors | Mgmt | For | TNA | N/A | |||
5 | Approve Recasting of Votes for Amended Slate | Mgmt | For | TNA | N/A | |||
6 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
7 | Proportional Allocation of Cumulative Votes | Mgmt | N/A | TNA | N/A | |||
8 | Allocate Cumulative Votes to Ana Dolores Moura Carneiro de Novaes | Mgmt | N/A | TNA | N/A | |||
9 | Allocate Cumulative Votes to Antonio Carlos Quintella | Mgmt | N/A | TNA | N/A | |||
10 | Allocate Cumulative Votes to Caio Ibrahim David | Mgmt | N/A | TNA | N/A | |||
11 | Allocate Cumulative Votes to Claudia de Souza Ferris | Mgmt | N/A | TNA | N/A | |||
12 | Allocate Cumulative Votes to Claudia Farkouh Prado | Mgmt | N/A | TNA | N/A | |||
13 | Allocate Cumulative Votes to Cristina Anne Betts | Mgmt | N/A | TNA | N/A | |||
14 | Allocate Cumulative Votes to Florian Bartunek | Mgmt | N/A | TNA | N/A | |||
15 | Allocate Cumulative Votes to Guilherme Affonso Ferreira | Mgmt | N/A | TNA | N/A | |||
16 | Allocate Cumulative Votes to Mauricio Machado de Minas | Mgmt | N/A | TNA | N/A | |||
17 | Allocate Cumulative Votes to Pedro Paulo Giubbina Lorenzini | Mgmt | N/A | TNA | N/A | |||
18 | Allocate Cumulative Votes to Rodrigo Guedes Xavier | Mgmt | N/A | TNA | N/A | |||
19 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
Banco BTG Pactual SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BPAC11 | CINS P1R8ZJ253 | 09/23/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Partial Spin-Off of Banco Sistema S.A. and Absorption of Partial Spun-Off Assets Without Capital Increase | Mgmt | For | TNA | N/A | |||
2 | Ratify RSM ACAL Auditores Independentes S/S as Independent Firm to Appraise Proposed Transaction | Mgmt | For | TNA | N/A | |||
3 | Approve Agreement for Partial Spin-Off of Banco Sistema S.A. and Absorption of Partial Spun-Off Assets Without Capital Increase, and Approve Independent Firm's Appraisal | Mgmt | For | TNA | N/A | |||
4 | Authorize Board to Ratify and Execute Approved Resolutions | Mgmt | For | TNA | N/A | |||
BYD Co Ltd | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1211 | CINS Y1023R104 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Directors' Report | Mgmt | For | For | For | |||
3 | Supervisors' Report | Mgmt | For | For | For | |||
4 | Accounts and Reports | Mgmt | For | For | For | |||
5 | Annual Report | Mgmt | For | For | For | |||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
7 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
8 | Authority to Give Guarantees | Mgmt | For | Against | Against | |||
9 | Approval of Cap of Ordinary Connected Transactions | Mgmt | For | For | For | |||
10 | Authority to Issue H Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
11 | Authority to Issue Shares of BYD Electronic w/o Preemptive Rights | Mgmt | For | For | For | |||
12 | Authority to Issue Domestic and Overseas Debt Financing Instruments | Mgmt | For | For | For | |||
13 | Liability Insurance | Mgmt | For | Against | Against | |||
14 | Compliance Manual in Relation to Connected Transactions | Mgmt | For | For | For | |||
Centre Testing International Group Co Ltd | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
300012 | CINS Y1252N105 | 05/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Annual Report | Mgmt | For | For | For | |||
2 | Directors' Report | Mgmt | For | For | For | |||
3 | Supervisors' Report | Mgmt | For | For | For | |||
4 | Annual Accounts | Mgmt | For | For | For | |||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
6 | Reappointment of Auditor | Mgmt | For | For | For | |||
7 | Amendments to Articles | Mgmt | For | For | For | |||
Centre Testing International Group Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
300012 | CINS Y1252N105 | 09/21/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Liu Zhiquan as Independent Director | Mgmt | For | Against | Against | |||
2 | Elect Wan Feng as Director | Mgmt | For | Against | Against | |||
3 | Elect Shentu Xianzhong as Director | Mgmt | For | Against | Against | |||
4 | Elect Qian Feng as Director | Mgmt | For | Against | Against | |||
5 | Elect Liu Jidi as Director | Mgmt | For | Against | Against | |||
6 | Amend Articles of Association | Mgmt | For | Against | Against | |||
7 | Elect Cheng Haijin as Director | Mgmt | For | Against | Against | |||
8 | Elect Zeng Fanli as Director | Mgmt | For | Against | Against | |||
9 | Elect Liu Zhiquan as Director | Mgmt | For | Against | Against | |||
10 | Elect Chen Weiming as Supervisor | Mgmt | For | For | For | |||
11 | Elect Du Xuezhi as Supervisor | Mgmt | For | For | For | |||
12 | Approve Allowance Standards of Directors | Mgmt | For | For | For | |||
China Mengniu Dairy Company Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2319 | CINS G21096105 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect Jeffrey LU Minfang and Approve Fees | Mgmt | For | Against | Against | |||
6 | Elect Simon Dominic Stevens and Approve Fees | Mgmt | For | Against | Against | |||
7 | Elect GE Jun and Approve Fees | Mgmt | For | Against | Against | |||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
9 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
11 | Amendments to Articles (Core Standards) | Mgmt | For | For | For | |||
12 | Amendments to Articles (Other Amendments) | Mgmt | For | For | For | |||
13 | Adoption of the New Memorandum and Articles of Association | Mgmt | For | For | For | |||
China Resources Gas Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1193 | CINS G2113B108 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Bermuda | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect WANG Chuandong | Mgmt | For | Against | Against | |||
6 | Elect GE Bin | Mgmt | For | Against | Against | |||
7 | Elect HE Youdong | Mgmt | For | Against | Against | |||
8 | Elect WONG Tak Shing | Mgmt | For | Against | Against | |||
9 | Elect YANG Yuchuan | Mgmt | For | Against | Against | |||
10 | Directors' Fees | Mgmt | For | For | For | |||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
12 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | |||
13 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
14 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | |||
Dino Polska SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DNP | CINS X188AF102 | 06/26/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Poland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | TNA | N/A | |||
6 | Election of Presiding Chair | Mgmt | For | TNA | N/A | |||
7 | Compliance with Rules of Convocation | Mgmt | For | TNA | N/A | |||
8 | Agenda | Mgmt | For | TNA | N/A | |||
9 | Presentation of Management Board Activity Report | Mgmt | For | TNA | N/A | |||
10 | Presentation of Financial Statements | Mgmt | For | TNA | N/A | |||
11 | Presentation of Allocation of Profits Proposal | Mgmt | For | TNA | N/A | |||
12 | Presentation of Supervisory Board Activity Report | Mgmt | For | TNA | N/A | |||
13 | Presentation of Supervisory Board Report (Company's Activity; Financial Statements; Allocation of Profits) | Mgmt | For | TNA | N/A | |||
14 | Presentation of Motion to Approve Management Board Report | Mgmt | For | TNA | N/A | |||
15 | Presentation of Motion to Approve Accounts and Reports | Mgmt | For | TNA | N/A | |||
16 | Presentation of Motion to Approve Accounts and Reports (Consolidated) | Mgmt | For | TNA | N/A | |||
17 | Presentation of Motion to Approve Allocation of Profits | Mgmt | For | TNA | N/A | |||
18 | Presentation of Motion to Ratify Management and Supervisory Board Acts | Mgmt | For | TNA | N/A | |||
19 | Management Board Report | Mgmt | For | TNA | N/A | |||
20 | Financial Statements | Mgmt | For | TNA | N/A | |||
21 | Financial Statements (Consolidated) | Mgmt | For | TNA | N/A | |||
22 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||
23 | Ratify Michal Krauze | Mgmt | For | TNA | N/A | |||
24 | Ratify Michal Muskala | Mgmt | For | TNA | N/A | |||
25 | Ratify Izabela Biadala | Mgmt | For | TNA | N/A | |||
26 | Ratify Piotr Scigala | Mgmt | For | TNA | N/A | |||
27 | Ratify Tomasz Biernacki | Mgmt | For | TNA | N/A | |||
28 | Ratify Eryk Bajer | Mgmt | For | TNA | N/A | |||
29 | Ratify Slawomir Jakszuk | Mgmt | For | TNA | N/A | |||
30 | Ratify Piotr Nowjalis | Mgmt | For | TNA | N/A | |||
31 | Ratify Maciej Polanowski | Mgmt | For | TNA | N/A | |||
32 | Remuneration Report | Mgmt | For | TNA | N/A | |||
Dixon Technologies (India) Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
540699 | CINS Y2R8Y5112 | 08/23/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Final Dividend | Mgmt | For | For | For | |||
3 | Reelect Atul B. Lall as Director | Mgmt | For | For | For | |||
4 | Approve Remuneration of Cost Auditors | Mgmt | For | For | For | |||
5 | Approve Continuation of Office of Manuji Zarabi as Non-Executive Independent Director | Mgmt | For | For | For | |||
6 | Approve Loans, Investments, Guarantee or Security to Subsidiary Companies, Joint Venture Companies and Other Associates | Mgmt | For | Against | Against | |||
7 | Approve Remuneration Payable to Sunil Vachani as Executive Chairman and Whole Time Director | Mgmt | For | For | For | |||
8 | Approve Grant of Stock Options to the Employees of Associate Companies, Including Joint Venture Companies Under Dixon Technologies (India) Limited - Employees Stock Option Plan, 2018 and Employee Stock Option Plan, 2020 | Mgmt | For | Against | Against | |||
E Ink Holdings Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
8069 | CINS Y2266Z100 | 06/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Taiwan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Johnson LEE | Mgmt | For | For | For | |||
4 | Elect GAN FY | Mgmt | For | For | For | |||
5 | Elect Luke CHEN | Mgmt | For | For | For | |||
6 | Elect Sylvia CHENG | Mgmt | For | For | For | |||
7 | Elect CHU Po-Young | Mgmt | For | For | For | |||
8 | Elect SU Huey-Jen | Mgmt | For | For | For | |||
9 | Elect YANG Chang-Mou | Mgmt | For | For | For | |||
10 | Non-compete Restrictions for Directors | Mgmt | For | For | For | |||
Faraday Technology Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
3035 | CINS Y24101100 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Taiwan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | 2022 Accounts and Reports | Mgmt | For | For | For | |||
2 | 2022 Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Ratification of Board Acts | Mgmt | For | For | For | |||
4 | Amendments to Article | Mgmt | For | For | For | |||
Fertiglobe Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FERTIGLOBE | CINS M4169A102 | 09/29/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Ordinary Shareholders | United Arab Emirates | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Authorize Chairman of the Meeting to Appoint a Secretary and Vote Collector to the Meeting | Mgmt | For | TNA | N/A | |||
2 | Approve Dividends of AED 0.33 per Share for First Half of FY 2022 | Mgmt | For | TNA | N/A | |||
3 | Authorize Board or Any Authorized Person to Ratify and Execute Approved Resolutions | Mgmt | For | TNA | N/A | |||
Grupo Financiero Banorte SAB de CV | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GFNORTEO | CINS P49501201 | 11/29/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Mexico | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Incorporation of Banco Bineo S.A., Institucion de Banca Multiple, Grupo Financiero Banorte as Financial Entity Member of Grupo Financiero Banorte S.A.B. de C.V. | Mgmt | For | For | For | |||
2 | Amend Article 2 Re: Incorporation of Banco Bineo S.A., Institucion de Banca Multiple, Grupo Financiero Banorte as Financial Entity Member of Grupo Financiero Banorte S.A.B. de C.V. | Mgmt | For | For | For | |||
3 | Resolutions of Previous Item 1.1 of this Agenda will be Subject to Approval from Corresponding Regulatory Authorities | Mgmt | For | For | For | |||
4 | Approve Modifications of Sole Responsibility Agreement | Mgmt | For | For | For | |||
5 | Resolutions of Previous Item 2.1 of this Agenda will be Subject to Approval from Corresponding Regulatory Authorities | Mgmt | For | For | For | |||
6 | Authorize Board to Ratify and Execute Approved Resolutions | Mgmt | For | For | For | |||
Grupo Financiero Banorte SAB de CV | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GFNORTEO | CINS P49501201 | 11/29/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Ordinary Shareholders | Mexico | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Cash Dividends of MXN 5.81 Per Share | Mgmt | For | For | For | |||
2 | Approve Dividend to Be Paid on Dec. 8, 2022 | Mgmt | For | For | For | |||
3 | Set Aggregate Nominal Amount of Share Repurchase Reserve | Mgmt | For | For | For | |||
4 | Authorize Board to Ratify and Execute Approved Resolutions | Mgmt | For | For | For | |||
Grupo Financiero Banorte, S.A.B. de C.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GFNORTE | CINS P49501201 | 04/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Mexico | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | CEO's Report and Financial Statements | Mgmt | For | For | For | |||
2 | Report of the Board on the Accounting Policies | Mgmt | For | For | For | |||
3 | Report of the Board on Operations and Activities | Mgmt | For | For | For | |||
4 | Report of the Audit and Corporate Governance Commitees' Operations and Activities | Mgmt | For | For | For | |||
5 | Ratification of Board, CEO and Audit and Corporate Governance Committee's Acts | Mgmt | For | For | For | |||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
8 | Elect Carlos Hank Gonzalez | Mgmt | For | For | For | |||
9 | Elect Juan Antonio Gonzalez Moreno | Mgmt | For | For | For | |||
10 | Elect David Villarreal Montemayor | Mgmt | For | For | For | |||
11 | Elect Jose Marcos Ramirez Miguel | Mgmt | For | For | For | |||
12 | Elect Carlos de la Isla Corry | Mgmt | For | For | For | |||
13 | Elect Everardo Elizondo Almaguer | Mgmt | For | For | For | |||
14 | Elect Alicia Alejandra Lebrija Hirschfeld | Mgmt | For | For | For | |||
15 | Elect Clemente Ismael Reyes-Retana Valdes | Mgmt | For | For | For | |||
16 | Elect Mariana Banos Reynaud | Mgmt | For | For | For | |||
17 | Elect Federico Carlos Fernandez Senderos | Mgmt | For | For | For | |||
18 | Elect David Penaloza Alanis | Mgmt | For | For | For | |||
19 | Elect Jose Antonio Chedraui Eguia | Mgmt | For | Against | Against | |||
20 | Elect Alfonso de Angoitia Noriega | Mgmt | For | Against | Against | |||
21 | Elect Thomas Stanley Heather Rodriguez | Mgmt | For | For | For | |||
22 | Elect Graciela Gonzalez Moreno (alternate) | Mgmt | For | For | For | |||
23 | Elect Juan Antonio Gonzalez Marcos (alternate) | Mgmt | For | For | For | |||
24 | Elect Alberto Halabe Hamui (alternate) | Mgmt | For | For | For | |||
25 | Elect Gerardo Salazar Viezca (alternate) | Mgmt | For | For | For | |||
26 | Elect Alberto Perez-Jacome Friscione (alternate) | Mgmt | For | For | For | |||
27 | Elect Diego Martinez Rueda-Chapital (alternate) | Mgmt | For | For | For | |||
28 | Elect Roberto Kelleher Vales (alternate) | Mgmt | For | For | For | |||
29 | Elect Cecilia Goya de Riviello Meade (alternate) | Mgmt | For | For | For | |||
30 | Elect Jose Maria Garza Trevino (alternate) | Mgmt | For | For | For | |||
31 | Elect Manuel Francisco Ruiz Camero (alternate) | Mgmt | For | For | For | |||
32 | Elect Carlos Cesarman Kolteniuk (alternate) | Mgmt | For | For | For | |||
33 | Elect Humberto Tafolla Nunez (alternate) | Mgmt | For | For | For | |||
34 | Elect Carlos Phillips Margain (alternate) | Mgmt | For | For | For | |||
35 | Elect Ricardo Maldonado Yanez (alternate) | Mgmt | For | For | For | |||
36 | Elect Hector Avila Flores as Board Secretary | Mgmt | For | For | For | |||
37 | Authority to Exempt Directors from Providing Own Indemnification | Mgmt | For | For | For | |||
38 | Directors' Fees | Mgmt | For | For | For | |||
39 | Election of Thomas Stanley Heather Rodriguez as Audit and Corporate Governance Committee Chair | Mgmt | For | For | For | |||
40 | Report on the Company's Repurchase Program | Mgmt | For | For | For | |||
41 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
42 | Consolidation of Articles | Mgmt | For | For | For | |||
43 | Election of Meeting Delegates | Mgmt | For | For | For | |||
Grupo Financiero Banorte, S.A.B. de C.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GFNORTE | CINS P49501201 | 06/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Ordinary | Mexico | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Interim Dividend | Mgmt | For | For | For | |||
2 | Set Dividend Payment Date | Mgmt | For | For | For | |||
3 | Election of Meeting Delegates | Mgmt | For | For | For | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Gujarat Fluorochemicals Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
542812 | CINS Y4R879102 | 11/19/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jay Mohanlal Shah as Director and Approve Appointment of Jay Mohanlal Shah as Whole-Time Director | Mgmt | For | For | For | |||
H World Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HTHT | CUSIP 44332N106 | 06/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
2 | Amended and Restated Articles of Association | Mgmt | For | For | For | |||
3 | Ratification of Board Acts | Mgmt | For | For | For | |||
Hangzhou Tigermed Consulting Co Ltd | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
300347 | CINS Y3043G118 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | 2022 Annual Report and its Summary and Annual Performance Announcement | Mgmt | For | For | For | |||
3 | 2022 Directors' Report | Mgmt | For | For | For | |||
4 | 2022 Supervisors' Report | Mgmt | For | For | For | |||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
6 | 2022 Accounts and Reports | Mgmt | For | For | For | |||
7 | Appointment of Auditor | Mgmt | For | For | For | |||
8 | Approval of Line of Credit | Mgmt | For | For | For | |||
9 | Use of Idle Funds to Purchase Wealth Management Products | Mgmt | For | For | For | |||
10 | Directors' Fees | Mgmt | For | For | For | |||
11 | Supervisors' Fees | Mgmt | For | For | For | |||
12 | Approval of The Company's Subsidiary to Issue Stock Options | Mgmt | For | For | For | |||
13 | General Mandate for Board Authorization to Issue H Shares | Mgmt | For | For | For | |||
14 | General Mandate for Board Authorization to Repurchase H Shares | Mgmt | For | For | For | |||
15 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
16 | Elect YE Xiaoping | Mgmt | For | For | For | |||
17 | Elect CAO Xiaochun | Mgmt | For | For | For | |||
18 | Elect WU Hao | Mgmt | For | For | For | |||
19 | Elect WEN Zengyu | Mgmt | For | For | For | |||
20 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
21 | Elect YANG Bo | Mgmt | For | For | For | |||
22 | Elect Kenneth LIU Kai Yu / LIAO Qiyu | Mgmt | For | For | For | |||
23 | Elect YUAN Huagang | Mgmt | For | For | For | |||
24 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
25 | Elect CHEN Zhimin | Mgmt | For | For | For | |||
26 | Elect ZHANG Binghui | Mgmt | For | Against | Against | |||
Hangzhou Tigermed Consulting Co Ltd | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
300347 | CINS Y3043G118 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Other | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | General Mandate for Board Authorization to Repurchase H Shares | Mgmt | For | For | For | |||
Hansol Chemical Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
014680 | CINS Y3064E109 | 03/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2 | Amend Articles of Incorporation | Mgmt | For | For | For | |||
3 | Elect Lee Won-jun as Outside Director | Mgmt | For | Against | Against | |||
4 | Elect Lee Won-jun as a Member of Audit Committee | Mgmt | For | For | For | |||
5 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | Against | Against | |||
ICICI Bank Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
532174 | CINS Y3860Z132 | 08/30/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Dividend | Mgmt | For | For | For | |||
3 | Reelect Sandeep Batra as Director | Mgmt | For | For | For | |||
4 | Approve MSKA & Associates, Chartered Accountants as Joint Statutory Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
5 | Approve KKC & Associates LLP, Chartered Accountants as Joint Statutory Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
6 | Reelect Neelam Dhawan as Director | Mgmt | For | For | For | |||
7 | Reelect Uday Chitale as Director | Mgmt | For | For | For | |||
8 | Reelect Radhakrishnan Nair as Director | Mgmt | For | For | For | |||
9 | Elect Rakesh Jha as Director | Mgmt | For | For | For | |||
10 | Approve Appointment and Remuneration of Rakesh Jha as Whole Time Director Designated as Executive Director | Mgmt | For | For | For | |||
11 | Approve Revision in the Remuneration of Sandeep Bakhshi as Managing Director & ChiefExecutive Officer (MD & CEO) | Mgmt | For | For | For | |||
12 | Approve Revision in the Remuneration of Anup Bagchi as Executive Director | Mgmt | For | For | For | |||
13 | Approve Revision in the Remuneration of Sandeep Batra as Executive Director | Mgmt | For | For | For | |||
14 | Approve Revision in the Remuneration of Vishakha Mulye as Erstwhile Executive Director | Mgmt | For | For | For | |||
15 | Approve Material Related Party Transactions for Current Account Deposits | Mgmt | For | For | For | |||
16 | Approve Material Related Party Transactions for Subscription of Securities Issued by Related Parties and Purchase of Securities from Related Parties | Mgmt | For | For | For | |||
17 | Approve Material Related Party Transactions for Sale of Securities to Related Parties | Mgmt | For | For | For | |||
18 | Approve Material Related Party Transactions for Fund Based and Non-Fund Based Credit Facilities | Mgmt | For | For | For | |||
19 | Approve Material Related Party Transactions for Repurchase Transactions and Other Permitted Short-Term Borrowing Transactions | Mgmt | For | For | For | |||
20 | Approve Material Related Party Transactions for Reverse Repurchase Transactions and Other Permitted Short-Term Lending Transactions | Mgmt | For | For | For | |||
21 | Approve Material Related Party Transactions for Availing Manpower Services for Certain Activities of the Bank | Mgmt | For | For | For | |||
22 | Approve Material Related Party Transactions for Availing Insurance Services | Mgmt | For | For | For | |||
23 | Approve and Adopt ICICI Bank Employees Stock Unit Scheme - 2022 | Mgmt | For | Against | Against | |||
24 | Approve Grant of Units to Eligible Employees of Select Unlisted Wholly Owned Subsidiaries Under ICICI Bank Employees Stock Unit Scheme - 2022 | Mgmt | For | Against | Against | |||
International Container Terminal Services, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ICT | CINS Y41157101 | 04/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Philippines | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Call To Order | Mgmt | For | For | For | |||
2 | Determination Of Existence Of Quorum | Mgmt | For | For | For | |||
3 | Meeting Minutes | Mgmt | For | For | For | |||
4 | Chairman's Report | Mgmt | For | For | For | |||
5 | Accounts and Reports | Mgmt | For | For | For | |||
6 | Ratification of Board Acts | Mgmt | For | For | For | |||
7 | Elect Enrique K. Razon Jr. | Mgmt | For | For | For | |||
8 | Elect Cesar A. Buenaventura | Mgmt | For | For | For | |||
9 | Elect Carlos C. Ejercito | Mgmt | For | For | For | |||
10 | Elect Diosdado M. Peralta | Mgmt | For | For | For | |||
11 | Elect Jose C. Ibazeta | Mgmt | For | For | For | |||
12 | Elect Stephen George A. Paradies | Mgmt | For | For | For | |||
13 | Elect Andres Soriano III | Mgmt | For | For | For | |||
14 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
15 | Transaction of Other Business | Mgmt | For | Against | Against | |||
16 | Right to Adjourn Meeting | Mgmt | For | For | For | |||
KB Financial Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
105560 | CINS Y46007103 | 03/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2 | Amend Articles of Incorporation | Mgmt | For | For | For | |||
3.1 | Elect Kwon Seon-ju as Outside Director | Mgmt | For | For | For | |||
3.2 | Elect Cho Hwa-jun as Outside Director | Mgmt | For | For | For | |||
3.3 | Elect Oh Gyu-taek as Outside Director | Mgmt | For | For | For | |||
3.4 | Elect Yeo Jeong-seong as Outside Director | Mgmt | For | For | For | |||
3.5 | Elect Kim Seong-yong as Outside Director | Mgmt | For | For | For | |||
4 | Elect Kim Gyeong-ho as Outside Director to Serve as an Audit Committee Member | Mgmt | For | For | For | |||
5.1 | Elect Kwon Seon-ju as a Member of Audit Committee | Mgmt | For | For | For | |||
5.2 | Elect Cho Hwa-jun as a Member of Audit Committee | Mgmt | For | For | For | |||
5.3 | Elect Kim Seong-yong as a Member of Audit Committee | Mgmt | For | For | For | |||
6 | Approve Terms of Retirement Pay | Mgmt | For | For | For | |||
7 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
8 | Amend Articles of Incorporation (Shareholder Proposal) | ShrHoldr | Against | Against | For | |||
9 | Elect Lim Gyeong-jong as Outside Director (Shareholder Proposal) | ShrHoldr | Against | Against | For | |||
KEI Industries Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
517569 | CINS Y4640F123 | 03/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Reelect Sadhu Ram Bansal as Director | Mgmt | For | Against | Against | |||
KEI Industries Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
517569 | CINS Y4640F123 | 09/07/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Confirm Interim Dividend as Final Dividend | Mgmt | For | For | For | |||
3 | Reelect Akshit Diviaj Gupta as Director | Mgmt | For | Against | Against | |||
4 | Approve Pawan Shubham & Co., Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
5 | Approve Remuneration of Cost Auditors | Mgmt | For | For | For | |||
6 | Approve Increase in Remuneration of Vedika Gupta as General Manager (Procurement) and Holding an Office or Place of Profit in the Company | Mgmt | For | Against | Against | |||
7 | Amend Articles of Association | Mgmt | For | For | For | |||
8 | Adopt Memorandum of Association | Mgmt | For | For | For | |||
Leeno Industrial Inc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
058470 | ISIN KR7058470006 | 03/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Korea, Republic of | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | For | For | |||
2 | Elect CHOI Yong Ki | Mgmt | For | Against | Against | |||
3 | Elect CHONG Byeong Jun | Mgmt | For | Against | Against | |||
4 | Elect NO Eui Chul | Mgmt | For | Against | Against | |||
5 | Election of Corporate Auditors | Mgmt | For | For | For | |||
6 | Directors' Fees | Mgmt | For | For | For | |||
7 | Corporate Auditors' Fees | Mgmt | For | For | For | |||
Li Ning Company Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2331 | CINS G5496K124 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect WANG Yajuan | Mgmt | For | Against | Against | |||
6 | Elect WANG Ya Fei | Mgmt | For | Against | Against | |||
7 | Elect Bunny CHAN Chung Bun | Mgmt | For | Against | Against | |||
8 | Directors' Fees | Mgmt | For | For | For | |||
9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | |||
11 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
12 | Amendments to Articles | Mgmt | For | Against | Against | |||
Li Ning Company Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2331 | CINS G5496K124 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Adoption of the 2023 Share Option Scheme and Termination of the 2014 Share Option Scheme | Mgmt | For | Against | Against | |||
4 | Adoption of the 2023 Share Award Scheme | Mgmt | For | Against | Against | |||
Lvmh Moet Hennessy Vuitton SE | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MC | CINS F58485115 | 04/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
9 | Accounts and Reports | Mgmt | For | For | For | |||
10 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
11 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
12 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||
13 | Elect Delphine Arnault | Mgmt | For | For | For | |||
14 | Elect Antonio Belloni | Mgmt | For | For | For | |||
15 | Elect Marie-Josee Kravis | Mgmt | For | For | For | |||
16 | Elect Marie-Laure Sauty de Chalon | Mgmt | For | For | For | |||
17 | Elect Natacha Valla | Mgmt | For | For | For | |||
18 | Elect Laurent Mignon | Mgmt | For | Against | Against | |||
19 | Elect Lord Powell of Bayswater as Censor | Mgmt | For | Against | Against | |||
20 | Elect Diego Della Valle as Censor | Mgmt | For | Against | Against | |||
21 | 2022 Remuneration Report | Mgmt | For | Against | Against | |||
22 | 2022 Remuneration of Bernard Arnault, Chair and CEO | Mgmt | For | Against | Against | |||
23 | 2022 Remuneration of Antonio Belloni, Deputy CEO | Mgmt | For | Against | Against | |||
24 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
25 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | Against | Against | |||
26 | 2023 Remuneration Policy (Deputy CEO) | Mgmt | For | Against | Against | |||
27 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
28 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
29 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
30 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
31 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
32 | Authority to Issue Shares and Convertible Debt Through Private Placement (Qualified Investors) | Mgmt | For | For | For | |||
33 | Greenshoe | Mgmt | For | For | For | |||
34 | Authority to Increase Capital in Case of Exchange Offers | Mgmt | For | For | For | |||
35 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
36 | Authority to Grant Stock Options | Mgmt | For | For | For | |||
37 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
38 | Global Ceiling on Capital Increases and Debt Issuances | Mgmt | For | For | For | |||
Max Healthcare Institute Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
543220 | CINS Y5S464109 | 09/26/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Acknowledge Prashant Kumar be not Reappointed as Director | Mgmt | For | For | For | |||
3 | Elect Anil Bhatnagar as Director | Mgmt | For | Against | Against | |||
4 | Approve Payment of Remuneration to Anil Bhatnagar as Non-Executive Non-Independent Director | Mgmt | For | Against | Against | |||
5 | Approve Remuneration of Cost Auditors | Mgmt | For | For | For | |||
6 | Approve Reappointment of Abhay Soi as Chairman and Managing Director | Mgmt | For | Against | Against | |||
7 | Approve Payment of Remuneration of Abhay Soi as Chairman and Managing Director | Mgmt | For | Against | Against | |||
8 | Elect Pranav Amin as Director | Mgmt | For | Against | Against | |||
9 | Approve Payment of Remuneration to Pranav Amin as Non-Executive Independent Director | Mgmt | For | For | For | |||
10 | Approve Max Healthcare Institute Limited - Employee Stock Option Plan 2022 and Grant of Employee Stock Options to the Eligible Employees of the Company | Mgmt | For | Against | Against | |||
11 | Approve Grant of Employee Stock Options under the Max Healthcare Institute Limited - Employee Stock Option Plan 2022 to the Employees of the Holding Company, if any, and/or Subsidiary Company(ies) of the Company | Mgmt | For | Against | Against | |||
12 | Approve Revision in Limits of Loans, Guarantees, Securities and/or Investments to Other Body Corporate | Mgmt | For | For | For | |||
13 | Approve Revision in Borrowing Limit | Mgmt | For | For | For | |||
14 | Approve Revision in Limit on Pledging of Assets for Debt | Mgmt | For | For | For | |||
Meituan Dianping | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
3690 | CINS G59669104 | 06/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Elect Marjorie MUN Tak Yang | Mgmt | For | For | For | |||
5 | Elect WANG Huiwen | Mgmt | Abstain | For | Against | |||
6 | Elect Gordon Robert Halyburton Orr | Mgmt | For | Against | Against | |||
7 | Elect LENG Xuesong | Mgmt | For | Against | Against | |||
8 | Directors' Fees | Mgmt | For | For | For | |||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
12 | Amendment to the Post-IPO Share Option Scheme | Mgmt | For | Against | Against | |||
13 | Amendment to the Post-IPO Share Award Scheme | Mgmt | For | Against | Against | |||
14 | Scheme Limit | Mgmt | For | Against | Against | |||
15 | Service Provider Sublimit | Mgmt | For | Against | Against | |||
16 | Issue of 9,686 Class B Shares to Gordon Robert Halyburton Orr under the Post-IPO Share Award Scheme | Mgmt | For | For | For | |||
17 | Issue of 9,686 Class B Shares to LENG Xuesong under the Post-IPO Share Award Scheme | Mgmt | For | For | For | |||
18 | Issue of 9,686 Class B Shares to Harry SHUM Heung Yeung under the Post-IPO Share Award Scheme | Mgmt | For | For | For | |||
19 | Amendments to Articles | Mgmt | For | For | For | |||
MercadoLibre, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MELI | CUSIP 58733R102 | 06/07/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Susan L. Segal | Mgmt | For | For | For | |||
1.2 | Elect Mario Eduardo Vazquez | Mgmt | For | For | For | |||
1.3 | Elect Alejandro Nicolas Aguzin | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
PetroChina Co. Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
0857 | CINS Y6883Q104 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Directors' Report | Mgmt | For | For | For | |||
3 | Supervisors' Report | Mgmt | For | For | For | |||
4 | Accounts and Reports | Mgmt | For | For | For | |||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
6 | Authority to Declare Interim Dividends | Mgmt | For | For | For | |||
7 | Authority to Give Guarantees | Mgmt | For | For | For | |||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
10 | Elect DAI Houliang | Mgmt | For | For | For | |||
11 | Elect HOU Qijun | Mgmt | For | For | For | |||
12 | Elect DUAN Liangwei | Mgmt | For | For | For | |||
13 | Elect HUANG Yongzhang | Mgmt | For | For | For | |||
14 | Elect REN Lixin | Mgmt | For | For | For | |||
15 | Elect XIE Jun | Mgmt | For | For | For | |||
16 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
17 | Elect CAI Jinyong | Mgmt | For | For | For | |||
18 | Elect Simon JIANG X | Mgmt | For | For | For | |||
19 | Elect ZHANG Laibin | Mgmt | For | For | For | |||
20 | Elect Lusan HUNG Lo Shan | Mgmt | For | For | For | |||
21 | Elect Kevin HO King Lun | Mgmt | For | For | For | |||
22 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
23 | Elect CAI Anhui | Mgmt | For | For | For | |||
24 | Elect XIE Haibing | Mgmt | For | For | For | |||
25 | Elect ZHAO Ying | Mgmt | For | For | For | |||
26 | Elect CAI Yong | Mgmt | For | For | For | |||
27 | Elect JIANG Shangjun | Mgmt | For | For | For | |||
28 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
29 | Authority to Issue Debt Financing Instruments | Mgmt | For | For | For | |||
30 | Amendments to the Rules of Procedures of the Board of Directors | Mgmt | For | For | For | |||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
PetroChina Co. Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
0857 | CINS Y6883Q104 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Other | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Pinduoduo Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PDD | CINS 722304102 | 02/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Lei Chen | Mgmt | For | For | For | |||
2 | Elect Director Anthony Kam Ping Leung | Mgmt | For | For | For | |||
3 | Elect Director Haifeng Lin | Mgmt | For | For | For | |||
4 | Elect Director Qi Lu | Mgmt | For | For | For | |||
5 | Elect Director George Yong-Boon Yeo | Mgmt | For | For | For | |||
6 | Change Company Name to PDD Holdings Inc. | Mgmt | For | For | For | |||
7 | Amend Memorandum and Articles of Association | Mgmt | For | For | For | |||
Ping An Insurance (Group) Company of China, Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2318 | CINS Y69790106 | 05/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Directors' Report | Mgmt | For | For | For | |||
3 | Supervisors' Report | Mgmt | For | For | For | |||
4 | 2022 Annual Report | Mgmt | For | For | For | |||
5 | Accounts and Reports | Mgmt | For | For | For | |||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
7 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
8 | Elect WANG Guangqian | Mgmt | For | Against | Against | |||
9 | Authority to Issue Debt Financing Instruments | Mgmt | For | For | For | |||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | |||
Prada S.p.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1913 | CINS T7733C101 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Italy | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Amendments to By-laws | Mgmt | For | For | For | |||
4 | Accounts and Reports | Mgmt | For | For | For | |||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
6 | Election of Patrizio Bertelli as Chairman | Mgmt | For | For | For | |||
7 | Ratify Co-option of Andrea Bonini | Mgmt | For | For | For | |||
8 | Ratify Co-option of Andrea Guerra | Mgmt | For | For | For | |||
9 | Employment Agreement with the CEO | Mgmt | For | For | For | |||
10 | Directors' Fees | Mgmt | For | For | For | |||
11 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
PT Bank Central Asia Tbk | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BBCA | CINS Y7123P138 | 03/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Indonesia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Annual Report, Financial Statements, Statutory Reports and Discharge of Directors and Commissioners | Mgmt | For | For | For | |||
2 | Approve Allocation of Income and Dividends | Mgmt | For | For | For | |||
3 | Approve Remuneration and Tantiem of Directors and Commissioners | Mgmt | For | For | For | |||
4 | Approve Auditors | Mgmt | For | For | For | |||
5 | Approve Payment of Interim Dividends | Mgmt | For | For | For | |||
6 | Approve Revised Recovery Plan | Mgmt | For | For | For | |||
7 | Approve Resolution Plan | Mgmt | For | For | For | |||
PT Bank Mandiri (Persero) Tbk | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BMRI | CINS Y7123S108 | 03/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Indonesia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Annual Report, Financial Statements, Statutory Reports, Report of the Micro and Small Business Funding Program (PUMK), and Discharge of Directors and Commissioners | Mgmt | For | For | For | |||
2 | Approve Allocation of Income | Mgmt | For | For | For | |||
3 | Approve Remuneration and Tantiem of Directors and Commissioners | Mgmt | For | For | For | |||
4 | Appoint Auditors of the Company and the Micro and Small Business Funding Program (PUMK) | Mgmt | For | For | For | |||
5 | Approve Resolution Plan | Mgmt | For | For | For | |||
6 | Approve Stock Split | Mgmt | For | For | For | |||
7 | Amend Articles of Association | Mgmt | For | Against | Against | |||
8 | Approve Changes in the Boards of the Company | Mgmt | For | Against | Against | |||
PT Sumber Alfaria Trijaya Terbuka | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMRT | CINS Y71362118 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Indonesia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
4 | Change in Term of Office of Board of Commissioners and Directors | Mgmt | For | For | For | |||
5 | Approval of Changes in the Board of Commissioners | Mgmt | For | Against | Against | |||
6 | Approval of Changes in the Board of Directors | Mgmt | For | For | For | |||
7 | Commissioners' Fees | Mgmt | For | For | For | |||
8 | Directors' Fees | Mgmt | For | For | For | |||
PT Vale Indonesia Tbk | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INCO | CINS Y7150Y101 | 05/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Indonesia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect R. Matthew Cherevaty as Director | Mgmt | For | For | For | |||
4 | Elect Rudiantara as Independent Commissioner | Mgmt | For | Against | Against | |||
5 | Directors' and Commissioners' Fees | Mgmt | For | For | For | |||
6 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | Against | Against | |||
PT Vale Indonesia Tbk | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INCO | CINS Y7150Y101 | 12/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Indonesia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Changes in the Board of Commissioners | Mgmt | For | For | For | |||
2 | Approve Remuneration of Commissioners | Mgmt | For | For | For | |||
Reliance Industries Ltd | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RELIANCE | CINS Y72596102 | 05/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Court | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Scheme of Arrangement | Mgmt | For | For | For | |||
Reliance Industries Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
500325 | CINS Y72596102 | 08/29/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Dividend | Mgmt | For | For | For | |||
2 | Reelect Nita M. Ambani as Director | Mgmt | For | For | For | |||
3 | Reelect Hital R. Meswani as Director | Mgmt | For | For | For | |||
4 | Approve Deloitte Haskins & Sells LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
5 | Approve Reappointment and Remuneration of Nikhil R. Meswani as a Whole-time Driector | Mgmt | For | For | For | |||
6 | Elect K. V. Chowdary as Director | Mgmt | For | For | For | |||
7 | Approve Remuneration of Cost Auditors | Mgmt | For | For | For | |||
8 | Amend Object Clause of the Memorandum of Association | Mgmt | For | For | For | |||
9 | Approve Material Related Party Transactions of the Company | Mgmt | For | For | For | |||
10 | Approve Material Related Party Transactions of Subsidiaries of the Company | Mgmt | For | For | For | |||
11 | Accept Standalone Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
12 | Accept Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
Reliance Industries Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
500325 | CINS Y72596102 | 12/30/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect K. V. Kamath as Director | Mgmt | For | For | For | |||
2 | Amend Objects Clause of Memorandum of Association | Mgmt | For | For | For | |||
Samsung Electronics Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
005930 | CINS Y74718100 | 03/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2 | Elect Han Jong-hui as Inside Director | Mgmt | For | For | For | |||
3 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
Samsung Electronics Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
005930 | CINS Y74718100 | 11/03/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Heo Eun-nyeong as Outside Director | Mgmt | For | For | For | |||
2 | Elect Yoo Myeong-hui as Outside Director | Mgmt | For | For | For | |||
Samsung SDI Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
006400 | CINS Y74866107 | 03/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2.1 | Elect Jeon Young-hyeon as Inside Director | Mgmt | For | For | For | |||
2.2 | Elect Kwon Oh-gyeong as Outside Director | Mgmt | For | For | For | |||
2.3 | Elect Kim Deok-hyeon as Outside Director | Mgmt | For | For | For | |||
2.4 | Elect Lee Mi-gyeong as Outside Director | Mgmt | For | For | For | |||
3.1 | Elect Kwon Oh-gyeong as a Member of Audit Committee | Mgmt | For | For | For | |||
3.2 | Elect Lee Mi-gyeong as a Member of Audit Committee | Mgmt | For | For | For | |||
4 | Elect Choi Won-wook as Outside Director to Serve as an Audit Committee Member | Mgmt | For | For | For | |||
5 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
Shenzhen Inovance Technology Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
300124 | CINS Y7744Z101 | 05/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | |||
2 | 2022 Accounts and Reports | Mgmt | For | For | For | |||
3 | 2022 Directors' Report | Mgmt | For | For | For | |||
4 | 2022 Supervisors' Report | Mgmt | For | For | For | |||
5 | 2022 Allocation of Profits/Dividends | Mgmt | For | For | For | |||
6 | 2022 Financial Budget Plan | Mgmt | For | For | For | |||
7 | Appointment of Auditor | Mgmt | For | For | For | |||
8 | Settlement of Projects Financed with Raised Funds and Permanently Replenish Working Capital with the Surplus Raised Funds | Mgmt | For | For | For | |||
9 | Amendments to Articles Bundled | Mgmt | For | For | For | |||
Shenzhen Inovance Technology Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
300124 | CINS Y7744Z101 | 08/12/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Draft and Summary of Stock Option and Performance Share Incentive Plan | Mgmt | For | For | For | |||
2 | Approve Implementation of Methods to Assess the Performance of Plan Participants | Mgmt | For | For | For | |||
3 | Approve Authorization of the Board to Handle All Related Matters | Mgmt | For | For | For | |||
4 | Approve Change the Unlocking Period, Unlocking Ratio and Duration of Long-term Incentive Plan | Mgmt | For | Against | Against | |||
Shenzhen Mindray Bio-Medical Electronics Co. Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
300760 | CINS Y774E3101 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | 2022 Work Report Of The Board Of Directors | Mgmt | For | For | For | |||
2 | 2022 Work Report Of The Supervisory Committee | Mgmt | For | For | For | |||
3 | 2022 Annual Accounts | Mgmt | For | For | For | |||
4 | 2022 Profit Distribution Plan: The Detailed Profit Distribution Plan Are as Follows: 1) Cash Dividend/10 Shares (Tax Included):Cny45.00000000 2) Bonus Issue from Profit (Share/10 Shares):None 3) Bonus Issue from Capital Reserve (Share/10 Shares):None | Mgmt | For | For | For | |||
5 | 2022 Annual Report And Its Summary | Mgmt | For | For | For | |||
6 | 2022 Sustainable Development Report | Mgmt | For | For | For | |||
7 | Reappointment Of 2023 Audit Firm | Mgmt | For | For | For | |||
8 | Amendments To The Articles Of Associations Of The Company | Mgmt | For | Against | Against | |||
9 | Amendments to the Remuneration Management System of Directors, Supervisors and Senior Management | Mgmt | For | For | For | |||
10 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
11 | Elect LI Xiting | Mgmt | For | For | For | |||
12 | Elect XU Hang | Mgmt | For | For | For | |||
13 | Elect CHENG Minghe | Mgmt | For | For | For | |||
14 | Elect WU Hao | Mgmt | For | For | For | |||
15 | Elect GUO Yanmei | Mgmt | For | For | For | |||
16 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
17 | Elect LIANG Huming | Mgmt | For | For | For | |||
18 | Elect ZHOU xianyi | Mgmt | For | For | For | |||
19 | Elect HU Shanrong | Mgmt | For | For | For | |||
20 | Elect GAO Shengping | Mgmt | For | For | For | |||
21 | Elect XU Jing | Mgmt | For | For | For | |||
22 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
23 | Elect TANG Zhi | Mgmt | For | For | For | |||
24 | Elect JI Qiang | Mgmt | For | For | For | |||
Shenzhou International Group Holdings Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2313 | CINS G8087W101 | 05/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect HUANG Guanlin | Mgmt | For | Against | Against | |||
6 | Elect WANG Cunbo | Mgmt | For | Against | Against | |||
7 | Elect ZHANG Bingsheng | Mgmt | For | Against | Against | |||
8 | Directors' Fees | Mgmt | For | For | For | |||
9 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | |||
11 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
12 | Authority to Issue Repurchased Shares | Mgmt | For | Against | Against | |||
13 | Amendments to Articles | Mgmt | For | Against | Against | |||
Shoprite Holdings Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SHP | CINS S76263102 | 11/14/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Africa | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports for the Year Ended 3 July 2022 | Mgmt | For | For | For | |||
2 | Approve Remuneration Policy | Mgmt | For | For | For | |||
3 | Approve Financial Assistance to Subsidiaries, Related and Inter-related Entities | Mgmt | For | For | For | |||
4 | Approve Implementation Report of the Remuneration Policy | Mgmt | For | For | For | |||
5 | Reappoint PricewaterhouseCoopers Inc. as Auditors with J de Villiers as the Individual Registered Auditor | Mgmt | For | For | For | |||
6 | Authorise Repurchase of Issued Share Capital | Mgmt | For | For | For | |||
7 | Elect Graham Dempster as Director | Mgmt | For | Against | Against | |||
8 | Elect Paul Norman as Director | Mgmt | For | Against | Against | |||
9 | Elect Dawn Marole as Director | Mgmt | For | Against | Against | |||
10 | Re-elect Linda de Beer as Member of the Audit and Risk Committee | Mgmt | For | Against | Against | |||
11 | Re-elect Nonkululeko Gobodo as Member of the Audit and Risk Committee | Mgmt | For | Against | Against | |||
12 | Re-elect Eileen Wilton as Member of the Audit and Risk Committee | Mgmt | For | Against | Against | |||
13 | Elect Graham Dempster as Member of the Audit and Risk Committee | Mgmt | For | Against | Against | |||
14 | Place Authorised but Unissued Shares under Control of Directors | Mgmt | For | For | For | |||
15 | Authorise Board to Issue Shares for Cash | Mgmt | For | For | For | |||
16 | Authorise Ratification of Approved Resolutions | Mgmt | For | For | For | |||
17 | Approve Fees of the Chairperson of the Board | Mgmt | For | For | For | |||
18 | Approve Fees of the Lead Independent Director | Mgmt | For | For | For | |||
19 | Approve Fees of the Non-Executive Directors | Mgmt | For | For | For | |||
20 | Approve Fees of the Chairperson of the Audit and Risk Committee | Mgmt | For | For | For | |||
21 | Approve Fees of the Members of the Audit and Risk Committee | Mgmt | For | For | For | |||
22 | Approve Fees of the Chairperson of the Remuneration Committee | Mgmt | For | For | For | |||
23 | Approve Fees of the Members of the Remuneration Committee | Mgmt | For | For | For | |||
24 | Approve Fees of the Chairperson of the Nomination Committee | Mgmt | For | For | For | |||
25 | Approve Fees of the Members of the Nomination Committee | Mgmt | For | For | For | |||
26 | Approve Fees of the Chairperson of the Social and Ethics Committee | Mgmt | For | For | For | |||
27 | Approve Fees of the Members of the Social and Ethics Committee | Mgmt | For | For | For | |||
28 | Approve Fees of the Chairperson of the Investment and Finance Committee | Mgmt | For | For | For | |||
29 | Approve Fees of the Members of the Investment and Finance Committee | Mgmt | For | For | For | |||
Sinbon Electronics Company Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
3023 | CINS Y7989R103 | 05/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Taiwan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Adoption Of The 2022 Business Report And Financial Statements. | Mgmt | For | For | For | |||
2 | Adoption of the Proposal for Distribution of 2022 Profits. Proposed Cash Dividend :Twd 8.5 per Share. | Mgmt | For | For | For | |||
Sun Pharmaceutical Industries Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
524715 | CINS Y8523Y158 | 01/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Sanjay Asher as Director | Mgmt | For | For | For | |||
Taiwan Semiconductor Manufacturing Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2330 | CINS Y84629107 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Taiwan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | 2022 Business Report and Financial Statements | Mgmt | For | For | For | |||
2 | Issuance of Employee Restricted Stock Awards for Year 2023 | Mgmt | For | For | For | |||
3 | Revise the Procedures for Endorsement and Guarantee. | Mgmt | For | For | For | |||
4 | In Order to Reflect the Audit Committee Name Change to the Audit and Risk Committee, To Revise the Name of Audit Committee in four TSMC Policies | Mgmt | For | For | For | |||
Tata Consultancy Services Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
532540 | CINS Y85279100 | 02/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Reelect Pradeep Kumar Khosla as Director | Mgmt | For | Against | Against | |||
Tata Consultancy Services Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TCS | CINS Y85279100 | 06/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Aarthi Subramanian | Mgmt | For | For | For | |||
4 | Elect K. Krithivasan | Mgmt | For | For | For | |||
5 | Appointment of K. Krithivasan (CEO and Managing Director); Approval of Remuneration | Mgmt | For | For | For | |||
6 | Related Party Transactions | Mgmt | For | For | For | |||
Tencent Holdings Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
700 | CINS G87572163 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect Jacobus Petrus (Koos) Bekker | Mgmt | For | Against | Against | |||
6 | Elect ZHANG Xiulan | Mgmt | For | Against | Against | |||
7 | Directors' Fees | Mgmt | For | For | For | |||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | |||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
Tencent Holdings Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
700 | CINS G87572163 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Adoption of 2023 Share Option Scheme | Mgmt | For | Against | Against | |||
4 | Transfer of Share Options | Mgmt | For | Against | Against | |||
5 | Termination of 2017 Share Option Scheme | Mgmt | For | For | For | |||
6 | Scheme Mandate Limit (2023 Share Option Scheme) | Mgmt | For | Against | Against | |||
7 | Service Provider Sub-limit (2023 Share Option Scheme) | Mgmt | For | Against | Against | |||
8 | Adoption of 2023 Share Award Scheme | Mgmt | For | Against | Against | |||
9 | Transfer of Share Awards | Mgmt | For | Against | Against | |||
10 | Termination of Share Award Schemes | Mgmt | For | For | For | |||
11 | Scheme Mandate Limit (2023 Share Award Scheme - Share Award) | Mgmt | For | Against | Against | |||
12 | Scheme Mandate Limit (2023 Share Award Scheme - New Shares Share Award) | Mgmt | For | Against | Against | |||
13 | Service Provider Sub-limit (2023 Share Award Scheme) | Mgmt | For | Against | Against | |||
The Indian Hotels Company Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INDHOTEL | CINS Y3925F147 | 06/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports (Standalone) | Mgmt | For | For | For | |||
2 | Accounts and Reports (Consolidated) | Mgmt | For | For | For | |||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
4 | Elect Natarajan Chandrasekaran | Mgmt | For | For | For | |||
5 | Change in Location of Registers and Records | Mgmt | For | For | For | |||
The Phoenix Mills Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
503100 | CINS Y6973B132 | 09/20/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Standalone Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Accept Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
3 | Approve Dividend | Mgmt | For | For | For | |||
4 | Reelect Shishir Shrivastava as Director | Mgmt | For | Against | Against | |||
5 | Approve DTS & Associates LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
6 | Amend Object Clause of the Memorandum of Association | Mgmt | For | For | For | |||
7 | Approve Payment of Remuneration to Atul Ruia as Non-Executive Chairman | Mgmt | For | Against | Against | |||
8 | Approve Material Related Party Transactions between and/or amongst The Phoenix Mills Limited, its Certain Identified Subsidiaries and Thoth Mall and Commercial Real Estate Private Limited | Mgmt | For | For | For | |||
9 | Approve Material Related Party Transactions between and/or amongst Island Star Mall Developers Private Limited and Alyssum Developers Private Limited, Sparkle One Mall Developers Private Limited | Mgmt | For | Against | Against | |||
10 | Approve Material Related Party Transactions between Offbeat Developers Private Limited, Vamona Developers Private Limited, Graceworks Realty & Leisure Private Limited and Reco Zinnia Private Limited | Mgmt | For | For | For | |||
11 | Approve Material Related Party Transactions between Island Star Mall Developers Pvt Ltd, Mindstone Mall Developers Pvt Ltd, Plutocrat Commercial Real Estate Pvt Ltd and Canada Pension Plan Investment Board and/or CPP Investment Board Pvt Holdings (4) Inc. | Mgmt | For | For | For | |||
12 | Approve Material Related Party Transactions between the Company and Island Star Mall Developers Private Limited and/or Starboard Hotels Private Limited | Mgmt | For | Against | Against | |||
13 | Approve Financial Support Transactions Amongst Subsidiaries/ Associates of the Company | Mgmt | For | Against | Against | |||
TOTVS S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TOTS3 | CINS P92184103 | 04/19/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
3 | Capital Expenditure Budget | Mgmt | For | TNA | N/A | |||
4 | Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||
5 | Remuneration Policy | Mgmt | For | TNA | N/A | |||
6 | Elect Ana Claudia Piedade Silveira dos Reis | Mgmt | For | TNA | N/A | |||
7 | Request Establishment of Supervisory Council | Mgmt | N/A | TNA | N/A | |||
8 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
TOTVS S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TOTS3 | CINS P92184103 | 04/19/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Special | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Amendments to the Long-Term Incentive Plan | Mgmt | For | TNA | N/A | |||
4 | Request Establishment of Supervisory Council | Mgmt | N/A | TNA | N/A | |||
Wal-mart de Mexico S A B de C V | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WALMEX | CINS P98180188 | 03/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Mexico | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Report of the Audit and Corporate Governance Committee | Mgmt | For | For | For | |||
2 | Report of the Board on CEO's Report | Mgmt | For | For | For | |||
3 | Report of the Board of Directors | Mgmt | For | For | For | |||
4 | Report on Employees' Share Plan | Mgmt | For | For | For | |||
5 | Accounts and Reports | Mgmt | For | For | For | |||
6 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
7 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
8 | Election of Directors; Election of Audit and Corporate Governance Committee Chair; Fees | Mgmt | For | Against | Against | |||
9 | Election of Meeting Delegates | Mgmt | For | For | For | |||
10 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A |
Registrant : | Putnam Funds Trust | |||||||
Fund Name : | Putnam Focused Equity Fund | |||||||
AIA Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1299 | CINS Y002A1105 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Hong Kong | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect Edmund TSE Sze Wing | Mgmt | For | For | For | |||
6 | Elect Jack SO Chak Kwong | Mgmt | For | For | For | |||
7 | Elect Lawrence LAU Juen-Yee | Mgmt | For | For | For | |||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
11 | Directors' Fees | Mgmt | For | For | For | |||
12 | Amendment to the Share Option Scheme | Mgmt | For | For | For | |||
13 | Adoption of Amended Restricted Share Unit Scheme | Mgmt | For | For | For | |||
14 | Adoption of the Amended Employee Share Purchase Plan | Mgmt | For | For | For | |||
15 | Adoption of the Amended Agency Share Purchase Plan | Mgmt | For | For | For | |||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Alphabet Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GOOGL | CUSIP 02079K305 | 06/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Larry Page | Mgmt | For | For | For | |||
2 | Elect Sergey Brin | Mgmt | For | For | For | |||
3 | Elect Sundar Pichai | Mgmt | For | For | For | |||
4 | Elect John L. Hennessy | Mgmt | For | For | For | |||
5 | Elect Frances H. Arnold | Mgmt | For | For | For | |||
6 | Elect R. Martin Chavez | Mgmt | For | For | For | |||
7 | Elect L. John Doerr | Mgmt | For | For | For | |||
8 | Elect Roger W. Ferguson, Jr. | Mgmt | For | For | For | |||
9 | Elect Ann Mather | Mgmt | For | Against | Against | |||
10 | Elect K. Ram Shriram | Mgmt | For | For | For | |||
11 | Elect Robin L. Washington | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Amendment to the 2021 Stock Plan | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
16 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Lobbying Activity Alignment with Climate Commitments and the Paris Agreement | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Siting in Countries of Significant Human Rights Concern | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Human Rights Impact Assessment | ShrHoldr | Against | For | Against | |||
22 | Shareholder Proposal Regarding Algorithm Disclosures | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Alignment of YouTube Policies With Legislation | ShrHoldr | Against | Against | For | |||
24 | Shareholder Proposal Regarding Content Governance Report | ShrHoldr | Against | Against | For | |||
25 | Shareholder Proposal Regarding Assessment of Audit and Compliance Committee | ShrHoldr | Against | Against | For | |||
26 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
27 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | |||
28 | Shareholder Proposal Regarding Recapitalization | ShrHoldr | Against | Against | For | |||
Amazon.com, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMZN | CUSIP 023135106 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jeffrey P. Bezos | Mgmt | For | For | For | |||
2 | Elect Andrew R. Jassy | Mgmt | For | For | For | |||
3 | Elect Keith B. Alexander | Mgmt | For | For | For | |||
4 | Elect Edith W. Cooper | Mgmt | For | For | For | |||
5 | Elect Jamie S. Gorelick | Mgmt | For | For | For | |||
6 | Elect Daniel P. Huttenlocher | Mgmt | For | For | For | |||
7 | Elect Judith A. McGrath | Mgmt | For | For | For | |||
8 | Elect Indra K. Nooyi | Mgmt | For | For | For | |||
9 | Elect Jonathan J. Rubinstein | Mgmt | For | For | For | |||
10 | Elect Patricia Q. Stonesifer | Mgmt | For | For | For | |||
11 | Elect Wendell P. Weeks | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Amendment to the 1997 Stock Incentive Plan | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Report on Customer Due Diligence | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | |||
24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | ShrHoldr | Against | Against | For | |||
25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | ShrHoldr | Against | Against | For | |||
27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | |||
28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | ShrHoldr | Against | Against | For | |||
29 | Shareholder Proposal Regarding Formation of Public Policy Committee | ShrHoldr | Against | Against | For | |||
30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | ShrHoldr | Against | Against | For | |||
31 | Shareholder Proposal Regarding Report on Working Conditions | ShrHoldr | Against | Against | For | |||
32 | Shareholder Proposal Regarding Report on Plastic Packaging | ShrHoldr | Against | Against | For | |||
33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | ShrHoldr | Against | Against | For | |||
Apollo Global Management, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
APO | CINS 03769M106 | 10/07/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Marc A. Beilinson | Mgmt | For | Withhold | Against | |||
2 | Elect Director Scott Kleinman | Mgmt | For | Withhold | Against | |||
3 | Elect Director A.B. Krongard | Mgmt | For | Withhold | Against | |||
4 | Elect Director Pauline Richards | Mgmt | For | Withhold | Against | |||
5 | Elect Director Marc Rowan | Mgmt | For | Withhold | Against | |||
6 | Elect Director David Simon | Mgmt | For | Withhold | Against | |||
7 | Elect Director Lynn Swann | Mgmt | For | Withhold | Against | |||
8 | Elect Director James Zelter | Mgmt | For | Withhold | Against | |||
9 | Elect Director James R. Belardi | Mgmt | For | Withhold | Against | |||
10 | Elect Director Jessica Bibliowicz | Mgmt | For | Withhold | Against | |||
11 | Elect Director Walter (Jay) Clayton, III | Mgmt | For | Withhold | Against | |||
12 | Elect Director Michael Ducey | Mgmt | For | Withhold | Against | |||
13 | Elect Director Richard Emerson | Mgmt | For | Withhold | Against | |||
14 | Elect Director Kerry Murphy Healey | Mgmt | For | Withhold | Against | |||
15 | Elect Director Mitra Hormozi | Mgmt | For | Withhold | Against | |||
16 | Elect Director Pamela Joyner | Mgmt | For | Withhold | Against | |||
17 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
Apple Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AAPL | CUSIP 037833100 | 03/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director James Bell | Mgmt | For | For | For | |||
2 | Elect Director Tim Cook | Mgmt | For | For | For | |||
3 | Elect Director Al Gore | Mgmt | For | For | For | |||
4 | Elect Director Alex Gorsky | Mgmt | For | For | For | |||
5 | Elect Director Andrea Jung | Mgmt | For | For | For | |||
6 | Elect Director Art Levinson | Mgmt | For | For | For | |||
7 | Elect Director Monica Lozano | Mgmt | For | For | For | |||
8 | Elect Director Ron Sugar | Mgmt | For | For | For | |||
9 | Elect Director Sue Wagner | Mgmt | For | For | For | |||
10 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
11 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
12 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
13 | Report on Civil Rights and Non-Discrimination Audit | ShrHoldr | Against | Against | For | |||
14 | Report on Operations in Communist China | ShrHoldr | Against | Against | For | |||
15 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | ShrHoldr | Against | Against | For | |||
16 | Report on Median Gender/Racial Pay Gap | ShrHoldr | Against | Against | For | |||
17 | Amend Proxy Access Right | ShrHoldr | Against | Against | For | |||
Applied Materials, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMAT | CUSIP 038222105 | 03/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Rani Borkar | Mgmt | For | For | For | |||
2 | Elect Director Judy Bruner | Mgmt | For | For | For | |||
3 | Elect Director Xun (Eric) Chen | Mgmt | For | For | For | |||
4 | Elect Director Aart J. de Geus | Mgmt | For | For | For | |||
5 | Elect Director Gary E. Dickerson | Mgmt | For | For | For | |||
6 | Elect Director Thomas J. Iannotti | Mgmt | For | For | For | |||
7 | Elect Director Alexander A. Karsner | Mgmt | For | For | For | |||
8 | Elect Director Kevin P. March | Mgmt | For | For | For | |||
9 | Elect Director Yvonne McGill | Mgmt | For | For | For | |||
10 | Elect Director Scott A. McGregor | Mgmt | For | For | For | |||
11 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
12 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||
14 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | ShrHoldr | Against | Against | For | |||
15 | Improve Executive Compensation Program and Policy | ShrHoldr | Against | Against | For | |||
Ascendis Pharma A/S | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ASND | CUSIP 04351P101 | 05/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Election of Presiding Chair | Mgmt | For | For | For | |||
2 | Presentation of Accounts and Reports | Mgmt | For | For | For | |||
3 | Accounts and Reports; Ratification of Board and Management Acts | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect Jan Moller Mikkelsen | Mgmt | For | For | For | |||
6 | Elect Lisa Bright | Mgmt | For | For | For | |||
7 | Elect William Carl Fairey, Jr. | Mgmt | For | For | For | |||
8 | Elect Siham Imani | Mgmt | For | For | For | |||
9 | Appointment of Auditor | Mgmt | For | For | For | |||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
Ascendis Pharma A/S | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ASND | CINS 04351P101 | 09/09/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Denmark | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Chairman of Meeting | Mgmt | For | TNA | N/A | |||
2 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | Mgmt | For | TNA | N/A | |||
3 | Elect William Carl Fairey Jr. as New Director | Mgmt | For | TNA | N/A | |||
4 | Elect Siham Imani as New Director | Mgmt | For | TNA | N/A | |||
Assured Guaranty Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AGO | CUSIP G0585R106 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Francisco L. Borges | Mgmt | For | For | For | |||
2 | Elect G. Lawrence Buhl | Mgmt | For | For | For | |||
3 | Elect Dominic J. Frederico | Mgmt | For | For | For | |||
4 | Elect Bonnie L. Howard | Mgmt | For | For | For | |||
5 | Elect Thomas W. Jones | Mgmt | For | For | For | |||
6 | Elect Patrick W. Kenny | Mgmt | For | For | For | |||
7 | Elect Alan J. Kreczko | Mgmt | For | For | For | |||
8 | Elect Simon W. Leathes | Mgmt | For | For | For | |||
9 | Elect Yukiko Omura | Mgmt | For | For | For | |||
10 | Elect Lorin P.T. Radtke | Mgmt | For | For | For | |||
11 | Elect Courtney C. Shea | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | |||
15 | Ratification of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
16 | Elect Robert A. Bailenson | Mgmt | For | For | For | |||
17 | Elect Gary Burnet | Mgmt | For | For | For | |||
18 | Elect Ling Chow | Mgmt | For | For | For | |||
19 | Elect Stephen Donnarumma | Mgmt | For | For | For | |||
20 | Elect Dominic J. Frederico | Mgmt | For | For | For | |||
21 | Elect Darrin Futter | Mgmt | For | For | For | |||
22 | Elect Jorge Gana | Mgmt | For | For | For | |||
23 | Elect Holly L. Horn | Mgmt | For | For | For | |||
24 | Elect Walter A. Scott | Mgmt | For | For | For | |||
25 | Ratification of Subsidiary Auditor | Mgmt | For | For | For | |||
Astrazeneca plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AZN | CUSIP 046353108 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Final Dividend | Mgmt | For | For | For | |||
3 | Appointment of Auditor | Mgmt | For | For | For | |||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
5 | Elect Michel Demare | Mgmt | For | For | For | |||
6 | Elect Pascal Soriot | Mgmt | For | For | For | |||
7 | Elect Aradhana Sarin | Mgmt | For | For | For | |||
8 | Elect Philip Broadley | Mgmt | For | For | For | |||
9 | Elect Euan Ashley | Mgmt | For | For | For | |||
10 | Elect Deborah DiSanzo | Mgmt | For | For | For | |||
11 | Elect Diana Layfield | Mgmt | For | For | For | |||
12 | Elect Sherilyn S. McCoy | Mgmt | For | For | For | |||
13 | Elect Tony MOK Shu Kam | Mgmt | For | For | For | |||
14 | Elect Nazneen Rahman | Mgmt | For | For | For | |||
15 | Elect Andreas Rummelt | Mgmt | For | For | For | |||
16 | Elect Marcus Wallenberg | Mgmt | For | For | For | |||
17 | Remuneration Report | Mgmt | For | For | For | |||
18 | Authorisation of Political Donations | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
24 | Adoption of New Articles | Mgmt | For | For | For | |||
Axa | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CS | CINS F06106102 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
9 | Accounts and Reports | Mgmt | For | For | For | |||
10 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
11 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
12 | 2022 Remuneration Report | Mgmt | For | For | For | |||
13 | 2022 Remuneration of Denis Duverne, Chair (Until April 28, 2022) | Mgmt | For | For | For | |||
14 | 2022 Remuneration of Antoine Gosset-Grainville, Chair (From April 28, 2022) | Mgmt | For | For | For | |||
15 | 2022 Remuneration of Thomas Buberl, CEO | Mgmt | For | Against | Against | |||
16 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | |||
17 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
18 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
19 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||
20 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
21 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
22 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
23 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
24 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | |||
25 | Authority to Set Offering Price of Shares | Mgmt | For | For | For | |||
26 | Authority to Increase Capital in Case of Exchange Offers | Mgmt | For | For | For | |||
27 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
28 | Authority to Issue Shares w/o Preemptive Rights in Consideration for Securities Issued by Subsidiaries | Mgmt | For | For | For | |||
29 | Authority to Issue Shares w/ Preemptive Rights in Consideration for Securities Issued by Subsidiaries | Mgmt | For | For | For | |||
30 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
31 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | |||
32 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
33 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
Canadian Pacific Kansas City Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CP | CUSIP 13646K108 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Appointment of Auditor | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Advisory Vote on Approach to Climate Change | Mgmt | For | For | For | |||
4 | Elect John Baird | Mgmt | For | For | For | |||
5 | Elect Isabelle Courville | Mgmt | For | For | For | |||
6 | Elect Keith E. Creel | Mgmt | For | For | For | |||
7 | Elect Gillian H. Denham | Mgmt | For | For | For | |||
8 | Elect Antonio Garza | Mgmt | For | For | For | |||
9 | Elect David Garza-Santos | Mgmt | For | For | For | |||
10 | Elect Edward R. Hamberger | Mgmt | For | For | For | |||
11 | Elect Janet H. Kennedy | Mgmt | For | For | For | |||
12 | Elect Henry J. Maier | Mgmt | For | For | For | |||
13 | Elect Matthew H. Paull | Mgmt | For | For | For | |||
14 | Elect Jane L. Peverett | Mgmt | For | For | For | |||
15 | Elect Andrea Robertson | Mgmt | For | For | For | |||
16 | Elect Gordon T. Trafton | Mgmt | For | For | For | |||
Cenovus Energy Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CVE | CUSIP 15135U109 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Canada | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Appointment of Auditor | Mgmt | For | For | For | |||
2 | Elect Keith M. Casey | Mgmt | For | For | For | |||
3 | Elect Canning K.N. Fok | Mgmt | For | For | For | |||
4 | Elect Jane E. Kinney | Mgmt | For | For | For | |||
5 | Elect Harold N. Kvisle | Mgmt | For | For | For | |||
6 | Elect Eva L. Kwok | Mgmt | For | For | For | |||
7 | Elect Melanie A. Little | Mgmt | For | For | For | |||
8 | Elect Richard J. Marcogliese | Mgmt | For | For | For | |||
9 | Elect Jonathan M. McKenzie | Mgmt | For | For | For | |||
10 | Elect Claude Mongeau | Mgmt | For | For | For | |||
11 | Elect Alexander J. Pourbaix | Mgmt | For | For | For | |||
12 | Elect Wayne E. Shaw | Mgmt | For | For | For | |||
13 | Elect Frank J. Sixt | Mgmt | For | For | For | |||
14 | Elect Rhonda I. Zygocki | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net Zero Goal | ShrHoldr | For | For | For | |||
Charter Communications, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CHTR | CUSIP 16119P108 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect W. Lance Conn | Mgmt | For | Against | Against | |||
2 | Elect Kim C. Goodman | Mgmt | For | Against | Against | |||
3 | Elect Craig A. Jacobson | Mgmt | For | Against | Against | |||
4 | Elect Gregory B. Maffei | Mgmt | For | Against | Against | |||
5 | Elect John D. Markley, Jr. | Mgmt | For | Against | Against | |||
6 | Elect David C. Merritt | Mgmt | For | Against | Against | |||
7 | Elect James E. Meyer | Mgmt | For | Against | Against | |||
8 | Elect Steven A. Miron | Mgmt | For | Against | Against | |||
9 | Elect Balan Nair | Mgmt | For | Against | Against | |||
10 | Elect Michael A. Newhouse | Mgmt | For | Against | Against | |||
11 | Elect Mauricio Ramos | Mgmt | For | Against | Against | |||
12 | Elect Thomas M. Rutledge | Mgmt | For | Against | Against | |||
13 | Elect Eric L. Zinterhofer | Mgmt | For | Against | Against | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
Citigroup Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
C | CUSIP 172967424 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ellen M. Costello | Mgmt | For | For | For | |||
2 | Elect Grace E. Dailey | Mgmt | For | For | For | |||
3 | Elect Barbara J. Desoer | Mgmt | For | For | For | |||
4 | Elect John C. Dugan | Mgmt | For | For | For | |||
5 | Elect Jane N. Fraser | Mgmt | For | For | For | |||
6 | Elect Duncan P. Hennes | Mgmt | For | For | For | |||
7 | Elect Peter B. Henry | Mgmt | For | For | For | |||
8 | Elect S. Leslie Ireland | Mgmt | For | For | For | |||
9 | Elect Renee J. James | Mgmt | For | For | For | |||
10 | Elect Gary M. Reiner | Mgmt | For | For | For | |||
11 | Elect Diana L. Taylor | Mgmt | For | For | For | |||
12 | Elect James S. Turley | Mgmt | For | For | For | |||
13 | Elect Casper W. von Koskull | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Amendment to the 2019 Stock Incentive Plan | Mgmt | For | For | For | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
18 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Human Rights Standards for Indigenous Peoples | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | |||
Constellation Brands, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
STZ | CINS 21036P108 | 07/19/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Jennifer M. Daniels | Mgmt | For | Withhold | Against | |||
2 | Elect Director Jeremy S. G. Fowden | Mgmt | For | Withhold | Against | |||
3 | Elect Director Jose Manuel Madero Garza | Mgmt | For | Withhold | Against | |||
4 | Elect Director Daniel J. McCarthy | Mgmt | For | Withhold | Against | |||
5 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||
6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
Constellation Brands, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
STZ | CINS 21036P108 | 11/09/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Amend Charter | Mgmt | For | For | For | |||
2 | Adjourn Meeting | Mgmt | For | For | For | |||
Corteva, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CTVA | CUSIP 22052L104 | 04/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Lamberto Andreotti | Mgmt | For | For | For | |||
2 | Elect Klaus A. Engel | Mgmt | For | For | For | |||
3 | Elect David C. Everitt | Mgmt | For | For | For | |||
4 | Elect Janet Plaut Giesselman | Mgmt | For | For | For | |||
5 | Elect Karen H. Grimes | Mgmt | For | For | For | |||
6 | Elect Michael O. Johanns | Mgmt | For | For | For | |||
7 | Elect Rebecca B. Liebert | Mgmt | For | For | For | |||
8 | Elect Marcos Marinho Lutz | Mgmt | For | For | For | |||
9 | Elect Charles V. Magro | Mgmt | For | For | For | |||
10 | Elect Nayaki R. Nayyar | Mgmt | For | For | For | |||
11 | Elect Gregory R. Page | Mgmt | For | For | For | |||
12 | Elect Kerry J. Preete | Mgmt | For | For | For | |||
13 | Elect Patrick J. Ward | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
Danaher Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DHR | CUSIP 235851102 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Rainer M. Blair | Mgmt | For | For | For | |||
2 | Elect Feroz Dewan | Mgmt | For | For | For | |||
3 | Elect Linda P. Hefner Filler | Mgmt | For | For | For | |||
4 | Elect Teri L. List | Mgmt | For | For | For | |||
5 | Elect Walter G. Lohr, Jr. | Mgmt | For | For | For | |||
6 | Elect Jessica L. Mega | Mgmt | For | For | For | |||
7 | Elect Mitchell P. Rales | Mgmt | For | For | For | |||
8 | Elect Steven M. Rales | Mgmt | For | For | For | |||
9 | Elect Pardis C. Sabeti | Mgmt | For | For | For | |||
10 | Elect A. Shane Sanders | Mgmt | For | For | For | |||
11 | Elect John T. Schwieters | Mgmt | For | For | For | |||
12 | Elect Alan G. Spoon | Mgmt | For | For | For | |||
13 | Elect Raymond C. Stevens | Mgmt | For | For | For | |||
14 | Elect Elias A. Zerhouni | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | |||
Eli Lilly and Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LLY | CUSIP 532457108 | 05/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect William G. Kaelin, Jr. | Mgmt | For | For | For | |||
2 | Elect David A. Ricks | Mgmt | For | For | For | |||
3 | Elect Marschall S. Runge | Mgmt | For | For | For | |||
4 | Elect Karen Walker | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Ratification of Auditor | Mgmt | For | For | For | |||
8 | Repeal of Classified Board | Mgmt | For | For | For | |||
9 | Elimination of Supermajority Requirements | Mgmt | For | For | For | |||
10 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
11 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
12 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
13 | Shareholder Proposal Regarding Report on Company Response to State Policies Regulating Abortion | ShrHoldr | Against | Against | For | |||
14 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | |||
Enterprise Products Partners LP | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EPD | CINS 293792107 | 11/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||
2 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
Exxon Mobil Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
XOM | CUSIP 30231G102 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michael J. Angelakis | Mgmt | For | For | For | |||
2 | Elect Susan K. Avery | Mgmt | For | For | For | |||
3 | Elect Angela F. Braly | Mgmt | For | For | For | |||
4 | Elect Gregory J. Goff | Mgmt | For | For | For | |||
5 | Elect John D. Harris II | Mgmt | For | For | For | |||
6 | Elect Kaisa H. Hietala | Mgmt | For | For | For | |||
7 | Elect Joseph L. Hooley | Mgmt | For | For | For | |||
8 | Elect Steven A. Kandarian | Mgmt | For | For | For | |||
9 | Elect Alexander A. Karsner | Mgmt | For | For | For | |||
10 | Elect Lawrence W. Kellner | Mgmt | For | For | For | |||
11 | Elect Jeffrey W. Ubben | Mgmt | For | For | For | |||
12 | Elect Darren W. Woods | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Carbon Capture and Storage | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Methane Emission Disclosures | ShrHoldr | Against | For | Against | |||
20 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Guyanese Operations | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Recalculated Emissions Baseline | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | ShrHoldr | Against | Against | For | |||
24 | Shareholder Proposal Regarding Addressing Virgin Plastic Demand | ShrHoldr | Against | Against | For | |||
25 | Shareholder Proposal Regarding Environmental Litigation | ShrHoldr | Against | Against | For | |||
26 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
27 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | Against | For | |||
28 | Shareholder Proposal Regarding Report on Exploration and Production in the Arctic Refuge | ShrHoldr | Against | Against | For | |||
Hertz Global Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HTZ | CUSIP 42806J700 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jennifer Feikin | Mgmt | For | For | For | |||
2 | Elect Mark Fields | Mgmt | For | For | For | |||
3 | Elect Evelina Vougessis Machas | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Hilton Worldwide Holdings Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HLT | CUSIP 43300A203 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Christopher J. Nassetta | Mgmt | For | For | For | |||
2 | Elect Jonathan D. Gray | Mgmt | For | For | For | |||
3 | Elect Charlene T. Begley | Mgmt | For | For | For | |||
4 | Elect Chris Carr | Mgmt | For | For | For | |||
5 | Elect Melanie L. Healey | Mgmt | For | For | For | |||
6 | Elect Raymond E. Mabus, Jr. | Mgmt | For | For | For | |||
7 | Elect Judith A. McHale | Mgmt | For | For | For | |||
8 | Elect Elizabeth A. Smith | Mgmt | For | For | For | |||
9 | Elect Douglas M. Steenland | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Intuit Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INTU | CUSIP 461202103 | 01/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Eve Burton | Mgmt | For | For | For | |||
2 | Elect Director Scott D. Cook | Mgmt | For | For | For | |||
3 | Elect Director Richard L. Dalzell | Mgmt | For | For | For | |||
4 | Elect Director Sasan K. Goodarzi | Mgmt | For | For | For | |||
5 | Elect Director Deborah Liu | Mgmt | For | For | For | |||
6 | Elect Director Tekedra Mawakana | Mgmt | For | For | For | |||
7 | Elect Director Suzanne Nora Johnson | Mgmt | For | For | For | |||
8 | Elect Director Thomas Szkutak | Mgmt | For | For | For | |||
9 | Elect Director Raul Vazquez | Mgmt | For | For | For | |||
10 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
11 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
12 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
Johnson Controls International Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JCI | CINS G51502105 | 03/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Jean Blackwell | Mgmt | For | For | For | |||
2 | Elect Director Pierre Cohade | Mgmt | For | For | For | |||
3 | Elect Director Michael E. Daniels | Mgmt | For | For | For | |||
4 | Elect Director W. Roy Dunbar | Mgmt | For | For | For | |||
5 | Elect Director Gretchen R. Haggerty | Mgmt | For | For | For | |||
6 | Elect Director Ayesha Khanna | Mgmt | For | For | For | |||
7 | Elect Director Simone Menne | Mgmt | For | For | For | |||
8 | Elect Director George R. Oliver | Mgmt | For | For | For | |||
9 | Elect Director Jurgen Tinggren | Mgmt | For | For | For | |||
10 | Elect Director Mark Vergnano | Mgmt | For | For | For | |||
11 | Elect Director John D. Young | Mgmt | For | For | For | |||
12 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
13 | Authorize Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
14 | Authorize Market Purchases of Company Shares | Mgmt | For | For | For | |||
15 | Determine Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||
16 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
17 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
18 | Approve the Directors' Authority to Allot Shares | Mgmt | For | For | For | |||
19 | Approve the Disapplication of Statutory Pre-Emption Rights | Mgmt | For | For | For | |||
Microsoft Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MSFT | CINS 594918104 | 12/13/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director John W. Thompson | Mgmt | For | For | For | |||
2 | Elect Director Reid G. Hoffman | Mgmt | For | For | For | |||
3 | Elect Director Emma N. Walmsley | Mgmt | For | For | For | |||
4 | Elect Director Padmasree Warrior | Mgmt | For | For | For | |||
5 | Elect Director Hugh F. Johnston | Mgmt | For | For | For | |||
6 | Elect Director Teri L. List | Mgmt | For | For | For | |||
7 | Elect Director Satya Nadella | Mgmt | For | For | For | |||
8 | Elect Director Sandra E. Peterson | Mgmt | For | For | For | |||
9 | Elect Director Penny S. Pritzker | Mgmt | For | For | For | |||
10 | Elect Director Carlos A. Rodriguez | Mgmt | For | For | For | |||
11 | Elect Director Charles W. Scharf | Mgmt | For | For | For | |||
12 | Elect Director John W. Stanton | Mgmt | For | For | For | |||
13 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
14 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
15 | Report on Cost/Benefit Analysis of Diversity and Inclusion | ShrHoldr | Against | Against | For | |||
16 | Report on Hiring of Persons with Arrest or Incarceration Records | ShrHoldr | Against | Against | For | |||
17 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | ShrHoldr | Against | Against | For | |||
18 | Report on Government Use of Microsoft Technology | ShrHoldr | Against | Against | For | |||
19 | Report on Development of Products for Military | ShrHoldr | Against | Against | For | |||
20 | Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
Otis Worldwide Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
OTIS | CUSIP 68902V107 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jeffrey H. Black | Mgmt | For | For | For | |||
2 | Elect Nelda J. Connors | Mgmt | For | For | For | |||
3 | Elect Kathy Hopinkah Hannan | Mgmt | For | For | For | |||
4 | Elect Shailesh G. Jejurikar | Mgmt | For | For | For | |||
5 | Elect Christopher J. Kearney | Mgmt | For | For | For | |||
6 | Elect Judith F. Marks | Mgmt | For | For | For | |||
7 | Elect Harold W. McGraw III | Mgmt | For | For | For | |||
8 | Elect Margaret M.V. Preston | Mgmt | For | For | For | |||
9 | Elect Shelley Stewart, Jr. | Mgmt | For | For | For | |||
10 | Elect John H. Walker | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
Peloton Interactive, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PTON | CINS 70614W100 | 12/06/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Karen Boone | Mgmt | For | Withhold | Against | |||
2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
Raytheon Technologies Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RTX | CUSIP 75513E101 | 05/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Tracy A. Atkinson | Mgmt | For | For | For | |||
2 | Elect Leanne G. Caret | Mgmt | For | For | For | |||
3 | Elect Bernard A. Harris, Jr. | Mgmt | For | For | For | |||
4 | Elect Gregory J. Hayes | Mgmt | For | For | For | |||
5 | Elect George R. Oliver | Mgmt | For | For | For | |||
6 | Elect Robert K. Ortberg | Mgmt | For | For | For | |||
7 | Elect Dinesh C. Paliwal | Mgmt | For | For | For | |||
8 | Elect Ellen M. Pawlikowski | Mgmt | For | For | For | |||
9 | Elect Denise L. Ramos | Mgmt | For | For | For | |||
10 | Elect Fredric G. Reynolds | Mgmt | For | For | For | |||
11 | Elect Brian C. Rogers | Mgmt | For | For | For | |||
12 | Elect James A. Winnefeld, Jr. | Mgmt | For | For | For | |||
13 | Elect Robert O. Work | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||
18 | Amendment to Articles to Limit Liability of Certain Officers | Mgmt | For | For | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | ShrHoldr | Against | Against | For | |||
The Charles Schwab Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SCHW | CUSIP 808513105 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Marianne C. Brown | Mgmt | For | Against | Against | |||
2 | Elect Frank C. Herringer | Mgmt | For | Against | Against | |||
3 | Elect Gerri Martin-Flickinger | Mgmt | For | Against | Against | |||
4 | Elect Todd M. Ricketts | Mgmt | For | Against | Against | |||
5 | Elect Carolyn Schwab-Pomerantz | Mgmt | For | Against | Against | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
9 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | |||
10 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | |||
The Cigna Group | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CI | CUSIP 125523100 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David M. Cordani | Mgmt | For | For | For | |||
2 | Elect William J. DeLaney | Mgmt | For | For | For | |||
3 | Elect Eric J. Foss | Mgmt | For | For | For | |||
4 | Elect Elder Granger | Mgmt | For | For | For | |||
5 | Elect Neesha Hathi | Mgmt | For | For | For | |||
6 | Elect George Kurian | Mgmt | For | For | For | |||
7 | Elect Kathleen M. Mazzarella | Mgmt | For | For | For | |||
8 | Elect Mark B. McClellan | Mgmt | For | For | For | |||
9 | Elect Kimberly A. Ross | Mgmt | For | For | For | |||
10 | Elect Eric C. Wiseman | Mgmt | For | For | For | |||
11 | Elect Donna F. Zarcone | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Amendment to Allow Exculpation of Officers | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | For | Against | |||
17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
The Home Depot, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HD | CUSIP 437076102 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Gerard J. Arpey | Mgmt | For | For | For | |||
2 | Elect Ari Bousbib | Mgmt | For | For | For | |||
3 | Elect Jeffery H. Boyd | Mgmt | For | For | For | |||
4 | Elect Gregory D. Brenneman | Mgmt | For | For | For | |||
5 | Elect J. Frank Brown | Mgmt | For | For | For | |||
6 | Elect Albert P. Carey | Mgmt | For | For | For | |||
7 | Elect Edward P. Decker | Mgmt | For | For | For | |||
8 | Elect Linda R. Gooden | Mgmt | For | For | For | |||
9 | Elect Wayne M. Hewett | Mgmt | For | For | For | |||
10 | Elect Manuel Kadre | Mgmt | For | For | For | |||
11 | Elect Stephanie C. Linnartz | Mgmt | For | For | For | |||
12 | Elect Paula Santilli | Mgmt | For | For | For | |||
13 | Elect Caryn Seidman-Becker | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | ShrHoldr | Against | For | Against | |||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Rescission of Majority-Supported Shareholder Proposal | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Public Positions on Political Speech | ShrHoldr | Against | Against | For | |||
Union Pacific Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
UNP | CUSIP 907818108 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect William J. DeLaney | Mgmt | For | For | For | |||
2 | Elect David B. Dillon | Mgmt | For | For | For | |||
3 | Elect Sheri H. Edison | Mgmt | For | For | For | |||
4 | Elect Teresa M. Finley | Mgmt | For | For | For | |||
5 | Elect Lance M. Fritz | Mgmt | For | For | For | |||
6 | Elect Deborah C. Hopkins | Mgmt | For | For | For | |||
7 | Elect Jane H. Lute | Mgmt | For | For | For | |||
8 | Elect Michael R. McCarthy | Mgmt | For | For | For | |||
9 | Elect Jose H. Villarreal | Mgmt | For | For | For | |||
10 | Elect Christopher J. Williams | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Paid Sick Leave | ShrHoldr | Against | Against | For | |||
Vontier Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VNT | CUSIP 928881101 | 05/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Gloria R. Boyland | Mgmt | For | For | For | |||
2 | Elect Christopher J. Klein | Mgmt | For | For | For | |||
3 | Elect Maryrose T. Sylvester | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Vornado Realty Trust | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VNO | CUSIP 929042109 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Steven Roth | Mgmt | For | For | For | |||
1.2 | Elect Candace K. Beinecke | Mgmt | For | For | For | |||
1.3 | Elect Michael D. Fascitelli | Mgmt | For | For | For | |||
1.4 | Elect Beatrice Bassey | Mgmt | For | For | For | |||
1.5 | Elect William W. Helman IV | Mgmt | For | For | For | |||
1.6 | Elect David Mandelbaum | Mgmt | For | For | For | |||
1.7 | Elect Raymond J. McGuire | Mgmt | For | For | For | |||
1.8 | Elect Mandakini Puri | Mgmt | For | For | For | |||
1.9 | Elect Daniel R. Tisch | Mgmt | For | For | For | |||
1.10 | Elect Russell B. Wight, Jr. | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
5 | Approval of the 2023 Omnibus Share Plan | Mgmt | For | For | For | |||
Walmart Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WMT | CUSIP 931142103 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Cesar Conde | Mgmt | For | For | For | |||
2 | Elect Timothy P. Flynn | Mgmt | For | For | For | |||
3 | Elect Sarah J. Friar | Mgmt | For | For | For | |||
4 | Elect Carla A. Harris | Mgmt | For | For | For | |||
5 | Elect Thomas W. Horton | Mgmt | For | For | For | |||
6 | Elect Marissa A. Mayer | Mgmt | For | For | For | |||
7 | Elect C. Douglas McMillon | Mgmt | For | For | For | |||
8 | Elect Gregory B. Penner | Mgmt | For | For | For | |||
9 | Elect Randall L. Stephenson | Mgmt | For | For | For | |||
10 | Elect S. Robson Walton | Mgmt | For | For | For | |||
11 | Elect Steuart L. Walton | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | ShrHoldr | Against | Against | For |
Registrant : | Putnam Funds Trust | |||||||
Fund Name : | Putnam Global Technology Fund | |||||||
Activision Blizzard, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ATVI | CUSIP 00507V109 | 06/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Reveta Bowers | Mgmt | For | For | For | |||
2 | Elect Kerry Carr | Mgmt | For | For | For | |||
3 | Elect Robert J. Corti | Mgmt | For | For | For | |||
4 | Elect Brian G. Kelly | Mgmt | For | For | For | |||
5 | Elect Robert A. Kotick | Mgmt | For | For | For | |||
6 | Elect Barry Meyer | Mgmt | For | For | For | |||
7 | Elect Robert J. Morgado | Mgmt | For | For | For | |||
8 | Elect Peter Nolan | Mgmt | For | For | For | |||
9 | Elect Dawn Ostroff | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | |||
14 | Shareholder Proposal Regarding Policy on Freedom of Association | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Report on Harassment and Discrimination | ShrHoldr | Against | Against | For | |||
Advanced Micro Devices, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMD | CUSIP 007903107 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Nora M. Denzel | Mgmt | For | For | For | |||
2 | Elect D. Mark Durcan | Mgmt | For | For | For | |||
3 | Elect Michael P. Gregoire | Mgmt | For | For | For | |||
4 | Elect Joseph A. Householder | Mgmt | For | For | For | |||
5 | Elect John W. Marren | Mgmt | For | For | For | |||
6 | Elect Jon A. Olson | Mgmt | For | For | For | |||
7 | Elect Lisa T. Su | Mgmt | For | For | For | |||
8 | Elect Abhijit Y. Talwalkar | Mgmt | For | For | For | |||
9 | Elect Elizabeth W. Vanderslice | Mgmt | For | For | For | |||
10 | Approval of the 2023 Equity Incentive Plan | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Alibaba Group Holding Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
9988 | CINS G01719114 | 09/30/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Daniel Yong Zhang | Mgmt | For | Against | Against | |||
2 | Elect Director Jerry Yang | Mgmt | For | Against | Against | |||
3 | Elect Director Wan Ling Martello | Mgmt | For | Against | Against | |||
4 | Elect Director Weijian Shan | Mgmt | For | Against | Against | |||
5 | Elect Director Irene Yun-Lien Lee | Mgmt | For | Against | Against | |||
6 | Elect Director Albert Kong Ping Ng | Mgmt | For | Against | Against | |||
7 | Ratify PricewaterhouseCoopers as Auditors | Mgmt | For | For | For | |||
Apple Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AAPL | CUSIP 037833100 | 03/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director James Bell | Mgmt | For | For | For | |||
2 | Elect Director Tim Cook | Mgmt | For | For | For | |||
3 | Elect Director Al Gore | Mgmt | For | For | For | |||
4 | Elect Director Alex Gorsky | Mgmt | For | For | For | |||
5 | Elect Director Andrea Jung | Mgmt | For | For | For | |||
6 | Elect Director Art Levinson | Mgmt | For | For | For | |||
7 | Elect Director Monica Lozano | Mgmt | For | For | For | |||
8 | Elect Director Ron Sugar | Mgmt | For | For | For | |||
9 | Elect Director Sue Wagner | Mgmt | For | For | For | |||
10 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
11 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
12 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
13 | Report on Civil Rights and Non-Discrimination Audit | ShrHoldr | Against | Against | For | |||
14 | Report on Operations in Communist China | ShrHoldr | Against | Against | For | |||
15 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | ShrHoldr | Against | Against | For | |||
16 | Report on Median Gender/Racial Pay Gap | ShrHoldr | Against | Against | For | |||
17 | Amend Proxy Access Right | ShrHoldr | Against | Against | For | |||
ASML Holding N.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ASML | CINS N07059202 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
5 | Remuneration Report | Mgmt | For | For | For | |||
6 | Accounts and Reports | Mgmt | For | For | For | |||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
8 | Allocation of Dividends | Mgmt | For | For | For | |||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
11 | Long-Term Incentive Plan; Authority to Issue Shares | Mgmt | For | For | For | |||
12 | Supervisory Board Remuneration Policy | Mgmt | For | For | For | |||
13 | Supervisory Board Fees | Mgmt | For | For | For | |||
14 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
15 | Elect Nils Andersen to the Supervisory Board | Mgmt | For | For | For | |||
16 | Elect Jack P. de Kreij to the Supervisory Board | Mgmt | For | For | For | |||
17 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
18 | Appointment of Auditor | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
22 | Cancellation of Shares | Mgmt | For | For | For | |||
23 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
24 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Baidu, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BIDU | CINS G07034104 | 06/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Amended and Restated Articles of Association | Mgmt | For | For | For | |||
Capgemini SE | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CAP | CINS F4973Q101 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Accounts and Reports | Mgmt | For | For | For | |||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
10 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||
11 | 2022 Remuneration Report | Mgmt | For | For | For | |||
12 | 2022 Remuneration of Paul Hermelin, Chair | Mgmt | For | For | For | |||
13 | 2022 Remuneration of Aiman Ezzat, CEO | Mgmt | For | For | For | |||
14 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
15 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | |||
16 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
17 | Elect Megan Clarken | Mgmt | For | For | For | |||
18 | Elect Ulrica Fearn | Mgmt | For | For | For | |||
19 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
20 | Authority to Issue Performance Shares | Mgmt | For | For | For | |||
21 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
22 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | |||
23 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
CDW Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CDW | CUSIP 12514G108 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Virginia Addicott | Mgmt | For | For | For | |||
2 | Elect James A. Bell | Mgmt | For | For | For | |||
3 | Elect Lynda M. Clarizio | Mgmt | For | For | For | |||
4 | Elect Anthony R. Foxx | Mgmt | For | For | For | |||
5 | Elect Marc E. Jones | Mgmt | For | For | For | |||
6 | Elect Christine A. Leahy | Mgmt | For | For | For | |||
7 | Elect Sanjay Mehrotra | Mgmt | For | For | For | |||
8 | Elect David W. Nelms | Mgmt | For | For | For | |||
9 | Elect Joseph R. Swedish | Mgmt | For | For | For | |||
10 | Elect Donna F. Zarcone | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Allow Shareholders the Right to Call Special Meetings | Mgmt | For | For | For | |||
15 | Amendment to Articles Regarding Officer Exculpation | Mgmt | For | For | For | |||
Dynatrace, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DT | CINS 268150109 | 08/24/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Elect Director Ambika Kapur Gadre | Mgmt | For | For | For | |||
4 | Elect Director Steve Rowland | Mgmt | For | Withhold | Against | |||
5 | Elect Director Kenneth 'Chip' Virnig | Mgmt | For | Withhold | Against | |||
Intuit Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INTU | CUSIP 461202103 | 01/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Eve Burton | Mgmt | For | For | For | |||
2 | Elect Director Scott D. Cook | Mgmt | For | For | For | |||
3 | Elect Director Richard L. Dalzell | Mgmt | For | For | For | |||
4 | Elect Director Sasan K. Goodarzi | Mgmt | For | For | For | |||
5 | Elect Director Deborah Liu | Mgmt | For | For | For | |||
6 | Elect Director Tekedra Mawakana | Mgmt | For | For | For | |||
7 | Elect Director Suzanne Nora Johnson | Mgmt | For | For | For | |||
8 | Elect Director Thomas Szkutak | Mgmt | For | For | For | |||
9 | Elect Director Raul Vazquez | Mgmt | For | For | For | |||
10 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
11 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
12 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
Mastercard Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MA | CUSIP 57636Q104 | 06/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Merit E. Janow | Mgmt | For | For | For | |||
2 | Elect Candido Botelho Bracher | Mgmt | For | For | For | |||
3 | Elect Richard K. Davis | Mgmt | For | For | For | |||
4 | Elect Julius Genachowski | Mgmt | For | For | For | |||
5 | Elect Choon Phong Goh | Mgmt | For | For | For | |||
6 | Elect Oki Matsumoto | Mgmt | For | For | For | |||
7 | Elect Michael Miebach | Mgmt | For | For | For | |||
8 | Elect Youngme E. Moon | Mgmt | For | For | For | |||
9 | Elect Rima Qureshi | Mgmt | For | For | For | |||
10 | Elect Gabrielle Sulzberger | Mgmt | For | For | For | |||
11 | Elect Harit Talwar | Mgmt | For | For | For | |||
12 | Elect Lance Uggla | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Approval of the Employee Stock Purchase Plan | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | ShrHoldr | Against | Against | For | |||
Microsoft Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MSFT | CINS 594918104 | 12/13/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director John W. Thompson | Mgmt | For | For | For | |||
2 | Elect Director Reid G. Hoffman | Mgmt | For | For | For | |||
3 | Elect Director Emma N. Walmsley | Mgmt | For | For | For | |||
4 | Elect Director Padmasree Warrior | Mgmt | For | For | For | |||
5 | Elect Director Hugh F. Johnston | Mgmt | For | For | For | |||
6 | Elect Director Teri L. List | Mgmt | For | For | For | |||
7 | Elect Director Satya Nadella | Mgmt | For | For | For | |||
8 | Elect Director Sandra E. Peterson | Mgmt | For | For | For | |||
9 | Elect Director Penny S. Pritzker | Mgmt | For | For | For | |||
10 | Elect Director Carlos A. Rodriguez | Mgmt | For | For | For | |||
11 | Elect Director Charles W. Scharf | Mgmt | For | For | For | |||
12 | Elect Director John W. Stanton | Mgmt | For | For | For | |||
13 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
14 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
15 | Report on Cost/Benefit Analysis of Diversity and Inclusion | ShrHoldr | Against | Against | For | |||
16 | Report on Hiring of Persons with Arrest or Incarceration Records | ShrHoldr | Against | Against | For | |||
17 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | ShrHoldr | Against | Against | For | |||
18 | Report on Government Use of Microsoft Technology | ShrHoldr | Against | Against | For | |||
19 | Report on Development of Products for Military | ShrHoldr | Against | Against | For | |||
20 | Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
Murata Manufacturing Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
6981 | CINS J46840104 | 06/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Tsuneo Murata | Mgmt | For | Against | Against | |||
4 | Elect Norio Nakajima | Mgmt | For | Against | Against | |||
5 | Elect Hiroshi Iwatsubo | Mgmt | For | Against | Against | |||
6 | Elect Masanori Minamide | Mgmt | For | Against | Against | |||
7 | Elect Yuko Yasuda | Mgmt | For | Against | Against | |||
8 | Elect Takashi Nishijima | Mgmt | For | Against | Against | |||
Network International Holdings Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NETW | CINS G6457T104 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | For | For | |||
3 | Remuneration Policy | Mgmt | For | For | For | |||
4 | Elect Rohinton Kalifa | Mgmt | For | For | For | |||
5 | Elect Nandan Mer | Mgmt | For | For | For | |||
6 | Elect Darren Pope | Mgmt | For | For | For | |||
7 | Elect Anil Dua | Mgmt | For | For | For | |||
8 | Elect Victoria Hull | Mgmt | For | For | For | |||
9 | Elect Rohit Malhotra | Mgmt | For | For | For | |||
10 | Elect Habib Al Mulla | Mgmt | For | For | For | |||
11 | Elect Diane Radley | Mgmt | For | For | For | |||
12 | Elect Monique Shivanandan | Mgmt | For | For | For | |||
13 | Appointment of Auditor | Mgmt | For | For | For | |||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
15 | Authorisation of Political Donations | Mgmt | For | For | For | |||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
17 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
18 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
20 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
Novatek Microelectronics Corp | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
3034 | CINS Y64153102 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Taiwan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | To Approve 2022 Business Report and Financial Statements | Mgmt | For | For | For | |||
2 | To Approve the Proposal for Distribution of 2022 Profits | Mgmt | For | For | For | |||
3 | To Amend the Company's Articles of Incorporation | Mgmt | For | For | For | |||
NVIDIA Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NVDA | CUSIP 67066G104 | 06/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Robert K. Burgess | Mgmt | For | For | For | |||
2 | Elect Tench Coxe | Mgmt | For | For | For | |||
3 | Elect John O. Dabiri | Mgmt | For | For | For | |||
4 | Elect Persis S. Drell | Mgmt | For | For | For | |||
5 | Elect Jen-Hsun Huang | Mgmt | For | For | For | |||
6 | Elect Dawn Hudson | Mgmt | For | For | For | |||
7 | Elect Harvey C. Jones | Mgmt | For | For | For | |||
8 | Elect Michael G. McCaffery | Mgmt | For | For | For | |||
9 | Elect Stephen C. Neal | Mgmt | For | For | For | |||
10 | Elect Mark L. Perry | Mgmt | For | For | For | |||
11 | Elect A. Brooke Seawell | Mgmt | For | For | For | |||
12 | Elect Aarti Shah | Mgmt | For | For | For | |||
13 | Elect Mark A. Stevens | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
Oracle Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ORCL | CINS 68389X105 | 11/16/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Awo Ablo | Mgmt | For | For | For | |||
2 | Elect Director Renee J. James | Mgmt | For | Withhold | Against | |||
3 | Elect Director Charles W. Moorman | Mgmt | For | Withhold | Against | |||
4 | Elect Director Leon E. Panetta | Mgmt | For | Withhold | Against | |||
5 | Elect Director William G. Parrett | Mgmt | For | Withhold | Against | |||
6 | Elect Director Naomi O. Seligman | Mgmt | For | Withhold | Against | |||
7 | Elect Director Vishal Sikka | Mgmt | For | Withhold | Against | |||
8 | Elect Director Jeffrey S. Berg | Mgmt | For | Withhold | Against | |||
9 | Elect Director Michael J. Boskin | Mgmt | For | Withhold | Against | |||
10 | Elect Director Safra A. Catz | Mgmt | For | Withhold | Against | |||
11 | Elect Director Bruce R. Chizen | Mgmt | For | Withhold | Against | |||
12 | Elect Director George H. Conrades | Mgmt | For | Withhold | Against | |||
13 | Elect Director Lawrence J. Ellison | Mgmt | For | Withhold | Against | |||
14 | Elect Director Rona A. Fairhead | Mgmt | For | Withhold | Against | |||
15 | Elect Director Jeffrey O. Henley | Mgmt | For | Withhold | Against | |||
16 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | |||
17 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
Palo Alto Networks, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PANW | CINS 697435105 | 12/13/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | |||
4 | Elect Director Helene D. Gayle | Mgmt | For | For | For | |||
5 | Elect Director James J. Goetz | Mgmt | For | For | For | |||
Renesas Electronics Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
6723 | ISIN JP3164720009 | 03/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Hidetoshi Shibata | Mgmt | For | For | For | |||
3 | Elect Jiro Iwasaki | Mgmt | For | For | For | |||
4 | Elect Selena Loh Lacroix | Mgmt | For | For | For | |||
5 | Elect Noboru Yamamoto | Mgmt | For | For | For | |||
6 | Elect Takuya Hirano | Mgmt | For | For | For | |||
7 | Employee Share Purchase Plan for Overseas Employees | Mgmt | For | Against | Against | |||
S&P Global Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SPGI | CUSIP 78409V104 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Marco Alvera | Mgmt | For | For | For | |||
2 | Elect Jacques Esculier | Mgmt | For | For | For | |||
3 | Elect Gay Huey Evans | Mgmt | For | For | For | |||
4 | Elect William D. Green | Mgmt | For | For | For | |||
5 | Elect Stephanie C. Hill | Mgmt | For | For | For | |||
6 | Elect Rebecca Jacoby | Mgmt | For | For | For | |||
7 | Elect Robert P. Kelly | Mgmt | For | For | For | |||
8 | Elect Ian P. Livingston | Mgmt | For | For | For | |||
9 | Elect Deborah D. McWhinney | Mgmt | For | For | For | |||
10 | Elect Maria R. Morris | Mgmt | For | For | For | |||
11 | Elect Douglas L. Peterson | Mgmt | For | For | For | |||
12 | Elect Richard E. Thornburgh | Mgmt | For | For | For | |||
13 | Elect Gregory Washington | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
Salesforce, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CRM | CUSIP 79466L302 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Marc R. Benioff | Mgmt | For | For | For | |||
2 | Elect Laura Alber | Mgmt | For | For | For | |||
3 | Elect Craig A. Conway | Mgmt | For | For | For | |||
4 | Elect Arnold W. Donald | Mgmt | For | For | For | |||
5 | Elect Parker Harris | Mgmt | For | For | For | |||
6 | Elect Neelie Kroes | Mgmt | For | For | For | |||
7 | Elect Sachin Mehra | Mgmt | For | For | For | |||
8 | Elect G. Mason Morfit | Mgmt | For | For | For | |||
9 | Elect Oscar Munoz | Mgmt | For | Against | Against | |||
10 | Elect John V. Roos | Mgmt | For | For | For | |||
11 | Elect Robin L. Washington | Mgmt | For | For | For | |||
12 | Elect Maynard G. Webb | Mgmt | For | For | For | |||
13 | Elect Susan D. Wojcicki | Mgmt | For | For | For | |||
14 | Amendment to the 2013 Equity Incentive Plan | Mgmt | For | Against | Against | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | ShrHoldr | Against | Against | For | |||
SK Hynix Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
000660 | ISIN KR7000660001 | 03/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Korea, Republic of | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | For | For | |||
2 | Elect HAN Ae Ra | Mgmt | For | For | For | |||
3 | Elect KIM Zeong Won | Mgmt | For | Against | Against | |||
4 | Elect JEONG Deog Kyoon | Mgmt | For | For | For | |||
5 | Election Of Audit Committee Member: Han Ae Ra | Mgmt | For | For | For | |||
6 | Election of Audit Committee Member: KIM Zeong Won | Mgmt | For | Against | Against | |||
7 | Elect PARK Sung Ha | Mgmt | For | For | For | |||
8 | Directors' Fees | Mgmt | For | For | For | |||
9 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Taiwan Semiconductor Manufacturing Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2330 | CINS Y84629107 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Taiwan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | 2022 Business Report and Financial Statements | Mgmt | For | For | For | |||
2 | Issuance of Employee Restricted Stock Awards for Year 2023 | Mgmt | For | For | For | |||
3 | Revise the Procedures for Endorsement and Guarantee. | Mgmt | For | For | For | |||
4 | In Order to Reflect the Audit Committee Name Change to the Audit and Risk Committee, To Revise the Name of Audit Committee in four TSMC Policies | Mgmt | For | For | For | |||
Thomson Reuters Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TRI | CUSIP 884903709 | 06/14/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect David K.R. Thomson | Mgmt | For | TNA | N/A | |||
1.2 | Elect Steve Hasker | Mgmt | For | TNA | N/A | |||
1.3 | Elect Kirk E. Arnold | Mgmt | For | TNA | N/A | |||
1.4 | Elect David W. Binet | Mgmt | For | TNA | N/A | |||
1.5 | Elect W. Edmund Clark | Mgmt | For | TNA | N/A | |||
1.6 | Elect LaVerne Council | Mgmt | For | TNA | N/A | |||
1.7 | Elect Michael E. Daniels | Mgmt | For | TNA | N/A | |||
1.8 | Elect Kirk Koenigsbauer | Mgmt | For | TNA | N/A | |||
1.9 | Elect Deanna W. Oppenheimer | Mgmt | For | TNA | N/A | |||
1.10 | Elect Simon Paris | Mgmt | For | TNA | N/A | |||
1.11 | Elect Kim M. Rivera | Mgmt | For | TNA | N/A | |||
1.12 | Elect Barry Salzberg | Mgmt | For | TNA | N/A | |||
1.13 | Elect Peter J. Thomson | Mgmt | For | TNA | N/A | |||
1.14 | Elect Beth Wilson | Mgmt | For | TNA | N/A | |||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | TNA | N/A | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | TNA | N/A | |||
4 | Return of Capital Transaction | Mgmt | For | TNA | N/A | |||
Visa Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
V | CUSIP 92826C839 | 01/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Lloyd A. Carney | Mgmt | For | Against | Against | |||
2 | Elect Director Kermit R. Crawford | Mgmt | For | For | For | |||
3 | Elect Director Francisco Javier Fernandez-Carbajal | Mgmt | For | For | For | |||
4 | Elect Director Alfred F. Kelly, Jr. | Mgmt | For | For | For | |||
5 | Elect Director Ramon Laguarta | Mgmt | For | For | For | |||
6 | Elect Director Teri L. List | Mgmt | For | For | For | |||
7 | Elect Director John F. Lundgren | Mgmt | For | For | For | |||
8 | Elect Director Denise M. Morrison | Mgmt | For | For | For | |||
9 | Elect Director Linda J. Rendle | Mgmt | For | For | For | |||
10 | Elect Director Maynard G. Webb, Jr. | Mgmt | For | For | For | |||
11 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
12 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||
14 | Require Independent Board Chair | ShrHoldr | Against | Against | For | |||
Yandex N.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
YNDX | CUSIP N97284108 | 05/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Andrey Betin | Mgmt | For | For | For | |||
2 | Election of Statutory Auditors | Mgmt | For | For | For | |||
Yandex N.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
YNDX | CUSIP N97284108 | 06/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Merger with Yandex Media Services B.V. | Mgmt | For | For | For | |||
2 | Merger with Yandex Classifieds Holdings B.V. | Mgmt | For | For | For | |||
3 | Merger with MLU B.V. | Mgmt | For | For | For | |||
4 | Merger with Foodtech & Delivery Ops B.V. | Mgmt | For | For | For | |||
5 | Ratification of Board Acts | Mgmt | For | For | For | |||
6 | Elect Alexey A. Yakovitsky | Mgmt | For | For | For | |||
7 | Appointment of Auditor | Mgmt | For | For | For | |||
8 | Election of Statutory Auditors | Mgmt | For | For | For | |||
9 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
10 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | |||
11 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
Yandex NV | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
YNDX | CINS N97284108 | 12/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Adopt Financial Statements and Statutory Reports | Mgmt | N/A | N/A | N/A | |||
2 | Approve Discharge of Directors | Mgmt | For | For | For | |||
3 | Reelect Rogier Rijnja as Director | Mgmt | For | Against | Against | |||
4 | Reelect Charles Ryan as Director | Mgmt | For | Against | Against | |||
5 | Reelect Alexander Voloshin as Director | Mgmt | For | Against | Against | |||
6 | Approve Cancellation of Outstanding Class C Shares | Mgmt | For | For | For | |||
7 | RatifyTechnologies of Trust - Audit JSC as Auditors | Mgmt | For | For | For | |||
8 | Grant Board Authority to Issue Class A Shares | Mgmt | For | For | For | |||
9 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Mgmt | For | For | For | |||
10 | Authorize Repurchase of Up to 20 Percent of Issued Share Capital | Mgmt | For | Against | Against |
Registrant : | Putnam Funds Trust | |||||||
Fund Name : | Putnam International Value Fund | |||||||
AIA Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1299 | CINS Y002A1105 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Hong Kong | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Accounts and Reports | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect Edmund TSE Sze Wing | Mgmt | For | For | For | |||
6 | Elect Jack SO Chak Kwong | Mgmt | For | For | For | |||
7 | Elect Lawrence LAU Juen-Yee | Mgmt | For | For | For | |||
8 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
9 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
10 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
11 | Directors' Fees | Mgmt | For | For | For | |||
12 | Amendment to the Share Option Scheme | Mgmt | For | For | For | |||
13 | Adoption of Amended Restricted Share Unit Scheme | Mgmt | For | For | For | |||
14 | Adoption of the Amended Employee Share Purchase Plan | Mgmt | For | For | For | |||
15 | Adoption of the Amended Agency Share Purchase Plan | Mgmt | For | For | For | |||
16 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
AIB Group Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
A5G | CINS G0R4HJ106 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Accounts and Reports | Mgmt | For | For | For | |||
3 | Final Dividend | Mgmt | For | For | For | |||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
5 | Appointment of Auditor | Mgmt | For | For | For | |||
6 | Elect Anik Chaumartin | Mgmt | For | For | For | |||
7 | Elect Donal Galvin | Mgmt | For | For | For | |||
8 | Elect Basil Geoghegan | Mgmt | For | For | For | |||
9 | Elect Tanya Horgan | Mgmt | For | For | For | |||
10 | Elect Colin Hunt | Mgmt | For | For | For | |||
11 | Elect Sandy Kinney Pritchard | Mgmt | For | For | For | |||
12 | Elect Elaine MacLean | Mgmt | For | For | For | |||
13 | Elect Andy Maguire | Mgmt | For | For | For | |||
14 | Elect Brendan McDonagh | Mgmt | For | For | For | |||
15 | Elect Helen Normoyle | Mgmt | For | For | For | |||
16 | Elect Ann O'Brien | Mgmt | For | For | For | |||
17 | Elect Fergal O'Dwyer | Mgmt | For | For | For | |||
18 | Elect James Pettigrew | Mgmt | For | For | For | |||
19 | Elect Jan Sijbrand | Mgmt | For | For | For | |||
20 | Elect Raj Singh | Mgmt | For | For | For | |||
21 | Remuneration Report | Mgmt | For | For | For | |||
22 | Remuneration Policy | Mgmt | For | For | For | |||
23 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
24 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
25 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
26 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
27 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||
28 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
29 | Authority to Repurchase Shares from the Minister for Finance | Mgmt | For | For | For | |||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Ajinomoto Co., Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2802 | CINS J00882126 | 06/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Kimie Iwata | Mgmt | For | For | For | |||
4 | Elect Joji Nakayama | Mgmt | For | For | For | |||
5 | Elect Atsushi Toki | Mgmt | For | For | For | |||
6 | Elect Mami Indo | Mgmt | For | For | For | |||
7 | Elect Yoko Hatta | Mgmt | For | For | For | |||
8 | Elect Scott T. Davis | Mgmt | For | For | For | |||
9 | Elect Taro Fujie | Mgmt | For | For | For | |||
10 | Elect Hiroshi Shiragami | Mgmt | For | For | For | |||
11 | Elect Tatsuya Sasaki | Mgmt | For | For | For | |||
12 | Elect Takeshi Saito | Mgmt | For | For | For | |||
13 | Elect Takumi Matsuzawa | Mgmt | For | For | For | |||
Anglo American plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AAL | CINS G03764134 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Final Dividend | Mgmt | For | For | For | |||
3 | Elect Magali Anderson | Mgmt | For | For | For | |||
4 | Elect Stuart Chambers | Mgmt | For | For | For | |||
5 | Elect Duncan G. Wanblad | Mgmt | For | For | For | |||
6 | Elect Stephen T. Pearce | Mgmt | For | For | For | |||
7 | Elect Ian R. Ashby | Mgmt | For | For | For | |||
8 | Elect Marcelo H. Bastos | Mgmt | For | For | For | |||
9 | Elect Hilary Maxson | Mgmt | For | For | For | |||
10 | Elect Hixonia Nyasulu | Mgmt | For | For | For | |||
11 | Elect Nonkululeko M.C. Nyembezi | Mgmt | For | For | For | |||
12 | Elect Ian Tyler | Mgmt | For | For | For | |||
13 | Appointment of Auditor | Mgmt | For | For | For | |||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
15 | Remuneration Policy | Mgmt | For | For | For | |||
16 | Remuneration Report | Mgmt | For | For | For | |||
17 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
18 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
20 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
Asahi Group Holdings, Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
2502 | CINS J02100113 | 03/28/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Akiyoshi Koji | Mgmt | For | For | For | |||
4 | Elect Atsushi Katsuki | Mgmt | For | For | For | |||
5 | Elect Keizo Tanimura | Mgmt | For | For | For | |||
6 | Elect Kaoru Sakita | Mgmt | For | For | For | |||
7 | Elect Christina L. Ahmadjian | Mgmt | For | For | For | |||
8 | Elect Kenichiro Sasae | Mgmt | For | For | For | |||
9 | Elect Tetsuji Ohashi | Mgmt | For | For | For | |||
10 | Elect Mari Matsunaga | Mgmt | For | For | For | |||
11 | Elect Yukitaka Fukuda | Mgmt | For | For | For | |||
12 | Elect Sanae Tanaka Sanae Kikugawa | Mgmt | For | For | For | |||
Astrazeneca plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AZN | CINS G0593M107 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Final Dividend | Mgmt | For | For | For | |||
3 | Appointment of Auditor | Mgmt | For | For | For | |||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
5 | Elect Michel Demare | Mgmt | For | For | For | |||
6 | Elect Pascal Soriot | Mgmt | For | For | For | |||
7 | Elect Aradhana Sarin | Mgmt | For | For | For | |||
8 | Elect Philip Broadley | Mgmt | For | For | For | |||
9 | Elect Euan Ashley | Mgmt | For | For | For | |||
10 | Elect Deborah DiSanzo | Mgmt | For | For | For | |||
11 | Elect Diana Layfield | Mgmt | For | For | For | |||
12 | Elect Sherilyn S. McCoy | Mgmt | For | For | For | |||
13 | Elect Tony MOK Shu Kam | Mgmt | For | For | For | |||
14 | Elect Nazneen Rahman | Mgmt | For | For | For | |||
15 | Elect Andreas Rummelt | Mgmt | For | For | For | |||
16 | Elect Marcus Wallenberg | Mgmt | For | For | For | |||
17 | Remuneration Report | Mgmt | For | For | For | |||
18 | Authorisation of Political Donations | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
24 | Adoption of New Articles | Mgmt | For | For | For | |||
Australia and New Zealand Banking Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ANZ | CINS Q09504137 | 12/15/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Approve Grant of Restricted Rights and Performance Rights to Shayne Elliott | Mgmt | For | For | For | |||
3 | Approve the Amendments to the Company's Constitution | ShrHoldr | Against | Against | For | |||
4 | Approve Climate Risk Safeguarding | ShrHoldr | Against | Against | For | |||
5 | Elect Jeffrey Paul Smith as Director | Mgmt | For | For | For | |||
6 | Elect Sarah Jane Halton as Director | Mgmt | For | For | For | |||
7 | Elect Paul Dominic O'Sullivan as Director | Mgmt | For | For | For | |||
Australia and New Zealand Banking Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ANZ | CINS Q09504137 | 12/15/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Court | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Scheme of Arrangement in Relation to the Proposed Restructure of the ANZ Group | Mgmt | For | For | For | |||
Axa | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CS | CINS F06106102 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
9 | Accounts and Reports | Mgmt | For | For | For | |||
10 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
11 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
12 | 2022 Remuneration Report | Mgmt | For | For | For | |||
13 | 2022 Remuneration of Denis Duverne, Chair (Until April 28, 2022) | Mgmt | For | For | For | |||
14 | 2022 Remuneration of Antoine Gosset-Grainville, Chair (From April 28, 2022) | Mgmt | For | For | For | |||
15 | 2022 Remuneration of Thomas Buberl, CEO | Mgmt | For | Against | Against | |||
16 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | |||
17 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
18 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
19 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||
20 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
21 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
22 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
23 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
24 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | |||
25 | Authority to Set Offering Price of Shares | Mgmt | For | For | For | |||
26 | Authority to Increase Capital in Case of Exchange Offers | Mgmt | For | For | For | |||
27 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
28 | Authority to Issue Shares w/o Preemptive Rights in Consideration for Securities Issued by Subsidiaries | Mgmt | For | For | For | |||
29 | Authority to Issue Shares w/ Preemptive Rights in Consideration for Securities Issued by Subsidiaries | Mgmt | For | For | For | |||
30 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
31 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | |||
32 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
33 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
BAE Systems plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BA. | CINS G06940103 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Policy | Mgmt | For | For | For | |||
3 | Remuneration Report | Mgmt | For | For | For | |||
4 | Final Dividend | Mgmt | For | For | For | |||
5 | Elect Nick Anderson | Mgmt | For | For | For | |||
6 | Elect Thomas Arseneault | Mgmt | For | For | For | |||
7 | Elect Crystal E. Ashby | Mgmt | For | For | For | |||
8 | Elect Elizabeth Corley | Mgmt | For | For | For | |||
9 | Elect Bradley Greve | Mgmt | For | For | For | |||
10 | Elect Jane Griffiths | Mgmt | For | For | For | |||
11 | Elect Chris Grigg | Mgmt | For | For | For | |||
12 | Elect Ewan Kirk | Mgmt | For | For | For | |||
13 | Elect Stephen T. Pearce | Mgmt | For | For | For | |||
14 | Elect Nicole W. Piasecki | Mgmt | For | For | For | |||
15 | Elect Charles Woodburn | Mgmt | For | For | For | |||
16 | Elect Cressida Hogg | Mgmt | For | For | For | |||
17 | Elect Mark Sedwill | Mgmt | For | For | For | |||
18 | Appointment of Auditor | Mgmt | For | For | For | |||
19 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
20 | Authorisation of Political Donations | Mgmt | For | For | For | |||
21 | Long-Term Incentive Plan | Mgmt | For | For | For | |||
22 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
23 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
24 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
25 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
BNP Paribas SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BNP | CINS F1058Q238 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
8 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | |||
9 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
10 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
11 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||
12 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
13 | Election of Jean Lemierre | Mgmt | For | For | For | |||
14 | Election of Jacques Aschenbroich | Mgmt | For | For | For | |||
15 | Election Monique Cohen | Mgmt | For | For | For | |||
16 | Election of Daniela Schwarzer | Mgmt | For | For | For | |||
17 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
18 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
19 | 2023 Remuneration Policy (CEO and Deputy CEOs) | Mgmt | For | For | For | |||
20 | 2022 Remuneration Report | Mgmt | For | For | For | |||
21 | 2022 Remuneration of Jean Lemierre, Chair | Mgmt | For | For | For | |||
22 | 2022 Remuneration of Jean-Laurent Bonnafe, CEO | Mgmt | For | For | For | |||
23 | 2022 Remuneration of Yann Gerardin, Deputy CEO | Mgmt | For | For | For | |||
24 | 2022 Remuneration of Thierry Laborde, Deputy CEO | Mgmt | For | For | For | |||
25 | 2022 Remuneration of Identified Staff | Mgmt | For | For | For | |||
26 | Authority to Grant Super-Subordinated Convertible Bonds (Contingent Capital) Through Private Placement | Mgmt | For | For | For | |||
27 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
28 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
29 | Amendment Regarding the Chair's Age Limit | Mgmt | For | For | For | |||
30 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
BP plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BP. | CINS G12793108 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | Against | Against | |||
3 | Remuneration Policy | Mgmt | For | For | For | |||
4 | Elect Helge Lund | Mgmt | For | For | For | |||
5 | Elect Bernard Looney | Mgmt | For | For | For | |||
6 | Elect Murray Auchincloss | Mgmt | For | For | For | |||
7 | Elect Paula Rosput Reynolds | Mgmt | For | For | For | |||
8 | Elect Melody B. Meyer | Mgmt | For | For | For | |||
9 | Elect Tushar Morzaria | Mgmt | For | For | For | |||
10 | Elect Sir John Sawers | Mgmt | For | For | For | |||
11 | Elect Pamela Daley | Mgmt | For | For | For | |||
12 | Elect Karen A. Richardson | Mgmt | For | For | For | |||
13 | Elect Johannes Teyssen | Mgmt | For | For | For | |||
14 | Elect Amanda J. Blanc | Mgmt | For | For | For | |||
15 | Elect Satish Pai | Mgmt | For | For | For | |||
16 | Elect Hina Nagarajan | Mgmt | For | For | For | |||
17 | Appointment of Auditor | Mgmt | For | For | For | |||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
19 | Authorisation of Political Donations | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
23 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
24 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
25 | Shareholder Proposal Regarding Reporting and Reducing Greenhouse Gas Emissions | ShrHoldr | Against | Against | For | |||
Cairn Homes Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CRN | CINS G1858L107 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Accounts and Reports | Mgmt | For | For | For | |||
3 | Remuneration Report | Mgmt | For | For | For | |||
4 | Final Dividend | Mgmt | For | For | For | |||
5 | Elect John Reynolds | Mgmt | For | For | For | |||
6 | Elect Michael Stanley | Mgmt | For | For | For | |||
7 | Elect Shane Doherty | Mgmt | For | For | For | |||
8 | Elect Gary Britton | Mgmt | For | For | For | |||
9 | Elect Giles Davies | Mgmt | For | For | For | |||
10 | Elect Linda Hickey | Mgmt | For | For | For | |||
11 | Elect Alan McIntosh | Mgmt | For | For | For | |||
12 | Elect Orla O'Gorman | Mgmt | For | For | For | |||
13 | Elect Julie Sinnamon | Mgmt | For | For | For | |||
14 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
15 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
16 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
17 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
19 | Authority to Issue Treasury Shares | Mgmt | For | For | For | |||
20 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
CaixaBank SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CABK | CINS E2427M123 | 03/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Spain | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Accounts and Reports | Mgmt | For | For | For | |||
3 | Report on Non-Financial Information | Mgmt | For | For | For | |||
4 | Ratification of Board Acts | Mgmt | For | For | For | |||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
6 | Appointment of Auditor | Mgmt | For | For | For | |||
7 | Elect Gonzalo Gortazar Rotaeche | Mgmt | For | For | For | |||
8 | Elect Cristina Garmendia Mendizabal | Mgmt | For | For | For | |||
9 | Elect Maria Amparo Moraleda Martinez | Mgmt | For | For | For | |||
10 | Elect Peter Loscher | Mgmt | For | For | For | |||
11 | Amendments to Remuneration Policy | Mgmt | For | For | For | |||
12 | Directors' Fees | Mgmt | For | For | For | |||
13 | Authority to Issue Shares Pursuant to Equity Remuneration Plan | Mgmt | For | For | For | |||
14 | Maximum Variable Pay Ratio | Mgmt | For | For | For | |||
15 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
16 | Remuneration Report | Mgmt | For | For | For | |||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Coca-Cola Europacific Partners Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CCEP | CUSIP G25839104 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Policy | Mgmt | For | For | For | |||
3 | Remuneration Report | Mgmt | For | For | For | |||
4 | Elect Mary Harris | Mgmt | For | Against | Against | |||
5 | Elect Nicolas Mirzayantz | Mgmt | For | Against | Against | |||
6 | Elect Nancy W. Quan | Mgmt | For | Against | Against | |||
7 | Elect Manolo Arroyo | Mgmt | For | Against | Against | |||
8 | Elect John A. Bryant | Mgmt | For | Against | Against | |||
9 | Elect Jose Ignacio Comenge Sanchez-Real | Mgmt | For | Against | Against | |||
10 | Elect Damian P. Gammell | Mgmt | For | Against | Against | |||
11 | Elect Nathalie Gaveau | Mgmt | For | Against | Against | |||
12 | Elect Alvaro Gomez-Trenor Aguilar | Mgmt | For | Against | Against | |||
13 | Elect Thomas H. Johnson | Mgmt | For | Against | Against | |||
14 | Elect Dagmar Kollmann | Mgmt | For | Against | Against | |||
15 | Elect Alfonso Libano Daurella | Mgmt | For | Against | Against | |||
16 | Elect Mark Price | Mgmt | For | Against | Against | |||
17 | Elect Mario R. Sola | Mgmt | For | Against | Against | |||
18 | Elect Dessislava Temperley | Mgmt | For | Against | Against | |||
19 | Elect Garry Watts | Mgmt | For | Against | Against | |||
20 | Appointment of Auditor | Mgmt | For | For | For | |||
21 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
22 | Authorisation of Political Donations | Mgmt | For | For | For | |||
23 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
24 | Waiver of Mandatory Takeover Requirement | Mgmt | For | For | For | |||
25 | Long-Term Incentive Plan | Mgmt | For | For | For | |||
26 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
27 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
28 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
29 | Authority to Repurchase Shares Off Market | Mgmt | For | For | For | |||
30 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
Compagnie de Saint-Gobain S.A. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SGO | CINS F80343100 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Accounts and Reports | Mgmt | For | For | For | |||
8 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
9 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
10 | Elect Dominique Leroy | Mgmt | For | For | For | |||
11 | Elect Jana Revedin | Mgmt | For | For | For | |||
12 | 2022 Remuneration of Pierre-Andre de Chalendar, Chair | Mgmt | For | For | For | |||
13 | 2022 Remuneration of Benoit Bazin, CEO | Mgmt | For | For | For | |||
14 | 2022 Remuneration Report | Mgmt | For | For | For | |||
15 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
16 | 2023 Remuneration Policy (CEO) | Mgmt | For | Against | Against | |||
17 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
18 | 2023 Directors' Fees | Mgmt | For | For | For | |||
19 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
20 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | |||
23 | Greenshoe | Mgmt | For | For | For | |||
24 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
25 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
26 | Authority to Set Offering Price of Shares | Mgmt | For | For | For | |||
27 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
28 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
29 | Amendments to Articles Regarding Directors' Share Ownership | Mgmt | For | For | For | |||
30 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Compass Group Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CPG | CINS G23296208 | 02/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Remuneration Report | Mgmt | For | Against | Against | |||
3 | Approve Final Dividend | Mgmt | For | For | For | |||
4 | Re-elect Ian Meakins as Director | Mgmt | For | For | For | |||
5 | Re-elect Dominic Blakemore as Director | Mgmt | For | For | For | |||
6 | Re-elect Palmer Brown as Director | Mgmt | For | For | For | |||
7 | Re-elect Gary Green as Director | Mgmt | For | For | For | |||
8 | Re-elect Carol Arrowsmith as Director | Mgmt | For | For | For | |||
9 | Re-elect Stefan Bomhard as Director | Mgmt | For | For | For | |||
10 | Re-elect John Bryant as Director | Mgmt | For | For | For | |||
11 | Re-elect Arlene Isaacs-Lowe as Director | Mgmt | For | For | For | |||
12 | Re-elect Anne-Francoise Nesmes as Director | Mgmt | For | For | For | |||
13 | Re-elect Sundar Raman as Director | Mgmt | For | For | For | |||
14 | Re-elect Nelson Silva as Director | Mgmt | For | For | For | |||
15 | Re-elect Ireena Vittal as Director | Mgmt | For | Against | Against | |||
16 | Reappoint KPMG LLP as Auditors | Mgmt | For | For | For | |||
17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
18 | Authorise UK Political Donations and Expenditure | Mgmt | For | For | For | |||
19 | Authorise Issue of Equity | Mgmt | For | For | For | |||
20 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||
22 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||
23 | Authorise the Company to Call General Meeting with 14 Clear Days' Notice | Mgmt | For | Against | Against | |||
CRH Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CRH | CINS G25508105 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Accounts and Reports | Mgmt | For | For | For | |||
3 | Final Dividend | Mgmt | For | For | For | |||
4 | Remuneration Report | Mgmt | For | For | For | |||
5 | Elect Richard Boucher | Mgmt | For | For | For | |||
6 | Elect Caroline Dowling | Mgmt | For | For | For | |||
7 | Elect Richard H. Fearon | Mgmt | For | For | For | |||
8 | Elect Johan Karlstrom | Mgmt | For | For | For | |||
9 | Elect Shaun Kelly | Mgmt | For | For | For | |||
10 | Elect Badar Khan | Mgmt | For | For | For | |||
11 | Elect H. Lamar McKay | Mgmt | For | For | For | |||
12 | Elect Albert Manifold | Mgmt | For | For | For | |||
13 | Elect Jim Mintern | Mgmt | For | For | For | |||
14 | Elect Gillian L. Platt | Mgmt | For | For | For | |||
15 | Elect Mary K. Rhinehart | Mgmt | For | For | For | |||
16 | Elect Siobhan Talbot | Mgmt | For | For | For | |||
17 | Elect Christina Verchere | Mgmt | For | For | For | |||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
19 | Appointment of Auditor | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
23 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
CRH Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CRH | CINS G25508105 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Court | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Scheme of Arrangement (Settlement System Migration) | Mgmt | For | For | For | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
CRH Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CRH | CINS G25508105 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Approve Scheme of Arrangement | Mgmt | For | For | For | |||
4 | Change of Listing | Mgmt | For | For | For | |||
5 | Adoption of New Articles | Mgmt | For | For | For | |||
6 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
7 | Authority to Set Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||
8 | Amendments to Articles (Share Redemption) | Mgmt | For | For | For | |||
9 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
DBS Group Holdings Ltd | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
D05 | CINS Y20246107 | 03/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Singapore | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Accounts and Reports | Mgmt | For | For | For | |||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
4 | Directors' Fees | Mgmt | For | For | For | |||
5 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
6 | Elect Peter SEAH Lim Huat | Mgmt | For | For | For | |||
7 | Elect Punita Lal | Mgmt | For | For | For | |||
8 | Elect Anthony LIM Weng Kin | Mgmt | For | For | For | |||
9 | Authority To Grant Awards And Issue Shares Under The Dbsh Share Plan | Mgmt | For | For | For | |||
10 | Authority to Issues Share under The California Sub-Plan | Mgmt | For | For | For | |||
11 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | |||
12 | Authority To Issue Shares Pursuant To The Dbsh Scrip Dividend Scheme | Mgmt | For | For | For | |||
13 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
Deutsche Post AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DPW | CINS D19225107 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Germany | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
8 | Allocation of Dividends | Mgmt | For | For | For | |||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
11 | Elect Katrin Suder | Mgmt | For | For | For | |||
12 | Elect Mario Daberkow | Mgmt | For | For | For | |||
13 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
14 | Authority to Repurchase Shares Using Equity Derivatives | Mgmt | For | For | For | |||
15 | Remuneration Report | Mgmt | For | For | For | |||
16 | Amendments to Articles (Location) | Mgmt | For | For | For | |||
17 | Amendments to Articles (Virtual General Meeting) | Mgmt | For | For | For | |||
18 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | For | For | |||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
21 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
22 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Deutsche Telekom AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DTE | CINS D2035M136 | 04/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Germany | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
8 | Allocation of Dividends | Mgmt | For | For | For | |||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
11 | Appointment of Auditor | Mgmt | For | For | For | |||
12 | Elect Harald Kruger | Mgmt | For | For | For | |||
13 | Elect Reinhard Ploss | Mgmt | For | For | For | |||
14 | Elect Margret Suckale | Mgmt | For | For | For | |||
15 | Amendments to Articles (Virtual General Meetings) | Mgmt | For | For | For | |||
16 | Remuneration Report | Mgmt | For | Against | Against | |||
17 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
18 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
19 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
20 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
DNB Bank ASA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DNB | CINS R1R15X100 | 04/25/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Norway | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
6 | Opening of Meeting; Election of Presiding Chair | Mgmt | For | TNA | N/A | |||
7 | Agenda | Mgmt | For | TNA | N/A | |||
8 | Minutes | Mgmt | For | TNA | N/A | |||
9 | Accounts and Reports; Allocation of Profits and Dividends | Mgmt | For | TNA | N/A | |||
10 | Cancellation of Shares | Mgmt | For | TNA | N/A | |||
11 | Authority to Repurchase Shares (Cancellation) | Mgmt | For | TNA | N/A | |||
12 | Authority to Repurchase Shares (Hedging) | Mgmt | For | TNA | N/A | |||
13 | Authority to Issue Debt Instruments | Mgmt | For | TNA | N/A | |||
14 | Amendments to Articles (Debt Capital) | Mgmt | For | TNA | N/A | |||
15 | Amendments to Articles (General Meeting) | Mgmt | For | TNA | N/A | |||
16 | Remuneration Report | Mgmt | For | TNA | N/A | |||
17 | Corporate Governance Report | Mgmt | For | TNA | N/A | |||
18 | Election of Directors | Mgmt | For | TNA | N/A | |||
19 | Directors' and Nomination Committee Fees | Mgmt | For | TNA | N/A | |||
20 | Authority to Set Auditor's Fees | Mgmt | For | TNA | N/A | |||
21 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
22 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
23 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
Ferguson Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FERG | CINS G3421J106 | 11/30/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Jersey | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Final Dividend | Mgmt | For | For | For | |||
3 | Re-elect Kelly Baker as Director | Mgmt | For | For | For | |||
4 | Re-elect Suzanne Wood as Director | Mgmt | For | For | For | |||
5 | Re-elect Bill Brundage as Director | Mgmt | For | For | For | |||
6 | Re-elect Geoff Drabble as Director | Mgmt | For | For | For | |||
7 | Re-elect Catherine Halligan as Director | Mgmt | For | For | For | |||
8 | Re-elect Brian May as Director | Mgmt | For | For | For | |||
9 | Re-elect Kevin Murphy as Director | Mgmt | For | For | For | |||
10 | Re-elect Alan Murray as Director | Mgmt | For | For | For | |||
11 | Re-elect Tom Schmitt as Director | Mgmt | For | For | For | |||
12 | Re-elect Nadia Shouraboura as Director | Mgmt | For | For | For | |||
13 | Reappoint Deloitte LLP as Auditors | Mgmt | For | For | For | |||
14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
15 | Authorise UK Political Donations and Expenditure | Mgmt | For | For | For | |||
16 | Authorise Issue of Equity | Mgmt | For | For | For | |||
17 | Approve Non-Employee Director Incentive Plan | Mgmt | For | For | For | |||
18 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
19 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||
20 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||
21 | Adopt New Articles of Association | Mgmt | For | For | For | |||
Fortum Oyj | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FORTUM | CINS X2978Z118 | 04/13/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Finland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
10 | Accounts and Reports | Mgmt | For | For | For | |||
11 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
12 | Ratification of Board and CEO Acts | Mgmt | For | For | For | |||
13 | Remuneration Report | Mgmt | For | For | For | |||
14 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
15 | Directors' Fees | Mgmt | For | For | For | |||
16 | Board Size | Mgmt | For | For | For | |||
17 | Election of Directors | Mgmt | For | For | For | |||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
19 | Appointment of Auditor | Mgmt | For | For | For | |||
20 | Amendments to Articles | Mgmt | For | For | For | |||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
22 | Authority to issue treasury shares | Mgmt | For | For | For | |||
23 | Charitable Donations | Mgmt | For | For | For | |||
24 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Fortum Oyj | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FORTUM | CINS X2978Z118 | 11/23/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Finland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Chairman of Meeting | Mgmt | N/A | TNA | N/A | |||
2 | Call the Meeting to Order | Mgmt | N/A | TNA | N/A | |||
3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Mgmt | N/A | TNA | N/A | |||
4 | Acknowledge Proper Convening of Meeting | Mgmt | N/A | TNA | N/A | |||
5 | Prepare and Approve List of Shareholders | Mgmt | N/A | TNA | N/A | |||
6 | Approve Issuance of Shares for a Private Placement to Solidium Oy | Mgmt | For | TNA | N/A | |||
7 | Close Meeting | Mgmt | N/A | TNA | N/A | |||
Glencore plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GLEN | CINS G39420107 | 05/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Jersey | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Accounts and Reports | Mgmt | For | For | For | |||
3 | Cash Distribution (Reduction in Share Premium Account) | Mgmt | For | For | For | |||
4 | Elect Kalidas V. Madhavpeddi | Mgmt | For | For | For | |||
5 | Elect Gary Nagle | Mgmt | For | For | For | |||
6 | Elect Peter R. Coates | Mgmt | For | For | For | |||
7 | Elect Martin J. Gilbert | Mgmt | For | For | For | |||
8 | Elect Gill Marcus | Mgmt | For | For | For | |||
9 | Elect Cynthia B. Carroll | Mgmt | For | For | For | |||
10 | Elect David Wormsley | Mgmt | For | For | For | |||
11 | Elect Liz Hewitt | Mgmt | For | For | For | |||
12 | Appointment of Auditor | Mgmt | For | For | For | |||
13 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
14 | Opinion on the Companys Climate Report | Mgmt | For | For | For | |||
15 | Remuneration Report | Mgmt | For | For | For | |||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
17 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
18 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
20 | Shareholder Proposal Regarding Climate Action Transition Plan at 2024 AGM | ShrHoldr | Against | Against | For | |||
Hana Financial Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
086790 | CINS Y29975102 | 03/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2 | Amend Articles of Incorporation | Mgmt | For | For | For | |||
3.1 | Elect Kim Hong-jin as Outside Director | Mgmt | For | Against | Against | |||
3.2 | Elect Heo Yoon as Outside Director | Mgmt | For | Against | Against | |||
3.3 | Elect Lee Jeong-won as Outside Director | Mgmt | For | Against | Against | |||
3.4 | Elect Park Dong-moon as Outside Director | Mgmt | For | Against | Against | |||
3.5 | Elect Lee Gang-won as Outside Director | Mgmt | For | Against | Against | |||
3.6 | Elect Won Suk-yeon as Outside Director | Mgmt | For | For | For | |||
3.7 | Elect Lee Jun-seo as Outside Director | Mgmt | For | For | For | |||
3.8 | Elect Lee Seung-yeol as Non-Independent Non-Executive Director | Mgmt | For | For | For | |||
4 | Elect Yang Dong-hun as Outside Director to Serve as an Audit Committee Member | Mgmt | For | Against | Against | |||
5.1 | Elect Heo Yoon as a Member of Audit Committee | Mgmt | For | Against | Against | |||
5.2 | Elect Won Suk-yeon as a Member of Audit Committee | Mgmt | For | For | For | |||
5.3 | Elect Lee Jun-seo as a Member of Audit Committee | Mgmt | For | For | For | |||
6 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
Hoya Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
7741 | CINS J22848105 | 06/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Hiroaki Yoshihara | Mgmt | For | For | For | |||
3 | Elect Yasuyuki Abe | Mgmt | For | For | For | |||
4 | Elect Takayo Hasegawa | Mgmt | For | For | For | |||
5 | Elect Mika Nishimura | Mgmt | For | For | For | |||
6 | Elect Mototsugu Sato | Mgmt | For | For | For | |||
7 | Elect Eiichiro Ikeda | Mgmt | For | For | For | |||
8 | Elect Ryo Hirooka | Mgmt | For | For | For | |||
HSBC Holdings plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HSBA | CINS G4634U169 | 05/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | For | For | |||
3 | Elect Geraldine Buckingham | Mgmt | For | For | For | |||
4 | Elect Georges Elhedery | Mgmt | For | For | For | |||
5 | Elect Kalpana Morparia | Mgmt | For | For | For | |||
6 | Elect Rachel Duan | Mgmt | For | For | For | |||
7 | Elect Carolyn Fairbairn | Mgmt | For | For | For | |||
8 | Elect James J. Forese | Mgmt | For | For | For | |||
9 | Elect Steven Guggenheimer | Mgmt | For | For | For | |||
10 | Elect Jose Antonio Meade Kuribrena | Mgmt | For | For | For | |||
11 | Elect Eileen Murray | Mgmt | For | For | For | |||
12 | Elect David T. Nish | Mgmt | For | For | For | |||
13 | Elect Noel Quinn | Mgmt | For | For | For | |||
14 | Elect Mark E. Tucker | Mgmt | For | For | For | |||
15 | Appointment of Auditor | Mgmt | For | For | For | |||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
17 | Authorisation of Political Donations | Mgmt | For | For | For | |||
18 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
21 | Authority to Issue Repurchased Shares | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
23 | Authority to Repurchase Shares Off-Market | Mgmt | For | For | For | |||
24 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
25 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
26 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
27 | Shareholder Proposal Regarding Pension Scheme | ShrHoldr | Against | Against | For | |||
28 | Shareholder Proposal Regarding Potential Spin-Off or Business Restructuring | ShrHoldr | Against | Against | For | |||
29 | Shareholder Proposal Regarding Dividend Policy | ShrHoldr | Against | Against | For | |||
Imperial Brands Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
IMB | CINS G4720C107 | 02/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Remuneration Report | Mgmt | For | For | For | |||
3 | Approve Final Dividend | Mgmt | For | For | For | |||
4 | Re-elect Stefan Bomhard as Director | Mgmt | For | For | For | |||
5 | Re-elect Susan Clark as Director | Mgmt | For | For | For | |||
6 | Re-elect Ngozi Edozien as Director | Mgmt | For | For | For | |||
7 | Re-elect Therese Esperdy as Director | Mgmt | For | For | For | |||
8 | Re-elect Alan Johnson as Director | Mgmt | For | For | For | |||
9 | Re-elect Robert Kunze-Concewitz as Director | Mgmt | For | For | For | |||
10 | Re-elect Lukas Paravicini as Director | Mgmt | For | For | For | |||
11 | Re-elect Diane de Saint Victor as Director | Mgmt | For | For | For | |||
12 | Re-elect Jonathan Stanton as Director | Mgmt | For | For | For | |||
13 | Reappoint Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
14 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
15 | Approve Share Matching Scheme | Mgmt | For | For | For | |||
16 | Authorise UK Political Donations and Expenditure | Mgmt | For | For | For | |||
17 | Authorise Issue of Equity | Mgmt | For | For | For | |||
18 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
19 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||
20 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Mgmt | For | Against | Against | |||
ING Groep N.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INGA | CINS N4578E595 | 04/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
7 | Remuneration Report | Mgmt | For | For | For | |||
8 | Accounts and Reports | Mgmt | For | For | For | |||
9 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
10 | Allocation of Dividends | Mgmt | For | For | For | |||
11 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
12 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
13 | Appointment of Auditor | Mgmt | For | For | For | |||
14 | Elect Tanate Phutrakul to the Management Board | Mgmt | For | For | For | |||
15 | Election Alexandra Reich to the Supervisory Board | Mgmt | For | For | For | |||
16 | Elect Karl Guha to the Supervisory Board | Mgmt | For | For | For | |||
17 | Elect Herna Verhagen to the Supervisory Board | Mgmt | For | For | For | |||
18 | Elect Mike Rees to the Supervisory Board | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/ or w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
22 | Cancellation of Shares/Authorities to Issue Shares | Mgmt | For | For | For | |||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Itochu Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
8001 | CINS J2501P104 | 06/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Masahiro Okafuji | Mgmt | For | For | For | |||
4 | Elect Keita Ishii | Mgmt | For | For | For | |||
5 | Elect Fumihiko Kobayashi | Mgmt | For | For | For | |||
6 | Elect Tsuyoshi Hachimura | Mgmt | For | For | For | |||
7 | Elect Hiroyuki Tsubai | Mgmt | For | For | For | |||
8 | Elect Hiroyuki Naka | Mgmt | For | For | For | |||
9 | Elect Masatoshi Kawana | Mgmt | For | For | For | |||
10 | Elect Makiko Nakamori | Mgmt | For | For | For | |||
11 | Elect Kunio Ishizuka | Mgmt | For | For | For | |||
12 | Elect Akiko Ito Akiko Noda | Mgmt | For | For | For | |||
13 | Elect Yoshiko Matoba | Mgmt | For | For | For | |||
14 | Elect Kentaro Uryu | Mgmt | For | For | For | |||
15 | Elect Tsutomu Fujita | Mgmt | For | For | For | |||
16 | Elect Kumi Kobayashi Kumi Nojiri | Mgmt | For | For | For | |||
JD Sports Fashion plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JD | CINS G5144Y120 | 06/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | For | For | |||
3 | Final Dividend | Mgmt | For | For | For | |||
4 | Elect Regis Schultz | Mgmt | For | For | For | |||
5 | Elect Neil Greenhalgh | Mgmt | For | For | For | |||
6 | Elect Andrew Long | Mgmt | For | For | For | |||
7 | Elect Kath Smith | Mgmt | For | For | For | |||
8 | Elect Bert Hoyt | Mgmt | For | For | For | |||
9 | Elect Helen Ashton | Mgmt | For | For | For | |||
10 | Elect Mahbobeh Sabetnia | Mgmt | For | For | For | |||
11 | Elect Suzanne Williams | Mgmt | For | For | For | |||
12 | Elect Andrew Higginson | Mgmt | For | For | For | |||
13 | Elect Ian Dyson | Mgmt | For | For | For | |||
14 | Elect Angela Luger | Mgmt | For | For | For | |||
15 | Elect Darren Shapland | Mgmt | For | For | For | |||
16 | Appointment of Auditor | Mgmt | For | For | For | |||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
18 | Authorisation of Political Donations | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
JD Sports Fashion Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JD | CINS G5144Y120 | 07/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Remuneration Report | Mgmt | For | Against | Against | |||
3 | Approve Final Dividend | Mgmt | For | For | For | |||
4 | Re-elect Neil Greenhalgh as Director | Mgmt | For | For | For | |||
5 | Re-elect Andrew Long as Director | Mgmt | For | For | For | |||
6 | Re-elect Kath Smith as Director | Mgmt | For | For | For | |||
7 | Elect Bert Hoyt as Director | Mgmt | For | For | For | |||
8 | Elect Helen Ashton as Director | Mgmt | For | For | For | |||
9 | Elect Mahbobeh Sabetnia as Director | Mgmt | For | For | For | |||
10 | Elect Suzi Williams as Director | Mgmt | For | For | For | |||
11 | Reappoint KPMG LLP as Auditors | Mgmt | For | For | For | |||
12 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
13 | Authorise UK Political Donations and Expenditure | Mgmt | For | For | For | |||
14 | Authorise Issue of Equity | Mgmt | For | For | For | |||
15 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
16 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Mgmt | For | Against | Against | |||
JD Sports Fashion Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JD | CINS G5144Y120 | 12/13/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Policy | Mgmt | For | For | For | |||
2 | Approve Long Term Incentive Plan | Mgmt | For | For | For | |||
3 | Approve Deferred Bonus Plan | Mgmt | For | For | For | |||
KDDI CORPORATION | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
9433 | CINS J31843105 | 06/21/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Amendments to Articles | Mgmt | For | For | For | |||
4 | Elect Takashi Tanaka | Mgmt | For | For | For | |||
5 | Elect Makoto Takahashi | Mgmt | For | For | For | |||
6 | Elect Toshitake Amamiya | Mgmt | For | For | For | |||
7 | Elect Kazuyuki Yoshimura | Mgmt | For | For | For | |||
8 | Elect Yasuaki Kuwahara | Mgmt | For | For | For | |||
9 | Elect Hiromichi Matsuda | Mgmt | For | For | For | |||
10 | Elect Goro Yamaguchi | Mgmt | For | For | For | |||
11 | Elect Keiji Yamamoto | Mgmt | For | For | For | |||
12 | Elect Shigeki Goto | Mgmt | For | For | For | |||
13 | Elect Tsutomu Tannowa | Mgmt | For | For | For | |||
14 | Elect Junko Okawa | Mgmt | For | For | For | |||
15 | Elect Kyoko Okumiya | Mgmt | For | For | For | |||
Kerry Group Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KRZ | CINS G52416107 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Accounts and Reports | Mgmt | For | For | For | |||
3 | Final Dividend | Mgmt | For | For | For | |||
4 | Elect Patrick Rohan | Mgmt | For | For | For | |||
5 | Elect Gerry Behan | Mgmt | For | For | For | |||
6 | Elect Hugh Brady | Mgmt | For | For | For | |||
7 | Elect Fiona Dawson | Mgmt | For | For | For | |||
8 | Elect Karin L. Dorrepaal | Mgmt | For | For | For | |||
9 | Elect Emer Gilvarry | Mgmt | For | For | For | |||
10 | Elect Michael T. Kerr | Mgmt | For | For | For | |||
11 | Elect Marguerite Larkin | Mgmt | For | For | For | |||
12 | Elect Tom Moran | Mgmt | For | For | For | |||
13 | Elect Christopher Rogers | Mgmt | For | For | For | |||
14 | Elect Edmond Scanlan | Mgmt | For | For | For | |||
15 | Elect Jinlong Wang | Mgmt | For | For | For | |||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
17 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
18 | Remuneration Report | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
23 | Employee Share Plan | Mgmt | For | For | For | |||
24 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
25 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Koninklijke Ahold Delhaize N.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AD | CINS N0074E105 | 04/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
6 | Accounts and Reports | Mgmt | For | For | For | |||
7 | Allocation of Dividends | Mgmt | For | For | For | |||
8 | Remuneration Report | Mgmt | For | For | For | |||
9 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
10 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
11 | Elect Peter Agnefjall to the Supervisory Board | Mgmt | For | For | For | |||
12 | Elect Bill McEwan to the Supervisory Board | Mgmt | For | For | For | |||
13 | Elect Katherine C. Doyle to the Supervisory Board | Mgmt | For | For | For | |||
14 | Elect Julia Vander Ploeg to the Supervisory Board | Mgmt | For | For | For | |||
15 | Elect Frans Muller to the Management Board | Mgmt | For | For | For | |||
16 | Elect JJ Fleeman to the Management Board | Mgmt | For | For | For | |||
17 | Appointment of Auditor | Mgmt | For | For | For | |||
18 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
19 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
21 | Cancellation Of Shares | Mgmt | For | For | For | |||
22 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
23 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Lanxess AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LXS | CINS D5032B102 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Germany | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
7 | Allocation of Dividends | Mgmt | For | For | For | |||
8 | Ratification of Management Board Acts | Mgmt | For | For | For | |||
9 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | |||
10 | Appointment of Auditor (Statutory Auditor FY 2023) | Mgmt | For | For | For | |||
11 | Appointment of Auditor (Interim Statements in FY 2023) | Mgmt | For | For | For | |||
12 | Appointment of Auditor (Statutory Auditor FY 2024) | Mgmt | For | For | For | |||
13 | Appointment of Auditor (Interim Statements in FY 2024) | Mgmt | For | For | For | |||
14 | Remuneration Report | Mgmt | For | For | For | |||
15 | Elect Pamela Knapp to the Supervisory Board | Mgmt | For | For | For | |||
16 | Increase in Authorised Capital I | Mgmt | For | For | For | |||
17 | Increase in Authorised Capital II | Mgmt | For | For | For | |||
18 | Authority to Issue Convertible Debt Instruments; Increase in Conditional Capital | Mgmt | For | For | For | |||
19 | Amendments to Articles (Virtual Shareholder Meetings) | Mgmt | For | For | For | |||
20 | Amendments to Articles (Supervisory Board Meetings) | Mgmt | For | For | For | |||
21 | Amendments to Articles (Virtual Participation of Supervisory Board Members) | Mgmt | For | For | For | |||
Magna International Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MG | CUSIP 559222401 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Canada | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter Guy Bowie | Mgmt | For | For | For | |||
2 | Elect Mary S. Chan | Mgmt | For | For | For | |||
3 | Elect V. Peter Harder | Mgmt | For | For | For | |||
4 | Elect Jan R. Hauser | Mgmt | For | For | For | |||
5 | Elect Seetarama S. Kotagiri | Mgmt | For | For | For | |||
6 | Elect Jay K. Kunkel | Mgmt | For | For | For | |||
7 | Elect Robert F. MacLellan | Mgmt | For | For | For | |||
8 | Elect Mary Lou Maher | Mgmt | For | For | For | |||
9 | Elect William A. Ruh | Mgmt | For | For | For | |||
10 | Elect Indira V. Samarasekera | Mgmt | For | For | For | |||
11 | Elect Matthew Tsien | Mgmt | For | For | For | |||
12 | Elect Thomas Weber | Mgmt | For | Withhold | Against | |||
13 | Elect Lisa S. Westlake | Mgmt | For | For | For | |||
14 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
Minebea Mitsumi Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
6479 | CINS J42884130 | 06/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Yoshihisa Kainuma | Mgmt | For | For | For | |||
4 | Elect Shigeru Moribe | Mgmt | For | For | For | |||
5 | Elect Katsuhiko Yoshida | Mgmt | For | For | For | |||
6 | Elect Ryozo Iwaya | Mgmt | For | For | For | |||
7 | Elect Shigeru None | Mgmt | For | For | For | |||
8 | Elect Satoshi Mizuma | Mgmt | For | For | For | |||
9 | Elect Katsutoshi Suzuki | Mgmt | For | For | For | |||
10 | Elect Yuko Miyazaki | Mgmt | For | For | For | |||
11 | Elect Atsuko Matsumura | Mgmt | For | For | For | |||
12 | Elect Yuko Haga Yuko Hayashi | Mgmt | For | For | For | |||
13 | Elect Hirofumi Katase | Mgmt | For | For | For | |||
14 | Elect Takashi Matsuoka | Mgmt | For | For | For | |||
15 | Elect Masahiro Tsukagoshi | Mgmt | For | For | For | |||
16 | Elect Hiroshi Yamamoto | Mgmt | For | For | For | |||
17 | Elect Makoto Hoshino | Mgmt | For | For | For | |||
Mitsubishi Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
8058 | CINS J43830116 | 06/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Takehiko Kakiuchi | Mgmt | For | For | For | |||
4 | Elect Katsuya Nakanishi | Mgmt | For | For | For | |||
5 | Elect Norikazu Tanaka | Mgmt | For | For | For | |||
6 | Elect Yutaka Kashiwagi | Mgmt | For | For | For | |||
7 | Elect Yuzo Nouchi | Mgmt | For | For | For | |||
8 | Elect Tsuneyoshi Tatsuoka | Mgmt | For | For | For | |||
9 | Elect Shunichi Miyanaga | Mgmt | For | For | For | |||
10 | Elect Sakie Akiyama | Mgmt | For | For | For | |||
11 | Elect Mari Sagiya Mari Itaya | Mgmt | For | For | For | |||
12 | Elect Akira Murakoshi as Statutory Auditor | Mgmt | For | For | For | |||
13 | Amendment to Directors' Fees | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Aligning Business Strategy to the Paris Agreement | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Alignment of Capex With Net Zero by 2050 Scenario | ShrHoldr | Against | Against | For | |||
Mitsui Fudosan Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
8801 | CINS J4509L101 | 06/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Masanobu Komoda | Mgmt | For | For | For | |||
4 | Elect Takashi Ueda | Mgmt | For | For | For | |||
5 | Elect Takashi Yamamoto | Mgmt | For | For | For | |||
6 | Elect Takayuki Miki | Mgmt | For | For | For | |||
7 | Elect Yoshihiro Hirokawa | Mgmt | For | For | For | |||
8 | Elect Shingo Suzuki | Mgmt | For | For | For | |||
9 | Elect Makoto Tokuda | Mgmt | For | For | For | |||
10 | Elect Hisashi Osawa | Mgmt | For | For | For | |||
11 | Elect Tsunehiro Nakayama | Mgmt | For | For | For | |||
12 | Elect Shinichiro Ito | Mgmt | For | For | For | |||
13 | Elect Eriko Kawai | Mgmt | For | For | For | |||
14 | Elect Mami Indo | Mgmt | For | For | For | |||
15 | Elect Wataru Hamamoto | Mgmt | For | For | For | |||
16 | Elect Minoru Nakazato | Mgmt | For | For | For | |||
17 | Elect Mayo Mita Mayo Nakatsuka | Mgmt | For | For | For | |||
18 | Bonus | Mgmt | For | For | For | |||
Mizuho Financial Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
8411 | CINS J4599L102 | 06/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Yoshimitsu Kobayashi | Mgmt | For | For | For | |||
3 | Elect Ryoji Sato | Mgmt | For | For | For | |||
4 | Elect Takashi Tsukioka | Mgmt | For | For | For | |||
5 | Elect Kotaro Ono | Mgmt | For | For | For | |||
6 | Elect Hiromichi Shinohara | Mgmt | For | For | For | |||
7 | Elect Masami Yamamoto | Mgmt | For | For | For | |||
8 | Elect Izumi Kobayashi | Mgmt | For | For | For | |||
9 | Elect Yumiko Noda | Mgmt | For | For | For | |||
10 | Elect Seiji Imai | Mgmt | For | For | For | |||
11 | Elect Hisaaki Hirama | Mgmt | For | For | For | |||
12 | Elect Masahiro Kihara | Mgmt | For | For | For | |||
13 | Elect Makoto Umemiya | Mgmt | For | For | For | |||
14 | Elect Motonori Wakabayashi | Mgmt | For | For | For | |||
15 | Elect Nobuhiro Kaminoyama | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Aligning Investments with the Paris Agreement | ShrHoldr | Against | Against | For | |||
NIPPON TELEGRAPH AND TELEPHONE CORPORATION | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
9432 | CINS J59396101 | 06/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Keiichiro Yanagi | Mgmt | For | For | For | |||
4 | Elect Kanae Takahashi | Mgmt | For | For | For | |||
5 | Elect Hideki Kanda | Mgmt | For | For | For | |||
6 | Elect Kaoru Kashima Kaoru Taya | Mgmt | For | For | For | |||
NSK Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
6471 | CINS J55505101 | 06/23/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Amendments to Articles | Mgmt | For | TNA | N/A | |||
3 | Elect Akitoshi Ichii | Mgmt | For | TNA | N/A | |||
4 | Elect Keita Suzuki | Mgmt | For | TNA | N/A | |||
5 | Elect Saimon Nogami | Mgmt | For | TNA | N/A | |||
6 | Elect Kenichi Yamana | Mgmt | For | TNA | N/A | |||
7 | Elect Mitsuhiro Nagahama | Mgmt | For | TNA | N/A | |||
8 | Elect Koichi Obara | Mgmt | For | TNA | N/A | |||
9 | Elect Junji Tsuda | Mgmt | For | TNA | N/A | |||
10 | Elect Sayoko Izumoto | Mgmt | For | TNA | N/A | |||
11 | Elect Mikio Fujitsuka | Mgmt | For | TNA | N/A | |||
Orix Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
8591 | CINS J61933123 | 06/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Makoto Inoue | Mgmt | For | For | For | |||
3 | Elect Shuji Irie | Mgmt | For | For | For | |||
4 | Elect Satoru Matsuzaki | Mgmt | For | For | For | |||
5 | Elect Stan Koyanagi | Mgmt | For | For | For | |||
6 | Elect Yasuaki Mikami | Mgmt | For | For | For | |||
7 | Elect Michael A. Cusumano | Mgmt | For | For | For | |||
8 | Elect Sakie Akiyama | Mgmt | For | For | For | |||
9 | Elect Hiroshi Watanabe | Mgmt | For | For | For | |||
10 | Elect Aiko Sekine Aiko Sano | Mgmt | For | For | For | |||
11 | Elect Chikatomo Hodo | Mgmt | For | For | For | |||
12 | Elect Noriyuki Yanagawa | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Dismissal of Shuji Irie | ShrHoldr | Against | Against | For | |||
Pan Pacific International Holdings Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
7532 | CINS J6352W100 | 09/28/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Allocation of Income, with a Final Dividend of JPY 14 | Mgmt | For | For | For | |||
2 | Amend Articles to Disclose Shareholder Meeting Materials on Internet | Mgmt | For | For | For | |||
3 | Elect Director Yoshida, Naoki | Mgmt | For | For | For | |||
4 | Elect Director Matsumoto, Kazuhiro | Mgmt | For | For | For | |||
5 | Elect Director Sekiguchi, Kenji | Mgmt | For | For | For | |||
6 | Elect Director Moriya, Hideki | Mgmt | For | For | For | |||
7 | Elect Director Ishii, Yuji | Mgmt | For | For | For | |||
8 | Elect Director Shimizu, Keita | Mgmt | For | For | For | |||
9 | Elect Director Ninomiya, Hitomi | Mgmt | For | For | For | |||
10 | Elect Director Kubo, Isao | Mgmt | For | For | For | |||
11 | Elect Director Yasuda, Takao | Mgmt | For | For | For | |||
12 | Elect Director and Audit Committee Member Yoshimura, Yasunori | Mgmt | For | For | For | |||
13 | Elect Director and Audit Committee Member Kamo, Masaharu | Mgmt | For | For | For | |||
Panasonic Holdings Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
6752 | CINS J6354Y104 | 06/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Kazuhiro Tsuga | Mgmt | For | For | For | |||
3 | Elect Yuki Kusumi | Mgmt | For | For | For | |||
4 | Elect Tetsuro Homma | Mgmt | For | For | For | |||
5 | Elect Mototsugu Sato | Mgmt | For | For | For | |||
6 | Elect Hirokazu Umeda | Mgmt | For | For | For | |||
7 | Elect Shinobu Matsui | Mgmt | For | For | For | |||
8 | Elect Kunio Noji | Mgmt | For | For | For | |||
9 | Elect Michitaka Sawada | Mgmt | For | For | For | |||
10 | Elect Kazuhiko Toyama | Mgmt | For | For | For | |||
11 | Elect Yoshinobu Tsutsui | Mgmt | For | For | For | |||
12 | Elect Yoshiyuki Miyabe | Mgmt | For | For | For | |||
13 | Elect Ayako Shotoku Ayako Kurama | Mgmt | For | For | For | |||
14 | Elect Keita Nishiyama | Mgmt | For | For | For | |||
15 | Elect Hidetoshi Baba as Statutory Auditor | Mgmt | For | For | For | |||
16 | Amendment to Restricted Stock Plan | Mgmt | For | For | For | |||
17 | Statutory Auditors' Fees | Mgmt | For | For | For | |||
Partners Group Holding AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PGHN | CINS H6120A101 | 05/24/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Switzerland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
4 | Allocation of Dividends | Mgmt | For | TNA | N/A | |||
5 | Ratification of Board and Management Acts | Mgmt | For | TNA | N/A | |||
6 | Amendment to Company Purpose | Mgmt | For | TNA | N/A | |||
7 | Amendments to Articles (Virtual Meetings) | Mgmt | For | TNA | N/A | |||
8 | Amendments to Articles (Miscellaneous) | Mgmt | For | TNA | N/A | |||
9 | Amendments to Articles (Share Register) | Mgmt | For | TNA | N/A | |||
10 | Compensation Report | Mgmt | For | TNA | N/A | |||
11 | Board Compensation (Fixed) | Mgmt | For | TNA | N/A | |||
12 | Board Compensation (Long-Term) | Mgmt | For | TNA | N/A | |||
13 | Board Compensation (Technical Non-Financial) | Mgmt | For | TNA | N/A | |||
14 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | |||
15 | Executive Compensation (Long-Term) | Mgmt | For | TNA | N/A | |||
16 | Executive Compensation (Technical Non-Financial) | Mgmt | For | TNA | N/A | |||
17 | Elect Steffen Meister as Board Chair | Mgmt | For | TNA | N/A | |||
18 | Elect Marcel Erni | Mgmt | For | TNA | N/A | |||
19 | Elect Alfred Gantner | Mgmt | For | TNA | N/A | |||
20 | Elect Anne Lester | Mgmt | For | TNA | N/A | |||
21 | Elect Gaelle Olivier | Mgmt | For | TNA | N/A | |||
22 | Elect Martin Strobel | Mgmt | For | TNA | N/A | |||
23 | Elect Urs Wietlisbach | Mgmt | For | TNA | N/A | |||
24 | Elect Flora Zhao | Mgmt | For | TNA | N/A | |||
25 | Elect Flora Zhao as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
26 | Elect Anne Lester as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
27 | Elect Martin Strobel as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
28 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||
29 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
30 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
Prudential plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PRU | CINS G72899100 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | For | For | |||
3 | Remuneration Policy | Mgmt | For | For | For | |||
4 | Elect Arijit Basu | Mgmt | For | For | For | |||
5 | Elect Claudia Sussmuth Dyckerhoff | Mgmt | For | For | For | |||
6 | Elect Anil Wadhwani | Mgmt | For | For | For | |||
7 | Elect Shriti Vadera | Mgmt | For | For | For | |||
8 | Elect Jeremy Anderson | Mgmt | For | For | For | |||
9 | Elect CHUA Sock Koong | Mgmt | For | For | For | |||
10 | Elect David Law | Mgmt | For | For | For | |||
11 | Elect Ming Lu | Mgmt | For | For | For | |||
12 | Elect George D. Sartorel | Mgmt | For | For | For | |||
13 | Elect Jeanette Wong | Mgmt | For | For | For | |||
14 | Elect Yok Tak Amy Yip | Mgmt | For | For | For | |||
15 | Appointment of Auditor | Mgmt | For | For | For | |||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
17 | Authorisation of Political Donations | Mgmt | For | For | For | |||
18 | Sharesave Plan | Mgmt | For | For | For | |||
19 | Long-Term Incentive Plan | Mgmt | For | For | For | |||
20 | International Savings-Related Share Option Scheme for Non-Employees | Mgmt | For | For | For | |||
21 | Service Provider Sublimit (ISSOSNE) | Mgmt | For | For | For | |||
22 | Agency Long-Term Incentive Plan | Mgmt | For | For | For | |||
23 | Service Provider Sublimit (Agency LTIP) | Mgmt | For | For | For | |||
24 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
25 | Authority to Issue Repurchased Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
26 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
27 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
28 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
29 | Adoption of New Articles | Mgmt | For | For | For | |||
30 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
Qantas Airways Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
QAN | CINS Q77974550 | 11/04/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Richard Goyder as Director | Mgmt | For | For | For | |||
2 | Elect Maxine Brenner as Director | Mgmt | For | For | For | |||
3 | Elect Jacqueline Hey as Director | Mgmt | For | For | For | |||
4 | Approve Participation of Alan Joyce in the Recovery Retention Plan | Mgmt | For | For | For | |||
5 | Approve Participation of Alan Joyce in the Long-Term Incentive Plan | Mgmt | For | For | For | |||
6 | Approve Remuneration Report | Mgmt | For | Against | Against | |||
QBE Insurance Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
QBE | CINS Q78063114 | 05/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Remuneration Report | Mgmt | For | For | For | |||
3 | Equity Grant (Group CEO Andrew Horton) | Mgmt | For | For | For | |||
4 | Re-elect Mike Wilkins | Mgmt | For | For | For | |||
5 | Re-elect Kathy Lisson | Mgmt | For | For | For | |||
Quilter Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
QLT | CINS G3651J115 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | For | For | |||
3 | Final Dividend | Mgmt | For | For | For | |||
4 | Elect Neeta Atkar | Mgmt | For | For | For | |||
5 | Elect Tim Breedon | Mgmt | For | For | For | |||
6 | Elect Tazim Essani | Mgmt | For | For | For | |||
7 | Elect Moira A. Kilcoyne | Mgmt | For | For | For | |||
8 | Elect Steve Levin | Mgmt | For | For | For | |||
9 | Elect Ruth Markland | Mgmt | For | For | For | |||
10 | Elect Paul Matthews | Mgmt | For | For | For | |||
11 | Elect George M. Reid | Mgmt | For | For | For | |||
12 | Elect Christopher Samuel | Mgmt | For | For | For | |||
13 | Elect Mark O. Satchel | Mgmt | For | For | For | |||
14 | Appointment of Auditor | Mgmt | For | For | For | |||
15 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
16 | Authorisation of Political Donations | Mgmt | For | For | For | |||
17 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
18 | Authority to Repurchase Shares Off-Market | Mgmt | For | For | For | |||
19 | Adoption of New Article (Odd-lot Offer) | Mgmt | For | For | For | |||
20 | Approval of Odd-lot Offer | Mgmt | For | For | For | |||
21 | Authority to Repurchase Shares (Odd-lot Offer) | Mgmt | For | For | For | |||
Renesas Electronics Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
6723 | CINS J4881V107 | 03/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Hidetoshi Shibata | Mgmt | For | For | For | |||
3 | Elect Jiro Iwasaki | Mgmt | For | For | For | |||
4 | Elect Selena Loh Lacroix | Mgmt | For | For | For | |||
5 | Elect Noboru Yamamoto | Mgmt | For | For | For | |||
6 | Elect Takuya Hirano | Mgmt | For | For | For | |||
7 | Employee Share Purchase Plan for Overseas Employees | Mgmt | For | Against | Against | |||
Rio Tinto plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RIO | CINS G75754104 | 04/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report (UK) | Mgmt | For | For | For | |||
3 | Remuneration Report (AUS) | Mgmt | For | For | For | |||
4 | Approve Potential Termination Benefits | Mgmt | For | For | For | |||
5 | Elect Kaisa Hietala | Mgmt | For | For | For | |||
6 | Elect Dominic Barton | Mgmt | For | For | For | |||
7 | Elect Megan E. Clark | Mgmt | For | For | For | |||
8 | Elect Peter Cunningham | Mgmt | For | For | For | |||
9 | Elect Simon P. Henry | Mgmt | For | For | For | |||
10 | Elect Sam H. Laidlaw | Mgmt | For | For | For | |||
11 | Elect Simon McKeon | Mgmt | For | For | For | |||
12 | Elect Jennifer Nason | Mgmt | For | For | For | |||
13 | Elect Jakob Stausholm | Mgmt | For | For | For | |||
14 | Elect Ngaire Woods | Mgmt | For | For | For | |||
15 | Elect Ben Wyatt | Mgmt | For | For | For | |||
16 | Appointment of Auditor | Mgmt | For | For | For | |||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
18 | Authorisation of Political Donations | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
22 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
Rio Tinto Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RIO | CINS G75754104 | 10/25/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Proposed Joint Venture with China Baowu Steel Group Co., Ltd | Mgmt | For | For | For | |||
2 | Approve Any Acquisition or Disposal of a Substantial Asset from or to China Baowu Steel Group Co., Ltd or its Associates Pursuant to a Future Transaction | Mgmt | For | For | For | |||
Samsung Electronics Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
005930 | CINS Y74718100 | 11/03/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Heo Eun-nyeong as Outside Director | Mgmt | For | For | For | |||
2 | Elect Yoo Myeong-hui as Outside Director | Mgmt | For | For | For | |||
Sanofi | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SAN | CINS F5548N101 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | |||
6 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
8 | Elect Frederic Oudea | Mgmt | For | For | For | |||
9 | 2022 Remuneration Report | Mgmt | For | For | For | |||
10 | 2022 Remuneration of Serge Weinberg, Chair | Mgmt | For | For | For | |||
11 | 2022 Remuneration of Paul Hudson, CEO | Mgmt | For | For | For | |||
12 | 2023 Directors' Fees | Mgmt | For | For | For | |||
13 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
14 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
15 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | |||
16 | Appointment of Auditor (PwC) | Mgmt | For | For | For | |||
17 | Relocation of Corporate Headquarters | Mgmt | For | For | For | |||
18 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
19 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
20 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Issue Shares and/or Convertible Debt Through Private Placement | Mgmt | For | For | For | |||
23 | Authority to Issue Debt Instruments | Mgmt | For | For | For | |||
24 | Greenshoe | Mgmt | For | For | For | |||
25 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
26 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
27 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
28 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
29 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Seven & I Holdings Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
3382 | CINS J7165H108 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Ryuichi Isaka | Mgmt | For | Against | Against | |||
4 | Elect Katsuhiro Goto | Mgmt | For | Against | Against | |||
5 | Elect Toshiro Yonemura | Mgmt | For | Against | Against | |||
6 | Elect Shinji Wada | Mgmt | For | Against | Against | |||
7 | Elect Fuminao Hachiuma | Mgmt | For | Against | Against | |||
8 | Elect Kaori Matsuhashi Kaori Hosoya as Statutory Auditor | Mgmt | For | For | For | |||
9 | Elect Junro Ito | Mgmt | For | For | For | |||
10 | Elect Fumihiko Nagamatsu | Mgmt | For | For | For | |||
11 | Elect Joseph M. DePinto | Mgmt | For | For | For | |||
12 | Elect Yoshimichi Maruyama | Mgmt | For | For | For | |||
13 | Elect Yoshiyuki Izawa | Mgmt | For | For | For | |||
14 | Elect Meyumi Yamada | Mgmt | For | For | For | |||
15 | Elect Jenifer S. Rogers | Mgmt | For | For | For | |||
16 | Elect Paul K. Yonamine | Mgmt | For | For | For | |||
17 | Elect Stephen H. Dacus | Mgmt | For | For | For | |||
18 | Elect Elizabeth M. Meyerdirk | Mgmt | For | For | For | |||
19 | Shareholder Proposal to Elect Dissident Nominee Katsuya Natori | ShrHoldr | Against | For | Against | |||
20 | Shareholder Proposal to Elect Dissident Nominee Dene Rogers | ShrHoldr | Against | For | Against | |||
21 | Shareholder Proposal to Elect Dissident Nominee Ronald Gill | ShrHoldr | Against | For | Against | |||
22 | Shareholder Proposal to Elect Dissident Nominee Brittni Levinson | ShrHoldr | Against | For | Against | |||
Shell Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SHEL | CINS G80827101 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Accounts and Reports | Mgmt | For | For | For | |||
3 | Remuneration Policy | Mgmt | For | For | For | |||
4 | Remuneration Report | Mgmt | For | For | For | |||
5 | Elect Wael Sawan | Mgmt | For | For | For | |||
6 | Elect Cyrus Taraporevala | Mgmt | For | For | For | |||
7 | Elect Sir Charles Roxburgh | Mgmt | For | For | For | |||
8 | Elect Leena Srivastava | Mgmt | For | For | For | |||
9 | Elect Sinead Gorman | Mgmt | For | For | For | |||
10 | Elect Dick Boer | Mgmt | For | For | For | |||
11 | Elect Neil A.P. Carson | Mgmt | For | For | For | |||
12 | Elect Ann F. Godbehere | Mgmt | For | For | For | |||
13 | Elect Jane Holl Lute | Mgmt | For | For | For | |||
14 | Elect Catherine J. Hughes | Mgmt | For | For | For | |||
15 | Elect Sir Andrew Mackenzie | Mgmt | For | For | For | |||
16 | Elect Abraham Schot | Mgmt | For | For | For | |||
17 | Appointment of Auditor | Mgmt | For | For | For | |||
18 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares (Off-Market) | Mgmt | For | For | For | |||
23 | Authorisation of Political Donations | Mgmt | For | For | For | |||
24 | Adoption of New Articles | Mgmt | For | For | For | |||
25 | Performance Share Plan | Mgmt | For | For | For | |||
26 | Approval of Energy Transition Progress | Mgmt | For | For | For | |||
27 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | |||
28 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Siemens AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SIE | CINS D69671218 | 02/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Germany | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2021/22 (Non-Voting) | Mgmt | N/A | N/A | N/A | |||
2 | Approve Allocation of Income and Dividends of EUR 4.25 per Share | Mgmt | For | For | For | |||
3.1 | Approve Discharge of Management Board Member Roland Busch for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
3.2 | Approve Discharge of Management Board Member Cedrik Neike for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
3.3 | Approve Discharge of Management Board Member Matthias Rebellius for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
3.4 | Approve Discharge of Management Board Member Ralf Thomas for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
3.5 | Approve Discharge of Management Board Member Judith Wiese for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.1 | Approve Discharge of Supervisory Board Member Jim Snabe for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.2 | Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.3 | Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.4 | Approve Discharge of Supervisory Board Member Tobias Baeumler for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.5 | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.6 | Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.7 | Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.8 | Approve Discharge of Supervisory Board Member Harald Kern for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.9 | Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.10 | Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.11 | Approve Discharge of Supervisory Board Member Hagen Reimer for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.12 | Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.13 | Approve Discharge of Supervisory Board Member Kasper Roersted for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.14 | Approve Discharge of Supervisory Board Member Nemat Shafik for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.15 | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.16 | Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.17 | Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.18 | Approve Discharge of Supervisory Board Member Grazia Vittadini for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.19 | Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.20 | Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2022/23 | Mgmt | For | For | For | |||
6 | Approve Remuneration Report | Mgmt | For | For | For | |||
7.1 | Elect Werner Brandt to the Supervisory Board | Mgmt | For | For | For | |||
7.2 | Elect Regina Dugan to the Supervisory Board | Mgmt | For | For | For | |||
7.3 | Elect Keryn Lee James to the Supervisory Board | Mgmt | For | For | For | |||
7.4 | Elect Martina Merz to the Supervisory Board | Mgmt | For | For | For | |||
7.5 | Elect Benoit Potier to the Supervisory Board | Mgmt | For | For | For | |||
7.6 | Elect Nathalie von Siemens to the Supervisory Board | Mgmt | For | For | For | |||
7.7 | Elect Matthias Zachert to the Supervisory Board | Mgmt | For | For | For | |||
8 | Approve Virtual-Only Shareholder Meetings Until 2025 | Mgmt | For | For | For | |||
9 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Mgmt | For | For | For | |||
10 | Amend Articles Re: Registration in the Share Register | Mgmt | For | For | For | |||
Siemens Energy AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ENR | CINS D6T47E106 | 02/07/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Germany | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2021/22 (Non-Voting) | Mgmt | N/A | N/A | N/A | |||
2 | Approve Allocation of Income and Omission of Dividends | Mgmt | For | For | For | |||
3.1 | Approve Discharge of Management Board Member Christian Bruch for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
3.2 | Approve Discharge of Management Board Member Maria Ferraro for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
3.3 | Approve Discharge of Management Board Member Karim Amin (from March 1, 2022) for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
3.4 | Approve Discharge of Management Board Member Jochen Eickholt (until Feb. 28, 2022) for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
3.5 | Approve Discharge of Management Board Member Tim Holt for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.1 | Approve Discharge of Supervisory Board Member Joe Kaeser for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.2 | Approve Discharge of Supervisory Board Member Robert Kensbock for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.3 | Approve Discharge of Supervisory Board Member Hubert Lienhard for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.4 | Approve Discharge of Supervisory Board Member Guenter Augustat for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.5 | Approve Discharge of Supervisory Board Member Manfred Baereis for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.6 | Approve Discharge of Supervisory Board Member Manuel Bloemers (from Sep. 1, 2022) for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.7 | Approve Discharge of Supervisory Board Member Christine Bortenlaenger for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.8 | Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.9 | Approve Discharge of Supervisory Board Member Andreas Feldmueller for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.10 | Approve Discharge of Supervisory Board Member Nadine Florian for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.11 | Approve Discharge of Supervisory Board Member Sigmar Gabriel for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.12 | Approve Discharge of Supervisory Board Member Ruediger Gross (until Aug. 31, 2022) for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.13 | Approve Discharge of Supervisory Board Member Horst Hakelberg for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.14 | Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.15 | Approve Discharge of Supervisory Board Member Hildegard Mueller for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.16 | Approve Discharge of Supervisory Board Member Laurence Mulliez for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.17 | Approve Discharge of Supervisory Board Member Thomas Pfann (from Sep. 1, 2022) for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.18 | Approve Discharge of Supervisory Board Member Matthias Rebellius for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.19 | Approve Discharge of Supervisory Board Member Hagen Reimer (until Aug. 31, 2022) for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.20 | Approve Discharge of Supervisory Board Member Ralf Thomas for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.21 | Approve Discharge of Supervisory Board Member Geisha Williams for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
4.22 | Approve Discharge of Supervisory Board Member Randy Zwirn for Fiscal Year 2021/22 | Mgmt | For | For | For | |||
5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2022/23 | Mgmt | For | For | For | |||
6 | Approve Remuneration Report | Mgmt | For | For | For | |||
7 | Amend Articles Re: Supervisory Board Committees | Mgmt | For | For | For | |||
8 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Mgmt | For | For | For | |||
9 | Approve Virtual-Only Shareholder Meetings Until 2025 | Mgmt | For | For | For | |||
10 | Approve Creation of EUR 363.3 Million Pool of Authorized Capital with or without Exclusion of Preemptive Rights | Mgmt | For | For | For | |||
11 | Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 4 Billion; Approve Creation of EUR 72.7 Million Pool of Capital to Guarantee Conversion Rights | Mgmt | For | For | For | |||
12 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Mgmt | For | For | For | |||
Sompo Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
8630 | CINS J7621A101 | 06/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Kengo Sakurada | Mgmt | For | For | For | |||
4 | Elect Mikio Okumura | Mgmt | For | For | For | |||
5 | Elect Scott Trevor Davis | Mgmt | For | For | For | |||
6 | Elect Isao Endo | Mgmt | For | For | For | |||
7 | Elect Kazuhiro Higashi | Mgmt | For | For | For | |||
8 | Elect Takashi Nawa | Mgmt | For | For | For | |||
9 | Elect Misuzu Shibata Misuzu Koyama | Mgmt | For | For | For | |||
10 | Elect Meyumi Yamada | Mgmt | For | For | For | |||
11 | Elect Kumi Ito | Mgmt | For | For | For | |||
12 | Elect Masayuki Waga | Mgmt | For | For | For | |||
13 | Elect Toru Kajikawa | Mgmt | For | For | For | |||
14 | Elect Satoshi Kasai | Mgmt | For | For | For | |||
Sony Group Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
6758 | CINS J76379106 | 06/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Elect Kenichiro Yoshida | Mgmt | For | For | For | |||
3 | Elect Hiroki Totoki | Mgmt | For | For | For | |||
4 | Elect Yoshihiko Hatanaka | Mgmt | For | For | For | |||
5 | Elect Toshiko Oka | Mgmt | For | For | For | |||
6 | Elect Sakie Akiyama | Mgmt | For | For | For | |||
7 | Elect Wendy Becker | Mgmt | For | For | For | |||
8 | Elect Keiko Kishigami | Mgmt | For | For | For | |||
9 | Elect Joseph A. Kraft Jr. | Mgmt | For | For | For | |||
10 | Elect Neil Hunt | Mgmt | For | For | For | |||
11 | Elect William Morrow | Mgmt | For | For | For | |||
12 | Equity Compensation Plan | Mgmt | For | For | For | |||
SSE Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SSE | CINS G8842P102 | 07/21/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Remuneration Report | Mgmt | For | For | For | |||
3 | Approve Remuneration Policy | Mgmt | For | For | For | |||
4 | Amend Performance Share Plan | Mgmt | For | For | For | |||
5 | Approve Final Dividend | Mgmt | For | For | For | |||
6 | Re-elect Gregor Alexander as Director | Mgmt | For | For | For | |||
7 | Elect Dame Elish Angiolini as Director | Mgmt | For | For | For | |||
8 | Elect John Bason as Director | Mgmt | For | For | For | |||
9 | Re-elect Dame Sue Bruce as Director | Mgmt | For | For | For | |||
10 | Re-elect Tony Cocker as Director | Mgmt | For | For | For | |||
11 | Elect Debbie Crosbie as Director | Mgmt | For | For | For | |||
12 | Re-elect Peter Lynas as Director | Mgmt | For | For | For | |||
13 | Re-elect Helen Mahy as Director | Mgmt | For | For | For | |||
14 | Re-elect Sir John Manzoni as Director | Mgmt | For | For | For | |||
15 | Re-elect Alistair Phillips-Davies as Director | Mgmt | For | For | For | |||
16 | Re-elect Martin Pibworth as Director | Mgmt | For | For | For | |||
17 | Re-elect Melanie Smith as Director | Mgmt | For | For | For | |||
18 | Re-elect Dame Angela Strank as Director | Mgmt | For | For | For | |||
19 | Reappoint Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
20 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
21 | Approve Net Zero Transition Report | Mgmt | For | For | For | |||
22 | Authorise Issue of Equity | Mgmt | For | For | For | |||
23 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
24 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||
25 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Mgmt | For | Against | Against | |||
Sumitomo Mitsui Financial Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
8316 | CINS J7771X109 | 06/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Takeshi Kunibe | Mgmt | For | Against | Against | |||
4 | Elect Jun Ota | Mgmt | For | Against | Against | |||
5 | Elect Akihiro Fukutome | Mgmt | For | Against | Against | |||
6 | Elect Teiko Kudo | Mgmt | For | Against | Against | |||
7 | Elect Fumihiko Ito | Mgmt | For | Against | Against | |||
8 | Elect Toshihiro Isshiki | Mgmt | For | Against | Against | |||
9 | Elect Yoshiyuki Gono | Mgmt | For | Against | Against | |||
10 | Elect Yasuyuki Kawasaki | Mgmt | For | Against | Against | |||
11 | Elect Masayuki Matsumoto | Mgmt | For | Against | Against | |||
12 | Elect Shozo Yamazaki | Mgmt | For | Against | Against | |||
13 | Elect Yoshinobu Tsutsui | Mgmt | For | Against | Against | |||
14 | Elect Katsuyoshi Shimbo | Mgmt | For | Against | Against | |||
15 | Elect Eriko Sakurai | Mgmt | For | Against | Against | |||
16 | Elect Charles D. Lake II | Mgmt | For | Against | Against | |||
17 | Elect Jenifer S. Rogers | Mgmt | For | Against | Against | |||
18 | Shareholder Proposal Regarding Aligning Investments with the Paris Agreement | ShrHoldr | Against | Against | For | |||
Suncor Energy Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SU | CUSIP 867224107 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Canada | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ian R. Ashby | Mgmt | For | For | For | |||
2 | Elect Patricia M. Bedient | Mgmt | For | For | For | |||
3 | Elect Russell K. Girling | Mgmt | For | For | For | |||
4 | Elect Jean Paul Gladu | Mgmt | For | For | For | |||
5 | Elect Dennis M. Houston | Mgmt | For | For | For | |||
6 | Elect Richard M. Kruger | Mgmt | For | For | For | |||
7 | Elect Brian P. MacDonald | Mgmt | For | For | For | |||
8 | Elect Lorraine Mitchelmore | Mgmt | For | For | For | |||
9 | Elect Daniel Romasko | Mgmt | For | For | For | |||
10 | Elect Christopher R. Seasons | Mgmt | For | For | For | |||
11 | Elect M. Jacqueline Sheppard | Mgmt | For | For | For | |||
12 | Elect Eira M. Thomas | Mgmt | For | For | For | |||
13 | Elect Michael M. Wilson | Mgmt | For | For | For | |||
14 | Appointment of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding CapEx Alignment with GHG Target and Net Zero Pledge | ShrHoldr | Against | Against | For | |||
Telstra Corporation Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TLS | CINS Q8975N105 | 10/11/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Report | Mgmt | For | For | For | |||
2 | Elect Eelco Blok as Director | Mgmt | For | For | For | |||
3 | Elect Craig Dunn as Director | Mgmt | For | For | For | |||
4 | Approve Grant of Restricted Shares to Vicki Brady | Mgmt | For | For | For | |||
5 | Approve Grant of Performance Rights to Vicki Brady | Mgmt | For | For | For | |||
Telstra Corporation Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TLS | CINS Q8975N105 | 10/11/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Court | Australia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Scheme of Arrangement in Relation to the Proposed Restructure of the Telstra Group | Mgmt | For | For | For | |||
TotalEnergies SE | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TTE | CINS F92124100 | 05/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
8 | Accounts and Reports | Mgmt | For | For | For | |||
9 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
10 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
11 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
12 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||
13 | Elect Marie-Christine Coisne-Roquette | Mgmt | For | For | For | |||
14 | Elect Mark Cutifani | Mgmt | For | For | For | |||
15 | Elect Dierk Paskert | Mgmt | For | For | For | |||
16 | Elect Anelise Lara | Mgmt | For | For | For | |||
17 | 2022 Remuneration Report | Mgmt | For | For | For | |||
18 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
19 | 2022 Remuneration of Patrick Pouyanne, Chair and CEO | Mgmt | For | For | For | |||
20 | 2023 Remuneration Policy (Chair and CEO) | Mgmt | For | For | For | |||
21 | Opinion on 2023 Sustainability and Climate Progress Report | Mgmt | For | For | For | |||
22 | Authority to Issue Performance Shares | Mgmt | For | For | For | |||
23 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
24 | Amendments to Articles Regarding the Suppression of Double Voting Rights | Mgmt | For | For | For | |||
25 | Shareholder Proposal Regarding Scope 3 GHG Target and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | |||
26 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
27 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
UBS Group AG | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
UBSG | CINS H42097107 | 04/05/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Switzerland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | TNA | N/A | |||
3 | Accounts and Reports | Mgmt | For | TNA | N/A | |||
4 | Compensation Report | Mgmt | For | TNA | N/A | |||
5 | Advisory Vote on Sustainability Report | Mgmt | For | TNA | N/A | |||
6 | Allocation of Profits/ Dividends | Mgmt | For | TNA | N/A | |||
7 | Amendments to Articles (General Meetings) | Mgmt | For | TNA | N/A | |||
8 | Amendments to Articles (Virtual AGM) | Mgmt | For | TNA | N/A | |||
9 | Amendments to Articles (Board of Directors and Group Executive Board) | Mgmt | For | TNA | N/A | |||
10 | Amendments to Articles (Miscellaneous) | Mgmt | For | TNA | N/A | |||
11 | Ratification of Board and Management Acts (Excluding French Cross-Border Matter) | Mgmt | For | TNA | N/A | |||
12 | Elect Thomas Colm Kelleher | Mgmt | For | TNA | N/A | |||
13 | Elect Lukas Gahwiler | Mgmt | For | TNA | N/A | |||
14 | Elect Jeremy Anderson | Mgmt | For | TNA | N/A | |||
15 | Elect Claudia Bockstiegel | Mgmt | For | TNA | N/A | |||
16 | Elect William C. Dudley | Mgmt | For | TNA | N/A | |||
17 | Elect Patrick Firmenich | Mgmt | For | TNA | N/A | |||
18 | Elect Fred Zuliu HU | Mgmt | For | TNA | N/A | |||
19 | Elect Mark Hughes | Mgmt | For | TNA | N/A | |||
20 | Elect Nathalie Rachou | Mgmt | For | TNA | N/A | |||
21 | Elect Julie G. Richardson | Mgmt | For | TNA | N/A | |||
22 | Elect Dieter Wemmer | Mgmt | For | TNA | N/A | |||
23 | Elect Jeanette Wong | Mgmt | For | TNA | N/A | |||
24 | Elect Julie G. Richardson as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
25 | Elect Dieter Wemmer as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
26 | Elect Jeanette Wong as Compensation Committee Member | Mgmt | For | TNA | N/A | |||
27 | Board Compensation | Mgmt | For | TNA | N/A | |||
28 | Executive Compensation (Variable) | Mgmt | For | TNA | N/A | |||
29 | Executive Compensation (Fixed) | Mgmt | For | TNA | N/A | |||
30 | Appointment of Independent Proxy | Mgmt | For | TNA | N/A | |||
31 | Appointment of Auditor | Mgmt | For | TNA | N/A | |||
32 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | TNA | N/A | |||
33 | Authority to Repurchase Shares | Mgmt | For | TNA | N/A | |||
34 | Amendment to Par Value | Mgmt | For | TNA | N/A | |||
35 | Change of Currency of Share Capital | Mgmt | For | TNA | N/A | |||
Unilever plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ULVR | CINS G92087165 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accounts and Reports | Mgmt | For | For | For | |||
2 | Remuneration Report | Mgmt | For | Against | Against | |||
3 | Elect Nils Andersen | Mgmt | For | For | For | |||
4 | Elect Judith Hartmann | Mgmt | For | For | For | |||
5 | Elect Adrian Hennah | Mgmt | For | For | For | |||
6 | Elect Alan Jope | Mgmt | For | For | For | |||
7 | Elect Andrea Jung | Mgmt | For | For | For | |||
8 | Elect Susan Kilsby | Mgmt | For | For | For | |||
9 | Elect Ruby Lu | Mgmt | For | For | For | |||
10 | Elect Strive T. Masiyiwa | Mgmt | For | For | For | |||
11 | Elect Youngme E. Moon | Mgmt | For | For | For | |||
12 | Elect Graeme D. Pitkethly | Mgmt | For | For | For | |||
13 | Elect Feike Sijbesma | Mgmt | For | For | For | |||
14 | Elect Nelson Peltz | Mgmt | For | For | For | |||
15 | Elect Hein Schumacher | Mgmt | For | For | For | |||
16 | Appointment of Auditor | Mgmt | For | For | For | |||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
18 | Authorisation of Political Donations | Mgmt | For | For | For | |||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | |||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | Against | Against | |||
Veolia Environnement | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VIE | CINS F9686M107 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
6 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
7 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
9 | Accounts and Reports | Mgmt | For | For | For | |||
10 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
11 | Non Tax-Deductible Expenses | Mgmt | For | For | For | |||
12 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
13 | Special Auditors Report on Regulated Agreements | Mgmt | For | For | For | |||
14 | Elect Maryse Aulagnon | Mgmt | For | For | For | |||
15 | Elect Olivier Andries | Mgmt | For | For | For | |||
16 | Elect Veronique Bedague-Hamilius | Mgmt | For | For | For | |||
17 | Elect Francisco Reynes Massanet | Mgmt | For | For | For | |||
18 | Appointment of Auditor (Ernst & Young) | Mgmt | For | For | For | |||
19 | 2022 Remuneration of Antoine Frerot, Chair and CEO (until June 30, 2022) | Mgmt | For | For | For | |||
20 | 2022 Remuneration of Antoine Frerot, Chair (from July 1, 2022) | Mgmt | For | For | For | |||
21 | 2022 Remuneration of Estelle Brachlianoff, CEO (from July 1, 2022) | Mgmt | For | For | For | |||
22 | 2022 Remuneration Report | Mgmt | For | For | For | |||
23 | 2023 Remuneration Policy (Chair) | Mgmt | For | For | For | |||
24 | 2023 Remuneration Policy (CEO) | Mgmt | For | For | For | |||
25 | 2023 Remuneration Policy (Non-Executive Directors) | Mgmt | For | For | For | |||
26 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
27 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
28 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | |||
29 | Authority to Issue Performance Shares | Mgmt | For | For | For | |||
30 | Amendments to Articles Regarding Corporate Mission | Mgmt | For | For | For | |||
31 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
Vinci | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DG | CINS F5879X108 | 04/13/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Mix | France | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
5 | Consolidated Accounts and Reports | Mgmt | For | For | For | |||
6 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | |||
7 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
8 | Elect Caroline Gregoire Sainte Marie | Mgmt | For | For | For | |||
9 | Elect Carlos F. Aguilar | Mgmt | For | For | For | |||
10 | Elect Annette Messemer | Mgmt | For | For | For | |||
11 | Elect Dominique Muller | Mgmt | N/A | For | N/A | |||
12 | Elect Agnes Daney de Marcillac | Mgmt | N/A | Against | N/A | |||
13 | Elect Ronald Kouwenhoven | Mgmt | N/A | Against | N/A | |||
14 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | |||
15 | 2023 Remuneration Policy (Board of Directors) | Mgmt | For | For | For | |||
16 | 2023 Remuneration Policy (Executives) | Mgmt | For | For | For | |||
17 | 2022 Remuneration Report | Mgmt | For | For | For | |||
18 | 2022 Remuneration of Xavier Huillard, Chair and CEO | Mgmt | For | Against | Against | |||
19 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | |||
20 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | |||
21 | Authority to Issue Shares and Convertible Debt w/ Preemptive Rights | Mgmt | For | For | For | |||
22 | Authority to Issue Shares and Convertible Debt w/o Preemptive Rights | Mgmt | For | For | For | |||
23 | Authority to Issue Shares and Convertible Debt Through Private Placement | Mgmt | For | For | For | |||
24 | Greenshoe | Mgmt | For | For | For | |||
25 | Authority to Increase Capital in Consideration for Contributions In Kind | Mgmt | For | For | For | |||
26 | Employee Stock Purchase Plan | Mgmt | For | For | For | |||
27 | Stock Purchase Plan for Overseas Employees | Mgmt | For | For | For | |||
28 | Authority to Issue Performance Shares | Mgmt | For | For | For | |||
29 | Authorisation of Legal Formalities | Mgmt | For | For | For | |||
30 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
31 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
32 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
33 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
34 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
Vodafone Group Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VOD | CINS G93882192 | 07/26/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United Kingdom | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Re-elect Jean-Francois van Boxmeer as Director | Mgmt | For | For | For | |||
3 | Re-elect Nick Read as Director | Mgmt | For | For | For | |||
4 | Re-elect Margherita Della Valle as Director | Mgmt | For | For | For | |||
5 | Elect Stephen Carter as Director | Mgmt | For | For | For | |||
6 | Re-elect Sir Crispin Davis as Director | Mgmt | For | For | For | |||
7 | Re-elect Michel Demare as Director | Mgmt | For | For | For | |||
8 | Elect Delphine Ernotte Cunci as Director | Mgmt | For | For | For | |||
9 | Re-elect Dame Clara Furse as Director | Mgmt | For | For | For | |||
10 | Re-elect Valerie Gooding as Director | Mgmt | For | For | For | |||
11 | Elect Deborah Kerr as Director | Mgmt | For | For | For | |||
12 | Re-elect Maria Amparo Moraleda Martinez as Director | Mgmt | For | For | For | |||
13 | Re-elect David Nish as Director | Mgmt | For | For | For | |||
14 | Elect Simon Segars as Director | Mgmt | For | For | For | |||
15 | Approve Final Dividend | Mgmt | For | For | For | |||
16 | Approve Remuneration Report | Mgmt | For | For | For | |||
17 | Reappoint Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
18 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
19 | Authorise Issue of Equity | Mgmt | For | For | For | |||
20 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||
21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||
22 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||
23 | Authorise UK Political Donations and Expenditure | Mgmt | For | For | For | |||
24 | Authorise the Company to Call General Meeting with Two Weeks' Notice | Mgmt | For | Against | Against | |||
Yamaha Motor Co.,Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
7272 | CINS J95776126 | 03/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Japan | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
3 | Elect Katsuaki Watanabe | Mgmt | For | For | For | |||
4 | Elect Yoshihiro Hidaka | Mgmt | For | For | For | |||
5 | Elect Heiji Maruyama | Mgmt | For | For | For | |||
6 | Elect Satohiko Matsuyama | Mgmt | For | For | For | |||
7 | Elect Motofumi Shitara | Mgmt | For | For | For | |||
8 | Elect Takuya Nakata | Mgmt | For | Against | Against | |||
9 | Elect Takehiro Kamigama | Mgmt | For | For | For | |||
10 | Elect Yuko Tashiro | Mgmt | For | For | For | |||
11 | Elect Tetsuji Ohashi | Mgmt | For | For | For | |||
12 | Elect Jin Song Montesano | Mgmt | For | For | For | |||
13 | Elect Junzo Saito | Mgmt | For | For | For | |||
14 | Elect Tadashi Tsumabuki | Mgmt | For | For | For | |||
15 | Elect Masatake Yone | Mgmt | For | For | For | |||
16 | Elect Ayumi Ujihara | Mgmt | For | For | For |
Registrant : | Putnam Funds Trust | |||||||
Fund Name : | Putnam Multi-Asset Absolute Return Fund | |||||||
Agricultural Bank of China Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1288 | CINS Y00289119 | 12/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration of Directors | Mgmt | For | For | For | |||
2 | Approve Remuneration of Supervisors | Mgmt | For | For | For | |||
3 | Elect Wang Changyun as Director | Mgmt | For | For | For | |||
4 | Elect Liu Li as Director | Mgmt | For | For | For | |||
5 | Approve Additional Budget for Donation for Targeted Support | Mgmt | For | For | For | |||
6 | Elect Fu Wanjun as Director | ShrHoldr | For | For | For | |||
7 | Elect Zhang Qi as Director | ShrHoldr | For | For | For | |||
Alibaba Group Holding Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
9988 | CINS G01719114 | 09/30/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Daniel Yong Zhang | Mgmt | For | Against | Against | |||
2 | Elect Director Jerry Yang | Mgmt | For | Against | Against | |||
3 | Elect Director Wan Ling Martello | Mgmt | For | Against | Against | |||
4 | Elect Director Weijian Shan | Mgmt | For | Against | Against | |||
5 | Elect Director Irene Yun-Lien Lee | Mgmt | For | Against | Against | |||
6 | Elect Director Albert Kong Ping Ng | Mgmt | For | Against | Against | |||
7 | Ratify PricewaterhouseCoopers as Auditors | Mgmt | For | For | For | |||
Banco BTG Pactual SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BPAC11 | CINS P1R8ZJ253 | 09/23/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Partial Spin-Off of Banco Sistema S.A. and Absorption of Partial Spun-Off Assets Without Capital Increase | Mgmt | For | TNA | N/A | |||
2 | Ratify RSM ACAL Auditores Independentes S/S as Independent Firm to Appraise Proposed Transaction | Mgmt | For | TNA | N/A | |||
3 | Approve Agreement for Partial Spin-Off of Banco Sistema S.A. and Absorption of Partial Spun-Off Assets Without Capital Increase, and Approve Independent Firm's Appraisal | Mgmt | For | TNA | N/A | |||
4 | Authorize Board to Ratify and Execute Approved Resolutions | Mgmt | For | TNA | N/A | |||
Cheil Worldwide, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
030000 | CINS Y1296G108 | 03/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2 | Elect Kang Woo-young as Inside Director | Mgmt | For | For | For | |||
3 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
4 | Authorize Board to Fix Remuneration of Internal Auditor(s) | Mgmt | For | Against | Against | |||
China Construction Bank Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
939 | CINS Y1397N101 | 12/19/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Distribution and Settlement Plan for Directors for the Year 2021 | Mgmt | For | For | For | |||
2 | Approve Remuneration Distribution and Settlement Plan for Supervisors for the Year 2021 | Mgmt | For | For | For | |||
3 | Approve Additional Quota for Charitable Donations in 2022 | Mgmt | For | For | For | |||
4 | Elect Li Lu as Director | ShrHoldr | For | For | For | |||
China International Capital Corporation Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
3908 | CINS Y1R99Y109 | 10/24/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Satisfaction of the Conditions for the Rights Issue | Mgmt | For | For | For | |||
2 | Approve Class and Par Value of Rights Shares | Mgmt | For | For | For | |||
3 | Approve Method of Issuance | Mgmt | For | For | For | |||
4 | Approve Base, Proportion and Number of the Rights Shares to be Issued | Mgmt | For | For | For | |||
5 | Approve Pricing Principles and Rights Issue Price | Mgmt | For | For | For | |||
6 | Approve Target Subscribers for the Rights Issue | Mgmt | For | For | For | |||
7 | Approve Arrangement for Accumulated Undistributed Profits Prior to the Rights Issue | Mgmt | For | For | For | |||
8 | Approve Time of Issuance | Mgmt | For | For | For | |||
9 | Approve Underwriting Methods | Mgmt | For | For | For | |||
10 | Approve Use of Proceeds Raised from the Rights Issue | Mgmt | For | For | For | |||
11 | Approve Validity Period of the Rights Issue Resolution | Mgmt | For | For | For | |||
12 | Approve Listing of the Shares to be Issued Under the Rights Issue | Mgmt | For | For | For | |||
13 | Approve Plan on Public Issuance of Securities by Way of Rights Issue in 2022 | Mgmt | For | For | For | |||
14 | Authorize Board to Deal with Relevant Matters in Relation to the 2022 Rights Issue | Mgmt | For | For | For | |||
15 | Approve Report on the Use of Previously Raised Proceeds | Mgmt | For | For | For | |||
16 | Approve 2022 Feasibility Analysis Report on the Use of Proceeds from the Rights Issue | Mgmt | For | For | For | |||
17 | Approve Risk Reminder of and Remedial Measures for Dilution of Immediate Returns as a Result of the Proposed Rights Issue to the Existing Shareholders and the Undertakings by the Relevant Parties | Mgmt | For | For | For | |||
18 | Approve Proposal Regarding Exempting Central Huijin from Making an Offer Under the Applicable PRC Laws and Regulations | Mgmt | For | For | For | |||
19 | Approve Whitewash Waiver in Relation to Waiving the Obligation of Central Huijin to Make a Mandatory General Offer | Mgmt | For | For | For | |||
China International Capital Corporation Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
3908 | CINS Y1R99Y109 | 10/24/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Satisfaction of the Conditions for the Rights Issue | Mgmt | For | For | For | |||
2 | Approve Class and Par Value of Rights Shares | Mgmt | For | For | For | |||
3 | Approve Method of Issuance | Mgmt | For | For | For | |||
4 | Approve Base, Proportion and Number of the Rights Shares to be Issued | Mgmt | For | For | For | |||
5 | Approve Pricing Principles and Rights Issue Price | Mgmt | For | For | For | |||
6 | Approve Target Subscribers for the Rights Issue | Mgmt | For | For | For | |||
7 | Approve Arrangement for Accumulated Undistributed Profits Prior to the Rights Issue | Mgmt | For | For | For | |||
8 | Approve Time of Issuance | Mgmt | For | For | For | |||
9 | Approve Underwriting Methods | Mgmt | For | For | For | |||
10 | Approve Use of Proceeds Raised from the Rights Issue | Mgmt | For | For | For | |||
11 | Approve Validity Period of the Rights Issue Resolution | Mgmt | For | For | For | |||
12 | Approve Listing of the Shares to be Issued Under the Rights Issue | Mgmt | For | For | For | |||
13 | Approve Plan on Public Issuance of Securities by Way of Rights Issue in 2022 | Mgmt | For | For | For | |||
14 | Authorize Board to Deal with Relevant Matters in Relation to the 2022 Rights Issue | Mgmt | For | For | For | |||
15 | Approve 2022 Feasibility Analysis Report on the Use of Proceeds from the Rights Issue | Mgmt | For | For | For | |||
16 | Approve Risk Reminder of and Remedial Measures for Dilution of Immediate Returns as a Result of the Proposed Rights Issue to the Existing Shareholders and the Undertakings by the Relevant Parties | Mgmt | For | For | For | |||
China Shenhua Energy Company Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1088 | CINS Y1504C113 | 10/28/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Shareholder Return Plan | Mgmt | For | For | For | |||
2 | Approve Supplement Agreement to Amend Annual Caps of Daily Balance of Deposits Under the Financial Services Agreement and Revision of Certain Clauses of the Financial Services Agreement | Mgmt | For | Against | Against | |||
Cipla Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
500087 | CINS Y1633P142 | 08/26/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Standalone Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Accept Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
3 | Approve Final Dividend | Mgmt | For | For | For | |||
4 | Reelect Samina Hamied as Director | Mgmt | For | For | For | |||
5 | Elect Mandar Purushottam Vaidya as Director | Mgmt | For | For | For | |||
6 | Approve Grant of Employee Stock Appreciation Rights / Share-Based Benefits to Umang Vohra as Managing Director and Global Chief Executive Officer | Mgmt | For | For | For | |||
7 | Approve Remuneration of Cost Auditors | Mgmt | For | For | For | |||
Coromandel International Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
506395 | CINS Y1754W140 | 12/29/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Deepali Pant Joshi as Director | Mgmt | For | Against | Against | |||
2 | Elect Sankarasubramanian S. as Director | Mgmt | For | Against | Against | |||
3 | Approve Appointment and Remuneration of Sankarasubramanian S. as Whole-Time Director Designated as Executive Director - Nutrient Business | Mgmt | For | Against | Against | |||
4 | Elect Raghuram Devarakonda as Director | Mgmt | For | Against | Against | |||
5 | Approve Appointment and Remuneration of Raghuram Devarakonda as Whole-Time Director Designated as Executive Director - Crop Protection, Bio Products & Retail | Mgmt | For | Against | Against | |||
COSCO SHIPPING Holdings Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
1919 | CINS Y1839M109 | 11/23/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Interim Profit Distribution Plan and Interim Dividend Payment | Mgmt | For | For | For | |||
2 | Approve Shareholders' Return Plan for the Next Three Years (2022-2024) | Mgmt | For | For | For | |||
3 | Elect Zhang Wei as Director | ShrHoldr | For | For | For | |||
4 | Approve Revision of Annual Caps of the Deposit Services Under the Existing Financial Services Agreement | Mgmt | For | For | For | |||
5 | Approve Continuing Connected Transactions under the Financial Services Agreement and the Proposed Annual Caps Thereunder | Mgmt | For | For | For | |||
6 | Approve Continuing Connected Transactions and Proposed Annual Caps Under the Master General Services Agreement | Mgmt | For | For | For | |||
7 | Approve Continuing Connected Transactions and Proposed Annual Caps Under the Master Shipping Services Agreement | Mgmt | For | For | For | |||
8 | Approve Continuing Connected Transactions and Proposed Annual Caps Under the Master Port Services Agreement | Mgmt | For | For | For | |||
9 | Approve Continuing Connected Transactions and Proposed Annual Caps Under the Master Vessel and Container Asset Services Agreement | Mgmt | For | For | For | |||
10 | Approve Continuing Connected Transactions and Proposed Annual Caps Under the Trademark Licence Agreement | Mgmt | For | For | For | |||
11 | Approve Continuing Connected Transactions and Proposed Annual Caps Under the SIPG Shipping and Terminal Services Agreement | Mgmt | For | For | For | |||
12 | Approve Continuing Connected Transactions and Proposed Annual Caps Under the PIL Master Shipping and Terminal Services Agreement | Mgmt | For | For | For | |||
13 | Approve Connected Transactions under SIPG Share Transfer Agreement and Authorize Board to Deal with All Matters in Relation to Acquisition of SIPD Shares | ShrHoldr | For | For | For | |||
14 | Approve Connected Transactions under Guangzhou Port Share Transfer Agreement and Authorize Board to Deal with All Matters in Relation to Acquisition of Guangzhou Port Shares | ShrHoldr | For | For | For | |||
15 | Approve Connected Transactions under COSCO MERCURY Shipbuilding Contracts | ShrHoldr | For | For | For | |||
16 | Approve Connected Transactions under OOIL Shipbuilding Contracts | ShrHoldr | For | For | For | |||
Dow Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DOW | ISIN US2605571031 | 04/13/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Samuel R. Allen | Mgmt | For | For | For | |||
2 | Elect Gaurdie E. Banister, Jr. | Mgmt | For | For | For | |||
3 | Elect Wesley G. Bush | Mgmt | For | For | For | |||
4 | Elect Richard K. Davis | Mgmt | For | For | For | |||
5 | Elect Jerri L. DeVard | Mgmt | For | For | For | |||
6 | Elect Debra L. Dial | Mgmt | For | For | For | |||
7 | Elect Jeff M. Fettig | Mgmt | For | For | For | |||
8 | Elect James R. Fitterling | Mgmt | For | For | For | |||
9 | Elect Jacqueline C. Hinman | Mgmt | For | For | For | |||
10 | Elect Luis A. Moreno | Mgmt | For | For | For | |||
11 | Elect Jill S. Wyant | Mgmt | For | For | For | |||
12 | Elect Daniel W. Yohannes | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
16 | Shareholder Proposal Regarding Virgin Plastic Demand | ShrHoldr | Against | Against | For | |||
Fertiglobe Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FERTIGLOBE | CINS M4169A102 | 09/29/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Ordinary Shareholders | United Arab Emirates | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Authorize Chairman of the Meeting to Appoint a Secretary and Vote Collector to the Meeting | Mgmt | For | TNA | N/A | |||
2 | Approve Dividends of AED 0.33 per Share for First Half of FY 2022 | Mgmt | For | TNA | N/A | |||
3 | Authorize Board or Any Authorized Person to Ratify and Execute Approved Resolutions | Mgmt | For | TNA | N/A | |||
FirstRand Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FSR | CINS S5202Z131 | 12/01/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Africa | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration Policy | Mgmt | For | For | For | |||
2 | Authorise Repurchase of Issued Share Capital | Mgmt | For | For | For | |||
3 | Re-elect Grant Gelink as Director | Mgmt | For | Against | Against | |||
4 | Re-elect Louis von Zeuner as Director | Mgmt | For | Against | Against | |||
5 | Elect Shireen Naidoo as Director | Mgmt | For | Against | Against | |||
6 | Approve Remuneration Implementation Report | Mgmt | For | For | For | |||
7 | Approve Financial Assistance to Directors and Prescribed Officers as Employee Share Scheme Beneficiaries | Mgmt | For | For | For | |||
8 | Reappoint Deloitte & Touche as Auditors of the Company | Mgmt | For | For | For | |||
9 | Approve Financial Assistance to Related and Inter-related Entities | Mgmt | For | For | For | |||
10 | Reappoint PricewaterhouseCoopers Inc as Auditors of the Company | Mgmt | For | For | For | |||
11 | Approve Remuneration of Non-Executive Directors | Mgmt | For | For | For | |||
12 | Authorise Board to Issue Shares for Cash | Mgmt | For | For | For | |||
13 | Authorise Ratification of Approved Resolutions | Mgmt | For | For | For | |||
Grupo Bimbo SAB de CV | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BIMBOA | CINS P4949B104 | 11/17/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Ordinary Shareholders | Mexico | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Dividends of MXN 0.65 Per Share | Mgmt | For | For | For | |||
2 | Authorize Board to Ratify and Execute Approved Resolutions | Mgmt | For | For | For | |||
Hana Financial Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
086790 | CINS Y29975102 | 03/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2 | Amend Articles of Incorporation | Mgmt | For | For | For | |||
3.1 | Elect Kim Hong-jin as Outside Director | Mgmt | For | Against | Against | |||
3.2 | Elect Heo Yoon as Outside Director | Mgmt | For | Against | Against | |||
3.3 | Elect Lee Jeong-won as Outside Director | Mgmt | For | Against | Against | |||
3.4 | Elect Park Dong-moon as Outside Director | Mgmt | For | Against | Against | |||
3.5 | Elect Lee Gang-won as Outside Director | Mgmt | For | Against | Against | |||
3.6 | Elect Won Suk-yeon as Outside Director | Mgmt | For | For | For | |||
3.7 | Elect Lee Jun-seo as Outside Director | Mgmt | For | For | For | |||
3.8 | Elect Lee Seung-yeol as Non-Independent Non-Executive Director | Mgmt | For | For | For | |||
4 | Elect Yang Dong-hun as Outside Director to Serve as an Audit Committee Member | Mgmt | For | Against | Against | |||
5.1 | Elect Heo Yoon as a Member of Audit Committee | Mgmt | For | Against | Against | |||
5.2 | Elect Won Suk-yeon as a Member of Audit Committee | Mgmt | For | For | For | |||
5.3 | Elect Lee Jun-seo as a Member of Audit Committee | Mgmt | For | For | For | |||
6 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
Hellenic Telecommunications Organization SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HTO | CINS X3258B102 | 11/01/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Greece | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Spin-Off Agreement | Mgmt | For | For | For | |||
2 | Approve Cancellation of Repurchased Shares | Mgmt | For | For | For | |||
3 | Receive Report of Independent Directors | Mgmt | N/A | N/A | N/A | |||
4 | Various Announcements | Mgmt | N/A | N/A | N/A | |||
Hong Leong Bank Berhad | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
5819 | CINS Y36503103 | 10/27/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Malaysia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Directors' Fees and Other Benefits | Mgmt | For | For | For | |||
2 | Elect Tan Kong Khoon as Director | Mgmt | For | For | For | |||
3 | Elect Md Hamzah bin Md Kassim as Director | Mgmt | For | For | For | |||
4 | Elect Lau Souk Huan as Director | Mgmt | For | For | For | |||
5 | Elect Cheong Soo Ching as Director | Mgmt | For | For | For | |||
6 | Elect Fa'izah binti Mohamed Amin as Director | Mgmt | For | For | For | |||
7 | Approve PricewaterhouseCoopers PLT as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
8 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Mgmt | For | For | For | |||
9 | Approve Renewal of Shareholders' Mandate for Recurrent Related Party Transactions | Mgmt | For | For | For | |||
Hyundai GLOVIS Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
086280 | CINS Y27294100 | 01/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Lee Gyu-bok as Inside Director | Mgmt | For | Against | Against | |||
Hyundai Glovis Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
086280 | ISIN KR7086280005 | 03/29/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Korea, Republic of | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | For | For | |||
2 | Business Purpose | Mgmt | For | For | For | |||
3 | Dividend | Mgmt | For | For | For | |||
4 | Elect YOO Byung Gak | Mgmt | For | Against | Against | |||
5 | Elect HAN Sung Hee | Mgmt | For | Against | Against | |||
6 | Election of Audit Committee Member: HAN Sung Hee | Mgmt | For | Against | Against | |||
7 | Directors' Fees | Mgmt | For | For | For | |||
8 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
HYUNDAI MARINE & FIRE INSURANCE Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
001450 | CINS Y3842K104 | 03/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2 | Amend Articles of Incorporation | Mgmt | For | For | For | |||
3.1 | Elect Cho Yong-il as Inside Director | Mgmt | For | For | For | |||
3.2 | Elect Lee Seong-jae as Inside Director | Mgmt | For | For | For | |||
4 | Elect Jeong Yeon-seung as Outside Director to Serve as an Audit Committee Member | Mgmt | For | For | For | |||
5 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
Infosys Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
500209 | CINS Y4082C133 | 12/02/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Buyback of Equity Shares | Mgmt | For | For | For | |||
Inner Mongolia ERDOS Resources Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
600295 | CINS Y40841127 | 09/20/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | China | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve to Appoint Auditor | Mgmt | For | For | For | |||
2 | Elect Bie Xiujuan as Supervisor | Mgmt | For | For | For | |||
3 | Approve Related Party Transactions with Major Shareholder, Ultimate Controller and Their Subsidiaries | Mgmt | For | For | For | |||
4 | Approve Related Party Transaction with Inner Mongolia Ordos United Chemical Co., Ltd. | Mgmt | For | For | For | |||
5 | Approve Related Party Transaction with Inner Mongolia Ordos Yongmei Mining Investment Co., Ltd. | Mgmt | For | For | For | |||
6 | Approve Related Party Transaction | Mgmt | For | Against | Against | |||
7 | Approve Asset Pool Business and Provision of Guarantee | Mgmt | For | Against | Against | |||
8 | Approve Increase in Registered Capital | Mgmt | For | For | For | |||
9 | Approve Amendments to Articles of Association | Mgmt | For | For | For | |||
10 | Amend Rules and Procedures Regarding General Meetings of Shareholders | Mgmt | For | For | For | |||
11 | Amend Rules and Procedures Regarding Meetings of Board of Directors | Mgmt | For | For | For | |||
12 | Amend Rules and Procedures Regarding Meetings of Board of Supervisors | Mgmt | For | For | For | |||
KB Financial Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
105560 | CINS Y46007103 | 03/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2 | Amend Articles of Incorporation | Mgmt | For | For | For | |||
3.1 | Elect Kwon Seon-ju as Outside Director | Mgmt | For | For | For | |||
3.2 | Elect Cho Hwa-jun as Outside Director | Mgmt | For | For | For | |||
3.3 | Elect Oh Gyu-taek as Outside Director | Mgmt | For | For | For | |||
3.4 | Elect Yeo Jeong-seong as Outside Director | Mgmt | For | For | For | |||
3.5 | Elect Kim Seong-yong as Outside Director | Mgmt | For | For | For | |||
4 | Elect Kim Gyeong-ho as Outside Director to Serve as an Audit Committee Member | Mgmt | For | For | For | |||
5.1 | Elect Kwon Seon-ju as a Member of Audit Committee | Mgmt | For | For | For | |||
5.2 | Elect Cho Hwa-jun as a Member of Audit Committee | Mgmt | For | For | For | |||
5.3 | Elect Kim Seong-yong as a Member of Audit Committee | Mgmt | For | For | For | |||
6 | Approve Terms of Retirement Pay | Mgmt | For | For | For | |||
7 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
8 | Amend Articles of Incorporation (Shareholder Proposal) | ShrHoldr | Against | Against | For | |||
9 | Elect Lim Gyeong-jong as Outside Director (Shareholder Proposal) | ShrHoldr | Against | Against | For | |||
Kia Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
000270 | CINS Y47601102 | 03/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2 | Amend Articles of Incorporation | Mgmt | For | For | For | |||
3.1 | Elect Ju Woo-jeong as Inside Director | Mgmt | For | For | For | |||
3.2 | Elect Shin Jae-yong as Outside Director | Mgmt | For | For | For | |||
3.3 | Elect Jeon Chan-hyeok as Outside Director | Mgmt | For | For | For | |||
4.1 | Elect Shin Jae-yong as a Member of Audit Committee | Mgmt | For | For | For | |||
4.2 | Elect Jeon Chan-hyeok as a Member of Audit Committee | Mgmt | For | For | For | |||
5.1 | Approve Terms of Retirement Pay | Mgmt | For | For | For | |||
5.2 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
Koc Holding A.S. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KCHOL.E | CINS M63751107 | 08/25/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | Turkey | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Open Meeting and Elect Presiding Council of Meeting | Mgmt | For | For | For | |||
2 | Receive Information on Spin-Off Agreement to be Discussed Under Item 3 | Mgmt | N/A | N/A | N/A | |||
3 | Approve Spin-Off Agreement | Mgmt | For | For | For | |||
4 | Wishes | Mgmt | N/A | N/A | N/A | |||
KT Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
030200 | ISIN KR7030200000 | 03/31/2023 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Annual | Korea, Republic of | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Election of Representative Director: YUN Kyoung Lim | Mgmt | For | TNA | N/A | |||
2 | Financial Statements and Allocation of Profits/Dividends | Mgmt | For | TNA | N/A | |||
3 | Article 2 | Mgmt | For | TNA | N/A | |||
4 | Article 48-2 | Mgmt | For | TNA | N/A | |||
5 | Article 48-3 | Mgmt | For | TNA | N/A | |||
6 | Elect SEO Chang Seok | Mgmt | For | TNA | N/A | |||
7 | Elect SONG Kyung Min | Mgmt | For | TNA | N/A | |||
8 | Elect KANG Chung Gu | Mgmt | For | TNA | N/A | |||
9 | Elect YEO Eun Jung | Mgmt | For | TNA | N/A | |||
10 | Elect LIM Seung Tae | Mgmt | Abstain | TNA | N/A | |||
11 | Elect PYO Hyun Myung | Mgmt | For | TNA | N/A | |||
12 | Election of Audit Committee Member: KANG Chung Gu | Mgmt | For | TNA | N/A | |||
13 | Election of Audit Committee Member: YEO Eun Jung | Mgmt | For | TNA | N/A | |||
14 | Directors' Fees | Mgmt | For | TNA | N/A | |||
15 | Approval of Management Agreement | Mgmt | For | TNA | N/A | |||
16 | Amendments to Executive Officer Retirement Allowance Policy | Mgmt | For | TNA | N/A | |||
Lenovo Group Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
992 | CINS Y5257Y107 | 07/26/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Hong Kong | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Final Dividend | Mgmt | For | For | For | |||
3 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
4 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Mgmt | For | Against | Against | |||
5 | Authorize Repurchase of Issued Share Capital | Mgmt | For | For | For | |||
6 | Authorize Reissuance of Repurchased Shares | Mgmt | For | Against | Against | |||
7 | Elect William Tudor Brown as Director | Mgmt | For | Against | Against | |||
8 | Elect Yang Chih-Yuan Jerry as Director | Mgmt | For | Against | Against | |||
9 | Elect Gordon Robert Halyburton Orr as Director | Mgmt | For | Against | Against | |||
10 | Elect Woo Chin Wan Raymond as Director | Mgmt | For | Against | Against | |||
11 | Elect Cher Wang Hsiueh Hong as Director | Mgmt | For | Against | Against | |||
12 | Elect Xue Lan as Director | Mgmt | For | Against | Against | |||
13 | Authorize Board to Fix Remuneration of Directors | Mgmt | For | For | For | |||
LG Innotek Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
011070 | CINS Y5S54X104 | 03/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2.1 | Elect Kim Chang-tae as Inside Director | Mgmt | For | For | For | |||
2.2 | Elect Noh Sang-doh as Outside Director | Mgmt | For | For | For | |||
3 | Elect Park Rae-su as Outside Director to Serve as an Audit Committee Member | Mgmt | For | For | For | |||
4 | Elect Noh Sang-doh as a Member of Audit Committee | Mgmt | For | For | For | |||
5 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
Maruti Suzuki India Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
532500 | CINS Y7565Y100 | 08/31/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Dividend | Mgmt | For | For | For | |||
3 | Reelect Hisashi Takeuchi as Director | Mgmt | For | Against | Against | |||
4 | Reelect Kenichiro Toyofuku as Director | Mgmt | For | Against | Against | |||
5 | Elect Shigetoshi Torii as Director | Mgmt | For | Against | Against | |||
6 | Approve Reappointment and Remuneration of Kenichiro Toyofuku as Whole-time Director designated as Director (Corporate Planning) | Mgmt | For | Against | Against | |||
7 | Approve Enhancement of Ceiling of Payment of Commission to Non-Executive Directors | Mgmt | For | Against | Against | |||
8 | Approve Remuneration of Cost Auditors | Mgmt | For | For | For | |||
9 | Approve Material Related Party Transactions with Suzuki Motor Corporation for an Aggregate Value not Exceeding INR 3,300 Crores | Mgmt | For | For | For | |||
10 | Approve Material Related Party Transactions with Suzuki Motor Corporation for an Aggregate Value not Exceeding INR 20,000 Crores | Mgmt | For | For | For | |||
11 | Approve Material Related Party Transactions with FMI Automotive Components Private Limited | Mgmt | For | For | For | |||
12 | Approve Material Related Party Transactions with SKH Metals Limited | Mgmt | For | For | For | |||
13 | Approve Material Related Party Transactions with Jay Bharat Maruti Limited | Mgmt | For | For | For | |||
14 | Approve Material Related Party Transactions with Krishna Maruti Limited | Mgmt | For | For | For | |||
15 | Approve Material Related Party Transactions with Bharat Seats Limited | Mgmt | For | For | For | |||
16 | Approve Material Related Party Transactions with TDS Lithium-Ion Battery Gujarat Private Limited | Mgmt | For | For | For | |||
17 | Approve Material Related Party Transactions with Suzuki Motorcycle India Private Limited | Mgmt | For | For | For | |||
18 | Approve Material Related Party Transactions with Magyar Suzuki Corporation Limited | Mgmt | For | For | For | |||
MultiChoice Group Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MCG | CINS S8039U101 | 08/25/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Africa | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Remuneration of Non-executive Directors | Mgmt | For | Against | Against | |||
2 | Accept Financial Statements and Statutory Reports for the Year Ended 31 March 2022 | Mgmt | For | For | For | |||
3 | Approve Remuneration Policy | Mgmt | For | For | For | |||
4 | Approve Implementation of the Remuneration Policy | Mgmt | For | For | For | |||
5 | Authorise Repurchase of Issued Share Capital | Mgmt | For | For | For | |||
6 | Re-elect Elias Masilela as Director | Mgmt | For | Against | Against | |||
7 | Re-elect Imtiaz Patel as Director | Mgmt | For | Against | Against | |||
8 | Re-elect Louisa Stephens as Director | Mgmt | For | Against | Against | |||
9 | Approve Financial Assistance in Terms of Section 44 of the Companies Act | Mgmt | For | For | For | |||
10 | Reappoint PricewaterhouseCoopers Incorporated as Auditors with Brett Humphreys as Designated Individual Registered Auditor for the Period Ending 31 March 2023 | Mgmt | For | For | For | |||
11 | Appoint Ernst & Young Incorporated as Auditors with Charles Trollope as Designated Individual Registered Auditor for the Period Ending 31 March 2024 | Mgmt | For | For | For | |||
12 | Approve Financial Assistance in Terms of Section 45 of the Companies Act | Mgmt | For | For | For | |||
13 | Re-elect Louisa Stephens as Chair of the Audit Committee | Mgmt | For | For | For | |||
14 | Re-elect Elias Masilela as Member of the Audit Committee | Mgmt | For | For | For | |||
15 | Re-elect James du Preez as Member of the Audit Committee | Mgmt | For | For | For | |||
16 | Re-elect Christine Sabwa as Member of the Audit Committee | Mgmt | For | For | For | |||
17 | Authorise Board to Issue Shares for Cash | Mgmt | For | For | For | |||
18 | Authorise Ratification of Approved Resolutions | Mgmt | For | For | For | |||
Northam Platinum Holdings Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NPH | CINS S56431109 | 10/25/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Africa | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Non-executive Directors' Fees | Mgmt | For | For | For | |||
2 | Elect John Smithies as Director | Mgmt | For | For | For | |||
3 | Elect Emily Kgosi as Director | Mgmt | For | For | For | |||
4 | Elect Hester Hickey as Director | Mgmt | For | For | For | |||
5 | Appoint Pricewaterhouse Coopers Incorporated as Auditors with AJ Rossouw as the Designated External Auditor Partner | Mgmt | For | For | For | |||
6 | Approve Financial Assistance in Terms of Sections 44 and 45 of the Companies Act | Mgmt | For | For | For | |||
7 | Authorise Repurchase of Issued Share Capital | Mgmt | For | For | For | |||
8 | Re-elect Hester Hickey as Member of the Audit and Risk Committee | Mgmt | For | For | For | |||
9 | Re-elect Yoza Jekwa as Member of the Audit and Risk Committee | Mgmt | For | For | For | |||
10 | Elect Mcebisi Jonas as Member of the Audit and Risk Committee | Mgmt | For | For | For | |||
11 | Approve Remuneration Policy | Mgmt | For | Against | Against | |||
12 | Approve Remuneration Implementation Report | Mgmt | For | Against | Against | |||
Page Industries Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
532827 | CINS Y6592S102 | 08/11/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Reelect Shamir Genomal as Director | Mgmt | For | Against | Against | |||
3 | Reelect Ramesh Genomal as Director | Mgmt | For | Against | Against | |||
4 | Elect Arif Vazirally as Director | Mgmt | For | Against | Against | |||
5 | Reelect Varun Berry as Director | Mgmt | For | Against | Against | |||
6 | Approve Payment of Remuneration to Directors | Mgmt | For | For | For | |||
Page Industries Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
532827 | CINS Y6592S102 | 12/30/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jignesh Jaswant Bhate as Director | Mgmt | For | Against | Against | |||
PT Indofood Sukses Makmur Tbk | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INDF | CINS Y7128X128 | 07/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Indonesia | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Directors' Report on Company's Business Activities and Financial Performance | Mgmt | For | For | For | |||
2 | Approve Financial Statement | Mgmt | For | For | For | |||
3 | Approve Allocation of Income | Mgmt | For | For | For | |||
4 | Approve Remuneration of Directors and Commissioners | Mgmt | For | For | For | |||
5 | Approve Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
Public Service Enterprise Group Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PEG | ISIN US7445733048 | 04/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ralph A. LaRossa | Mgmt | For | For | For | |||
2 | Elect Susan Tomasky | Mgmt | For | For | For | |||
3 | Elect Willie A. Deese | Mgmt | For | For | For | |||
4 | Elect Jamie M. Gentoso | Mgmt | For | For | For | |||
5 | Elect Barry H. Ostrowsky | Mgmt | For | For | For | |||
6 | Elect Valerie A. Smith | Mgmt | For | For | For | |||
7 | Elect Scott G. Stephenson | Mgmt | For | For | For | |||
8 | Elect Laura A. Sugg | Mgmt | For | For | For | |||
9 | Elect John P. Surma | Mgmt | For | For | For | |||
10 | Elect Alfred W. Zollar | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Elimination of Supermajority Requirement Regarding Business Combinations | Mgmt | For | For | For | |||
14 | Elimination of Supermajority Requirement to Remove Directors Without Cause | Mgmt | For | For | For | |||
15 | Elimination of Supermajority Requirement to Make certain Bylaw amendments | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
Putnam Funds Trust | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PRREX | CUSIP 74676A808 | 10/12/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Reorganization of Funds between Putnam Multi-Asset Absolute Return Fund and Putnam Multi-Asset Income Fund | Mgmt | For | For | For | |||
Samsung Electronics Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
005930 | CINS Y74718100 | 03/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Financial Statements and Allocation of Income | Mgmt | For | For | For | |||
2 | Elect Han Jong-hui as Inside Director | Mgmt | For | For | For | |||
3 | Approve Total Remuneration of Inside Directors and Outside Directors | Mgmt | For | For | For | |||
Samsung Electronics Co., Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
005930 | CINS Y74718100 | 11/03/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | South Korea | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Heo Eun-nyeong as Outside Director | Mgmt | For | For | For | |||
2 | Elect Yoo Myeong-hui as Outside Director | Mgmt | For | For | For | |||
Sun Pharmaceutical Industries Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
524715 | CINS Y8523Y158 | 01/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Sanjay Asher as Director | Mgmt | For | For | For | |||
Sun Pharmaceutical Industries Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
524715 | CINS Y8523Y158 | 08/29/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Confirm Interim Dividend and Declare Final Dividend | Mgmt | For | For | For | |||
2 | Reelect Sailesh T. Desai as Director | Mgmt | For | Against | Against | |||
3 | Approve S R B C & Co LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
4 | Approve that the Vacancy on the Board Not be Filled from the Retirement of Israel Makov | Mgmt | For | For | For | |||
5 | Approve Remuneration of Cost Auditors | Mgmt | For | For | For | |||
6 | Approve Payment of Commission to Pawan Goenka, Gautam Doshi and Rama Bijapurkar as Independent Directors | Mgmt | For | For | For | |||
7 | Reelect Gautam Doshi as Director | Mgmt | For | Against | Against | |||
8 | Approve Reappointment and Remuneration of Dilip S. Shanghvi as Managing Director | Mgmt | For | Against | Against | |||
9 | Approve Related Party Transactions Between Taro Pharmaceuticals USA, Inc. (Taro USA) and Taro Pharmaceuticals Inc., Canada (Taro Canada) | Mgmt | For | For | For | |||
10 | Accept Standalone Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
11 | Accept Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
Tata Consultancy Services Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
532540 | CINS Y85279100 | 02/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Reelect Pradeep Kumar Khosla as Director | Mgmt | For | Against | Against | |||
Tech Mahindra Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
532755 | CINS Y85491127 | 07/26/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Accept Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
3 | Confirm Interim (Special) Dividend and Declare Final Dividend | Mgmt | For | For | For | |||
4 | Reelect C. P. Gurnani as Director | Mgmt | For | For | For | |||
5 | Approve B S R & Co. LLP, Chartered Accountants as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
6 | Elect Penelope Fowler as Director | Mgmt | For | For | For | |||
7 | Approve Reappointment and Remuneration of C. P. Gurnani as Managing Director and CEO | Mgmt | For | For | For | |||
Vale SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VALE3 | CINS P9661Q155 | 12/21/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Brazil | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Amend Articles Re: Wording Amendments | Mgmt | For | TNA | N/A | |||
2 | Amend Articles Re: Changes in Board of Directors and Executive Board Meetings | Mgmt | For | TNA | N/A | |||
3 | Amend Articles Re: Changes in the Authorities of the Board of Directors and the Executive Board | Mgmt | For | TNA | N/A | |||
4 | Amend Articles Re: Provisions about the Advisory Committees to the Board of Directors | Mgmt | For | TNA | N/A | |||
5 | Consolidate Bylaws | Mgmt | For | TNA | N/A | |||
Vedanta Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
500295 | CINS Y9364D105 | 08/10/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Standalone Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Accept Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
3 | Confirm First, Second and Third Interim Dividend | Mgmt | For | For | For | |||
4 | Reelect Priya Agarwal as Director | Mgmt | For | Against | Against | |||
5 | Reelect Akhilesh Joshi as Director | Mgmt | For | Against | Against | |||
6 | Approver Material Related Party Transactions with Bharat Aluminium Company Limited | Mgmt | For | For | For | |||
7 | Approver Material Related Party Transactions with ESL Steel Limited | Mgmt | For | For | For | |||
8 | Approver Material Related Party Transactions with Sterlite Power Transmission Limited | Mgmt | For | For | For | |||
9 | Approve Remuneration of Cost Auditors | Mgmt | For | For | For | |||
Vedanta Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
500295 | CINS Y9364D105 | 10/11/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Court | India | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Scheme of Arrangement | Mgmt | For | For | For | |||
Want Want China Holdings Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
151 | CINS G9431R103 | 08/23/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Cayman Islands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Approve Ernst & Young as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
3 | Authorize Repurchase of Issued Share Capital | Mgmt | For | For | For | |||
4 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Mgmt | For | For | For | |||
5 | Authorize Reissuance of Repurchased Shares | Mgmt | For | Against | Against | |||
6 | Amend Existing Memorandum and Articles of Association and Adopt New Memorandum and Articles of Association | Mgmt | For | For | For | |||
7 | Approve Final Dividend | Mgmt | For | For | For | |||
8 | Approve Special Dividend | Mgmt | For | For | For | |||
9 | Elect Tsai Eng-Meng as Director | Mgmt | For | For | For | |||
10 | Elect Huang Yung-Sung as Director | Mgmt | For | For | For | |||
11 | Elect Lai Hong Yee as Director | Mgmt | For | For | For | |||
12 | Elect Cheng Wen-Hsien as Director | Mgmt | For | For | For | |||
13 | Elect Pei Kerwei as Director | Mgmt | For | For | For | |||
14 | Authorize Board to Fix Remuneration of Directors | Mgmt | For | For | For | |||
Whirlpool Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WHR | ISIN US9633201069 | 04/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Samuel R. Allen | Mgmt | For | For | For | |||
2 | Elect Marc R. Bitzer | Mgmt | For | For | For | |||
3 | Elect Greg Creed | Mgmt | For | For | For | |||
4 | Elect Diane M. Dietz | Mgmt | For | For | For | |||
5 | Elect Geraldine Elliott | Mgmt | For | For | For | |||
6 | Elect Jennifer A. LaClair | Mgmt | For | For | For | |||
7 | Elect John D. Liu | Mgmt | For | For | For | |||
8 | Elect James M. Loree | Mgmt | For | For | For | |||
9 | Elect Harish Manwani | Mgmt | For | For | For | |||
10 | Elect Patricia K. Poppe | Mgmt | For | For | For | |||
11 | Elect Larry O. Spencer | Mgmt | For | For | For | |||
12 | Elect Michael D. White | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Approval of the 2023 Omnibus Stock and Incentive Plan | Mgmt | For | For | For |
Registrant : | Putnam Funds Trust | |||||||
Fund Name : | Putnam Multi-Cap Core Fund | |||||||
AbbVie Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ABBV | CUSIP 00287Y109 | 05/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Robert J. Alpern | Mgmt | For | For | For | |||
2 | Elect Melody B. Meyer | Mgmt | For | For | For | |||
3 | Elect Frederick H. Waddell | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||
7 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
8 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
9 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
10 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
Adobe Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ADBE | ISIN US00724PAD15 | 04/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Amy L. Banse | Mgmt | For | For | For | |||
2 | Elect Brett Biggs | Mgmt | For | For | For | |||
3 | Elect Melanie Boulden | Mgmt | For | For | For | |||
4 | Elect Frank A. Calderoni | Mgmt | For | For | For | |||
5 | Elect Laura B. Desmond | Mgmt | For | For | For | |||
6 | Elect Shantanu Narayen | Mgmt | For | For | For | |||
7 | Elect Spencer Neumann | Mgmt | For | For | For | |||
8 | Elect Kathleen Oberg | Mgmt | For | For | For | |||
9 | Elect Dheeraj Pandey | Mgmt | For | For | For | |||
10 | Elect David A. Ricks | Mgmt | For | For | For | |||
11 | Elect Daniel Rosensweig | Mgmt | For | For | For | |||
12 | Elect John E. Warnock | Mgmt | For | For | For | |||
13 | Amendment to the 2019 Equity Incentive Plan | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Shareholder Proposal Regarding Report on Hiring Practices for People With Arrest Records | ShrHoldr | Against | Against | For | |||
Altria Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MO | CUSIP 02209S103 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ian L.T. Clarke | Mgmt | For | For | For | |||
2 | Elect Marjorie M. Connelly | Mgmt | For | For | For | |||
3 | Elect R. Matt Davis | Mgmt | For | For | For | |||
4 | Elect William F. Gifford, Jr. | Mgmt | For | For | For | |||
5 | Elect Jacinto J. Hernandez | Mgmt | For | For | For | |||
6 | Elect Debra J. Kelly-Ennis | Mgmt | For | For | For | |||
7 | Elect Kathryn B. McQuade | Mgmt | For | For | For | |||
8 | Elect George Munoz | Mgmt | For | For | For | |||
9 | Elect Nabil Y. Sakkab | Mgmt | For | For | For | |||
10 | Elect Virginia E. Shanks | Mgmt | For | For | For | |||
11 | Elect Ellen R. Strahlman | Mgmt | For | For | For | |||
12 | Elect M. Max Yzaguirre | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | |||
Amazon.com, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMZN | CUSIP 023135106 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jeffrey P. Bezos | Mgmt | For | For | For | |||
2 | Elect Andrew R. Jassy | Mgmt | For | For | For | |||
3 | Elect Keith B. Alexander | Mgmt | For | For | For | |||
4 | Elect Edith W. Cooper | Mgmt | For | For | For | |||
5 | Elect Jamie S. Gorelick | Mgmt | For | For | For | |||
6 | Elect Daniel P. Huttenlocher | Mgmt | For | For | For | |||
7 | Elect Judith A. McGrath | Mgmt | For | For | For | |||
8 | Elect Indra K. Nooyi | Mgmt | For | For | For | |||
9 | Elect Jonathan J. Rubinstein | Mgmt | For | For | For | |||
10 | Elect Patricia Q. Stonesifer | Mgmt | For | For | For | |||
11 | Elect Wendell P. Weeks | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Amendment to the 1997 Stock Incentive Plan | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Report on Customer Due Diligence | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Government Requests for Content and Product Removal | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Lobbying Alignment with Climate Commitments | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | |||
24 | Shareholder Proposal Regarding Cost Benefit Analysis of DEI Programs | ShrHoldr | Against | Against | For | |||
25 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
26 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | ShrHoldr | Against | Against | For | |||
27 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | |||
28 | Shareholder Proposal Regarding Report Evaluating Animal Welfare Standards | ShrHoldr | Against | Against | For | |||
29 | Shareholder Proposal Regarding Formation of Public Policy Committee | ShrHoldr | Against | Against | For | |||
30 | Shareholder Proposal Regarding Hourly Associate Representation on the Board | ShrHoldr | Against | Against | For | |||
31 | Shareholder Proposal Regarding Report on Working Conditions | ShrHoldr | Against | Against | For | |||
32 | Shareholder Proposal Regarding Report on Plastic Packaging | ShrHoldr | Against | Against | For | |||
33 | Shareholder Proposal Regarding the Human Rights Impacts of Facial Recognition Technology | ShrHoldr | Against | Against | For | |||
Ameriprise Financial, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMP | CUSIP 03076C106 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect James M. Cracchiolo | Mgmt | For | For | For | |||
2 | Elect Robert F. Sharpe, Jr. | Mgmt | For | For | For | |||
3 | Elect Dianne Neal Blixt | Mgmt | For | For | For | |||
4 | Elect Amy DiGeso | Mgmt | For | For | For | |||
5 | Elect Christopher J. Williams | Mgmt | For | For | For | |||
6 | Elect Armando Pimentel, Jr. | Mgmt | For | For | For | |||
7 | Elect Brian T. Shea | Mgmt | For | For | For | |||
8 | Elect W. Edward Walter III | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
11 | Amendment to the 2005 Incentive Compensation Plan | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
AMGEN Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AMGN | CUSIP 031162100 | 05/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Wanda M. Austin | Mgmt | For | For | For | |||
2 | Elect Robert A. Bradway | Mgmt | For | For | For | |||
3 | Elect Michael V. Drake | Mgmt | For | For | For | |||
4 | Elect Brian J. Druker | Mgmt | For | For | For | |||
5 | Elect Robert A. Eckert | Mgmt | For | For | For | |||
6 | Elect Greg C. Garland | Mgmt | For | For | For | |||
7 | Elect Charles M. Holley, Jr. | Mgmt | For | For | For | |||
8 | Elect S. Omar Ishrak | Mgmt | For | For | For | |||
9 | Elect Tyler Jacks | Mgmt | For | For | For | |||
10 | Elect Ellen J. Kullman | Mgmt | For | For | For | |||
11 | Elect Amy E. Miles | Mgmt | For | For | For | |||
12 | Elect Ronald D. Sugar | Mgmt | For | For | For | |||
13 | Elect R. Sanders Williams | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
Antero Resources Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AR | CUSIP 03674X106 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Paul M. Rady | Mgmt | For | For | For | |||
1.2 | Elect Thomas B. Tyree, Jr | Mgmt | For | For | For | |||
1.3 | Elect Brenda R. Schroer | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Amendment to Articles to Reflect Delaware Law Provisions Regarding Officer Exculpation | Mgmt | For | For | For | |||
Apollo Global Management, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
APO | CINS 03769M106 | 10/07/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Marc A. Beilinson | Mgmt | For | Withhold | Against | |||
2 | Elect Director Scott Kleinman | Mgmt | For | Withhold | Against | |||
3 | Elect Director A.B. Krongard | Mgmt | For | Withhold | Against | |||
4 | Elect Director Pauline Richards | Mgmt | For | Withhold | Against | |||
5 | Elect Director Marc Rowan | Mgmt | For | Withhold | Against | |||
6 | Elect Director David Simon | Mgmt | For | Withhold | Against | |||
7 | Elect Director Lynn Swann | Mgmt | For | Withhold | Against | |||
8 | Elect Director James Zelter | Mgmt | For | Withhold | Against | |||
9 | Elect Director James R. Belardi | Mgmt | For | Withhold | Against | |||
10 | Elect Director Jessica Bibliowicz | Mgmt | For | Withhold | Against | |||
11 | Elect Director Walter (Jay) Clayton, III | Mgmt | For | Withhold | Against | |||
12 | Elect Director Michael Ducey | Mgmt | For | Withhold | Against | |||
13 | Elect Director Richard Emerson | Mgmt | For | Withhold | Against | |||
14 | Elect Director Kerry Murphy Healey | Mgmt | For | Withhold | Against | |||
15 | Elect Director Mitra Hormozi | Mgmt | For | Withhold | Against | |||
16 | Elect Director Pamela Joyner | Mgmt | For | Withhold | Against | |||
17 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
Apple Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AAPL | CUSIP 037833100 | 03/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director James Bell | Mgmt | For | For | For | |||
2 | Elect Director Tim Cook | Mgmt | For | For | For | |||
3 | Elect Director Al Gore | Mgmt | For | For | For | |||
4 | Elect Director Alex Gorsky | Mgmt | For | For | For | |||
5 | Elect Director Andrea Jung | Mgmt | For | For | For | |||
6 | Elect Director Art Levinson | Mgmt | For | For | For | |||
7 | Elect Director Monica Lozano | Mgmt | For | For | For | |||
8 | Elect Director Ron Sugar | Mgmt | For | For | For | |||
9 | Elect Director Sue Wagner | Mgmt | For | For | For | |||
10 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
11 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
12 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
13 | Report on Civil Rights and Non-Discrimination Audit | ShrHoldr | Against | Against | For | |||
14 | Report on Operations in Communist China | ShrHoldr | Against | Against | For | |||
15 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | ShrHoldr | Against | Against | For | |||
16 | Report on Median Gender/Racial Pay Gap | ShrHoldr | Against | Against | For | |||
17 | Amend Proxy Access Right | ShrHoldr | Against | Against | For | |||
Arch Capital Group Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ACGL | CUSIP G0450A105 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Francis Ebong | Mgmt | For | For | For | |||
2 | Elect Eileen A. Mallesch | Mgmt | For | For | For | |||
3 | Elect Louis J. Paglia | Mgmt | For | For | For | |||
4 | Elect Brian S. Posner | Mgmt | For | For | For | |||
5 | Elect John D. Vollaro | Mgmt | For | For | For | |||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
8 | Amendment to the 2007 Employee Share Purchase Plan | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Elect Matthew Dragonetti | Mgmt | For | For | For | |||
11 | Elect Seamus Fearon | Mgmt | For | For | For | |||
12 | Elect H. Beau Franklin | Mgmt | For | For | For | |||
13 | Elect Jerome Halgan | Mgmt | For | For | For | |||
14 | Elect James Haney | Mgmt | For | For | For | |||
15 | Elect Chris Hovey | Mgmt | For | For | For | |||
16 | Elect Pierre Jal | Mgmt | For | For | For | |||
17 | Elect Francois Morin | Mgmt | For | For | For | |||
18 | Elect David J. Mulholland | Mgmt | For | For | For | |||
19 | Elect Chiara Nannini | Mgmt | For | Against | Against | |||
20 | Elect Maamoun Rajeh | Mgmt | For | For | For | |||
21 | Elect Christine Todd | Mgmt | For | For | For | |||
Armada Hoffler Properties, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AHH | CUSIP 04208T108 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect George F. Allen | Mgmt | For | Against | Against | |||
2 | Elect James A. Carroll | Mgmt | For | For | For | |||
3 | Elect James C. Cherry | Mgmt | For | For | For | |||
4 | Elect Dennis H. Gartman | Mgmt | For | For | For | |||
5 | Elect Louis S. Haddad | Mgmt | For | For | For | |||
6 | Elect Eva S. Hardy | Mgmt | For | For | For | |||
7 | Elect Daniel A. Hoffler | Mgmt | For | For | For | |||
8 | Elect A. Russell Kirk | Mgmt | For | For | For | |||
9 | Elect John W. Snow | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Amendment to the 2013 Equity Incentive Plan | Mgmt | For | For | For | |||
Assured Guaranty Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AGO | CUSIP G0585R106 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Francisco L. Borges | Mgmt | For | For | For | |||
2 | Elect G. Lawrence Buhl | Mgmt | For | For | For | |||
3 | Elect Dominic J. Frederico | Mgmt | For | For | For | |||
4 | Elect Bonnie L. Howard | Mgmt | For | For | For | |||
5 | Elect Thomas W. Jones | Mgmt | For | For | For | |||
6 | Elect Patrick W. Kenny | Mgmt | For | For | For | |||
7 | Elect Alan J. Kreczko | Mgmt | For | For | For | |||
8 | Elect Simon W. Leathes | Mgmt | For | For | For | |||
9 | Elect Yukiko Omura | Mgmt | For | For | For | |||
10 | Elect Lorin P.T. Radtke | Mgmt | For | For | For | |||
11 | Elect Courtney C. Shea | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | |||
15 | Ratification of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
16 | Elect Robert A. Bailenson | Mgmt | For | For | For | |||
17 | Elect Gary Burnet | Mgmt | For | For | For | |||
18 | Elect Ling Chow | Mgmt | For | For | For | |||
19 | Elect Stephen Donnarumma | Mgmt | For | For | For | |||
20 | Elect Dominic J. Frederico | Mgmt | For | For | For | |||
21 | Elect Darrin Futter | Mgmt | For | For | For | |||
22 | Elect Jorge Gana | Mgmt | For | For | For | |||
23 | Elect Holly L. Horn | Mgmt | For | For | For | |||
24 | Elect Walter A. Scott | Mgmt | For | For | For | |||
25 | Ratification of Subsidiary Auditor | Mgmt | For | For | For | |||
Bank of America Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BAC | CUSIP 060505583 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Sharon L. Allen | Mgmt | For | For | For | |||
2 | Elect Jose E. Almeida | Mgmt | For | For | For | |||
3 | Elect Frank P. Bramble, Sr. | Mgmt | For | For | For | |||
4 | Elect Pierre J. P. de Weck | Mgmt | For | For | For | |||
5 | Elect Arnold W. Donald | Mgmt | For | For | For | |||
6 | Elect Linda P. Hudson | Mgmt | For | For | For | |||
7 | Elect Monica C. Lozano | Mgmt | For | For | For | |||
8 | Elect Brian T. Moynihan | Mgmt | For | For | For | |||
9 | Elect Lionel L. Nowell, III | Mgmt | For | For | For | |||
10 | Elect Denise L. Ramos | Mgmt | For | For | For | |||
11 | Elect Clayton S. Rose | Mgmt | For | For | For | |||
12 | Elect Michael D. White | Mgmt | For | For | For | |||
13 | Elect Thomas D. Woods | Mgmt | For | For | For | |||
14 | Elect Maria T. Zuber | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
18 | Amendment to the Bank of America Corporation Equity Plan | Mgmt | For | For | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Absolute GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | |||
24 | Shareholder Proposal Regarding a Racial Equity Audit | ShrHoldr | Against | Against | For | |||
Berkshire Hathaway Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BRKA | CUSIP 084670702 | 05/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Warren E. Buffett | Mgmt | For | For | For | |||
1.2 | Elect Charles T. Munger | Mgmt | For | For | For | |||
1.3 | Elect Gregory E. Abel | Mgmt | For | For | For | |||
1.4 | Elect Howard G. Buffett | Mgmt | For | For | For | |||
1.5 | Elect Susan A. Buffett | Mgmt | For | For | For | |||
1.6 | Elect Stephen B. Burke | Mgmt | For | For | For | |||
1.7 | Elect Kenneth I. Chenault | Mgmt | For | For | For | |||
1.8 | Elect Christopher C. Davis | Mgmt | For | For | For | |||
1.9 | Elect Susan L. Decker | Mgmt | For | For | For | |||
1.10 | Elect Charlotte Guyman | Mgmt | For | Withhold | Against | |||
1.11 | Elect Ajit Jain | Mgmt | For | For | For | |||
1.12 | Elect Thomas S. Murphy, Jr. | Mgmt | For | For | For | |||
1.13 | Elect Ronald L. Olson | Mgmt | For | Withhold | Against | |||
1.14 | Elect Wallace R. Weitz | Mgmt | For | For | For | |||
1.15 | Elect Meryl B. Witmer | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
4 | Shareholder Proposal Regarding Climate Report | ShrHoldr | Against | Against | For | |||
5 | Shareholder Proposal Regarding Disclosure and Oversight of Climate Change Risks | ShrHoldr | Against | Against | For | |||
6 | Shareholder Proposal Regarding Aligning GHG Reductions with Paris Agreement | ShrHoldr | Against | Against | For | |||
7 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | |||
8 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
9 | Shareholder Proposal Regarding Public Positions on Political Speech | ShrHoldr | Against | Against | For | |||
Berry Global Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BERY | CUSIP 08579W103 | 02/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director B. Evan Bayh | Mgmt | For | For | For | |||
2 | Elect Director Jonathan F. Foster | Mgmt | For | For | For | |||
3 | Elect Director Idalene F. Kesner | Mgmt | For | For | For | |||
4 | Elect Director Jill A. Rahman | Mgmt | For | For | For | |||
5 | Elect Director Carl J. (Rick) Rickertsen | Mgmt | For | Against | Against | |||
6 | Elect Director Thomas E. Salmon | Mgmt | For | For | For | |||
7 | Elect Director Chaney M. Sheffield, Jr. | Mgmt | For | For | For | |||
8 | Elect Director Robert A. Steele | Mgmt | For | For | For | |||
9 | Elect Director Stephen E. Sterrett | Mgmt | For | For | For | |||
10 | Elect Director Scott B. Ullem | Mgmt | For | For | For | |||
11 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
Best Buy Co., Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BBY | CUSIP 086516101 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Corie S. Barry | Mgmt | For | For | For | |||
2 | Elect Lisa M. Caputo | Mgmt | For | For | For | |||
3 | Elect J. Patrick Doyle | Mgmt | For | For | For | |||
4 | Elect David W. Kenny | Mgmt | For | For | For | |||
5 | Elect Mario J. Marte | Mgmt | For | For | For | |||
6 | Elect Karen A. McLoughlin | Mgmt | For | For | For | |||
7 | Elect Claudia Fan Munce | Mgmt | For | For | For | |||
8 | Elect Richelle P. Parham | Mgmt | For | For | For | |||
9 | Elect Steven E. Rendle | Mgmt | For | For | For | |||
10 | Elect Sima D. Sistani | Mgmt | For | For | For | |||
11 | Elect Melinda D. Whittington | Mgmt | For | For | For | |||
12 | Elect Eugene A. Woods | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Booking Holdings Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BKNG | CUSIP 09857L108 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Glenn D. Fogel | Mgmt | For | For | For | |||
1.2 | Elect Mirian M. Graddick-Weir | Mgmt | For | For | For | |||
1.3 | Elect Wei Hopeman | Mgmt | For | For | For | |||
1.4 | Elect Robert J. Mylod Jr. | Mgmt | For | For | For | |||
1.5 | Elect Charles H. Noski | Mgmt | For | For | For | |||
1.6 | Elect JosephLarry Quinlan | Mgmt | For | For | For | |||
1.7 | Elect Nicholas J. Read | Mgmt | For | For | For | |||
1.8 | Elect Thomas E. Rothman | Mgmt | For | For | For | |||
1.9 | Elect Sumit Singh | Mgmt | For | For | For | |||
1.10 | Elect Lynn M. Vojvodich Radakovich | Mgmt | For | For | For | |||
1.11 | Elect Vanessa A. Wittman | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
5 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
CBRE Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CBRE | CUSIP 12504L109 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Brandon B. Boze | Mgmt | For | For | For | |||
2 | Elect Beth F. Cobert | Mgmt | For | For | For | |||
3 | Elect Reginald H. Gilyard | Mgmt | For | For | For | |||
4 | Elect Shira D. Goodman | Mgmt | For | For | For | |||
5 | Elect E.M. Blake Hutcheson | Mgmt | For | For | For | |||
6 | Elect Christopher T. Jenny | Mgmt | For | For | For | |||
7 | Elect Gerardo I. Lopez | Mgmt | For | For | For | |||
8 | Elect Susan Meaney | Mgmt | For | For | For | |||
9 | Elect Oscar Munoz | Mgmt | For | For | For | |||
10 | Elect Robert E. Sulentic | Mgmt | For | For | For | |||
11 | Elect Sanjiv Yajnik | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | |||
Chuy's Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CHUY | CINS 171604101 | 07/28/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Saed Mohseni | Mgmt | For | For | For | |||
2 | Elect Director Ira Zecher | Mgmt | For | For | For | |||
3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
4 | Ratify RSM US LLP as Auditors | Mgmt | For | For | For | |||
Cisco Systems, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CSCO | CINS 17275R102 | 12/08/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
3 | Report on Tax Transparency Set Forth in the Global Reporting Initiative's Tax Standard | ShrHoldr | Against | Against | For | |||
4 | Elect Director M. Michele Burns | Mgmt | For | For | For | |||
5 | Elect Director Wesley G. Bush | Mgmt | For | For | For | |||
6 | Elect Director Michael D. Capellas | Mgmt | For | For | For | |||
7 | Elect Director Mark Garrett | Mgmt | For | For | For | |||
8 | Elect Director John D. Harris, II | Mgmt | For | For | For | |||
9 | Elect Director Kristina M. Johnson | Mgmt | For | For | For | |||
10 | Elect Director Roderick C. McGeary | Mgmt | For | For | For | |||
11 | Elect Director Sarah Rae Murphy | Mgmt | For | For | For | |||
12 | Elect Director Charles H. Robbins | Mgmt | For | For | For | |||
13 | Elect Director Brenton L. Saunders | Mgmt | For | Against | Against | |||
14 | Elect Director Lisa T. Su | Mgmt | For | For | For | |||
15 | Elect Director Marianna Tessel | Mgmt | For | For | For | |||
CMS Energy Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CMS | CUSIP 125896100 | 05/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jon E. Barfield | Mgmt | For | For | For | |||
2 | Elect Deborah H. Butler | Mgmt | For | For | For | |||
3 | Elect Kurt L. Darrow | Mgmt | For | For | For | |||
4 | Elect William D. Harvey | Mgmt | For | For | For | |||
5 | Elect Garrick J. Rochow | Mgmt | For | For | For | |||
6 | Elect John G. Russell | Mgmt | For | For | For | |||
7 | Elect Suzanne F. Shank | Mgmt | For | For | For | |||
8 | Elect Myrna M. Soto | Mgmt | For | For | For | |||
9 | Elect John G. Sznewajs | Mgmt | For | For | For | |||
10 | Elect Ronald J. Tanski | Mgmt | For | For | For | |||
11 | Elect Laura H. Wright | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
Comcast Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CMCSA | CUSIP 20030N101 | 06/07/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Kenneth J. Bacon | Mgmt | For | For | For | |||
1.2 | Elect Thomas J. Baltimore, Jr. | Mgmt | For | Withhold | Against | |||
1.3 | Elect Madeline S. Bell | Mgmt | For | For | For | |||
1.4 | Elect Edward D. Breen | Mgmt | For | For | For | |||
1.5 | Elect Gerald L. Hassell | Mgmt | For | For | For | |||
1.6 | Elect Jeffrey A. Honickman | Mgmt | For | For | For | |||
1.7 | Elect Maritza Gomez Montiel | Mgmt | For | For | For | |||
1.8 | Elect Asuka Nakahara | Mgmt | For | For | For | |||
1.9 | Elect David C. Novak | Mgmt | For | For | For | |||
1.10 | Elect Brian L. Roberts | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Approval of the 2023 Omnibus Equity Incentive Plan | Mgmt | For | Against | Against | |||
4 | Amendment to the 2002 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | |||
8 | Shareholder Proposal Regarding Report on Climate Risk In Employee Retirement Default Options | ShrHoldr | Against | Against | For | |||
9 | Shareholder Proposal Regarding GHG Targets and Alignment with Paris Agreement | ShrHoldr | Against | Against | For | |||
10 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
11 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
ConocoPhillips | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
COP | CUSIP 20825C104 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Dennis Victor Arriola | Mgmt | For | For | For | |||
2 | Elect Jody L. Freeman | Mgmt | For | For | For | |||
3 | Elect Gay Huey Evans | Mgmt | For | For | For | |||
4 | Elect Jeffrey A. Joerres | Mgmt | For | For | For | |||
5 | Elect Ryan M. Lance | Mgmt | For | For | For | |||
6 | Elect Timothy A. Leach | Mgmt | For | For | For | |||
7 | Elect William H. McRaven | Mgmt | For | For | For | |||
8 | Elect Sharmila Mulligan | Mgmt | For | For | For | |||
9 | Elect Eric D. Mullins | Mgmt | For | For | For | |||
10 | Elect Arjun N. Murti | Mgmt | For | For | For | |||
11 | Elect Robert A. Niblock | Mgmt | For | For | For | |||
12 | Elect David T. Seaton | Mgmt | For | For | For | |||
13 | Elect R. A. Walker | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | N/A | 1 Year | N/A | |||
17 | Permit Shareholders to Call Special Meetings | Mgmt | For | For | For | |||
18 | Approval of the 2023 Omnibus Stock and Performance Incentive Plan | Mgmt | For | For | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | ShrHoldr | Against | Against | For | |||
Constellation Energy Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CEG | CUSIP 21037T109 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Joseph Dominguez | Mgmt | For | For | For | |||
1.2 | Elect Julie Holzrichter | Mgmt | For | For | For | |||
1.3 | Elect Ashish Khandpur | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
CVS Health Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CVS | CUSIP 126650100 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Fernando Aguirre | Mgmt | For | For | For | |||
2 | Elect Jeffrey R. Balser | Mgmt | For | For | For | |||
3 | Elect C. David Brown II | Mgmt | For | For | For | |||
4 | Elect Alecia A. DeCoudreaux | Mgmt | For | For | For | |||
5 | Elect Nancy-Ann DeParle | Mgmt | For | For | For | |||
6 | Elect Roger N. Farah | Mgmt | For | For | For | |||
7 | Elect Anne M. Finucane | Mgmt | For | For | For | |||
8 | Elect Edward J. Ludwig | Mgmt | For | For | For | |||
9 | Elect Karen S. Lynch | Mgmt | For | For | For | |||
10 | Elect Jean-Pierre Millon | Mgmt | For | For | For | |||
11 | Elect Mary L. Schapiro | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Shareholder Proposal Regarding Paid Sick Leave | ShrHoldr | Against | Abstain | N/A | |||
16 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Abstain | N/A | |||
18 | Shareholder Proposal Regarding Third-Party Assessment of Freedom of Association | ShrHoldr | Against | Abstain | N/A | |||
19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | ShrHoldr | Against | Against | For | |||
Deere & Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DE | CUSIP 244199105 | 02/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Leanne G. Caret | Mgmt | For | For | For | |||
2 | Elect Director Tamra A. Erwin | Mgmt | For | For | For | |||
3 | Elect Director Alan C. Heuberger | Mgmt | For | For | For | |||
4 | Elect Director Charles O. Holliday, Jr. | Mgmt | For | For | For | |||
5 | Elect Director Michael O. Johanns | Mgmt | For | For | For | |||
6 | Elect Director Clayton M. Jones | Mgmt | For | For | For | |||
7 | Elect Director John C. May | Mgmt | For | For | For | |||
8 | Elect Director Gregory R. Page | Mgmt | For | For | For | |||
9 | Elect Director Sherry M. Smith | Mgmt | For | For | For | |||
10 | Elect Director Dmitri L. Stockton | Mgmt | For | For | For | |||
11 | Elect Director Sheila G. Talton | Mgmt | For | For | For | |||
12 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
13 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
15 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | ShrHoldr | Against | Against | For | |||
DuPont de Nemours, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DD | CUSIP 26614N102 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Amy G. Brady | Mgmt | For | For | For | |||
2 | Elect Edward D. Breen | Mgmt | For | For | For | |||
3 | Elect Ruby R. Chandy | Mgmt | For | For | For | |||
4 | Elect Terrence R. Curtin | Mgmt | For | For | For | |||
5 | Elect Alexander M. Cutler | Mgmt | For | For | For | |||
6 | Elect Eleuthere I. du Pont | Mgmt | For | For | For | |||
7 | Elect Kristina M. Johnson | Mgmt | For | For | For | |||
8 | Elect Luther C. Kissam IV | Mgmt | For | For | For | |||
9 | Elect Frederick M. Lowery | Mgmt | For | For | For | |||
10 | Elect Raymond J. Milchovich | Mgmt | For | For | For | |||
11 | Elect Deanna M. Mulligan | Mgmt | For | For | For | |||
12 | Elect Steven M. Sterin | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Eastman Chemical Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EMN | CUSIP 277432100 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Humberto P. Alfonso | Mgmt | For | For | For | |||
2 | Elect Brett D. Begemann | Mgmt | For | For | For | |||
3 | Elect Eric L. Butler | Mgmt | For | For | For | |||
4 | Elect Mark J. Costa | Mgmt | For | For | For | |||
5 | Elect Edward L. Doheny II | Mgmt | For | For | For | |||
6 | Elect Linnie M. Haynesworth | Mgmt | For | For | For | |||
7 | Elect Julie Fasone Holder | Mgmt | For | For | For | |||
8 | Elect Renee J. Hornbaker | Mgmt | For | For | For | |||
9 | Elect Kim Ann Mink | Mgmt | For | For | For | |||
10 | Elect James J. O'Brien | Mgmt | For | For | For | |||
11 | Elect David W. Raisbeck | Mgmt | For | For | For | |||
12 | Elect Charles K. Stevens III | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Elevance Health, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ELV | CUSIP 036752103 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Gail K. Boudreaux | Mgmt | For | For | For | |||
2 | Elect R. Kerry Clark | Mgmt | For | For | For | |||
3 | Elect Robert L. Dixon, Jr. | Mgmt | For | For | For | |||
4 | Elect Deanna Strable-Soethout | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Ratification of Auditor | Mgmt | For | For | For | |||
8 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||
9 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | |||
Eli Lilly and Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LLY | CUSIP 532457108 | 05/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect William G. Kaelin, Jr. | Mgmt | For | For | For | |||
2 | Elect David A. Ricks | Mgmt | For | For | For | |||
3 | Elect Marschall S. Runge | Mgmt | For | For | For | |||
4 | Elect Karen Walker | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Ratification of Auditor | Mgmt | For | For | For | |||
8 | Repeal of Classified Board | Mgmt | For | For | For | |||
9 | Elimination of Supermajority Requirements | Mgmt | For | For | For | |||
10 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
11 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
12 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
13 | Shareholder Proposal Regarding Report on Company Response to State Policies Regulating Abortion | ShrHoldr | Against | Against | For | |||
14 | Shareholder Proposal Regarding Lobbying Activities and Values Congruency | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Diversity and Inclusion Report | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | |||
Enterprise Products Partners LP | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EPD | CINS 293792107 | 11/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||
2 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
Exxon Mobil Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
XOM | CUSIP 30231G102 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michael J. Angelakis | Mgmt | For | For | For | |||
2 | Elect Susan K. Avery | Mgmt | For | For | For | |||
3 | Elect Angela F. Braly | Mgmt | For | For | For | |||
4 | Elect Gregory J. Goff | Mgmt | For | For | For | |||
5 | Elect John D. Harris II | Mgmt | For | For | For | |||
6 | Elect Kaisa H. Hietala | Mgmt | For | For | For | |||
7 | Elect Joseph L. Hooley | Mgmt | For | For | For | |||
8 | Elect Steven A. Kandarian | Mgmt | For | For | For | |||
9 | Elect Alexander A. Karsner | Mgmt | For | For | For | |||
10 | Elect Lawrence W. Kellner | Mgmt | For | For | For | |||
11 | Elect Jeffrey W. Ubben | Mgmt | For | For | For | |||
12 | Elect Darren W. Woods | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Formation of Decarbonization Risk Committee | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Carbon Capture and Storage | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Methane Emission Disclosures | ShrHoldr | Against | For | Against | |||
20 | Shareholder Proposal Regarding Medium-Term Scope 3 Target | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Guyanese Operations | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Recalculated Emissions Baseline | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Audited Report on Asset Retirement Obligations | ShrHoldr | Against | Against | For | |||
24 | Shareholder Proposal Regarding Addressing Virgin Plastic Demand | ShrHoldr | Against | Against | For | |||
25 | Shareholder Proposal Regarding Environmental Litigation | ShrHoldr | Against | Against | For | |||
26 | Shareholder Proposal Regarding Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
27 | Shareholder Proposal Regarding Just Transition Reporting | ShrHoldr | Against | Against | For | |||
28 | Shareholder Proposal Regarding Report on Exploration and Production in the Arctic Refuge | ShrHoldr | Against | Against | For | |||
Fair Isaac Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FICO | CUSIP 303250104 | 03/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Braden R. Kelly | Mgmt | For | For | For | |||
2 | Elect Director Fabiola R. Arredondo | Mgmt | For | For | For | |||
3 | Elect Director James D. Kirsner | Mgmt | For | For | For | |||
4 | Elect Director William J. Lansing | Mgmt | For | For | For | |||
5 | Elect Director Eva Manolis | Mgmt | For | For | For | |||
6 | Elect Director Marc F. McMorris | Mgmt | For | For | For | |||
7 | Elect Director Joanna Rees | Mgmt | For | For | For | |||
8 | Elect Director David A. Rey | Mgmt | For | For | For | |||
9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
10 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
11 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
Freeport-McMoRan Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FCX | CUSIP 35671D857 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David P. Abney | Mgmt | For | For | For | |||
2 | Elect Richard C. Adkerson | Mgmt | For | For | For | |||
3 | Elect Marcela E. Donadio | Mgmt | For | For | For | |||
4 | Elect Robert W. Dudley | Mgmt | For | For | For | |||
5 | Elect Hugh Grant | Mgmt | For | For | For | |||
6 | Elect Lydia H. Kennard | Mgmt | For | For | For | |||
7 | Elect Ryan M. Lance | Mgmt | For | For | For | |||
8 | Elect Sara Grootwassink Lewis | Mgmt | For | For | For | |||
9 | Elect Dustan E. McCoy | Mgmt | For | For | For | |||
10 | Elect Kathleen L. Quirk | Mgmt | For | For | For | |||
11 | Elect John J. Stephens | Mgmt | For | For | For | |||
12 | Elect Frances F. Townsend | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
FREYR Battery | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FREY | CUSIP L4135L100 | 06/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Indemnification Agreements with Directors | Mgmt | For | For | For | |||
2 | Directors' Equity Grants for 2023 | Mgmt | For | For | For | |||
3 | Accounts and Reports - US | Mgmt | For | For | For | |||
4 | Accounts and Reports - Luxembourg | Mgmt | For | For | For | |||
5 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
6 | Confirmation of the Mandate of Jon Christian Thaulow by Co-option | Mgmt | For | For | For | |||
7 | Confirmation of the Mandate of Jason Forcier by Co-option | Mgmt | For | For | For | |||
8 | Confirmation of the Mandate of Daniel Steingart by Co-option | Mgmt | For | For | For | |||
9 | Confirmation of the Mandate of Tom Einar Jensen by Co-option | Mgmt | For | For | For | |||
10 | Ratification of Board Acts | Mgmt | For | For | For | |||
11 | Directors' Fees | Mgmt | For | For | For | |||
12 | Appointment of Auditor | Mgmt | For | For | For | |||
13 | Election of Directors | Mgmt | For | For | For | |||
14 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
15 | Amendment to the 2021 Equity Incentive Plan | Mgmt | For | Against | Against | |||
16 | Authorization of Legal Formalities | Mgmt | For | For | For | |||
17 | Amendments to Articles Regarding Board Size | Mgmt | For | For | For | |||
18 | Increase in Authorised Capital | Mgmt | For | For | For | |||
Gaming And Leisure Properties, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GLPI | CUSIP 36467J108 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter M. Carlino | Mgmt | For | For | For | |||
2 | Elect JoAnne A. Epps | Mgmt | For | For | For | |||
3 | Elect Carol Lynton | Mgmt | For | For | For | |||
4 | Elect Joseph W. Marshall, III | Mgmt | For | For | For | |||
5 | Elect James B. Perry | Mgmt | For | For | For | |||
6 | Elect Barry F. Schwartz | Mgmt | For | For | For | |||
7 | Elect Earl C. Shanks | Mgmt | For | For | For | |||
8 | Elect E. Scott Urdang | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Gartner, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
IT | CUSIP 366651107 | 06/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter E. Bisson | Mgmt | For | For | For | |||
2 | Elect Richard J. Bressler | Mgmt | For | For | For | |||
3 | Elect Raul E. Cesan | Mgmt | For | For | For | |||
4 | Elect Karen E. Dykstra | Mgmt | For | For | For | |||
5 | Elect Diana S. Ferguson | Mgmt | For | For | For | |||
6 | Elect Anne Sutherland Fuchs | Mgmt | For | For | For | |||
7 | Elect William O. Grabe | Mgmt | For | For | For | |||
8 | Elect Jose M. Gutierrez | Mgmt | For | For | For | |||
9 | Elect Eugene A. Hall | Mgmt | For | For | For | |||
10 | Elect Stephen G. Pagliuca | Mgmt | For | For | For | |||
11 | Elect Eileen M. Serra | Mgmt | For | For | For | |||
12 | Elect James C. Smith | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Amendment to the Long-Term Incentive Plan | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
General Motors Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GM | CUSIP 37045V100 | 06/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Mary T. Barra | Mgmt | For | For | For | |||
2 | Elect Aneel Bhusri | Mgmt | For | For | For | |||
3 | Elect Wesley G. Bush | Mgmt | For | For | For | |||
4 | Elect Joanne C. Crevoiserat | Mgmt | For | For | For | |||
5 | Elect Linda R. Gooden | Mgmt | For | For | For | |||
6 | Elect Joseph Jimenez | Mgmt | For | For | For | |||
7 | Elect Jonathan McNeill | Mgmt | For | For | For | |||
8 | Elect Judith A. Miscik | Mgmt | For | Against | Against | |||
9 | Elect Patricia F. Russo | Mgmt | For | For | For | |||
10 | Elect Thomas M. Schoewe | Mgmt | For | For | For | |||
11 | Elect Mark A. Tatum | Mgmt | For | For | For | |||
12 | Elect Jan E. Tighe | Mgmt | For | For | For | |||
13 | Elect Devin N. Wenig | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Amendment to the 2020 Long-Term Incentive Plan | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | For | Against | |||
19 | Shareholder Proposal Regarding Procurement Targets for Sustainable Materials in Supply Chain | ShrHoldr | Against | Against | For | |||
GXO Logistics, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GXO | CUSIP 36262G101 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Clare Chatfield | Mgmt | For | For | For | |||
2 | Elect Joli Gross | Mgmt | For | Against | Against | |||
3 | Elect Jason D. Papastavrou | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
HCA Healthcare, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HCA | ISIN US40412C1018 | 04/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Thomas F. Frist III | Mgmt | For | For | For | |||
2 | Elect Samuel N. Hazen | Mgmt | For | For | For | |||
3 | Elect Meg G. Crofton | Mgmt | For | For | For | |||
4 | Elect Robert J. Dennis | Mgmt | For | For | For | |||
5 | Elect Nancy-Ann DeParle | Mgmt | For | For | For | |||
6 | Elect William R. Frist | Mgmt | For | For | For | |||
7 | Elect Hugh F. Johnston | Mgmt | For | For | For | |||
8 | Elect Michael W. Michelson | Mgmt | For | For | For | |||
9 | Elect Wayne J. Riley | Mgmt | For | For | For | |||
10 | Elect Andrea B. Smith | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Board Oversight of Staffing and Patient Safety | ShrHoldr | Against | Against | For | |||
Honeywell International Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HON | CUSIP 438516106 | 05/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Darius Adamczyk | Mgmt | For | For | For | |||
2 | Elect Duncan B. Angove | Mgmt | For | For | For | |||
3 | Elect William S. Ayer | Mgmt | For | For | For | |||
4 | Elect Kevin Burke | Mgmt | For | For | For | |||
5 | Elect D. Scott Davis | Mgmt | For | For | For | |||
6 | Elect Deborah Flint | Mgmt | For | For | For | |||
7 | Elect Vimal Kapur | Mgmt | For | For | For | |||
8 | Elect Rose Lee | Mgmt | For | For | For | |||
9 | Elect Grace D. Lieblein | Mgmt | For | For | For | |||
10 | Elect Robin L. Washington | Mgmt | For | For | For | |||
11 | Elect Robin Watson | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Environmental and Health Impact Report | ShrHoldr | Against | Against | For | |||
Intel Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INTC | CUSIP 458140100 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Patrick P. Gelsinger | Mgmt | For | For | For | |||
2 | Elect James J. Goetz | Mgmt | For | For | For | |||
3 | Elect Andrea J. Goldsmith | Mgmt | For | For | For | |||
4 | Elect Alyssa H. Henry | Mgmt | For | For | For | |||
5 | Elect S. Omar Ishrak | Mgmt | For | For | For | |||
6 | Elect Risa Lavizzo-Mourey | Mgmt | For | For | For | |||
7 | Elect Tsu-Jae King Liu | Mgmt | For | For | For | |||
8 | Elect Barbara G. Novick | Mgmt | For | For | For | |||
9 | Elect Gregory D. Smith | Mgmt | For | For | For | |||
10 | Elect Lip-Bu Tan | Mgmt | For | Against | Against | |||
11 | Elect Dion J. Weisler | Mgmt | For | For | For | |||
12 | Elect Frank D. Yeary | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Amendment to the 2006 Equity Incentive Plan | Mgmt | For | Against | Against | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Third-Party Review for ESG Congruency with Business in China | ShrHoldr | Against | Against | For | |||
Johnson & Johnson | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
JNJ | CUSIP 478160104 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Darius Adamczyk | Mgmt | For | For | For | |||
2 | Elect Mary C. Beckerle | Mgmt | For | For | For | |||
3 | Elect D. Scott Davis | Mgmt | For | For | For | |||
4 | Elect Jennifer A. Doudna | Mgmt | For | For | For | |||
5 | Elect Joaquin Duato | Mgmt | For | For | For | |||
6 | Elect Marillyn A. Hewson | Mgmt | For | For | For | |||
7 | Elect Paula A. Johnson | Mgmt | For | For | For | |||
8 | Elect Hubert Joly | Mgmt | For | For | For | |||
9 | Elect Mark B. McClellan | Mgmt | For | For | For | |||
10 | Elect Anne Mulcahy | Mgmt | For | For | For | |||
11 | Elect Mark A. Weinberger | Mgmt | For | For | For | |||
12 | Elect Nadja Y. West | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Adoption of Mandatory Arbitration Bylaw | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Prohibiting Adjustments for Legal and Compliance Costs | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
Karat Packaging Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KRT | CUSIP 48563L101 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Alan Yu | Mgmt | For | For | For | |||
2 | Elect Joanne Wang | Mgmt | For | For | For | |||
3 | Elect Paul Y. Chen | Mgmt | For | For | For | |||
4 | Elect Eric Chen | Mgmt | For | For | For | |||
5 | Elect Eve Yen | Mgmt | For | For | For | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Lam Research Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LRCX | CINS 512807108 | 11/08/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
3 | Elect Director Sohail U. Ahmed | Mgmt | For | For | For | |||
4 | Elect Director Timothy M. Archer | Mgmt | For | For | For | |||
5 | Elect Director Eric K. Brandt | Mgmt | For | For | For | |||
6 | Elect Director Michael R. Cannon | Mgmt | For | For | For | |||
7 | Elect Director Bethany J. Mayer | Mgmt | For | For | For | |||
8 | Elect Director Jyoti K. Mehra | Mgmt | For | For | For | |||
9 | Elect Director Abhijit Y. Talwalkar | Mgmt | For | For | For | |||
10 | Elect Director Lih Shyng (Rick L.) Tsai | Mgmt | For | For | For | |||
11 | Elect Director Leslie F. Varon | Mgmt | For | For | For | |||
Liberty Global plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LBTYA | CUSIP G5480U104 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Miranda Curtis | Mgmt | For | Against | Against | |||
2 | Elect J. David Wargo | Mgmt | For | For | For | |||
3 | Remuneration Report (Advisory) | Mgmt | For | Against | Against | |||
4 | Remuneration Policy | Mgmt | For | Against | Against | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
7 | Ratification of UK Auditor | Mgmt | For | For | For | |||
8 | Authority to Set Auditor's Fees | Mgmt | For | For | For | |||
9 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | |||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
11 | Authorisation of Political Donations | Mgmt | For | For | For | |||
12 | Approve Share Repurchase Contracts and Counterparties | Mgmt | For | For | For | |||
13 | Approval of the 2023 Incentive Plan | Mgmt | For | Against | Against | |||
LKQ Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LKQ | CUSIP 501889208 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Patrick Berard | Mgmt | For | For | For | |||
2 | Elect Meg A. Divitto | Mgmt | For | For | For | |||
3 | Elect Joseph M. Holsten | Mgmt | For | For | For | |||
4 | Elect Blythe J. McGarvie | Mgmt | For | For | For | |||
5 | Elect John W. Mendel | Mgmt | For | For | For | |||
6 | Elect Jody G. Miller | Mgmt | For | For | For | |||
7 | Elect Guhan Subramanian | Mgmt | For | For | For | |||
8 | Elect Xavier Urbain | Mgmt | For | For | For | |||
9 | Elect Dominick P. Zarcone | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Lowe's Companies, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LOW | CUSIP 548661107 | 05/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Raul Alvarez | Mgmt | For | For | For | |||
1.2 | Elect David H. Batchelder | Mgmt | For | For | For | |||
1.3 | Elect Scott H. Baxter | Mgmt | For | For | For | |||
1.4 | Elect Sandra B. Cochran | Mgmt | For | For | For | |||
1.5 | Elect Laurie Z. Douglas | Mgmt | For | For | For | |||
1.6 | Elect Richard W. Dreiling | Mgmt | For | For | For | |||
1.7 | Elect Marvin R. Ellison | Mgmt | For | For | For | |||
1.8 | Elect Daniel J. Heinrich | Mgmt | For | For | For | |||
1.9 | Elect Brian C. Rogers | Mgmt | For | For | For | |||
1.10 | Elect Bertram L. Scott | Mgmt | For | For | For | |||
1.11 | Elect Colleen Taylor | Mgmt | For | For | For | |||
1.12 | Elect Mary Elizabeth West | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Magna International Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MG | CUSIP 559222401 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter Guy Bowie | Mgmt | For | For | For | |||
2 | Elect Mary S. Chan | Mgmt | For | For | For | |||
3 | Elect V. Peter Harder | Mgmt | For | For | For | |||
4 | Elect Jan R. Hauser | Mgmt | For | For | For | |||
5 | Elect Seetarama S. Kotagiri | Mgmt | For | For | For | |||
6 | Elect Jay K. Kunkel | Mgmt | For | For | For | |||
7 | Elect Robert F. MacLellan | Mgmt | For | For | For | |||
8 | Elect Mary Lou Maher | Mgmt | For | For | For | |||
9 | Elect William A. Ruh | Mgmt | For | For | For | |||
10 | Elect Indira V. Samarasekera | Mgmt | For | For | For | |||
11 | Elect Matthew Tsien | Mgmt | For | For | For | |||
12 | Elect Thomas Weber | Mgmt | For | Withhold | Against | |||
13 | Elect Lisa S. Westlake | Mgmt | For | For | For | |||
14 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
Mastercard Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MA | CUSIP 57636Q104 | 06/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Merit E. Janow | Mgmt | For | For | For | |||
2 | Elect Candido Botelho Bracher | Mgmt | For | For | For | |||
3 | Elect Richard K. Davis | Mgmt | For | For | For | |||
4 | Elect Julius Genachowski | Mgmt | For | For | For | |||
5 | Elect Choon Phong Goh | Mgmt | For | For | For | |||
6 | Elect Oki Matsumoto | Mgmt | For | For | For | |||
7 | Elect Michael Miebach | Mgmt | For | For | For | |||
8 | Elect Youngme E. Moon | Mgmt | For | For | For | |||
9 | Elect Rima Qureshi | Mgmt | For | For | For | |||
10 | Elect Gabrielle Sulzberger | Mgmt | For | For | For | |||
11 | Elect Harit Talwar | Mgmt | For | For | For | |||
12 | Elect Lance Uggla | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Approval of the Employee Stock Purchase Plan | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Report on Board Oversight of Discrimination | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Oversight of Merchant Category Codes | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Cost Benefit Analysis of Global Diversity and Inclusion Efforts | ShrHoldr | Against | Against | For | |||
McDonald's Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MCD | CUSIP 580135101 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Anthony G. Capuano | Mgmt | For | For | For | |||
2 | Elect Kareem Daniel | Mgmt | For | For | For | |||
3 | Elect Lloyd H. Dean | Mgmt | For | For | For | |||
4 | Elect Catherine Engelbert | Mgmt | For | For | For | |||
5 | Elect Margaret H. Georgiadis | Mgmt | For | For | For | |||
6 | Elect Enrique Hernandez, Jr. | Mgmt | For | For | For | |||
7 | Elect Christopher Kempczinski | Mgmt | For | For | For | |||
8 | Elect Richard H. Lenny | Mgmt | For | For | For | |||
9 | Elect John Mulligan | Mgmt | For | For | For | |||
10 | Elect Jennifer Taubert | Mgmt | For | For | For | |||
11 | Elect Paul S. Walsh | Mgmt | For | For | For | |||
12 | Elect Amy Weaver | Mgmt | For | For | For | |||
13 | Elect Miles D. White | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Policy on Use of Medically-Important Antibiotics in the Beef and Pork Supply Chain | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Compliance With WHO Guidelines on Medically-Important Antimicrobials in Supply Chain | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Civil Rights Audit | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Transparency Report on Global Public Policy And Political Influence | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Disclosure of Animal Welfare Indicators | ShrHoldr | Against | Against | For | |||
McKesson Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MCK | CINS 58155Q103 | 07/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Approve Omnibus Stock Plan | Mgmt | For | For | For | |||
4 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | ShrHoldr | Against | Against | For | |||
6 | Adopt Policy on 10b5-1 Plans | ShrHoldr | Against | Against | For | |||
7 | Elect Director Richard H. Carmona | Mgmt | For | For | For | |||
8 | Elect Director Dominic J. Caruso | Mgmt | For | For | For | |||
9 | Elect Director W. Roy Dunbar | Mgmt | For | For | For | |||
10 | Elect Director James H. Hinton | Mgmt | For | For | For | |||
11 | Elect Director Donald R. Knauss | Mgmt | For | For | For | |||
12 | Elect Director Bradley E. Lerman | Mgmt | For | For | For | |||
13 | Elect Director Linda P. Mantia | Mgmt | For | For | For | |||
14 | Elect Director Maria Martinez | Mgmt | For | For | For | |||
15 | Elect Director Susan R. Salka | Mgmt | For | For | For | |||
16 | Elect Director Brian S. Tyler | Mgmt | For | For | For | |||
17 | Elect Director Kathleen Wilson-Thompson | Mgmt | For | For | For | |||
Medtronic Plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MDT | CINS G5960L103 | 12/08/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Ireland | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Renew the Board's Authority to Issue Shares Under Irish Law | Mgmt | For | For | For | |||
4 | Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Mgmt | For | For | For | |||
5 | Authorize Overseas Market Purchases of Ordinary Shares | Mgmt | For | For | For | |||
6 | Elect Director Richard H. Anderson | Mgmt | For | For | For | |||
7 | Elect Director Craig Arnold | Mgmt | For | For | For | |||
8 | Elect Director Scott C. Donnelly | Mgmt | For | For | For | |||
9 | Elect Director Lidia L. Fonseca | Mgmt | For | For | For | |||
10 | Elect Director Andrea J. Goldsmith | Mgmt | For | For | For | |||
11 | Elect Director Randall J. Hogan, III | Mgmt | For | For | For | |||
12 | Elect Director Kevin E. Lofton | Mgmt | For | For | For | |||
13 | Elect Director Geoffrey S. Martha | Mgmt | For | For | For | |||
14 | Elect Director Elizabeth G. Nabel | Mgmt | For | Against | Against | |||
15 | Elect Director Denise M. O'Leary | Mgmt | For | For | For | |||
16 | Elect Director Kendall J. Powell | Mgmt | For | For | For | |||
Merck & Co., Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MRK | CUSIP 58933Y105 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Douglas M. Baker, Jr. | Mgmt | For | For | For | |||
2 | Elect Mary Ellen Coe | Mgmt | For | For | For | |||
3 | Elect Pamela J. Craig | Mgmt | For | For | For | |||
4 | Elect Robert M. Davis | Mgmt | For | For | For | |||
5 | Elect Thomas H. Glocer | Mgmt | For | For | For | |||
6 | Elect Risa Lavizzo-Mourey | Mgmt | For | For | For | |||
7 | Elect Stephen L. Mayo | Mgmt | For | For | For | |||
8 | Elect Paul B. Rothman | Mgmt | For | For | For | |||
9 | Elect Patricia F. Russo | Mgmt | For | For | For | |||
10 | Elect Christine E. Seidman | Mgmt | For | For | For | |||
11 | Elect Inge G. Thulin | Mgmt | For | For | For | |||
12 | Elect Kathy J. Warden | Mgmt | For | For | For | |||
13 | Elect Peter C. Wendell | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Access to COVID-19 Products | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Third-Party Political Expenditures Reporting | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Congruency Report of Partnerships with Certain Organizations | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
Meta Platforms, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
META | CUSIP 30303M102 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Peggy Alford | Mgmt | For | For | For | |||
1.2 | Elect Marc L. Andreessen | Mgmt | For | For | For | |||
1.3 | Elect Andrew W. Houston | Mgmt | For | For | For | |||
1.4 | Elect Nancy Killefer | Mgmt | For | For | For | |||
1.5 | Elect Robert M. Kimmitt | Mgmt | For | For | For | |||
1.6 | Elect Sheryl K. Sandberg | Mgmt | For | For | For | |||
1.7 | Elect Tracey T. Travis | Mgmt | For | For | For | |||
1.8 | Elect Tony Xu | Mgmt | For | For | For | |||
1.9 | Elect Mark Zuckerberg | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Shareholder Proposal Regarding Report on Government Takedown Requests | ShrHoldr | Against | Against | For | |||
4 | Shareholder Proposal Regarding Recapitalization | ShrHoldr | Against | Against | For | |||
5 | Shareholder Proposal Regarding Human Rights Impact Assessment | ShrHoldr | Against | Against | For | |||
6 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
7 | Shareholder Proposal Regarding Report on Content Management in India | ShrHoldr | Against | For | Against | |||
8 | Shareholder Proposal Regarding Lobbying Activity Alignment with Net-Zero Emissions Commitment | ShrHoldr | Against | Against | For | |||
9 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | |||
10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | ShrHoldr | Against | For | Against | |||
11 | Shareholder Proposal Regarding Targets and Report on Child Safety Impacts | ShrHoldr | Against | Against | For | |||
12 | Shareholder Proposal Regarding Calibrating Executive Pay to Externalized Costs | ShrHoldr | Against | Against | For | |||
13 | Shareholder Proposal Regarding Assessment of Audit and Risk Oversight Committee | ShrHoldr | Against | Against | For | |||
Microsoft Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MSFT | CINS 594918104 | 12/13/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director John W. Thompson | Mgmt | For | For | For | |||
2 | Elect Director Reid G. Hoffman | Mgmt | For | For | For | |||
3 | Elect Director Emma N. Walmsley | Mgmt | For | For | For | |||
4 | Elect Director Padmasree Warrior | Mgmt | For | For | For | |||
5 | Elect Director Hugh F. Johnston | Mgmt | For | For | For | |||
6 | Elect Director Teri L. List | Mgmt | For | For | For | |||
7 | Elect Director Satya Nadella | Mgmt | For | For | For | |||
8 | Elect Director Sandra E. Peterson | Mgmt | For | For | For | |||
9 | Elect Director Penny S. Pritzker | Mgmt | For | For | For | |||
10 | Elect Director Carlos A. Rodriguez | Mgmt | For | For | For | |||
11 | Elect Director Charles W. Scharf | Mgmt | For | For | For | |||
12 | Elect Director John W. Stanton | Mgmt | For | For | For | |||
13 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
14 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
15 | Report on Cost/Benefit Analysis of Diversity and Inclusion | ShrHoldr | Against | Against | For | |||
16 | Report on Hiring of Persons with Arrest or Incarceration Records | ShrHoldr | Against | Against | For | |||
17 | Assess and Report on the Company's Retirement Funds' Management of Systemic Climate Risk | ShrHoldr | Against | Against | For | |||
18 | Report on Government Use of Microsoft Technology | ShrHoldr | Against | Against | For | |||
19 | Report on Development of Products for Military | ShrHoldr | Against | Against | For | |||
20 | Report on Tax Transparency | ShrHoldr | Against | Against | For | |||
Molson Coors Beverage Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TAP | CUSIP 60871R209 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Roger G. Eaton | Mgmt | For | Withhold | Against | |||
1.2 | Elect Charles M. Herington | Mgmt | For | Withhold | Against | |||
1.3 | Elect H. Sanford Riley | Mgmt | For | Withhold | Against | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Morgan Stanley | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MS | CUSIP 617446448 | 05/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Alistair Darling | Mgmt | For | For | For | |||
2 | Elect Thomas H. Glocer | Mgmt | For | For | For | |||
3 | Elect James P. Gorman | Mgmt | For | For | For | |||
4 | Elect Robert H. Herz | Mgmt | For | For | For | |||
5 | Elect Erika H. James | Mgmt | For | For | For | |||
6 | Elect Hironori Kamezawa | Mgmt | For | For | For | |||
7 | Elect Shelley B. Leibowitz | Mgmt | For | For | For | |||
8 | Elect Stephen J. Luczo | Mgmt | For | For | For | |||
9 | Elect Judith A. Miscik | Mgmt | For | For | For | |||
10 | Elect Masato Miyachi | Mgmt | For | For | For | |||
11 | Elect Dennis M. Nally | Mgmt | For | For | For | |||
12 | Elect Mary L. Schapiro | Mgmt | For | For | For | |||
13 | Elect Perry M. Traquina | Mgmt | For | For | For | |||
14 | Elect Rayford Wilkins Jr. | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
18 | Shareholder Proposal Regarding Right to Call Special Meeting | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | |||
NCR Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NCR | CUSIP 62886E108 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Mark W. Begor | Mgmt | For | For | For | |||
2 | Elect Gregory R. Blank | Mgmt | For | For | For | |||
3 | Elect Catherine L. Burke | Mgmt | For | For | For | |||
4 | Elect Deborah A. Farrington | Mgmt | For | For | For | |||
5 | Elect Michael D. Hayford | Mgmt | For | For | For | |||
6 | Elect Georgette D. Kiser | Mgmt | For | For | For | |||
7 | Elect Kirk T. Larsen | Mgmt | For | For | For | |||
8 | Elect Martin Mucci | Mgmt | For | For | For | |||
9 | Elect Joseph E. Reece | Mgmt | For | For | For | |||
10 | Elect Laura J. Sen | Mgmt | For | For | For | |||
11 | Elect Glenn W. Welling | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Amendment to the 2017 Stock Incentive Plan | Mgmt | For | Against | Against | |||
NIKE, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NKE | CINS 654106103 | 09/09/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | |||
2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
3 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
4 | Adopt a Policy on China Sourcing | ShrHoldr | Against | Against | For | |||
5 | Elect Director Alan B. Graf, Jr. | Mgmt | For | For | For | |||
6 | Elect Director Peter B. Henry | Mgmt | For | For | For | |||
7 | Elect Director Michelle A. Peluso | Mgmt | For | For | For | |||
Northrop Grumman Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NOC | CUSIP 666807102 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Kathy J. Warden | Mgmt | For | For | For | |||
2 | Elect David P. Abney | Mgmt | For | For | For | |||
3 | Elect Marianne C. Brown | Mgmt | For | For | For | |||
4 | Elect Ann M. Fudge | Mgmt | For | For | For | |||
5 | Elect Madeleine A. Kleiner | Mgmt | For | For | For | |||
6 | Elect Arvind Krishna | Mgmt | For | For | For | |||
7 | Elect Graham N. Robinson | Mgmt | For | For | For | |||
8 | Elect Kimberly A. Ross | Mgmt | For | For | For | |||
9 | Elect Gary Roughead | Mgmt | For | For | For | |||
10 | Elect Thomas M. Schoewe | Mgmt | For | For | For | |||
11 | Elect James S. Turley | Mgmt | For | For | For | |||
12 | Elect Mark A. Welsh III | Mgmt | For | For | For | |||
13 | Elect Mary A. Winston | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Reduction of the Ownership Threshold Required to Call a Special Meeting of Shareholders | Mgmt | For | For | For | |||
18 | Shareholder Proposal Regarding Alignment of Political Activities with Human Rights Policy | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
NRG Energy, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NRG | CUSIP 629377508 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect E. Spencer Abraham | Mgmt | For | For | For | |||
2 | Elect Antonio Carrillo | Mgmt | For | For | For | |||
3 | Elect Matthew Carter, Jr. | Mgmt | For | For | For | |||
4 | Elect Lawrence S. Coben | Mgmt | For | For | For | |||
5 | Elect Heather Cox | Mgmt | For | For | For | |||
6 | Elect Elisabeth B. Donohue | Mgmt | For | For | For | |||
7 | Elect Mauricio Gutierrez | Mgmt | For | For | For | |||
8 | Elect Paul W. Hobby | Mgmt | For | For | For | |||
9 | Elect Alexandra Pruner | Mgmt | For | For | For | |||
10 | Elect Anne C. Schaumburg | Mgmt | For | For | For | |||
11 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
Nucor Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NUE | CUSIP 670346105 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Norma B. Clayton | Mgmt | For | For | For | |||
1.2 | Elect Patrick J. Dempsey | Mgmt | For | For | For | |||
1.3 | Elect Christopher J. Kearney | Mgmt | For | For | For | |||
1.4 | Elect Laurette T. Koellner | Mgmt | For | For | For | |||
1.5 | Elect Michael W. Lamach | Mgmt | For | For | For | |||
1.6 | Elect Joseph D. Rupp | Mgmt | For | For | For | |||
1.7 | Elect Leon J. Topalian | Mgmt | For | For | For | |||
1.8 | Elect Nadja Y. West | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
NVIDIA Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NVDA | CUSIP 67066G104 | 06/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Robert K. Burgess | Mgmt | For | For | For | |||
2 | Elect Tench Coxe | Mgmt | For | For | For | |||
3 | Elect John O. Dabiri | Mgmt | For | For | For | |||
4 | Elect Persis S. Drell | Mgmt | For | For | For | |||
5 | Elect Jen-Hsun Huang | Mgmt | For | For | For | |||
6 | Elect Dawn Hudson | Mgmt | For | For | For | |||
7 | Elect Harvey C. Jones | Mgmt | For | For | For | |||
8 | Elect Michael G. McCaffery | Mgmt | For | For | For | |||
9 | Elect Stephen C. Neal | Mgmt | For | For | For | |||
10 | Elect Mark L. Perry | Mgmt | For | For | For | |||
11 | Elect A. Brooke Seawell | Mgmt | For | For | For | |||
12 | Elect Aarti Shah | Mgmt | For | For | For | |||
13 | Elect Mark A. Stevens | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
Oracle Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ORCL | CINS 68389X105 | 11/16/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Awo Ablo | Mgmt | For | For | For | |||
2 | Elect Director Renee J. James | Mgmt | For | Withhold | Against | |||
3 | Elect Director Charles W. Moorman | Mgmt | For | Withhold | Against | |||
4 | Elect Director Leon E. Panetta | Mgmt | For | Withhold | Against | |||
5 | Elect Director William G. Parrett | Mgmt | For | Withhold | Against | |||
6 | Elect Director Naomi O. Seligman | Mgmt | For | Withhold | Against | |||
7 | Elect Director Vishal Sikka | Mgmt | For | Withhold | Against | |||
8 | Elect Director Jeffrey S. Berg | Mgmt | For | Withhold | Against | |||
9 | Elect Director Michael J. Boskin | Mgmt | For | Withhold | Against | |||
10 | Elect Director Safra A. Catz | Mgmt | For | Withhold | Against | |||
11 | Elect Director Bruce R. Chizen | Mgmt | For | Withhold | Against | |||
12 | Elect Director George H. Conrades | Mgmt | For | Withhold | Against | |||
13 | Elect Director Lawrence J. Ellison | Mgmt | For | Withhold | Against | |||
14 | Elect Director Rona A. Fairhead | Mgmt | For | Withhold | Against | |||
15 | Elect Director Jeffrey O. Henley | Mgmt | For | Withhold | Against | |||
16 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | |||
17 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
Otis Worldwide Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
OTIS | CUSIP 68902V107 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jeffrey H. Black | Mgmt | For | For | For | |||
2 | Elect Nelda J. Connors | Mgmt | For | For | For | |||
3 | Elect Kathy Hopinkah Hannan | Mgmt | For | For | For | |||
4 | Elect Shailesh G. Jejurikar | Mgmt | For | For | For | |||
5 | Elect Christopher J. Kearney | Mgmt | For | For | For | |||
6 | Elect Judith F. Marks | Mgmt | For | For | For | |||
7 | Elect Harold W. McGraw III | Mgmt | For | For | For | |||
8 | Elect Margaret M.V. Preston | Mgmt | For | For | For | |||
9 | Elect Shelley Stewart, Jr. | Mgmt | For | For | For | |||
10 | Elect John H. Walker | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
Pfizer Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PFE | CUSIP 717081103 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ronald E. Blaylock | Mgmt | For | For | For | |||
2 | Elect Albert Bourla | Mgmt | For | For | For | |||
3 | Elect Susan Desmond-Hellmann | Mgmt | For | For | For | |||
4 | Elect Joseph J. Echevarria | Mgmt | For | For | For | |||
5 | Elect Scott Gottlieb | Mgmt | For | For | For | |||
6 | Elect Helen H. Hobbs | Mgmt | For | For | For | |||
7 | Elect Susan Hockfield | Mgmt | For | For | For | |||
8 | Elect Dan R. Littman | Mgmt | For | For | For | |||
9 | Elect Shantanu Narayen | Mgmt | For | For | For | |||
10 | Elect Suzanne Nora Johnson | Mgmt | For | For | For | |||
11 | Elect James Quincey | Mgmt | For | For | For | |||
12 | Elect James C. Smith | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | |||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
18 | Shareholder Proposal Regarding Intellectual Property | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
PG&E Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PCG | CUSIP 69331C108 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Cheryl F. Campbell | Mgmt | For | For | For | |||
2 | Elect Kerry W. Cooper | Mgmt | For | For | For | |||
3 | Elect Arno L. Harris | Mgmt | For | For | For | |||
4 | Elect Carlos M. Hernandez | Mgmt | For | For | For | |||
5 | Elect Michael R. Niggli | Mgmt | For | For | For | |||
6 | Elect Benjamin F. Wilson | Mgmt | For | For | For | |||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
Phillips 66 | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PSX | CUSIP 718546104 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Gregory J. Hayes | Mgmt | For | For | For | |||
2 | Elect Charles M. Holley, Jr. | Mgmt | For | For | For | |||
3 | Elect Denise R. Singleton | Mgmt | For | For | For | |||
4 | Elect Glenn F. Tilton | Mgmt | For | For | For | |||
5 | Elect Marna C. Whittington | Mgmt | For | For | For | |||
6 | Repeal of Classified Board | Mgmt | For | For | For | |||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
8 | Ratification of Auditor | Mgmt | For | For | For | |||
9 | Shareholder Proposal Regarding Virgin Plastic Demand | ShrHoldr | Against | Against | For | |||
PulteGroup, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PHM | CUSIP 745867101 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Brian P. Anderson | Mgmt | For | For | For | |||
2 | Elect Bryce Blair | Mgmt | For | For | For | |||
3 | Elect Thomas J. Folliard | Mgmt | For | For | For | |||
4 | Elect Cheryl W. Grise | Mgmt | For | For | For | |||
5 | Elect Andre J. Hawaux | Mgmt | For | For | For | |||
6 | Elect J. Phillip Holloman | Mgmt | For | For | For | |||
7 | Elect Ryan R. Marshall | Mgmt | For | For | For | |||
8 | Elect John R. Peshkin | Mgmt | For | For | For | |||
9 | Elect Scott F. Powers | Mgmt | For | For | For | |||
10 | Elect Lila Snyder | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
QUALCOMM Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
QCOM | CUSIP 747525103 | 03/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Sylvia Acevedo | Mgmt | For | For | For | |||
2 | Elect Director Cristiano R. Amon | Mgmt | For | For | For | |||
3 | Elect Director Mark Fields | Mgmt | For | For | For | |||
4 | Elect Director Jeffrey W. Henderson | Mgmt | For | For | For | |||
5 | Elect Director Gregory N. Johnson | Mgmt | For | For | For | |||
6 | Elect Director Ann M. Livermore | Mgmt | For | For | For | |||
7 | Elect Director Mark D. McLaughlin | Mgmt | For | For | For | |||
8 | Elect Director Jamie S. Miller | Mgmt | For | For | For | |||
9 | Elect Director Irene B. Rosenfeld | Mgmt | For | For | For | |||
10 | Elect Director Kornelis (Neil) Smit | Mgmt | For | For | For | |||
11 | Elect Director Jean-Pascal Tricoire | Mgmt | For | For | For | |||
12 | Elect Director Anthony J. Vinciquerra | Mgmt | For | For | For | |||
13 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
14 | Approve Omnibus Stock Plan | Mgmt | For | For | For | |||
15 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
Raymond James Financial, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RJF | CUSIP 754730109 | 02/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Marlene Debel | Mgmt | For | For | For | |||
2 | Elect Director Robert M. Dutkowsky | Mgmt | For | For | For | |||
3 | Elect Director Jeffrey N. Edwards | Mgmt | For | For | For | |||
4 | Elect Director Benjamin C. Esty | Mgmt | For | For | For | |||
5 | Elect Director Anne Gates | Mgmt | For | For | For | |||
6 | Elect Director Thomas A. James | Mgmt | For | For | For | |||
7 | Elect Director Gordon L. Johnson | Mgmt | For | For | For | |||
8 | Elect Director Roderick C. McGeary | Mgmt | For | For | For | |||
9 | Elect Director Paul C. Reilly | Mgmt | For | For | For | |||
10 | Elect Director Raj Seshadri | Mgmt | For | For | For | |||
11 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
12 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
13 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||
14 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||
Raytheon Technologies Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RTX | CUSIP 75513E101 | 05/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Tracy A. Atkinson | Mgmt | For | For | For | |||
2 | Elect Leanne G. Caret | Mgmt | For | For | For | |||
3 | Elect Bernard A. Harris, Jr. | Mgmt | For | For | For | |||
4 | Elect Gregory J. Hayes | Mgmt | For | For | For | |||
5 | Elect George R. Oliver | Mgmt | For | For | For | |||
6 | Elect Robert K. Ortberg | Mgmt | For | For | For | |||
7 | Elect Dinesh C. Paliwal | Mgmt | For | For | For | |||
8 | Elect Ellen M. Pawlikowski | Mgmt | For | For | For | |||
9 | Elect Denise L. Ramos | Mgmt | For | For | For | |||
10 | Elect Fredric G. Reynolds | Mgmt | For | For | For | |||
11 | Elect Brian C. Rogers | Mgmt | For | For | For | |||
12 | Elect James A. Winnefeld, Jr. | Mgmt | For | For | For | |||
13 | Elect Robert O. Work | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||
18 | Amendment to Articles to Limit Liability of Certain Officers | Mgmt | For | For | For | |||
19 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Aligning Value Chain GHG Reductions with Paris Agreement | ShrHoldr | Against | Against | For | |||
Regeneron Pharmaceuticals, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
REGN | CUSIP 75886F107 | 06/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Joseph L. Goldstein | Mgmt | For | For | For | |||
2 | Elect Christine A. Poon | Mgmt | For | For | For | |||
3 | Elect Craig B. Thompson | Mgmt | For | For | For | |||
4 | Elect Huda Y. Zoghbi | Mgmt | For | For | For | |||
5 | Ratification of Auditor | Mgmt | For | For | For | |||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
8 | Shareholder Proposal Regarding Extended Patent Exclusivities and Application for Secondary and Tertiary Patents | ShrHoldr | Against | Against | For | |||
Salesforce, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CRM | CUSIP 79466L302 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Marc R. Benioff | Mgmt | For | For | For | |||
2 | Elect Laura Alber | Mgmt | For | For | For | |||
3 | Elect Craig A. Conway | Mgmt | For | For | For | |||
4 | Elect Arnold W. Donald | Mgmt | For | For | For | |||
5 | Elect Parker Harris | Mgmt | For | For | For | |||
6 | Elect Neelie Kroes | Mgmt | For | For | For | |||
7 | Elect Sachin Mehra | Mgmt | For | For | For | |||
8 | Elect G. Mason Morfit | Mgmt | For | For | For | |||
9 | Elect Oscar Munoz | Mgmt | For | Against | Against | |||
10 | Elect John V. Roos | Mgmt | For | For | For | |||
11 | Elect Robin L. Washington | Mgmt | For | For | For | |||
12 | Elect Maynard G. Webb | Mgmt | For | For | For | |||
13 | Elect Susan D. Wojcicki | Mgmt | For | For | For | |||
14 | Amendment to the 2013 Equity Incentive Plan | Mgmt | For | Against | Against | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
17 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Company Directors Serving on Multiple Boards | ShrHoldr | Against | Against | For | |||
Southwest Airlines Co. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LUV | CUSIP 844741108 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David W. Biegler | Mgmt | For | For | For | |||
2 | Elect J. Veronica Biggins | Mgmt | For | Against | Against | |||
3 | Elect Douglas H. Brooks | Mgmt | For | For | For | |||
4 | Elect Eduardo F. Conrado | Mgmt | For | For | For | |||
5 | Elect William H. Cunningham | Mgmt | For | For | For | |||
6 | Elect Thomas W. Gilligan | Mgmt | For | For | For | |||
7 | Elect David P. Hess | Mgmt | For | For | For | |||
8 | Elect Robert E. Jordan | Mgmt | For | For | For | |||
9 | Elect Gary C. Kelly | Mgmt | For | For | For | |||
10 | Elect Elaine Mendoza | Mgmt | For | For | For | |||
11 | Elect John T. Montford | Mgmt | For | For | For | |||
12 | Elect Christopher P. Reynolds | Mgmt | For | For | For | |||
13 | Elect Ron Ricks | Mgmt | For | For | For | |||
14 | Elect Jill Ann Soltau | Mgmt | For | For | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
17 | Ratification of Auditor | Mgmt | For | For | For | |||
18 | Shareholder Proposal Regarding Shareholder Ability to Remove Directors | ShrHoldr | Against | For | Against | |||
19 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | Against | For | |||
Starwood Property Trust, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
STWD | CUSIP 85571B105 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Richard D. Bronson | Mgmt | For | Withhold | Against | |||
1.2 | Elect Jeffrey G. Dishner | Mgmt | For | Withhold | Against | |||
1.3 | Elect Camille Douglas | Mgmt | For | Withhold | Against | |||
1.4 | Elect Deborah L. Harmon | Mgmt | For | Withhold | Against | |||
1.5 | Elect Solomon J. Kumin | Mgmt | For | Withhold | Against | |||
1.6 | Elect Frederick P. Perpall | Mgmt | For | Withhold | Against | |||
1.7 | Elect Fred S. Ridley | Mgmt | For | Withhold | Against | |||
1.8 | Elect Barry S. Sternlicht | Mgmt | For | Withhold | Against | |||
1.9 | Elect Strauss Zelnick | Mgmt | For | Withhold | Against | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
Target Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TGT | CUSIP 87612E106 | 06/14/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David P. Abney | Mgmt | For | For | For | |||
2 | Elect Douglas M. Baker, Jr. | Mgmt | For | For | For | |||
3 | Elect George S. Barrett | Mgmt | For | For | For | |||
4 | Elect Gail K. Boudreaux | Mgmt | For | For | For | |||
5 | Elect Brian C. Cornell | Mgmt | For | For | For | |||
6 | Elect Robert L. Edwards | Mgmt | For | For | For | |||
7 | Elect Donald R. Knauss | Mgmt | For | For | For | |||
8 | Elect Christine A. Leahy | Mgmt | For | For | For | |||
9 | Elect Monica C. Lozano | Mgmt | For | For | For | |||
10 | Elect Grace Puma | Mgmt | For | For | For | |||
11 | Elect Derica W. Rice | Mgmt | For | For | For | |||
12 | Elect Dmitri L. Stockton | Mgmt | For | For | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Tenet Healthcare Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
THC | CUSIP 88033G407 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect J. Robert Kerrey | Mgmt | For | For | For | |||
2 | Elect James L. Bierman | Mgmt | For | For | For | |||
3 | Elect Richard W. Fisher | Mgmt | For | For | For | |||
4 | Elect Meghan FitzGerald | Mgmt | For | For | For | |||
5 | Elect Cecil D. Haney | Mgmt | For | For | For | |||
6 | Elect Christopher S. Lynch | Mgmt | For | For | For | |||
7 | Elect Richard J. Mark | Mgmt | For | For | For | |||
8 | Elect Tammy Romo | Mgmt | For | For | For | |||
9 | Elect Saumya Sutaria | Mgmt | For | For | For | |||
10 | Elect Nadja Y. West | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Shareholder Proposal Regarding Report on Availability of Abortions | ShrHoldr | Against | Against | For | |||
Tesla, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TSLA | CUSIP 88160R101 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Elon Musk | Mgmt | For | For | For | |||
2 | Elect Robyn M. Denholm | Mgmt | For | For | For | |||
3 | Elect J.B. Straubel | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
7 | Shareholder Proposal Regarding Key Person Risk Report | ShrHoldr | Against | Against | For | |||
Tesla, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TSLA | CINS 88160R101 | 08/04/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Ira Ehrenpreis | Mgmt | For | Against | Against | |||
2 | Elect Director Kathleen Wilson-Thompson | Mgmt | For | Against | Against | |||
3 | Reduce Director Terms from Three to Two Years | Mgmt | For | For | For | |||
4 | Eliminate Supermajority Voting Provisions | Mgmt | For | For | For | |||
5 | Increase Authorized Common Stock | Mgmt | For | For | For | |||
6 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
7 | Adopt Proxy Access Right | ShrHoldr | Against | For | Against | |||
8 | Report on Efforts to Prevent Harassment and Discrimination in the Workplace | ShrHoldr | Against | For | Against | |||
9 | Report on Racial and Gender Board Diversity | ShrHoldr | Against | Against | For | |||
10 | Report on the Impacts of Using Mandatory Arbitration | ShrHoldr | Against | For | Against | |||
11 | Report on Corporate Climate Lobbying in line with Paris Agreement | ShrHoldr | Against | For | Against | |||
12 | Adopt a Policy on Respecting Rights to Freedom of Association and Collective Bargaining | ShrHoldr | Against | For | Against | |||
13 | Report on Eradicating Child Labor in Battery Supply Chain | ShrHoldr | Against | Against | For | |||
14 | Report on Water Risk Exposure | ShrHoldr | Against | For | Against | |||
Texas Instruments Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TXN | CUSIP 882508104 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Mark A. Blinn | Mgmt | For | For | For | |||
2 | Elect Todd M. Bluedorn | Mgmt | For | For | For | |||
3 | Elect Janet F. Clark | Mgmt | For | For | For | |||
4 | Elect Carrie S. Cox | Mgmt | For | For | For | |||
5 | Elect Martin S. Craighead | Mgmt | For | For | For | |||
6 | Elect Curtis C. Farmer | Mgmt | For | For | For | |||
7 | Elect Jean M. Hobby | Mgmt | For | For | For | |||
8 | Elect Haviv Ilan | Mgmt | For | For | For | |||
9 | Elect Ronald Kirk | Mgmt | For | For | For | |||
10 | Elect Pamela H. Patsley | Mgmt | For | For | For | |||
11 | Elect Robert E. Sanchez | Mgmt | For | For | For | |||
12 | Elect Richard K. Templeton | Mgmt | For | For | For | |||
13 | Amendment to the 2014 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Report on Customer Due Diligence | ShrHoldr | Against | For | Against | |||
The Coca-Cola Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KO | ISIN US1912161007 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Herbert A. Allen, III | Mgmt | For | For | For | |||
2 | Elect Marc Bolland | Mgmt | For | For | For | |||
3 | Elect Ana Patricia Botin-Sanz de Sautuola y O'Shea | Mgmt | For | For | For | |||
4 | Elect Christopher C. Davis | Mgmt | For | For | For | |||
5 | Elect Barry Diller | Mgmt | For | Against | Against | |||
6 | Elect Carolyn N. Everson | Mgmt | For | For | For | |||
7 | Elect Helene D. Gayle | Mgmt | For | For | For | |||
8 | Elect Alexis M. Herman | Mgmt | For | For | For | |||
9 | Elect Maria Elena Lagomasino | Mgmt | For | For | For | |||
10 | Elect Amity Millhiser | Mgmt | For | For | For | |||
11 | Elect James Quincey | Mgmt | For | For | For | |||
12 | Elect Caroline J. Tsay | Mgmt | For | For | For | |||
13 | Elect David B. Weinberg | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
16 | Ratification of Auditor | Mgmt | For | For | For | |||
17 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Transparency Report on Global Public Policy and Political Influence | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
21 | Shareholder Proposal Regarding Report On Risks From State Policies Restricting Reproductive Health Care | ShrHoldr | Against | Against | For | |||
The Goldman Sachs Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
GS | CUSIP 38141G104 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect M. Michele Burns | Mgmt | For | For | For | |||
2 | Elect Mark Flaherty | Mgmt | For | For | For | |||
3 | Elect Kimberley Harris | Mgmt | For | For | For | |||
4 | Elect Kevin R. Johnson | Mgmt | For | For | For | |||
5 | Elect Ellen J. Kullman | Mgmt | For | For | For | |||
6 | Elect Lakshmi N. Mittal | Mgmt | For | Against | Against | |||
7 | Elect Adebayo O. Ogunlesi | Mgmt | For | For | For | |||
8 | Elect Peter Oppenheimer | Mgmt | For | For | For | |||
9 | Elect David M. Solomon | Mgmt | For | For | For | |||
10 | Elect Jan E. Tighe | Mgmt | For | For | For | |||
11 | Elect Jessica Uhl | Mgmt | For | For | For | |||
12 | Elect David A. Viniar | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Third-Party Review for Congruency of China-focused ETFs | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding a Racial Equity Audit | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Fossil Fuel Lending and Underwriting Policy | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Absolute GHG Reduction Targets | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Transition Plan Report for Financing Activities | ShrHoldr | Against | Against | For | |||
23 | Shareholder Proposal Regarding Median Gender and Racial Pay Equity Report | ShrHoldr | Against | Against | For | |||
The Procter & Gamble Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PG | CINS 742718109 | 10/11/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Elect Director B. Marc Allen | Mgmt | For | For | For | |||
4 | Elect Director Angela F. Braly | Mgmt | For | For | For | |||
5 | Elect Director Amy L. Chang | Mgmt | For | For | For | |||
6 | Elect Director Joseph Jimenez | Mgmt | For | For | For | |||
7 | Elect Director Christopher Kempczinski | Mgmt | For | For | For | |||
8 | Elect Director Debra L. Lee | Mgmt | For | For | For | |||
9 | Elect Director Terry J. Lundgren | Mgmt | For | For | For | |||
10 | Elect Director Christine M. McCarthy | Mgmt | For | For | For | |||
11 | Elect Director Jon R. Moeller | Mgmt | For | For | For | |||
12 | Elect Director Rajesh Subramaniam | Mgmt | For | For | For | |||
13 | Elect Director Patricia A. Woertz | Mgmt | For | For | For | |||
The Walt Disney Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DIS | ISIN US2546871060 | 04/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Mary T. Barra | Mgmt | For | For | For | |||
2 | Elect Safra A. Catz | Mgmt | For | For | For | |||
3 | Elect Amy L. Chang | Mgmt | For | For | For | |||
4 | Elect Francis A. deSouza | Mgmt | For | For | For | |||
5 | Elect Carolyn N. Everson | Mgmt | For | For | For | |||
6 | Elect Michael B.G. Froman | Mgmt | For | For | For | |||
7 | Elect Robert A. Iger | Mgmt | For | For | For | |||
8 | Elect Maria Elena Lagomasino | Mgmt | For | For | For | |||
9 | Elect Calvin R. McDonald | Mgmt | For | For | For | |||
10 | Elect Mark G. Parker | Mgmt | For | For | For | |||
11 | Elect Derica W. Rice | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Charitable Contributions Disclosure | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
TPG Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TPG | CUSIP 872657101 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect David Bonderman | Mgmt | For | Withhold | Against | |||
2 | Elect Gunther Bright | Mgmt | For | Withhold | Against | |||
3 | Elect Maya Chorengel | Mgmt | For | Withhold | Against | |||
4 | Elect Jonathan Coslet | Mgmt | For | Withhold | Against | |||
5 | Elect James Coulter | Mgmt | For | Withhold | Against | |||
6 | Elect Mary B. Cranston | Mgmt | For | Withhold | Against | |||
7 | Elect Kelvin Davis | Mgmt | For | Withhold | Against | |||
8 | Elect Deborah M. Messemer | Mgmt | For | Withhold | Against | |||
9 | Elect Ganendran Sarvananthan | Mgmt | For | Withhold | Against | |||
10 | Elect Todd B. Sisitsky | Mgmt | For | Withhold | Against | |||
11 | Elect David Trujillo | Mgmt | For | Withhold | Against | |||
12 | Elect Anilu Vasquez-Ubarri | Mgmt | For | Withhold | Against | |||
13 | Elect Jack Weingart | Mgmt | For | Withhold | Against | |||
14 | Elect Jon Winkelried | Mgmt | For | Withhold | Against | |||
15 | Elect James Coulter | Mgmt | For | Withhold | Against | |||
16 | Elect Kelvin Davis | Mgmt | For | Withhold | Against | |||
17 | Elect Ganendran Sarvananthan | Mgmt | For | Withhold | Against | |||
18 | Elect Todd B. Sisitsky | Mgmt | For | Withhold | Against | |||
19 | Elect David Trujillo | Mgmt | For | Withhold | Against | |||
20 | Elect Anilu Vasquez-Ubarri | Mgmt | For | Withhold | Against | |||
21 | Elect Jack Weingart | Mgmt | For | Withhold | Against | |||
22 | Elect Jon Winkelried | Mgmt | For | Withhold | Against | |||
23 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
24 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 3 Years | 1 Year | Against | |||
25 | Ratification of Auditor | Mgmt | For | For | For | |||
26 | Amendment to the Certificate of Incorporation | Mgmt | For | For | For | |||
Union Pacific Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
UNP | CUSIP 907818108 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect William J. DeLaney | Mgmt | For | For | For | |||
2 | Elect David B. Dillon | Mgmt | For | For | For | |||
3 | Elect Sheri H. Edison | Mgmt | For | For | For | |||
4 | Elect Teresa M. Finley | Mgmt | For | For | For | |||
5 | Elect Lance M. Fritz | Mgmt | For | For | For | |||
6 | Elect Deborah C. Hopkins | Mgmt | For | For | For | |||
7 | Elect Jane H. Lute | Mgmt | For | For | For | |||
8 | Elect Michael R. McCarthy | Mgmt | For | For | For | |||
9 | Elect Jose H. Villarreal | Mgmt | For | For | For | |||
10 | Elect Christopher J. Williams | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
14 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Paid Sick Leave | ShrHoldr | Against | Against | For | |||
United Rentals, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
URI | CUSIP 911363109 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jose B. Alvarez | Mgmt | For | For | For | |||
2 | Elect Marc A. Bruno | Mgmt | For | For | For | |||
3 | Elect Larry D. De Shon | Mgmt | For | For | For | |||
4 | Elect Matthew J. Flannery | Mgmt | For | For | For | |||
5 | Elect Bobby J. Griffin | Mgmt | For | For | For | |||
6 | Elect Kim Harris Jones | Mgmt | For | For | For | |||
7 | Elect Terri L. Kelly | Mgmt | For | For | For | |||
8 | Elect Michael J. Kneeland | Mgmt | For | For | For | |||
9 | Elect Francisco J. Lopez-Balboa | Mgmt | For | For | For | |||
10 | Elect Gracia C. Martore | Mgmt | For | For | For | |||
11 | Elect Shiv Singh | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
15 | Reduce Ownership Threshold to Initiate Written Consent | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Reducing Ownership Threshold Required to Act by Written Consent | ShrHoldr | Against | Against | For | |||
UnitedHealth Group Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
UNH | CUSIP 91324P102 | 06/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Timothy P. Flynn | Mgmt | For | For | For | |||
2 | Elect Paul R. Garcia | Mgmt | For | For | For | |||
3 | Elect Kristen Gil | Mgmt | For | For | For | |||
4 | Elect Stephen J. Hemsley | Mgmt | For | For | For | |||
5 | Elect Michele J. Hooper | Mgmt | For | For | For | |||
6 | Elect F. William McNabb, III | Mgmt | For | For | For | |||
7 | Elect Valerie C. Montgomery Rice | Mgmt | For | For | For | |||
8 | Elect John H. Noseworthy | Mgmt | For | For | For | |||
9 | Elect Andrew Witty | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | |||
14 | Shareholder Proposal Regarding Report on Political Expenditures and Values Congruency | ShrHoldr | Against | Against | For | |||
15 | Shareholder Proposal Regarding Severance Approval Policy | ShrHoldr | Against | For | Against | |||
Universal Music Group N.V. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
UMG | CINS N90313102 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Netherlands | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
2 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
3 | Non-Voting Meeting Note | N/A | N/A | N/A | N/A | |||
4 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
5 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
6 | Remuneration Report | Mgmt | For | Against | Against | |||
7 | Accounts and Reports | Mgmt | For | For | For | |||
8 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
9 | Allocation of Dividends | Mgmt | For | For | For | |||
10 | Ratification of Executives Directors' Acts | Mgmt | For | For | For | |||
11 | Ratification of Non-Executives' Acts | Mgmt | For | Against | Against | |||
12 | Elect Lucian Grainge to the Board of Directors | Mgmt | For | Against | Against | |||
13 | Supplement to CEO Remuneration Policy | Mgmt | For | Against | Against | |||
14 | Elect Sherry Lansing to the Board of Directors | Mgmt | For | Against | Against | |||
15 | Elect Anna Jones to the Board of Directors | Mgmt | For | Against | Against | |||
16 | Elect Luc van Os to the Board of Directors | Mgmt | For | Against | Against | |||
17 | Elect Haim Saban to the Board of Directors | Mgmt | For | Against | Against | |||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | |||
19 | Appointment of Auditor | Mgmt | For | For | For | |||
20 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
21 | Non-Voting Agenda Item | N/A | N/A | N/A | N/A | |||
Vornado Realty Trust | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VNO | CUSIP 929042109 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Steven Roth | Mgmt | For | For | For | |||
1.2 | Elect Candace K. Beinecke | Mgmt | For | For | For | |||
1.3 | Elect Michael D. Fascitelli | Mgmt | For | For | For | |||
1.4 | Elect Beatrice Bassey | Mgmt | For | For | For | |||
1.5 | Elect William W. Helman IV | Mgmt | For | For | For | |||
1.6 | Elect David Mandelbaum | Mgmt | For | For | For | |||
1.7 | Elect Raymond J. McGuire | Mgmt | For | For | For | |||
1.8 | Elect Mandakini Puri | Mgmt | For | For | For | |||
1.9 | Elect Daniel R. Tisch | Mgmt | For | For | For | |||
1.10 | Elect Russell B. Wight, Jr. | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
5 | Approval of the 2023 Omnibus Share Plan | Mgmt | For | For | For | |||
Walmart Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WMT | CUSIP 931142103 | 05/31/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Cesar Conde | Mgmt | For | For | For | |||
2 | Elect Timothy P. Flynn | Mgmt | For | For | For | |||
3 | Elect Sarah J. Friar | Mgmt | For | For | For | |||
4 | Elect Carla A. Harris | Mgmt | For | For | For | |||
5 | Elect Thomas W. Horton | Mgmt | For | For | For | |||
6 | Elect Marissa A. Mayer | Mgmt | For | For | For | |||
7 | Elect C. Douglas McMillon | Mgmt | For | For | For | |||
8 | Elect Gregory B. Penner | Mgmt | For | For | For | |||
9 | Elect Randall L. Stephenson | Mgmt | For | For | For | |||
10 | Elect S. Robson Walton | Mgmt | For | For | For | |||
11 | Elect Steuart L. Walton | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Ratification of Auditor | Mgmt | For | For | For | |||
15 | Shareholder Proposal Regarding Employee Salary Considerations When Setting Executive Compensation | ShrHoldr | Against | Against | For | |||
16 | Shareholder Proposal Regarding Human Rights Due Diligence Process Report | ShrHoldr | Against | Against | For | |||
17 | Shareholder Proposal Regarding Racial Equity Audit | ShrHoldr | Against | Against | For | |||
18 | Shareholder Proposal Regarding Racial and Gender Layoff Diversity Report | ShrHoldr | Against | Against | For | |||
19 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
20 | Shareholder Proposal Regarding Report on Risks from Abortion-Related Information Requests | ShrHoldr | Against | Against | For | |||
21 | Shareholder Proposal Regarding Report on Corporate Operations with China | ShrHoldr | Against | Against | For | |||
22 | Shareholder Proposal Regarding Third-Party Audit of Policies on Workplace Safety and Violence | ShrHoldr | Against | Against | For | |||
Warner Bros. Discovery, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WBD | CUSIP 934423104 | 05/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Li Haslett Chen | Mgmt | For | Withhold | Against | |||
1.2 | Elect Kenneth W. Lowe | Mgmt | For | For | For | |||
1.3 | Elect Paula A. Price | Mgmt | For | For | For | |||
1.4 | Elect David M. Zaslav | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
5 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | |||
6 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For |
Registrant : | Putnam Funds Trust | |||||||
Fund Name : | Putnam Small Cap Growth Fund | |||||||
Advanced Drainage Systems, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WMS | CINS 00790R104 | 07/21/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | N/A | |||
4 | Approve Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
5 | Elect Director Anesa T. Chaibi | Mgmt | For | For | For | |||
6 | Elect Director Robert M. Eversole | Mgmt | For | For | For | |||
7 | Elect Director Alexander R. Fischer | Mgmt | For | For | For | |||
8 | Elect Director Kelly S. Gast | Mgmt | For | For | For | |||
9 | Elect Director M.A. (Mark) Haney | Mgmt | For | For | For | |||
10 | Elect Director Ross M. Jones | Mgmt | For | For | For | |||
11 | Elect Director Manuel J.Manny Perez de la Mesa | Mgmt | For | For | For | |||
12 | Elect Director Anil Seetharam | Mgmt | For | For | For | |||
Altair Engineering Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ALTR | CUSIP 021369103 | 06/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect James R. Scapa | Mgmt | For | For | For | |||
2 | Elect Steve Earhart | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
Apellis Pharmaceuticals, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
APLS | CUSIP 03753U106 | 06/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Gerald L. Chan | Mgmt | For | For | For | |||
2 | Elect Cedric Francois | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Applied Industrial Technologies, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AIT | CINS 03820C105 | 10/25/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Mary Dean Hall | Mgmt | For | For | For | |||
2 | Elect Director Dan P. Komnenovich | Mgmt | For | For | For | |||
3 | Elect Director Joe A. Raver | Mgmt | For | For | For | |||
4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
5 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
Ascendis Pharma A/S | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ASND | CUSIP 04351P101 | 05/30/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Election of Presiding Chair | Mgmt | For | For | For | |||
2 | Presentation of Accounts and Reports | Mgmt | For | For | For | |||
3 | Accounts and Reports; Ratification of Board and Management Acts | Mgmt | For | For | For | |||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | |||
5 | Elect Jan Moller Mikkelsen | Mgmt | For | For | For | |||
6 | Elect Lisa Bright | Mgmt | For | For | For | |||
7 | Elect William Carl Fairey, Jr. | Mgmt | For | For | For | |||
8 | Elect Siham Imani | Mgmt | For | For | For | |||
9 | Appointment of Auditor | Mgmt | For | For | For | |||
10 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | |||
Ascendis Pharma A/S | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ASND | CINS 04351P101 | 09/09/2022 | Take No Action | |||||
Meeting Type | Country of Trade | |||||||
Extraordinary Shareholders | Denmark | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Chairman of Meeting | Mgmt | For | TNA | N/A | |||
2 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | Mgmt | For | TNA | N/A | |||
3 | Elect William Carl Fairey Jr. as New Director | Mgmt | For | TNA | N/A | |||
4 | Elect Siham Imani as New Director | Mgmt | For | TNA | N/A | |||
Avid Technology, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AVID | CUSIP 05367P100 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Christian A. Asmar | Mgmt | For | For | For | |||
2 | Elect Robert M. Bakish | Mgmt | For | For | For | |||
3 | Elect Paula E. Boggs | Mgmt | For | For | For | |||
4 | Elect Elizabeth M. Daley | Mgmt | For | For | For | |||
5 | Elect Nancy Hawthorne | Mgmt | For | For | For | |||
6 | Elect Jeff Rosica | Mgmt | For | For | For | |||
7 | Elect Daniel B. Silvers | Mgmt | For | For | For | |||
8 | Elect John P. Wallace | Mgmt | For | For | For | |||
9 | Elect Peter Westley | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Amendment to the 2014 Stock Incentive Plan | Mgmt | For | Against | Against | |||
12 | Amendment to Articles Regarding Officer Exculpation | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Axcelis Technologies, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ACLS | CUSIP 054540208 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect CHIU Tzu-Yin | Mgmt | For | Withhold | Against | |||
1.2 | Elect Joseph P. Keithley | Mgmt | For | For | For | |||
1.3 | Elect John T. Kurtzweil | Mgmt | For | For | For | |||
1.4 | Elect Russell J. Low | Mgmt | For | For | For | |||
1.5 | Elect Mary G. Puma | Mgmt | For | For | For | |||
1.6 | Elect Jeanne Quirk | Mgmt | For | For | For | |||
1.7 | Elect Thomas M. St. Dennis | Mgmt | For | For | For | |||
1.8 | Elect Jorge Titinger | Mgmt | For | For | For | |||
1.9 | Elect Dipti Vachani | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Axonics, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AXNX | CUSIP 05465P101 | 06/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michael H. Carrel | Mgmt | For | For | For | |||
2 | Elect Raymond W. Cohen | Mgmt | For | For | For | |||
3 | Elect David M. Demski | Mgmt | For | For | For | |||
4 | Elect Jane E. Kiernan | Mgmt | For | For | For | |||
5 | Elect Esteban Lopez | Mgmt | For | For | For | |||
6 | Elect Robert E. McNamara | Mgmt | For | For | For | |||
7 | Elect Nancy L. Snyderman | Mgmt | For | For | For | |||
8 | Ratification of Auditor | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Axsome Therapeutics, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
AXSM | CUSIP 05464T104 | 06/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Mark E. Saad | Mgmt | For | Withhold | Against | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
BellRing Brands, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BRBR | CUSIP 07831C103 | 02/06/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Director Darcy H. Davenport | Mgmt | For | For | For | |||
1.2 | Elect Director Elliot H. Stein, Jr. | Mgmt | For | Withhold | Against | |||
2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||
3 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||
4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
Biohaven Pharmaceutical Holding Company Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BHVN | CINS G11196105 | 09/29/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Special | Virgin Isl (UK) | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Approve Merger Agreement | Mgmt | For | For | For | |||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | |||
3 | Adjourn Meeting | Mgmt | For | For | For | |||
BJ's Wholesale Club Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BJ | CUSIP 05550J101 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Christopher J. Baldwin | Mgmt | For | For | For | |||
1.2 | Elect Darryl Brown | Mgmt | For | For | For | |||
1.3 | Elect Bob Eddy | Mgmt | For | For | For | |||
1.4 | Elect Michelle Gloeckler | Mgmt | For | For | For | |||
1.5 | Elect Maile Naylor | Mgmt | For | For | For | |||
1.6 | Elect Ken Parent | Mgmt | For | For | For | |||
1.7 | Elect Christopher H. Peterson | Mgmt | For | For | For | |||
1.8 | Elect Robert A. Steele | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
Boot Barn Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
BOOT | CINS 099406100 | 08/29/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Peter Starrett | Mgmt | For | For | For | |||
2 | Elect Director Chris Bruzzo | Mgmt | For | For | For | |||
3 | Elect Director Eddie Burt | Mgmt | For | For | For | |||
4 | Elect Director James G. Conroy | Mgmt | For | Withhold | Against | |||
5 | Elect Director Lisa G. Laube | Mgmt | For | For | For | |||
6 | Elect Director Anne MacDonald | Mgmt | For | For | For | |||
7 | Elect Director Brenda I. Morris | Mgmt | For | For | For | |||
8 | Elect Director Brad Weston | Mgmt | For | Withhold | Against | |||
9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
10 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
Casella Waste Systems, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CWST | CUSIP 147448104 | 06/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michael L. Battles | Mgmt | For | For | For | |||
2 | Elect Joseph G. Doody | Mgmt | For | For | For | |||
3 | Elect Emily Nagle Green | Mgmt | For | For | For | |||
4 | Amendment to the 1997 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Ratification of Auditor | Mgmt | For | For | For | |||
Celsius Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CELH | CUSIP 15118V207 | 06/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect John Fieldly | Mgmt | For | For | For | |||
1.2 | Elect Nicholas Castaldo | Mgmt | For | For | For | |||
1.3 | Elect Caroline Levy | Mgmt | For | For | For | |||
1.4 | Elect Hal Kravitz | Mgmt | For | For | For | |||
1.5 | Elect Alexandre Ruberti | Mgmt | For | For | For | |||
1.6 | Elect Cheryl S. Miller | Mgmt | For | For | For | |||
1.7 | Elect Damon DeSantis | Mgmt | For | Withhold | Against | |||
1.8 | Elect Joyce Russell | Mgmt | For | For | For | |||
1.9 | Elect James Lee | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
ChampionX Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CHX | CUSIP 15872M104 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Heidi S. Alderman | Mgmt | For | For | For | |||
2 | Elect Mamatha Chamarthi | Mgmt | For | For | For | |||
3 | Elect Carlos A. Fierro | Mgmt | For | For | For | |||
4 | Elect Gary P. Luquette | Mgmt | For | For | For | |||
5 | Elect Elaine Pickle | Mgmt | For | For | For | |||
6 | Elect Stuart Porter | Mgmt | For | For | For | |||
7 | Elect Daniel W. Rabun | Mgmt | For | For | For | |||
8 | Elect Sivasankaran Somasundaram | Mgmt | For | For | For | |||
9 | Elect Stephen M. Todd | Mgmt | For | For | For | |||
10 | Adoption of Majority Vote for Election of Directors | Mgmt | For | For | For | |||
11 | Amendment to Articles Regarding the Exculpation of Officers | Mgmt | For | For | For | |||
12 | Adoption of Federal Forum Provision | Mgmt | For | Against | Against | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Chord Energy Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CHRD | CUSIP 674215207 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Douglas E. Brooks | Mgmt | For | For | For | |||
2 | Elect Daniel E. Brown | Mgmt | For | For | For | |||
3 | Elect Susan M. Cunningham | Mgmt | For | For | For | |||
4 | Elect Samantha Holroyd | Mgmt | For | For | For | |||
5 | Elect Paul J. Korus | Mgmt | For | For | For | |||
6 | Elect Kevin S. McCarthy | Mgmt | For | For | For | |||
7 | Elect Anne Taylor | Mgmt | For | For | For | |||
8 | Elect Cynthia L. Walker | Mgmt | For | For | For | |||
9 | Elect Marguerite N. Woung-Chapman | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Churchill Downs Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CHDN | CUSIP 171484108 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Robert L. Fealy | Mgmt | For | For | For | |||
2 | Elect Douglas C. Grissom | Mgmt | For | For | For | |||
3 | Elect Daniel P. Harrington | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Civitas Resources, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CIVI | CUSIP 17888H103 | 06/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Wouter van Kempen | Mgmt | For | For | For | |||
1.2 | Elect Deborah L. Byers | Mgmt | For | For | For | |||
1.3 | Elect Morris R. Clark | Mgmt | For | For | For | |||
1.4 | Elect M.Christopher Doyle | Mgmt | For | For | For | |||
1.5 | Elect Carrie M. Fox | Mgmt | For | For | For | |||
1.6 | Elect Carrie L. Hudak | Mgmt | For | For | For | |||
1.7 | Elect James M. Trimble | Mgmt | For | For | For | |||
1.8 | Elect Howard A. Willard III | Mgmt | For | For | For | |||
1.9 | Elect Jeffrey E. Wojahn | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Amendment for Shareholders to Call Special Meetings | Mgmt | For | For | For | |||
5 | Permit Shareholders to Act by Written Consent | Mgmt | For | For | For | |||
6 | Amendment to Articles Limiting the Liability of Certain Officers | Mgmt | For | For | For | |||
7 | Amendment Relating to Filling Board Vacancies | Mgmt | For | For | For | |||
8 | Amendment to Add Federal Forum Selection Provision | Mgmt | For | Against | Against | |||
9 | Amendment to clarify and modernize the Certificate of Incorporation | Mgmt | For | For | For | |||
Clean Harbors, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CLH | CUSIP 184496107 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Edward G. Galante | Mgmt | For | For | For | |||
1.2 | Elect Alison A. Quirk | Mgmt | For | For | For | |||
1.3 | Elect Shelley Stewart, Jr. | Mgmt | For | For | For | |||
1.4 | Elect John R. Welch | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
Clearfield, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CLFD | CUSIP 18482P103 | 02/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Cheryl Beranek | Mgmt | For | For | For | |||
2 | Elect Director Ronald G. Roth | Mgmt | For | For | For | |||
3 | Elect Director Patrick Goepel | Mgmt | For | For | For | |||
4 | Elect Director Roger Harding | Mgmt | For | For | For | |||
5 | Elect Director Charles N. Hayssen | Mgmt | For | For | For | |||
6 | Elect Director Donald R. Hayward | Mgmt | For | For | For | |||
7 | Elect Director Walter Jones, Jr. | Mgmt | For | For | For | |||
8 | Elect Director Carol Wirsbinski | Mgmt | For | For | For | |||
9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
10 | Advisory Vote on Say on Pay Frequency | Mgmt | 1 Year | 1 Year | For | |||
11 | Approve Omnibus Stock Plan | Mgmt | For | For | For | |||
12 | Ratify Baker Tilly US, LLP as Auditors | Mgmt | For | For | For | |||
Colliers International Group Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CIGI | CUSIP 194693107 | 04/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Canada | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter F. Cohen | Mgmt | For | For | For | |||
2 | Elect John P. Curtin, Jr. | Mgmt | For | For | For | |||
3 | Elect Christopher Galvin | Mgmt | For | For | For | |||
4 | Elect P. Jane Gavan | Mgmt | For | Withhold | Against | |||
5 | Elect Stephen J. Harper | Mgmt | For | For | For | |||
6 | Elect Jay S. Hennick | Mgmt | For | For | For | |||
7 | Elect Katherine M. Lee | Mgmt | For | For | For | |||
8 | Elect Poonam Puri | Mgmt | For | Withhold | Against | |||
9 | Elect Benjamin F. Stein | Mgmt | For | For | For | |||
10 | Elect L. Frederick Sutherland | Mgmt | For | For | For | |||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
Comfort Systems USA, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FIX | CUSIP 199908104 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Darcy G. Anderson | Mgmt | For | For | For | |||
1.2 | Elect Herman E. Bulls | Mgmt | For | For | For | |||
1.3 | Elect Brian E. Lane | Mgmt | For | For | For | |||
1.4 | Elect Pablo G. Mercado | Mgmt | For | For | For | |||
1.5 | Elect Franklin Myers | Mgmt | For | For | For | |||
1.6 | Elect William J. Sandbrook | Mgmt | For | For | For | |||
1.7 | Elect Constance E. Skidmore | Mgmt | For | For | For | |||
1.8 | Elect Vance W. Tang | Mgmt | For | For | For | |||
1.9 | Elect Cindy L. Wallis-Lage | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Crocs, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CROX | CUSIP 227046109 | 06/20/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Thomas J. Smach | Mgmt | For | For | For | |||
1.2 | Elect Beth J. Kaplan | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Cytokinetics, Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CYTK | CUSIP 23282W605 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Edward M. Kaye | Mgmt | For | Withhold | Against | |||
2 | Elect Wendell Wierenga | Mgmt | For | For | For | |||
3 | Elect Nancy J. Wysenski | Mgmt | For | For | For | |||
4 | Amendment to Allow Exculpation of Directors | Mgmt | For | For | For | |||
5 | Amendment to Allow Exculpation of Officers | Mgmt | For | For | For | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
8 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Denbury Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DEN | CUSIP 24790A101 | 06/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Kevin O. Meyers | Mgmt | For | For | For | |||
2 | Elect Anthony M. Abate | Mgmt | For | For | For | |||
3 | Elect Caroline G. Angoorly | Mgmt | For | For | For | |||
4 | Elect James N. Chapman | Mgmt | For | For | For | |||
5 | Elect Christian S. Kendall | Mgmt | For | For | For | |||
6 | Elect Lynn A. Peterson | Mgmt | For | Against | Against | |||
7 | Elect Brett R. Wiggs | Mgmt | For | For | For | |||
8 | Elect Cindy A. Yeilding | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
Dycom Industries, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DY | CUSIP 267475101 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter T. Pruitt, Jr. | Mgmt | For | For | For | |||
2 | Elect Laurie J. Thomsen | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Amendment to the 2017 Non-Employee Directors Equity Plan | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Emcor Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EME | CUSIP 29084Q100 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect John W. Altmeyer | Mgmt | For | For | For | |||
2 | Elect Anthony J. Guzzi | Mgmt | For | For | For | |||
3 | Elect Ronald L. Johnson | Mgmt | For | For | For | |||
4 | Elect Carol P. Lowe | Mgmt | For | For | For | |||
5 | Elect M. Kevin McEvoy | Mgmt | For | For | For | |||
6 | Elect William P. Reid | Mgmt | For | For | For | |||
7 | Elect Steven B. Schwarzwaelder | Mgmt | For | For | For | |||
8 | Elect Robin A. Walker-Lee | Mgmt | For | For | For | |||
9 | Elect Rebecca A. Weyenberg | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
12 | Authorization of Board to Set Board Size | Mgmt | For | For | For | |||
13 | Amendment to Articles to Reflect Delaware Law Provisions Regarding Officer Exculpation | Mgmt | For | For | For | |||
14 | Amendment to the Certificate of Incorporation to Select an Exclusive Forum | Mgmt | For | For | For | |||
15 | Ratification of Auditor | Mgmt | For | For | For | |||
16 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | |||
Encompass Health Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EHC | CUSIP 29261A100 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Greg D. Carmichael | Mgmt | For | For | For | |||
2 | Elect John W. Chidsey | Mgmt | For | For | For | |||
3 | Elect Donald L. Correll | Mgmt | For | For | For | |||
4 | Elect Joan E. Herman | Mgmt | For | For | For | |||
5 | Elect Leslye G. Katz | Mgmt | For | Against | Against | |||
6 | Elect Patricia A. Maryland | Mgmt | For | For | For | |||
7 | Elect Kevin J. O'Connor | Mgmt | For | For | For | |||
8 | Elect Christopher R. Reidy | Mgmt | For | For | For | |||
9 | Elect Nancy M. Schlichting | Mgmt | For | For | For | |||
10 | Elect Mark J. Tarr | Mgmt | For | For | For | |||
11 | Elect Terrance Williams | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Everi Holdings Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EVRI | CUSIP 30034T103 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Linster W. Fox | Mgmt | For | For | For | |||
1.2 | Elect Maureen T. Mullarkey | Mgmt | For | For | For | |||
1.3 | Elect Secil Tabli Watson | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
Evolent Health, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
EVH | CUSIP 30050B101 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Craig Barbarosh | Mgmt | For | For | For | |||
2 | Elect Seth Blackley | Mgmt | For | For | For | |||
3 | Elect Bridget Duffy | Mgmt | For | For | For | |||
4 | Elect Peter J. Grua | Mgmt | For | For | For | |||
5 | Elect Diane Holder | Mgmt | For | For | For | |||
6 | Elect Richard Jelinek | Mgmt | For | For | For | |||
7 | Elect Kim Keck | Mgmt | For | For | For | |||
8 | Elect Cheryl Scott | Mgmt | For | For | For | |||
9 | Elect Tunde Sotunde | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Amendment to the 2015 Omnibus Incentive Compensation Plan | Mgmt | For | Against | Against | |||
Federal Signal Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FSS | CUSIP 313855108 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Eugene J. Lowe, III | Mgmt | For | For | For | |||
1.2 | Elect Dennis J. Martin | Mgmt | For | For | For | |||
1.3 | Elect William F. Owens | Mgmt | For | For | For | |||
1.4 | Elect Shashank Patel | Mgmt | For | For | For | |||
1.5 | Elect Brenda L. Reichelderfer | Mgmt | For | For | For | |||
1.6 | Elect Jennifer L. Sherman | Mgmt | For | For | For | |||
1.7 | Elect John L. Workman | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
Five Below, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FIVE | CUSIP 33829M101 | 06/13/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Joel D. Anderson | Mgmt | For | For | For | |||
2 | Elect Kathleen S. Barclay | Mgmt | For | For | For | |||
3 | Elect Thomas M. Ryan | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Amendment to Articles to Limit the Liability of Certain Officers | Mgmt | For | For | For | |||
7 | Amendment to Articles to Limit the Liability of Certain Directors | Mgmt | For | For | For | |||
Fox Factory Holding Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
FOXF | CUSIP 35138V102 | 05/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Elizabeth A. Fetter | Mgmt | For | For | For | |||
2 | Elect Dudley Mendenhall | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
5 | Exculpation of Officers | Mgmt | For | For | For | |||
6 | Remove Outdated Article Provisions | Mgmt | For | For | For | |||
Halozyme Therapeutics, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HALO | CUSIP 40637H109 | 05/05/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Bernadette Connaughton | Mgmt | For | For | For | |||
2 | Elect Moni Miyashita | Mgmt | For | For | For | |||
3 | Elect Matthew L. Posard | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
Hamilton Lane Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HLNE | CINS 407497106 | 09/01/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Hartley R. Rogers | Mgmt | For | Withhold | Against | |||
2 | Elect Director Mario L. Giannini | Mgmt | For | Withhold | Against | |||
3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
4 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||
5 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
Harmony Biosciences Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HRMY | CUSIP 413197104 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Antonio J. Gracias | Mgmt | For | For | For | |||
1.2 | Elect Jack B. Nielsen | Mgmt | For | Withhold | Against | |||
1.3 | Elect Andreas Wicki | Mgmt | For | Withhold | Against | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
HealthEquity, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
HQY | CUSIP 42226A107 | 06/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Robert W. Selander | Mgmt | For | For | For | |||
2 | Elect Jon Kessler | Mgmt | For | For | For | |||
3 | Elect Stephen D. Neeleman | Mgmt | For | For | For | |||
4 | Elect Paul M. Black | Mgmt | For | For | For | |||
5 | Elect Frank A. Corvino | Mgmt | For | For | For | |||
6 | Elect Adrian T. Dillon | Mgmt | For | For | For | |||
7 | Elect Evelyn S. Dilsaver | Mgmt | For | For | For | |||
8 | Elect Debra McCowan | Mgmt | For | For | For | |||
9 | Elect Rajesh Natarajan | Mgmt | For | For | For | |||
10 | Elect Stuart B. Parker | Mgmt | For | For | For | |||
11 | Elect Gayle Wellborn | Mgmt | For | For | For | |||
12 | Ratification of Auditor | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
ICF International, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ICFI | CUSIP 44925C103 | 06/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Marilyn Crouther | Mgmt | For | For | For | |||
2 | Elect Michael J. Van Handel | Mgmt | For | For | For | |||
3 | Elect Michelle A. Williams | Mgmt | For | For | For | |||
4 | Amendment to the 2018 Omnibus Incentive Plan | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Amendment to Articles to Limit the Liability of Certain Officers | Mgmt | For | For | For | |||
8 | Ratification of Auditor | Mgmt | For | For | For | |||
Impinj, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PI | CUSIP 453204109 | 06/08/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Daniel Gibson | Mgmt | For | For | For | |||
2 | Elect Umesh Padval | Mgmt | For | For | For | |||
3 | Elect Steve Sanghi | Mgmt | For | Against | Against | |||
4 | Elect Cathal Phelan | Mgmt | For | For | For | |||
5 | Elect Meera Rao | Mgmt | For | For | For | |||
6 | Elect Chris Diorio | Mgmt | For | For | For | |||
7 | Elect Miron Washington | Mgmt | For | For | For | |||
8 | Ratification of Auditor | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Shareholder Proposal Regarding Shareholder Approval of Advance Notice Provisions | ShrHoldr | Against | Against | For | |||
InMode Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INMD | ISIN IL0011595993 | 04/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Hadar Ron | Mgmt | For | For | For | |||
2 | Increase in Authorized Capital | Mgmt | For | Against | Against | |||
3 | Consulting Fee Increase of CEO | Mgmt | For | For | For | |||
4 | Base salary increase of CTO | Mgmt | For | For | For | |||
5 | RSU Grants of Non-Executive Directors | Mgmt | For | For | For | |||
6 | Appointment of Auditor | Mgmt | For | For | For | |||
Insmed Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
INSM | CUSIP 457669307 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Elizabeth McKee Anderson | Mgmt | For | For | For | |||
1.2 | Elect Clarissa Desjardins | Mgmt | For | For | For | |||
1.3 | Elect David W.J. McGirr | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Amendment to the 2019 Incentive Plan | Mgmt | For | Against | Against | |||
Installed Building Products, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
IBP | CUSIP 45780R101 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michael T. Miller | Mgmt | For | For | For | |||
2 | Elect Marchelle E. Moore | Mgmt | For | For | For | |||
3 | Elect Robert H. Schottenstein | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Approval of the 2023 Omnibus Incentive Plan | Mgmt | For | For | For | |||
Iridium Communications Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
IRDM | CUSIP 46269C102 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Robert H. Niehaus | Mgmt | For | For | For | |||
1.2 | Elect Thomas C. Canfield | Mgmt | For | For | For | |||
1.3 | Elect Matthew J. Desch | Mgmt | For | For | For | |||
1.4 | Elect Thomas J. Fitzpatrick | Mgmt | For | For | For | |||
1.5 | Elect L. Anthony Frazier | Mgmt | For | For | For | |||
1.6 | Elect Jane L. Harman | Mgmt | For | For | For | |||
1.7 | Elect Alvin B. Krongard | Mgmt | For | For | For | |||
1.8 | Elect Suzanne E. McBride | Mgmt | For | For | For | |||
1.9 | Elect Eric T. Olson | Mgmt | For | For | For | |||
1.10 | Elect Parker W. Rush | Mgmt | For | For | For | |||
1.11 | Elect Kay N. Sears | Mgmt | For | For | For | |||
1.12 | Elect Jacqueline E. Yeaney | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Amendment to the 2015 Equity Incentive Plan | Mgmt | For | Against | Against | |||
5 | Ratification of Auditor | Mgmt | For | For | For | |||
IVERIC bio, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ISEE | CUSIP 46583P102 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jane P. Henderson | Mgmt | For | Withhold | Against | |||
2 | Elect Pravin U. Dugel | Mgmt | For | For | For | |||
3 | Elect Glenn P. Sblendorio | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
5 | Increase in Authorized Common Stock | Mgmt | For | For | For | |||
6 | Approval of the 2023 Stock Incentive Plan | Mgmt | For | Against | Against | |||
7 | Ratification of Auditor | Mgmt | For | For | For | |||
KBR, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KBR | CUSIP 48242W106 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Mark E. Baldwin | Mgmt | For | For | For | |||
2 | Elect Stuart J. B. Bradie | Mgmt | For | For | For | |||
3 | Elect Lynn A. Dugle | Mgmt | For | For | For | |||
4 | Elect Lester L. Lyles | Mgmt | For | For | For | |||
5 | Elect Sir John A. Manzoni | Mgmt | For | For | For | |||
6 | Elect Wendy M. Masiello | Mgmt | For | For | For | |||
7 | Elect Jack B. Moore | Mgmt | For | For | For | |||
8 | Elect Ann D. Pickard | Mgmt | For | For | For | |||
9 | Elect Carlos A. Sabater | Mgmt | For | For | For | |||
10 | Elect Vincent R. Stewart | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
Kinsale Capital Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KNSL | CUSIP 49714P108 | 05/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michael P. Kehoe | Mgmt | For | For | For | |||
2 | Elect Steven J. Bensinger | Mgmt | For | For | For | |||
3 | Elect Teresa P. Chia | Mgmt | For | For | For | |||
4 | Elect Robert V. Hatcher, III | Mgmt | For | For | For | |||
5 | Elect Anne C. Kronenberg | Mgmt | For | For | For | |||
6 | Elect Robert Lippincott III | Mgmt | For | For | For | |||
7 | Elect James J. Ritchie | Mgmt | For | For | For | |||
8 | Elect Frederick L. Russell, Jr. | Mgmt | For | For | For | |||
9 | Elect Gregory M. Share | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
Korn Ferry | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
KFY | CINS 500643200 | 09/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
2 | Approve Omnibus Stock Plan | Mgmt | For | For | For | |||
3 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||
4 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
5 | Elect Director Doyle N. Beneby | Mgmt | For | For | For | |||
6 | Elect Director Laura M. Bishop | Mgmt | For | For | For | |||
7 | Elect Director Gary D. Burnison | Mgmt | For | For | For | |||
8 | Elect Director Charles L. Harrington | Mgmt | For | For | For | |||
9 | Elect Director Jerry P. Leamon | Mgmt | For | For | For | |||
10 | Elect Director Angel R. Martinez | Mgmt | For | For | For | |||
11 | Elect Director Debra J. Perry | Mgmt | For | For | For | |||
12 | Elect Director Lori J. Robinson | Mgmt | For | For | For | |||
Lantheus Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LNTH | CUSIP 516544103 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Minnie Baylor-Henry | Mgmt | For | For | For | |||
2 | Elect Heinz Mausli | Mgmt | For | For | For | |||
3 | Elect Julie H. McHugh | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
5 | Approval of the 2023 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
Liberty Energy Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LBRT | ISIN US53115L1044 | 04/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Simon Ayat | Mgmt | For | For | For | |||
1.2 | Elect Gale A. Norton | Mgmt | For | For | For | |||
1.3 | Elect Cary D. Steinbeck | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
Livent Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
LTHM | CUSIP 53814L108 | 04/25/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Paul W. Graves | Mgmt | For | For | For | |||
2 | Elect Andrea E. Utecht | Mgmt | For | For | For | |||
3 | Elect Christina Lampe-Onnerud | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Repeal of Classified Board | Mgmt | For | For | For | |||
7 | Elimination of Supermajority Requirement | Mgmt | For | For | For | |||
Magnolia Oil & Gas Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MGY | CUSIP 559663109 | 05/03/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Christopher G. Stavros | Mgmt | For | For | For | |||
2 | Elect Arcilia C. Acosta | Mgmt | For | For | For | |||
3 | Elect Angela M. Busch | Mgmt | For | For | For | |||
4 | Elect Edward P. Djerejian | Mgmt | For | For | For | |||
5 | Elect James R. Larson | Mgmt | For | For | For | |||
6 | Elect Dan F. Smith | Mgmt | For | For | For | |||
7 | Elect John B. Walker | Mgmt | For | For | For | |||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
Manhattan Associates, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MANH | CUSIP 562750109 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Eddie Capel | Mgmt | For | For | For | |||
2 | Elect Charles E. Moran | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
5 | Ratification of Auditor | Mgmt | For | For | For | |||
Matador Resources Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MTDR | CUSIP 576485205 | 06/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Joseph Wm. Foran | Mgmt | For | For | For | |||
2 | Elect Reynald A. Baribault | Mgmt | For | For | For | |||
3 | Elect Timothy E. Parker | Mgmt | For | For | For | |||
4 | Elect Shelley F. Appel | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
Medpace Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MEDP | CUSIP 58506Q109 | 05/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Brian T. Carley | Mgmt | For | For | For | |||
1.2 | Elect Femida H. Gwadry-Sridhar | Mgmt | For | For | For | |||
1.3 | Elect Robert O. Kraft | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Merit Medical Systems, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MMSI | CUSIP 589889104 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Lonny J. Carpenter | Mgmt | For | For | For | |||
2 | Elect David K. Floyd | Mgmt | For | For | For | |||
3 | Elect Lynne N. Ward | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
5 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
6 | Ratification of Auditor | Mgmt | For | For | For | |||
Montrose Environmental Group, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MEG | CUSIP 615111101 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Peter M. Graham | Mgmt | For | For | For | |||
2 | Elect Richard E. Perlman | Mgmt | For | For | For | |||
3 | Ratification of Auditor | Mgmt | For | For | For | |||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
MP Materials Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MP | CUSIP 553368101 | 06/13/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Arnold W. Donald | Mgmt | For | For | For | |||
2 | Elect Randall J. Weisenburger | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
Murphy USA Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
MUSA | CUSIP 626755102 | 05/04/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Claiborne P. Deming | Mgmt | For | For | For | |||
2 | Elect Jeanne L. Phillips | Mgmt | For | For | For | |||
3 | Elect Jack T. Taylor | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Approval of the 2023 Omnibus Incentive Plan | Mgmt | For | Against | Against | |||
NAPCO Security Technologies, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NSSC | CINS 630402105 | 12/05/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Richard L. Soloway | Mgmt | For | For | For | |||
2 | Elect Director Kevin S. Buchel | Mgmt | For | For | For | |||
3 | Approve Stock Option Plan | Mgmt | For | For | For | |||
4 | Ratify Baker Tilly US, LLP as Auditors | Mgmt | For | For | For | |||
5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
Nova Ltd. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NVMI | CUSIP M7516K103 | 05/18/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Eitan Oppenhaim | Mgmt | For | For | For | |||
2 | Elect Avi Cohen | Mgmt | For | For | For | |||
3 | Elect Raanan Cohen | Mgmt | For | For | For | |||
4 | Elect Sarit Sagiv | Mgmt | For | For | For | |||
5 | Elect Zehava Simon | Mgmt | For | For | For | |||
6 | Elect Yaniv Garty | Mgmt | For | For | For | |||
7 | Employment Terms of New CEO | Mgmt | For | For | For | |||
8 | Confirmation of Controlling Shareholder | Mgmt | N/A | Against | N/A | |||
9 | Additional Termination Terms of Former CEO | Mgmt | For | For | For | |||
10 | Amendment to Director Compensation Scheme | Mgmt | For | For | For | |||
11 | Appointment of Auditor | Mgmt | For | For | For | |||
Novanta Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
NOVT | CUSIP 67000B104 | 05/10/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Lonny J. Carpenter | Mgmt | For | For | For | |||
2 | Elect Matthijs Glastra | Mgmt | For | For | For | |||
3 | Elect Barbara B. Huilt | Mgmt | For | For | For | |||
4 | Elect Maxine L. Mauricio | Mgmt | For | For | For | |||
5 | Elect Katherine A. Owen | Mgmt | For | For | For | |||
6 | Elect Thomas N. Secor | Mgmt | For | For | For | |||
7 | Elect Darlene J.S. Solomon | Mgmt | For | For | For | |||
8 | Elect Frank Anders Wilson | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
Onto Innovation Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ONTO | CUSIP 683344105 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Christopher A. Seams | Mgmt | For | For | For | |||
2 | Elect Leo Berlinghieri | Mgmt | For | For | For | |||
3 | Elect Stephen D. Kelley | Mgmt | For | For | For | |||
4 | Elect David B. Miller | Mgmt | For | For | For | |||
5 | Elect Michael P. Plisinsky | Mgmt | For | For | For | |||
6 | Elect Karen M. Rogge | Mgmt | For | For | For | |||
7 | Elect May Su | Mgmt | For | For | For | |||
8 | Elect Christine A. Tsingos | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
Option Care Health, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
OPCH | CUSIP 68404L201 | 05/17/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect John J. Arlotta | Mgmt | For | For | For | |||
1.2 | Elect Elizabeth Q. Betten | Mgmt | For | For | For | |||
1.3 | Elect Elizabeth D. Bierbower | Mgmt | For | For | For | |||
1.4 | Elect Natasha Deckmann | Mgmt | For | For | For | |||
1.5 | Elect David W. Golding | Mgmt | For | For | For | |||
1.6 | Elect Harry M. Jansen Kraemer, Jr. | Mgmt | For | For | For | |||
1.7 | Elect R. Carter Pate | Mgmt | For | For | For | |||
1.8 | Elect John C. Rademacher | Mgmt | For | For | For | |||
1.9 | Elect Nitin Sahney | Mgmt | For | For | For | |||
1.10 | Elect Timothy Sullivan | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
Paylocity Holding Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PCTY | CINS 70438V106 | 12/01/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Steven R. Beauchamp | Mgmt | For | For | For | |||
2 | Elect Director Virginia G. Breen | Mgmt | For | For | For | |||
3 | Elect Director Robin L. Pederson | Mgmt | For | For | For | |||
4 | Elect Director Andres D. Reiner | Mgmt | For | For | For | |||
5 | Elect Director Kenneth B. Robinson | Mgmt | For | For | For | |||
6 | Elect Director Ronald V. Waters, III | Mgmt | For | For | For | |||
7 | Elect Director Toby J. Williams | Mgmt | For | For | For | |||
8 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||
9 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
10 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | N/A | |||
Performance Food Group Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PFGC | CINS 71377A103 | 11/16/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | N/A | |||
4 | Elect Director George L. Holm | Mgmt | For | For | For | |||
5 | Elect Director Manuel A. Fernandez | Mgmt | For | For | For | |||
6 | Elect Director Barbara J. Beck | Mgmt | For | For | For | |||
7 | Elect Director William F. Dawson, Jr. | Mgmt | For | For | For | |||
8 | Elect Director Laura Flanagan | Mgmt | For | For | For | |||
9 | Elect Director Matthew C. Flanigan | Mgmt | For | For | For | |||
10 | Elect Director Kimberly S. Grant | Mgmt | For | For | For | |||
11 | Elect Director Jeffrey M. Overly | Mgmt | For | For | For | |||
12 | Elect Director David V. Singer | Mgmt | For | For | For | |||
13 | Elect Director Randall N. Spratt | Mgmt | For | For | For | |||
14 | Elect Director Warren M. Thompson | Mgmt | For | For | For | |||
Perimeter Solutions SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PRM | CINS L7579L106 | 07/21/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Luxembourg | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect W. Nicholas Howley as Director | Mgmt | For | For | For | |||
2 | Elect W. Nicholas Howley as Director | Mgmt | For | For | For | |||
3 | Elect William N. Thorndike, Jr. as Director | Mgmt | For | For | For | |||
4 | Elect William N. Thorndike, Jr. as Director | Mgmt | For | For | For | |||
5 | Elect Edward Goldberg as Director | Mgmt | For | For | For | |||
6 | Elect Edward Goldberg as Director | Mgmt | For | For | For | |||
7 | Elect Tracy Britt Cool as Director | Mgmt | For | For | For | |||
8 | Elect Tracy Britt Cool as Director | Mgmt | For | For | For | |||
9 | Elect Sean Hennessy as Director | Mgmt | For | For | For | |||
10 | Elect Sean Hennessy as Director | Mgmt | For | For | For | |||
11 | Elect Robert S. Henderson as Director | Mgmt | For | Against | Against | |||
12 | Elect Robert S. Henderson as Director | Mgmt | For | Against | Against | |||
13 | Elect Bernt Iversen II as Director | Mgmt | For | For | For | |||
14 | Elect Bernt Iversen II as Director | Mgmt | For | For | For | |||
15 | Appoint BDO USA, LLP as Auditor | Mgmt | For | For | For | |||
16 | Appoint BDO USA, LLP as Auditor | Mgmt | For | For | For | |||
17 | Approve Financial Statements | Mgmt | For | For | For | |||
18 | Approve Financial Statements | Mgmt | For | For | For | |||
19 | Approve Consolidated Financial Statements | Mgmt | For | For | For | |||
20 | Approve Consolidated Financial Statements | Mgmt | For | For | For | |||
21 | Approve Allocation of Income | Mgmt | For | For | For | |||
22 | Approve Allocation of Income | Mgmt | For | For | For | |||
23 | Approve Discharge of Directors | Mgmt | For | For | For | |||
24 | Approve Discharge of Directors | Mgmt | For | For | For | |||
25 | Approve Remuneration of Directors | Mgmt | For | Against | Against | |||
26 | Approve Remuneration of Directors | Mgmt | For | Against | Against | |||
27 | Approve Share Repurchase | Mgmt | For | For | For | |||
28 | Approve Share Repurchase | Mgmt | For | For | For | |||
29 | Transact Other Business (Non-Voting) | Mgmt | N/A | N/A | N/A | |||
30 | Transact Other Business (Non-Voting) | Mgmt | N/A | N/A | N/A | |||
Perimeter Solutions, SA | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PRM | CUSIP L7579L106 | 06/22/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect W. Nicholas Howley | Mgmt | For | Against | Against | |||
2 | Elect William N. Thorndike, Jr. | Mgmt | For | Against | Against | |||
3 | Elect Edward Goldberg | Mgmt | For | For | For | |||
4 | Elect Tracy Britt Cool | Mgmt | For | For | For | |||
5 | Elect Sean P. Hennessy | Mgmt | For | For | For | |||
6 | Elect Robert S. Henderson | Mgmt | For | Against | Against | |||
7 | Elect Bernt Iversen II | Mgmt | For | For | For | |||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | N/A | 1 Year | N/A | |||
10 | Appointment of Auditor | Mgmt | For | For | For | |||
11 | Approval of Annual Accounts | Mgmt | For | For | For | |||
12 | Approval of Financial Statements | Mgmt | For | For | For | |||
13 | Allocation of Results | Mgmt | For | For | For | |||
14 | Ratification of Board Acts | Mgmt | For | For | For | |||
15 | Director's Fees | Mgmt | For | For | For | |||
Phillips Edison & Company, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PECO | CUSIP 71844V201 | 05/09/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Jeffrey S. Edison | Mgmt | For | For | For | |||
2 | Elect Leslie T. Chao | Mgmt | For | For | For | |||
3 | Elect Elizabeth O. Fischer | Mgmt | For | For | For | |||
4 | Elect Stephen R. Quazzo | Mgmt | For | For | For | |||
5 | Elect Jane E. Silfen | Mgmt | For | For | For | |||
6 | Elect John A. Strong | Mgmt | For | For | For | |||
7 | Elect Gregory S. Wood | Mgmt | For | For | For | |||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
Planet Fitness, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PLNT | CUSIP 72703H101 | 05/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Enshalla Anderson | Mgmt | For | For | For | |||
1.2 | Elect Stephen Spinelli, Jr. | Mgmt | For | For | For | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Progress Software Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PRGS | CUSIP 743312100 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Paul Dacier | Mgmt | For | For | For | |||
1.2 | Elect John R. Egan | Mgmt | For | For | For | |||
1.3 | Elect Rainer Gawlick | Mgmt | For | For | For | |||
1.4 | Elect Yogesh Gupta | Mgmt | For | For | For | |||
1.5 | Elect Charles F. Kane | Mgmt | For | For | For | |||
1.6 | Elect Samskriti Y. King | Mgmt | For | For | For | |||
1.7 | Elect David A. Krall | Mgmt | For | For | For | |||
1.8 | Elect Angela T. Tucci | Mgmt | For | For | For | |||
1.9 | Elect Vivian M. Vitale | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
4 | Amendment to the 1991 Employee Stock Purchase Plan | Mgmt | For | For | For | |||
5 | Ratification of Auditor | Mgmt | For | For | For | |||
Progyny, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PGNY | CUSIP 74340E103 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Lloyd Dean | Mgmt | For | For | For | |||
2 | Elect Kevin Gordon | Mgmt | For | For | For | |||
3 | Elect Cheryl Scott | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | |||
Prothena Corporation plc | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
PRTA | CUSIP G72800108 | 05/16/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Helen S. Kim | Mgmt | For | For | For | |||
2 | Elect Gene G. Kinney | Mgmt | For | For | For | |||
3 | Elect Oleg Nodelman | Mgmt | For | For | For | |||
4 | Elect Dennis J. Selkoe | Mgmt | For | For | For | |||
5 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
7 | Amendment to the 2018 Long Term Incentive Plan | Mgmt | For | Against | Against | |||
Rambus Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RMBS | CUSIP 750917106 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Emiko Higashi | Mgmt | For | For | For | |||
2 | Elect Steven Laub | Mgmt | For | For | For | |||
3 | Elect Eric B. Stang | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
6 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
7 | Amendment to the 2015 Equity Incentive Plan | Mgmt | For | For | For | |||
8 | Amendment to Allow Exculpation of Officers | Mgmt | For | For | For | |||
RBC Bearings Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
ROLL | CINS 75524B104 | 09/08/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||
2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Against | Against | |||
3 | Elect Director Michael H. Ambrose | Mgmt | For | For | For | |||
4 | Elect Director Daniel A. Bergeron | Mgmt | For | For | For | |||
5 | Elect Director Edward D. Stewart | Mgmt | For | Against | Against | |||
Ryman Hospitality Properties, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
RHP | CUSIP 78377T107 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Rachna Bhasin | Mgmt | For | For | For | |||
2 | Elect Alvin Bowles Jr. | Mgmt | For | For | For | |||
3 | Elect Mark Fioravanti | Mgmt | For | For | For | |||
4 | Elect William E. Haslam | Mgmt | For | For | For | |||
5 | Elect Fazal Merchant | Mgmt | For | For | For | |||
6 | Elect Patrick Q. Moore | Mgmt | For | For | For | |||
7 | Elect Christine Pantoya | Mgmt | For | For | For | |||
8 | Elect Robert S. Prather, Jr. | Mgmt | For | Against | Against | |||
9 | Elect Colin V. Reed | Mgmt | For | For | For | |||
10 | Elect Michael I. Roth | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
Saia, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SAIA | CUSIP 78709Y105 | 04/27/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Donna E. Epps | Mgmt | For | For | For | |||
2 | Elect John P. Gainor | Mgmt | For | For | For | |||
3 | Elect Kevin A. Henry | Mgmt | For | For | For | |||
4 | Elect Frederick J. Holzgrefe, III | Mgmt | For | For | For | |||
5 | Elect Donald R. James | Mgmt | For | For | For | |||
6 | Elect Randolph W. Melville | Mgmt | For | For | For | |||
7 | Elect Richard D. O'Dell | Mgmt | For | For | For | |||
8 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
9 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
10 | Ratification of Auditor | Mgmt | For | For | For | |||
Simpson Manufacturing Co., Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SSD | CUSIP 829073105 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect James S. Andrasick | Mgmt | For | For | For | |||
2 | Elect Jennifer A. Chatman | Mgmt | For | For | For | |||
3 | Elect Gary M. Cusumano | Mgmt | For | For | For | |||
4 | Elect Philip E. Donaldson | Mgmt | For | For | For | |||
5 | Elect Celeste Volz Ford | Mgmt | For | For | For | |||
6 | Elect Kenneth D. Knight | Mgmt | For | For | For | |||
7 | Elect Robin G. MacGillivray | Mgmt | For | For | For | |||
8 | Elect Michael Olosky | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
SPS Commerce, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SPSC | CUSIP 78463M107 | 05/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Archie C. Black | Mgmt | For | For | For | |||
2 | Elect James B. Ramsey | Mgmt | For | Against | Against | |||
3 | Elect Marty M. Reaume | Mgmt | For | Against | Against | |||
4 | Elect Tami L. Reller | Mgmt | For | For | For | |||
5 | Elect Philip E. Soran | Mgmt | For | For | For | |||
6 | Elect Anne Sempowski Ward | Mgmt | For | Against | Against | |||
7 | Elect Sven A. Wehrwein | Mgmt | For | For | For | |||
8 | Ratification of Auditor | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Synaptics Incorporated | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SYNA | CINS 87157D109 | 10/25/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | USA | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
2 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||
3 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | |||
4 | Elect Director Michael E. Hurlston | Mgmt | For | For | For | |||
5 | Elect Director Patricia Kummrow | Mgmt | For | For | For | |||
6 | Elect Director VivieYY Lee | Mgmt | For | For | For | |||
Tenable Holdings, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TENB | CUSIP 88025T102 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect John C. Huffard, Jr. | Mgmt | For | For | For | |||
2 | Elect A. Brooke Seawell | Mgmt | For | For | For | |||
3 | Elect Raymond Vicks, Jr. | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
Texas Roadhouse, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TXRH | CUSIP 882681109 | 05/11/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Michael A. Crawford | Mgmt | For | For | For | |||
2 | Elect Donna E. Epps | Mgmt | For | For | For | |||
3 | Elect Gregory N. Moore | Mgmt | For | For | For | |||
4 | Elect Gerald L. Morgan | Mgmt | For | For | For | |||
5 | Elect Curtis A. Warfield | Mgmt | For | For | For | |||
6 | Elect Kathleen M. Widmer | Mgmt | For | Withhold | Against | |||
7 | Elect James R. Zarley | Mgmt | For | For | For | |||
8 | Ratification of Auditor | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
11 | Shareholder Proposal Regarding GHG Targets and Alignment with the Paris Agreement | ShrHoldr | Against | Against | For | |||
TFI International Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TFII | CUSIP 87241L109 | 04/26/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Canada | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Leslie Abi-Karam | Mgmt | For | For | For | |||
2 | Elect Alain Bedard | Mgmt | For | For | For | |||
3 | Elect Andre Berard | Mgmt | For | For | For | |||
4 | Elect William T. England | Mgmt | For | For | For | |||
5 | Elect Diane Giard | Mgmt | For | For | For | |||
6 | Elect Debra J. Kelly-Ennis | Mgmt | For | For | For | |||
7 | Elect Neil D. Manning | Mgmt | For | For | For | |||
8 | Elect John Pratt | Mgmt | For | For | For | |||
9 | Elect Joey Saputo | Mgmt | For | For | For | |||
10 | Elect Rosemary Turner | Mgmt | For | For | For | |||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
The Bancorp, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TBBK | CUSIP 05969A105 | 05/24/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect James J. McEntee III | Mgmt | For | For | For | |||
2 | Elect Michael J. Bradley | Mgmt | For | For | For | |||
3 | Elect Matthew Cohn | Mgmt | For | For | For | |||
4 | Elect Cheryl D. Creuzot | Mgmt | For | For | For | |||
5 | Elect John M. Eggemeyer | Mgmt | For | For | For | |||
6 | Elect Hersh Kozlov | Mgmt | For | Against | Against | |||
7 | Elect Damian M. Kozlowski | Mgmt | For | For | For | |||
8 | Elect William H. Lamb | Mgmt | For | For | For | |||
9 | Elect Daniela A. Mielke | Mgmt | For | For | For | |||
10 | Elect Stephanie B. Mudick | Mgmt | For | For | For | |||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | |||
13 | Ratification of Auditor | Mgmt | For | For | For | |||
The Chefs' Warehouse, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
CHEF | CUSIP 163086101 | 05/12/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Ivy Brown | Mgmt | For | For | For | |||
2 | Elect Dominick Cerbone | Mgmt | For | For | For | |||
3 | Elect Joseph M. Cugine | Mgmt | For | For | For | |||
4 | Elect Steven F. Goldstone | Mgmt | For | For | For | |||
5 | Elect Alan C. Guarino | Mgmt | For | For | For | |||
6 | Elect Stephen Hanson | Mgmt | For | For | For | |||
7 | Elect Aylwin B. Lewis | Mgmt | For | For | For | |||
8 | Elect Katherine Oliver | Mgmt | For | For | For | |||
9 | Elect Christopher Pappas | Mgmt | For | For | For | |||
10 | Elect John Pappas | Mgmt | For | For | For | |||
11 | Ratification of Auditor | Mgmt | For | For | For | |||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
13 | Approval of Employee Stock Purchase Plan | Mgmt | For | For | For | |||
The Descartes Systems Group Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
DSG | CUSIP 249906108 | 06/15/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Deepak Chopra | Mgmt | For | For | For | |||
2 | Elect Deborah Close | Mgmt | For | For | For | |||
3 | Elect Eric A. Demirian | Mgmt | For | For | For | |||
4 | Elect Sandra L. Hanington | Mgmt | For | For | For | |||
5 | Elect Kelley Irwin | Mgmt | For | For | For | |||
6 | Elect Dennis Maple | Mgmt | For | For | For | |||
7 | Elect Chris E. Muntwyler | Mgmt | For | For | For | |||
8 | Elect Jane O'Hagan | Mgmt | For | For | For | |||
9 | Elect Edward J. Ryan | Mgmt | For | For | For | |||
10 | Elect John J. Walker | Mgmt | For | For | For | |||
11 | Appointment of Auditor | Mgmt | For | For | For | |||
12 | Shareholder Rights Plan | Mgmt | For | For | For | |||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
The Simply Good Foods Company | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
SMPL | CUSIP 82900L102 | 01/19/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Director Clayton C. Daley, Jr. | Mgmt | For | For | For | |||
2 | Elect Director Nomi P. Ghez | Mgmt | For | For | For | |||
3 | Elect Director Michelle P. Goolsby | Mgmt | For | For | For | |||
4 | Elect Director James M. Kilts | Mgmt | For | For | For | |||
5 | Elect Director Robert G. Montgomery | Mgmt | For | For | For | |||
6 | Elect Director Brian K. Ratzan | Mgmt | For | For | For | |||
7 | Elect Director David W. Ritterbush | Mgmt | For | For | For | |||
8 | Elect Director Joseph E. Scalzo | Mgmt | For | For | For | |||
9 | Elect Director Joseph J. Schena | Mgmt | For | For | For | |||
10 | Elect Director David J. West | Mgmt | For | For | For | |||
11 | Elect Director James D. White | Mgmt | For | For | For | |||
12 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||
13 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Mgmt | For | For | For | |||
14 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For | For | |||
Treace Medical Concepts, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
TMCI | CUSIP 89455T109 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Lance Berry | Mgmt | For | Withhold | Against | |||
1.2 | Elect Elizabeth Hanna | Mgmt | For | Withhold | Against | |||
1.3 | Elect Jane E. Kiernan | Mgmt | For | Withhold | Against | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
Verra Mobility Corporation | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VRRM | CUSIP 92511U102 | 05/23/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Patrick J. Byrne | Mgmt | For | For | For | |||
1.2 | Elect David Roberts | Mgmt | For | For | For | |||
1.3 | Elect John H. Rexford | Mgmt | For | For | For | |||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
3 | Amendment to the 2018 Equity Incentive Plan | Mgmt | For | For | For | |||
4 | Ratification of Auditor | Mgmt | For | For | For | |||
Vertex, Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
VERX | CUSIP 92538J106 | 06/13/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1.1 | Elect Eric C. Andersen | Mgmt | For | Withhold | Against | |||
1.2 | Elect David DeStefano | Mgmt | For | Withhold | Against | |||
2 | Ratification of Auditor | Mgmt | For | For | For | |||
WillScot Mobile Mini Holdings Corp. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WSC | CUSIP 971378104 | 06/02/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Mark S. Bartlett | Mgmt | For | For | For | |||
2 | Elect Erika T. Davis | Mgmt | For | For | For | |||
3 | Elect Gerard E. Holthaus | Mgmt | For | For | For | |||
4 | Elect Erik Olsson | Mgmt | For | For | For | |||
5 | Elect Rebecca L. Owen | Mgmt | For | For | For | |||
6 | Elect Jeffrey F. Sagansky | Mgmt | For | For | For | |||
7 | Elect Bradley L. Soultz | Mgmt | For | For | For | |||
8 | Elect Michael W. Upchurch | Mgmt | For | For | For | |||
9 | Ratification of Auditor | Mgmt | For | For | For | |||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
WNS (Holdings) Limited | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
WNS | CINS 92932M101 | 09/22/2022 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | Jersey | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||
2 | Ratify Grant Thornton Bharat LLP as Auditors | Mgmt | For | For | For | |||
3 | Authorize Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||
4 | Reelect Timothy L. Main as a Director | Mgmt | For | For | For | |||
5 | Reelect Thi Nhuoc Lan Tu as a Director | Mgmt | For | For | For | |||
6 | Reelect Mario P. Vitale as a Director | Mgmt | For | For | For | |||
7 | Reelect Gareth Williams as a Director | Mgmt | For | For | For | |||
8 | Approve Remuneration of Directors | Mgmt | For | For | For | |||
9 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | |||
Xenon Pharmaceuticals Inc. | ||||||||
Ticker | Security ID: | Meeting Date | Meeting Status | |||||
XENE | CUSIP 98420N105 | 06/01/2023 | Voted | |||||
Meeting Type | Country of Trade | |||||||
Annual | United States | |||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | |||
1 | Elect Simon N. Pimstone | Mgmt | For | For | For | |||
2 | Elect Dawn Svoronos | Mgmt | For | For | For | |||
3 | Elect Mohammad Azab | Mgmt | For | For | For | |||
4 | Elect Steven Gannon | Mgmt | For | For | For | |||
5 | Elect Elizabeth Garofalo | Mgmt | For | For | For | |||
6 | Elect Patrick Machado | Mgmt | For | For | For | |||
7 | Elect Ian Mortimer | Mgmt | For | For | For | |||
8 | Elect Gary Patou | Mgmt | For | For | For | |||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | |||
10 | Appointment of Auditor | Mgmt | For | For | For | |||
11 | Authority to Set Auditor's Fees | Mgmt | For | For | For |
Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorised. | ||
Registrant: | Putnam Funds Trust | |
By: | /s/Stephen J. Tate | |
Name: | Stephen J. Tate | |
Title: | Vice President, Chief Legal Officer of Putnam Funds Trust | |
Date: | September 8, 2023 | |