UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED
MANAGEMENT INVESTMENT COMPANY
Investment Company Act file number: 811-07763
LITMAN GREGORY FUNDS TRUST
(Exact name of registrant as specified in charter)
2301 Rosecrans Avenue, Suite 2150
El Segundo, California 90245
(Address of principal executive offices)(Zip code)
Jeffrey K. Seeley
2301 Rosecrans Avenue, Suite 2150
El Segundo, California 90245
(Name and Address of Agent for Service)
Registrant’s telephone number, including area code: (925) 254-8999
Date of fiscal year end: December 31
Date of reporting period: July 1, 2022 through June 30, 2023
Item 1. Proxy Voting Record.
PROXY VOTING RECORD
FOR PERIOD JULY 1, 2022 TO JUNE 30, 2023
iMGP Oldfield International Value Fund
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Accept Financial Statements and Statutory Reports | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Approve Remuneration Report | For | Against | Yes | Yes | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Approve Final Dividend | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Elect Adam Crozier as Director | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Re-elect Philip Jansen as Director | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Re-elect Simon Lowth as Director | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Re-elect Adel Al-Saleh as Director | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Re-elect Sir Ian Cheshire as Director | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Re-elect Iain Conn as Director | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Re-elect Isabel Hudson as Director | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Re-elect Matthew Key as Director | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Re-elect Allison Kirkby as Director | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Re-elect Sara Weller as Director | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Reappoint KPMG LLP as Auditors | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Authorise the Audit & Risk Committee to Fix Remuneration of Auditors | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Authorise Issue of Equity | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Authorise Issue of Equity without Pre-emptive Rights | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Authorise Market Purchase of Ordinary Shares | For | For | Yes | No | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Authorise the Company to Call General Meeting with Two Weeks’ Notice | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
BT Group Plc | BT.A | G16612106 | 14-Jul-22 | Management | Authorise UK Political Donations | For | For | Yes | No | |||||||||
easyJet Plc | EZJ | G3030S109 | 20-Jul-22 | Management | Approve Purchase of 56 Airbus A320neo Family Aircraft and Conversion of 18 A320neo Family Aircraft to 18 A2321neo Aircraft | For | For | Yes | No | |||||||||
Alibaba Group Holding Limited | 9988 | G01719114 | 30-Sep-22 | Management | Elect Director Daniel Yong Zhang | For | For | Yes | No | |||||||||
Alibaba Group Holding Limited | 9988 | G01719114 | 30-Sep-22 | Management | Elect Director Jerry Yang | For | For | Yes | No | |||||||||
Alibaba Group Holding Limited | 9988 | G01719114 | 30-Sep-22 | Management | Elect Director Wan Ling Martello | For | For | Yes | No | |||||||||
Alibaba Group Holding Limited | 9988 | G01719114 | 30-Sep-22 | Management | Elect Director Weijian Shan | For | For | Yes | No | |||||||||
Alibaba Group Holding Limited | 9988 | G01719114 | 30-Sep-22 | Management | Elect Director Irene Yun-Lien Lee | For | For | Yes | No | |||||||||
Alibaba Group Holding Limited | 9988 | G01719114 | 30-Sep-22 | Management | Elect Director Albert Kong Ping Ng | For | For | Yes | No | |||||||||
Alibaba Group Holding Limited | 9988 | G01719114 | 30-Sep-22 | Management | Ratify PricewaterhouseCoopers as Auditors | For | For | Yes | No | |||||||||
Samsung Electronics Co., Ltd. | 005930 | Y74718100 | 03-Nov-22 | Management | Elect Heo Eun-nyeong as Outside Director | For | For | Yes | No | |||||||||
Samsung Electronics Co., Ltd. | 005930 | Y74718100 | 03-Nov-22 | Management | Elect Yoo Myeong-hui as Outside Director | For | For | Yes | No | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Accept Financial Statements and Statutory Reports | For | For | Yes | No | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Approve Remuneration Report | For | Against | Yes | Yes | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Re-elect Stephen Hester as Director | For | For | Yes | No | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Re-elect Johan Lundgren as Director | For | Against | Yes | Yes | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Re-elect Kenton Jarvis as Director | For | For | Yes | No | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Re-elect Catherine Bradley as Director | For | For | Yes | No | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Re-elect Sheikh Mansurah Tal-At Mannings as Director | For | Against | Yes | Yes | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Re-elect David Robbie as Director | For | For | Yes | No | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Elect Ryanne van der Eijk as Director | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Elect Harald Eisenacher as Director | For | For | Yes | No | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Elect Detlef Trefzger as Director | For | For | Yes | No | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Reappoint PricewaterhouseCoopers LLP as Auditors | For | For | Yes | No | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Authorise the Audit Committee to Fix Remuneration of Auditors | For | For | Yes | No | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Authorise UK Political Donations and Expenditure | For | For | Yes | No | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Authorise Issue of Equity | For | Against | Yes | Yes | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Authorise Issue of Equity without Pre-emptive Rights | For | Against | Yes | Yes | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | For | Against | Yes | Yes | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Authorise Market Purchase of Ordinary Shares | For | For | Yes | No | |||||||||
easyJet Plc | EZJ | G3030S109 | 09-Feb-23 | Management | Authorise the Company to Call General Meeting with Two Weeks’ Notice | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Receive Financial Statements and Statutory Reports for Fiscal Year 2021/22 (Non-Voting) | |||||||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Allocation of Income and Dividends of EUR 4.25 per Share | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Management Board Member Roland Busch for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Management Board Member Cedrik Neike for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Management Board Member Matthias Rebellius for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Management Board Member Ralf Thomas for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Management Board Member Judith Wiese for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Jim Snabe for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Birgit Steinborn for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Werner Brandt for Fiscal Year 2021/22 | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Tobias Baeumler for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Andrea Fehrmann for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Bettina Haller for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Harald Kern for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Juergen Kerner for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Benoit Potier for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Hagen Reimer for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Norbert Reithofer for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Kasper Roersted for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Nemat Shafik for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Michael Sigmund for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Dorothea Simon for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Grazia Vittadini for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Matthias Zachert for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Discharge of Supervisory Board Member Gunnar Zukunft for Fiscal Year 2021/22 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2022/23 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Remuneration Report | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Elect Werner Brandt to the Supervisory Board | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Elect Regina Dugan to the Supervisory Board | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Elect Keryn Lee James to the Supervisory Board | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Elect Martina Merz to the Supervisory Board | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Elect Benoit Potier to the Supervisory Board | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Elect Nathalie von Siemens to the Supervisory Board | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Elect Matthias Zachert to the Supervisory Board | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Approve Virtual-Only Shareholder Meetings Until 2025 | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | For | For | Yes | No | |||||||||
Siemens AG | SIE | D69671218 | 09-Feb-23 | Management | Amend Articles Re: Registration in the Share Register | For | For | Yes | No | |||||||||
Samsung Electronics Co., Ltd. | 005930 | Y74718100 | 15-Mar-23 | Management | Approve Financial Statements and Allocation of Income | For | For | Yes | No | |||||||||
Samsung Electronics Co., Ltd. | 005930 | Y74718100 | 15-Mar-23 | Management | Elect Han Jong-hui as Inside Director | For | For | Yes | No | |||||||||
Samsung Electronics Co., Ltd. | 005930 | Y74718100 | 15-Mar-23 | Management | Approve Total Remuneration of Inside Directors and Outside Directors | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Open Meeting | |||||||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Elect Chairman of Meeting | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Prepare and Approve List of Shareholders | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Approve Agenda of Meeting | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Designate Inspector(s) of Minutes of Meeting | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Acknowledge Proper Convening of Meeting | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Receive Financial Statements and Statutory Reports | |||||||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Accept Financial Statements and Statutory Reports | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Approve Allocation of Income and Dividends of SEK 5.50 Per Share; Special Dividend of SEK 2.50 | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Approve Remuneration Report | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Approve Discharge of Board and President | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Authorize Repurchase of up to 120 Million Class A and/or B Shares and Reissuance of Repurchased Shares | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Authorize Share Repurchase Program | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Approve Issuance of Convertible Capital Instruments Corresponding to a Maximum of 198 Million Shares without Preemptive Rights | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Determine Number of Directors (10) | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Determine Number of Auditors (2) | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Approve Remuneration of Directors in the Amount of SEK 3.75 Million for Chair, SEK 1.1 Million for Vice Chair and SEK 765,000 for Other Directors; Approve Remuneration for Committee Work | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Reelect Jon Fredrik Baksaas as Director | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Reelect Helene Barnekow as Director | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Reelect Stina Bergfors as Director | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Reelect Hans Biorck as Director | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Reelect Par Boman as Director | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Reelect Kerstin Hessius as Director | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Reelect Fredrik Lundberg as Director | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Reelect Ulf Riese as Director | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Reelect Arja Taaveniku as Director | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Reelect Carina Akerstromas Director | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Reelect Par Boman as Board Chairman | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Ratify PricewaterhouseCoopers as Auditors | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Ratify Deloitte as Auditors | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Approve Proposal Concerning the Appointment of Auditors in Foundations Without Own Management | For | For | Yes | No | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Shareholder | Amend Bank’s Mainframe Computers Software | None | Against | Yes | Yes | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Shareholder | Approve Formation of Integration Institute | None | Against | Yes | Yes | |||||||||
Svenska Handelsbanken AB | SHB.A | W9112U104 | 22-Mar-23 | Management | Close Meeting | |||||||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Management | Approve Financial Statements | For | For | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Management | Approve Appropriation of Income (KRW 5,000) | For | For | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Approve Appropriation of Income (KRW 7,867) (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Approve Appropriation of Income (KRW 10,000) (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Amend Articles of Incorporation (Establishment of Compensation Committee) (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Amend Articles of Incorporation (Cancellation of Treasury Shares) (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Amend Articles of Incorporation (Introduction of Quarterly Dividends) (Shareholder Proposal) | None | Against | Yes | Yes | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Amend Articles of Incorporation (Bylaws) (Shareholder Proposal) | None | Against | Yes | Yes | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Approve Cancellation of Treasury Shares (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Approve Acquisition of Treasury Shares (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Management | Approve Maintaining the Size of the Board | For | For | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Approve Increase in the Size of the Board (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Management | Elect Kim Myeong-cheol as Outside Director | For | For | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Management | Elect Ko Yoon-seong as Outside Director | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Elect Lee Su-hyeong as Outside Director (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Elect Kim Doh-rin as Outside Director (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Elect Park Jae-hwan as Outside Director (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Elect Cha Seok-yong as Outside Director (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Elect Hwang Woo-jin as Outside Director (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Management | Elect Kim Myeong-cheol as Outside Director | For | For | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Management | Elect Ko Yoon-seong as Outside Director | For | For | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Management | Elect Lim Il-soon as Outside Director | For | For | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Elect Lee Su-hyeong as Outside Director (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Elect Kim Doh-rin as Outside Director (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Elect Park Jae-hwan as Outside Director (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Elect Cha Seok-yong as Outside Director (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Elect Hwang Woo-jin as Outside Director (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Management | Elect Kim Myeong-cheol as a Member of Audit Committee | For | For | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Management | Elect Ko Yoon-seong as a Member of Audit Committee | For | For | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Elect Lee Su-hyeong as a Member of Audit Committee (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Elect Kim Doh-rin as a Member of Audit Committee (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Elect Cha Seok-yong as a Member of Audit Committee (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Shareholder | Elect Hwang Woo-jin as a Member of Audit Committee (Shareholder Proposal) | Against | Against | Yes | No | |||||||||
KT&G Corp. | 033780 | Y49904108 | 28-Mar-23 | Management | Approve Total Remuneration of Inside Directors and Outside Directors | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
LG H&H Co., Ltd. | 051900 | Y5275R100 | 28-Mar-23 | Management | Approve Financial Statements and Allocation of Income | For | For | Yes | No | |||||||||
LG H&H Co., Ltd. | 051900 | Y5275R100 | 28-Mar-23 | Management | Elect Lee Jeong-ae as Inside Director | For | For | Yes | No | |||||||||
LG H&H Co., Ltd. | 051900 | Y5275R100 | 28-Mar-23 | Management | Elect Kim Jae-hwan as Outside Director | For | For | Yes | No | |||||||||
LG H&H Co., Ltd. | 051900 | Y5275R100 | 28-Mar-23 | Management | Elect Kim Jae-hwan as a Member of Audit Committee | For | For | Yes | No | |||||||||
LG H&H Co., Ltd. | 051900 | Y5275R100 | 28-Mar-23 | Management | Approve Total Remuneration of Inside Directors and Outside Directors | For | For | Yes | No | |||||||||
Bayer AG | BAYN | D0712D163 | 28-Apr-23 | Management | Receive Financial Statements and Statutory Reports; Approve Allocation of Income and Dividends of EUR 2.40 per Share for Fiscal Year 2022 | For | For | Yes | No | |||||||||
Bayer AG | BAYN | D0712D163 | 28-Apr-23 | Management | Approve Discharge of Management Board for Fiscal Year 2022 | For | For | Yes | No | |||||||||
Bayer AG | BAYN | D0712D163 | 28-Apr-23 | Management | Approve Discharge of Supervisory Board for Fiscal Year 2022 | For | For | Yes | No | |||||||||
Bayer AG | BAYN | D0712D163 | 28-Apr-23 | Management | Elect Norbert Winkeljohann to the Supervisory Board | For | For | Yes | No | |||||||||
Bayer AG | BAYN | D0712D163 | 28-Apr-23 | Management | Elect Kimberly Mathisen to the Supervisory Board | For | For | Yes | No | |||||||||
Bayer AG | BAYN | D0712D163 | 28-Apr-23 | Management | Approve Remuneration Report | For | Against | Yes | Yes | |||||||||
Bayer AG | BAYN | D0712D163 | 28-Apr-23 | Management | Approve Virtual-Only Shareholder Meetings Until 2025 | For | For | Yes | No | |||||||||
Bayer AG | BAYN | D0712D163 | 28-Apr-23 | Management | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | For | For | Yes | No | |||||||||
Bayer AG | BAYN | D0712D163 | 28-Apr-23 | Management | Ratify Deloitte GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Reports for the First Half of Fiscal Year 2023 | For | For | Yes | No | |||||||||
Bayer AG | BAYN | D0712D163 | 28-Apr-23 | Management | Voting Instructions for Motions or Nominations by Shareholders that are not Made Accessible Before the AGM and that are Made or Amended in the Course of the AGM | None | Against | Yes | Yes | |||||||||
Embraer SA | EMBR3 | P3700H201 | 28-Apr-23 | Management | Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2022 | For | For | Yes | No | |||||||||
Embraer SA | EMBR3 | P3700H201 | 28-Apr-23 | Management | Approve Treatment of Net Loss | For | For | Yes | No | |||||||||
Embraer SA | EMBR3 | P3700H201 | 28-Apr-23 | Management | Fix Number of Directors at 11 | For | For | Yes | No | |||||||||
Embraer SA | EMBR3 | P3700H201 | 28-Apr-23 | Management | Elect Directors | For | For | Yes | No | |||||||||
Embraer SA | EMBR3 | P3700H201 | 28-Apr-23 | Management | Elect Fiscal Council Members | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
Embraer SA | EMBR3 | P3700H201 | 28-Apr-23 | Management | Approve Remuneration of Company’s Management | For | For | Yes | No | |||||||||
Embraer SA | EMBR3 | P3700H201 | 28-Apr-23 | Management | Approve Remuneration of Fiscal Council Members | For | For | Yes | No | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Management | Accept Financial Statements and Statutory Reports | For | For | Yes | No | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Management | Approve Allocation of Income | For | For | Yes | No | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Management | Fix Number of Directors | For | For | Yes | No | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Management | Fix Board Terms for Directors | For | For | Yes | No | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Shareholder | Slate Submitted by Ministry of Economy and Finance | None | For | Yes | Yes | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Shareholder | Slate Submitted by Institutional Investors (Assogestioni) | None | Against | Yes | Yes | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Shareholder | Elect Giuseppe Zafarana as Board Chair | None | For | Yes | Yes | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Shareholder | Approve Remuneration of Directors | None | For | Yes | Yes | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Shareholder | Slate Submitted by Ministry of Economy and Finance | None | For | Yes | Yes | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Shareholder | Slate Submitted by Institutional Investors (Assogestioni) | None | Against | Yes | Yes | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Shareholder | Appoint Rosalba Casiraghi as Chairman of Internal Statutory Auditors | None | For | Yes | Yes | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Shareholder | Approve Internal Auditors’ Remuneration | None | For | Yes | Yes | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Management | Approve Long Term Incentive Plan 2023-2025 | For | For | Yes | No | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Management | Approve Remuneration Policy | For | For | Yes | No | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Management | Approve Second Section of the Remuneration Report | For | Against | Yes | Yes | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Management | Authorize Share Repurchase Program and Reissuance of Repurchased Shares | For | For | Yes | No | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Management | Authorize Use of Available Reserves for Dividend Distribution | For | For | Yes | No | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Management | Authorize Reduction and Use of the Reserve Pursuant to Law 342/2000 for Dividend Distribution | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Management | Authorize Cancellation of Treasury Shares without Reduction of Share Capital; Amend Article 5.1 | For | For | Yes | No | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Management | Authorize Cancellation of Repurchased Shares without Reduction of Share Capital; Amend Article 5 | For | For | Yes | No | |||||||||
Eni SpA | ENI | T3643A145 | 10-May-23 | Management | Deliberations on Possible Legal Action Against Directors if Presented by Shareholders | None | Against | Yes | Yes | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | |||||||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Approve Allocation of Income and Dividends of EUR 0.51 per Share | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Approve Discharge of Management Board for Fiscal Year 2022 | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Approve Discharge of Supervisory Board for Fiscal Year 2022 | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Ratify KPMG AG as Auditors for Fiscal Year 2023 | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Ratify KPMG AG KPMG as Auditors for the Review of Interim Financial Statements for Fiscal Year 2023 | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Ratify KPMG AG as Auditors for the Review of Interim Financial Statements for the First Quarter of Fiscal Year 2024 | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Approve Remuneration Report | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Approve Increase in Size of Board to 16 Members | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Elect Erich Clementi to the Supervisory Board | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Elect Andreas Schmitz to the Supervisory Board | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Elect Nadege Petit to the Supervisory Board | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Elect Ulrich Grillo to the Supervisory Board | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Elect Deborah Wilkens to the Supervisory Board | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Elect Rolf Schmitz to the Supervisory Board | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Elect Klaus Froehlich to the Supervisory Board | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Elect Anke Groth to the Supervisory Board | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Approve Virtual-Only Shareholder Meetings Until 2025 | For | For | Yes | No | |||||||||
E.ON SE | EOAN | D24914133 | 17-May-23 | Management | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | For | For | Yes | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 17-May-23 | Management | Accept Financial Statements and Statutory Reports for Fiscal Year 2022 | For | For | Yes | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 17-May-23 | Management | Approve Allocation of Income and Dividends of EUR 0.92 per Share | For | For | Yes | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 17-May-23 | Management | Approve Discharge of Personally Liable Partner for Fiscal Year 2022 | For | For | Yes | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 17-May-23 | Management | Approve Discharge of Supervisory Board for Fiscal Year 2022 | For | For | Yes | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 17-May-23 | Management | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements | For | For | Yes | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 17-May-23 | Management | Approve Remuneration Report | For | For | Yes | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 17-May-23 | Management | Approve Remuneration Policy | For | For | Yes | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 17-May-23 | Management | Approve Virtual-Only Shareholder Meetings Until 2025 | For | For | Yes | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 17-May-23 | Management | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | For | For | Yes | No | |||||||||
CK Hutchison Holdings Limited | 1 | G21765105 | 18-May-23 | Management | Accept Financial Statements and Statutory Reports | For | For | Yes | No | |||||||||
CK Hutchison Holdings Limited | 1 | G21765105 | 18-May-23 | Management | Approve Final Dividend | For | For | Yes | No | |||||||||
CK Hutchison Holdings Limited | 1 | G21765105 | 18-May-23 | Management | Elect Fok Kin Ning, Canning as Director | For | For | Yes | No | |||||||||
CK Hutchison Holdings Limited | 1 | G21765105 | 18-May-23 | Management | Elect Kam Hing Lam as Director | For | For | Yes | No | |||||||||
CK Hutchison Holdings Limited | 1 | G21765105 | 18-May-23 | Management | Elect Chow Kun Chee, Roland as Director | For | For | Yes | No | |||||||||
CK Hutchison Holdings Limited | 1 | G21765105 | 18-May-23 | Management | Elect Philip Lawrence Kadoorie as Director | For | For | Yes | No | |||||||||
CK Hutchison Holdings Limited | 1 | G21765105 | 18-May-23 | Management | Elect Lee Yeh Kwong, Charles as Director | For | For | Yes | No | |||||||||
CK Hutchison Holdings Limited | 1 | G21765105 | 18-May-23 | Management | Elect Paul Joseph Tighe as Director | For | For | Yes | No | |||||||||
CK Hutchison Holdings Limited | 1 | G21765105 | 18-May-23 | Management | Elect Wong Kwai Lam as Director | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
CK Hutchison Holdings Limited | 1 | G21765105 | 18-May-23 | Management | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | For | For | Yes | No | |||||||||
CK Hutchison Holdings Limited | 1 | G21765105 | 18-May-23 | Management | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | For | For | Yes | No | |||||||||
CK Hutchison Holdings Limited | 1 | G21765105 | 18-May-23 | Management | Authorize Repurchase of Issued Share Capital | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Approve Financial Statements and Statutory Reports | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Approve Consolidated Financial Statements and Statutory Reports | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Approve Allocation of Income and Dividends of EUR 3.56 per Share | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Elect Frederic Oudea as Director | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Approve Compensation Report of Corporate Officers | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Approve Compensation of Serge Weinberg, Chairman of the Board | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Approve Compensation of Paul Hudson, CEO | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Approve Remuneration of Directors in the Aggregate Amount of EUR 2.5 Million | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Approve Remuneration Policy of Directors | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Approve Remuneration Policy of Chairman of the Board | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Approve Remuneration Policy of CEO | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Renew Appointment of PricewaterhouseCoopers Audit as Auditor | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Ratify Change Location of Registered Office to 46, Avenue de la Grande Armee, 75017 Paris and Amend Article 4 of Bylaws Accordingly | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 997 Million | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 240 Million | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 240 Million | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Approve Issuance of Debt Securities Giving Access to New Shares of Subsidiaries and/or Debt Securities, up to Aggregate Amount of EUR 7 Billion | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 16-18 | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Authorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | For | For | Yes | No | |||||||||
Sanofi | SAN | F5548N101 | 25-May-23 | Management | Authorize Filing of Required Documents/Other Formalities | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Open Meeting | |||||||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Receive Board Report (Non-Voting) | |||||||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Approve Remuneration Report | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Adopt Financial Statements and Statutory Reports | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Receive Explanation on Company’s Dividend Policy | |||||||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Approve Dividends | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Ratify Deloitte Accountants B.V. as Auditors | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Amend Remuneration Policy | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Approve Discharge of Executive Director | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Approve Discharge of Non-Executive Directors | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Reelect John Elkann as Executive Director | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Elect Nitin Nohria as Non-Executive Director | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Elect Sandra Dembeck as Non-Executive Director | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Elect Tiberto Ruy Brandolini d’Adda as Non-Executive Director | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Reelect Marc Bolland as Non-Executive Director | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Reelect Melissa Bethell as Non-Executive Director | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Reelect Laurence Debroux as Non-Executive Director | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Reelect Axel Dumas as Non-Executive Director | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Reelect Ginevra Elkann as Non-Executive Director | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Reelect Alessandro Nasi as Non-Executive Director | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Authorize Repurchase of Shares | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Approve Cancellation of Repurchased Shares | For | For | Yes | No | |||||||||
EXOR NV | EXO | N3140A107 | 31-May-23 | Management | Close Meeting | |||||||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Approve Allocation of Income, with a Final Dividend of JPY 50 | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Amend Articles to Abolish Board Structure with Statutory Auditors - Adopt Board Structure with Audit Committee - Amend Provisions on Number of Directors - Authorize Directors to Execute Day to Day Operations without Full Board Approval | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director Tomita, Tetsuro | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director Fukasawa, Yuji | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director Kise, Yoichi | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director Ise, Katsumi | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director Watari, Chiharu | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director Ito, Atsuko | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director Suzuki, Hitoshi | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director Ito, Motoshige | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director Amano, Reiko | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director Kawamoto, Hiroko | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director Iwamoto, Toshio | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director and Audit Committee Member Kinoshita, Takashi | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director and Audit Committee Member Ogata, Masaki | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director and Audit Committee Member Mori, Kimitaka | For | Against | Yes | Yes | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Elect Director and Audit Committee Member Koike, Hiroshi | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Approve Compensation Ceiling for Directors Who Are Not Audit Committee Members | For | For | Yes | No | |||||||||
East Japan Railway Co. | 9020 | J1257M109 | 22-Jun-23 | Management | Approve Compensation Ceiling for Directors Who Are Audit Committee Members | For | For | Yes | No | |||||||||
Mitsubishi Heavy Industries, Ltd. | 7011 | J44002178 | 29-Jun-23 | Management | Approve Allocation of Income, with a Final Dividend of JPY 70 | For | For | Yes | No | |||||||||
Mitsubishi Heavy Industries, Ltd. | 7011 | J44002178 | 29-Jun-23 | Management | Elect Director Miyanaga, Shunichi | For | For | Yes | No | |||||||||
Mitsubishi Heavy Industries, Ltd. | 7011 | J44002178 | 29-Jun-23 | Management | Elect Director Izumisawa, Seiji | For | For | Yes | No | |||||||||
Mitsubishi Heavy Industries, Ltd. | 7011 | J44002178 | 29-Jun-23 | Management | Elect Director Kaguchi, Hitoshi | For | For | Yes | No | |||||||||
Mitsubishi Heavy Industries, Ltd. | 7011 | J44002178 | 29-Jun-23 | Management | Elect Director Kozawa, Hisato | For | For | Yes | No | |||||||||
Mitsubishi Heavy Industries, Ltd. | 7011 | J44002178 | 29-Jun-23 | Management | Elect Director Kobayashi, Ken | For | For | Yes | No | |||||||||
Mitsubishi Heavy Industries, Ltd. | 7011 | J44002178 | 29-Jun-23 | Management | Elect Director Hirano, Nobuyuki | For | For | Yes | No | |||||||||
Mitsubishi Heavy Industries, Ltd. | 7011 | J44002178 | 29-Jun-23 | Management | Elect Director Furusawa, Mitsuhiro | For | For | Yes | No | |||||||||
Mitsubishi Heavy Industries, Ltd. | 7011 | J44002178 | 29-Jun-23 | Management | Elect Director and Audit Committee Member Tokunaga, Setsuo | For | For | Yes | No | |||||||||
Mitsubishi Heavy Industries, Ltd. | 7011 | J44002178 | 29-Jun-23 | Management | Elect Director and Audit Committee Member Unora, Hiro | For | For | Yes | No | |||||||||
Mitsubishi Heavy Industries, Ltd. | 7011 | J44002178 | 29-Jun-23 | Management | Elect Director and Audit Committee Member Morikawa, Noriko | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | |||||||||
Mitsubishi Heavy Industries, Ltd. | 7011 | J44002178 | 29-Jun-23 | Management | Elect Director and Audit Committee Member Ii, Masako | For | For | Yes | No | |||||||||
Mitsubishi Heavy Industries, Ltd. | 7011 | J44002178 | 29-Jun-23 | Management | Elect Alternate Director and Audit Committee Member Oka, Nobuhiro | For | For | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Approve Allocation of Income, with a Final Dividend of JPY 16 | For | For | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director Fujii, Mariko | For | For | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director Honda, Keiko | For | For | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director Kato, Kaoru | For | For | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director Kuwabara, Satoko | For | For | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director Nomoto, Hirofumi | For | Against | Yes | Yes | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director David A. Sneider | For | For | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director Tsuji, Koichi | For | For | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director Tarisa Watanagase | For | For | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director Miyanaga, Kenichi | For | For | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director Shinke, Ryoichi | For | For | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director Mike, Kanetsugu | For | Against | Yes | Yes | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director Kamezawa, Hironori | For | Against | Yes | Yes | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director Nagashima, Iwao | For | For | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director Hanzawa, Junichi | For | For | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Management | Elect Director Kobayashi, Makoto | For | For | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Shareholder | Amend Articles to Disclose Transition Plan to Align Lending and Investment Portfolios with Goals of Paris Agreement | Against | Against | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Shareholder | Amend Articles to Prohibit Transactions with Defamatory Companies | Against | Against | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Shareholder | Amend Articles to Carefully Carry Out Transactions with Male-Dominated Companies | Against | Against | Yes | No | |||||||||
Mitsubishi UFJ Financial Group, Inc. | 8306 | J44497105 | 29-Jun-23 | Shareholder | Amend Articles to Prohibit Deletion of IR Contents from Company Websites | Against | Against | Yes | No |
PROXY VOTING RECORD
FOR PERIOD JULY 1, 2022 TO JUNE 30, 2023
iMGP International Fund
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 2 | Approve Remuneration Report | Yes | For | No | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 3 | Adopt Financial Statements | Yes | For | No | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 4 | Approve Allocation of Income | Yes | For | No | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 5 | Approve Discharge of Executive Directors | Yes | For | No | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 6 | Approve Discharge of Non-Executive Directors | Yes | For | No | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 7 | Approve Remuneration Policy for Executive and Non-Executive Directors | Yes | For | No | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 8 | Elect Sharmistha Dubey as Non-Executive Director | Yes | For | No | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 9.1 | Reelect JP Bekker as Non-Executive Director | Yes | For | No | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 9.2 | Reelect D Meyer as Non-Executive Director | Yes | For | No | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 9.3 | Reelect SJZ Pacak as Non-Executive Director | Yes | For | No | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 9.4 | Reelect JDT Stofberg as Non-Executive Director | Yes | For | No | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 10 | Ratify Deloitte Accountants B.V. as Auditors | Yes | For | No | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 11 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Restrict/Exclude Preemptive Rights | Yes | For | No | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 12 | Authorize Repurchase of Shares | Yes | For | No | |||||||||
Prosus NV | PRX | N7163R103 | 8/24/2022 | Management | 13 | Approve Reduction in Share Capital Through Cancellation of Shares | Yes | For | No | |||||||||
Credit Suisse Group AG | CSGN | H3698D419 | 11/23/2022 | Management | 1 | Approve CHF 18.5 Million Share Capital Increase without Preemptive Rights for Private Placement | Yes | For | No | |||||||||
Credit Suisse Group AG | CSGN | H3698D419 | 11/23/2022 | Management | 2 | Approve CHF 70.7 Million Ordinary Share Capital Increase with Preemptive Rights | Yes | For | No | |||||||||
Credit Suisse Group AG | CSGN | H3698D419 | 11/23/2022 | Management | 3.1 | Additional Voting Instructions - Shareholder Proposals (Voting) | Yes | Against | Yes | |||||||||
Credit Suisse Group AG | CSGN | H3698D419 | 11/23/2022 | Management | 3.2 | Additional Voting Instructions - Board of Directors Proposals (Voting) | Yes | Against | Yes | |||||||||
NAVER Corp. | 035420 | Y62579100 | 3/22/2023 | Management | 1 | Approve Financial Statements and Allocation of Income | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
NAVER Corp. | 035420 | Y62579100 | 3/22/2023 | Management | 2 | Elect Byeon Dae-gyu as Non-Independent Non-Executive Director | Yes | Against | Yes | |||||||||
NAVER Corp. | 035420 | Y62579100 | 3/22/2023 | Management | 3 | Approve Total Remuneration of Inside Directors and Outside Directors | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 1.1 | Accept Financial Statements and Statutory Reports | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 1.2 | Approve Remuneration Report | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 2 | Approve Allocation of Income and Dividends of CHF 2.60 per Share | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 3 | Approve Discharge of Board and Senior Management | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 4.1 | Approve Remuneration of Board of Directors in the Amount of CHF 3.6 Million from 2023 AGM Until 2024 AGM | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 4.2.1 | Approve Variable Cash-Based Remuneration of Executive Committee in the Amount of CHF 13.1 Million for Fiscal Year 2022 | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 4.2.2 | Approve Variable Share-Based Remuneration of Executive Committee in the Amount of CHF 13.1 Million for Fiscal Year 2023 | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 4.2.3 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 10.1 Million for Fiscal Year 2024 | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 5.1.1 | Reelect Romeo Lacher as Director | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 5.1.2 | Reelect Gilbert Achermann as Director | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 5.1.3 | Reelect Richard Campbell-Breeden as Director | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 5.1.4 | Reelect David Nicol as Director | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 5.1.5 | Reelect Kathryn Shih as Director | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 5.1.6 | Reelect Tomas Muina as Director | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 5.1.7 | Reelect Eunice Zehnder-Lai as Director | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 5.1.8 | Reelect Olga Zoutendijk as Director | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 5.2 | Elect Juerg Hunziker as Director | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 5.3 | Reelect Romeo Lacher as Board Chair | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 5.4.1 | Reappoint Gilbert Achermann as Member of the Nomination and Compensation Committee | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 5.4.2 | Reappoint Richard Campbell-Breeden as Member of the Nomination and Compensation Committee | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 5.4.3 | Reappoint Kathryn Shih as Member of the Nomination and Compensation Committee | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 5.4.4 | Reappoint Eunice Zehnder-Lai as Member of the Nomination and Compensation Committee | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 6 | Ratify KPMG AG as Auditors | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 7 | Designate Marc Nater as Independent Proxy | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 8 | Approve CHF 155,989.20 Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 9.1 | Amend Articles Re: Shares and Share Register | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 9.2 | Amend Articles Re: Restriction on Share Transferability | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 9.3 | Amend Articles Re: General Meetings (Incl. Approval of Hybrid Shareholder Meetings) | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 9.4 | Approve Virtual-Only Shareholder Meetings | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 9.5 | Amend Articles Re: Board of Directors; Compensation; External Mandates for Members of the Board of Directors and Executive Committee | Yes | For | No | |||||||||
Julius Baer Gruppe AG | BAER | H4414N103 | 4/13/2023 | Management | 10 | Transact Other Business (Voting) | Yes | Against | Yes | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 2.b | Adopt Financial Statements | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 2.c | Approve Dividends of EUR 0.36 Per Share | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 2.d | Approve Discharge of Directors | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 3.a | Approve Remuneration Report | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 3.b | Approve Plan to Grant Rights to Subscribe for Common Shares to Executive Directors under Equity Incentive Plans | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 4.a | Reelect Suzanne Heywood as Executive Director | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 4.b | Reelect Scott W. Wine as Executive Director | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 4.c | Reelect Howard W. Buffett as Non-Executive Director | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 4.d | Reelect Karen Linehan as Non-Executive Director | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 4.e | Reelect Alessandro Nasi as Non-Executive Director | Yes | Against | Yes | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 4.f | Reelect Vagn Sorensen as Non-Executive Director | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 4.g | Reelect Asa Tamsons as Non-Executive Director | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 4.h | Elect Elizabeth Bastoni as Non-Executive Director | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 4.i | Elect Richard J. Kramer as Non-Executive Director | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 5.a | Grant Board Authority to Issue Shares Up to 10 Percent of Issued Capital | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 5.b | Authorize Board to Exclude Preemptive Rights from Share Issuances | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 5.c | Grant Board Authority to Issue Special Voting Shares Up to 10 Percent of Issued Capital | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 5.d | Authorize Repurchase of Up to 10 Percent of Issued Capital | Yes | For | No | |||||||||
CNH Industrial NV | CNHI | N20944109 | 4/14/2023 | Management | 6 | Ratify Deloitte Accountants B.V. as Auditors | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 1 | Approve Financial Statements and Statutory Reports | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 2 | Approve Consolidated Financial Statements and Statutory Reports | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 3 | Approve Allocation of Income and Dividends of EUR 14 per Share | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 4 | Approve Compensation Report of Corporate Officers | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 5 | Approve Compensation of Francois-Henri Pinault, Chairman and CEO | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 6 | Approve Compensation of Jean-Francois Palus, Vice-CEO | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 7 | Approve Remuneration Policy of Executive Corporate Officers | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 8 | Approve Remuneration Policy of Directors | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 9 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 10 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 11 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 200 Million | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 12 | Authorize Capitalization of Reserves of Up to EUR 200 Million for Bonus Issue or Increase in Par Value | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 13 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 50 Million | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 14 | Approve Issuance of Equity or Equity-Linked Securities Reserved for Qualified Investors or Restricted Number of Investors, up to Aggregate Nominal Amount of EUR 50 Million | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 15 | Authorize Board to Set Issue Price for 5 Percent Per Year of Issued Capital Pursuant to Issue Authority without Preemptive Rights Under Items 13 and 14 | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 16 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 11, 13 and 14 | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 17 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 18 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 19 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees and Corporate Officers of International Subsidiaries | Yes | For | No | |||||||||
Kering SA | KER | F5433L103 | 4/27/2023 | Management | 20 | Authorize Filing of Required Documents/Other Formalities | Yes | For | No | |||||||||
Bayer AG | BAYN | D0712D163 | 4/28/2023 | Management | 1 | Receive Financial Statements and Statutory Reports; Approve Allocation of Income and Dividends of EUR 2.40 per Share for Fiscal Year 2022 | Yes | For | No | |||||||||
Bayer AG | BAYN | D0712D163 | 4/28/2023 | Management | 2 | Approve Discharge of Management Board for Fiscal Year 2022 | Yes | For | No | |||||||||
Bayer AG | BAYN | D0712D163 | 4/28/2023 | Management | 3 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Yes | For | No | |||||||||
Bayer AG | BAYN | D0712D163 | 4/28/2023 | Management | 4.1 | Elect Norbert Winkeljohann to the Supervisory Board | Yes | For | No | |||||||||
Bayer AG | BAYN | D0712D163 | 4/28/2023 | Management | 4.2 | Elect Kimberly Mathisen to the Supervisory Board | Yes | For | No | |||||||||
Bayer AG | BAYN | D0712D163 | 4/28/2023 | Management | 5 | Approve Remuneration Report | Yes | For | No | |||||||||
Bayer AG | BAYN | D0712D163 | 4/28/2023 | Management | 6 | Approve Virtual-Only Shareholder Meetings Until 2025 | Yes | For | No | |||||||||
Bayer AG | BAYN | D0712D163 | 4/28/2023 | Management | 7 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
Bayer AG | BAYN | D0712D163 | 4/28/2023 | Management | 8 | Ratify Deloitte GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Reports for the First Half of Fiscal Year 2023 | Yes | For | No | |||||||||
Bayer AG | BAYN | D0712D163 | 4/28/2023 | Management | 9 | Voting Instructions for Motions or Nominations by Shareholders that are not Made Accessible Before the AGM and that are Made or Amended in the Course of the AGM | Yes | Against | No | |||||||||
Mercedes-Benz Group AG | MBG | D1668R123 | 5/3/2023 | Management | 2 | Approve Allocation of Income and Dividends of EUR 5.20 per Share | Yes | For | No | |||||||||
Mercedes-Benz Group AG | MBG | D1668R123 | 5/3/2023 | Management | 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Yes | For | No | |||||||||
Mercedes-Benz Group AG | MBG | D1668R123 | 5/3/2023 | Management | 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Yes | For | No | |||||||||
Mercedes-Benz Group AG | MBG | D1668R123 | 5/3/2023 | Management | 5.1 | Ratify KPMG AG as Auditors for Fiscal Year 2023 | Yes | For | No | |||||||||
Mercedes-Benz Group AG | MBG | D1668R123 | 5/3/2023 | Management | 5.2 | Ratify PricewaterhouseCoopers GmbH as Auditors for the 2024 Interim Financial Statements until the 2024 AGM | Yes | For | No | |||||||||
Mercedes-Benz Group AG | MBG | D1668R123 | 5/3/2023 | Management | 5.3 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2024 and for the Review of Interim Financial Statements after the 2024 AGM | Yes | For | No | |||||||||
Mercedes-Benz Group AG | MBG | D1668R123 | 5/3/2023 | Management | 6 | Elect Stefan Pierer to the Supervisory Board | Yes | For | No | |||||||||
Mercedes-Benz Group AG | MBG | D1668R123 | 5/3/2023 | Management | 7 | Approve Remuneration of Supervisory Board | Yes | For | No | |||||||||
Mercedes-Benz Group AG | MBG | D1668R123 | 5/3/2023 | Management | 8 | Approve Remuneration Policy | Yes | For | No | |||||||||
Mercedes-Benz Group AG | MBG | D1668R123 | 5/3/2023 | Management | 9 | Approve Remuneration Report | Yes | For | No | |||||||||
Mercedes-Benz Group AG | MBG | D1668R123 | 5/3/2023 | Management | 10 | Approve Creation of EUR 1 Billion Pool of Authorized Capital with or without Exclusion of Preemptive Rights | Yes | For | No | |||||||||
Mercedes-Benz Group AG | MBG | D1668R123 | 5/3/2023 | Management | 11 | Approve Virtual-Only Shareholder Meetings Until 2025 | Yes | For | No | |||||||||
Mercedes-Benz Group AG | MBG | D1668R123 | 5/3/2023 | Management | 12 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 2 | Approve Allocation of Income and Dividends of EUR 11.40 per Share | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 3.1 | Approve Discharge of Management Board Member Oliver Baete for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 3.2 | Approve Discharge of Management Board Member Sergio Balbinot for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 3.3 | Approve Discharge of Management Board Member Sirma Boshnakova for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 3.4 | Approve Discharge of Management Board Member Barbara Karuth-Zelle for Fiscal Year 2022 | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 3.5 | Approve Discharge of Management Board Member Klaus-Peter Roehler for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 3.6 | Approve Discharge of Management Board Member Ivan de la Sota for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 3.7 | Approve Discharge of Management Board Member Giulio Terzariol for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 3.8 | Approve Discharge of Management Board Member Guenther Thallinger for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 3.9 | Approve Discharge of Management Board Member Christopher Townsend for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 3.10 | Approve Discharge of Management Board Member Renate Wagner for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 3.11 | Approve Discharge of Management Board Member Andreas Wimmer for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 4.1 | Approve Discharge of Supervisory Board Member Michael Diekmann for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 4.2 | Approve Discharge of Supervisory Board Member Gabriele Burkhardt-Berg for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 4.3 | Approve Discharge of Supervisory Board Member Herbert Hainer for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 4.4 | Approve Discharge of Supervisory Board Member Sophie Boissard for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 4.5 | Approve Discharge of Supervisory Board Member Christine Bosse for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 4.6 | Approve Discharge of Supervisory Board Member Rashmy Chatterjee for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 4.7 | Approve Discharge of Supervisory Board Member Friedrich Eichiner for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 4.8 | Approve Discharge of Supervisory Board Member Jean-Claude Le Goaer for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 4.9 | Approve Discharge of Supervisory Board Member Martina Grundler for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 4.10 | Approve Discharge of Supervisory Board Member Godfrey Hayward for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 4.11 | Approve Discharge of Supervisory Board Member Frank Kirsch for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 4.12 | Approve Discharge of Supervisory Board Member Juergen Lawrenz for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 4.13 | Approve Discharge of Supervisory Board Member Primiano Di Paolo for Fiscal Year 2022 | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 4.14 | Approve Discharge of Supervisory Board Member Jim Hagemann Snabe for Fiscal Year 2022 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for the First Half of Fiscal Year 2023 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 6 | Approve Remuneration Report | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 7 | Approve Remuneration of Supervisory Board | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 8 | Approve Virtual-Only Shareholder Meetings Until 2025 | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 9 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Yes | For | No | |||||||||
Allianz SE | ALV | D03080112 | 5/4/2023 | Management | 10 | Amend Article Re: Location of Annual Meeting | Yes | For | No | |||||||||
SAP SE | SAP | D66992104 | 5/11/2023 | Management | 2 | Approve Allocation of Income and Dividends of EUR 2.05 per Share | Yes | For | No | |||||||||
SAP SE | SAP | D66992104 | 5/11/2023 | Management | 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Yes | For | No | |||||||||
SAP SE | SAP | D66992104 | 5/11/2023 | Management | 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Yes | For | No | |||||||||
SAP SE | SAP | D66992104 | 5/11/2023 | Management | 5 | Approve Remuneration Report | Yes | For | No | |||||||||
SAP SE | SAP | D66992104 | 5/11/2023 | Management | 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Yes | For | No | |||||||||
SAP SE | SAP | D66992104 | 5/11/2023 | Management | 7 | Authorize Use of Financial Derivatives when Repurchasing Shares | Yes | For | No | |||||||||
SAP SE | SAP | D66992104 | 5/11/2023 | Management | 8.1 | Elect Jennifer Xin-Zhe Li to the Supervisory Board | Yes | For | No | |||||||||
SAP SE | SAP | D66992104 | 5/11/2023 | Management | 8.2 | Elect Qi Lu to the Supervisory Board | Yes | For | No | |||||||||
SAP SE | SAP | D66992104 | 5/11/2023 | Management | 8.3 | Elect Punit Renjen to the Supervisory Board | Yes | For | No | |||||||||
SAP SE | SAP | D66992104 | 5/11/2023 | Management | 9 | Approve Remuneration Policy for the Management Board | Yes | For | No | |||||||||
SAP SE | SAP | D66992104 | 5/11/2023 | Management | 10 | Approve Remuneration Policy for the Supervisory Board | Yes | For | No | |||||||||
SAP SE | SAP | D66992104 | 5/11/2023 | Management | 11.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Yes | For | No | |||||||||
SAP SE | SAP | D66992104 | 5/11/2023 | Management | 11.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 1 | Approve Financial Statements and Statutory Reports | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 2 | Approve Consolidated Financial Statements and Statutory Reports | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 3 | Approve Allocation of Income and Dividends of EUR 3.90 per Share | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 4 | Approve Auditors’ Special Report on Related-Party Transactions | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 5 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 6 | Reelect Jean Lemierre as Director | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 7 | Reelect Jacques Aschenbroich as Director | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 8 | Reelect Monique Cohen as Director | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 9 | Reelect Daniela Schwarzer as Director | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 10 | Approve Remuneration Policy of Directors | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 11 | Approve Remuneration Policy of Chairman of the Board | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 12 | Approve Remuneration Policy of CEO and Vice-CEOs | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 13 | Approve Compensation Report of Corporate Officers | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 14 | Approve Compensation of Jean Lemierre, Chairman of the Board | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 15 | Approve Compensation of Jean-Laurent Bonnafe, CEO | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 16 | Approve Compensation of Yann Gerardin, Vice-CEO | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 17 | Approve Compensation of Thierry Laborde, Vice-CEO | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 18 | Approve the Overall Envelope of Compensation of Certain Senior Management, Responsible Officers and the Risk-takers | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 19 | Approve Issuance of Super-Subordinated Contigent Convertible Bonds without Preemptive Rights for Private Placements, up to 10 Percent of Issued Capital | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 20 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 21 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 22 | Amend Article 14 of Bylaws Re: Age Limit of Chairman of the Board | Yes | For | No | |||||||||
BNP Paribas SA | BNP | F1058Q238 | 5/16/2023 | Management | 23 | Authorize Filing of Required Documents/Other Formalities | Yes | For | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 5/17/2023 | Management | 1 | Accept Financial Statements and Statutory Reports for Fiscal Year 2022 | Yes | For | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 5/17/2023 | Management | 2 | Approve Allocation of Income and Dividends of EUR 0.92 per Share | Yes | For | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 5/17/2023 | Management | 3 | Approve Discharge of Personally Liable Partner for Fiscal Year 2022 | Yes | For | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 5/17/2023 | Management | 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Yes | For | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 5/17/2023 | Management | 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements | Yes | For | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 5/17/2023 | Management | 6 | Approve Remuneration Report | Yes | For | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 5/17/2023 | Management | 7 | Approve Remuneration Policy | Yes | For | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 5/17/2023 | Management | 8 | Approve Virtual-Only Shareholder Meetings Until 2025 | Yes | For | No | |||||||||
Fresenius SE & Co. KGaA | FRE | D27348263 | 5/17/2023 | Management | 9 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 1 | Accept Financial Statements and Statutory Reports | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 2 | Elect Cathy Turner as Director | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 3 | Elect Scott Wheway as Director | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 4 | Re-elect Robin Budenberg as Director | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 5 | Re-elect Charlie Nunn as Director | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 6 | Re-elect William Chalmers as Director | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 7 | Re-elect Alan Dickinson as Director | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 8 | Re-elect Sarah Legg as Director | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 9 | Re-elect Lord Lupton as Director | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 10 | Re-elect Amanda Mackenzie as Director | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 11 | Re-elect Harmeen Mehta as Director | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 12 | Re-elect Catherine Woods as Director | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 13 | Approve Remuneration Policy | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 14 | Approve Remuneration Report | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 15 | Approve Final Dividend | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 16 | Reappoint Deloitte LLP as Auditors | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 17 | Authorise the Audit Committee to Fix Remuneration of Auditors | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 18 | Approve Long-Term Incentive Plan | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 19 | Authorise UK Political Donations and Expenditure | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 20 | Authorise Issue of Equity | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 21 | Authorise Issue of Equity in Relation to the Issue of Regulatory Capital Convertible Instruments | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 22 | Authorise Issue of Equity without Pre-emptive Rights | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 23 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 24 | Authorise Issue of Equity without Pre-Emptive Rights in Relation to the Issue of Regulatory Capital Convertible Instruments | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 25 | Authorise Market Purchase of Ordinary Shares | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 26 | Authorise Market Purchase of Preference Shares | Yes | For | No | |||||||||
Lloyds Banking Group Plc | LLOY | G5533W248 | 5/18/2023 | Management | 27 | Authorise the Company to Call General Meeting with Two Weeks’ Notice | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 1 | Accept Financial Statements and Statutory Reports | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 2 | Approve Reduction of Capital Contribution Reserves | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 3 | Re-elect Kalidas Madhavpeddi as Director | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 4 | Re-elect Gary Nagle as Director | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 5 | Re-elect Peter Coates as Director | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 6 | Re-elect Martin Gilbert as Director | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 7 | Re-elect Gill Marcus as Director | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 8 | Re-elect Cynthia Carroll as Director | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 9 | Re-elect David Wormsley as Director | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 10 | Elect Liz Hewitt as Director | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 11 | Reappoint Deloitte LLP as Auditors | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 12 | Authorise the Audit Committee to Fix Remuneration of Auditors | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 13 | Approve 2022 Climate Report | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 14 | Approve Remuneration Report | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 15 | Authorise Issue of Equity | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 16 | Authorise Issue of Equity without Pre-emptive Rights | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Management | 18 | Authorise Market Purchase of Ordinary Shares | Yes | For | No | |||||||||
Glencore Plc | GLEN | G39420107 | 5/26/2023 | Shareholder | 19 | Resolution in Respect of the Next Climate Action Transition Plan | Yes | Against | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 2.b | Approve Remuneration Report | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 2.c | Adopt Financial Statements and Statutory Reports | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 2.e | Approve Dividends | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 3.a | Ratify Deloitte Accountants B.V. as Auditors | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 3.b | Amend Remuneration Policy | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 4.a | Approve Discharge of Executive Director | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 4.b | Approve Discharge of Non-Executive Directors | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 5.a | Reelect John Elkann as Executive Director | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 6.a | Elect Nitin Nohria as Non-Executive Director | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 6.b | Elect Sandra Dembeck as Non-Executive Director | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 6.c | Elect Tiberto Ruy Brandolini d’Adda as Non-Executive Director | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 6.d | Reelect Marc Bolland as Non-Executive Director | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 6.e | Reelect Melissa Bethell as Non-Executive Director | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 6.f | Reelect Laurence Debroux as Non-Executive Director | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 6.g | Reelect Axel Dumas as Non-Executive Director | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 6.h | Reelect Ginevra Elkann as Non-Executive Director | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 6.i | Reelect Alessandro Nasi as Non-Executive Director | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 7.a | Authorize Repurchase of Shares | Yes | For | No | |||||||||
EXOR NV | EXO | N3140A107 | 5/31/2023 | Management | 7.b | Approve Cancellation of Repurchased Shares | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 1 | Approve Financial Statements and Statutory Reports | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 2 | Approve Consolidated Financial Statements and Statutory Reports | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 3 | Approve Allocation of Income and Absence of Dividends | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 4 | Approve Auditors’ Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 5 | Reelect Bernard Bourigeaud as Director | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 6 | Reelect Gilles Grapinet as Director | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 7 | Reelect Gilles Arditti as Director | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 8 | Reelect Aldo Cardoso as Director | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 9 | Reelect Giulia Fitzpatrick as Director | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 10 | Reelect Thierry Sommelet as Director | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 11 | Approve Compensation Report of Corporate Officers | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 12 | Approve Compensation of Bernard Bourigeaud, Chairman of the Board | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 13 | Approve Compensation of Gilles Grapinet, CEO | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 14 | Approve Compensation of Marc-Henri Desportes, Vice-CEO | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 15 | Approve Remuneration Policy of Chairman of the Board | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 16 | Approve Remuneration Policy of CEO | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 17 | Approve Remuneration Policy of Vice-CEO | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 18 | Approve Remuneration Policy of Non-Executive Directors | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 19 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 20 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 21 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights Up to 50 Percent of Issued Capital | Yes | For | �� | No | ||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 22 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights With a Binding Priority Right Up to 10 Percent of Issued Capital | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 23 | Approve Issuance of Equity or Equity-Linked Securities for Up to 10 Percent of Issued Capital Per Year for Private Placements | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 24 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 21-23 | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 25 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 26 | Authorize Capitalization of Reserves of Up to EUR 500 Million for Bonus Issue or Increase in Par Value | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 27 | Approve Issuance of Equity or Equity-Linked Securities Reserved for Specific Beneficiaries, up to Aggregate Nominal Amount of EUR 270,000 | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 28 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 29 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees and Corporate Officers of International Subsidiaries | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 30 | Authorize up to 2 Percent of Issued Capital for Use in Stock Option Plans | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 31 | Authorize up to 0.7 Percent of Issued Capital for Use in Restricted Stock Plans With Performance Conditions Attached | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 32 | Amend Article 19 of Bylaws Re: Age Limit of Chairman of the Board | Yes | For | No | |||||||||
Worldline SA | WLN | F9867T103 | 6/8/2023 | Management | 33 | Authorize Filing of Required Documents/Other Formalities | Yes | For | No | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 6/20/2023 | Management | 1 | Approve Consolidated and Standalone Financial Statements | Yes | For | No | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 6/20/2023 | Management | 2 | Approve Non-Financial Information Statement | Yes | For | No | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 6/20/2023 | Management | 3 | Advisory Vote on Remuneration Report | Yes | For | No | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 6/20/2023 | Management | 4 | Approve Allocation of Income and Dividends | Yes | For | No | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 6/20/2023 | Management | 5 | Approve Discharge of Board | Yes | For | No | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 6/20/2023 | Management | 6.1 | Elect Frits Dirk van Paasschen as Director | Yes | For | No | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 6/20/2023 | Management | 6.2 | Reelect William Connelly as Director | Yes | For | No | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 6/20/2023 | Management | 6.3 | Reelect Luis Maroto Camino as Director | Yes | For | No | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 6/20/2023 | Management | 6.4 | Reelect Pilar Garcia Ceballos-Zuniga as Director | Yes | For | No | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 6/20/2023 | Management | 6.5 | Reelect Stephan Gemkow as Director | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 6/20/2023 | Management | 6.6 | Reelect Peter Kuerpick as Director | Yes | For | No | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 6/20/2023 | Management | 6.7 | Reelect Xiaoqun Clever as Director | Yes | For | No | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 6/20/2023 | Management | 7 | Approve Remuneration of Directors | Yes | For | No | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 6/20/2023 | Management | 8 | Authorize Board to Ratify and Execute Approved Resolutions | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 2 | Approve Allocation of Income and Dividends of EUR 1.30 per Share | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 3.1 | Approve Discharge of Management Board Member Martin Daum for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 3.2 | Approve Discharge of Management Board Member Jochen Goetz for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 3.3 | Approve Discharge of Management Board Member Karl Deppen for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 3.4 | Approve Discharge of Management Board Member Andreas Gorbach for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 3.5 | Approve Discharge of Management Board Member Juergen Hartwig for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 3.6 | Approve Discharge of Management Board Member John O’Leary for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 3.7 | Approve Discharge of Management Board Member Karin Radstroem for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 3.8 | Approve Discharge of Management Board Member Stephan Unger for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.1 | Approve Discharge of Supervisory Board Member Joe Kaeser for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.2 | Approve Discharge of Supervisory Board Member Michael Brecht for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.3 | Approve Discharge of Supervisory Board Member Michael Brosnan for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.4 | Approve Discharge of Supervisory Board Member Bruno Buschbacher for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.5 | Approve Discharge of Supervisory Board Member Raymond Curry (from Nov. 22, 2022) for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.6 | Approve Discharge of Supervisory Board Member Harald Dorn (until Nov. 22, 2022) for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.7 | Approve Discharge of Supervisory Board Member Jacques Esculier for Fiscal Year 2022 | Yes | For | No |
Issuer Name | Ticker | Primary | Shareholder | Proponent | Proposal | Brief Description of the | Did Firm | How Did | Was the | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.8 | Approve Discharge of Supervisory Board Member Akihiro Eto for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.9 | Approve Discharge of Supervisory Board Member Laura Ipsen for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.10 | Approve Discharge of Supervisory Board Member Renata Bruengger for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.11 | Approve Discharge of Supervisory Board Member Carmen Klitzsch-Mueller for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.12 | Approve Discharge of Supervisory Board Member Joerg Koehlinger for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.13 | Approve Discharge of Supervisory Board Member John Krafcik for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.14 | Approve Discharge of Supervisory Board Member Joerg Lorz for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.15 | Approve Discharge of Supervisory Board Member Claudia Peter (until Nov. 22, 2022) for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.16 | Approve Discharge of Supervisory Board Member Andrea Reith for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.17 | Approve Discharge of Supervisory Board Member Martin Richenhagen for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.18 | Approve Discharge of Supervisory Board Member Andrea Seidel (from Nov. 22, 2022) for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.19 | Approve Discharge of Supervisory Board Member Marie Wieck for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.20 | Approve Discharge of Supervisory Board Member Harald Wilhelm for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.21 | Approve Discharge of Supervisory Board Member Roman Zitzelsberger for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 4.22 | Approve Discharge of Supervisory Board Member Thomas Zwick for Fiscal Year 2022 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 5.1 | Ratify KPMG AG as Auditors for Fiscal Year 2023 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 5.2 | Ratify KPMG AG as Auditors for a Review of Interim Financial Statements for Fiscal Year 2024 until the Next AGM | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 6 | Approve Remuneration Policy | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 7 | Approve Remuneration Report | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 8.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Yes | For | No | |||||||||
Daimler Truck Holding AG | DTG | D1T3RZ100 | 6/21/2023 | Management | 8.2 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Yes | For | No |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Notes | ||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 02-Aug-22 | Management | 1 | Discuss Financial Statements and the Report of the Board | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 02-Aug-22 | Management | 2 | Reappoint Ziv Haft & Co. and Somekh Chaikin as Joint Auditors and Authorize Board to Fix Their Remuneration | For | For | Yes | |||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 02-Aug-22 | Management | 3.1 | Elect Danny Yamin as External Director | For | For | Yes | |||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 02-Aug-22 | Management | 3.2 | Elect Guy Richker as External Director | For | Abstain | Yes | |||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 02-Aug-22 | Management | 4 | Approve Amended Compensation Policy for the Directors and Officers of the Company | For | For | Yes | |||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 02-Aug-22 | Management | 5 | Approve Update Employment Terms of Shaul Kobrinsky, Chairman and Amend Compensation Policy for the Directors and Officers of the Company Accordingly | For | For | Yes | |||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 02-Aug-22 | Management | A | 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 | None | Against | Yes | |||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 02-Aug-22 | Management | B1 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | None | Against | Yes | |||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 02-Aug-22 | Management | B2 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | None | Against | Yes | |||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 02-Aug-22 | Management | B3 | 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. | None | Against | Yes | |||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 1.1 | Elect Director Ayman Antoun | For | For | Yes | |||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 1.2 | Elect Director Margaret S. (Peg) Billson | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Notes | ||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 1.3 | Elect Director Elise Eberwein | For | For | Yes | |||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 1.4 | Elect Director Michael M. Fortier | For | For | Yes | |||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 1.5 | Elect Director Marianne Harrison | For | For | Yes | |||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 1.6 | Elect Director Alan N. MacGibbon | For | For | Yes | |||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 1.7 | Elect Director Mary Lou Maher | For | For | Yes | |||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 1.8 | Elect Director Francois Olivier | For | For | Yes | |||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 1.9 | Elect Director Marc Parent | For | For | Yes | |||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 1.10 | Elect Director David G. Perkins | For | For | Yes | |||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 1.11 | Elect Director Michael E. Roach | For | For | Yes | |||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 1.12 | Elect Director Patrick M. Shanahan | For | For | Yes | |||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 1.13 | Elect Director Andrew J. Stevens | For | For | Yes | |||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | For | For | Yes | |||||||||||
CAE Inc. | CAE | 124765108 | 10-Aug-22 | Management | 3 | Advisory Vote on Executive Compensation Approach | For | For | Yes | |||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 28-Feb-23 | Management | 1 | Approve Compensation Policy for the Directors and Officers of the Company | For | For | Yes | |||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 28-Feb-23 | Management | A | 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 | None | Against | Yes | |||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 28-Feb-23 | Management | B1 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | None | Against | Yes | |||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 28-Feb-23 | Management | B2 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | None | Against | Yes | |||||||||||
Israel Discount Bank Ltd. | DSCT | 465074201 | 28-Feb-23 | Management | B3 | 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. | None | Against | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Notes | ||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 1 | Receive Report of Board | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 2 | Accept Financial Statements and Statutory Reports; Approve Discharge of Management and Board | For | For | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 3 | Approve Allocation of Income and Dividends of DKK 27 Per Share | For | For | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 4 | Approve Remuneration Report (Advisory Vote) | For | For | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 5.A | Amend Remuneration Policy | For | For | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 5.B | 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 | For | For | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 5.C | Approve DKK 90 Million Reduction in Share Capital via Share Cancellation | For | For | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Shareholder | 5.D | Report on Efforts and Risks Related to Human Rights | Against | Against | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 6.a | Reelect Henrik Poulsen as New Director | For | For | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 6.b | Reelect Majken Schultz as New Director | For | For | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 6.c | Reelect Mikael Aro as Director | For | For | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 6.d | Reelect Magdi Batato as Director | For | For | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 6.e | Reelect Lilian Fossum Biner as Director | For | For | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 6.f | Reelect Richard Burrows as Director | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Notes | ||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 6.g | Reelect Punita Lal as Director | For | For | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 6.h | Reelect Soren-Peter Fuchs Olesen as Director | For | For | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 7 | Ratify PricewaterhouseCoopers as Auditors | For | For | Yes | |||||||||||
Carlsberg A/S | CARL.B | K36628137 | 13-Mar-23 | Management | 8 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | For | For | Yes | |||||||||||
EDP-Energias de Portugal SA | EDP | X67925119 | 12-Apr-23 | Management | 1.1 | Approve Individual and Consolidated Financial Statements and Statutory Reports | For | For | Yes | |||||||||||
EDP-Energias de Portugal SA | EDP | X67925119 | 12-Apr-23 | Management | 1.2 | Approve Remuneration Report | For | For | Yes | |||||||||||
EDP-Energias de Portugal SA | EDP | X67925119 | 12-Apr-23 | Management | 1.3 | Approve 2030 Climate Change Commitment | For | For | Yes | |||||||||||
EDP-Energias de Portugal SA | EDP | X67925119 | 12-Apr-23 | Management | 2.1 | Approve Allocation of Income | For | For | Yes | |||||||||||
EDP-Energias de Portugal SA | EDP | X67925119 | 12-Apr-23 | Management | 2.2 | Approve Dividends | For | For | Yes | |||||||||||
EDP-Energias de Portugal SA | EDP | X67925119 | 12-Apr-23 | Management | 3.1 | Appraise Management of Company and Approve Vote of Confidence to Management Board | For | For | Yes | |||||||||||
EDP-Energias de Portugal SA | EDP | X67925119 | 12-Apr-23 | Management | 3.2 | Appraise Supervision of Company and Approve Vote of Confidence to Supervisory Board | For | For | Yes | |||||||||||
EDP-Energias de Portugal SA | EDP | X67925119 | 12-Apr-23 | Management | 3.3 | Appraise Work Performed by Statutory Auditor and Approve Vote of Confidence to Statutory Auditor | For | For | Yes | |||||||||||
EDP-Energias de Portugal SA | EDP | X67925119 | 12-Apr-23 | Management | 4 | Authorize Repurchase and Reissuance of Shares | For | For | Yes | |||||||||||
EDP-Energias de Portugal SA | EDP | X67925119 | 12-Apr-23 | Management | 5 | Authorize Repurchase and Reissuance of Repurchased Debt Instruments | For | For | Yes | |||||||||||
EDP-Energias de Portugal SA | EDP | X67925119 | 12-Apr-23 | Management | 6 | Approve the Renewal of the Authorization Granted to the Executive Board of Directors to Increase the Share Capital | For | For | Yes | |||||||||||
EDP-Energias de Portugal SA | EDP | X67925119 | 12-Apr-23 | Management | 7 | Eliminate Preemptive Rights | For | For | Yes | |||||||||||
EDP-Energias de Portugal SA | EDP | X67925119 | 12-Apr-23 | Shareholder | 8 | Elect Pedro Collares Pereira de Vasconcelos as Executive Director for 2021-2023 Term | None | For | Yes | |||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 1 | Receive Report of Board | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 2 | Accept Financial Statements and Statutory Reports | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Notes | ||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 3 | Approve Allocation of Income and Omission of Dividends | For | For | Yes | |||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 4 | Approve Remuneration Report (Advisory Vote) | For | For | Yes | |||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 5 | Approve Remuneration of Directors in the Amount of DKK 1.4 Million for Chairman, DKK 910,350 for Vice Chairman and DKK 455,175 for Other Directors; Approve Remuneration for Committee Work | For | For | Yes | |||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 6.a | Reelect Anders Runevad as Director | For | For | Yes | |||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 6.b | Reelect Bruce Grant as Director | For | For | Yes | |||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 6.c | Reelect Eva Merete Sofelde Berneke as Director | For | For | Yes | |||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 6.d | Reelect Helle Thorning-Schmidt as Director | For | For | Yes | |||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 6.e | Reelect Karl-Henrik Sundstrom as Director | For | For | Yes | |||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 6.f | Reelect Kentaro Hosomi as Director | For | For | Yes | |||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 6.g | Reelect Lena Olving as Director | For | For | Yes | |||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 7 | Ratify PricewaterhouseCoopers as Auditor | For | For | Yes | |||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 8.1 | Authorize Share Repurchase Program | For | For | Yes | |||||||||||
Vestas Wind Systems A/S | VWS | K9773J201 | 12-Apr-23 | Management | 9 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | For | For | Yes | |||||||||||
Vestas Wind Systems A/S | VWS | �� | K9773J201 | 12-Apr-23 | Management | 10 | Other Business | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 2 | Approve Allocation of Income and Dividends of EUR 1.50 per Share | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 3.1 | Approve Discharge of Management Board Member Nikolai Setzer for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 3.2 | Approve Discharge of Management Board Member Katja Duerrfeld for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 3.3 | Approve Discharge of Management Board Member Christian Koetz for Fiscal Year 2022 | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Notes | ||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 3.4 | Approve Discharge of Management Board Member Philip Nelles for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 3.5 | Approve Discharge of Management Board Member Ariane Reinhart for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.1 | Approve Discharge of Supervisory Board Member Wolfgang Reitzle for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.2 | Approve Discharge of Supervisory Board Member Christiane Benner for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.3 | Approve Discharge of Supervisory Board Member Hasan Allak for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.4 | Approve Discharge of Supervisory Board Member Dorothea von Boxberg for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.5 | Approve Discharge of Supervisory Board Member Stefan Buchner for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.6 | Approve Discharge of Supervisory Board Member Gunter Dunkel for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.7 | Approve Discharge of Supervisory Board Member Francesco Grioli for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.8 | Approve Discharge of Supervisory Board Member Michael Iglhaut for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.9 | Approve Discharge of Supervisory Board Member Satish Khatu for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.10 | Approve Discharge of Supervisory Board Member Isabel Knauf for Fiscal Year 2022 | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Notes | ||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.11 | Approve Discharge of Supervisory Board Member Carmen Loeffler for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.12 | Approve Discharge of Supervisory Board Member Sabine Neuss for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.13 | Approve Discharge of Supervisory Board Member Rolf Nonnenmacher for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.14 | Approve Discharge of Supervisory Board Member Dirk Nordmann for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.15 | Approve Discharge of Supervisory Board Member Lorenz Pfau for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.16 | Approve Discharge of Supervisory Board Member Klaus Rosenfeld for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.17 | Approve Discharge of Supervisory Board Member Georg Schaeffler for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.18 | Approve Discharge of Supervisory Board Member Maria-Elisabeth Schaeffler-Thumann for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.19 | Approve Discharge of Supervisory Board Member Joerg Schoenfelder for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.20 | Approve Discharge of Supervisory Board Member Stefan Scholz for Fiscal Year 2022 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 4.21 | Approve Discharge of Supervisory Board Member Elke Volkmann for Fiscal Year 2022 | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Notes | ||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for Fiscal Year 2023 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 6 | Approve Remuneration Report | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 7 | Approve Virtual-Only Shareholder Meetings Until 2026 | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 8 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 9 | Amend Articles Re: General Meeting Chair and Procedure | For | For | Yes | |||||||||||
Continental AG | CON | D16212140 | 27-Apr-23 | Management | 10 | Amend Affiliation Agreement with Continental Automotive GmbH | For | For | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 04-May-23 | Management | 1 | Reelect Yoav Chelouche as Recommended Independent Director by Committee and External Director | For | For | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 04-May-23 | Management | 2 | Elect Ornit Kravitz as Independent Director | For | For | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 04-May-23 | Management | 3 | Elect Jonathan Kolodny as Independent Director | For | For | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 04-May-23 | Management | 4 | Approve Retention Plan of Ittai Ben Zeev, CEO | For | For | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 04-May-23 | Management | A | 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 | None | Against | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 04-May-23 | Management | B1 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | None | Against | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 04-May-23 | Management | B2 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | None | Against | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 04-May-23 | Management | B3 | 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. | None | Against | Yes | |||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 1 | Open Meeting | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 2 | Receive Annual Report | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 3 | Approve Remuneration Report | For | Against | Yes | |||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 4 | Adopt Financial Statements | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Notes | ||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 5.a | Receive Explanation on Company’s Dividend Policy | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 5.b | Approve Dividends | For | For | Yes | |||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 6.a | Approve Discharge of Executive Directors | For | For | Yes | |||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 6.b | Approve Discharge of Non-Executive Directors | For | For | Yes | |||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 7.a | Reelect Lucian Grainge as Executive Director | For | For | Yes | |||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 7.b | Approve Supplement to the Company’s Remuneration Policy in Respect of Lucian Grainge | For | Against | Yes | |||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 8.a | Reelect Sherry Lansing as Non-Executive Director | For | For | Yes | |||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 8.b | Reelect Anna Jones as Non-Executive Director | For | For | Yes | |||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 8.c | Reelect Luc van Os as Non-Executive Director | For | Against | Yes | |||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 8.d | Elect Haim Saban as Non-Executive Director | For | For | Yes | |||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 9 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | For | For | Yes | |||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 10 | Ratify Auditors | For | For | Yes | |||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 11 | Other Business (Non-Voting) | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Universal Music Group NV | UMG | N90313102 | 11-May-23 | Management | 12 | Close Meeting | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
HENSOLDT AG | HAG | D3R14P109 | 12-May-23 | Management | 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
HENSOLDT AG | HAG | D3R14P109 | 12-May-23 | Management | 2 | Approve Allocation of Income and Dividends of EUR 0.30 per Share | For | For | Yes | |||||||||||
HENSOLDT AG | HAG | D3R14P109 | 12-May-23 | Management | 3 | Approve Discharge of Management Board for Fiscal Year 2022 | For | For | Yes | |||||||||||
HENSOLDT AG | HAG | D3R14P109 | 12-May-23 | Management | 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | For | For | Yes | |||||||||||
HENSOLDT AG | HAG | D3R14P109 | 12-May-23 | Management | 5 | Ratify KPMG AG as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements for Fiscal Year 2023 | For | For | Yes | |||||||||||
HENSOLDT AG | HAG | D3R14P109 | 12-May-23 | Management | 6 | Approve Remuneration Report | For | Against | Yes | |||||||||||
HENSOLDT AG | HAG | D3R14P109 | 12-May-23 | Management | 7 | Approve Remuneration Policy | For | Against | Yes | |||||||||||
HENSOLDT AG | HAG | D3R14P109 | 12-May-23 | Management | 8 | Elect Marco Fuchs to the Supervisory Board | For | For | Yes | |||||||||||
HENSOLDT AG | HAG | D3R14P109 | 12-May-23 | Management | 9 | Approve Virtual-Only Shareholder Meetings Until 2025 | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Notes | ||||||||||
HENSOLDT AG | HAG | D3R14P109 | 12-May-23 | Management | 10 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | For | For | Yes | |||||||||||
CTS Eventim AG & Co. KGaA | EVD | D1648T108 | 16-May-23 | Management | 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
CTS Eventim AG & Co. KGaA | EVD | D1648T108 | 16-May-23 | Management | 2 | Accept Financial Statements and Statutory Reports for Fiscal Year 2022 | For | For | Yes | |||||||||||
CTS Eventim AG & Co. KGaA | EVD | D1648T108 | 16-May-23 | Management | 3 | Approve Allocation of Income and Dividends of EUR 1.06 per Share | For | For | Yes | |||||||||||
CTS Eventim AG & Co. KGaA | EVD | D1648T108 | 16-May-23 | Management | 4 | Approve Discharge of Personally Liable Partner for Fiscal Year 2022 | For | For | Yes | |||||||||||
CTS Eventim AG & Co. KGaA | EVD | D1648T108 | 16-May-23 | Management | 5 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | For | For | Yes | |||||||||||
CTS Eventim AG & Co. KGaA | EVD | D1648T108 | 16-May-23 | Management | 6 | Ratify KPMG AG as Auditors for Fiscal Year 2023 | For | For | Yes | |||||||||||
CTS Eventim AG & Co. KGaA | EVD | D1648T108 | 16-May-23 | Management | 7 | Approve Virtual-Only Shareholder Meetings Until 2028 | For | For | Yes | |||||||||||
CTS Eventim AG & Co. KGaA | EVD | D1648T108 | 16-May-23 | Management | 8 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | For | For | Yes | |||||||||||
CTS Eventim AG & Co. KGaA | EVD | D1648T108 | 16-May-23 | Management | 9 | Amend Articles Re: Electronic Communication; Absentee Vote | For | For | Yes | |||||||||||
CTS Eventim AG & Co. KGaA | EVD | D1648T108 | 16-May-23 | Management | 10 | Approve Remuneration Report | For | Against | Yes | |||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 1 | Open Meeting | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 2 | Call the Meeting to Order | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 3 | Designate Inspector or Shareholder Representative(s) of Minutes of Meeting | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 4 | Acknowledge Proper Convening of Meeting | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 5 | Prepare and Approve List of Shareholders | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 6 | Receive Financial Statements and Statutory Reports; Receive Board’s Report; Receive Auditor’s Report | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 7 | Accept Financial Statements and Statutory Reports | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Notes | ||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 8 | Approve Allocation of Income and Dividends of EUR 2.60 Per Share | For | For | Yes | |||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 9 | Approve Discharge of Board and President | For | For | Yes | |||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 10 | Approve Remuneration Report (Advisory Vote) | For | For | Yes | |||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 11 | Approve Remuneration of Directors in the Amount of EUR 228,000 for Chair and EUR 101,000 for Other Directors; Approve Remuneration for Committee Work | For | For | Yes | |||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 12 | Fix Number of Directors at Ten | For | For | Yes | |||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 13 | Reelect Clausen, Fiona Clutterbuck, Georg Ehrnrooth, Jannica Fagerholm, Johanna Lamminen, Steve Langan, Risto Murto and Markus Rauramo as Directors; Elect Antti Makinen and Annica Witschard as New Director | For | For | Yes | |||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 14 | Approve Remuneration of Auditor | For | For | Yes | |||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 15 | Ratify Deloitte as Auditor | For | For | Yes | |||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 16 | Approve Demerger Plan | For | For | Yes | |||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 17 | Amend Articles Re: Business Area of the Company; Classes of Shares; Annual General Meeting | For | For | Yes | |||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 18 | Allow Shareholder Meetings to be Held by Electronic Means Only | For | For | Yes | |||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 19 | Authorize Share Repurchase Program | For | For | Yes | |||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 20 | Authorize Board of Directors to resolve upon a Share Issue without Payment | For | For | Yes | |||||||||||
Sampo Oyj | SAMPO | X75653109 | 17-May-23 | Management | 21 | Close Meeting | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 1 | Accept Financial Statements and Statutory Reports | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 2 | Approve Remuneration Policy | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 3 | Approve Remuneration Report | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 4 | Elect Mary Harris as Director | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 5 | Elect Nicolas Mirzayantz as Director | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 6 | Elect Nancy Quan as Director | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Notes | ||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 7 | Re-elect Manolo Arroyo as Director | For | Against | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 8 | Re-elect John Bryant as Director | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 9 | Re-elect Jose Ignacio Comenge as Director | For | Against | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 10 | Re-elect Damian Gammell as Director | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 11 | Re-elect Nathalie Gaveau as Director | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 12 | Re-elect Alvaro Gomez-Trenor Aguilar as Director | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 13 | Re-elect Thomas Johnson as Director | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 14 | Re-elect Dagmar Kollmann as Director | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 15 | Re-elect Alfonso Libano Daurella as Director | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 16 | Re-elect Mark Price as Director | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 17 | Re-elect Mario Rotllant Sola as Director | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 18 | Re-elect Dessi Temperley as Director | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 19 | Re-elect Garry Watts as Director | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 20 | Reappoint Ernst & Young LLP as Auditors | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 21 | Authorise Board to Fix Remuneration of Auditors | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 22 | Authorise UK Political Donations and Expenditure | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 23 | Authorise Issue of Equity | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 24 | Approve Waiver of Rule 9 of the Takeover Code | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 25 | Approve Long Term Incentive Plan | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 26 | Authorise Issue of Equity without Pre-emptive Rights | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Notes | ||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 27 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 28 | Authorise Market Purchase of Ordinary Shares | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 29 | Authorise Off-Market Purchase of Ordinary Shares | For | For | Yes | |||||||||||
Coca-Cola Europacific Partners plc | CCEP | G25839104 | 24-May-23 | Management | 30 | Authorise the Company to Call General Meeting with Two Weeks’ Notice | For | For | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 29-Jun-23 | Management | 1 | Discuss Financial Statements and the Report of the Board | Yes | Meeting Agenda Listed with a Vote Cast of “None” are non-voting agenda. | ||||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 29-Jun-23 | Management | 2 | Appoint Brightman Almagor Zohar & Co. as Auditors and Report on Fees Paid to the Auditor for 2022 | For | For | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 29-Jun-23 | Management | 3 | Approve Amended Compensation Policy for the Directors and Officers of the Company | For | Against | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 29-Jun-23 | Management | 4 | Elect Yevgeny (Eugene) Kandel as Director and Chairman and Approve His Remuneration | For | For | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 29-Jun-23 | Management | A | 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 | None | Against | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 29-Jun-23 | Management | B1 | If you are an Interest Holder as defined in Section 1 of the Securities Law, 1968, vote FOR. Otherwise, vote against. | None | Against | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 29-Jun-23 | Management | B2 | If you are a Senior Officer as defined in Section 37(D) of the Securities Law, 1968, vote FOR. Otherwise, vote against. | None | Against | Yes | |||||||||||
The Tel Aviv Stock Exchange Ltd. | TASE | M8T8DG101 | 29-Jun-23 | Management | B3 | 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. | None | Against | Yes |
Vote Summary Report
Reporting Period: 07/01/2022 to 06/30/2023
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | Meeting for ADR Holders | Mgmt | |||||||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | 1.1 | Elect Director Daniel Yong Zhang | Mgmt | For | For | For | |||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | 1.2 | Elect Director Jerry Yang | Mgmt | For | For | For | |||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | 1.3 | Elect Director Wan Ling Martello | Mgmt | For | For | For | |||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | 1.4 | Elect Director Weijian Shan | Mgmt | For | For | For | |||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | 1.5 | Elect Director Irene Yun-Lien Lee | Mgmt | For | For | For | |||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | 1.6 | Elect Director Albert Kong Ping Ng | Mgmt | For | For | For | |||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | 2 | Ratify PricewaterhouseCoopers as Auditors | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.1 | Elect Director Reid G. Hoffman | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.2 | Elect Director Hugh F. Johnston | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.3 | Elect Director Teri L. List | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.4 | Elect Director Satya Nadella | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.5 | Elect Director Sandra E. Peterson | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.6 | Elect Director Penny S. Pritzker | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.7 | Elect Director Carlos A. Rodriguez | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.8 | Elect Director Charles W. Scharf | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.9 | Elect Director John W. Stanton | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.10 | Elect Director John W. Thompson | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.11 | Elect Director Emma N. Walmsley | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.12 | Elect Director Padmasree Warrior | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | SH | Against | Against | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 5 | Report on Hiring of Persons with Arrest or Incarceration Records | SH | Against | For | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 6 | Assess and Report on the Company’s Retirement Funds’ Management of Systemic Climate Risk | SH | Against | For | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 7 | Report on Government Use of Microsoft Technology | SH | Against | For | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 8 | Report on Development of Products for Military | SH | Against | For | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 9 | Report on Tax Transparency | SH | Against | For | Against | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1a | Elect Director Lloyd A. Carney | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1b | Elect Director Kermit R. Crawford | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1c | Elect Director Francisco Javier Fernandez-Carbajal | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1d | Elect Director Alfred F. Kelly, Jr. | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1e | Elect Director Ramon Laguarta | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1f | Elect Director Teri L. List | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1g | Elect Director John F. Lundgren | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1h | Elect Director Denise M. Morrison | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1i | Elect Director Linda J. Rendle | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1j | Elect Director Maynard G. Webb, Jr. | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 4 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 5 | Require Independent Board Chair | SH | Against | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1a | Elect Director Jaime Ardila | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1b | Elect Director Nancy McKinstry | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1c | Elect Director Beth E. Mooney | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1d | Elect Director Gilles C. Pelisson | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1e | Elect Director Paula A. Price | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1f | Elect Director Venkata (Murthy) Renduchintala | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1g | Elect Director Arun Sarin | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1h | Elect Director Julie Sweet | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1i | Elect Director Tracey T. Travis | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 5 | Renew the Board’s Authority to Issue Shares Under Irish Law | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 7 | Determine Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Mgmt | ||||||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 2 | Approve Allocation of Income and Dividends of EUR 0.95 per Share | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 3.1 | Approve Discharge of Management Board Member Bernhard Montag for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 3.2 | Approve Discharge of Management Board Member Jochen Schmitz for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 3.3 | Approve Discharge of Management Board Member Darleen Caron for Fiscal Year 2022 | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 3.4 | Approve Discharge of Management Board Member Elisabeth Staudinger-Leibrecht (since Dec. 1, 2021) for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 3.5 | Approve Discharge of Management Board Member Christoph Zindel (until March 31, 2022) for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.1 | Approve Discharge of Supervisory Board Member Ralf Thomas for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.2 | Approve Discharge of Supervisory Board Member Norbert Gaus for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.3 | Approve Discharge of Supervisory Board Member Roland Busch for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.4 | Approve Discharge of Supervisory Board Member Marion Helmes for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.5 | Approve Discharge of Supervisory Board Member Andreas Hoffmann for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.6 | Approve Discharge of Supervisory Board Member Philipp Roesler for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.7 | Approve Discharge of Supervisory Board Member Peer Schatz for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.8 | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.9 | Approve Discharge of Supervisory Board Member Gregory Sorensen for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.10 | Approve Discharge of Supervisory Board Member Karl-Heinz Streibich for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2023 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 6 | Approve Remuneration Report | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.1 | Elect Ralf Thomas to the Supervisory Board | Mgmt | For | Against | Against | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.2 | Elect Veronika Bienert to the Supervisory Board | Mgmt | For | Against | Against | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.3 | Elect Marion Helmes to the Supervisory Board | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.4 | Elect Peter Koerte to the Supervisory Board | Mgmt | For | Against | Against | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.5 | Elect Sarena Lin to the Supervisory Board | Mgmt | For | Against | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.6 | Elect Nathalie von Siemens to the Supervisory Board | Mgmt | For | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.7 | Elect Karl-Heinz Streibich to the Supervisory Board | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.8 | Elect Dow Wilson to the Supervisory Board | Mgmt | For | Against | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 8 | Approve Remuneration of Supervisory Board | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 9 | Approve Virtual-Only Shareholder Meetings Until 2028 | Mgmt | For | Against | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 10.1 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 10.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual General Meeting by Means of Audio and Video Transmission | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 11 | Approve Affiliation Agreement with Siemens Healthineers Holding I GmbH | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1a | Elect Director Amy Banse | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1b | Elect Director Brett Biggs | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1c | Elect Director Melanie Boulden | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1d | Elect Director Frank Calderoni | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1e | Elect Director Laura Desmond | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1f | Elect Director Shantanu Narayen | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1g | Elect Director Spencer Neumann | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1h | Elect Director Kathleen Oberg | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1i | Elect Director Dheeraj Pandey | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1j | Elect Director David Ricks | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1k | Elect Director Daniel Rosensweig | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1l | Elect Director John Warnock | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 3 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 5 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | �� | 6 | Report on Hiring of Persons with Arrest or Incarceration Records | SH | Against | For | Against | ||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | Ordinary Business | Mgmt | |||||||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 1 | Approve Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 2 | Approve Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 3 | Approve Allocation of Income and Dividends of EUR 12.00 per Share | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 4 | Approve Auditors’ Special Report on Related-Party Transactions | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 5 | Reelect Delphine Arnault as Director | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 6 | Reelect Antonio Belloni as Director | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 7 | Reelect Marie-Josee Kravis as Director | Mgmt | For | Against | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 8 | Reelect Marie-Laure Sauty de Chalon as Director | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 9 | Reelect Natacha Valla as Director | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 10 | Elect Laurent Mignon as Director | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 11 | Renew Appointment of Lord Powell of Bayswater as Censor | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 12 | Appoint Diego Della Valle as Censor | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 13 | Approve Compensation Report of Corporate Officers | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 14 | Approve Compensation of Bernard Arnault, Chairman and CEO | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 15 | Approve Compensation of Antonio Belloni, Vice-CEO | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 16 | Approve Remuneration Policy of Directors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 17 | Approve Remuneration Policy of Chairman and CEO | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 18 | Approve Remuneration Policy of Vice-CEO | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 19 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | Extraordinary Business | Mgmt | |||||||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 20 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 21 | Authorize Capitalization of Reserves of Up to EUR 20 Million for Bonus Issue or Increase in Par Value | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 22 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 23 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights With Binding Priority Right up to Aggregate Nominal Amount of EUR 20 Million | Mgmt | For | Against | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 24 | Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to Aggregate Nominal Amount of EUR 20 Million | Mgmt | For | Against | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 25 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Mgmt | For | Against | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 26 | Authorize Capital Increase of Up to EUR 20 Million for Future Exchange Offers | Mgmt | For | Against | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 27 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 28 | Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Reserved for Employees and Corporate Officers | Mgmt | For | Against | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 29 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 30 | Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 20 Million | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | Ordinary Business | Mgmt | |||||||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 1 | Approve Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 2 | Approve Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 3 | Approve Allocation of Income and Dividends of EUR 6 per Share and an Extra of EUR 0.60 per Share to Long Term Registered Shares | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 4 | Reelect Sophie Bellon as Director | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 5 | Reelect Fabienne Dulac as Director | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 6 | Approve Remuneration of Directors in the Aggregate Amount of EUR 1.7 Million | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 7 | Approve Compensation Report of Corporate Officers | Mgmt | For | Against | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 8 | Approve Compensation of Jean-Paul Agon, Chairman of the Board | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 9 | Approve Compensation of Nicolas Hieronimus, CEO | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 10 | Approve Remuneration Policy of Directors | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 11 | Approve Remuneration Policy of Chairman of the Board | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 12 | Approve Remuneration Policy of CEO | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 13 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | Extraordinary Business | Mgmt | |||||||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 14 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 149,852,237.36 | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 15 | Authorize Capitalization of Reserves for Bonus Issue or Increase in Par Value | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 16 | Authorize Capital Increase of up to 2 Percent of Issued Capital for Contributions in Kind | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 17 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 18 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 19 | Approve Contribution in Kind of 25,383,118 Shares from Affaires Marche France et Domaines d’Excellence and Luxury of Retail, their Valuation and Remuneration | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 20 | Approve Contribution in Kind of 1,277,836 Shares from l’Oreal International Distribution, its Valuation and Remuneration | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 21 | Authorize Filing of Required Documents/Other Formalities | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.1 | Elect Director Robert J. Alpern | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.2 | Elect Director Claire Babineaux-Fontenot | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.3 | Elect Director Sally E. Blount | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.4 | Elect Director Robert B. Ford | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.5 | Elect Director Paola Gonzalez | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.6 | Elect Director Michelle A. Kumbier | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.7 | Elect Director Darren W. McDew | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.8 | Elect Director Nancy McKinstry | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.9 | Elect Director Michael G. O’Grady | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.10 | Elect Director Michael F. Roman | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.11 | Elect Director Daniel J. Starks | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.12 | Elect Director John G. Stratton | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | SH | Against | Against | Against | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 6 | Require Independent Board Chair | SH | Against | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 7 | Report on Lobbying Payments and Policy | SH | Against | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 8 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | SH | Against | Against | Against | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 2 | Approve Allocation of Income and Dividends of EUR 2.05 per Share | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 5 | Approve Remuneration Report | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 7 | Authorize Use of Financial Derivatives when Repurchasing Shares | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 8.1 | Elect Jennifer Xin-Zhe Li to the Supervisory Board | Mgmt | For | Against | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 8.2 | Elect Qi Lu to the Supervisory Board | Mgmt | For | Against | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 8.3 | Elect Punit Renjen to the Supervisory Board | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 9 | Approve Remuneration Policy for the Management Board | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 10 | Approve Remuneration Policy for the Supervisory Board | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 11.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 11.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.1 | Elect Director Kevin J. Dallas | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.2 | Elect Director Joseph M. Hogan | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.3 | Elect Director Joseph Lacob | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.4 | Elect Director C. Raymond Larkin, Jr. | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.5 | Elect Director George J. Morrow | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.6 | Elect Director Anne M. Myong | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.7 | Elect Director Andrea L. Saia | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.8 | Elect Director Susan E. Siegel | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 5 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1a | Elect Director Jeffrey P. Bezos | Mgmt | For | Against | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1b | Elect Director Andrew R. Jassy | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1c | Elect Director Keith B. Alexander | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1d | Elect Director Edith W. Cooper | Mgmt | For | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1e | Elect Director Jamie S. Gorelick | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1f | Elect Director Daniel P. Huttenlocher | Mgmt | For | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1g | Elect Director Judith A. McGrath | Mgmt | For | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1h | Elect Director Indra K. Nooyi | Mgmt | For | For | Abstain | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1i | Elect Director Jonathan J. Rubinstein | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1j | Elect Director Patricia Q. Stonesifer | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1k | Elect Director Wendell P. Weeks | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 5 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 6 | Report on Climate Risk in Retirement Plan Options | SH | Against | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 7 | Report on Customer Due Diligence | SH | Against | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | SH | Against | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 9 | Report on Government Take Down Requests | SH | Against | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | SH | Against | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 11 | Publish a Tax Transparency Report | SH | Against | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 12 | Report on Climate Lobbying | SH | Against | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | SH | Against | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | SH | Against | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | SH | Against | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 16 | Commission Third Party Assessment on Company’s Commitment to Freedom of Association and Collective Bargaining | SH | Against | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 17 | Consider Pay Disparity Between Executives and Other Employees | SH | Against | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 18 | Report on Animal Welfare Standards | SH | Against | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 19 | Establish a Public Policy Committee | SH | Against | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | SH | Against | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 21 | Commission a Third Party Audit on Working Conditions | SH | Against | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 22 | Report on Efforts to Reduce Plastic Use | SH | Against | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | SH | Against | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1a | Elect Director Larry Page | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1b | Elect Director Sergey Brin | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1c | Elect Director Sundar Pichai | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1d | Elect Director John L. Hennessy | Mgmt | For | Against | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1e | Elect Director Frances H. Arnold | Mgmt | For | Against | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1f | Elect Director R. Martin “Marty” Chavez | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1g | Elect Director L. John Doerr | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1h | Elect Director Roger W. Ferguson, Jr. | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1i | Elect Director Ann Mather | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1j | Elect Director K. Ram Shriram | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1k | Elect Director Robin L. Washington | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 3 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 5 | Advisory Vote on Say on Pay Frequency | Mgmt | Three Years | One Year | One Year | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 6 | Report on Lobbying Payments and Policy | SH | Against | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | SH | Against | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | SH | Against | For | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | SH | Against | For | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | SH | Against | For | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | SH | Against | For | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | SH | Against | For | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | SH | Against | For | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 14 | Report on Content Governance and Censorship | SH | Against | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | SH | Against | For | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | SH | Against | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 17 | Adopt Share Retention Policy For Senior Executives | SH | Against | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | SH | Against | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.1 | Elect Director Lester B. Knight | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.2 | Elect Director Gregory C. Case | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.3 | Elect Director Jin-Yong Cai | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.4 | Elect Director Jeffrey C. Campbell | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.5 | Elect Director Fulvio Conti | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.6 | Elect Director Cheryl A. Francis | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.7 | Elect Director Adriana Karaboutis | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.8 | Elect Director Richard C. Notebaert | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.9 | Elect Director Gloria Santona | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.10 | Elect Director Sarah E. Smith | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.11 | Elect Director Byron O. Spruell | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.12 | Elect Director Carolyn Y. Woo | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 4 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 5 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 7 | Amend Omnibus Plan | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1a | Elect Director Merit E. Janow | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1b | Elect Director Candido Bracher | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1c | Elect Director Richard K. Davis | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1d | Elect Director Julius Genachowski | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1e | Elect Director Choon Phong Goh | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1f | Elect Director Oki Matsumoto | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1g | Elect Director Michael Miebach | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1h | Elect Director Youngme Moon | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1i | Elect Director Rima Qureshi | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1j | Elect Director Gabrielle Sulzberger | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1k | Elect Director Harit Talwar | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1l | Elect Director Lance Uggla | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 4 | Approve Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 6 | Report on Overseeing Risks Related to Discrimination | SH | Against | Against | Against | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | SH | Against | For | Against | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 8 | Report on Lobbying Payments and Policy | SH | Against | For | Against | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | SH | Against | Against | Against | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | SH | Against | Against | Against |
Vote Summary Report
Reporting Period: 07/01/2022 to 06/30/2023
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 2 | Approve Remuneration Report | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 3 | Approve Final Dividend | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 4 | Elect John Shipsey as Director | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 5 | Re-elect Alison Platt as Director | Mgmt | For | Against | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 6 | Re-elect Ian Page as Director | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 7 | Re-elect Anthony Griffin as Director | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 8 | Re-elect Paul Sandland as Director | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 9 | Re-elect Lisa Bright as Director | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 10 | Re-elect Lawson Macartney as Director | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 11 | Re-elect Ishbel Macpherson as Director | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 12 | Reappoint PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 13 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 14 | Authorise Issue of Equity | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 15 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 16 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 17 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | G2769C145 | 18 | Authorise the Company to Call General Meeting with Two Weeks’ Notice | Mgmt | For | For | For | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | Meeting for ADR Holders | Mgmt | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 2 | Approve Remuneration Report | Mgmt | For | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 3 | Approve Remuneration Policy | Mgmt | For | Against | Against | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 4 | Appoint PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 5 | Authorise Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 6 | Elect John Cotterell as Director | Mgmt | For | For | For | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 7 | Elect Mark Thurston as Director | Mgmt | For | For | For | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 8 | Elect Andrew Allan as Director | Mgmt | For | For | For | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 9 | Elect Sulina Connal as Director | Mgmt | For | For | For | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 10 | Elect Ben Druskin as Director | Mgmt | For | For | For | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 11 | Elect David Pattillo as Director | Mgmt | For | For | For | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 12 | Elect Trevor Smith as Director | Mgmt | For | For | For | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 13 | Elect Kathryn Hollister as Director | Mgmt | For | For | For | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 14 | Authorise Issue of Equity | Mgmt | For | Against | Against | |||||||||
Endava Plc | DAVA | 12/12/2022 | 29260V105 | 15 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | Against | Against | |||||||||
Azenta, Inc. | AZTA | 01/31/2023 | 114340102 | 1.1 | Elect Director Frank E. Casal | Mgmt | For | For | For | |||||||||
Azenta, Inc. | AZTA | 01/31/2023 | 114340102 | 1.2 | Elect Director Robyn C. Davis | Mgmt | For | For | For | |||||||||
Azenta, Inc. | AZTA | 01/31/2023 | 114340102 | 1.3 | Elect Director Joseph R. Martin | Mgmt | For | For | For | |||||||||
Azenta, Inc. | AZTA | 01/31/2023 | 114340102 | 1.4 | Elect Director Erica J. McLaughlin | Mgmt | For | For | For | |||||||||
Azenta, Inc. | AZTA | 01/31/2023 | 114340102 | 1.5 | Elect Director Tina S. Nova | Mgmt | For | For | For | |||||||||
Azenta, Inc. | AZTA | 01/31/2023 | 114340102 | 1.6 | Elect Director Krishna G. Palepu | Mgmt | For | For | For | |||||||||
Azenta, Inc. | AZTA | 01/31/2023 | 114340102 | 1.7 | Elect Director Dorothy E. Puhy | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||
Azenta, Inc. | AZTA | 01/31/2023 | 114340102 | 1.8 | Elect Director Michael Rosenblatt | Mgmt | For | For | For | |||||||||
Azenta, Inc. | AZTA | 01/31/2023 | 114340102 | 1.9 | Elect Director Stephen S. Schwartz | Mgmt | For | For | For | |||||||||
Azenta, Inc. | AZTA | 01/31/2023 | 114340102 | 1.10 | Elect Director Ellen M. Zane | Mgmt | For | For | For | |||||||||
Azenta, Inc. | AZTA | 01/31/2023 | 114340102 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||
Azenta, Inc. | AZTA | 01/31/2023 | 114340102 | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | 303250104 | 1a | Elect Director Braden R. Kelly | Mgmt | For | For | For | |||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | 303250104 | 1b | Elect Director Fabiola R. Arredondo | Mgmt | For | For | For | |||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | 303250104 | 1c | Elect Director James D. Kirsner | Mgmt | For | For | For | |||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | 303250104 | 1d | Elect Director William J. Lansing | Mgmt | For | For | For | |||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | 303250104 | 1e | Elect Director Eva Manolis | Mgmt | For | For | For | |||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | 303250104 | 1f | Elect Director Marc F. McMorris | Mgmt | For | For | For | |||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | 303250104 | 1g | Elect Director Joanna Rees | Mgmt | For | For | For | |||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | 303250104 | 1h | Elect Director David A. Rey | Mgmt | For | For | For | |||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | 303250104 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | 303250104 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | 303250104 | 4 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 2.1 | Approve Allocation of Income and Dividends of CHF 1.45 per Share | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 2.2 | Approve Dividends of CHF 1.45 per Share from Capital Contribution Reserves | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 3 | Approve Discharge of Board and Senior Management | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 4 | Elect Matthias Gillner as Director | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 5.1 | Reelect Lukas Braunschweiler as Director | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 5.2 | Reelect Myra Eskes as Director | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 5.3 | Reelect Oliver Fetzer as Director | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 5.4 | Reelect Karen Huebscher as Director | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 5.5 | Reelect Christa Kreuzburg as Director | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 5.6 | Reelect Daniel Marshak as Director | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 6 | Reelect Lukas Braunschweiler as Board Chair | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 7.1 | Reappoint Myra Eskes as Member of the Compensation Committee | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 7.2 | Reappoint Oliver Fetzer as Member of the Compensation Committee | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 7.3 | Reappoint Christa Kreuzburg as Member of the Compensation Committee | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 7.4 | Reappoint Daniel Marshak as Member of the Compensation Committee | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 8 | Ratify Ernst & Young AG as Auditors | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 9 | Designate Proxy Voting Services GmbH as Independent Proxy | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 10.1 | Approve Remuneration Report (Non-Binding) | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 10.2 | Approve Remuneration of Directors in the Amount of CHF 1.5 Million | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 10.3 | Approve Remuneration of Executive Committee in the Amount of CHF 20.5 Million | Mgmt | For | For | For | |||||||||
Tecan Group AG | TECN | 04/18/2023 | H84774167 | 11 | Transact Other Business (Voting) | Mgmt | For | Against | Against | |||||||||
Globant SA | GLOB | 04/19/2023 | L44385109 | Annual Meeting Agenda | Mgmt | |||||||||||||
Globant SA | GLOB | 04/19/2023 | L44385109 | 1 | Receive Board’s and Auditor’s Reports | Mgmt | ||||||||||||
Globant SA | GLOB | 04/19/2023 | L44385109 | 2 | Approve Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||
Globant SA | GLOB | 04/19/2023 | L44385109 | 3 | Approve Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||
Globant SA | GLOB | 04/19/2023 | L44385109 | 4 | Approve Allocation of Income | Mgmt | For | For | For | |||||||||
Globant SA | GLOB | 04/19/2023 | L44385109 | 5 | Approve Discharge of Directors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||
Globant SA | GLOB | 04/19/2023 | L44385109 | 6 | Approve Remuneration of Directors | Mgmt | For | For | For | |||||||||
Globant SA | GLOB | 04/19/2023 | L44385109 | 7 | Appoint PricewaterhouseCoopers, Societe Cooperative as Auditor for Annual Accounts and EU IFRS Consolidated Accounts | Mgmt | For | For | For | |||||||||
Globant SA | GLOB | 04/19/2023 | L44385109 | 8 | Appoint Price Waterhouse & Co. S.R.L. as Auditor for IFRS Consolidated Accounts | Mgmt | For | For | For | |||||||||
Globant SA | GLOB | 04/19/2023 | L44385109 | 9 | Reelect Linda Rottenberg as Director | Mgmt | For | Against | For | |||||||||
Globant SA | GLOB | 04/19/2023 | L44385109 | 10 | Reelect Martin Umaran as Director | Mgmt | For | For | For | |||||||||
Globant SA | GLOB | 04/19/2023 | L44385109 | 11 | Reelect Guibert Englebienne as Director | Mgmt | For | For | For | |||||||||
Globant SA | GLOB | 04/19/2023 | L44385109 | Extraordinary Meeting Agenda | Mgmt | |||||||||||||
Globant SA | GLOB | 04/19/2023 | L44385109 | 1 | Increase Authorized Share Capital and Amend Articles of Association | Mgmt | For | For | For | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 1 | Receive and Approve Board’s Reports | Mgmt | For | For | For | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 2 | Receive and Approve Director’s Special Report Re: Operations Carried Out Under the Authorized Capital Established | Mgmt | For | For | For | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 3 | Receive and Approve Auditor’s Reports | Mgmt | For | For | For | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 4 | Approve Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 5 | Approve Financial Statements | Mgmt | For | For | For | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 6 | Approve Allocation of Income | Mgmt | For | For | For | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 7 | Approve Discharge of Directors | Mgmt | For | For | For | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 8 | Approve Discharge of Auditors | Mgmt | For | For | For | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 9 | Approve Remuneration Policy | Mgmt | For | For | For | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 10 | Approve Remuneration Report | Mgmt | For | Against | Against | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 11 | Reelect Ivo Rauh as Director | Mgmt | For | For | For | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 12 | Reelect Fereshteh Pouchantchi as Director | Mgmt | For | For | For | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 13 | Renew Appointment of Deloitte Audit as Auditor | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 14 | Approve Remuneration of Directors | Mgmt | For | For | For | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 15 | Acknowledge Information on Repurchase Program | Mgmt | For | For | For | |||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | L31839134 | 16 | Authorize Filing of Required Documents and Other Formalities | Mgmt | For | For | For | |||||||||
Goosehead Insurance, Inc. | GSHD | 05/01/2023 | 38267D109 | 1.1 | Elect Director Robyn Jones | Mgmt | For | For | For | |||||||||
Goosehead Insurance, Inc. | GSHD | 05/01/2023 | 38267D109 | 1.2 | Elect Director Thomas McConnon | Mgmt | For | For | For | |||||||||
Goosehead Insurance, Inc. | GSHD | 05/01/2023 | 38267D109 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||||||||
Goosehead Insurance, Inc. | GSHD | 05/01/2023 | 38267D109 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | Against | Against | |||||||||
Paycom Software, Inc. | PAYC | 05/01/2023 | 70432V102 | 1.1 | Elect Director Sharen J. Turney | Mgmt | For | Withhold | For | |||||||||
Paycom Software, Inc. | PAYC | 05/01/2023 | 70432V102 | 1.2 | Elect Director J.C. Watts, Jr. | Mgmt | For | Withhold | For | |||||||||
Paycom Software, Inc. | PAYC | 05/01/2023 | 70432V102 | 2 | Ratify Grant Thornton LLP as Auditors | Mgmt | For | For | For | |||||||||
Paycom Software, Inc. | PAYC | 05/01/2023 | 70432V102 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | Against | For | |||||||||
Paycom Software, Inc. | PAYC | 05/01/2023 | 70432V102 | 4 | Approve Omnibus Stock Plan | Mgmt | For | For | For | |||||||||
Paycom Software, Inc. | PAYC | 05/01/2023 | 70432V102 | 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Mgmt | For | For | For | |||||||||
Paycom Software, Inc. | PAYC | 05/01/2023 | 70432V102 | 6 | Require a Majority Vote for the Election of Directors | SH | Against | For | Against | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 1 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 2a | Elect Director Luc Bertrand | Mgmt | For | For | For | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 2b | Elect Director Nicolas Darveau-Garneau | Mgmt | For | For | For | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 2c | Elect Director Martine Irman | Mgmt | For | For | For | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 2d | Elect Director Moe Kermani | Mgmt | For | For | For | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 2e | Elect Director William Linton | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 2f | Elect Director Audrey Mascarenhas | Mgmt | For | For | For | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 2g | Elect Director John McKenzie | Mgmt | For | For | For | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 2h | Elect Director Monique Mercier | Mgmt | For | For | For | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 2i | Elect Director Kevin Sullivan | Mgmt | For | For | For | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 2j | Elect Director Claude Tessier | Mgmt | For | For | For | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 2k | Elect Director Eric Wetlaufer | Mgmt | For | For | For | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 2l | Elect Director Ava Yaskiel | Mgmt | For | For | For | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 3 | Advisory Vote on Executive Compensation Approach | Mgmt | For | For | For | |||||||||
TMX Group Limited | X | 05/02/2023 | 87262K105 | 4 | Approve Stock Split | Mgmt | For | For | For | |||||||||
Altus Group Limited | AIF | 05/03/2023 | 02215R107 | 1a | Elect Director Wai-Fong Au | Mgmt | For | For | For | |||||||||
Altus Group Limited | AIF | 05/03/2023 | 02215R107 | 1b | Elect Director Angela L. Brown | Mgmt | For | For | For | |||||||||
Altus Group Limited | AIF | 05/03/2023 | 02215R107 | 1c | Elect Director Colin J. Dyer | Mgmt | For | For | For | |||||||||
Altus Group Limited | AIF | 05/03/2023 | 02215R107 | 1d | Elect Director Tony Gaffney | Mgmt | For | For | For | |||||||||
Altus Group Limited | AIF | 05/03/2023 | 02215R107 | 1e | Elect Director Michael J. Gordon | Mgmt | For | For | For | |||||||||
Altus Group Limited | AIF | 05/03/2023 | 02215R107 | 1f | Elect Director Anthony W. Long | Mgmt | For | For | For | |||||||||
Altus Group Limited | AIF | 05/03/2023 | 02215R107 | 1g | Elect Director Diane MacDiarmid | Mgmt | For | For | For | |||||||||
Altus Group Limited | AIF | 05/03/2023 | 02215R107 | 1h | Elect Director Raymond Mikulich | Mgmt | For | For | For | |||||||||
Altus Group Limited | AIF | 05/03/2023 | 02215R107 | 1i | Elect Director Carolyn M. Schuetz | Mgmt | For | For | For | |||||||||
Altus Group Limited | AIF | 05/03/2023 | 02215R107 | 1j | Elect Director Janet P. Woodruff | Mgmt | For | For | For | |||||||||
Altus Group Limited | AIF | 05/03/2023 | 02215R107 | 2 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||
Altus Group Limited | AIF | 05/03/2023 | 02215R107 | 3 | Advisory Vote on Executive Compensation Approach | Mgmt | For | For | For | |||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | 339750101 | 1a | Elect Director Dwight L. James | Mgmt | For | For | For | |||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | 339750101 | 1b | Elect Director Melissa Kersey | Mgmt | For | For | For | |||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | 339750101 | 1c | Elect Director Peter M. Starrett | Mgmt | For | For | For | |||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | 339750101 | 1d | Elect Director Thomas V. Taylor | Mgmt | For | For | For | |||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | 339750101 | 1e | Elect Director George Vincent West | Mgmt | For | For | For | |||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | 339750101 | 1f | Elect Director Charles D. Young | Mgmt | For | For | For | |||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | 339750101 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | 339750101 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | 339750101 | 4 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | 902252105 | 1.1 | Elect Director Glenn A. Carter | Mgmt | For | For | For | |||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | 902252105 | 1.2 | Elect Director Brenda A. Cline | Mgmt | For | For | For | |||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | 902252105 | 1.3 | Elect Director Ronnie D. Hawkins, Jr. | Mgmt | For | For | For | |||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | 902252105 | 1.4 | Elect Director Mary L. Landrieu | Mgmt | For | For | For | |||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | 902252105 | 1.5 | Elect Director John S. Marr, Jr. | Mgmt | For | For | For | |||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | 902252105 | 1.6 | Elect Director H. Lynn Moore, Jr. | Mgmt | For | For | For | |||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | 902252105 | 1.7 | Elect Director Daniel M. Pope | Mgmt | For | For | For | |||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | 902252105 | 1.8 | Elect Director Dustin R. Womble | Mgmt | For | For | For | |||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | 902252105 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | 902252105 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | 902252105 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | D1648T108 | 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Mgmt | ||||||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | D1648T108 | 2 | Accept Financial Statements and Statutory Reports for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | D1648T108 | 3 | Approve Allocation of Income and Dividends of EUR 1.06 per Share | Mgmt | For | For | For | |||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | D1648T108 | 4 | Approve Discharge of Personally Liable Partner for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | D1648T108 | 5 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | D1648T108 | 6 | Ratify KPMG AG as Auditors for Fiscal Year 2023 | Mgmt | For | For | For | |||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | D1648T108 | 7 | Approve Virtual-Only Shareholder Meetings Until 2028 | Mgmt | For | For | For | |||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | D1648T108 | 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 | |||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | D1648T108 | 9 | Amend Articles Re: Electronic Communication; Absentee Vote | Mgmt | For | For | For | |||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | D1648T108 | 10 | Approve Remuneration Report | Mgmt | For | Against | Against | |||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | 1.1 | Elect Director Kevin J. Dallas | Mgmt | For | For | For | |||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | 1.2 | Elect Director Joseph M. Hogan | Mgmt | For | For | For | |||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | 1.3 | Elect Director Joseph Lacob | Mgmt | For | For | For | |||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | 1.4 | Elect Director C. Raymond Larkin, Jr. | Mgmt | For | For | For | |||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | 1.5 | Elect Director George J. Morrow | Mgmt | For | For | For | |||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | 1.6 | Elect Director Anne M. Myong | Mgmt | For | For | For | |||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | 1.7 | Elect Director Andrea L. Saia | Mgmt | For | For | For | |||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | 1.8 | Elect Director Susan E. Siegel | Mgmt | For | For | For | |||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Mgmt | For | For | For | |||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | 5 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 2 | Approve Remuneration Report | Mgmt | For | For | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 3 | Approve Final Dividend | Mgmt | For | For | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 4 | Elect Don Robert as Director | Mgmt | For | For | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 5 | Re-elect Bertrand Bodson as Director | Mgmt | For | For | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 6 | Re-elect Georges Fornay as Director | Mgmt | For | For | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 7 | Re-elect Charlotta Ginman as Director | Mgmt | For | Against | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 8 | Re-elect Jon Hauck as Director | Mgmt | For | For | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 9 | Re-elect Marion Sears as Director | Mgmt | For | Against | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 10 | Re-elect Neil Thompson as Director | Mgmt | For | Against | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 11 | Reappoint BDO LLP as Auditors | Mgmt | For | For | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 12 | Authorise Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 13 | Authorise Issue of Equity | Mgmt | For | For | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 14 | Approve Increase in the Cap on Aggregate Fees Payable to Directors | Mgmt | For | For | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 15 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 16 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||||||||
Keywords Studios Plc | KWS | 05/26/2023 | G5254U108 | 17 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||
Revolve Group, Inc. | RVLV | 06/09/2023 | 76156B107 | 1.1 | Elect Director Michael (“Mike”) Karanikolas | Mgmt | For | Withhold | For | |||||||||
Revolve Group, Inc. | RVLV | 06/09/2023 | 76156B107 | 1.2 | Elect Director Michael Mente | Mgmt | For | Withhold | For | |||||||||
Revolve Group, Inc. | RVLV | 06/09/2023 | 76156B107 | 1.3 | Elect Director Melanie Cox | Mgmt | For | For | For | |||||||||
Revolve Group, Inc. | RVLV | 06/09/2023 | 76156B107 | 1.4 | Elect Director Oana Ruxandra | Mgmt | For | For | For | |||||||||
Revolve Group, Inc. | RVLV | 06/09/2023 | 76156B107 | 1.5 | Elect Director Marc Stolzman | Mgmt | For | For | For | |||||||||
Revolve Group, Inc. | RVLV | 06/09/2023 | 76156B107 | 2 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||||||||
Revolve Group, Inc. | RVLV | 06/09/2023 | 76156B107 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||
Five Below, Inc. | FIVE | 06/13/2023 | 33829M101 | 1a | Elect Director Joel D. Anderson | Mgmt | For | For | For | |||||||||
Five Below, Inc. | FIVE | 06/13/2023 | 33829M101 | 1b | Elect Director Kathleen S. Barclay | Mgmt | For | For | For | |||||||||
Five Below, Inc. | FIVE | 06/13/2023 | 33829M101 | 1c | Elect Director Thomas M. Ryan | Mgmt | For | For | For | |||||||||
Five Below, Inc. | FIVE | 06/13/2023 | 33829M101 | 2 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||||||||
Five Below, Inc. | FIVE | 06/13/2023 | 33829M101 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||
Five Below, Inc. | FIVE | 06/13/2023 | 33829M101 | 4 | Amend Bylaws to Limit the Liability of Officers | Mgmt | For | For | For | |||||||||
Five Below, Inc. | FIVE | 06/13/2023 | 33829M101 | 5 | Amend Bylaws to Amend the Limitation of Liability of Directors Provision | Mgmt | For | For | For |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 1.1 | Elect Director Steve Cutler | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 1.2 | Elect Director John Climax | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 1.3 | Elect Director Ronan Murphy | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 2 | Accept Financial Statements and Statutory Reports | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 3 | Authorise Board to Fix Remuneration of Auditors | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 4 | Authorize Issue of Equity | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 5 | Authorize Issue of Equity without Pre-emptive Rights | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 6 | Authorize Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 7 | Authorize Share Repurchase Program | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 8 | Approve the Price Range for the Reissuance of Shares | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1a | Elect Director Richard H. Anderson | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1b | Elect Director Craig Arnold | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1c | Elect Director Scott C. Donnelly | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1d | Elect Director Lidia L. Fonseca | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1e | Elect Director Andrea J. Goldsmith | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1f | Elect Director Randall J. Hogan, III | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1g | Elect Director Kevin E. Lofton | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1h | Elect Director Geoffrey S. Martha | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1i | Elect Director Elizabeth G. Nabel | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1j | Elect Director Denise M. O’Leary | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1k | Elect Director Kendall J. Powell | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 4 | Renew the Board’s Authority to Issue Shares Under Irish Law | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 5 | Renew the Board’s Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 6 | Authorize Overseas Market Purchases of Ordinary Shares | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1a | Elect Director Jaime Ardila | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1b | Elect Director Nancy McKinstry | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1c | Elect Director Beth E. Mooney | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1d | Elect Director Gilles C. Pelisson | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1e | Elect Director Paula A. Price | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1f | Elect Director Venkata (Murthy) Renduchintala | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1g | Elect Director Arun Sarin | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1h | Elect Director Julie Sweet | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1i | Elect Director Tracey T. Travis | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 5 | Renew the Board’s Authority to Issue Shares Under Irish Law | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 7 | Determine Price Range for Reissuance of Treasury Shares | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 1 | Accept Financial Statements and Statutory Reports | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 2 | Approve Remuneration Report | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 3 | Approve Final Dividend | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 4 | Elect Maggie Jones as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 5 | Re-elect Andrew Duff as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 6 | Re-elect Sangeeta Anand as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 7 | Re-elect John Bates as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 8 | Re-elect Jonathan Bewes as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 9 | Re-elect Annette Court as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 10 | Re-elect Drummond Hall as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 11 | Re-elect Derek Harding as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 12 | Re-elect Steve Hare as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 13 | Re-elect Jonathan Howell as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 14 | Reappoint Ernst & Young LLP as Auditors | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 15 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 16 | Authorise UK Political Donations and Expenditure | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 17 | Approve Increase in the Maximum Aggregate Fees Payable to Non-Executive Directors | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 18 | Amend 2019 Restricted Share Plan | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 19 | Approve Colleague Share Purchase Plan | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 20 | Authorise Issue of Equity | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 21 | Authorise Issue of Equity without Pre-emptive Rights | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 22 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 23 | Authorise Market Purchase of Ordinary Shares | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 24 | Authorise the Company to Call General Meeting with Two Weeks’ Notice | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Yes | |||||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 2 | Approve Allocation of Income and Dividends of EUR 0.95 per Share | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 3.1 | Approve Discharge of Management Board Member Bernhard Montag for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 3.2 | Approve Discharge of Management Board Member Jochen Schmitz for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 3.3 | Approve Discharge of Management Board Member Darleen Caron for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 3.4 | Approve Discharge of Management Board Member Elisabeth Staudinger-Leibrecht (since Dec. 1, 2021) for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 3.5 | Approve Discharge of Management Board Member Christoph Zindel (until March 31, 2022) for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.1 | Approve Discharge of Supervisory Board Member Ralf Thomas for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.2 | Approve Discharge of Supervisory Board Member Norbert Gaus for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.3 | Approve Discharge of Supervisory Board Member Roland Busch for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.4 | Approve Discharge of Supervisory Board Member Marion Helmes for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.5 | Approve Discharge of Supervisory Board Member Andreas Hoffmann for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.6 | Approve Discharge of Supervisory Board Member Philipp Roesler for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.7 | Approve Discharge of Supervisory Board Member Peer Schatz for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.8 | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2022 | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.9 | Approve Discharge of Supervisory Board Member Gregory Sorensen for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.10 | Approve Discharge of Supervisory Board Member Karl-Heinz Streibich for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2023 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 6 | Approve Remuneration Report | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.1 | Elect Ralf Thomas to the Supervisory Board | For | Against | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.2 | Elect Veronika Bienert to the Supervisory Board | For | Against | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.3 | Elect Marion Helmes to the Supervisory Board | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.4 | Elect Peter Koerte to the Supervisory Board | For | Against | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.5 | Elect Sarena Lin to the Supervisory Board | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.6 | Elect Nathalie von Siemens to the Supervisory Board | For | Against | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.7 | Elect Karl-Heinz Streibich to the Supervisory Board | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.8 | Elect Dow Wilson to the Supervisory Board | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 8 | Approve Remuneration of Supervisory Board | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 9 | Approve Virtual-Only Shareholder Meetings Until 2028 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 10.1 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 10.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual General Meeting by Means of Audio and Video Transmission | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 11 | Approve Affiliation Agreement with Siemens Healthineers Holding I GmbH | For | For | Yes | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 1 | Open Meeting | No | |||||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 2 | Elect Chairman of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 3 | Prepare and Approve List of Shareholders | For | For | No |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 4 | Approve Agenda of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 5 | Designate Inspector(s) of Minutes of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 6 | Acknowledge Proper Convening of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.a | Accept Financial Statements and Statutory Reports | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.b | Approve Allocation of Income and Dividends of EUR 2.00 Per Share | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c1 | Approve Discharge of Jens von Bahr | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c2 | Approve Discharge of Fredrik Osterberg | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c3 | Approve Discharge of Ian Livingstone | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c4 | Approve Discharge of Joel Citron | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c5 | Approve Discharge of Jonas Engwall | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c6 | Approve Discharge of Mimi Drake | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c7 | Approve Discharge of Sandra Urie | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c8 | Approve Discharge of Martin Carlesund | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 8 | Determine Number of Members (7) and Deputy Members (0) of Board | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 9 | Approve Remuneration of Directors in the Amount of EUR 400,000 to Chairman and EUR 100,000 for Other Directors | For | Against | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 10.1 | Reelect Jens von Bahr (Chair) as Director | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 10.2 | Reelect Fredrik Osterberg as Director | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 10.3 | Reelect Ian Livingstone as Director | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 10.4 | Reelect Joel Citron as Director | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 10.5 | Reelect Jonas Engwall as Director | For | For | No |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 10.6 | Reelect Mimi Drake as Director | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 10.7 | Reelect Sandra Urie as Director | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 11 | Approve Remuneration of Auditors | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 12 | Ratify PricewaterhouseCoopers as Auditors | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 13 | Approve Nomination Committee Procedures | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 14 | Approve Remuneration Report | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 15 | Authorize Share Repurchase Program | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 16 | Authorize Reissuance of Repurchased Shares | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 17 | Approve Creation of Pool of Capital without Preemptive Rights | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 18 | Authorize the Board to Repurchase Warrants from Participants in Warrants Plan 2021/2024 | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 19 | Approve Transaction with Big Time Gaming Pty Ltd | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 20 | Close Meeting | No | |||||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 1 | Approve Financial Statements and Statutory Reports | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 2 | Approve Consolidated Financial Statements and Statutory Reports | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 3 | Approve Allocation of Income and Dividends of EUR 3.85 per Share | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 4 | Approve Auditors’ Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 5 | Approve Compensation Report of Corporate Officers | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 6 | Approve Compensation of Daniel Julien, Chairman and CEO | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 7 | Approve Compensation of Olivier Rigaudy, Vice-CEO | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 8 | Approve Remuneration Policy of Directors | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 9 | Approve Remuneration Policy of Chairman and CEO | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 10 | Approve Remuneration Policy of Vice-CEO | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 11 | Reelect Christobel Selecky as Director | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 12 | Reelect Angela Maria Sierra-Moreno as Director | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 13 | Reelect Jean Guez as Director | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 14 | Elect Varun Bery as Director | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 15 | Elect Bhupender Singh as Director | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 16 | Appoint PricewaterhouseCoopers Audit SAS as Auditor | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 17 | Renew Appointment of Deloitte & Associes SA as Auditor | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 18 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 19 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 20 | Authorize Capitalization of Reserves of Up to EUR 142 Million for Bonus Issue or Increase in Par Value | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 21 | Authorize Capital Increase for Contributions in Kind, up to Aggregate Nominal Amount of EUR 7.2 Million | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 22 | Authorize Filing of Required Documents/Other Formalities | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 1 | Approve Financial Statements and Statutory Reports | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 2 | Approve Consolidated Financial Statements and Statutory Reports | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 3 | Approve Allocation of Income and Dividends of EUR 12.00 per Share | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 4 | Approve Auditors’ Special Report on Related-Party Transactions | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 5 | Reelect Delphine Arnault as Director | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 6 | Reelect Antonio Belloni as Director | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 7 | Reelect Marie-Josee Kravis as Director | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 8 | Reelect Marie-Laure Sauty de Chalon as Director | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 9 | Reelect Natacha Valla as Director | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 10 | Elect Laurent Mignon as Director | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 11 | Renew Appointment of Lord Powell of Bayswater as Censor | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 12 | Appoint Diego Della Valle as Censor | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 13 | Approve Compensation Report of Corporate Officers | For | Against | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 14 | Approve Compensation of Bernard Arnault, Chairman and CEO | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 15 | Approve Compensation of Antonio Belloni, Vice-CEO | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 16 | Approve Remuneration Policy of Directors | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 17 | Approve Remuneration Policy of Chairman and CEO | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 18 | Approve Remuneration Policy of Vice-CEO | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 19 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 20 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 21 | Authorize Capitalization of Reserves of Up to EUR 20 Million for Bonus Issue or Increase in Par Value | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 22 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 23 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights With Binding Priority Right up to Aggregate Nominal Amount of EUR 20 Million | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 24 | Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to Aggregate Nominal Amount of EUR 20 Million | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 25 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 26 | Authorize Capital Increase of Up to EUR 20 Million for Future Exchange Offers | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 27 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 28 | Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Reserved for Employees and Corporate Officers | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 29 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 30 | Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 20 Million | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 1 | Open Meeting | Yes | |||||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 2 | Discuss the Company’s Business, Financial Situation and Sustainability | Yes | |||||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 3a | Approve Remuneration Report | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 3b | Adopt Financial Statements and Statutory Reports | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 3c | Receive Explanation on Company’s Reserves and Dividend Policy | Yes | |||||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 3d | Approve Dividends | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 4a | Approve Discharge of Management Board | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 4b | Approve Discharge of Supervisory Board | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 5 | Approve Number of Shares for Management Board | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 6a | Amend Remuneration Policy for the Supervisory Board | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 6b | Amend Remuneration of the Members of the Supervisory Board | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Yes | |||||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 8 | Elect N.S. Andersen to Supervisory Board | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 8b | Elect J.P. de Kreij to Supervisory Board | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 8c | Discuss Composition of the Supervisory Board | Yes | |||||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 12 | Authorize Cancellation of Repurchased Shares | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 13 | Other Business (Non-Voting) | Yes | |||||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 14 | Close Meeting | Yes | |||||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 1 | Accept Financial Statements and Statutory Reports | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 2 | Approve Remuneration Report | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 3 | Re-elect Nils Andersen as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 4 | Re-elect Judith Hartmann as Director | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 5 | Re-elect Adrian Hennah as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 6 | Re-elect Alan Jope as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 7 | Re-elect Andrea Jung as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 8 | Re-elect Susan Kilsby as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 9 | Re-elect Ruby Lu as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 10 | Re-elect Strive Masiyiwa as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 11 | Re-elect Youngme Moon as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 12 | Re-elect Graeme Pitkethly as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 13 | Re-elect Feike Sijbesma as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 14 | Elect Nelson Peltz as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 15 | Elect Hein Schumacher as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 16 | Reappoint KPMG LLP as Auditors | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 17 | Authorise Board to Fix Remuneration of Auditors | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 18 | Authorise UK Political Donations and Expenditure | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 19 | Authorise Issue of Equity | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 20 | Authorise Issue of Equity without Pre-emptive Rights | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 22 | Authorise Market Purchase of Ordinary Shares | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 23 | Authorise the Company to Call General Meeting with Two Weeks’ Notice | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 2 | Approve Allocation of Income and Dividends of EUR 0.70 per Share | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 3 | Approve Discharge of Management Board for Fiscal Year 2022 | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 5 | Approve Remuneration Report | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 6 | Approve Virtual-Only Shareholder Meetings Until 2025 | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 7 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 8 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 9 | Authorize Use of Financial Derivatives when Repurchasing Shares | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Yes | |||||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 2 | Approve Allocation of Income and Dividends of EUR 2.05 per Share | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 3 | Approve Discharge of Management Board for Fiscal Year 2022 | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 5 | Approve Remuneration Report | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 7 | Authorize Use of Financial Derivatives when Repurchasing Shares | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 8.1 | Elect Jennifer Xin-Zhe Li to the Supervisory Board | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 8.2 | Elect Qi Lu to the Supervisory Board | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 8.3 | Elect Punit Renjen to the Supervisory Board | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 9 | Approve Remuneration Policy for the Management Board | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 10 | Approve Remuneration Policy for the Supervisory Board | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 11.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 11.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | For | For | Yes | |||||||||
MercadoLibre, Inc. | MELI | 58733R102 | 07-Jun-23 | Management | 1.1 | Elect Director Susan Segal | For | For | Yes | |||||||||
MercadoLibre, Inc. | MELI | 58733R102 | 07-Jun-23 | Management | 1.2 | Elect Director Mario Eduardo Vazquez | For | For | Yes | |||||||||
MercadoLibre, Inc. | MELI | 58733R102 | 07-Jun-23 | Management | 1.3 | Elect Director Alejandro Nicolas Aguzin | For | For | Yes | |||||||||
MercadoLibre, Inc. | MELI | 58733R102 | 07-Jun-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | |||||||||
MercadoLibre, Inc. | MELI | 58733R102 | 07-Jun-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | |||||||||
MercadoLibre, Inc. | MELI | 58733R102 | 07-Jun-23 | Management | 4 | Ratify Pistrelli, Henry Martin y Asociados S.R.L., as Auditors | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.1 | Elect Director Lester B. Knight | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.2 | Elect Director Gregory C. Case | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.3 | Elect Director Jin-Yong Cai | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.4 | Elect Director Jeffrey C. Campbell | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.5 | Elect Director Fulvio Conti | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.6 | Elect Director Cheryl A. Francis | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.7 | Elect Director Adriana Karaboutis | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.8 | Elect Director Richard C. Notebaert | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.9 | Elect Director Gloria Santona | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.10 | Elect Director Sarah E. Smith | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.11 | Elect Director Byron O. Spruell | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.12 | Elect Director Carolyn Y. Woo | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 4 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 5 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 7 | Amend Omnibus Plan | For | For | Yes | |||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 1 | Open Meeting | No | |||||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 2 | Elect Chairman of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 3 | Prepare and Approve List of Shareholders | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 4 | Approve Agenda of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 5 | Designate Inspector(s) of Minutes of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 6 | Acknowledge Proper Convening of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 7 | Approve Performance Share Plan for Key Employees | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 8 | Close Meeting | No | |||||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 1 | Approve Consolidated and Standalone Financial Statements | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 2 | Approve Non-Financial Information Statement | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 3 | Advisory Vote on Remuneration Report | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 4 | Approve Allocation of Income and Dividends | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 5 | Approve Discharge of Board | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 6.1 | Elect Frits Dirk van Paasschen as Director | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 6.2 | Reelect William Connelly as Director | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 6.3 | Reelect Luis Maroto Camino as Director | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 6.4 | Reelect Pilar Garcia Ceballos-Zuniga as Director | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 6.5 | Reelect Stephan Gemkow as Director | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 6.6 | Reelect Peter Kuerpick as Director | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 6.7 | Reelect Xiaoqun Clever as Director | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 7 | Approve Remuneration of Directors | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 8 | Authorize Board to Ratify and Execute Approved Resolutions | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1A | Elect Director Tobias Lutke | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1B | Elect Director Robert Ashe | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1C | Elect Director Gail Goodman | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1D | Elect Director Colleen Johnston | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1E | Elect Director Jeremy Levine | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1F | Elect Director Toby Shannan | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1G | Elect Director Fidji Simo | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1H | Elect Director Bret Taylor | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 3 | Advisory Vote on Executive Compensation Approach | For | For | Yes |
PROXY VOTING RECORD
FOR PERIOD JULY 1, 2022 TO JUNE 30, 2023
iMGP Global Select Fund
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Accept Financial Statements and Statutory Reports | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Approve Remuneration Report | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Approve Final Dividend | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Elect Karen Blackett as Director | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Re-elect Melissa Bethell as Director | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Re-elect Lavanya Chandrashekar as Director | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Re-elect Valerie Chapoulaud-Floquet as Director | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Re-elect Javier Ferran as Director | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Re-elect Susan Kilsby as Director | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Re-elect Sir John Manzoni as Director | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Re-elect Lady Mendelsohn as Director | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Re-elect Ivan Menezes as Director | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Re-elect Alan Stewart as Director | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Re-elect Ireena Vittal as Director | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Reappoint PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Authorise the Audit Committee to Fix Remuneration of Auditors | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Authorise UK Political Donations and Expenditure | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Amend Irish Share Ownership Plan | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Authorise Issue of Equity | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Authorise Issue of Equity without Pre-emptive Rights | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Authorise Market Purchase of Ordinary Shares | Management | Yes | For | No | ||||||||
Diageo Plc | DGE | G42089113 | 06-Oct-22 | Authorise the Company to Call General Meeting with Two Weeks’ Notice | Management | Yes | For | No | ||||||||
The Clorox Company | CLX | 189054109 | 16-Nov-22 | Elect Director Amy L. Banse | Management | Yes | For | No | ||||||||
The Clorox Company | CLX | 189054109 | 16-Nov-22 | Elect Director Julia Denman | Management | Yes | For | No | ||||||||
The Clorox Company | CLX | 189054109 | 16-Nov-22 | Elect Director Spencer C. Fleischer | Management | Yes | For | No | ||||||||
The Clorox Company | CLX | 189054109 | 16-Nov-22 | Elect Director Esther Lee | Management | Yes | For | No | ||||||||
The Clorox Company | CLX | 189054109 | 16-Nov-22 | Elect Director A.D. David Mackay | Management | Yes | For | No | ||||||||
The Clorox Company | CLX | 189054109 | 16-Nov-22 | Elect Director Paul Parker | Management | Yes | For | No | ||||||||
The Clorox Company | CLX | 189054109 | 16-Nov-22 | Elect Director Stephanie Plaines | Management | Yes | For | No | ||||||||
The Clorox Company | CLX | 189054109 | 16-Nov-22 | Elect Director Linda Rendle | Management | Yes | For | No | ||||||||
The Clorox Company | CLX | 189054109 | 16-Nov-22 | Elect Director Matthew J. Shattock | Management | Yes | For | No | ||||||||
The Clorox Company | CLX | 189054109 | 16-Nov-22 | Elect Director Kathryn Tesija | Management | Yes | For | No | ||||||||
The Clorox Company | CLX | 189054109 | 16-Nov-22 | Elect Director Russell J. Weiner | Management | Yes | For | No | ||||||||
The Clorox Company | CLX | 189054109 | 16-Nov-22 | Elect Director Christopher J. Williams | Management | Yes | For | No | ||||||||
The Clorox Company | CLX | 189054109 | 16-Nov-22 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
The Clorox Company | CLX | 189054109 | 16-Nov-22 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Elect Director Richard H. Anderson | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Elect Director Craig Arnold | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Elect Director Scott C. Donnelly | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Elect Director Lidia L. Fonseca | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Elect Director Andrea J. Goldsmith | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Elect Director Randall J. Hogan, III | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Elect Director Kevin E. Lofton | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Elect Director Geoffrey S. Martha | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Elect Director Elizabeth G. Nabel | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Elect Director Denise M. O’Leary | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Elect Director Kendall J. Powell | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Renew the Board’s Authority to Issue Shares Under Irish Law | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Renew the Board’s Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | Management | Yes | For | No | ||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Authorize Overseas Market Purchases of Ordinary Shares | Management | Yes | For | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Elect Director William M. Brown | Management | Yes | For | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Elect Director Catherine M. Burzik | Management | Yes | For | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Elect Director Carrie L. Byington | Management | Yes | For | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Elect Director R. Andrew Eckert | Management | Yes | For | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Elect Director Claire M. Fraser | Management | Yes | For | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Elect Director Jeffrey W. Henderson | Management | Yes | For | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Elect Director Christopher Jones | Management | Yes | For | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Elect Director Marshall O. Larsen | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Elect Director Thomas E. Polen | Management | Yes | For | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Elect Director Timothy M. Ring | Management | Yes | For | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Elect Director Bertram L. Scott | Management | Yes | For | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Amend Omnibus Stock Plan | Management | Yes | For | No | ||||||||
Becton, Dickinson and Company | BDX | 075887109 | 24-Jan-23 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | For | Yes | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Elect Director Sylvia M. Burwell | Management | Yes | For | No | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Elect Director John W. Culver | Management | Yes | For | No | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Elect Director Michael D. Hsu | Management | Yes | For | No | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Elect Director Mae C. Jemison | Management | Yes | For | No | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Elect Director S. Todd Maclin | Management | Yes | For | No | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Elect Director Deirdre A. Mahlan | Management | Yes | For | No | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Elect Director Sherilyn S. McCoy | Management | Yes | For | No | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Elect Director Christa S. Quarles | Management | Yes | For | No | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Elect Director Jaime A. Ramirez | Management | Yes | For | No | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Elect Director Dunia A. Shive | Management | Yes | For | No | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Elect Director Mark T. Smucker | Management | Yes | For | No | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Elect Director Michael D. White | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Kimberly-Clark Corporation | KMB | 494368103 | 20-Apr-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Elect Director Linda Walker Bynoe | Management | Yes | For | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Elect Director Susan Crown | Management | Yes | For | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Elect Director Dean M. Harrison | Management | Yes | For | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Elect Director Jay L. Henderson | Management | Yes | For | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Elect Director Marcy S. Klevorn | Management | Yes | For | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Elect Director Siddharth N. (Bobby) Mehta | Management | Yes | For | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Elect Director Michael G. O’Grady | Management | Yes | For | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Elect Director Jose Luis Prado | Management | Yes | For | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Elect Director Martin P. Slark | Management | Yes | For | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Elect Director David H. B. Smith, Jr. | Management | Yes | For | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Elect Director Donald Thompson | Management | Yes | For | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Elect Director Charles A. Tribbett, III | Management | Yes | For | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Northern Trust Corporation | NTRS | 665859104 | 25-Apr-23 | Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Accept Financial Statements and Statutory Reports | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Approve Remuneration Policy | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Approve Remuneration Report | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Approve Final Dividend | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Elect Rupert Soames as Director | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Re-elect Erik Engstrom as Director | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Re-elect Jo Hallas as Director | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Re-elect John Ma as Director | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Re-elect Katarzyna Mazur-Hofsaess as Director | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Re-elect Rick Medlock as Director | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Re-elect Deepak Nath as Director | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Re-elect Anne-Francoise Nesmes as Director | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Re-elect Marc Owen as Director | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Re-elect Roberto Quarta as Director | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Re-elect Angie Risley as Director | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Re-elect Bob White as Director | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Reappoint KPMG LLP as Auditors | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Authorise Board to Fix Remuneration of Auditors | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Authorise Issue of Equity | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Authorise Issue of Equity without Pre-emptive Rights | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | Yes | For | No | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Authorise Market Purchase of Ordinary Shares | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Smith & Nephew plc | SN | G82343164 | 26-Apr-23 | Authorise the Company to Call General Meeting with Two Weeks’ Notice | Management | Yes | For | No | ||||||||
Healthpeak Properties, Inc. | PEAK | 42250P103 | 27-Apr-23 | Elect Director Scott M. Brinker | Management | Yes | For | No | ||||||||
Healthpeak Properties, Inc. | PEAK | 42250P103 | 27-Apr-23 | Elect Director Brian G. Cartwright | Management | Yes | For | No | ||||||||
Healthpeak Properties, Inc. | PEAK | 42250P103 | 27-Apr-23 | Elect Director James B. Connor | Management | Yes | For | No | ||||||||
Healthpeak Properties, Inc. | PEAK | 42250P103 | 27-Apr-23 | Elect Director Christine N. Garvey | Management | Yes | For | No | ||||||||
Healthpeak Properties, Inc. | PEAK | 42250P103 | 27-Apr-23 | Elect Director R. Kent Griffin, Jr. | Management | Yes | For | No | ||||||||
Healthpeak Properties, Inc. | PEAK | 42250P103 | 27-Apr-23 | Elect Director David B. Henry | Management | Yes | For | No | ||||||||
Healthpeak Properties, Inc. | PEAK | 42250P103 | 27-Apr-23 | Elect Director Sara G. Lewis | Management | Yes | For | No | ||||||||
Healthpeak Properties, Inc. | PEAK | 42250P103 | 27-Apr-23 | Elect Director Katherine M. Sandstrom | Management | Yes | For | No | ||||||||
Healthpeak Properties, Inc. | PEAK | 42250P103 | 27-Apr-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Healthpeak Properties, Inc. | PEAK | 42250P103 | 27-Apr-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Healthpeak Properties, Inc. | PEAK | 42250P103 | 27-Apr-23 | Approve Omnibus Stock Plan | Management | Yes | For | No | ||||||||
Healthpeak Properties, Inc. | PEAK | 42250P103 | 27-Apr-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Darius Adamczyk | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Mary C. Beckerle | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director D. Scott Davis | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Jennifer A. Doudna | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Joaquin Duato | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Marillyn A. Hewson | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Paula A. Johnson | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Hubert Joly | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Mark B. McClellan | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Anne M. Mulcahy | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Mark A. Weinberger | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Nadja Y. West | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Adopt Mandatory Arbitration Bylaw—Withdrawn | Shareholder | Yes | No | |||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Yes | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Yes | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Yes | Against | No | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Elect Director Jose (Joe) E. Almeida | Management | Yes | For | No | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Elect Director Michael F. Mahoney | Management | Yes | For | No | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Elect Director Patricia B. Morrison | Management | Yes | For | No | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Elect Director Stephen N. Oesterle | Management | Yes | For | No | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Elect Director Nancy M. Schlichting | Management | Yes | For | No | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Elect Director Brent Shafer | Management | Yes | For | No | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Elect Director Cathy R. Smith | Management | Yes | For | No | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Elect Director Amy A. Wendell | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Elect Director David S. Wilkes | Management | Yes | For | No | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Elect Director Peter M. Wilver | Management | Yes | For | No | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | Against | No | ||||||||
Baxter International Inc. | BAX | 071813109 | 02-May-23 | Adopt Share Retention Policy For Senior Executives | Shareholder | Yes | For | Yes | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Accept Financial Statements and Statutory Reports | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Approve Remuneration Report | Management | Yes | Against | Yes | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Re-elect Nils Andersen as Director | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Re-elect Judith Hartmann as Director | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Re-elect Adrian Hennah as Director | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Re-elect Alan Jope as Director | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Re-elect Andrea Jung as Director | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Re-elect Susan Kilsby as Director | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Re-elect Ruby Lu as Director | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Re-elect Strive Masiyiwa as Director | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Re-elect Youngme Moon as Director | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Re-elect Graeme Pitkethly as Director | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Re-elect Feike Sijbesma as Director | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Elect Nelson Peltz as Director | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Elect Hein Schumacher as Director | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Reappoint KPMG LLP as Auditors | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Authorise Board to Fix Remuneration of Auditors | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Authorise UK Political Donations and Expenditure | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Authorise Issue of Equity | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Authorise Issue of Equity without Pre-emptive Rights | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Authorise Market Purchase of Ordinary Shares | Management | Yes | For | No | ||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Authorise the Company to Call General Meeting with Two Weeks’ Notice | Management | Yes | For | No | ||||||||
3M Company | MMM | 88579Y101 | 09-May-23 | Elect Director Thomas “Tony” K. Brown | Management | Yes | For | No | ||||||||
3M Company | MMM | 88579Y101 | 09-May-23 | Elect Director Anne H. Chow | Management | Yes | For | No | ||||||||
3M Company | MMM | 88579Y101 | 09-May-23 | Elect Director David B. Dillon | Management | Yes | For | No | ||||||||
3M Company | MMM | 88579Y101 | 09-May-23 | Elect Director Michael L. Eskew | Management | Yes | For | No | ||||||||
3M Company | MMM | 88579Y101 | 09-May-23 | Elect Director James R. Fitterling | Management | Yes | For | No | ||||||||
3M Company | MMM | 88579Y101 | 09-May-23 | Elect Director Amy E. Hood | Management | Yes | For | No | ||||||||
3M Company | MMM | 88579Y101 | 09-May-23 | Elect Director Suzan Kereere | Management | Yes | For | No | ||||||||
3M Company | MMM | 88579Y101 | 09-May-23 | Elect Director Gregory R. Page | Management | Yes | For | No | ||||||||
3M Company | MMM | 88579Y101 | 09-May-23 | Elect Director Pedro J. Pizarro | Management | Yes | For | No | ||||||||
3M Company | MMM | 88579Y101 | 09-May-23 | Elect Director Michael F. Roman | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
3M Company | MMM | 88579Y101 | 09-May-23 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
3M Company | MMM | 88579Y101 | 09-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
3M Company | MMM | 88579Y101 | 09-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
American Water Works Company, Inc. | AWK | 030420103 | 10-May-23 | Elect Director Jeffrey N. Edwards | Management | Yes | For | No | ||||||||
American Water Works Company, Inc. | AWK | 030420103 | 10-May-23 | Elect Director Martha Clark Goss | Management | Yes | For | No | ||||||||
American Water Works Company, Inc. | AWK | 030420103 | 10-May-23 | Elect Director M. Susan Hardwick | Management | Yes | For | No | ||||||||
American Water Works Company, Inc. | AWK | 030420103 | 10-May-23 | Elect Director Kimberly J. Harris | Management | Yes | For | No | ||||||||
American Water Works Company, Inc. | AWK | 030420103 | 10-May-23 | Elect Director Laurie P. Havanec | Management | Yes | For | No | ||||||||
American Water Works Company, Inc. | AWK | 030420103 | 10-May-23 | Elect Director Julia L. Johnson | Management | Yes | For | No | ||||||||
American Water Works Company, Inc. | AWK | 030420103 | 10-May-23 | Elect Director Patricia L. Kampling | Management | Yes | For | No | ||||||||
American Water Works Company, Inc. | AWK | 030420103 | 10-May-23 | Elect Director Karl F. Kurz | Management | Yes | For | No | ||||||||
American Water Works Company, Inc. | AWK | 030420103 | 10-May-23 | Elect Director Michael L. Marberry | Management | Yes | For | No | ||||||||
American Water Works Company, Inc. | AWK | 030420103 | 10-May-23 | Elect Director James G. Stavridis | Management | Yes | For | No | ||||||||
American Water Works Company, Inc. | AWK | 030420103 | 10-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
American Water Works Company, Inc. | AWK | 030420103 | 10-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
American Water Works Company, Inc. | AWK | 030420103 | 10-May-23 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
American Water Works Company, Inc. | AWK | 030420103 | 10-May-23 | Oversee and Report a Racial Equity Audit | Shareholder | Yes | For | Yes | ||||||||
Zimmer Biomet Holdings, Inc. | ZBH | 98956P102 | 12-May-23 | Elect Director Christopher B. Begley | Management | Yes | For | No | ||||||||
Zimmer Biomet Holdings, Inc. | ZBH | 98956P102 | 12-May-23 | Elect Director Betsy J. Bernard | Management | Yes | For | No | ||||||||
Zimmer Biomet Holdings, Inc. | ZBH | 98956P102 | 12-May-23 | Elect Director Michael J. Farrell | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Zimmer Biomet Holdings, Inc. | ZBH | 98956P102 | 12-May-23 | Elect Director Robert A. Hagemann | Management | Yes | For | No | ||||||||
Zimmer Biomet Holdings, Inc. | ZBH | 98956P102 | 12-May-23 | Elect Director Bryan C. Hanson | Management | Yes | For | No | ||||||||
Zimmer Biomet Holdings, Inc. | ZBH | 98956P102 | 12-May-23 | Elect Director Arthur J. Higgins | Management | Yes | For | No | ||||||||
Zimmer Biomet Holdings, Inc. | ZBH | 98956P102 | 12-May-23 | Elect Director Maria Teresa Hilado | Management | Yes | For | No | ||||||||
Zimmer Biomet Holdings, Inc. | ZBH | 98956P102 | 12-May-23 | Elect Director Syed Jafry | Management | Yes | For | No | ||||||||
Zimmer Biomet Holdings, Inc. | ZBH | 98956P102 | 12-May-23 | Elect Director Sreelakshmi Kolli | Management | Yes | For | No | ||||||||
Zimmer Biomet Holdings, Inc. | ZBH | 98956P102 | 12-May-23 | Elect Director Michael W. Michelson | Management | Yes | For | No | ||||||||
Zimmer Biomet Holdings, Inc. | ZBH | 98956P102 | 12-May-23 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
Zimmer Biomet Holdings, Inc. | ZBH | 98956P102 | 12-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Zimmer Biomet Holdings, Inc. | ZBH | 98956P102 | 12-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Accept Financial Statements and Statutory Reports | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Allocate Disposable Profit | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Approve Discharge of Board of Directors | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Ratify BDO AG (Zurich) as Special Audit Firm | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Director Evan G. Greenberg | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Director Michael P. Connors | Management | Yes | Against | Yes | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Director Michael G. Atieh | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Director Kathy Bonanno | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Director Nancy K. Buese | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Director Sheila P. Burke | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Director Michael L. Corbat | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Director Robert J. Hugin | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Director Robert W. Scully | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Director Theodore E. Shasta | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Director David H. Sidwell | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Director Olivier Steimer | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Director Frances F. Townsend | Management | Yes | Against | Yes | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Evan G. Greenberg as Board Chairman | Management | Yes | Against | Yes | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Michael P. Connors as Member of the Compensation Committee | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect David H. Sidwell as Member of the Compensation Committee | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Elect Frances F. Townsend as Member of the Compensation Committee | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Designate Homburger AG as Independent Proxy | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Amend Articles Relating to Swiss Corporate Law Updates | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Amend Articles to Advance Notice Period | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Cancel Repurchased Shares | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Reduction of Par Value | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Approve Remuneration of Directors in the Amount of USD 5.5 Million | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Approve Remuneration Report | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Yes | For | Yes | ||||||||
Chubb Limited | CB | H1467J104 | 17-May-23 | Report on Human Rights Risk Assessment | Shareholder | Yes | Against | No | ||||||||
Universal Health Services, Inc. | UHS | 913903100 | 17-May-23 | Elect Director Nina Chen-Langenmayr | Management | Yes | For | No | ||||||||
Universal Health Services, Inc. | UHS | 913903100 | 17-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Universal Health Services, Inc. | UHS | 913903100 | 17-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | Yes | ||||||||
Universal Health Services, Inc. | UHS | 913903100 | 17-May-23 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Elect Director Nancy A. Altobello | Management | Yes | For | No | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Elect Director David P. Falck | Management | Yes | For | No | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Elect Director Edward G. Jepsen | Management | Yes | For | No | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Elect Director Rita S. Lane | Management | Yes | For | No | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Elect Director Robert A. Livingston | Management | Yes | For | No | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Elect Director Martin H. Loeffler | Management | Yes | For | No | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Elect Director R. Adam Norwitt | Management | Yes | For | No | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Elect Director Prahlad Singh | Management | Yes | For | No | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Elect Director Anne Clarke Wolff | Management | Yes | For | No | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Amphenol Corporation | APH | 032095101 | 18-May-23 | Report on Political Contributions and Expenditures | Shareholder | Yes | For | Yes | ||||||||
DENTSPLY SIRONA Inc. | XRAY | 24906P109 | 24-May-23 | Elect Director Eric K. Brandt | Management | Yes | For | No | ||||||||
DENTSPLY SIRONA Inc. | XRAY | 24906P109 | 24-May-23 | Elect Director Simon D. Campion | Management | Yes | For | No | ||||||||
DENTSPLY SIRONA Inc. | XRAY | 24906P109 | 24-May-23 | Elect Director Willie A. Deese | Management | Yes | For | No | ||||||||
DENTSPLY SIRONA Inc. | XRAY | 24906P109 | 24-May-23 | Elect Director Betsy D. Holden | Management | Yes | For | No | ||||||||
DENTSPLY SIRONA Inc. | XRAY | 24906P109 | 24-May-23 | Elect Director Clyde R. Hosein | Management | Yes | For | No | ||||||||
DENTSPLY SIRONA Inc. | XRAY | 24906P109 | 24-May-23 | Elect Director Harry M. Jansen Kraemer, Jr. | Management | Yes | For | No | ||||||||
DENTSPLY SIRONA Inc. | XRAY | 24906P109 | 24-May-23 | Elect Director Gregory T. Lucier | Management | Yes | For | No | ||||||||
DENTSPLY SIRONA Inc. | XRAY | 24906P109 | 24-May-23 | Elect Director Jonathan J. Mazelsky | Management | Yes | For | No | ||||||||
DENTSPLY SIRONA Inc. | XRAY | 24906P109 | 24-May-23 | Elect Director Leslie F. Varon | Management | Yes | For | No | ||||||||
DENTSPLY SIRONA Inc. | XRAY | 24906P109 | 24-May-23 | Elect Director Janet S. Vergis | Management | Yes | For | No | ||||||||
DENTSPLY SIRONA Inc. | XRAY | 24906P109 | 24-May-23 | Elect Director Dorothea Wenzel | Management | Yes | For | No | ||||||||
DENTSPLY SIRONA Inc. | XRAY | 24906P109 | 24-May-23 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
DENTSPLY SIRONA Inc. | XRAY | 24906P109 | 24-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
DENTSPLY SIRONA Inc. | XRAY | 24906P109 | 24-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Reinsurance Group of America, Incorporated | RGA | 759351604 | 24-May-23 | Elect Director Pina Albo | Management | Yes | For | No | ||||||||
Reinsurance Group of America, Incorporated | RGA | 759351604 | 24-May-23 | Elect Director Tony Cheng | Management | Yes | For | No | ||||||||
Reinsurance Group of America, Incorporated | RGA | 759351604 | 24-May-23 | Elect Director John J. Gauthier | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Reinsurance Group of America, Incorporated | RGA | 759351604 | 24-May-23 | Elect Director Patricia L. Guinn | Management | Yes | For | No | ||||||||
Reinsurance Group of America, Incorporated | RGA | 759351604 | 24-May-23 | Elect Director Anna Manning | Management | Yes | For | No | ||||||||
Reinsurance Group of America, Incorporated | RGA | 759351604 | 24-May-23 | Elect Director Hazel M. McNeilage | Management | Yes | For | No | ||||||||
Reinsurance Group of America, Incorporated | RGA | 759351604 | 24-May-23 | Elect Director George Nichols, III | Management | Yes | For | No | ||||||||
Reinsurance Group of America, Incorporated | RGA | 759351604 | 24-May-23 | Elect Director Stephen O’Hearn | Management | Yes | For | No | ||||||||
Reinsurance Group of America, Incorporated | RGA | 759351604 | 24-May-23 | Elect Director Shundrawn Thomas | Management | Yes | For | No | ||||||||
Reinsurance Group of America, Incorporated | RGA | 759351604 | 24-May-23 | Elect Director Khanh T. Tran | Management | Yes | For | No | ||||||||
Reinsurance Group of America, Incorporated | RGA | 759351604 | 24-May-23 | Elect Director Steven C. Van Wyk | Management | Yes | For | No | ||||||||
Reinsurance Group of America, Incorporated | RGA | 759351604 | 24-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Reinsurance Group of America, Incorporated | RGA | 759351604 | 24-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Reinsurance Group of America, Incorporated | RGA | 759351604 | 24-May-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Elect Director Alan L. Beller | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Elect Director Janet M. Dolan | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Elect Director Russell G. Golden | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Elect Director Patricia L. Higgins | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Elect Director William J. Kane | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Elect Director Thomas B. Leonardi | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Elect Director Clarence Otis, Jr. | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Elect Director Elizabeth E. Robinson | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Elect Director Philip T. (Pete) Ruegger, III | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Elect Director Rafael Santana | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Elect Director Todd C. Schermerhorn | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Elect Director Alan D. Schnitzer | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Elect Director Laurie J. Thomsen | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Elect Director Bridget van Kralingen | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Approve Omnibus Stock Plan | Management | Yes | For | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Report on Efforts to Measure, Disclose and Reduce GHG Emissions Associated with Underwriting | Shareholder | Yes | Against | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Adopt Time-Bound Policy to Phase Out Underwriting for New Fossil Fuel Exploration and Development | Shareholder | Yes | Against | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Oversee and Report on a Third-Party Racial Equity Audit | Shareholder | Yes | For | Yes | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Ensure Policies Do Not Support Police Violations of Civil Rights | Shareholder | Yes | Against | No | ||||||||
The Travelers Companies, Inc. | TRV | 89417E109 | 24-May-23 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities—Withdrawn | Shareholder | Yes | No | |||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Elect Director Todd J. Meredith | Management | Yes | For | No | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Elect Director John V. Abbott | Management | Yes | For | No | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Elect Director Nancy H. Agee | Management | Yes | For | No | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Elect Director W. Bradley Blair, II | Management | Yes | For | No | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Elect Director Vicki U. Booth | Management | Yes | For | No | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Elect Director Edward H. Braman | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Elect Director Ajay Gupta | Management | Yes | For | No | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Elect Director James J. Kilroy | Management | Yes | For | No | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Elect Director Jay P. Leupp | Management | Yes | For | No | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Elect Director Peter F. Lyle, Sr. | Management | Yes | For | No | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Elect Director Constance B. Moore | Management | Yes | For | No | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Elect Director John Knox Singleton | Management | Yes | For | No | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Elect Director Christann M. Vasquez | Management | Yes | For | No | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Ratify BDO USA, LLP as Auditors | Management | Yes | For | No | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Healthcare Realty Trust, Inc. | HR | 42226K105 | 05-Jun-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
MillerKnoll, Inc. | MLKN | 600544100 | 17-Oct-22 | Elect Director Lisa A. Kro | Management | Yes | For | For | ||||||||
MillerKnoll, Inc. | MLKN | 600544100 | 17-Oct-22 | Elect Director Michael C. Smith | Management | Yes | For | For | ||||||||
MillerKnoll, Inc. | MLKN | 600544100 | 17-Oct-22 | Elect Director Michael A. Volkema | Management | Yes | For | For | ||||||||
MillerKnoll, Inc. | MLKN | 600544100 | 17-Oct-22 | Ratify KPMG LLP as Auditors | Management | Yes | For | For | ||||||||
MillerKnoll, Inc. | MLKN | 600544100 | 17-Oct-22 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | For | ||||||||
Valvoline Inc. | VVV | 92047W101 | 26-Jan-23 | Elect Director Gerald W. Evans, Jr. | Management | Yes | For | For | ||||||||
Valvoline Inc. | VVV | 92047W101 | 26-Jan-23 | Elect Director Richard J. Freeland | Management | Yes | For | For | ||||||||
Valvoline Inc. | VVV | 92047W101 | 26-Jan-23 | Elect Director Carol H. Kruse | Management | Yes | For | For | ||||||||
Valvoline Inc. | VVV | 92047W101 | 26-Jan-23 | Elect Director Vada O. Manager | Management | Yes | For | For | ||||||||
Valvoline Inc. | VVV | 92047W101 | 26-Jan-23 | Elect Director Samuel J. Mitchell, Jr. | Management | Yes | For | For | ||||||||
Valvoline Inc. | VVV | 92047W101 | 26-Jan-23 | Elect Director Jennifer L. Slater | Management | Yes | For | For | ||||||||
Valvoline Inc. | VVV | 92047W101 | 26-Jan-23 | Elect Director Charles M. Sonsteby | Management | Yes | For | For | ||||||||
Valvoline Inc. | VVV | 92047W101 | 26-Jan-23 | Elect Director Mary J. Twinem | Management | Yes | For | For | ||||||||
Valvoline Inc. | VVV | 92047W101 | 26-Jan-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | For | ||||||||
Valvoline Inc. | VVV | 92047W101 | 26-Jan-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | For | ||||||||
Valvoline Inc. | VVV | 92047W101 | 26-Jan-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Accept Financial Statements and Statutory Reports | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Approve Discharge of Board and Senior Management | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Approve Allocation of Income and Dividends of CHF 3.20 per Share | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Approve CHF 63.1 Million Reduction in Share Capital via Cancellation of Repurchased Shares | Management | Yes | For | For |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Authorize Repurchase of up to CHF 10 Billion in Issued Share Capital | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Amend Articles Re: Electronic Participation; Virtual-Only Shareholder Meetings | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Amend Articles of Association | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Amend Articles of Association | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Approve Remuneration of Directors in the Amount of CHF 8.8 Million | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Approve Maximum Remuneration of Executive Committee in the Amount of CHF 90 Million | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Approve Remuneration Report | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reelect Joerg Reinhardt as Director and Board Chair | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reelect Nancy Andrews as Director | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reelect Ton Buechner as Director | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reelect Patrice Bula as Director | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reelect Elizabeth Doherty as Director | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reelect Bridgette Heller as Director | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reelect Daniel Hochstrasser as Director | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reelect Frans van Houten as Director | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reelect Simon Moroney as Director | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reelect Ana de Pro Gonzalo as Director | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reelect Charles Sawyers as Director | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reelect William Winters as Director | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Elect John Young as Director | Management | Yes | For | For |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reappoint Patrice Bula as Member of the Compensation Committee | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reappoint Bridgette Heller as Member of the Compensation Committee | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reappoint Simon Moroney as Member of the Compensation Committee | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Reappoint William Winters as Member of the Compensation Committee | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Ratify KPMG AG as Auditors | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Designate Peter Zahn as Independent Proxy | Management | Yes | For | For | ||||||||
Novartis AG | NOVN | H5820Q150 | 07-Mar-23 | Transact Other Business (Voting) | Management | Yes | Against | Against | ||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Receive Report of Executive Board (Non-Voting) | Management | No | ||||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Approve Remuneration Report | Management | Yes | For | For | ||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Adopt Financial Statements | Management | Yes | For | For | ||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Receive Explanation on Company’s Dividend Policy | Management | No | ||||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Approve Dividends | Management | Yes | For | For | ||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Approve Discharge of Executive Directors | Management | Yes | For | For | ||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Approve Discharge of Supervisory Board | Management | Yes | For | For | ||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Management | Yes | For | For | ||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | Management | Yes | For | For | ||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Authorize Board to Exclude Preemptive Rights from Share Issuances | Management | Yes | For | For | ||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Reelect M.R. de Carvalho to Supervisory Board | Management | Yes | For | For | ||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Reelect R.L. Ripley to Supervisory Board | Management | Yes | For | For | ||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Elect B. Pardo to Supervisory Board | Management | Yes | For | For |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Elect L.J. Hijmans van den Bergh to Supervisory Board | Management | Yes | For | For | ||||||||
Heineken NV | HEIA | N39427211 | 20-Apr-23 | Ratify Deloitte Accountants B.V. as Auditors | Management | Yes | For | For | ||||||||
Barrick Gold Corporation | ABX | 067901108 | 02-May-23 | Elect Director Mark Bristow | Management | Yes | For | For | ||||||||
Barrick Gold Corporation | ABX | 067901108 | 02-May-23 | Elect Director Helen Cai | Management | Yes | For | For | ||||||||
Barrick Gold Corporation | ABX | 067901108 | 02-May-23 | Elect Director Gustavo A. Cisneros | Management | Yes | For | For | ||||||||
Barrick Gold Corporation | ABX | 067901108 | 02-May-23 | Elect Director Christopher L. Coleman | Management | Yes | For | For | ||||||||
Barrick Gold Corporation | ABX | 067901108 | 02-May-23 | Elect Director Isela Costantini | Management | Yes | For | For | ||||||||
Barrick Gold Corporation | ABX | 067901108 | 02-May-23 | Elect Director J. Michael Evans | Management | Yes | For | For | ||||||||
Barrick Gold Corporation | ABX | 067901108 | 02-May-23 | Elect Director Brian L. Greenspun | Management | Yes | For | For | ||||||||
Barrick Gold Corporation | ABX | 067901108 | 02-May-23 | Elect Director J. Brett Harvey | Management | Yes | For | For | ||||||||
Barrick Gold Corporation | ABX | 067901108 | 02-May-23 | Elect Director Anne Kabagambe | Management | Yes | For | For | ||||||||
Barrick Gold Corporation | ABX | 067901108 | 02-May-23 | Elect Director Andrew J. Quinn | Management | Yes | For | For | ||||||||
Barrick Gold Corporation | ABX | 067901108 | 02-May-23 | Elect Director Loreto Silva | Management | Yes | For | For | ||||||||
Barrick Gold Corporation | ABX | 067901108 | 02-May-23 | Elect Director John L. Thornton | Management | Yes | For | For | ||||||||
Barrick Gold Corporation | ABX | 067901108 | 02-May-23 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | Yes | For | For | ||||||||
Barrick Gold Corporation | ABX | 067901108 | 02-May-23 | Advisory Vote on Executive Compensation Approach | Management | Yes | For | For | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Warren E. Buffett | Management | Yes | For | For | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Charles T. Munger | Management | Yes | For | For | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Gregory E. Abel | Management | Yes | For | For | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Howard G. Buffett | Management | Yes | For | For |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Susan A. Buffett | Management | Yes | For | For | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Stephen B. Burke | Management | Yes | Withhold | Against | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Kenneth I. Chenault | Management | Yes | Withhold | Against | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Christopher C. Davis | Management | Yes | For | For | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Susan L. Decker | Management | Yes | Withhold | Against | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Charlotte Guyman | Management | Yes | Withhold | Against | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Ajit Jain | Management | Yes | For | For | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Thomas S. Murphy, Jr. | Management | Yes | For | For | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Ronald L. Olson | Management | Yes | For | For | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Wallace R. Weitz | Management | Yes | For | For | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Elect Director Meryl B. Witmer | Management | Yes | For | For | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | Against | Against | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | Against | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Report on Physical and Transitional Climate-Related Risks and Opportunities | Shareholder | Yes | For | Against | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Report on Audit Committee’s Oversight on Climate Risks and Disclosures | Shareholder | Yes | For | Against | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Report If and How Company Will Measure, Disclose and Reduce GHG Emissions | Shareholder | Yes | For | Against | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Yes | For | Against | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Require Independent Board Chair | Shareholder | Yes | Against | For | ||||||||
Berkshire Hathaway Inc. | BRK.B | 084670702 | 06-May-23 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Yes | Against | For | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Elect Director Jessica L. Blume | Management | Yes | For | For |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Elect Director Kenneth A. Burdick | Management | Yes | For | For | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Elect Director Christopher J. Coughlin | Management | Yes | For | For | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Elect Director H. James Dallas | Management | Yes | For | For | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Elect Director Wayne S. DeVeydt | Management | Yes | For | For | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Elect Director Frederick H. Eppinger | Management | Yes | For | For | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Elect Director Monte E. Ford | Management | Yes | For | For | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Elect Director Sarah M. London | Management | Yes | For | For | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Elect Director Lori J. Robinson | Management | Yes | For | For | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Elect Director Theodore R. Samuels | Management | Yes | For | For | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | For | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | For | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Ratify KPMG LLP as Auditors | Management | Yes | For | For | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | Against | For | ||||||||
Centene Corporation | CNC | 15135B101 | 10-May-23 | Report on Maternal Morbidity Reduction Metrics in Executive Compensation | Shareholder | Yes | Against | For | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Accept Financial Statements and Statutory Reports | Management | Yes | For | For | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Approve Final Dividend | Management | Yes | For | For | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Elect Jacobus Petrus (Koos) Bekker as Director | Management | Yes | For | For | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Elect Zhang Xiulan as Director | Management | Yes | For | For | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Authorize Board to Fix Remuneration of Directors | Management | Yes | For | For | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | Yes | For | For |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | Yes | Against | Against | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Authorize Repurchase of Issued Share Capital | Management | Yes | For | For | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Adopt 2023 Share Option Scheme | Management | Yes | Against | Against | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Approve Transfer of Share Options | Management | Yes | Against | Against | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Approve Termination of the Existing Share Option Scheme | Management | Yes | Against | Against | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Approve Scheme Mandate Limit (Share Option) under the 2023 Share Option Scheme | Management | Yes | Against | Against | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Approve Service Provider Sublimit (Share Option) under the 2023 Share Option Scheme | Management | Yes | Against | Against | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Adopt 2023 Share Award Scheme | Management | Yes | Against | Against | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Approve Transfer of Share Awards | Management | Yes | Against | Against | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Approve Termination of the Existing Share Award Schemes | Management | Yes | Against | Against | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Approve Scheme Mandate Limit (Share Award) under the 2023 Share Award Scheme | Management | Yes | Against | Against | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Approve Scheme Mandate Limit (New Shares Share Award) under the 2023 Share Award Scheme | Management | Yes | Against | Against | ||||||||
Tencent Holdings Limited | 700 | G87572163 | 17-May-23 | Approve Service Provider Sublimit (New Shares Share Award) under the 2023 Share Award Scheme | Management | Yes | Against | Against | ||||||||
AIA Group Limited | 1299 | Y002A1105 | 18-May-23 | Accept Financial Statements and Statutory Reports | Management | Yes | For | For | ||||||||
AIA Group Limited | 1299 | Y002A1105 | 18-May-23 | Approve Final Dividend | Management | Yes | For | For | ||||||||
AIA Group Limited | 1299 | Y002A1105 | 18-May-23 | Elect Edmund Sze-Wing Tse as Director | Management | Yes | For | For | ||||||||
AIA Group Limited | 1299 | Y002A1105 | 18-May-23 | Elect Jack Chak-Kwong So as Director | Management | Yes | For | For | ||||||||
AIA Group Limited | 1299 | Y002A1105 | 18-May-23 | Elect Lawrence Juen-Yee Lau as Director | Management | Yes | For | For | ||||||||
AIA Group Limited | 1299 | Y002A1105 | 18-May-23 | Approve PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration | Management | Yes | For | For | ||||||||
AIA Group Limited | 1299 | Y002A1105 | 18-May-23 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | Management | Yes | For | For |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
AIA Group Limited | 1299 | Y002A1105 | 18-May-23 | Authorize Repurchase of Issued Share Capital | Management | Yes | For | For | ||||||||
AIA Group Limited | 1299 | Y002A1105 | 18-May-23 | Approve Increase in Rate of Directors’ Fees | Management | Yes | For | For | ||||||||
AIA Group Limited | 1299 | Y002A1105 | 18-May-23 | Amend Share Option Scheme | Management | Yes | For | For | ||||||||
AIA Group Limited | 1299 | Y002A1105 | 18-May-23 | Amend Restricted Share Unit Scheme | Management | Yes | For | For | ||||||||
AIA Group Limited | 1299 | Y002A1105 | 18-May-23 | Amend Employee Share Purchase Plan | Management | Yes | For | For | ||||||||
AIA Group Limited | 1299 | Y002A1105 | 18-May-23 | Amend Agency Share Purchase Plan | Management | Yes | For | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Elect Director Fernando Aguirre | Management | Yes | For | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Elect Director Jeffrey R. Balser | Management | Yes | For | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Elect Director C. David Brown, II | Management | Yes | For | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Elect Director Alecia A. DeCoudreaux | Management | Yes | For | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Elect Director Nancy-Ann M. DeParle | Management | Yes | For | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Elect Director Roger N. Farah | Management | Yes | For | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Elect Director Anne M. Finucane | Management | Yes | For | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Elect Director Edward J. Ludwig | Management | Yes | For | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Elect Director Karen S. Lynch | Management | Yes | For | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Elect Director Jean-Pierre Millon | Management | Yes | For | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Elect Director Mary L. Schapiro | Management | Yes | For | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | For |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Adopt a Paid Sick Leave Policy | Shareholder | Yes | Against | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | For | Against | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Yes | Against | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Commission Third Party Assessment on Company’s Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Yes | Against | For | ||||||||
CVS Health Corporation | CVS | 126650100 | 18-May-23 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Shareholder | Yes | Against | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Kenneth J. Bacon | Management | Yes | Withhold | Against | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Thomas J. Baltimore, Jr. | Management | Yes | For | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Madeline S. Bell | Management | Yes | Withhold | Against | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Edward D. Breen | Management | Yes | For | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Gerald L. Hassell | Management | Yes | For | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Jeffrey A. Honickman | Management | Yes | Withhold | Against | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Maritza G. Montiel | Management | Yes | For | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Asuka Nakahara | Management | Yes | For | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director David C. Novak | Management | Yes | For | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Brian L. Roberts | Management | Yes | For | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Approve Omnibus Stock Plan | Management | Yes | For | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Amend Qualified Employee Stock Purchase Plan | Management | Yes | For | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | For |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Oversee and Report on a Racial Equity Audit | Shareholder | Yes | Against | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Report on Climate Risk in Retirement Plan Options | Shareholder | Yes | Against | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Yes | Against | For | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Yes | For | Against | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Report on Risks Related to Operations in China | Shareholder | Yes | Against | For | ||||||||
Brookfield Corporation | BN | 11271J107 | 09-Jun-23 | Approve Decrease in Size of Board from Sixteen to Fourteen | Management | Yes | For | For | ||||||||
Brookfield Corporation | BN | 11271J107 | 09-Jun-23 | Elect Director M. Elyse Allan | Management | Yes | For | For | ||||||||
Brookfield Corporation | BN | 11271J107 | 09-Jun-23 | Elect Director Angela F. Braly | Management | Yes | For | For | ||||||||
Brookfield Corporation | BN | 11271J107 | 09-Jun-23 | Elect Director Janice Fukakusa | Management | Yes | For | For | ||||||||
Brookfield Corporation | BN | 11271J107 | 09-Jun-23 | Elect Director Maureen Kempston Darkes | Management | Yes | For | For | ||||||||
Brookfield Corporation | BN | 11271J107 | 09-Jun-23 | Elect Director Frank J. McKenna | Management | Yes | For | For | ||||||||
Brookfield Corporation | BN | 11271J107 | 09-Jun-23 | Elect Director Hutham S. Olayan | Management | Yes | For | For | ||||||||
Brookfield Corporation | BN | 11271J107 | 09-Jun-23 | Elect Director Diana L. Taylor | Management | Yes | For | For | ||||||||
Brookfield Corporation | BN | 11271J107 | 09-Jun-23 | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | Yes | For | For | ||||||||
Brookfield Corporation | BN | 11271J107 | 09-Jun-23 | Advisory Vote on Executive Compensation Approach | Management | Yes | For | For | ||||||||
Brookfield Corporation | BN | 11271J107 | 09-Jun-23 | Amend Escrowed Stock Plan | Management | Yes | For | For | ||||||||
Brookfield Corporation | BN | 11271J107 | 09-Jun-23 | Approve BNRE Restricted Stock Plan | Management | Yes | For | For | ||||||||
Brookfield Corporation | BN | 11271J107 | 09-Jun-23 | SP: Report on Tax Transparency | Shareholder | Yes | Against | For | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Elect Director Reveta Bowers | Management | Yes | For | For | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Elect Director Kerry Carr | Management | Yes | For | For |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Elect Director Robert Corti | Management | Yes | For | For | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Elect Director Brian Kelly | Management | Yes | For | For | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Elect Director Robert Kotick | Management | Yes | For | For | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Elect Director Barry Meyer | Management | Yes | For | For | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Elect Director Robert Morgado | Management | Yes | For | For | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Elect Director Peter Nolan | Management | Yes | For | For | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Elect Director Dawn Ostroff | Management | Yes | For | For | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | For | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | For | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | For | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | For | Against | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Adopt Policy on Freedom of Association and Collective Bargaining | Shareholder | Yes | For | Against | ||||||||
Activision Blizzard, Inc. | ATVI | 00507V109 | 21-Jun-23 | Report on Prevention of Harassment and Discrimination in the Workplace—Withdrawn | Shareholder | No | ||||||||||
Baidu, Inc. | 9888 | G07034104 | 27-Jun-23 | Amend Memorandum of Association and Articles of Association | Management | Yes | For | For |
Vote Summary Report
Reporting Period: 07/01/2022 to 06/30/2023
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | 1.1 | Elect Director Daniel Yong Zhang | Mgmt | For | For | For | |||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | 1.2 | Elect Director Jerry Yang | Mgmt | For | For | For | |||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | 1.3 | Elect Director Wan Ling Martello | Mgmt | For | For | For | |||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | 1.4 | Elect Director Weijian Shan | Mgmt | For | For | For | |||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | 1.5 | Elect Director Irene Yun-Lien Lee | Mgmt | For | For | For | |||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | 1.6 | Elect Director Albert Kong Ping Ng | Mgmt | For | For | For | |||||||||||
Alibaba Group Holding Limited | 9988 | 09/30/2022 | G01719114 | Annual | 08/03/2022 | 2 | Ratify PricewaterhouseCoopers as Auditors | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.1 | Elect Director Reid G. Hoffman | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.2 | Elect Director Hugh F. Johnston | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.3 | Elect Director Teri L. List | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.4 | Elect Director Satya Nadella | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.5 | Elect Director Sandra E. Peterson | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.6 | Elect Director Penny S. Pritzker | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.7 | Elect Director Carlos A. Rodriguez | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.8 | Elect Director Charles W. Scharf | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.9 | Elect Director John W. Stanton | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.10 | Elect Director John W. Thompson | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.11 | Elect Director Emma N. Walmsley | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 1.12 | Elect Director Padmasree Warrior | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 4 | Report on Cost/Benefit Analysis of Diversity and Inclusion | SH | Against | Against | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 5 | Report on Hiring of Persons with Arrest or Incarceration Records | SH | Against | For | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 6 | Assess and Report on the Company’s Retirement Funds’ Management of Systemic Climate Risk | SH | Against | For | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 7 | Report on Government Use of Microsoft Technology | SH | Against | For | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 8 | Report on Development of Products for Military | SH | Against | For | Against | |||||||||||
Microsoft Corporation | MSFT | 12/13/2022 | 594918104 | Annual | 10/12/2022 | 9 | Report on Tax Transparency | SH | Against | For | Against | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1a | Elect Director Lloyd A. Carney | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1b | Elect Director Kermit R. Crawford | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1c | Elect Director Francisco Javier Fernandez-Carbajal | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1d | Elect Director Alfred F. Kelly, Jr. | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1e | Elect Director Ramon Laguarta | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1f | Elect Director Teri L. List | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1g | Elect Director John F. Lundgren | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1h | Elect Director Denise M. Morrison | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1i | Elect Director Linda J. Rendle | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 1j | Elect Director Maynard G. Webb, Jr. | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 4 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Visa Inc. | V | 01/24/2023 | 92826C839 | Annual | 11/25/2022 | 5 | Require Independent Board Chair | SH | Against | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1a | Elect Director Jaime Ardila | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1b | Elect Director Nancy McKinstry | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1c | Elect Director Beth E. Mooney | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1d | Elect Director Gilles C. Pelisson | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1e | Elect Director Paula A. Price | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1f | Elect Director Venkata (Murthy) Renduchintala | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1g | Elect Director Arun Sarin | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1h | Elect Director Julie Sweet | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 1i | Elect Director Tracey T. Travis | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 5 | Renew the Board’s Authority to Issue Shares Under Irish Law | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Mgmt | For | For | For | |||||||||||
Accenture Plc | ACN | 02/01/2023 | G1151C101 | Annual | 12/06/2022 | 7 | Determine Price Range for Reissuance of Treasury Shares | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Mgmt | ||||||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 2 | Approve Allocation of Income and Dividends of EUR 0.95 per Share | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 3.1 | Approve Discharge of Management Board Member Bernhard Montag for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 3.2 | Approve Discharge of Management Board Member Jochen Schmitz for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 3.3 | Approve Discharge of Management Board Member Darleen Caron for Fiscal Year 2022 | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 3.4 | Approve Discharge of Management Board Member Elisabeth Staudinger-Leibrecht (since Dec. 1, 2021) for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 3.5 | Approve Discharge of Management Board Member Christoph Zindel (until March 31, 2022) for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.1 | Approve Discharge of Supervisory Board Member Ralf Thomas for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.2 | Approve Discharge of Supervisory Board Member Norbert Gaus for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.3 | Approve Discharge of Supervisory Board Member Roland Busch for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.4 | Approve Discharge of Supervisory Board Member Marion Helmes for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.5 | Approve Discharge of Supervisory Board Member Andreas Hoffmann for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.6 | Approve Discharge of Supervisory Board Member Philipp Roesler for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.7 | Approve Discharge of Supervisory Board Member Peer Schatz for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.8 | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.9 | Approve Discharge of Supervisory Board Member Gregory Sorensen for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 4.10 | Approve Discharge of Supervisory Board Member Karl-Heinz Streibich for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2023 | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 6 | Approve Remuneration Report | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.1 | Elect Ralf Thomas to the Supervisory Board | Mgmt | For | Against | Against | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.2 | Elect Veronika Bienert to the Supervisory Board | Mgmt | For | Against | Against | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.3 | Elect Marion Helmes to the Supervisory Board | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.4 | Elect Peter Koerte to the Supervisory Board | Mgmt | For | Against | Against | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.5 | Elect Sarena Lin to the Supervisory Board | Mgmt | For | Against | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.6 | Elect Nathalie von Siemens to the Supervisory Board | Mgmt | For | Against | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.7 | Elect Karl-Heinz Streibich to the Supervisory Board | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 7.8 | Elect Dow Wilson to the Supervisory Board | Mgmt | For | Against | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 8 | Approve Remuneration of Supervisory Board | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 9 | Approve Virtual-Only Shareholder Meetings Until 2028 | Mgmt | For | Against | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 10.1 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 10.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual General Meeting by Means of Audio and Video Transmission | Mgmt | For | For | For | |||||||||||
Siemens Healthineers AG | SHL | 02/15/2023 | D6T479107 | Annual | 02/08/2023 | 11 | Approve Affiliation Agreement with Siemens Healthineers Holding I GmbH | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1a | Elect Director Amy Banse | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1b | Elect Director Brett Biggs | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1c | Elect Director Melanie Boulden | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1d | Elect Director Frank Calderoni | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1e | Elect Director Laura Desmond | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1f | Elect Director Shantanu Narayen | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1g | Elect Director Spencer Neumann | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1h | Elect Director Kathleen Oberg | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1i | Elect Director Dheeraj Pandey | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1j | Elect Director David Ricks | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1k | Elect Director Daniel Rosensweig | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 1l | Elect Director John Warnock | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 3 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 5 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Adobe Inc. | ADBE | 04/20/2023 | 00724F101 | Annual | 02/21/2023 | 6 | Report on Hiring of Persons with Arrest or Incarceration Records | SH | Against | For | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | Ordinary Business | Mgmt | |||||||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 1 | Approve Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 2 | Approve Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 3 | Approve Allocation of Income and Dividends of EUR 12.00 per Share | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 4 | Approve Auditors’ Special Report on Related-Party Transactions | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 5 | Reelect Delphine Arnault as Director | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 6 | Reelect Antonio Belloni as Director | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 7 | Reelect Marie-Josee Kravis as Director | Mgmt | For | Against | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 8 | Reelect Marie-Laure Sauty de Chalon as Director | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 9 | Reelect Natacha Valla as Director | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 10 | Elect Laurent Mignon as Director | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 11 | Renew Appointment of Lord Powell of Bayswater as Censor | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 12 | Appoint Diego Della Valle as Censor | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 13 | Approve Compensation Report of Corporate Officers | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 14 | Approve Compensation of Bernard Arnault, Chairman and CEO | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 15 | Approve Compensation of Antonio Belloni, Vice-CEO | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 16 | Approve Remuneration Policy of Directors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 17 | Approve Remuneration Policy of Chairman and CEO | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 18 | Approve Remuneration Policy of Vice-CEO | Mgmt | For | Against | Against | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 19 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | Extraordinary Business | Mgmt | |||||||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 20 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 21 | Authorize Capitalization of Reserves of Up to EUR 20 Million for Bonus Issue or Increase in Par Value | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 22 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 23 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights With Binding Priority Right up to Aggregate Nominal Amount of EUR 20 Million | Mgmt | For | Against | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 24 | Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to Aggregate Nominal Amount of EUR 20 Million | Mgmt | For | Against | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 25 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | Mgmt | For | Against | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 26 | Authorize Capital Increase of Up to EUR 20 Million for Future Exchange Offers | Mgmt | For | Against | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 27 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 28 | Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Reserved for Employees and Corporate Officers | Mgmt | For | Against | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 29 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Mgmt | For | For | For | |||||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | 04/20/2023 | F58485115 | Annual/Special | 04/18/2023 | 30 | Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 20 Million | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | Ordinary Business | Mgmt | |||||||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 1 | Approve Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 2 | Approve Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 3 | Approve Allocation of Income and Dividends of EUR 6 per Share and an Extra of EUR 0.60 per Share to Long Term Registered Shares | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 4 | Reelect Sophie Bellon as Director | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 5 | Reelect Fabienne Dulac as Director | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 6 | Approve Remuneration of Directors in the Aggregate Amount of EUR 1.7 Million | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 7 | Approve Compensation Report of Corporate Officers | Mgmt | For | Against | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 8 | Approve Compensation of Jean-Paul Agon, Chairman of the Board | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 9 | Approve Compensation of Nicolas Hieronimus, CEO | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 10 | Approve Remuneration Policy of Directors | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 11 | Approve Remuneration Policy of Chairman of the Board | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 12 | Approve Remuneration Policy of CEO | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 13 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | Extraordinary Business | Mgmt | |||||||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 14 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 149,852,237.36 | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 15 | Authorize Capitalization of Reserves for Bonus Issue or Increase in Par Value | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 16 | Authorize Capital Increase of up to 2 Percent of Issued Capital for Contributions in Kind | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 17 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 18 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 19 | Approve Contribution in Kind of 25,383,118 Shares from Affaires Marche France et Domaines d’Excellence and Luxury of Retail, their Valuation and Remuneration | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 20 | Approve Contribution in Kind of 1,277,836 Shares from l’Oreal International Distribution, its Valuation and Remuneration | Mgmt | For | For | For | |||||||||||
L’Oreal SA | OR | 04/21/2023 | F58149133 | Annual/Special | 04/19/2023 | 21 | Authorize Filing of Required Documents/Other Formalities | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.1 | Elect Director Robert J. Alpern | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.2 | Elect Director Claire Babineaux-Fontenot | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.3 | Elect Director Sally E. Blount | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.4 | Elect Director Robert B. Ford | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.5 | Elect Director Paola Gonzalez | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.6 | Elect Director Michelle A. Kumbier | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.7 | Elect Director Darren W. McDew | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.8 | Elect Director Nancy McKinstry | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.9 | Elect Director Michael G. O’Grady | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.10 | Elect Director Michael F. Roman | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.11 | Elect Director Daniel J. Starks | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 1.12 | Elect Director John G. Stratton | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | SH | Against | Against | Against | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 6 | Require Independent Board Chair | SH | Against | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 7 | Report on Lobbying Payments and Policy | SH | Against | For | For | |||||||||||
Abbott Laboratories | ABT | 04/28/2023 | 002824100 | Annual | 03/01/2023 | 8 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | SH | Against | Against | Against | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Mgmt | ||||||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 2 | Approve Allocation of Income and Dividends of EUR 2.05 per Share | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 3 | Approve Discharge of Management Board for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 5 | Approve Remuneration Report | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 7 | Authorize Use of Financial Derivatives when Repurchasing Shares | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 8.1 | Elect Jennifer Xin-Zhe Li to the Supervisory Board | Mgmt | For | Against | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 8.2 | Elect Qi Lu to the Supervisory Board | Mgmt | For | Against | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 8.3 | Elect Punit Renjen to the Supervisory Board | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 9 | Approve Remuneration Policy for the Management Board | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 10 | Approve Remuneration Policy for the Supervisory Board | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 11.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | Mgmt | For | For | For | |||||||||||
SAP SE | SAP | 05/11/2023 | D66992104 | Annual | 04/19/2023 | 11.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.1 | Elect Director Kevin J. Dallas | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.2 | Elect Director Joseph M. Hogan | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.3 | Elect Director Joseph Lacob | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.4 | Elect Director C. Raymond Larkin, Jr. | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.5 | Elect Director George J. Morrow | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.6 | Elect Director Anne M. Myong | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.7 | Elect Director Andrea L. Saia | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 1.8 | Elect Director Susan E. Siegel | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 5 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | 016255101 | Annual | 03/23/2023 | 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1a | Elect Director Jeffrey P. Bezos | Mgmt | For | Against | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1b | Elect Director Andrew R. Jassy | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1c | Elect Director Keith B. Alexander | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1d | Elect Director Edith W. Cooper | Mgmt | For | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1e | Elect Director Jamie S. Gorelick | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1f | Elect Director Daniel P. Huttenlocher | Mgmt | For | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1g | Elect Director Judith A. McGrath | Mgmt | For | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1h | Elect Director Indra K. Nooyi | Mgmt | For | For | Abstain | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1i | Elect Director Jonathan J. Rubinstein | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1j | Elect Director Patricia Q. Stonesifer | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 1k | Elect Director Wendell P. Weeks | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 2 | Ratify Ratification of Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 5 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 6 | Report on Climate Risk in Retirement Plan Options | SH | Against | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 7 | Report on Customer Due Diligence | SH | Against | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | SH | Against | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 9 | Report on Government Take Down Requests | SH | Against | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | SH | Against | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 11 | Publish a Tax Transparency Report | SH | Against | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 12 | Report on Climate Lobbying | SH | Against | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 13 | Report on Median and Adjusted Gender/Racial Pay Gaps | SH | Against | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | SH | Against | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | SH | Against | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 16 | Commission Third Party Assessment on Company’s Commitment to Freedom of Association and Collective Bargaining | SH | Against | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 17 | Consider Pay Disparity Between Executives and Other Employees | SH | Against | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 18 | Report on Animal Welfare Standards | SH | Against | Against | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 19 | Establish a Public Policy Committee | SH | Against | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | SH | Against | For | Against | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 21 | Commission a Third Party Audit on Working Conditions | SH | Against | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 22 | Report on Efforts to Reduce Plastic Use | SH | Against | For | For | |||||||||||
Amazon.com, Inc. | AMZN | 05/24/2023 | 023135106 | Annual | 03/30/2023 | 23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | SH | Against | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1a | Elect Director Larry Page | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1b | Elect Director Sergey Brin | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1c | Elect Director Sundar Pichai | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1d | Elect Director John L. Hennessy | Mgmt | For | Against | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1e | Elect Director Frances H. Arnold | Mgmt | For | Against | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1f | Elect Director R. Martin “Marty” Chavez | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1g | Elect Director L. John Doerr | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1h | Elect Director Roger W. Ferguson, Jr. | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1i | Elect Director Ann Mather | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1j | Elect Director K. Ram Shriram | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 1k | Elect Director Robin L. Washington | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 3 | Amend Omnibus Stock Plan | Mgmt | For | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 5 | Advisory Vote on Say on Pay Frequency | Mgmt | Three Years | One Year | One Year | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 6 | Report on Lobbying Payments and Policy | SH | Against | For | For | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | SH | Against | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | SH | Against | For | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | SH | Against | For | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | SH | Against | For | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | SH | Against | For | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | SH | Against | For | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 13 | Report on Alignment of YouTube Policies With Online Safety Regulations | SH | Against | For | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 14 | Report on Content Governance and Censorship | SH | Against | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | SH | Against | For | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | SH | Against | Against | Against | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 17 | Adopt Share Retention Policy For Senior Executives | SH | Against | For | Against |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Alphabet Inc. | GOOGL | 06/02/2023 | 02079K305 | Annual | 04/04/2023 | 18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | SH | Against | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.1 | Elect Director Lester B. Knight | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.2 | Elect Director Gregory C. Case | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.3 | Elect Director Jin-Yong Cai | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.4 | Elect Director Jeffrey C. Campbell | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.5 | Elect Director Fulvio Conti | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.6 | Elect Director Cheryl A. Francis | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.7 | Elect Director Adriana Karaboutis | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.8 | Elect Director Richard C. Notebaert | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.9 | Elect Director Gloria Santona | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.10 | Elect Director Sarah E. Smith | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.11 | Elect Director Byron O. Spruell | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 1.12 | Elect Director Carolyn Y. Woo | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 4 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 5 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||||||||||
Aon plc | AON | 06/16/2023 | G0403H108 | Annual | 04/14/2023 | 7 | Amend Omnibus Plan | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1a | Elect Director Merit E. Janow | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Primary Security ID | Meeting Type | Record Date | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1b | Elect Director Candido Bracher | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1c | Elect Director Richard K. Davis | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1d | Elect Director Julius Genachowski | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1e | Elect Director Choon Phong Goh | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1f | Elect Director Oki Matsumoto | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1g | Elect Director Michael Miebach | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1h | Elect Director Youngme Moon | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1i | Elect Director Rima Qureshi | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1j | Elect Director Gabrielle Sulzberger | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1k | Elect Director Harit Talwar | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 1l | Elect Director Lance Uggla | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 4 | Approve Qualified Employee Stock Purchase Plan | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 6 | Report on Overseeing Risks Related to Discrimination | SH | Against | Against | Against | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 7 | Report on Establishing Merchant Category Code for Gun and Ammunition Stores | SH | Against | For | Against | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 8 | Report on Lobbying Payments and Policy | SH | Against | For | Against | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 9 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | SH | Against | Against | Against | |||||||||||
Mastercard Incorporated | MA | 06/27/2023 | 57636Q104 | Annual | 04/28/2023 | 10 | Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | SH | Against | Against | Against |
Vote Summary Report
Reporting Period: 07/01/2022 to 06/30/2023
Issuer Name | Ticker | Meeting Date | Country | Primary Security ID | Meeting Type | Record Date | Shares Voted | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 2 | Approve Remuneration Report | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 3 | Approve Final Dividend | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 4 | Elect John Shipsey as Director | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 5 | Re-elect Alison Platt as Director | Mgmt | For | Against | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 6 | Re-elect Ian Page as Director | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 7 | Re-elect Anthony Griffin as Director | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 8 | Re-elect Paul Sandland as Director | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 9 | Re-elect Lisa Bright as Director | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 10 | Re-elect Lawson Macartney as Director | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 11 | Re-elect Ishbel Macpherson as Director | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 12 | Reappoint PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 13 | Authorise the Audit Committee to Fix Remuneration of Auditors | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 14 | Authorise Issue of Equity | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 15 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 16 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 17 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For | |||||||||||||
Dechra Pharmaceuticals Plc | DPH | 10/20/2022 | United Kingdom | G2769C145 | Annual | 10/18/2022 | 34,907 | 18 | Authorise the Company to Call General Meeting with Two Weeks’ Notice | Mgmt | For | For | For | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | Meeting for ADR Holders | Mgmt | |||||||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 2 | Approve Remuneration Report | Mgmt | For | Against | Against |
Issuer Name | Ticker | Meeting Date | Country | Primary Security ID | Meeting Type | Record Date | Shares Voted | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 3 | Approve Remuneration Policy | Mgmt | For | Against | Against | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 4 | Appoint PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 5 | Authorise Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 6 | Elect John Cotterell as Director | Mgmt | For | For | For | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 7 | Elect Mark Thurston as Director | Mgmt | For | For | For | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 8 | Elect Andrew Allan as Director | Mgmt | For | For | For | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 9 | Elect Sulina Connal as Director | Mgmt | For | For | For | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 10 | Elect Ben Druskin as Director | Mgmt | For | For | For | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 11 | Elect David Pattillo as Director | Mgmt | For | For | For | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 12 | Elect Trevor Smith as Director | Mgmt | For | For | For | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 13 | Elect Kathryn Hollister as Director | Mgmt | For | For | For | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 14 | Authorise Issue of Equity | Mgmt | For | Against | Against | |||||||||||||
Endava Plc | DAVA | 12/12/2022 | United Kingdom | 29260V105 | Annual | 11/03/2022 | 19,019 | 15 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | Against | Against | |||||||||||||
Azenta, Inc. | AZTA | 01/31/2023 | USA | 114340102 | Annual | 12/12/2022 | 25,340 | 1.1 | Elect Director Frank E. Casal | Mgmt | For | For | For | |||||||||||||
Azenta, Inc. | AZTA | 01/31/2023 | USA | 114340102 | Annual | 12/12/2022 | 25,340 | 1.2 | Elect Director Robyn C. Davis | Mgmt | For | For | For | |||||||||||||
Azenta, Inc. | AZTA | 01/31/2023 | USA | 114340102 | Annual | 12/12/2022 | 25,340 | 1.3 | Elect Director Joseph R. Martin | Mgmt | For | For | For | |||||||||||||
Azenta, Inc. | AZTA | 01/31/2023 | USA | 114340102 | Annual | 12/12/2022 | 25,340 | 1.4 | Elect Director Erica J. McLaughlin | Mgmt | For | For | For | |||||||||||||
Azenta, Inc. | AZTA | 01/31/2023 | USA | 114340102 | Annual | 12/12/2022 | 25,340 | 1.5 | Elect Director Tina S. Nova | Mgmt | For | For | For | |||||||||||||
Azenta, Inc. | AZTA | 01/31/2023 | USA | 114340102 | Annual | 12/12/2022 | 25,340 | 1.6 | Elect Director Krishna G. Palepu | Mgmt | For | For | For | |||||||||||||
Azenta, Inc. | AZTA | 01/31/2023 | USA | 114340102 | Annual | 12/12/2022 | 25,340 | 1.7 | Elect Director Dorothy E. Puhy | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Country | Primary Security ID | Meeting Type | Record Date | Shares Voted | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||||
Azenta, Inc. | AZTA | 01/31/2023 | USA | 114340102 | Annual | 12/12/2022 | 25,340 | 1.8 | Elect Director Michael Rosenblatt | Mgmt | For | For | For | |||||||||||||
Azenta, Inc. | AZTA | 01/31/2023 | USA | 114340102 | Annual | 12/12/2022 | 25,340 | 1.9 | Elect Director Stephen S. Schwartz | Mgmt | For | For | For | |||||||||||||
Azenta, Inc. | AZTA | 01/31/2023 | USA | 114340102 | Annual | 12/12/2022 | 25,340 | 1.10 | Elect Director Ellen M. Zane | Mgmt | For | For | For | |||||||||||||
Azenta, Inc. | AZTA | 01/31/2023 | USA | 114340102 | Annual | 12/12/2022 | 25,340 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||||
Azenta, Inc. | AZTA | 01/31/2023 | USA | 114340102 | Annual | 12/12/2022 | 25,340 | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||||||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | USA | 303250104 | Annual | 01/03/2023 | 1,780 | 1a | Elect Director Braden R. Kelly | Mgmt | For | For | For | |||||||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | USA | 303250104 | Annual | 01/03/2023 | 1,780 | 1b | Elect Director Fabiola R. Arredondo | Mgmt | For | For | For | |||||||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | USA | 303250104 | Annual | 01/03/2023 | 1,780 | 1c | Elect Director James D. Kirsner | Mgmt | For | For | For | |||||||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | USA | 303250104 | Annual | 01/03/2023 | 1,780 | 1d | Elect Director William J. Lansing | Mgmt | For | For | For | |||||||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | USA | 303250104 | Annual | 01/03/2023 | 1,780 | 1e | Elect Director Eva Manolis | Mgmt | For | For | For | |||||||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | USA | 303250104 | Annual | 01/03/2023 | 1,780 | 1f | Elect Director Marc F. McMorris | Mgmt | For | For | For | |||||||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | USA | 303250104 | Annual | 01/03/2023 | 1,780 | 1g | Elect Director Joanna Rees | Mgmt | For | For | For | |||||||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | USA | 303250104 | Annual | 01/03/2023 | 1,780 | 1h | Elect Director David A. Rey | Mgmt | For | For | For | |||||||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | USA | 303250104 | Annual | 01/03/2023 | 1,780 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | USA | 303250104 | Annual | 01/03/2023 | 1,780 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||||
Fair Isaac Corporation | FICO | 03/01/2023 | USA | 303250104 | Annual | 01/03/2023 | 1,780 | 4 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 2.1 | Approve Allocation of Income and Dividends of CHF 1.45 per Share | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 2.2 | Approve Dividends of CHF 1.45 per Share from Capital Contribution Reserves | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 3 | Approve Discharge of Board and Senior Management | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 4 | Elect Matthias Gillner as Director | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 5.1 | Reelect Lukas Braunschweiler as Director | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 5.2 | Reelect Myra Eskes as Director | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 5.3 | Reelect Oliver Fetzer as Director | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 5.4 | Reelect Karen Huebscher as Director | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 5.5 | Reelect Christa Kreuzburg as Director | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Country | Primary Security ID | Meeting Type | Record Date | Shares Voted | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 5.6 | Reelect Daniel Marshak as Director | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 6 | Reelect Lukas Braunschweiler as Board Chair | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 7.1 | Reappoint Myra Eskes as Member of the Compensation Committee | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 7.2 | Reappoint Oliver Fetzer as Member of the Compensation Committee | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 7.3 | Reappoint Christa Kreuzburg as Member of the Compensation Committee | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 7.4 | Reappoint Daniel Marshak as Member of the Compensation Committee | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 8 | Ratify Ernst & Young AG as Auditors | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 9 | Designate Proxy Voting Services GmbH as Independent Proxy | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 10.1 | Approve Remuneration Report (Non-Binding) | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 10.2 | Approve Remuneration of Directors in the Amount of CHF 1.5 Million | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 10.3 | Approve Remuneration of Executive Committee in the Amount of CHF 20.5 Million | Mgmt | For | For | For | ||||||||||||||
Tecan Group AG | TECN | 04/18/2023 | Switzerland | H84774167 | Annual | 2,900 | 11 | Transact Other Business (Voting) | Mgmt | For | Against | Against | ||||||||||||||
Globant SA | GLOB | 04/19/2023 | Luxembourg | L44385109 | Annual/Special | 03/14/2023 | 6,920 | Annual Meeting Agenda | Mgmt | |||||||||||||||||
Globant SA | GLOB | 04/19/2023 | Luxembourg | L44385109 | Annual/Special | 03/14/2023 | 6,920 | 1 | Receive Board’s and Auditor’s Reports | Mgmt | ||||||||||||||||
Globant SA | GLOB | 04/19/2023 | Luxembourg | L44385109 | Annual/Special | 03/14/2023 | 6,920 | 2 | Approve Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||||||
Globant SA | GLOB | 04/19/2023 | Luxembourg | L44385109 | Annual/Special | 03/14/2023 | 6,920 | 3 | Approve Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||||||
Globant SA | GLOB | 04/19/2023 | Luxembourg | L44385109 | Annual/Special | 03/14/2023 | 6,920 | 4 | Approve Allocation of Income | Mgmt | For | For | For | |||||||||||||
Globant SA | GLOB | 04/19/2023 | Luxembourg | L44385109 | Annual/Special | 03/14/2023 | 6,920 | 5 | Approve Discharge of Directors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Country | Primary Security ID | Meeting Type | Record Date | Shares Voted | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||||
Globant SA | GLOB | 04/19/2023 | Luxembourg | L44385109 | Annual/Special | 03/14/2023 | 6,920 | 6 | Approve Remuneration of Directors | Mgmt | For | For | For | |||||||||||||
Globant SA | GLOB | 04/19/2023 | Luxembourg | L44385109 | Annual/Special | 03/14/2023 | 6,920 | 7 | Appoint PricewaterhouseCoopers, Societe Cooperative as Auditor for Annual Accounts and EU IFRS Consolidated Accounts | Mgmt | For | For | For | |||||||||||||
Globant SA | GLOB | 04/19/2023 | Luxembourg | L44385109 | Annual/Special | 03/14/2023 | 6,920 | 8 | Appoint Price Waterhouse & Co. S.R.L. as Auditor for IFRS Consolidated Accounts | Mgmt | For | For | For | |||||||||||||
Globant SA | GLOB | 04/19/2023 | Luxembourg | L44385109 | Annual/Special | 03/14/2023 | 6,920 | 9 | Reelect Linda Rottenberg as Director | Mgmt | For | Against | For | |||||||||||||
Globant SA | GLOB | 04/19/2023 | Luxembourg | L44385109 | Annual/Special | 03/14/2023 | 6,920 | 10 | Reelect Martin Umaran as Director | Mgmt | For | For | For | |||||||||||||
Globant SA | GLOB | 04/19/2023 | Luxembourg | L44385109 | Annual/Special | 03/14/2023 | 6,920 | 11 | Reelect Guibert Englebienne as Director | Mgmt | For | For | For | |||||||||||||
Globant SA | GLOB | 04/19/2023 | Luxembourg | L44385109 | Annual/Special | 03/14/2023 | 6,920 | Extraordinary Meeting Agenda | Mgmt | |||||||||||||||||
Globant SA | GLOB | 04/19/2023 | Luxembourg | L44385109 | Annual/Special | 03/14/2023 | 6,920 | 1 | Increase Authorized Share Capital and Amend Articles of Association | Mgmt | For | For | For | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | Annual Meeting Agenda | Mgmt | |||||||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 1 | Receive and Approve Board’s Reports | Mgmt | For | For | For | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 2 | Receive and Approve Director’s Special Report Re: Operations Carried Out Under the Authorized Capital Established | Mgmt | For | For | For | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 3 | Receive and Approve Auditor’s Reports | Mgmt | For | For | For | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 4 | Approve Consolidated Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 5 | Approve Financial Statements | Mgmt | For | For | For | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 6 | Approve Allocation of Income | Mgmt | For | For | For | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 7 | Approve Discharge of Directors | Mgmt | For | For | For | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 8 | Approve Discharge of Auditors | Mgmt | For | For | For | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 9 | Approve Remuneration Policy | Mgmt | For | For | For | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 10 | Approve Remuneration Report | Mgmt | For | Against | Against | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 11 | Reelect Ivo Rauh as Director | Mgmt | For | For | For | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 12 | Reelect Fereshteh Pouchantchi as Director | Mgmt | For | For | For | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 13 | Renew Appointment of Deloitte Audit as Auditor | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Country | Primary Security ID | Meeting Type | Record Date | Shares Voted | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 14 | Approve Remuneration of Directors | Mgmt | For | For | For | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 15 | Acknowledge Information on Repurchase Program | Mgmt | For | For | For | |||||||||||||
Eurofins Scientific SE | ERF | 04/27/2023 | Luxembourg | L31839134 | Annual | 04/13/2023 | 15,680 | 16 | Authorize Filing of Required Documents and Other Formalities | Mgmt | For | For | For | |||||||||||||
Goosehead Insurance, Inc. | GSHD | 05/01/2023 | USA | 38267D109 | Annual | 03/07/2023 | 41,120 | 1.1 | Elect Director Robyn Jones | Mgmt | For | For | For | |||||||||||||
Goosehead Insurance, Inc. | GSHD | 05/01/2023 | USA | 38267D109 | Annual | 03/07/2023 | 41,120 | 1.2 | Elect Director Thomas McConnon | Mgmt | For | For | For | |||||||||||||
Goosehead Insurance, Inc. | GSHD | 05/01/2023 | USA | 38267D109 | Annual | 03/07/2023 | 41,120 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For | |||||||||||||
Goosehead Insurance, Inc. | GSHD | 05/01/2023 | USA | 38267D109 | Annual | 03/07/2023 | 41,120 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | Against | Against | |||||||||||||
Paycom Software, Inc. | PAYC | 05/01/2023 | USA | 70432V102 | Annual | 03/15/2023 | 4,520 | 1.1 | Elect Director Sharen J. Turney | Mgmt | For | Withhold | For | |||||||||||||
Paycom Software, Inc. | PAYC | 05/01/2023 | USA | 70432V102 | Annual | 03/15/2023 | 4,520 | 1.2 | Elect Director J.C. Watts, Jr. | Mgmt | For | Withhold | For | |||||||||||||
Paycom Software, Inc. | PAYC | 05/01/2023 | USA | 70432V102 | Annual | 03/15/2023 | 4,520 | 2 | Ratify Grant Thornton LLP as Auditors | Mgmt | For | For | For | |||||||||||||
Paycom Software, Inc. | PAYC | 05/01/2023 | USA | 70432V102 | Annual | 03/15/2023 | 4,520 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | Against | For | |||||||||||||
Paycom Software, Inc. | PAYC | 05/01/2023 | USA | 70432V102 | Annual | 03/15/2023 | 4,520 | 4 | Approve Omnibus Stock Plan | Mgmt | For | For | For | |||||||||||||
Paycom Software, Inc. | PAYC | 05/01/2023 | USA | 70432V102 | Annual | 03/15/2023 | 4,520 | 5 | Amend Certificate of Incorporation to Limit the Personal Liability of Certain Officers | Mgmt | For | For | For | |||||||||||||
Paycom Software, Inc. | PAYC | 05/01/2023 | USA | 70432V102 | Annual | 03/15/2023 | 4,520 | 6 | Require a Majority Vote for the Election of Directors | SH | Against | For | Against | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 1 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 2a | Elect Director Luc Bertrand | Mgmt | For | For | For | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 2b | Elect Director Nicolas Darveau-Garneau | Mgmt | For | For | For | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 2c | Elect Director Martine Irman | Mgmt | For | For | For | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 2d | Elect Director Moe Kermani | Mgmt | For | For | For | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 2e | Elect Director William Linton | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Country | Primary Security ID | Meeting Type | Record Date | Shares Voted | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 2f | Elect Director Audrey Mascarenhas | Mgmt | For | For | For | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 2g | Elect Director John McKenzie | Mgmt | For | For | For | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 2h | Elect Director Monique Mercier | Mgmt | For | For | For | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 2i | Elect Director Kevin Sullivan | Mgmt | For | For | For | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 2j | Elect Director Claude Tessier | Mgmt | For | For | For | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 2k | Elect Director Eric Wetlaufer | Mgmt | For | For | For | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 2l | Elect Director Ava Yaskiel | Mgmt | For | For | For | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 3 | Advisory Vote on Executive Compensation Approach | Mgmt | For | For | For | |||||||||||||
TMX Group Limited | X | 05/02/2023 | Canada | 87262K105 | Annual/Special | 03/13/2023 | 8,140 | 4 | Approve Stock Split | Mgmt | For | For | For | |||||||||||||
Altus Group Limited | AIF | 05/03/2023 | Canada | 02215R107 | Annual | 03/20/2023 | 41,266 | 1a | Elect Director Wai-Fong Au | Mgmt | For | For | For | |||||||||||||
Altus Group Limited | AIF | 05/03/2023 | Canada | 02215R107 | Annual | 03/20/2023 | 41,266 | 1b | Elect Director Angela L. Brown | Mgmt | For | For | For | |||||||||||||
Altus Group Limited | AIF | 05/03/2023 | Canada | 02215R107 | Annual | 03/20/2023 | 41,266 | 1c | Elect Director Colin J. Dyer | Mgmt | For | For | For | |||||||||||||
Altus Group Limited | AIF | 05/03/2023 | Canada | 02215R107 | Annual | 03/20/2023 | 41,266 | 1d | Elect Director Tony Gaffney | Mgmt | For | For | For | |||||||||||||
Altus Group Limited | AIF | 05/03/2023 | Canada | 02215R107 | Annual | 03/20/2023 | 41,266 | 1e | Elect Director Michael J. Gordon | Mgmt | For | For | For | |||||||||||||
Altus Group Limited | AIF | 05/03/2023 | Canada | 02215R107 | Annual | 03/20/2023 | 41,266 | 1f | Elect Director Anthony W. Long | Mgmt | For | For | For | |||||||||||||
Altus Group Limited | AIF | 05/03/2023 | Canada | 02215R107 | Annual | 03/20/2023 | 41,266 | 1g | Elect Director Diane MacDiarmid | Mgmt | For | For | For | |||||||||||||
Altus Group Limited | AIF | 05/03/2023 | Canada | 02215R107 | Annual | 03/20/2023 | 41,266 | 1h | Elect Director Raymond Mikulich | Mgmt | For | For | For | |||||||||||||
Altus Group Limited | AIF | 05/03/2023 | Canada | 02215R107 | Annual | 03/20/2023 | 41,266 | 1i | Elect Director Carolyn M. Schuetz | Mgmt | For | For | For | |||||||||||||
Altus Group Limited | AIF | 05/03/2023 | Canada | 02215R107 | Annual | 03/20/2023 | 41,266 | 1j | Elect Director Janet P. Woodruff | Mgmt | For | For | For | |||||||||||||
Altus Group Limited | AIF | 05/03/2023 | Canada | 02215R107 | Annual | 03/20/2023 | 41,266 | 2 | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Country | Primary Security ID | Meeting Type | Record Date | Shares Voted | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||||
Altus Group Limited | AIF | 05/03/2023 | Canada | 02215R107 | Annual | 03/20/2023 | 41,266 | 3 | Advisory Vote on Executive Compensation Approach | Mgmt | For | For | For | |||||||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | USA | 339750101 | Annual | 03/15/2023 | 12,550 | 1a | Elect Director Dwight L. James | Mgmt | For | For | For | |||||||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | USA | 339750101 | Annual | 03/15/2023 | 12,550 | 1b | Elect Director Melissa Kersey | Mgmt | For | For | For | |||||||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | USA | 339750101 | Annual | 03/15/2023 | 12,550 | 1c | Elect Director Peter M. Starrett | Mgmt | For | For | For | |||||||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | USA | 339750101 | Annual | 03/15/2023 | 12,550 | 1d | Elect Director Thomas V. Taylor | Mgmt | For | For | For | |||||||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | USA | 339750101 | Annual | 03/15/2023 | 12,550 | 1e | Elect Director George Vincent West | Mgmt | For | For | For | |||||||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | USA | 339750101 | Annual | 03/15/2023 | 12,550 | 1f | Elect Director Charles D. Young | Mgmt | For | For | For | |||||||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | USA | 339750101 | Annual | 03/15/2023 | 12,550 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For | |||||||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | USA | 339750101 | Annual | 03/15/2023 | 12,550 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||||
Floor & Decor Holdings, Inc. | FND | 05/10/2023 | USA | 339750101 | Annual | 03/15/2023 | 12,550 | 4 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||||||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | USA | 902252105 | Annual | 03/17/2023 | 4,350 | 1.1 | Elect Director Glenn A. Carter | Mgmt | For | For | For | |||||||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | USA | 902252105 | Annual | 03/17/2023 | 4,350 | 1.2 | Elect Director Brenda A. Cline | Mgmt | For | For | For | |||||||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | USA | 902252105 | Annual | 03/17/2023 | 4,350 | 1.3 | Elect Director Ronnie D. Hawkins, Jr. | Mgmt | For | For | For | |||||||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | USA | 902252105 | Annual | 03/17/2023 | 4,350 | 1.4 | Elect Director Mary L. Landrieu | Mgmt | For | For | For | |||||||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | USA | 902252105 | Annual | 03/17/2023 | 4,350 | 1.5 | Elect Director John S. Marr, Jr. | Mgmt | For | For | For | |||||||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | USA | 902252105 | Annual | 03/17/2023 | 4,350 | 1.6 | Elect Director H. Lynn Moore, Jr. | Mgmt | For | For | For | |||||||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | USA | 902252105 | Annual | 03/17/2023 | 4,350 | 1.7 | Elect Director Daniel M. Pope | Mgmt | For | For | For | |||||||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | USA | 902252105 | Annual | 03/17/2023 | 4,350 | 1.8 | Elect Director Dustin R. Womble | Mgmt | For | For | For | |||||||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | USA | 902252105 | Annual | 03/17/2023 | 4,350 | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | USA | 902252105 | Annual | 03/17/2023 | 4,350 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Country | Primary Security ID | Meeting Type | Record Date | Shares Voted | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||||
Tyler Technologies, Inc. | TYL | 05/11/2023 | USA | 902252105 | Annual | 03/17/2023 | 4,350 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | Germany | D1648T108 | Annual | 04/24/2023 | 15,170 | 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Mgmt | ||||||||||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | Germany | D1648T108 | Annual | 04/24/2023 | 15,170 | 2 | Accept Financial Statements and Statutory Reports for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | Germany | D1648T108 | Annual | 04/24/2023 | 15,170 | 3 | Approve Allocation of Income and Dividends of EUR 1.06 per Share | Mgmt | For | For | For | |||||||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | Germany | D1648T108 | Annual | 04/24/2023 | 15,170 | 4 | Approve Discharge of Personally Liable Partner for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | Germany | D1648T108 | Annual | 04/24/2023 | 15,170 | 5 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | Mgmt | For | For | For | |||||||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | Germany | D1648T108 | Annual | 04/24/2023 | 15,170 | 6 | Ratify KPMG AG as Auditors for Fiscal Year 2023 | Mgmt | For | For | For | |||||||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | Germany | D1648T108 | Annual | 04/24/2023 | 15,170 | 7 | Approve Virtual-Only Shareholder Meetings Until 2028 | Mgmt | For | For | For | |||||||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | Germany | D1648T108 | Annual | 04/24/2023 | 15,170 | 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 | |||||||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | Germany | D1648T108 | Annual | 04/24/2023 | 15,170 | 9 | Amend Articles Re: Electronic Communication; Absentee Vote | Mgmt | For | For | For | |||||||||||||
CTS Eventim AG & Co. KGaA | EVD | 05/16/2023 | Germany | D1648T108 | Annual | 04/24/2023 | 15,170 | 10 | Approve Remuneration Report | Mgmt | For | Against | Against | |||||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | USA | 016255101 | Annual | 03/23/2023 | 3,610 | 1.1 | Elect Director Kevin J. Dallas | Mgmt | For | For | For | |||||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | USA | 016255101 | Annual | 03/23/2023 | 3,610 | 1.2 | Elect Director Joseph M. Hogan | Mgmt | For | For | For | |||||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | USA | 016255101 | Annual | 03/23/2023 | 3,610 | 1.3 | Elect Director Joseph Lacob | Mgmt | For | For | For | |||||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | USA | 016255101 | Annual | 03/23/2023 | 3,610 | 1.4 | Elect Director C. Raymond Larkin, Jr. | Mgmt | For | For | For | |||||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | USA | 016255101 | Annual | 03/23/2023 | 3,610 | 1.5 | Elect Director George J. Morrow | Mgmt | For | For | For | |||||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | USA | 016255101 | Annual | 03/23/2023 | 3,610 | 1.6 | Elect Director Anne M. Myong | Mgmt | For | For | For | |||||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | USA | 016255101 | Annual | 03/23/2023 | 3,610 | 1.7 | Elect Director Andrea L. Saia | Mgmt | For | For | For | |||||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | USA | 016255101 | Annual | 03/23/2023 | 3,610 | 1.8 | Elect Director Susan E. Siegel | Mgmt | For | For | For | |||||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | USA | 016255101 | Annual | 03/23/2023 | 3,610 | 2 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Mgmt | For | For | For | |||||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | USA | 016255101 | Annual | 03/23/2023 | 3,610 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Country | Primary Security ID | Meeting Type | Record Date | Shares Voted | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | USA | 016255101 | Annual | 03/23/2023 | 3,610 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year | One Year | |||||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | USA | 016255101 | Annual | 03/23/2023 | 3,610 | 5 | Amend Omnibus Stock Plan | Mgmt | For | For | For | |||||||||||||
Align Technology, Inc. | ALGN | 05/17/2023 | USA | 016255101 | Annual | 03/23/2023 | 3,610 | 6 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 1 | Accept Financial Statements and Statutory Reports | Mgmt | For | For | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 2 | Approve Remuneration Report | Mgmt | For | For | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 3 | Approve Final Dividend | Mgmt | For | For | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 4 | Elect Don Robert as Director | Mgmt | For | For | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 5 | Re-elect Bertrand Bodson as Director | Mgmt | For | For | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 6 | Re-elect Georges Fornay as Director | Mgmt | For | For | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 7 | Re-elect Charlotta Ginman as Director | Mgmt | For | Against | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 8 | Re-elect Jon Hauck as Director | Mgmt | For | For | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 9 | Re-elect Marion Sears as Director | Mgmt | For | Against | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 10 | Re-elect Neil Thompson as Director | Mgmt | For | Against | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 11 | Reappoint BDO LLP as Auditors | Mgmt | For | For | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 12 | Authorise Board to Fix Remuneration of Auditors | Mgmt | For | For | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 13 | Authorise Issue of Equity | Mgmt | For | For | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 14 | Approve Increase in the Cap on Aggregate Fees Payable to Directors | Mgmt | For | For | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 15 | Authorise Issue of Equity without Pre-emptive Rights | Mgmt | For | For | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 16 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | Mgmt | For | For | For | |||||||||||||
Keywords Studios Plc | KWS | 05/26/2023 | United Kingdom | G5254U108 | Annual | 05/24/2023 | 67,101 | 17 | Authorise Market Purchase of Ordinary Shares | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Country | Primary Security ID | Meeting Type | Record Date | Shares Voted | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction | |||||||||||||
Revolve Group, Inc. | RVLV | 06/09/2023 | USA | 76156B107 | Annual | 04/14/2023 | 48,120 | 1.1 | Elect Director Michael (“Mike”) Karanikolas | Mgmt | For | Withhold | For | |||||||||||||
Revolve Group, Inc. | RVLV | 06/09/2023 | USA | 76156B107 | Annual | 04/14/2023 | 48,120 | 1.2 | Elect Director Michael Mente | Mgmt | For | Withhold | For | |||||||||||||
Revolve Group, Inc. | RVLV | 06/09/2023 | USA | 76156B107 | Annual | 04/14/2023 | 48,120 | 1.3 | Elect Director Melanie Cox | Mgmt | For | For | For | |||||||||||||
Revolve Group, Inc. | RVLV | 06/09/2023 | USA | 76156B107 | Annual | 04/14/2023 | 48,120 | 1.4 | Elect Director Oana Ruxandra | Mgmt | For | For | For | |||||||||||||
Revolve Group, Inc. | RVLV | 06/09/2023 | USA | 76156B107 | Annual | 04/14/2023 | 48,120 | 1.5 | Elect Director Marc Stolzman | Mgmt | For | For | For | |||||||||||||
Revolve Group, Inc. | RVLV | 06/09/2023 | USA | 76156B107 | Annual | 04/14/2023 | 48,120 | 2 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||||||||||||
Revolve Group, Inc. | RVLV | 06/09/2023 | USA | 76156B107 | Annual | 04/14/2023 | 48,120 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||||
Five Below, Inc. | FIVE | 06/13/2023 | USA | 33829M101 | Annual | 04/18/2023 | 9,358 | 1a | Elect Director Joel D. Anderson | Mgmt | For | For | For | |||||||||||||
Five Below, Inc. | FIVE | 06/13/2023 | USA | 33829M101 | Annual | 04/18/2023 | 9,358 | 1b | Elect Director Kathleen S. Barclay | Mgmt | For | For | For | |||||||||||||
Five Below, Inc. | FIVE | 06/13/2023 | USA | 33829M101 | Annual | 04/18/2023 | 9,358 | 1c | Elect Director Thomas M. Ryan | Mgmt | For | For | For | |||||||||||||
Five Below, Inc. | FIVE | 06/13/2023 | USA | 33829M101 | Annual | 04/18/2023 | 9,358 | 2 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For | |||||||||||||
Five Below, Inc. | FIVE | 06/13/2023 | USA | 33829M101 | Annual | 04/18/2023 | 9,358 | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Mgmt | For | For | For | |||||||||||||
Five Below, Inc. | FIVE | 06/13/2023 | USA | 33829M101 | Annual | 04/18/2023 | 9,358 | 4 | Amend Bylaws to Limit the Liability of Officers | Mgmt | For | For | For | |||||||||||||
Five Below, Inc. | FIVE | 06/13/2023 | USA | 33829M101 | Annual | 04/18/2023 | 9,358 | 5 | Amend Bylaws to Amend the Limitation of Liability of Directors Provision | Mgmt | For | For | For |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 1.1 | Elect Director Steve Cutler | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 1.2 | Elect Director John Climax | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 1.3 | Elect Director Ronan Murphy | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 2 | Accept Financial Statements and Statutory Reports | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 3 | Authorise Board to Fix Remuneration of Auditors | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 4 | Authorize Issue of Equity | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 5 | Authorize Issue of Equity without Pre-emptive Rights | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 6 | Authorize Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 7 | Authorize Share Repurchase Program | For | For | Yes | |||||||||
ICON plc | ICLR | G4705A100 | 26-Jul-22 | Management | 8 | Approve the Price Range for the Reissuance of Shares | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1a | Elect Director Richard H. Anderson | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1b | Elect Director Craig Arnold | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1c | Elect Director Scott C. Donnelly | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1d | Elect Director Lidia L. Fonseca | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1e | Elect Director Andrea J. Goldsmith | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1f | Elect Director Randall J. Hogan, III | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1g | Elect Director Kevin E. Lofton | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1h | Elect Director Geoffrey S. Martha | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1i | Elect Director Elizabeth G. Nabel | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1j | Elect Director Denise M. O’Leary | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 1k | Elect Director Kendall J. Powell | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 4 | Renew the Board’s Authority to Issue Shares Under Irish Law | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 5 | Renew the Board’s Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | For | For | Yes | |||||||||
Medtronic Plc | MDT | G5960L103 | 08-Dec-22 | Management | 6 | Authorize Overseas Market Purchases of Ordinary Shares | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1a | Elect Director Jaime Ardila | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1b | Elect Director Nancy McKinstry | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1c | Elect Director Beth E. Mooney | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1d | Elect Director Gilles C. Pelisson | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1e | Elect Director Paula A. Price | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1f | Elect Director Venkata (Murthy) Renduchintala | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1g | Elect Director Arun Sarin | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1h | Elect Director Julie Sweet | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 1i | Elect Director Tracey T. Travis | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 4 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 5 | Renew the Board’s Authority to Issue Shares Under Irish Law | For | For | Yes | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 6 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Management | 7 | Determine Price Range for Reissuance of Treasury Shares | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 1 | Accept Financial Statements and Statutory Reports | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 2 | Approve Remuneration Report | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 3 | Approve Final Dividend | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 4 | Elect Maggie Jones as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 5 | Re-elect Andrew Duff as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 6 | Re-elect Sangeeta Anand as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 7 | Re-elect John Bates as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 8 | Re-elect Jonathan Bewes as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 9 | Re-elect Annette Court as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 10 | Re-elect Drummond Hall as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 11 | Re-elect Derek Harding as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 12 | Re-elect Steve Hare as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 13 | Re-elect Jonathan Howell as Director | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 14 | Reappoint Ernst & Young LLP as Auditors | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 15 | Authorise the Audit and Risk Committee to Fix Remuneration of Auditors | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 16 | Authorise UK Political Donations and Expenditure | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 17 | Approve Increase in the Maximum Aggregate Fees Payable to Non-Executive Directors | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 18 | Amend 2019 Restricted Share Plan | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 19 | Approve Colleague Share Purchase Plan | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 20 | Authorise Issue of Equity | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 21 | Authorise Issue of Equity without Pre-emptive Rights | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 22 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 23 | Authorise Market Purchase of Ordinary Shares | For | For | Yes | |||||||||
The Sage Group plc | SGE | G7771K142 | 02-Feb-23 | Management | 24 | Authorise the Company to Call General Meeting with Two Weeks’ Notice | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Yes | |||||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 2 | Approve Allocation of Income and Dividends of EUR 0.95 per Share | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 3.1 | Approve Discharge of Management Board Member Bernhard Montag for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 3.2 | Approve Discharge of Management Board Member Jochen Schmitz for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 3.3 | Approve Discharge of Management Board Member Darleen Caron for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 3.4 | Approve Discharge of Management Board Member Elisabeth Staudinger-Leibrecht (since Dec. 1, 2021) for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 3.5 | Approve Discharge of Management Board Member Christoph Zindel (until March 31, 2022) for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.1 | Approve Discharge of Supervisory Board Member Ralf Thomas for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.2 | Approve Discharge of Supervisory Board Member Norbert Gaus for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.3 | Approve Discharge of Supervisory Board Member Roland Busch for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.4 | Approve Discharge of Supervisory Board Member Marion Helmes for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.5 | Approve Discharge of Supervisory Board Member Andreas Hoffmann for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.6 | Approve Discharge of Supervisory Board Member Philipp Roesler for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.7 | Approve Discharge of Supervisory Board Member Peer Schatz for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.8 | Approve Discharge of Supervisory Board Member Nathalie von Siemens for Fiscal Year 2022 | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.9 | Approve Discharge of Supervisory Board Member Gregory Sorensen for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 4.10 | Approve Discharge of Supervisory Board Member Karl-Heinz Streibich for Fiscal Year 2022 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 5 | Ratify Ernst & Young GmbH as Auditors for Fiscal Year 2023 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 6 | Approve Remuneration Report | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.1 | Elect Ralf Thomas to the Supervisory Board | For | Against | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.2 | Elect Veronika Bienert to the Supervisory Board | For | Against | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.3 | Elect Marion Helmes to the Supervisory Board | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.4 | Elect Peter Koerte to the Supervisory Board | For | Against | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.5 | Elect Sarena Lin to the Supervisory Board | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.6 | Elect Nathalie von Siemens to the Supervisory Board | For | Against | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.7 | Elect Karl-Heinz Streibich to the Supervisory Board | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 7.8 | Elect Dow Wilson to the Supervisory Board | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 8 | Approve Remuneration of Supervisory Board | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 9 | Approve Virtual-Only Shareholder Meetings Until 2028 | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 10.1 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 10.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual General Meeting by Means of Audio and Video Transmission | For | For | Yes | |||||||||
Siemens Healthineers AG | SHL | D6T479107 | 15-Feb-23 | Management | 11 | Approve Affiliation Agreement with Siemens Healthineers Holding I GmbH | For | For | Yes | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 1 | Open Meeting | No | |||||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 2 | Elect Chairman of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 3 | Prepare and Approve List of Shareholders | For | For | No |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 4 | Approve Agenda of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 5 | Designate Inspector(s) of Minutes of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 6 | Acknowledge Proper Convening of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.a | Accept Financial Statements and Statutory Reports | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.b | Approve Allocation of Income and Dividends of EUR 2.00 Per Share | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c1 | Approve Discharge of Jens von Bahr | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c2 | Approve Discharge of Fredrik Osterberg | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c3 | Approve Discharge of Ian Livingstone | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c4 | Approve Discharge of Joel Citron | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c5 | Approve Discharge of Jonas Engwall | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c6 | Approve Discharge of Mimi Drake | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c7 | Approve Discharge of Sandra Urie | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 7.c8 | Approve Discharge of Martin Carlesund | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 8 | Determine Number of Members (7) and Deputy Members (0) of Board | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 9 | Approve Remuneration of Directors in the Amount of EUR 400,000 to Chairman and EUR 100,000 for Other Directors | For | Against | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 10.1 | Reelect Jens von Bahr (Chair) as Director | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 10.2 | Reelect Fredrik Osterberg as Director | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 10.3 | Reelect Ian Livingstone as Director | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 10.4 | Reelect Joel Citron as Director | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 10.5 | Reelect Jonas Engwall as Director | For | For | No |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 10.6 | Reelect Mimi Drake as Director | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 10.7 | Reelect Sandra Urie as Director | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 11 | Approve Remuneration of Auditors | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 12 | Ratify PricewaterhouseCoopers as Auditors | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 13 | Approve Nomination Committee Procedures | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 14 | Approve Remuneration Report | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 15 | Authorize Share Repurchase Program | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 16 | Authorize Reissuance of Repurchased Shares | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 17 | Approve Creation of Pool of Capital without Preemptive Rights | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 18 | Authorize the Board to Repurchase Warrants from Participants in Warrants Plan 2021/2024 | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 19 | Approve Transaction with Big Time Gaming Pty Ltd | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 04-Apr-23 | Management | 20 | Close Meeting | No | |||||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 1 | Approve Financial Statements and Statutory Reports | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 2 | Approve Consolidated Financial Statements and Statutory Reports | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 3 | Approve Allocation of Income and Dividends of EUR 3.85 per Share | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 4 | Approve Auditors’ Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 5 | Approve Compensation Report of Corporate Officers | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 6 | Approve Compensation of Daniel Julien, Chairman and CEO | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 7 | Approve Compensation of Olivier Rigaudy, Vice-CEO | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 8 | Approve Remuneration Policy of Directors | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 9 | Approve Remuneration Policy of Chairman and CEO | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 10 | Approve Remuneration Policy of Vice-CEO | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 11 | Reelect Christobel Selecky as Director | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 12 | Reelect Angela Maria Sierra-Moreno as Director | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 13 | Reelect Jean Guez as Director | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 14 | Elect Varun Bery as Director | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 15 | Elect Bhupender Singh as Director | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 16 | Appoint PricewaterhouseCoopers Audit SAS as Auditor | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 17 | Renew Appointment of Deloitte & Associes SA as Auditor | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 18 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 19 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 20 | Authorize Capitalization of Reserves of Up to EUR 142 Million for Bonus Issue or Increase in Par Value | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 21 | Authorize Capital Increase for Contributions in Kind, up to Aggregate Nominal Amount of EUR 7.2 Million | For | For | Yes | |||||||||
Teleperformance SE | TEP | F9120F106 | 13-Apr-23 | Management | 22 | Authorize Filing of Required Documents/Other Formalities | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 1 | Approve Financial Statements and Statutory Reports | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 2 | Approve Consolidated Financial Statements and Statutory Reports | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 3 | Approve Allocation of Income and Dividends of EUR 12.00 per Share | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 4 | Approve Auditors’ Special Report on Related-Party Transactions | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 5 | Reelect Delphine Arnault as Director | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 6 | Reelect Antonio Belloni as Director | For | Against | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 7 | Reelect Marie-Josee Kravis as Director | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 8 | Reelect Marie-Laure Sauty de Chalon as Director | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 9 | Reelect Natacha Valla as Director | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 10 | Elect Laurent Mignon as Director | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 11 | Renew Appointment of Lord Powell of Bayswater as Censor | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 12 | Appoint Diego Della Valle as Censor | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 13 | Approve Compensation Report of Corporate Officers | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 14 | Approve Compensation of Bernard Arnault, Chairman and CEO | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 15 | Approve Compensation of Antonio Belloni, Vice-CEO | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 16 | Approve Remuneration Policy of Directors | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 17 | Approve Remuneration Policy of Chairman and CEO | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 18 | Approve Remuneration Policy of Vice-CEO | For | Against | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 19 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 20 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 21 | Authorize Capitalization of Reserves of Up to EUR 20 Million for Bonus Issue or Increase in Par Value | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 22 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 23 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights With Binding Priority Right up to Aggregate Nominal Amount of EUR 20 Million | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 24 | Approve Issuance of Equity or Equity-Linked Securities for Qualified Investors, up to Aggregate Nominal Amount of EUR 20 Million | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 25 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 26 | Authorize Capital Increase of Up to EUR 20 Million for Future Exchange Offers | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 27 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 28 | Authorize up to 1 Percent of Issued Capital for Use in Stock Option Plans Reserved for Employees and Corporate Officers | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 29 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | For | For | Yes | |||||||||
LVMH Moet Hennessy Louis Vuitton SE | MC | F58485115 | 20-Apr-23 | Management | 30 | Set Total Limit for Capital Increase to Result from All Issuance Requests at EUR 20 Million | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 1 | Open Meeting | Yes | |||||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 2 | Discuss the Company’s Business, Financial Situation and Sustainability | Yes | |||||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 3a | Approve Remuneration Report | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 3b | Adopt Financial Statements and Statutory Reports | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 3c | Receive Explanation on Company’s Reserves and Dividend Policy | Yes | |||||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 3d | Approve Dividends | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 4a | Approve Discharge of Management Board | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 4b | Approve Discharge of Supervisory Board | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 5 | Approve Number of Shares for Management Board | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 6a | Amend Remuneration Policy for the Supervisory Board | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 6b | Amend Remuneration of the Members of the Supervisory Board | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 7 | Receive Information on the Composition of the Management Board and Announce Intention to Appoint W.R. Allan to Management Board | Yes | |||||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 8 | Elect N.S. Andersen to Supervisory Board | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 8b | Elect J.P. de Kreij to Supervisory Board | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 8c | Discuss Composition of the Supervisory Board | Yes | |||||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 9 | Ratify PricewaterhouseCoopers Accountants N.V. as Auditors | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | �� | Management | 10a | Grant Board Authority to Issue Shares Up to 5 Percent of Issued Capital Plus Additional 5 Percent in Case of Merger or Acquisition | For | For | Yes | ||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 10b | Authorize Board to Exclude Preemptive Rights from Share Issuances | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 11 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 12 | Authorize Cancellation of Repurchased Shares | For | For | Yes | |||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 13 | Other Business (Non-Voting) | Yes | |||||||||||
ASML Holding NV | ASML | N07059202 | 26-Apr-23 | Management | 14 | Close Meeting | Yes | |||||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 1 | Accept Financial Statements and Statutory Reports | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 2 | Approve Remuneration Report | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 3 | Re-elect Nils Andersen as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 4 | Re-elect Judith Hartmann as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 5 | Re-elect Adrian Hennah as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 6 | Re-elect Alan Jope as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 7 | Re-elect Andrea Jung as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 8 | Re-elect Susan Kilsby as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 9 | Re-elect Ruby Lu as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 10 | Re-elect Strive Masiyiwa as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 11 | Re-elect Youngme Moon as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 12 | Re-elect Graeme Pitkethly as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 13 | Re-elect Feike Sijbesma as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 14 | Elect Nelson Peltz as Director | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 15 | Elect Hein Schumacher as Director | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 16 | Reappoint KPMG LLP as Auditors | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 17 | Authorise Board to Fix Remuneration of Auditors | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 18 | Authorise UK Political Donations and Expenditure | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 19 | Authorise Issue of Equity | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 20 | Authorise Issue of Equity without Pre-emptive Rights | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 21 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 22 | Authorise Market Purchase of Ordinary Shares | For | For | Yes | |||||||||
Unilever Plc | ULVR | G92087165 | 03-May-23 | Management | 23 | Authorise the Company to Call General Meeting with Two Weeks’ Notice | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Yes | |||||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 2 | Approve Allocation of Income and Dividends of EUR 0.70 per Share | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 3 | Approve Discharge of Management Board for Fiscal Year 2022 | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 5 | Approve Remuneration Report | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 6 | Approve Virtual-Only Shareholder Meetings Until 2025 | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 7 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 8 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | For | For | Yes | |||||||||
adidas AG | ADS | D0066B185 | 11-May-23 | Management | 9 | Authorize Use of Financial Derivatives when Repurchasing Shares | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | Yes | |||||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 2 | Approve Allocation of Income and Dividends of EUR 2.05 per Share | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 3 | Approve Discharge of Management Board for Fiscal Year 2022 | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 4 | Approve Discharge of Supervisory Board for Fiscal Year 2022 | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 5 | Approve Remuneration Report | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 6 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 7 | Authorize Use of Financial Derivatives when Repurchasing Shares | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 8.1 | Elect Jennifer Xin-Zhe Li to the Supervisory Board | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 8.2 | Elect Qi Lu to the Supervisory Board | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 8.3 | Elect Punit Renjen to the Supervisory Board | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 9 | Approve Remuneration Policy for the Management Board | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 10 | Approve Remuneration Policy for the Supervisory Board | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 11.1 | Approve Virtual-Only Shareholder Meetings Until 2025 | For | For | Yes | |||||||||
SAP SE | SAP | D66992104 | 11-May-23 | Management | 11.2 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | For | For | Yes | |||||||||
MercadoLibre, Inc. | MELI | 58733R102 | 07-Jun-23 | Management | 1.1 | Elect Director Susan Segal | For | For | Yes | |||||||||
MercadoLibre, Inc. | MELI | 58733R102 | 07-Jun-23 | Management | 1.2 | Elect Director Mario Eduardo Vazquez | For | For | Yes | |||||||||
MercadoLibre, Inc. | MELI | 58733R102 | 07-Jun-23 | Management | 1.3 | Elect Director Alejandro Nicolas Aguzin | For | For | Yes | |||||||||
MercadoLibre, Inc. | MELI | 58733R102 | 07-Jun-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | |||||||||
MercadoLibre, Inc. | MELI | 58733R102 | 07-Jun-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | |||||||||
MercadoLibre, Inc. | MELI | 58733R102 | 07-Jun-23 | Management | 4 | Ratify Pistrelli, Henry Martin y Asociados S.R.L., as Auditors | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.1 | Elect Director Lester B. Knight | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.2 | Elect Director Gregory C. Case | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.3 | Elect Director Jin-Yong Cai | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.4 | Elect Director Jeffrey C. Campbell | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.5 | Elect Director Fulvio Conti | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.6 | Elect Director Cheryl A. Francis | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.7 | Elect Director Adriana Karaboutis | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.8 | Elect Director Richard C. Notebaert | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.9 | Elect Director Gloria Santona | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.10 | Elect Director Sarah E. Smith | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.11 | Elect Director Byron O. Spruell | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 1.12 | Elect Director Carolyn Y. Woo | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 4 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 5 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 6 | Authorise the Audit Committee to Fix Remuneration of Auditors | For | For | Yes | |||||||||
Aon plc | AON | G0403H108 | 16-Jun-23 | Management | 7 | Amend Omnibus Plan | For | For | Yes | |||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 1 | Open Meeting | No | |||||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 2 | Elect Chairman of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 3 | Prepare and Approve List of Shareholders | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 4 | Approve Agenda of Meeting | For | For | No |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 5 | Designate Inspector(s) of Minutes of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 6 | Acknowledge Proper Convening of Meeting | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 7 | Approve Performance Share Plan for Key Employees | For | For | No | |||||||||
Evolution AB | EVO | W3287P115 | 16-Jun-23 | Management | 8 | Close Meeting | No | |||||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 1 | Approve Consolidated and Standalone Financial Statements | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 2 | Approve Non-Financial Information Statement | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 3 | Advisory Vote on Remuneration Report | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 4 | Approve Allocation of Income and Dividends | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 5 | Approve Discharge of Board | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 6.1 | Elect Frits Dirk van Paasschen as Director | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 6.2 | Reelect William Connelly as Director | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 6.3 | Reelect Luis Maroto Camino as Director | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 6.4 | Reelect Pilar Garcia Ceballos-Zuniga as Director | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 6.5 | Reelect Stephan Gemkow as Director | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 6.6 | Reelect Peter Kuerpick as Director | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 6.7 | Reelect Xiaoqun Clever as Director | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 7 | Approve Remuneration of Directors | For | For | Yes | |||||||||
Amadeus IT Group SA | AMS | E04648114 | 20-Jun-23 | Management | 8 | Authorize Board to Ratify and Execute Approved Resolutions | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1A | Elect Director Tobias Lutke | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1B | Elect Director Robert Ashe | For | For | Yes |
Company Name | Ticker | Provider Security ID | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1C | Elect Director Gail Goodman | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1D | Elect Director Colleen Johnston | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1E | Elect Director Jeremy Levine | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1F | Elect Director Toby Shannan | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1G | Elect Director Fidji Simo | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 1H | Elect Director Bret Taylor | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 2 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | For | For | Yes | |||||||||
Shopify Inc. | SHOP | 82509L107 | 27-Jun-23 | Management | 3 | Advisory Vote on Executive Compensation Approach | For | For | Yes |
PROXY VOTING RECORD
FOR PERIOD JULY 1, 2022 TO JUNE 30, 2023
iMGP Alternative Strategies Fund
******************************* FORM N-Px REPORT *******************************
ICA File Number: 811-07763
Reporting Period: 07/01/2022 - 06/30/2023
LITMAN GREGORY FUNDS TRUST
======================= iMGP Alternative Strategies Fund =======================
ACCELERATE ACQUISITION CORP.
Ticker: | AAQC | Security ID: | 00439D102 | |||
Meeting Date: | DEC 15, 2022 | Meeting Type: | Special | |||
Record Date: | NOV 25, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Eliminate Redemption Limitation | For | For | Management | ||||
2 | Amend Certificate of Incorporation to Change the Original Termination Date | For | For | Management | ||||
3 | Amend Investment Management Trust Agreement | For | For | Management | ||||
4 | Adjourn Meeting | For | For | Management |
ACTIVISION BLIZZARD, INC.
Ticker: | ATVI | Security ID: | 00507V109 | |||
Meeting Date: | JUN 21, 2023 | Meeting Type: | Annual | |||
Record Date: | APR 25, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Reveta Bowers | For | For | Management | ||||
1b | Elect Director Kerry Carr | For | For | Management | ||||
1c | Elect Director Robert Corti | For | For | Management | ||||
1d | Elect Director Brian Kelly | For | For | Management | ||||
1e | Elect Director Robert Kotick | For | For | Management | ||||
1f | Elect Director Barry Meyer | For | For | Management | ||||
1g | Elect Director Robert Morgado | For | For | Management | ||||
1h | Elect Director Peter Nolan | For | For | Management | ||||
1i | Elect Director Dawn Ostroff | For | For | Management | ||||
2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
4 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Management | ||||
5 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Against | Against | Shareholder | ||||
6 | Adopt Policy on Freedom of Association and Collective Bargaining | Against | Against | Shareholder | ||||
7 | Report on Prevention of Harassment and Discrimination in the Workplace - Withdrawn | None | None | Shareholder |
AFRICAN GOLD ACQUISITION CORPORATION
Ticker: | AGAC | Security ID: | G0112R116 | |||
Meeting Date: | MAR 02, 2023 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | FEB 15, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Memorandum and Articles of Association to Extend Consummation of Business Combination from March 2, 2023 to June 2, 2023, and to Further Extend, Without Another Shareholder Approval, Until March 2, 2024 | For | For | Management | ||||
2 | Amend Memorandum and Articles of Association to Eliminate Redemption Limitation | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
ALIBABA GROUP HOLDING LIMITED
Ticker: | 9988 | Security ID: | G01719114 | |||
Meeting Date: | SEP 30, 2022 | Meeting Type: | Annual | |||
Record Date: | AUG 03, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director Daniel Yong Zhang | For | For | Management | ||||
1.2 | Elect Director Jerry Yang | For | For | Management | ||||
1.3 | Elect Director Wan Ling Martello | For | For | Management | ||||
1.4 | Elect Director Weijian Shan | For | For | Management | ||||
1.5 | Elect Director Irene Yun-Lien Lee | For | For | Management | ||||
1.6 | Elect Director Albert Kong Ping Ng | For | For | Management | ||||
2 | Ratify PricewaterhouseCoopers as Auditors | For | For | Management |
ALPHABET INC.
Ticker: | GOOGL | Security ID: | 02079K305 | |||
Meeting Date: | JUN 02, 2023 | Meeting Type: | Annual | |||
Record Date: | APR 04, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Larry Page | For | For | Management | ||||
1b | Elect Director Sergey Brin | For | For | Management | ||||
1c | Elect Director Sundar Pichai | For | Against | Management | ||||
1d | Elect Director John L. Hennessy | For | For | Management | ||||
1e | Elect Director Frances H. Arnold | For | For | Management | ||||
1f | Elect Director R. Martin “Marty” Chavez | For | For | Management | ||||
1g | Elect Director L. John Doerr | For | For | Management | ||||
1h | Elect Director Roger W. Ferguson, Jr. | For | For | Management | ||||
1i | Elect Director Ann Mather | For | For | Management | ||||
1j | Elect Director K. Ram Shriram | For | For | Management | ||||
1k | Elect Director Robin L. Washington | For | For | Management | ||||
2 | Ratify Ernst & Young LLP as Auditors | For | For | Management | ||||
3 | Amend Omnibus Stock Plan | For | For | Management | ||||
4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
5 | Advisory Vote on Say on Pay Frequency | Three Years | One Year | Management | ||||
6 | Report on Lobbying Payments and Policy | Against | Against | Shareholder | ||||
7 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Against | Against | Shareholder | ||||
8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Against | Against | Shareholder | ||||
9 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Against | Against | Shareholder | ||||
10 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Against | Against | Shareholder | ||||
11 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Against | Against | Shareholder | ||||
12 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Against | Against | Shareholder | ||||
13 | Report on Alignment of YouTube Policies With Online Safety Regulations | Against | Against | Shareholder | ||||
14 | Report on Content Governance and Censorship | Against | Against | Shareholder | ||||
15 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Against | Against | Shareholder | ||||
16 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Against | Against | Shareholder | ||||
17 | Adopt Share Retention Policy For Senior Executives | Against | Against | Shareholder | ||||
18 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Against | Against | Shareholder |
AMAZON.COM, INC.
Ticker: | AMZN | Security ID: | 023135106 | |||
Meeting Date: | MAY 24, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 30, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Jeffrey P. Bezos | For | For | Management | ||||
1b | Elect Director Andrew R. Jassy | For | For | Management | ||||
1c | Elect Director Keith B. Alexander | For | For | Management | ||||
1d | Elect Director Edith W. Cooper | For | For | Management | ||||
1e | Elect Director Jamie S. Gorelick | For | For | Management | ||||
1f | Elect Director Daniel P. Huttenlocher | For | For | Management | ||||
1g | Elect Director Judith A. McGrath | For | For | Management | ||||
1h | Elect Director Indra K. Nooyi | For | For | Management | ||||
1i | Elect Director Jonathan J. Rubinstein | For | For | Management | ||||
1j | Elect Director Patricia Q. Stonesifer | For | For | Management | ||||
1k | Elect Director Wendell P. Weeks | For | For | Management | ||||
2 | Ratify Ratification of Ernst & Young LLP as Auditors | For | For | Management | ||||
3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
5 | Amend Omnibus Stock Plan | For | For | Management | ||||
6 | Report on Climate Risk in Retirement Plan Options | Against | Against | Shareholder | ||||
7 | Report on Customer Due Diligence | Against | Against | Shareholder | ||||
8 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Against | Against | Shareholder | ||||
9 | Report on Government Take Down Requests | Against | Against | Shareholder | ||||
10 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Against | Against | Shareholder | ||||
11 | Publish a Tax Transparency Report | Against | Against | Shareholder | ||||
12 | Report on Climate Lobbying | Against | Against | Shareholder | ||||
13 | Report on Median and Adjusted Gender/Racial Pay Gaps | Against | Against | Shareholder | ||||
14 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Against | Against | Shareholder | ||||
15 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Against | Against | Shareholder | ||||
16 | Commission Third Party Assessment on Company’s Commitment to Freedom of Association and Collective Bargaining | Against | Against | Shareholder | ||||
17 | Consider Pay Disparity Between Executives and Other Employees | Against | Against | Shareholder | ||||
18 | Report on Animal Welfare Standards | Against | Against | Shareholder | ||||
19 | Establish a Public Policy Committee | Against | Against | Shareholder | ||||
20 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Against | Against | Shareholder | ||||
21 | Commission a Third Party Audit on Working Conditions | Against | Against | Shareholder | ||||
22 | Report on Efforts to Reduce Plastic Use | Against | Against | Shareholder | ||||
23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Against | Against | Shareholder |
AMERICAN INTERNATIONAL GROUP, INC.
Ticker: | AIG | Security ID: | 026874784 | |||
Meeting Date: | MAY 10, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 13, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Paola Bergamaschi | For | For | Management | ||||
1b | Elect Director James Cole, Jr. | For | For | Management | ||||
1c | Elect Director W. Don Cornwell | For | For | Management | ||||
1d | Elect Director Linda A. Mills | For | For | Management | ||||
1e | Elect Director Diana M. Murphy | For | For | Management | ||||
1f | Elect Director Peter R. Porrino | For | For | Management | ||||
1g | Elect Director John G. Rice | For | For | Management | ||||
1h | Elect Director Therese M. Vaughan | For | For | Management | ||||
1i | Elect Director Vanessa A. Wittman | For | For | Management | ||||
1j | Elect Director Peter Zaffino | For | For | Management | ||||
2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
3 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Management | ||||
4 | Require Independent Board Chair | Against | Against | Shareholder |
ANALOG DEVICES, INC.
Ticker: | ADI | Security ID: | 032654105 | |||
Meeting Date: | MAR 08, 2023 | Meeting Type: | Annual | |||
Record Date: | JAN 03, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Vincent Roche | For | For | Management | ||||
1b | Elect Director James A. Champy | For | For | Management | ||||
1c | Elect Director Andre Andonian | For | For | Management | ||||
1d | Elect Director Anantha P. Chandrakasan | For | For | Management | ||||
1e | Elect Director Edward H. Frank | For | For | Management | ||||
1f | Elect Director Laurie H. Glimcher | For | For | Management | ||||
1g | Elect Director Karen M. Golz | For | For | Management | ||||
1h | Elect Director Mercedes Johnson | For | For | Management | ||||
1i | Elect Director Kenton J. Sicchitano | For | For | Management | ||||
1j | Elect Director Ray Stata | For | For | Management | ||||
1k | Elect Director Susie Wee | For | For | Management | ||||
2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
4 | Ratify Ernst & Young LLP as Auditors | For | For | Management |
ANGEL POND HOLDINGS CORPORATION
Ticker: | POND | Security ID: | G0447J102 | |||
Meeting Date: | NOV 22, 2022 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | OCT 20, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Approve SPAC Transaction | For | For | Management | ||||
2 | Approve Merger Agreement | For | For | Management | ||||
3 | Approve Amendments to the Memorandum and Articles of Association of APHC | For | For | Management | ||||
4 | Approve Issuance of Shares for a Private Placement | For | For | Management | ||||
5 | Approve Amendments to the Memorandum and Articles of Association of Irish Holdco | For | For | Management | ||||
6 | Elect Directors | For | For | Management | ||||
7 | Approve Omnibus Stock Plan | For | For | Management | ||||
8 | Change Company Name of Irish Holdco from Mangomill plc to MariaDB plc | For | For | Management | ||||
9 | Adjourn Meeting | For | For | Management |
AON PLC
Ticker: | AON | Security ID: | G0403H108 | |||
Meeting Date: | JUN 16, 2023 | Meeting Type: | Annual | |||
Record Date: | APR 14, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director Lester B. Knight | For | For | Management | ||||
1.2 | Elect Director Gregory C. Case | For | For | Management | ||||
1.3 | Elect Director Jin-Yong Cai | For | For | Management | ||||
1.4 | Elect Director Jeffrey C. Campbell | For | For | Management | ||||
1.5 | Elect Director Fulvio Conti | For | For | Management | ||||
1.6 | Elect Director Cheryl A. Francis | For | For | Management | ||||
1.7 | Elect Director Adriana Karaboutis | For | For | Management | ||||
1.8 | Elect Director Richard C. Notebaert | For | For | Management | ||||
1.9 | Elect Director Gloria Santona | For | For | Management | ||||
1.10 | Elect Director Sarah E. Smith | For | For | Management | ||||
1.11 | Elect Director Byron O. Spruell | For | For | Management | ||||
1.12 | Elect Director Carolyn Y. Woo | For | For | Management | ||||
2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
4 | Ratify Ernst & Young LLP as Auditors | For | For | Management | ||||
5 | Ratify Ernst & Young Chartered Accountants as Statutory Auditor | For | For | Management | ||||
6 | Authorise the Audit Committee to Fix Remuneration of Auditors | For | For | Management | ||||
7 | Amend Omnibus Plan | For | For | Management |
APOLLO STRATEGIC GROWTH CAPITAL II
Ticker: | APGB | Security ID: | G0412A110 | |||
Meeting Date: | MAY 05, 2023 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | APR 04, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from May 12, 2023 to February 12, 2024 | For | For | Management | ||||
2 | Amend Articles to Eliminate Redemption Limitation | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
ARES ACQUISITION CORP.
Ticker: | AAC | Security ID: | G33032114 | |||
Meeting Date: | FEB 02, 2023 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | DEC 15, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from February 4, 2023 to August 4, 2023 | For | For | Management | ||||
2 | Amend Certificate of Incorporation Regarding Redemption Limitation | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
ATLANTIC COASTAL ACQUISITION CORP.
Ticker: | ACAH | Security ID: | 048453104 | |||
Meeting Date: | MAR 02, 2023 | Meeting Type: | Special | |||
Record Date: | FEB 01, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
ATLANTIC COASTAL ACQUISITION CORP. II
Ticker: | ACAB | Security ID: | 04845A207 | |||
Meeting Date: | APR 18, 2023 | Meeting Type: | Special | |||
Record Date: | MAR 13, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from April 19, 2023 to October 19, 2023, and to Further Extend, Without Another Shareholder Approval, Until December 19, 2023 | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
BOLLORE SE
Ticker: | BOL | Security ID: | F10659260 | |||
Meeting Date: | MAY 24, 2023 | Meeting Type: | Annual/Special | |||
Record Date: | MAY 22, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Approve Financial Statements and Discharge Directors | For | For | Management | ||||
2 | Approve Consolidated Financial Statements and Statutory Reports | For | For | Management | ||||
3 | Approve Allocation of Income and Dividends of EUR 0.06 per Share | For | For | Management | ||||
4 | Approve Auditors’ Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | For | Against | Management | ||||
5 | Reelect Marie Bollore as Director | For | Against | Management | ||||
6 | Authorize Repurchase of Up to 9.997 Percent of Issued Share Capital | For | Against | Management | ||||
7 | Approve Compensation Report | For | Against | Management | ||||
8 | Approve Compensation of Cyrille Bollore, Chairman and CEO | For | Against | Management | ||||
9 | Approve Remuneration Policy of Directors | For | For | Management | ||||
10 | Approve Remuneration Policy of Chairman and CEO | For | Against | Management | ||||
11 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 200 Million | For | Against | Management | ||||
12 | Authorize Capitalization of Reserves of Up to EUR 200 Million for Bonus Issue or Increase in Par Value | For | For | Management | ||||
13 | Authorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind | For | Against | Management | ||||
14 | Authorize Capital Increase of Up to EUR 100 Million for Future Exchange Offers | For | Against | Management | ||||
15 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | For | For | Management | ||||
16 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | For | For | Management | ||||
17 | Amend Article 12 of Bylaws Re: Staggering of Directors’ Terms of Office | For | For | Management | ||||
18 | Authorize Filing of Required Documents/Other Formalities | For | For | Management |
BROADCOM INC.
Ticker: | AVGO | Security ID: | 11135F101 | |||
Meeting Date: | APR 03, 2023 | Meeting Type: | Annual | |||
Record Date: | FEB 06, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Diane M. Bryant | For | For | Management | ||||
1b | Elect Director Gayla J. Delly | For | For | Management | ||||
1c | Elect Director Raul J. Fernandez | For | For | Management | ||||
1d | Elect Director Eddy W. Hartenstein | For | For | Management | ||||
1e | Elect Director Check Kian Low | For | For | Management | ||||
1f | Elect Director Justine F. Page | For | For | Management | ||||
1g | Elect Director Henry Samueli | For | For | Management | ||||
1h | Elect Director Hock E. Tan | For | For | Management | ||||
1i | Elect Director Harry L. You | For | For | Management | ||||
2 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Management | ||||
3 | Amend Omnibus Stock Plan | For | For | Management | ||||
4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
5 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management |
BROADSCALE ACQUISITION CORP.
Ticker: | SCLE | Security ID: | 11134Y101 | |||
Meeting Date: | DEC 06, 2022 | Meeting Type: | Special | |||
Record Date: | OCT 25, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Change the Original Termination Date | For | For | Management | ||||
2 | Amend Charter to Reduce Redemption Limitation | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
BURTECH ACQUISITION CORP.
Ticker: | BRKH | Security ID: | 123013104 | |||
Meeting Date: | MAR 10, 2023 | Meeting Type: | Special | |||
Record Date: | JAN 26, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from March 15, 2023 to December 15, 2023, and to Modify NTA Requirement | For | For | Management | ||||
2 | Amend Investment Management Trust Agreement | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
C5 ACQUISITION CORPORATION
Ticker: | CXAC | Security ID: | 12530D204 | |||
Meeting Date: | APR 06, 2023 | Meeting Type: | Special | |||
Record Date: | MAR 10, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from April 11, 2023 to December 31, 2023 | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
CARMAX, INC.
Ticker: | KMX | Security ID: | 143130102 | |||
Meeting Date: | JUN 27, 2023 | Meeting Type: | Annual | |||
Record Date: | APR 21, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Peter J. Bensen | For | For | Management | ||||
1b | Elect Director Ronald E. Blaylock | For | For | Management | ||||
1c | Elect Director Sona Chawla | For | For | Management | ||||
1d | Elect Director Thomas J. Folliard | For | For | Management | ||||
1e | Elect Director Shira Goodman | For | For | Management | ||||
1f | Elect Director David W. McCreight | For | For | Management | ||||
1g | Elect Director William D. Nash | For | For | Management | ||||
1h | Elect Director Mark F. O’Neil | For | For | Management | ||||
1i | Elect Director Pietro Satriano | For | For | Management | ||||
1j | Elect Director Marcella Shinder | For | For | Management | ||||
1k | Elect Director Mitchell D. Steenrod | For | For | Management | ||||
2 | Ratify KPMG LLP as Auditors | For | For | Management | ||||
3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
5 | Amend Omnibus Stock Plan | For | For | Management |
CHARTER COMMUNICATIONS, INC.
Ticker: | CHTR | Security ID: | 16119P108 | |||
Meeting Date: | APR 25, 2023 | Meeting Type: | Annual | |||
Record Date: | FEB 24, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director W. Lance Conn | For | For | Management | ||||
1b | Elect Director Kim C. Goodman | For | For | Management | ||||
1c | Elect Director Craig A. Jacobson | For | For | Management | ||||
1d | Elect Director Gregory B. Maffei | For | For | Management | ||||
1e | Elect Director John D. Markley, Jr. | For | For | Management | ||||
1f | Elect Director David C. Merritt | For | For | Management | ||||
1g | Elect Director James E. Meyer | For | For | Management | ||||
1h | Elect Director Steven A. Miron | For | For | Management | ||||
1i | Elect Director Balan Nair | For | For | Management | ||||
1j | Elect Director Michael A. Newhouse | For | For | Management | ||||
1k | Elect Director Mauricio Ramos | For | For | Management | ||||
1l | Elect Director Thomas M. Rutledge | For | For | Management | ||||
1m | Elect Director Eric L. Zinterhofer | For | For | Management | ||||
2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
3 | Advisory Vote on Say on Pay Frequency | Three Years | Three Years | Management | ||||
4 | Ratify KPMG LLP as Auditors | For | For | Management | ||||
5 | Report on Lobbying Payments and Policy | Against | Against | Shareholder |
CHURCHILL CAPITAL CORP. VII
Ticker: | CVII | Security ID: | 17144M102 | |||
Meeting Date: | MAY 11, 2023 | Meeting Type: | Special | |||
Record Date: | APR 10, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from May 17, 2023 to February 17, 2024 | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
CITIGROUP INC.
Ticker: | C | Security ID: | 172967424 | |||
Meeting Date: | APR 25, 2023 | Meeting Type: | Annual | |||
Record Date: | FEB 27, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Ellen M. Costello | For | For | Management | ||||
1b | Elect Director Grace E. Dailey | For | For | Management | ||||
1c | Elect Director Barbara J. Desoer | For | For | Management | ||||
1d | Elect Director John C. Dugan | For | For | Management | ||||
1e | Elect Director Jane N. Fraser | For | For | Management | ||||
1f | Elect Director Duncan P. Hennes | For | For | Management | ||||
1g | Elect Director Peter B. Henry | For | For | Management | ||||
1h | Elect Director S. Leslie Ireland | For | For | Management | ||||
1i | Elect Director Renee J. James | For | For | Management | ||||
1j | Elect Director Gary M. Reiner | For | For | Management | ||||
1k | Elect Director Diana L. Taylor | For | For | Management | ||||
1l | Elect Director James S. Turley | For | For | Management | ||||
1m | Elect Director Casper W. von Koskull | For | For | Management | ||||
2 | Ratify KPMG LLP as Auditors | For | For | Management | ||||
3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
4 | Amend Omnibus Stock Plan | For | For | Management | ||||
5 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Against | Against | Shareholder | ||||
7 | Require Independent Board Chair | Against | Against | Shareholder | ||||
8 | Report on Respecting Indigenous Peoples’ Rights | Against | Against | Shareholder | ||||
9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Against | Against | Shareholder |
COMCAST CORPORATION
Ticker: | CMCSA | Security ID: | 20030N101 | |||
Meeting Date: | JUN 07, 2023 | Meeting Type: | Annual | |||
Record Date: | APR 03, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director Kenneth J. Bacon | For | For | Management | ||||
1.2 | Elect Director Thomas J. Baltimore, Jr. | For | For | Management | ||||
1.3 | Elect Director Madeline S. Bell | For | For | Management | ||||
1.4 | Elect Director Edward D. Breen | For | For | Management | ||||
1.5 | Elect Director Gerald L. Hassell | For | For | Management | ||||
1.6 | Elect Director Jeffrey A. Honickman | For | For | Management | ||||
1.7 | Elect Director Maritza G. Montiel | For | For | Management | ||||
1.8 | Elect Director Asuka Nakahara | For | For | Management | ||||
1.9 | Elect Director David C. Novak | For | For | Management | ||||
1.10 | Elect Director Brian L. Roberts | For | For | Management | ||||
2 | Ratify Deloitte & Touche LLP as Auditors | For | For | Management | ||||
3 | Approve Omnibus Stock Plan | For | For | Management | ||||
4 | Amend Qualified Employee Stock Purchase Plan | For | For | Management | ||||
5 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
6 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
7 | Oversee and Report on a Racial Equity Audit | Against | Against | Shareholder | ||||
8 | Report on Climate Risk in Retirement Plan Options | Against | Against | Shareholder | ||||
9 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Against | Against | Shareholder | ||||
10 | Report on Congruency of Political Spending with Company Values and Priorities | Against | Against | Shareholder | ||||
11 | Report on Risks Related to Operations in China | Against | Against | Shareholder |
COMPAGNIE FINANCIERE RICHEMONT SA
Ticker: | CFR | Security ID: | H25662182 | |||
Meeting Date: | SEP 07, 2022 | Meeting Type: | Annual | |||
Record Date: |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Accept Financial Statements and Statutory Reports | For | For | Management | ||||
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 | For | For | Management | ||||
3 | Approve Discharge of Board and Senior Management | For | For | Management | ||||
4.1 | Elect Francesco Trapani as Representative of Category A Registered Shares | Against | For | Shareholder | ||||
4.2 | Elect Wendy Luhabe as Representative of Category A Registered Shares | For | Against | Management | ||||
5.1 | Reelect Johann Rupert as Director and Board Chair | For | For | Management | ||||
5.2 | Reelect Josua Malherbe as Director | For | For | Management | ||||
5.3 | Reelect Nikesh Arora as Director | For | For | Management | ||||
5.4 | Reelect Clay Brendish as Director | For | For | Management | ||||
5.5 | Reelect Jean-Blaise Eckert as Director | For | For | Management | ||||
5.6 | Reelect Burkhart Grund as Director | For | For | Management | ||||
5.7 | Reelect Keyu Jin as Director | For | For | Management | ||||
5.8 | Reelect Jerome Lambert as Director | For | For | Management | ||||
5.9 | Reelect Wendy Luhabe as Director | For | For | Management | ||||
5.10 | Reelect Jeff Moss as Director | For | For | Management | ||||
5.11 | Reelect Vesna Nevistic as Director | For | For | Management | ||||
5.12 | Reelect Guillaume Pictet as Director | For | For | Management | ||||
5.13 | Reelect Maria Ramos as Director | For | For | Management | ||||
5.14 | Reelect Anton Rupert as Director | For | For | Management | ||||
5.15 | Reelect Patrick Thomas as Director | For | For | Management | ||||
5.16 | Reelect Jasmine Whitbread as Director | For | For | Management | ||||
5.17 | Elect Francesco Trapani as Director | Against | For | Shareholder | ||||
6.1 | Reappoint Clay Brendish as Member of the Compensation Committee | For | For | Management | ||||
6.2 | Reappoint Keyu Jin as Member of the Compensation Committee | For | For | Management | ||||
6.3 | Reappoint Guillaume Pictet as Member of the Compensation Committee | For | For | Management | ||||
6.4 | Reappoint Maria Ramos as Member of the Compensation Committee | For | For | Management | ||||
7 | Ratify PricewaterhouseCoopers SA as Auditors | For | For | Management | ||||
8 | Designate Etude Gampert Demierre Moreno as Independent Proxy | For | For | Management | ||||
9.1 | Approve Remuneration of Directors in the Amount of CHF 7.7 Million | For | For | Management | ||||
9.2 | Approve Fixed Remuneration of Executive Committee in the Amount of CHF 5.4 Million | For | For | Management | ||||
9.3 | Approve Variable Remuneration of Executive Committee in the Amount of CHF 27.7 Million | For | For | Management | ||||
10 | Approve Increase in Size of Board to Six Members | Against | For | Shareholder | ||||
11 | Amend Articles Re: Representatives of Holders of Category A and B Registered Shares | Against | For | Shareholder | ||||
12 | Transact Other Business (Voting) | For | For | Management |
COVA ACQUISITION CORP.
Ticker: | COVA | Security ID: | G2554Y104 | |||
Meeting Date: | DEC 14, 2022 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | NOV 08, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Approve SPAC Transaction | For | For | Management | ||||
2 | Approve Merger Agreement | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
DELIVERY HERO SE
Ticker: | DHER | Security ID: | D1T0KZ103 | |||
Meeting Date: | JUN 14, 2023 | Meeting Type: | Annual | |||
Record Date: | JUN 07, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | None | None | Management | ||||
2 | Approve Discharge of Management Board for Fiscal Year 2022 | For | For | Management | ||||
3.1 | Approve Discharge of Supervisory Board Member Martin Enderle for Fiscal Year 2022 | For | For | Management | ||||
3.2 | Approve Discharge of Supervisory Board Member Patrick Kolek for Fiscal Year 2022 | For | For | Management | ||||
3.3 | Approve Discharge of Supervisory Board Member Jeanette Gorgas for Fiscal Year 2022 | For | For | Management | ||||
3.4 | Approve Discharge of Supervisory Board Member Nils Engvall for Fiscal Year 2022 | For | For | Management | ||||
3.5 | Approve Discharge of Supervisory Board Member Gabriella Ardbo for Fiscal Year 2022 | For | For | Management | ||||
3.6 | Approve Discharge of Supervisory Board Member Dimitrios Tsaousis for Fiscal Year 2022 | For | For | Management | ||||
4 | Ratify KPMG AG as Auditors for Fiscal Year 2023 and for the Review of Interim Financial Statements | For | For | Management | ||||
5 | Approve Remuneration Report | For | For | Management | ||||
6 | Approve Virtual-Only Shareholder Meetings Until 2025 | For | For | Management | ||||
7 | Amend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission | For | For | Management | ||||
8 | Amend Articles Re: Due Date for Supervisory Board Remuneration | For | For | Management | ||||
9 | Approve Creation of EUR 13.3 Million Pool of Authorized Capital 2023/I with or without Exclusion of Preemptive Rights | For | For | Management | ||||
10 | Approve Creation of EUR 13.3 Million Pool of Authorized Capital 2023/II with or without Exclusion of Preemptive Rights | For | For | Management | ||||
11 | Approve Creation of EUR 7 Million Pool of Authorized Capital 2023/III for Employee Stock Purchase Plan | For | For | Management | ||||
12 | Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 3 Billion; Approve Creation of EUR 13.3 Million Pool of Conditional Capital 2023/I to Guarantee Conversion Rights | For | For | Management | ||||
13 | Approve Issuance of Warrants/Bonds with Warrants Attached/Convertible Bonds without Preemptive Rights up to Aggregate Nominal Amount of EUR 3 Billion; Approve Creation of EUR 13.3 Million Pool of Conditional Capital 2023/II to Guarantee Conversion Rights | For | For | Management | ||||
14 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | For | For | Management | ||||
15 | Authorize Use of Financial Derivatives when Repurchasing Shares | For | For | Management | ||||
16 | Approve Affiliation Agreement with Delivery Hero Finco Germany GmbH | For | For | Management | ||||
17 | Approve Affiliation Agreement with Foodpanda GmbH | For | For | Management | ||||
18 | Amend 2019 and 2021 Stock Option Plans | For | For | Management | ||||
19 | Approve Remuneration Policy | For | For | Management |
DHC ACQUISITION CORP
Ticker: | DHCA | Security ID: | G2758T109 | |||
Meeting Date: | MAR 03, 2023 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | FEB 13, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Memorandum and Articles of Association to Extend Consummation of Business Combination from March 4, 2023 to December 4, 2023 | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
DIGITAL TRANSFORMATION OPPORTUNITIES CORP.
Ticker: | DTOC | Security ID: | 25401K107 | |||
Meeting Date: | DEC 08, 2022 | Meeting Type: | Annual | |||
Record Date: | NOV 02, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Elect Directors Jim Moffatt and Heather Zynczak | For | Against | Management | ||||
2 | Ratify Marcum LLP as Auditors | For | For | Management |
DIGITAL TRANSFORMATION OPPORTUNITIES CORP.
Ticker: | DTOC | Security ID: | 25401K107 | |||
Meeting Date: | MAR 02, 2023 | Meeting Type: | Special | |||
Record Date: | JAN 23, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from March 12, 2023 to June 30, 2023, and to Further Extend, Without Another Shareholder Approval, to September 30, 2023 | For | For | Management | ||||
2 | Amend Certificate of Incorporation to Eliminate Redemption Limitation | For | For | Management | ||||
3 | Amend Investment Management Trust Agreement | For | For | Management | ||||
4 | Adjourn Meeting | For | For | Management |
DISRUPTIVE ACQUISITION CORPORATION I
Ticker: | DISA | Security ID: | G2770Y110 | |||
Meeting Date: | FEB 14, 2023 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | JAN 03, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Memorandum and Articles of Association to Extend Consummation of Business Combination from March 26, 2023 to March 26, 2024 | For | For | Management | ||||
2 | Amend Investment Management Trust Agreement | For | For | Management | ||||
3 | Ratify Marcum LLP as Auditors | For | For | Management | ||||
4 | Elect Director Karen L. Finerman | For | For | Management | ||||
5 | Adjourn Meeting | For | For | Management |
DOUGLAS EMMETT, INC.
Ticker: | DEI | Security ID: | 25960P109 | |||
Meeting Date: | MAY 24, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 27, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director Dan A. Emmett | For | For | Management | ||||
1.2 | Elect Director Jordan L. Kaplan | For | For | Management | ||||
1.3 | Elect Director Kenneth M. Panzer | For | For | Management | ||||
1.4 | Elect Director Leslie E. Bider | For | For | Management | ||||
1.5 | Elect Director Dorene C. Dominguez | For | For | Management | ||||
1.6 | Elect Director David T. Feinberg | For | For | Management | ||||
1.7 | Elect Director Ray C. Leonard | For | For | Management | ||||
1.8 | Elect Director Virginia A. McFerran | For | For | Management | ||||
1.9 | Elect Director Thomas E. O’Hern | For | For | Management | ||||
1.10 | Elect Director William E. Simon, Jr. | For | For | Management | ||||
1.11 | Elect Director Shirley Wang | For | For | Management | ||||
2 | Ratify Ernst & Young LLP as Auditors | For | For | Management | ||||
3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
4 | Amend Omnibus Stock Plan | For | For | Management | ||||
5 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
6 | Report on Lobbying Payments and Policy | Against | Against | Shareholder |
ENTAIN PLC
Ticker: | ENT | Security ID: | G3167C109 | |||
Meeting Date: | APR 25, 2023 | Meeting Type: | Annual | |||
Record Date: | APR 21, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Accept Financial Statements and Statutory Reports | For | For | Management | ||||
2 | Approve Remuneration Report | For | For | Management | ||||
3 | Approve Remuneration Policy | For | For | Management | ||||
4 | Ratify KPMG LLP as Auditors | For | For | Management | ||||
5 | Authorise Board to Fix Remuneration of Auditors | For | For | Management | ||||
6 | Re-elect Barry Gibson as Director | For | For | Management | ||||
7 | Re-elect Pierre Bouchut as Director | For | For | Management | ||||
8 | Re-elect Stella David as Director | For | For | Management | ||||
9 | Re-elect Robert Hoskin as Director | For | For | Management | ||||
10 | Re-elect Virginia McDowell as Director | For | For | Management | ||||
11 | Re-elect Jette Nygaard-Andersen as Director | For | For | Management | ||||
12 | Re-elect David Satz as Director | For | For | Management | ||||
13 | Re-elect Rob Wood as Director | For | For | Management | ||||
14 | Elect Rahul Welde as Director | For | For | Management | ||||
15 | Amend Long Term Incentive Plan | For | For | Management | ||||
16 | Authorise Issue of Equity | For | For | Management | ||||
17 | Authorise Issue of Equity without Pre-emptive Rights | For | For | Management | ||||
18 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | For | For | Management | ||||
19 | Authorise Market Purchase of Ordinary Shares | For | For | Management | ||||
20 | Adopt New Articles of Association | For | For | Management |
FERGUSON PLC
Ticker: | FERG | Security ID: | G3421J106 | |||
Meeting Date: | NOV 30, 2022 | Meeting Type: | Annual | |||
Record Date: | NOV 28, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Accept Financial Statements and Statutory Reports | For | For | Management | ||||
2 | Approve Final Dividend | For | For | Management | ||||
3.1 | Re-elect Kelly Baker as Director | For | For | Management | ||||
3.2 | Re-elect Bill Brundage as Director | For | For | Management | ||||
3.3 | Re-elect Geoff Drabble as Director | For | For | Management | ||||
3.4 | Re-elect Catherine Halligan as Director | For | For | Management | ||||
3.5 | Re-elect Brian May as Director | For | For | Management | ||||
3.6 | Re-elect Kevin Murphy as Director | For | For | Management | ||||
3.7 | Re-elect Alan Murray as Director | For | For | Management | ||||
3.8 | Re-elect Tom Schmitt as Director | For | For | Management | ||||
3.9 | Re-elect Nadia Shouraboura as Director | For | For | Management | ||||
3.10 | Re-elect Suzanne Wood as Director | For | For | Management | ||||
4 | Reappoint Deloitte LLP as Auditors | For | For | Management | ||||
5 | Authorise the Audit Committee to Fix Remuneration of Auditors | For | For | Management | ||||
6 | Authorise UK Political Donations and Expenditure | For | For | Management | ||||
7 | Authorise Issue of Equity | For | For | Management | ||||
8 | Approve Non-Employee Director Incentive Plan | For | For | Management | ||||
9 | Authorise Issue of Equity without Pre-emptive Rights | For | For | Management | ||||
10 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | For | For | Management | ||||
11 | Authorise Market Purchase of Ordinary Shares | For | For | Management | ||||
12 | Adopt New Articles of Association | For | For | Management |
FIRSTENERGY CORPORATION
Ticker: | FE | Security ID: | 337932107 | |||
Meeting Date: | MAY 24, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 27, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director Jana T. Croom | For | For | Management | ||||
1.2 | Elect Director Steven J. Demetriou | For | For | Management | ||||
1.3 | Elect Director Lisa Winston Hicks | For | For | Management | ||||
1.4 | Elect Director Paul Kaleta | For | For | Management | ||||
1.5 | Elect Director Sean T. Klimczak | For | For | Management | ||||
1.6 | Elect Director Jesse A. Lynn | For | For | Management | ||||
1.7 | Elect Director James F. O’Neil, III | For | For | Management | ||||
1.8 | Elect Director John W. Somerhalder, II | For | For | Management | ||||
1.9 | Elect Director Andrew Teno | For | For | Management | ||||
1.10 | Elect Director Leslie M. Turner | For | For | Management | ||||
1.11 | Elect Director Melvin Williams | For | For | Management | ||||
2 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Management | ||||
3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
5 | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20% | For | For | Management | ||||
6 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Against | Against | Shareholder | ||||
7 | Establish a New Board Committee on Decarbonization Risk | Against | Against | Shareholder |
FLAME ACQUISITION CORP.
Ticker: | FLME | Security ID: | 33850F108 | |||
Meeting Date: | FEB 27, 2023 | Meeting Type: | Special | |||
Record Date: | JAN 24, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from March 1, 2023 to September 1, 2023 | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
FOREST ROAD ACQUISITION CORP. II
Ticker: | FRXB | Security ID: | 34619V103 | |||
Meeting Date: | MAR 03, 2023 | Meeting Type: | Special | |||
Record Date: | JAN 31, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from March 12, 2023 to December 12, 2023 | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
FORTRESS VALUE ACQUISITION CORP. IV
Ticker: | FVIV | Security ID: | 34964K207 | |||
Meeting Date: | NOV 22, 2022 | Meeting Type: | Special | |||
Record Date: | OCT 27, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Change the Original Termination Date | For | For | Management | ||||
2 | Amend Investment Management Trust Agreement | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
FUSION ACQUISITION CORP. II
Ticker: | FSNB | Security ID: | 36118N201 | |||
Meeting Date: | FEB 28, 2023 | Meeting Type: | Special | |||
Record Date: | JAN 23, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from March 2, 2023 to September 2, 2023 | For | For | Management | ||||
2 | Amend Charter Re: Founder Share Amendment | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
GLENCORE PLC
Ticker: | GLEN | Security ID: | G39420107 | |||
Meeting Date: | MAY 26, 2023 | Meeting Type: | Annual | |||
Record Date: | MAY 24, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Accept Financial Statements and Statutory Reports | For | For | Management | ||||
2 | Approve Reduction of Capital Contribution Reserves | For | For | Management | ||||
3 | Re-elect Kalidas Madhavpeddi as Director | For | For | Management | ||||
4 | Re-elect Gary Nagle as Director | For | For | Management | ||||
5 | Re-elect Peter Coates as Director | For | For | Management | ||||
6 | Re-elect Martin Gilbert as Director | For | For | Management | ||||
7 | Re-elect Gill Marcus as Director | For | For | Management | ||||
8 | Re-elect Cynthia Carroll as Director | For | For | Management | ||||
9 | Re-elect David Wormsley as Director | For | For | Management | ||||
10 | Elect Liz Hewitt as Director | For | For | Management | ||||
11 | Reappoint Deloitte LLP as Auditors | For | For | Management | ||||
12 | Authorise the Audit Committee to Fix Remuneration of Auditors | For | For | Management | ||||
13 | Approve 2022 Climate Report | For | For | Management | ||||
14 | Approve Remuneration Report | For | For | Management | ||||
15 | Authorise Issue of Equity | For | For | Management | ||||
16 | Authorise Issue of Equity without Pre-emptive Rights | For | For | Management | ||||
17 | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | For | For | Management | ||||
18 | Authorise Market Purchase of Ordinary Shares | For | For | Management | ||||
19 | Resolution in Respect of the Next Climate Action Transition Plan | Against | Against | Shareholder |
GLENFARNE MERGER CORP.
Ticker: | GGMC | Security ID: | 378579205 | |||
Meeting Date: | DEC 12, 2022 | Meeting Type: | Special | |||
Record Date: | NOV 18, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Change the Original Termination Date | For | For | Management | ||||
2 | Amend Investment Management Trust Agreement | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
GLOBAL PARTNER ACQUISITION CORP. II
Ticker: | GPAC | Security ID: | G3934P110 | |||
Meeting Date: | JAN 11, 2023 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | DEC 16, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Articles of Association to Change the Original Termination Date | For | For | Management | ||||
2 | Approve Insider Letter Amendment Proposal | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
GOLDEN ARROW MERGER CORP.
Ticker: | GAMC | Security ID: | 380799106 | |||
Meeting Date: | MAR 15, 2023 | Meeting Type: | Special | |||
Record Date: | FEB 07, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from March 19, 2023 to December 19, 2023 | For | For | Management | ||||
2 | Amend Investment Management Trust Agreement | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
GORES HOLDINGS VII, INC.
Ticker: | GSEV | Security ID: | 38286T101 | |||
Meeting Date: | DEC 15, 2022 | Meeting Type: | Special | |||
Record Date: | NOV 22, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Change the Original Termination Date | For | For | Management | ||||
2 | Amend Investment Management Trust Agreement | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
GORES HOLDINGS VIII, INC.
Ticker: | GIIX | Security ID: | 382863108 | |||
Meeting Date: | DEC 29, 2022 | Meeting Type: | Special | |||
Record Date: | DEC 13, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination | For | For | Management | ||||
2 | Amend Investment Management Trust Agreement | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
GORES TECHNOLOGY PARTNERS II, INC.
Ticker: | GTPB | Security ID: | 38287L107 | |||
Meeting Date: | DEC 15, 2022 | Meeting Type: | Special | |||
Record Date: | NOV 22, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Change the Original Termination Date | For | For | Management | ||||
2 | Amend Investment Management Trust Agreement | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
GROUPE BRUXELLES LAMBERT SA
Ticker: | GBLB | Security ID: | B4746J115 | |||
Meeting Date: | MAY 04, 2023 | Meeting Type: | Annual | |||
Record Date: | APR 20, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Receive Directors’ and Auditors’ Reports (Non-Voting) | None | None | Management | ||||
2.1 | Receive Consolidated Financial Statements and Statutory Reports (Non-Voting) | None | None | Management | ||||
2.2 | Approve Financial Statements | For | For | Management | ||||
3 | Approve Discharge of Directors | For | For | Management | ||||
4 | Approve Discharge of Auditor | For | For | Management | ||||
5.1 | Receive Information on Resignation of Jocelyn Lefebvre as Director | None | None | Management | ||||
5.2 | Receive Information on End of Mandate of Gerald Frere, Antoinette d’Aspremont Lynden and Marie Polet as Directors | None | None | Management | ||||
5.3.1 | Elect Mary Meaney as Independent Director | For | For | Management | ||||
5.3.2 | Elect Christian Van Thill as Independent Director | For | For | Management | ||||
5.4.1 | Reelect Paul Desmarais, Jr. as Director | For | For | Management | ||||
5.4.2 | Reelect Cedric Frere as Director | For | For | Management | ||||
5.4.3 | Reelect Segolene Gallienne—Frere as Director | For | For | Management | ||||
6 | Approve Remuneration Report | For | For | Management | ||||
7.1 | Receive Special Board Report Re: Article 7:227 of the Company Code with Respect to the Guarantees in Item 7.2 | None | None | Management | ||||
7.2 | Approve Guarantee to Acquire Shares under Long Term Incentive Plan | For | For | Management | ||||
8 | Transact Other Business | None | None | Management |
GROUPE BRUXELLES LAMBERT SA
Ticker: | GBLB | Security ID: | B4746J115 | |||
Meeting Date: | MAY 04, 2023 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | APR 20, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Approve Cancellation of Treasury Shares | For | For | Management | ||||
2 | Authorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry | For | For | Management |
GSR II METEORA ACQUISITION CORP.
Ticker: | GSRM | Security ID: | 36263W105 | |||
Meeting Date: | MAY 25, 2023 | Meeting Type: | Special | |||
Record Date: | APR 26, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from June 1, 2023 to July 1, 2023 | For | For | Management | ||||
2 | Amend Investment Management Trust Agreement | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
GULFPORT ENERGY CORPORATION
Ticker: | GPOR | Security ID: | 402635502 | |||
Meeting Date: | MAY 24, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 30, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director Timothy J. Cutt | For | For | Management | ||||
1.2 | Elect Director David Wolf | For | For | Management | ||||
1.3 | Elect Director Guillermo (Bill) Martinez | For | For | Management | ||||
1.4 | Elect Director Jason Martinez | For | For | Management | ||||
1.5 | Elect Director David Reganato | For | For | Management | ||||
1.6 | Elect Director John Reinhart | For | For | Management | ||||
1.7 | Elect Director Mary Shafer-Malicki | For | For | Management | ||||
2 | Ratify Grant Thornton LLP as Auditors | For | For | Management | ||||
3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management |
GULFPORT ENERGY CORPORATION
Ticker: | GPOR | Security ID: | 402635601 | |||
Meeting Date: | MAY 24, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 30, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director Timothy J. Cutt | For | For | Management | ||||
1.2 | Elect Director David Wolf | For | For | Management | ||||
1.3 | Elect Director Guillermo (Bill) Martinez | For | For | Management | ||||
1.4 | Elect Director Jason Martinez | For | For | Management | ||||
1.5 | Elect Director David Reganato | For | For | Management | ||||
1.6 | Elect Director John Reinhart | For | For | Management | ||||
1.7 | Elect Director Mary Shafer-Malicki | For | For | Management | ||||
2 | Ratify Grant Thornton LLP as Auditors | For | For | Management | ||||
3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management |
GX ACQUISITION CORP. II
Ticker: | GXII | Security ID: | 36260F105 | |||
Meeting Date: | DEC 28, 2022 | Meeting Type: | Annual | |||
Record Date: | NOV 28, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Elect Director Hillel Weinberger | For | Withhold | Management | ||||
2 | Ratify Marcum LLP as Auditors | For | For | Management |
GX ACQUISITION CORP. II
Ticker: | GXII | Security ID: | 36260F105 | |||
Meeting Date: | MAR 15, 2023 | Meeting Type: | Special | |||
Record Date: | JAN 24, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Approve SPAC Transaction | For | For | Management | ||||
2 | Amend Charter | For | For | Management | ||||
3 | Increase Authorized Common Stock | For | For | Management | ||||
4 | Increase Authorized Preferred Stock | For | For | Management | ||||
5 | Declassify the Board of Directors | For | For | Management | ||||
6 | Approve Exclusive Voting Rights of Holders of GX Class A Shares to Elect and Remove Directors | For | For | Management | ||||
7 | Approve Consent Right for Holders of GX Founder Shares | For | For | Management | ||||
8 | Eliminate Blank Check Company Provisions | For | For | Management | ||||
9 | Approve All Other Changes to the Charter | For | For | Management | ||||
10 | Adjourn Meeting | For | For | Management |
GX ACQUISITION CORP. II
Ticker: | GXII | Security ID: | 36260F105 | |||
Meeting Date: | MAR 20, 2023 | Meeting Type: | Special | |||
Record Date: | JAN 24, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from March 22, 2023 to June 22, 2023 | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
HEIDELBERGCEMENT AG
Ticker: | HEI | Security ID: | D31709104 | |||
Meeting Date: | MAY 11, 2023 | Meeting Type: | Annual | |||
Record Date: | APR 19, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Receive Financial Statements and Statutory Reports for Fiscal Year 2022 (Non-Voting) | None | None | Management | ||||
2 | Approve Allocation of Income and Dividends of EUR 2.60 per Share | For | For | Management | ||||
3.1 | Approve Discharge of Management Board Member Dominik von Achten for Fiscal Year 2022 | For | For | Management | ||||
3.2 | Approve Discharge of Management Board Member Rene Aldach for Fiscal Year 2022 | For | For | Management | ||||
3.3 | Approve Discharge of Management Board Member Kevin Gluskie for Fiscal Year 2022 | For | For | Management | ||||
3.4 | Approve Discharge of Management Board Member Hakan Gurdal for Fiscal Year 2022 | For | For | Management | ||||
3.5 | Approve Discharge of Management Board Member Ernest Jelito for Fiscal Year 2022 | For | For | Management | ||||
3.6 | Approve Discharge of Management Board Member Nicola Kimm for Fiscal Year 2022 | For | For | Management | ||||
3.7 | Approve Discharge of Management Board Member Dennis Lentz for Fiscal Year 2022 | For | For | Management | ||||
3.8 | Approve Discharge of Management Board Member Jon Morrish for Fiscal Year 2022 | For | For | Management | ||||
3.9 | Approve Discharge of Management Board Member Chris Ward for Fiscal Year 2022 | For | For | Management | ||||
4.1 | Approve Discharge of Supervisory Board Member Fritz-Juergen Heckmann for Fiscal Year 2022 | For | For | Management | ||||
4.2 | Approve Discharge of Supervisory Board Member Bernd Scheifele for Fiscal Year 2022 | For | For | Management | ||||
4.3 | Approve Discharge of Supervisory Board Member Heinz Schmitt for Fiscal Year 2022 | For | For | Management | ||||
4.4 | Approve Discharge of Supervisory Board Member Barbara Breuninger for Fiscal Year 2022 | For | For | Management | ||||
4.5 | Approve Discharge of Supervisory Board Member Birgit Jochens for Fiscal Year 2022 | For | For | Management | ||||
4.6 | Approve Discharge of Supervisory Board Member Ludwig Merckle for Fiscal Year 2022 | For | For | Management | ||||
4.7 | Approve Discharge of Supervisory Board Member Tobias Merckle for Fiscal Year 2022 | For | For | Management | ||||
4.8 | Approve Discharge of Supervisory Board Member Luka Mucic for Fiscal Year 2022 | For | For | Management | ||||
4.9 | Approve Discharge of Supervisory Board Member Ines Ploss for Fiscal Year 2022 | For | For | Management | ||||
4.10 | Approve Discharge of Supervisory Board Member Peter Riedel for Fiscal Year 2022 | For | For | Management | ||||
4.11 | Approve Discharge of Supervisory Board Member Werner Schraeder for Fiscal Year 2022 | For | For | Management | ||||
4.12 | Approve Discharge of Supervisory Board Member Margret Suckale for Fiscal Year 2022 | For | For | Management | ||||
4.13 | Approve Discharge of Supervisory Board Member Sopna Sury for Fiscal Year 2022 | For | For | Management |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
4.14 | Approve Discharge of Supervisory Board Member Marion Weissenberger-Eibl for Fiscal Year 2022 | For | For | Management | ||||
5 | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2023 | For | For | Management | ||||
6 | Approve Remuneration Report | For | For | Management | ||||
7 | Amend Affiliation Agreement with HeidelbergCement International Holding GmbH | For | For | Management | ||||
8 | Change Company Name to Heidelberg Materials AG | For | For | Management | ||||
9 | Approve Remuneration Policy for the Supervisory Board | For | For | Management | ||||
10 | Approve Virtual-Only Shareholder Meetings Until 2025 | For | For | Management | ||||
11 | Amend Articles Re: Participation of Supervisory Board Members in the Virtual Annual General Meeting by Means of Audio and Video Transmission | For | For | Management | ||||
12 | Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | For | For | Management | ||||
13 | Authorize Use of Financial Derivatives when Repurchasing Shares | For | For | Management | ||||
14 | 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 115.8 Million Pool of Capital to Guarantee Conversion Rights | For | For | Management |
HEINEKEN HOLDING NV
Ticker: | HEIO | Security ID: | N39338194 | |||
Meeting Date: | APR 20, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 23, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Receive Board Report (Non-Voting) | None | None | Management | ||||
2 | Approve Remuneration Report | For | For | Management | ||||
3 | Adopt Financial Statements | For | For | Management | ||||
4 | Announcement of the Appropriation of the Balance of the Income Statement Pursuant to the Provisions in Article 10, Paragraph 6, of the Articles of Association | None | None | Management | ||||
5 | Approve Discharge of Directors | For | For | Management | ||||
6.a | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | For | For | Management | ||||
6.b | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | For | For | Management | ||||
6.c | Authorize Board to Exclude Preemptive Rights from Share Issuances | For | For | Management | ||||
7.a | Reelect C.L. de Carvalho-Heineken as Executive Director | For | For | Management | ||||
7.b | Reelect M.R. de Carvalho as Executive Director | For | For | Management | ||||
7.c | Reelect C.M. Kwist as Non-Executive Director | For | For | Management | ||||
8 | Ratify Deloitte Accountants B.V. as Auditors | For | For | Management |
HERBALIFE NUTRITION LTD.
Ticker: | HLF | Security ID: | G4412G101 | |||
Meeting Date: | APR 26, 2023 | Meeting Type: | Annual | |||
Record Date: | FEB 28, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director Michael O. Johnson | For | For | Management | ||||
1.2 | Elect Director Richard H. Carmona | For | For | Management | ||||
1.3 | Elect Director Celine Del Genes | For | For | Management | ||||
1.4 | Elect Director Stephan Paulo Gratziani | For | For | Management | ||||
1.5 | Elect Director Kevin M. Jones | For | For | Management | ||||
1.6 | Elect Director Sophie L’Helias | For | For | Management | ||||
1.7 | Elect Director Alan W. LeFevre | For | For | Management | ||||
1.8 | Elect Director Juan Miguel Mendoza | For | For | Management | ||||
1.9 | Elect Director Don Mulligan | For | For | Management | ||||
1.10 | Elect Director Maria Otero | For | For | Management | ||||
2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
4 | Change Company Name to Herbalife Ltd. | For | For | Management | ||||
5 | Approve Omnibus Stock Plan | For | For | Management | ||||
6 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Management |
HOLCIM LTD.
Ticker: | HOLN | Security ID: | H3816Q102 | |||
Meeting Date: | MAY 04, 2023 | Meeting Type: | Annual | |||
Record Date: |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Accept Financial Statements and Statutory Reports | For | For | Management | ||||
1.2 | Approve Remuneration Report | For | For | Management | ||||
2 | Approve Discharge of Board and Senior Management | For | For | Management | ||||
3.1 | Approve Allocation of Income | For | For | Management | ||||
3.2 | Approve Dividends of CHF 2.50 per Share from Capital Contribution Reserves | For | For | Management | ||||
4.1 | Amend Corporate Purpose | For | For | Management | ||||
4.2 | Amend Articles Re: Shares and Share Register | For | For | Management | ||||
4.3 | Amend Articles of Association (Incl. Approval of Virtual-Only or Hybrid Shareholder Meetings) | For | For | Management | ||||
4.4 | Amend Articles Re: Restriction on Share Transferability | For | For | Management | ||||
4.5 | Amend Articles Re: Board of Directors; Compensation; External Mandates for Members of the Board of Directors and Executive Committee | For | For | Management | ||||
5.1.1 | Reelect Jan Jenisch as Director and Elect as Board Chair | For | For | Management | ||||
5.1.2 | Reelect Philippe Block as Director | For | For | Management | ||||
5.1.3 | Reelect Kim Fausing as Director | For | For | Management | ||||
5.1.4 | Reelect Leanne Geale as Director | For | For | Management | ||||
5.1.5 | Reelect Naina Kidwai as Director | For | For | Management | ||||
5.1.6 | Reelect Ilias Laeber as Director | For | For | Management | ||||
5.1.7 | Reelect Juerg Oleas as Director | For | For | Management | ||||
5.1.8 | Reelect Claudia Ramirez as Director | For | For | Management | ||||
5.1.9 | Reelect Hanne Sorensen as Director | For | For | Management | ||||
5.2.1 | Reappoint Ilias Laeber as Member of the Nomination, Compensation and Governance Committee | For | For | Management | ||||
5.2.2 | Reappoint Juerg Oleas as Member of the Nomination, Compensation and Governance Committee | For | For | Management | ||||
5.2.3 | Reappoint Claudia Ramirez as Member of the Nomination, Compensation and Governance Committee | For | For | Management | ||||
5.2.4 | Reappoint Hanne Sorensen as Member of the Nomination, Compensation and Governance Committee | For | For | Management | ||||
5.3.1 | Ratify Ernst & Young AG as Auditors | For | For | Management | ||||
5.3.2 | Designate Sabine Burkhalter Kaimakliotis as Independent Proxy | For | For | Management | ||||
6.1 | Approve Remuneration of Directors in the Amount of CHF 3 Million | For | For | Management | ||||
6.2 | Approve Remuneration of Executive Committee in the Amount of CHF 36 Million | For | For | Management | ||||
7 | Approve CHF 80 Million Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares | For | For | Management | ||||
8 | Approve Climate Report | For | For | Management | ||||
9 | Transact Other Business (Voting) | For | For | Management |
HOWMET AEROSPACE INC.
Ticker: | HWM | Security ID: | 443201108 | |||
Meeting Date: | MAY 17, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 21, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director James F. Albaugh | For | For | Management | ||||
1b | Elect Director Amy E. Alving | For | For | Management | ||||
1c | Elect Director Sharon R. Barner | For | For | Management | ||||
1d | Elect Director Joseph S. Cantie | For | For | Management | ||||
1e | Elect Director Robert F. Leduc | For | For | Management | ||||
1f | Elect Director David J. Miller | For | For | Management | ||||
1g | Elect Director Jody G. Miller | For | For | Management | ||||
1h | Elect Director John C. Plant | For | For | Management | ||||
1i | Elect Director Ulrich R. Schmidt | For | For | Management | ||||
2 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Management | ||||
3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
5 | Provide Right to Call a Special Meeting at a 10 Percent Ownership Threshold | Against | Against | Shareholder |
INTERNATIONAL FLAVORS & FRAGRANCES INC.
Ticker: | IFF | Security ID: | 459506101 | |||
Meeting Date: | MAY 03, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 08, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Kathryn J. Boor | For | For | Management | ||||
1b | Elect Director Barry A. Bruno | For | For | Management | ||||
1c | Elect Director Frank K. Clyburn, Jr. | For | For | Management | ||||
1d | Elect Director Mark J. Costa | For | For | Management | ||||
1e | Elect Director Carol Anthony (John) Davidson | For | For | Management | ||||
1f | Elect Director Roger W. Ferguson, Jr. | For | For | Management | ||||
1g | Elect Director John F. Ferraro | For | For | Management | ||||
1h | Elect Director Christina Gold | For | For | Management | ||||
1i | Elect Director Gary Hu | For | For | Management | ||||
1j | Elect Director Kevin O’Byrne | For | For | Management | ||||
1k | Elect Director Dawn C. Willoughby | For | For | Management | ||||
2 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Management | ||||
3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management |
INTERPRIVATE IV INFRATECH PARTNERS, INC.
Ticker: | IPVI | Security ID: | 46064T201 | |||
Meeting Date: | DEC 21, 2022 | Meeting Type: | Special | |||
Record Date: | NOV 23, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from March 9, 2023 to April 9, 2023, and to Further Extend, Without Another Shareholder Approval, to September 9, 2023 | For | For | Management | ||||
2 | Approve the Liquidation Amendment | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
JDE PEET’S NV
Ticker: | JDEP | Security ID: | N44664105 | |||
Meeting Date: | MAY 25, 2023 | Meeting Type: | Annual | |||
Record Date: | APR 27, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Open Meeting | None | None | Management | ||||
2.a | Receive Board Report (Non-Voting) | None | None | Management | ||||
2.b | Approve Remuneration Report | For | For | Management | ||||
2.c | Adopt Financial Statements | For | For | Management | ||||
3.a | Receive Explanation on Company’s Reserves and Dividend Policy | None | None | Management | ||||
3.b | Approve Dividends | For | For | Management | ||||
4.a | Approve Discharge of Executive Directors | For | For | Management | ||||
4.b | Approve Discharge of Non-Executive Directors | For | For | Management | ||||
5.a | Elect Patricia Capel as Non-Executive Director | For | For | Management | ||||
5.b | Elect Jeroen Katgert as Non-Executive Director | For | For | Management | ||||
6 | Reappoint Deloitte Accountants B.V. as Auditors | For | For | Management | ||||
7.a | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | For | For | Management | ||||
7.b | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Exclude Pre-emptive Rights | For | For | Management | ||||
7.c | Grant Board Authority to Issue Shares Up To 40 Percent of Issued Capital in Connection with a Rights Issue | For | For | Management | ||||
8 | Approve Reduction in Share Capital through Cancellation of Shares | For | For | Management | ||||
9 | Other Business (Non-Voting) | None | None | Management | ||||
10 | Discuss Voting Results | None | None | Management | ||||
11 | Close Meeting | None | None | Management |
JEFFERIES FINANCIAL GROUP INC.
Ticker: | JEF | Security ID: | 47233W109 | |||
Meeting Date: | MAR 29, 2023 | Meeting Type: | Annual | |||
Record Date: | JAN 30, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Linda L. Adamany | For | For | Management | ||||
1b | Elect Director Barry J. Alperin | For | For | Management | ||||
1c | Elect Director Robert D. Beyer | For | For | Management | ||||
1d | Elect Director Matrice Ellis Kirk | For | For | Management | ||||
1e | Elect Director Brian P. Friedman | For | For | Management | ||||
1f | Elect Director MaryAnne Gilmartin | For | For | Management | ||||
1g | Elect Director Richard B. Handler | For | For | Management | ||||
1h | Elect Director Thomas W. Jones | For | For | Management | ||||
1i | Elect Director Jacob M. Katz | For | For | Management | ||||
1j | Elect Director Michael T. O’Kane | For | For | Management | ||||
1k | Elect Director Joseph S. Steinberg | For | For | Management | ||||
1l | Elect Director Melissa V. Weiler | For | For | Management | ||||
2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
4 | Ratify Deloitte & Touche LLP as Auditors | For | For | Management |
JEFFERIES FINANCIAL GROUP INC.
Ticker: | JEF | Security ID: | 47233W109 | |||
Meeting Date: | JUN 28, 2023 | Meeting Type: | Special | |||
Record Date: | MAY 24, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Authorize a New Class of Common Stock | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
JUST EAT TAKEAWAY.COM NV
Ticker: | TKWY | Security ID: | N4753E105 | |||
Meeting Date: | NOV 18, 2022 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | OCT 21, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Open Meeting | None | None | Management | ||||
2 | Approve Disposal by Just Eat Holding of its Interest in the Issued and Outstanding Capital of Each of the iFood Companies to Movile | For | For | Management | ||||
3 | Approve Transfer of Company’s Listing Category on the Official List from Premium Listing (Commercial Company) to Standard Listing (Shares) | For | For | Management | ||||
4a | Reelect Jorg Gerbig to Management Board | For | For | Management | ||||
4b | Elect Andrew Kenny to Management Board | For | For | Management | ||||
5a | Elect Mieke De Schepper to Supervisory Board | For | For | Management | ||||
5b | Elect Dick Boer to Supervisory Board | For | For | Management | ||||
6 | Other Business (Non-Voting) | None | None | Management | ||||
7 | Close Meeting | None | None | Management |
JUST EAT TAKEAWAY.COM NV
Ticker: | TKWY | Security ID: | N4753E105 | |||
Meeting Date: | MAY 17, 2023 | Meeting Type: | Annual | |||
Record Date: | APR 19, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Open Meeting | None | None | Management | ||||
2a | Receive Report of Management Board (Non-Voting) | None | None | Management | ||||
2b | Approve Remuneration Report | For | For | Management | ||||
2c | Adopt Financial Statements and Statutory Reports | For | For | Management | ||||
3 | Amend Remuneration Policy for Management Board | For | For | Management | ||||
4a | Approve Discharge of Management Board | For | For | Management | ||||
4b | Approve Discharge of Supervisory Board | For | For | Management | ||||
5a | Reelect Jitse Groen to Management Board | For | For | Management | ||||
5b | Reelect Brent Wissink to Management Board | For | For | Management | ||||
5c | Reelect Jorg Gerbig to Management Board | For | For | Management | ||||
5d | Reelect Andrew Kenny to Management Board | For | For | Management | ||||
6a | Reelect Dick Boer to Supervisory Board | For | For | Management | ||||
6b | Reelect Corinne Vigreux to Supervisory Board | For | For | Management | ||||
6c | Reelect Lloyd Frink to Supervisory Board | For | For | Management | ||||
6d | Reelect Jambu Palaniappan to Supervisory Board | For | For | Management | ||||
6e | Reelect Mieke De Schepper to Supervisory Board | For | For | Management | ||||
6f | Reelect Ron Teerlink to Supervisory Board | For | For | Management | ||||
6g | Elect Abbe Luersman to Supervisory Board | For | For | Management | ||||
6h | Elect Angela Noon to Supervisory Board | For | For | Management | ||||
7 | Ratify Ernst & Young Accountants LLP as Auditors | For | For | Management | ||||
8a | Grant Board Authority to Issue Shares for General Purposes and in Connection with Incentive Plans | For | For | Management | ||||
8b | Grant Board Authority to Issue Shares in Connection with Amazon | For | For | Management | ||||
9a | Authorize Board to Exclude Preemptive Rights in Relation to the Issue of Shares for General Purposes and in Connection with Incentive Plans | For | For | Management | ||||
9b | Authorize Board to Exclude Preemptive Rights in Relation to the Issue of Shares in Connection with Amazon | For | For | Management | ||||
10 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | For | For | Management | ||||
11 | Other Business (Non-Voting) | None | None | Management | ||||
12 | Close Meeting | None | None | Management |
KINDER MORGAN, INC.
Ticker: | KMI | Security ID: | 49456B101 | |||
Meeting Date: | MAY 10, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 13, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director Richard D. Kinder | For | For | Management | ||||
1.2 | Elect Director Steven J. Kean | For | For | Management | ||||
1.3 | Elect Director Kimberly A. Dang | For | For | Management | ||||
1.4 | Elect Director Ted A. Gardner | For | For | Management | ||||
1.5 | Elect Director Anthony W. Hall, Jr. | For | For | Management | ||||
1.6 | Elect Director Gary L. Hultquist | For | For | Management | ||||
1.7 | Elect Director Ronald L. Kuehn, Jr. | For | For | Management | ||||
1.8 | Elect Director Deborah A. Macdonald | For | For | Management | ||||
1.9 | Elect Director Michael C. Morgan | For | For | Management | ||||
1.10 | Elect Director Arthur C. Reichstetter | For | For | Management | ||||
1.11 | Elect Director C. Park Shaper | For | For | Management | ||||
1.12 | Elect Director William A. Smith | For | For | Management | ||||
1.13 | Elect Director Joel V. Staff | For | For | Management | ||||
1.14 | Elect Director Robert F. Vagt | For | For | Management | ||||
2 | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | For | For | Management | ||||
3 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Management | ||||
4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management |
LANDCADIA HOLDINGS IV, INC.
Ticker: | LCA | Security ID: | 51477A203 | |||
Meeting Date: | DEC 22, 2022 | Meeting Type: | Special | |||
Record Date: | NOV 09, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from March 29, 2023 to September 29, 2023 | For | For | Management | ||||
2 | Elect Director Scott Kelly | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
LAZARD GROWTH ACQUISITION CORP. I
Ticker: | LGAC | Security ID: | G54035129 | |||
Meeting Date: | DEC 15, 2022 | Meeting Type: | Annual | |||
Record Date: | OCT 24, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
2 | Ratify Marcum LLP as Auditors | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
LG CORP.
Ticker: | 003550 | Security ID: | Y52755108 | |||
Meeting Date: | MAR 29, 2023 | Meeting Type: | Annual | |||
Record Date: | DEC 31, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Approve Financial Statements and Allocation of Income | For | For | Management | ||||
2.1 | Elect Cho Seong-wook as Outside Director | For | For | Management | ||||
2.2 | Elect Park Jong-su as Outside Director | For | For | Management | ||||
3.1 | Elect Cho Seong-wook as a Member of Audit Committee | For | For | Management | ||||
3.2 | Elect Park Jong-su as a Member of Audit Committee | For | For | Management | ||||
4 | Approve Total Remuneration of Inside Directors and Outside Directors | For | For | Management |
LPL FINANCIAL HOLDINGS INC.
Ticker: | LPLA | Security ID: | 50212V100 | |||
Meeting Date: | MAY 11, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 13, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Dan H. Arnold | For | For | Management | ||||
1b | Elect Director Edward C. Bernard | For | For | Management | ||||
1c | Elect Director H. Paulett Eberhart | For | For | Management | ||||
1d | Elect Director William F. Glavin, Jr. | For | For | Management | ||||
1e | Elect Director Albert J. Ko | For | For | Management | ||||
1f | Elect Director Allison H. Mnookin | For | For | Management | ||||
1g | Elect Director Anne M. Mulcahy | For | For | Management | ||||
1h | Elect Director James S. Putnam | For | For | Management | ||||
1i | Elect Director Richard P. Schifter | For | For | Management | ||||
1j | Elect Director Corey E. Thomas | For | For | Management | ||||
2 | Ratify Deloitte & Touche LLP as Auditors | For | For | Management | ||||
3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management |
MARRIOTT INTERNATIONAL, INC.
Ticker: | MAR | Security ID: | 571903202 | |||
Meeting Date: | MAY 12, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 15, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Anthony G. Capuano | For | For | Management | ||||
1b | Elect Director Isabella D. Goren | For | For | Management | ||||
1c | Elect Director Deborah Marriott Harrison | For | For | Management | ||||
1d | Elect Director Frederick A. Henderson | For | For | Management | ||||
1e | Elect Director Eric Hippeau | For | For | Management | ||||
1f | Elect Director Lauren R. Hobart | For | For | Management | ||||
1g | Elect Director Debra L. Lee | For | For | Management | ||||
1h | Elect Director Aylwin B. Lewis | For | For | Management | ||||
1i | Elect Director David S. Marriott | For | For | Management | ||||
1j | Elect Director Margaret M. McCarthy | For | For | Management | ||||
1k | Elect Director Grant F. Reid | For | For | Management | ||||
1l | Elect Director Horacio D. Rozanski | For | For | Management | ||||
1m | Elect Director Susan C. Schwab | For | For | Management | ||||
2 | Ratify Ernst & Young LLP as Auditors | For | For | Management | ||||
3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
5 | Approve Omnibus Stock Plan | For | For | Management | ||||
6 | Publish a Congruency Report of Partnerships with Globalist Organizations | Against | Against | Shareholder | ||||
7 | Report on Gender/Racial Pay Gap | Against | Against | Shareholder |
META PLATFORMS, INC.
Ticker: | META | Security ID: | 30303M102 | |||
Meeting Date: | MAY 31, 2023 | Meeting Type: | Annual | |||
Record Date: | APR 06, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director Peggy Alford | For | For | Management | ||||
1.2 | Elect Director Marc L. Andreessen | For | For | Management | ||||
1.3 | Elect Director Andrew W. Houston | For | For | Management | ||||
1.4 | Elect Director Nancy Killefer | For | For | Management | ||||
1.5 | Elect Director Robert M. Kimmitt | For | For | Management | ||||
1.6 | Elect Director Sheryl K. Sandberg | For | For | Management | ||||
1.7 | Elect Director Tracey T. Travis | For | For | Management | ||||
1.8 | Elect Director Tony Xu | For | For | Management | ||||
1.9 | Elect Director Mark Zuckerberg | For | For | Management | ||||
2 | Ratify Ernst & Young LLP as Auditors | For | For | Management | ||||
3 | Report on Government Take Down Requests | Against | Against | Shareholder | ||||
4 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Against | Against | Shareholder | ||||
5 | Report on Human Rights Impact Assessment of Targeted Advertising | Against | Against | Shareholder | ||||
6 | Report on Lobbying Payments and Policy | Against | Against | Shareholder | ||||
7 | Report on Allegations of Political Entanglement and Content Management Biases in India | Against | Against | Shareholder | ||||
8 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Against | Against | Shareholder | ||||
9 | Report on Data Privacy regarding Reproductive Healthcare | Against | Against | Shareholder | ||||
10 | Report on Enforcement of Community Standards and User Content | Against | Against | Shareholder | ||||
11 | Report on Child Safety and Harm Reduction | Against | Against | Shareholder | ||||
12 | Report on Executive Pay Calibration to Externalized Costs | Against | Against | Shareholder | ||||
13 | Commission Independent Review of Audit & Risk Oversight Committee | Against | Against | Shareholder |
METALS ACQUISITION CORP.
Ticker: | MTAL | Security ID: | G60405100 | |||
Meeting Date: | JUN 05, 2023 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | MAY 05, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Approve SPAC Transaction | For | For | Management | ||||
2 | Approve Merger Agreement | For | For | Management | ||||
3a | Amend Governing Documents Re: Method to Appoint and Elect Directors | For | For | Management | ||||
3b | Require Advance Notice for Director Nominations and New Business | For | For | Management | ||||
3c | Approve All Other Changes in Connection with Adoption of the Proposed Governing Documents | For | For | Management | ||||
4 | Adjourn Meeting | For | For | Management |
MISSION ADVANCEMENT CORP.
Ticker: | MACC | Security ID: | 60501L200 | |||
Meeting Date: | DEC 06, 2022 | Meeting Type: | Special | |||
Record Date: | OCT 26, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Change the Termination Date | For | For | Management | ||||
2 | Amend Investment Management Trust Agreement | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
MONUMENT CIRCLE ACQUISITION CORP.
Ticker: | MON | Security ID: | 61531M200 | |||
Meeting Date: | DEC 14, 2022 | Meeting Type: | Special | |||
Record Date: | NOV 07, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from January 19, 2023 to July 19, 2023 | For | For | Management | ||||
2 | Approve Plan of Liquidation | For | For | Management | ||||
3 | Amend Investment Management Trust Agreement | For | For | Management | ||||
4 | Ratify WithumSmith+Brown, PC as Auditors | For | For | Management | ||||
5 | Adjourn Meeting | For | For | Management |
NETFLIX, INC.
Ticker: | NFLX | Security ID: | 64110L106 | |||
Meeting Date: | JUN 01, 2023 | Meeting Type: | Annual | |||
Record Date: | APR 06, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Mathias Dopfner | For | For | Management | ||||
1b | Elect Director Reed Hastings | For | For | Management | ||||
1c | Elect Director Jay C. Hoag | For | For | Management | ||||
1d | Elect Director Ted Sarandos | For | For | Management | ||||
2 | Ratify Ernst & Young LLP as Auditors | For | For | Management | ||||
3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
5 | Amend Right to Call Special Meeting | Against | Against | Shareholder | ||||
6 | Adopt Policy Prohibiting Directors from Simultaneously Sitting on the Board of Directors of Any Other Company | Against | Against | Shareholder | ||||
7 | Report on Climate Risk in Retirement Plan Options | Against | Against | Shareholder | ||||
8 | Adopt and Disclose a Freedom of Association and Collective Bargaining Policy | Against | Against | Shareholder |
NEXON CO., LTD.
Ticker: | 3659 | Security ID: | J4914X104 | |||
Meeting Date: | MAR 24, 2023 | Meeting Type: | Annual | |||
Record Date: | DEC 31, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director Owen Mahoney | For | For | Management | ||||
1.2 | Elect Director Uemura, Shiro | For | For | Management | ||||
1.3 | Elect Director Junghun Lee | For | For | Management | ||||
1.4 | Elect Director Patrick Soderlund | For | For | Management | ||||
1.5 | Elect Director Mitchell Lasky | For | For | Management | ||||
2 | Approve Deep Discount Stock Option Plan | For | For | Management |
NINTENDO CO., LTD.
Ticker: | 7974 | Security ID: | J51699106 | |||
Meeting Date: | JUN 23, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 31, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Approve Allocation of Income, With a Final Dividend of JPY 123 | For | For | Management | ||||
2.1 | Elect Director Furukawa, Shuntaro | For | For | Management | ||||
2.2 | Elect Director Miyamoto, Shigeru | For | For | Management | ||||
2.3 | Elect Director Takahashi, Shinya | For | For | Management | ||||
2.4 | Elect Director Shibata, Satoru | For | For | Management | ||||
2.5 | Elect Director Shiota, Ko | For | For | Management | ||||
2.6 | Elect Director Chris Meledandri | For | For | Management |
NORTHERN STAR INVESTMENT CORP. III
Ticker: | NSTC | Security ID: | 66574L100 | |||
Meeting Date: | MAR 01, 2023 | Meeting Type: | Special | |||
Record Date: | FEB 03, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination March 4, 2023 to September 4, 2023 | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
NORTHERN STAR INVESTMENT CORP. IV
Ticker: | NSTD | Security ID: | 66575B101 | |||
Meeting Date: | MAR 01, 2023 | Meeting Type: | Special | |||
Record Date: | FEB 03, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from March 4, 2023 to September 4, 2023 | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
NXP SEMICONDUCTORS N.V.
Ticker: | NXPI | Security ID: | N6596X109 | |||
Meeting Date: | MAY 24, 2023 | Meeting Type: | Annual | |||
Record Date: | APR 26, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Adopt Financial Statements and Statutory Reports | For | For | Management | ||||
2 | Approve Discharge of Board Members | For | For | Management | ||||
3a | Reelect Kurt Sievers as Executive Director | For | For | Management | ||||
3b | Reelect Annette Clayton as Non-Executive Director | For | For | Management | ||||
3c | Reelect Anthony Foxx as Non-Executive Director | For | For | Management | ||||
3d | Reelect Chunyuan Gu as Non-Executive Director | For | For | Management | ||||
3e | Reelect Lena Olving as Non-Executive Director | For | For | Management | ||||
3f | Reelect Julie Southern as Non-Executive Director | For | For | Management | ||||
3g | Reelect Jasmin Staiblin as Non-Executive Director | For | For | Management | ||||
3h | Reelect Gregory Summe as Non-Executive Director | For | For | Management | ||||
3i | Reelect Karl-Henrik Sundstrom as Non-Executive Director | For | For | Management | ||||
3j | Reelect Moshe Gavrielov as Non-Executive Director | For | For | Management | ||||
4 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital | For | For | Management | ||||
5 | Authorize Board to Exclude Preemptive Rights from Share Issuances | For | For | Management | ||||
6 | Authorize Share Repurchase Program | For | For | Management | ||||
7 | Approve Cancellation of Ordinary Shares | For | For | Management | ||||
8 | Ratify Ernst & Young Accountants LLP as Auditors | For | For | Management | ||||
9 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management |
OPEN TEXT CORPORATION
Ticker: | OTEX | Security ID: | 683715106 | |||
Meeting Date: | SEP 15, 2022 | Meeting Type: | Annual | |||
Record Date: | AUG 04, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director P. Thomas Jenkins | For | For | Management | ||||
1.2 | Elect Director Mark J. Barrenechea | For | For | Management | ||||
1.3 | Elect Director Randy Fowlie | For | For | Management | ||||
1.4 | Elect Director David Fraser | For | For | Management | ||||
1.5 | Elect Director Gail E. Hamilton | For | For | Management | ||||
1.6 | Elect Director Robert (Bob) Hau | For | For | Management | ||||
1.7 | Elect Director Ann M. Powell | For | For | Management | ||||
1.8 | Elect Director Stephen J. Sadler | For | For | Management | ||||
1.9 | Elect Director Michael Slaunwhite | For | For | Management | ||||
1.10 | Elect Director Katharine B. Stevenson | For | For | Management | ||||
1.11 | Elect Director Deborah Weinstein | For | For | Management | ||||
2 | Ratify KPMG LLP as Auditors | For | For | Management | ||||
3 | Advisory Vote on Executive Compensation Approach | For | Against | Management | ||||
4 | Approve Shareholder Rights Plan | For | For | Management |
ORION ACQUISITION CORP.
Ticker: | OHPA | Security ID: | 68626A207 | |||
Meeting Date: | NOV 21, 2022 | Meeting Type: | Special | |||
Record Date: | OCT 12, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Approve the Amendment of the Amended and Restated Certificate of Incorporation | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
PG&E CORPORATION
Ticker: | PCG | Security ID: | 69331C108 | |||
Meeting Date: | MAY 18, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 20, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Cheryl F. Campbell | For | For | Management | ||||
1b | Elect Director Kerry W. Cooper | For | For | Management | ||||
1c | Elect Director Arno L. Harris | For | For | Management | ||||
1d | Elect Director Carlos M. Hernandez | For | For | Management | ||||
1e | Elect Director Michael R. Niggli | For | For | Management | ||||
1f | Elect Director Benjamin F. Wilson | For | For | Management | ||||
2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Management | ||||
3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
4 | Ratify Deloitte & Touche LLP as Auditors | For | For | Management |
PLUM ACQUISITION CORP. I
Ticker: | PLMI | Security ID: | G7134L100 | |||
Meeting Date: | MAR 15, 2023 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | FEB 17, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Memorandum and Articles of Association to Extend Consummation of Business Combination from March 18, 2023 to June 18, 2023, and to Further Extend, Without Another Shareholder Approval, to March 18, 2024 | For | For | Management | ||||
2 | Amend Memorandum and Articles of Association to Eliminate Redemption Limitation | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
POWERUP ACQUISITION CORP.
Ticker: | PWUP | Security ID: | G7207P111 | |||
Meeting Date: | MAY 18, 2023 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | APR 19, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from May 23, 2023 to May 23, 2024 | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
PROSUS NV
Ticker: | PRX | Security ID: | N7163R103 | |||
Meeting Date: | AUG 24, 2022 | Meeting Type: | Annual | |||
Record Date: | JUL 27, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Receive Report of Management Board (Non-Voting) | None | None | Management | ||||
2 | Approve Remuneration Report | For | Against | Management | ||||
3 | Adopt Financial Statements | For | For | Management | ||||
4 | Approve Allocation of Income | For | For | Management | ||||
5 | Approve Discharge of Executive Directors | For | For | Management | ||||
6 | Approve Discharge of Non-Executive Directors | For | For | Management | ||||
7 | Approve Remuneration Policy for Executive and Non-Executive Directors | For | Against | Management | ||||
8 | Elect Sharmistha Dubey as Non-Executive Director | For | For | Management | ||||
9.1 | Reelect JP Bekker as Non-Executive Director | For | For | Management | ||||
9.2 | Reelect D Meyer as Non-Executive Director | For | For | Management | ||||
9.3 | Reelect SJZ Pacak as Non-Executive Director | For | For | Management | ||||
9.4 | Reelect JDT Stofberg as Non-Executive Director | For | For | Management | ||||
10 | Ratify Deloitte Accountants B.V. as Auditors | For | For | Management | ||||
11 | Grant Board Authority to Issue Shares Up To 10 Percent of Issued Capital and Restrict/Exclude Preemptive Rights | For | For | Management | ||||
12 | Authorize Repurchase of Shares | For | For | Management | ||||
13 | Approve Reduction in Share Capital Through Cancellation of Shares | For | For | Management | ||||
14 | Discuss Voting Results | None | None | Management | ||||
15 | Close Meeting | None | None | Management |
ROSS ACQUISITION CORP. II
Ticker: | ROSS | Security ID: | G7641C106 | |||
Meeting Date: | MAR 13, 2023 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | FEB 06, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Memorandum and Articles of Association to Extend Consummation of Business Combination from March 16, 2023 to September 16, 2023 | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
RUSH ENTERPRISES, INC.
Ticker: | RUSHA | Security ID: | 781846209 | |||
Meeting Date: | MAY 16, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 24, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director W.M. “Rusty” Rush | For | For | Management | ||||
1.2 | Elect Director Thomas A. Akin | For | For | Management | ||||
1.3 | Elect Director Raymond J. Chess | For | For | Management | ||||
1.4 | Elect Director William H. Cary | For | For | Management | ||||
1.5 | Elect Director Kennon H. Guglielmo | For | For | Management | ||||
1.6 | Elect Director Elaine Mendoza | For | For | Management | ||||
1.7 | Elect Director Troy A. Clarke | For | For | Management | ||||
2 | Amend Omnibus Stock Plan | For | For | Management | ||||
3 | Amend Qualified Employee Stock Purchase Plan | For | For | Management | ||||
4 | Increase Authorized Common Stock | For | For | Management | ||||
5 | Increase Authorized Common Stock | For | For | Management | ||||
6 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
7 | Advisory Vote on Say on Pay Frequency | Three Years | Three Years | Management | ||||
8 | Ratify Ernst & Young LLP as Auditors | For | For | Management |
RXR ACQUISITION CORP.
Ticker: | RXRA | Security ID: | 74981W206 | |||
Meeting Date: | DEC 15, 2022 | Meeting Type: | Special | |||
Record Date: | NOV 17, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Change the Original Termination Date | For | For | Management | ||||
2 | Amend Investment Management Trust Agreement | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
SAFRAN SA
Ticker: | SAF | Security ID: | F4035A557 | |||
Meeting Date: | MAY 25, 2023 | Meeting Type: | Annual/Special | |||
Record Date: | MAY 23, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Approve Financial Statements and Statutory Reports | For | For | Management | ||||
2 | Approve Consolidated Financial Statements and Statutory Reports | For | For | Management | ||||
3 | Approve Allocation of Income and Dividends of EUR 1.35 per Share | For | For | Management | ||||
4 | Approve Transaction with Airbus SE, Tikehau ACE Capital, AD Holding and the State | For | For | Management | ||||
5 | Ratify Appointment of Alexandre Lahousse as Director | For | For | Management | ||||
6 | Ratify Appointment of Robert Peugeot as Director | For | For | Management | ||||
7 | Reelect Ross McInnes as Director | For | For | Management | ||||
8 | Reelect Olivier Andries as Director | For | For | Management | ||||
9 | Elect Fabrice Bregier as Director | For | For | Management | ||||
10 | Reelect Laurent Guillot as Director | For | For | Management | ||||
11 | Reelect Alexandre Lahousse as Director | For | For | Management | ||||
12 | Approve Compensation of Ross McInnes, Chairman of the Board | For | For | Management | ||||
13 | Approve Compensation of Olivier Andries, CEO | For | For | Management | ||||
14 | Approve Compensation Report of Corporate Officers | For | For | Management | ||||
15 | Approve Remuneration Policy of Chairman of the Board | For | For | Management | ||||
16 | Approve Remuneration Policy of CEO | For | For | Management | ||||
17 | Approve Remuneration Policy of Directors | For | For | Management | ||||
18 | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | For | For | Management | ||||
19 | Authorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 20 Million | For | For | Management | ||||
20 | Authorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 8 Million | For | For | Management | ||||
21 | Authorize Capital Increase of Up to EUR 8 Million for Future Exchange Offers | For | For | Management | ||||
22 | Approve Issuance of Equity or Equity-Linked Securities for Private Placements, up to Aggregate Nominal Amount of EUR 8 Million | For | For | Management | ||||
23 | Authorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 19-22 | For | For | Management | ||||
24 | Authorize Capitalization of Reserves of Up to EUR 12.5 Million for Bonus Issue or Increase in Par Value | For | For | Management | ||||
25 | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | For | For | Management | ||||
26 | Authorize Decrease in Share Capital via Cancellation of Repurchased Shares | For | For | Management | ||||
27 | Authorize up to 0.4 Percent of Issued Capital for Use in Restricted Stock Plans With Performance Conditions Attached | For | For | Management | ||||
28 | Authorize up to 0.3 Percent of Issued Capital for Use in Restricted Stock Plans | For | For | Management | ||||
29 | Authorize Filing of Required Documents/Other Formalities | For | For | Management |
SAMSUNG C&T CORP.
Ticker: | 028260 | Security ID: | Y7T71K106 | |||
Meeting Date: | MAR 17, 2023 | Meeting Type: | Annual | |||
Record Date: | DEC 31, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Approve Financial Statements and Allocation of Income | For | For | Management | ||||
2 | Approve Cancellation of Treasury Shares | For | For | Management | ||||
3.1.1 | Elect Jeong Byeong-seok as Outside Director | For | Against | Management | ||||
3.1.2 | Elect Lee Sang-seung as Outside Director | For | Against | Management | ||||
3.2.1 | Elect Jeong Hae-rin as Inside Director | For | Against | Management | ||||
4 | Elect Janice Lee as Outside Director to Serve as an Audit Committee Member | For | Against | Management | ||||
5.1 | Elect Lee Sang-seung as a Member of Audit Committee | For | Against | Management | ||||
5.2 | Elect Choi Jung-gyeong as a Member of Audit Committee | For | Against | Management | ||||
6 | Approve Total Remuneration of Inside Directors and Outside Directors | For | Against | Management |
SILVER SPIKE ACQUISITION CORP. II
Ticker: | SPKB | Security ID: | G8201H105 | |||
Meeting Date: | MAR 10, 2023 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | FEB 13, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Memorandum and Articles of Association to Extend Consummation of Business Combination from March 15, 2023 to June 15, 2023 | For | For | Management | ||||
2 | Amend Articles to Eliminate Redemption Limitation | For | For | Management | ||||
3 | Approve Founder Conversion Amendment | For | For | Management | ||||
4 | Adjourn Meeting | For | For | Management |
SLAM CORP.
Ticker: | SLAM | Security ID: | G8210L113 | |||
Meeting Date: | FEB 21, 2023 | Meeting Type: | Extraordinary Shareholders | |||
Record Date: | JAN 17, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Memorandum and Articles of Association to Extend Consummation of Business Combination from February 25, 2023 to May 25, 2023 | For | For | Management | ||||
2 | Amend Articles of Association Regarding Redemption Limitation | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
STRATIM CLOUD ACQUISITION CORP.
Ticker: | SCAQ | Security ID: | 86309R107 | |||
Meeting Date: | MAR 10, 2023 | Meeting Type: | Special | |||
Record Date: | FEB 08, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from March 16, 2023 to September 16, 2023 | For | For | Management | ||||
2 | Amend Certificate of Incorporation to Eliminate Redemption Limitation | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
SWIRE PACIFIC LIMITED
Ticker: | 19 | Security ID: | Y83310105 | |||
Meeting Date: | MAY 11, 2023 | Meeting Type: | Annual | |||
Record Date: | MAY 05, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect P K Etchells as Director | For | For | Management | ||||
1b | Elect Z P Zhang as Director | For | For | Management | ||||
1c | Elect G D McCallum as Director | For | For | Management | ||||
1d | Elect E M Ngan as Director | For | For | Management | ||||
1e | Elect B Y Zhang as Director | For | For | Management | ||||
2 | Approve PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration | For | For | Management | ||||
3 | Authorize Repurchase of Issued Share Capital | For | For | Management | ||||
4 | Approve Issuance of Equity or Equity-Linked Securities without Preemptive Rights | For | For | Management |
TCW SPECIAL PURPOSE ACQUISITION CORP.
Ticker: | TSPQ | Security ID: | 87301L205 | |||
Meeting Date: | DEC 15, 2022 | Meeting Type: | Special | |||
Record Date: | NOV 16, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Change the Original Termination Date | For | For | Management | ||||
2 | Amend Investment Management Trust Agreement | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
TE CONNECTIVITY LTD.
Ticker: | TEL | Security ID: | H84989104 | |||
Meeting Date: | MAR 15, 2023 | Meeting Type: | Annual | |||
Record Date: | FEB 23, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Jean-Pierre Clamadieu | For | For | Management | ||||
1b | Elect Director Terrence R. Curtin | For | For | Management | ||||
1c | Elect Director Carol A. (John) Davidson For | For | Management | |||||
1d | Elect Director Lynn A. Dugle | For | For | Management | ||||
1e | Elect Director William A. Jeffrey | For | For | Management | ||||
1f | Elect Director Syaru Shirley Lin | For | For | Management | ||||
1g | Elect Director Thomas J. Lynch | For | For | Management | ||||
1h | Elect Director Heath A. Mitts | For | For | Management | ||||
1i | Elect Director Abhijit Y. Talwalkar | For | For | Management | ||||
1j | Elect Director Mark C. Trudeau | For | For | Management | ||||
1k | Elect Director Dawn C. Willoughby | For | For | Management | ||||
1l | Elect Director Laura H. Wright | For | For | Management | ||||
2 | Elect Board Chairman Thomas J. Lynch | For | For | Management | ||||
3a | Elect Abhijit Y. Talwalkar as Member of Management Development and Compensation Committee | For | For | Management | ||||
3b | Elect Mark C. Trudeau as Member of Management Development and Compensation Committee | For | For | Management | ||||
3c | Elect Dawn C. Willoughby as Member of Management Development and Compensation Committee | For | For | Management | ||||
4 | Designate Rene Schwarzenbach as Independent Proxy | For | For | Management | ||||
5.1 | Accept Annual Report for Fiscal Year Ended September 30, 2022 | For | For | Management | ||||
5.2 | Accept Statutory Financial Statements for Fiscal Year Ended September 30, 2022 | For | For | Management | ||||
5.3 | Approve Consolidated Financial Statements for Fiscal Year Ended September 30, 2022 | For | For | Management | ||||
6 | Approve Discharge of Board and Senior Management | For | For | Management | ||||
7.1 | Ratify Deloitte & Touche LLP as Independent Registered Public Accounting Firm for Fiscal Year 2023 | For | For | Management | ||||
7.2 | Ratify Deloitte AG as Swiss Registered Auditors | For | For | Management | ||||
7.3 | Ratify PricewaterhouseCoopers AG as Special Auditors | For | For | Management | ||||
8 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
9 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
10 | Approve Remuneration Report | For | For | Management | ||||
11 | Approve Remuneration of Executive Management in the Amount of USD 53.5 Million | For | For | Management | ||||
12 | Approve Remuneration of Board of Directors in the Amount of USD 4.1 Million | For | For | Management | ||||
13 | Approve Allocation of Available Earnings at September 30, 2022 | For | For | Management | ||||
14 | Approve Declaration of Dividend | For | For | Management | ||||
15 | Authorize Share Repurchase Program | For | For | Management | ||||
16 | Approve Reduction in Share Capital via Cancelation of Shares | For | For | Management | ||||
17 | Amend Articles to Reflect Changes in Capital | For | For | Management |
TLG ACQUISITION ONE CORP.
Ticker: | TLGA | Security ID: | 87257M207 | |||
Meeting Date: | DEC 19, 2022 | Meeting Type: | Special | |||
Record Date: | NOV 14, 2022 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from February 1, 2023 to August 1, 2023 | For | For | Management | ||||
2 | Amend Investment Management Trust Agreement | For | For | Management | ||||
3 | Adjourn Meeting | For | For | Management |
TWELVE SEAS INVESTMENT CO. II
Ticker: | TWLV | Security ID: | 90118T205 | |||
Meeting Date: | FEB 28, 2023 | Meeting Type: | Special | |||
Record Date: | FEB 03, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1 | Amend Certificate of Incorporation to Extend Consummation of Business Combination from March 2, 2023 to December 2, 2023 | For | For | Management | ||||
2 | Adjourn Meeting | For | For | Management |
UBER TECHNOLOGIES, INC.
Ticker: | UBER | Security ID: | 90353T100 | |||
Meeting Date: | MAY 08, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 13, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Ronald Sugar | For | For | Management | ||||
1b | Elect Director Revathi Advaithi | For | For | Management | ||||
1c | Elect Director Ursula Burns | For | For | Management | ||||
1d | Elect Director Robert Eckert | For | For | Management | ||||
1e | Elect Director Amanda Ginsberg | For | For | Management | ||||
1f | Elect Director Dara Khosrowshahi | For | For | Management | ||||
1g | Elect Director Wan Ling Martello | For | For | Management | ||||
1h | Elect Director John Thain | For | For | Management | ||||
1i | Elect Director David I. Trujillo | For | For | Management | ||||
1j | Elect Director Alexander Wynaendts | For | For | Management | ||||
2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
3 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Management | ||||
4 | Commission a Third-Party Audit on Driver Health and Safety | Against | Against | Shareholder |
UNIVAR SOLUTIONS INC.
Ticker: | UNVR | Security ID: | 91336L107 | |||
Meeting Date: | MAY 04, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 07, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director Joan A. Braca | For | For | Management | ||||
1.2 | Elect Director Mark J. Byrne | For | For | Management | ||||
1.3 | Elect Director Daniel P. Doheny | For | For | Management | ||||
1.4 | Elect Director Rhonda Germany | For | For | Management | ||||
1.5 | Elect Director David C. Jukes | For | For | Management | ||||
1.6 | Elect Director Varun Laroyia | For | For | Management | ||||
1.7 | Elect Director Stephen D. Newlin | For | For | Management | ||||
1.8 | Elect Director Christopher D. Pappas | For | For | Management | ||||
1.9 | Elect Director Kerry J. Preete | For | For | Management | ||||
1.10 | Elect Director Robert L. Wood | For | For | Management | ||||
2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
3 | Ratify Ernst & Young LLP as Auditors | For | For | Management |
VORNADO REALTY TRUST
Ticker: | VNO | Security ID: | 929042109 | |||
Meeting Date: | MAY 18, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 20, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1.1 | Elect Director Steven Roth | For | For | Management | ||||
1.2 | Elect Director Candace K. Beinecke | For | For | Management | ||||
1.3 | Elect Director Michael D. Fascitelli | For | For | Management | ||||
1.4 | Elect Director Beatrice Hamza Bassey | For | For | Management | ||||
1.5 | Elect Director William W. Helman, IV | For | For | Management | ||||
1.6 | Elect Director David M. Mandelbaum | For | For | Management | ||||
1.7 | Elect Director Raymond J. McGuire | For | For | Management | ||||
1.8 | Elect Director Mandakini Puri | For | For | Management | ||||
1.9 | Elect Director Daniel R. Tisch | For | For | Management | ||||
1.10 | Elect Director Russell B. Wight, Jr. | For | For | Management | ||||
2 | Ratify Deloitte & Touche LLP as Auditors | For | For | Management | ||||
3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
5 | Approve Omnibus Stock Plan | For | For | Management |
WELLS FARGO & COMPANY
Ticker: | WFC | Security ID: | 949746101 | |||
Meeting Date: | APR 25, 2023 | Meeting Type: | Annual | |||
Record Date: | FEB 24, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Steven D. Black | For | For | Management | ||||
1b | Elect Director Mark A. Chancy | For | For | Management | ||||
1c | Elect Director Celeste A. Clark | For | For | Management | ||||
1d | Elect Director Theodore F. Craver, Jr. | For | For | Management | ||||
1e | Elect Director Richard K. Davis | For | For | Management | ||||
1f | Elect Director Wayne M. Hewett | For | For | Management | ||||
1g | Elect Director CeCelia (CeCe) G. Morken | For | For | Management | ||||
1h | Elect Director Maria R. Morris | For | For | Management | ||||
1i | Elect Director Felicia F. Norwood | For | For | Management | ||||
1j | Elect Director Richard B. Payne, Jr. | For | For | Management | ||||
1k | Elect Director Ronald L. Sargent | For | For | Management | ||||
1l | Elect Director Charles W. Scharf | For | For | Management | ||||
1m | Elect Director Suzanne M. Vautrinot | For | For | Management | ||||
2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
4 | Ratify KPMG LLP as Auditors | For | For | Management | ||||
5 | Adopt Simple Majority Vote | Against | Against | Shareholder | ||||
6 | Report on Political Expenditures Congruence | Against | Against | Shareholder | ||||
7 | Report on Climate Lobbying | Against | Against | Shareholder | ||||
8 | Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Against | Against | Shareholder | ||||
9 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Against | Against | Shareholder | ||||
10 | Report on Prevention of Workplace Harassment and Discrimination | Against | Against | Shareholder | ||||
11 | Adopt Policy on Freedom of Association and Collective Bargaining | Against | Against | Shareholder |
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
Ticker: | WAB | Security ID: | 929740108 | |||
Meeting Date: | MAY 17, 2023 | Meeting Type: | Annual | |||
Record Date: | MAR 21, 2023 |
# | Proposal | Mgt Rec | Vote Cast | Sponsor | ||||
1a | Elect Director Rafael Santana | For | For | Management | ||||
1b | Elect Director Lee C. Banks | For | For | Management | ||||
1c | Elect Director Byron S. Foster | For | For | Management | ||||
2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Management | ||||
3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Management | ||||
4 | Ratify Ernst & Young LLP as Auditors | For | For | Management |
========== END NPX REPORT
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Microchip Technology Incorporated | MCHP | 595017104 | 23-Aug-22 | Elect Director Matthew W. Chapman | Management | Yes | For | No | ||||||||
Microchip Technology Incorporated | MCHP | 595017104 | 23-Aug-22 | Elect Director Esther L. Johnson | Management | Yes | For | No | ||||||||
Microchip Technology Incorporated | MCHP | 595017104 | 23-Aug-22 | Elect Director Karlton D. Johnson | Management | Yes | For | No | ||||||||
Microchip Technology Incorporated | MCHP | 595017104 | 23-Aug-22 | Elect Director Wade F. Meyercord | Management | Yes | For | No | ||||||||
Microchip Technology Incorporated | MCHP | 595017104 | 23-Aug-22 | Elect Director Ganesh Moorthy | Management | Yes | For | No | ||||||||
Microchip Technology Incorporated | MCHP | 595017104 | 23-Aug-22 | Elect Director Karen M. Rapp | Management | Yes | For | No | ||||||||
Microchip Technology Incorporated | MCHP | 595017104 | 23-Aug-22 | Elect Director Steve Sanghi | Management | Yes | For | No | ||||||||
Microchip Technology Incorporated | MCHP | 595017104 | 23-Aug-22 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
Microchip Technology Incorporated | MCHP | 595017104 | 23-Aug-22 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
NIKE, Inc. | NKE | 654106103 | 09-Sep-22 | Elect Director Alan B. Graf, Jr. | Management | Yes | For | No | ||||||||
NIKE, Inc. | NKE | 654106103 | 09-Sep-22 | Elect Director Peter B. Henry | Management | Yes | For | No | ||||||||
NIKE, Inc. | NKE | 654106103 | 09-Sep-22 | Elect Director Michelle A. Peluso | Management | Yes | Withhold | Yes | ||||||||
NIKE, Inc. | NKE | 654106103 | 09-Sep-22 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
NIKE, Inc. | NKE | 654106103 | 09-Sep-22 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
NIKE, Inc. | NKE | 654106103 | 09-Sep-22 | Amend Qualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||||||
NIKE, Inc. | NKE | 654106103 | 09-Sep-22 | Adopt a Policy on China Sourcing | Shareholder | Yes | Against | No | ||||||||
The Procter & Gamble Company | PG | 742718109 | 11-Oct-22 | Elect Director B. Marc Allen | Management | Yes | For | No | ||||||||
The Procter & Gamble Company | PG | 742718109 | 11-Oct-22 | Elect Director Angela F. Braly | Management | Yes | For | No | ||||||||
The Procter & Gamble Company | PG | 742718109 | 11-Oct-22 | Elect Director Amy L. Chang | Management | Yes | For | No | ||||||||
The Procter & Gamble Company | PG | 742718109 | 11-Oct-22 | Elect Director Joseph Jimenez | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
The Procter & Gamble Company | PG | 742718109 | 11-Oct-22 | Elect Director Christopher Kempczinski | Management | Yes | For | No | ||||||||
The Procter & Gamble Company | PG | 742718109 | 11-Oct-22 | Elect Director Debra L. Lee | Management | Yes | For | No | ||||||||
The Procter & Gamble Company | PG | 742718109 | 11-Oct-22 | Elect Director Terry J. Lundgren | Management | Yes | For | No | ||||||||
The Procter & Gamble Company | PG | 742718109 | 11-Oct-22 | Elect Director Christine M. McCarthy | Management | Yes | For | No | ||||||||
The Procter & Gamble Company | PG | 742718109 | 11-Oct-22 | Elect Director Jon R. Moeller | Management | Yes | For | No | ||||||||
The Procter & Gamble Company | PG | 742718109 | 11-Oct-22 | Elect Director Rajesh Subramaniam | Management | Yes | For | No | ||||||||
The Procter & Gamble Company | PG | 742718109 | 11-Oct-22 | Elect Director Patricia A. Woertz | Management | Yes | For | No | ||||||||
The Procter & Gamble Company | PG | 742718109 | 11-Oct-22 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
The Procter & Gamble Company | PG | 742718109 | 11-Oct-22 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Elect Director M. Michele Burns | Management | Yes | For | No | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Elect Director Wesley G. Bush | Management | Yes | For | No | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Elect Director Michael D. Capellas | Management | Yes | For | No | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Elect Director Mark Garrett | Management | Yes | For | No | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Elect Director John D. Harris, II | Management | Yes | For | No | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Elect Director Kristina M. Johnson | Management | Yes | For | No | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Elect Director Roderick C. McGeary | Management | Yes | For | No | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Elect Director Sarah Rae Murphy | Management | Yes | For | No | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Elect Director Charles H. Robbins | Management | Yes | For | No | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Elect Director Brenton L. Saunders | Management | Yes | For | No | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Elect Director Lisa T. Su | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Elect Director Marianna Tessel | Management | Yes | For | No | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
Cisco Systems, Inc. | CSCO | 17275R102 | 08-Dec-22 | Report on Tax Transparency Set Forth in the Global Reporting Initiative’s Tax Standard | Shareholder | Yes | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Elect Director Reid G. Hoffman | Management | Yes | For | No | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Elect Director Hugh F. Johnston | Management | Yes | For | No | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Elect Director Teri L. List | Management | Yes | For | No | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Elect Director Satya Nadella | Management | Yes | For | No | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Elect Director Sandra E. Peterson | Management | Yes | Against | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Elect Director Penny S. Pritzker | Management | Yes | For | No | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Elect Director Carlos A. Rodriguez | Management | Yes | For | No | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Elect Director Charles W. Scharf | Management | Yes | Against | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Elect Director John W. Stanton | Management | Yes | For | No | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Elect Director John W. Thompson | Management | Yes | For | No | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Elect Director Emma N. Walmsley | Management | Yes | Against | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Elect Director Padmasree Warrior | Management | Yes | Against | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | Against | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Report on Cost/Benefit Analysis of Diversity and Inclusion | Shareholder | Yes | Against | No | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Report on Hiring of Persons with Arrest or Incarceration Records | Shareholder | Yes | Against | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Assess and Report on the Company’s Retirement Funds’ Management of Systemic Climate Risk | Shareholder | Yes | Against | No | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Report on Government Use of Microsoft Technology | Shareholder | Yes | For | Yes | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Report on Development of Products for Military | Shareholder | Yes | Against | No | ||||||||
Microsoft Corporation | MSFT | 594918104 | 13-Dec-22 | Report on Tax Transparency | Shareholder | Yes | For | Yes | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Elect Director Susan L. Decker | Management | Yes | For | No | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Elect Director Kenneth D. Denman | Management | Yes | Against | Yes | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Elect Director Richard A. Galanti | Management | Yes | Against | Yes | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Elect Director Hamilton E. James | Management | Yes | For | No | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Elect Director W. Craig Jelinek | Management | Yes | For | No | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Elect Director Sally Jewell | Management | Yes | For | No | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Elect Director Charles T. Munger | Management | Yes | For | No | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Elect Director Jeffrey S. Raikes | Management | Yes | Against | Yes | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Elect Director John W. Stanton | Management | Yes | For | No | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Elect Director Ron M. Vachris | Management | Yes | For | No | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Elect Director Mary Agnes (Maggie) Wilderotter | Management | Yes | Against | Yes | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Costco Wholesale Corporation | COST | 22160K105 | 19-Jan-23 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Yes | Against | No | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Elect Director Jaime Ardila | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Elect Director Nancy McKinstry | Management | Yes | For | No | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Elect Director Beth E. Mooney | Management | Yes | For | No | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Elect Director Gilles C. Pelisson | Management | Yes | For | No | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Elect Director Paula A. Price | Management | Yes | For | No | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Elect Director Venkata (Murthy) Renduchintala | Management | Yes | For | No | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Elect Director Arun Sarin | Management | Yes | For | No | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Elect Director Julie Sweet | Management | Yes | For | No | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Elect Director Tracey T. Travis | Management | Yes | For | No | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | Yes | For | No | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Renew the Board’s Authority to Issue Shares Under Irish Law | Management | Yes | For | No | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Authorize Board to Opt-Out of Statutory Pre-Emption Rights | Management | Yes | For | No | ||||||||
Accenture Plc | ACN | G1151C101 | 01-Feb-23 | Determine Price Range for Reissuance of Treasury Shares | Management | Yes | For | No | ||||||||
Emerson Electric Co. | EMR | 291011104 | 07-Feb-23 | Elect Director Martin S. Craighead | Management | Yes | For | No | ||||||||
Emerson Electric Co. | EMR | 291011104 | 07-Feb-23 | Elect Director Gloria A. Flach | Management | Yes | For | No | ||||||||
Emerson Electric Co. | EMR | 291011104 | 07-Feb-23 | Elect Director Matthew S. Levatich | Management | Yes | For | No | ||||||||
Emerson Electric Co. | EMR | 291011104 | 07-Feb-23 | Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||||||
Emerson Electric Co. | EMR | 291011104 | 07-Feb-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Emerson Electric Co. | EMR | 291011104 | 07-Feb-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Elect Director Leanne G. Caret | Management | Yes | For | No | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Elect Director Tamra A. Erwin | Management | Yes | For | No | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Elect Director Alan C. Heuberger | Management | Yes | For | No | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Elect Director Charles O. Holliday, Jr. | Management | Yes | For | No | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Elect Director Michael O. Johanns | Management | Yes | For | No | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Elect Director Clayton M. Jones | Management | Yes | For | No | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Elect Director John C. May | Management | Yes | For | No | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Elect Director Gregory R. Page | Management | Yes | For | No | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Elect Director Sherry M. Smith | Management | Yes | For | No | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Elect Director Dmitri L. Stockton | Management | Yes | For | No | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Elect Director Sheila G. Talton | Management | Yes | For | No | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
Deere & Company | DE | 244199105 | 22-Feb-23 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | For | Yes | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Elect Director Sylvia Acevedo | Management | Yes | For | No | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Elect Director Cristiano R. Amon | Management | Yes | For | No | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Elect Director Mark Fields | Management | Yes | For | No | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Elect Director Jeffrey W. Henderson | Management | Yes | For | No | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Elect Director Gregory N. Johnson | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Elect Director Ann M. Livermore | Management | Yes | For | No | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Elect Director Mark D. McLaughlin | Management | Yes | For | No | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Elect Director Jamie S. Miller | Management | Yes | For | No | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Elect Director Irene B. Rosenfeld | Management | Yes | For | No | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Elect Director Kornelis (Neil) Smit | Management | Yes | For | No | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Elect Director Jean-Pascal Tricoire | Management | Yes | For | No | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Elect Director Anthony J. Vinciquerra | Management | Yes | For | No | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Approve Omnibus Stock Plan | Management | Yes | For | No | ||||||||
QUALCOMM Incorporated | QCOM | 747525103 | 08-Mar-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Elect Director James Bell | Management | Yes | For | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Elect Director Tim Cook | Management | Yes | For | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Elect Director Al Gore | Management | Yes | For | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Elect Director Alex Gorsky | Management | Yes | For | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Elect Director Andrea Jung | Management | Yes | For | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Elect Director Art Levinson | Management | Yes | For | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Elect Director Monica Lozano | Management | Yes | For | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Elect Director Ron Sugar | Management | Yes | For | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Elect Director Sue Wagner | Management | Yes | For | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Report on Civil Rights and Non-Discrimination Audit | Shareholder | Yes | Against | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Report on Operations in Communist China | Shareholder | Yes | Against | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Yes | Against | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Report on Median Gender/Racial Pay Gap | Shareholder | Yes | Against | No | ||||||||
Apple Inc. | AAPL | 037833100 | 10-Mar-23 | Amend Proxy Access Right | Shareholder | Yes | Against | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Approve Financial Statements and Statutory Reports | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Approve Allocation of Income | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Present Board’s Report on Share Repurchase | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Set Maximum Amount of Share Repurchase Reserve | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Authorize Reduction in Variable Portion of Capital via Cancellation of Repurchased Shares | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Rogelio Zambrano Lozano as Board Chairman | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Fernando A. Gonzalez Olivieri as Director | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Marcelo Zambrano Lozano as Director | Management | Yes | Against | Yes | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Armando J. Garcia Segovia as Director | Management | Yes | Against | Yes | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Rodolfo Garcia Muriel as Director | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Francisco Javier Fernandez Carbajal as Director | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Armando Garza Sada as Director | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect David Martinez Guzman as Director | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Everardo Elizondo Almaguer as Director | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Ramiro Gerardo Villarreal Morales as Director | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Gabriel Jaramillo Sanint as Director | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Isabel Maria Aguilera Navarro as Director | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Maria de Lourdes Melgar Palacios as Director | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Roger Saldana Madero as Board Secretary | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Everardo Elizondo Almaguer as Chairman of Audit Committee | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Francisco Javier Fernandez Carbajal as Member of Audit Committee | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Gabriel Jaramillo Sanint as Member of Audit Committee | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Roger Saldana Madero as Secretary of Audit Committee | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Francisco Javier Fernandez Carbajal as Chairman of Corporate Practices and Finance Committee | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Rodolfo Garcia Muriel as Member of Corporate Practices and Finance Committee | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Armando Garza Sada as Member of Corporate Practices and Finance Committee | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Roger Saldana Madero as Secretary of Corporate Practices and Finance Committee | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Armando J. Garcia Segovia as Chairman of Sustainability, Climate Action, Social Impact and Diversity Committee | Management | Yes | Against | Yes | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Marcelo Zambrano Lozano as Member of Sustainability, Climate Action, Social Impact and Diversity Committee | Management | Yes | Against | Yes | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Isabel Maria Aguilera Navarro as Member of Sustainability, Climate Action, Social Impact and Diversity Committee | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Maria de Lourdes Melgar Palacios as Member of Sustainability, Climate Action, Social Impact and Diversity Committee | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Elect Roger Saldana Madero as Secretary of Sustainability, Climate Action, Social Impact and Diversity Committee | Management | Yes | For | No | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Approve Remuneration of Directors and Members of Audit, Corporate Practices and Finance, Sustainability, Climate Action, Social Impact and Diversity Committees | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
CEMEX SAB de CV | CEMEXCPO | P2253T133 | 23-Mar-23 | Authorize Board to Ratify and Execute Approved Resolutions | Management | Yes | For | No | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Elect Director Richard E. Allison, Jr. | Management | Yes | Against | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Elect Director Andrew Campion | Management | Yes | Against | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Elect Director Beth Ford | Management | Yes | For | No | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Elect Director Mellody Hobson | Management | Yes | For | No | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Elect Director Jorgen Vig Knudstorp | Management | Yes | For | No | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Elect Director Satya Nadella | Management | Yes | For | No | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Elect Director Laxman Narasimhan | Management | Yes | For | No | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Elect Director Howard Schultz | Management | Yes | For | No | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | Against | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Report on Plant-Based Milk Pricing | Shareholder | Yes | Against | No | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Adopt Policy on Succession Planning | Shareholder | Yes | For | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Report on Operations in Communist China | Shareholder | Yes | Against | No | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Commission Third Party Assessment on Company’s Commitment to Freedom of Association and Collective Bargaining Rights | Shareholder | Yes | For | Yes | ||||||||
Starbucks Corporation | SBUX | 855244109 | 23-Mar-23 | Establish Committee on Corporate Sustainability | Shareholder | Yes | Against | No | ||||||||
Broadcom Inc. | AVGO | 11135F101 | 03-Apr-23 | Elect Director Diane M. Bryant | Management | Yes | Against | Yes | ||||||||
Broadcom Inc. | AVGO | 11135F101 | 03-Apr-23 | Elect Director Gayla J. Delly | Management | Yes | For | No | ||||||||
Broadcom Inc. | AVGO | 11135F101 | 03-Apr-23 | Elect Director Raul J. Fernandez | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Broadcom Inc. | AVGO | 11135F101 | 03-Apr-23 | Elect Director Eddy W. Hartenstein | Management | Yes | Against | Yes | ||||||||
Broadcom Inc. | AVGO | 11135F101 | 03-Apr-23 | Elect Director Check Kian Low | Management | Yes | Against | Yes | ||||||||
Broadcom Inc. | AVGO | 11135F101 | 03-Apr-23 | Elect Director Justine F. Page | Management | Yes | For | No | ||||||||
Broadcom Inc. | AVGO | 11135F101 | 03-Apr-23 | Elect Director Henry Samueli | Management | Yes | For | No | ||||||||
Broadcom Inc. | AVGO | 11135F101 | 03-Apr-23 | Elect Director Hock E. Tan | Management | Yes | For | No | ||||||||
Broadcom Inc. | AVGO | 11135F101 | 03-Apr-23 | Elect Director Harry L. You | Management | Yes | Against | Yes | ||||||||
Broadcom Inc. | AVGO | 11135F101 | 03-Apr-23 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
Broadcom Inc. | AVGO | 11135F101 | 03-Apr-23 | Amend Omnibus Stock Plan | Management | Yes | For | No | ||||||||
Broadcom Inc. | AVGO | 11135F101 | 03-Apr-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | Against | Yes | ||||||||
Broadcom Inc. | AVGO | 11135F101 | 03-Apr-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Elect Director Herb Allen | Management | Yes | For | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Elect Director Marc Bolland | Management | Yes | For | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Elect Director Ana Botin | Management | Yes | For | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Elect Director Christopher C. Davis | Management | Yes | For | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Elect Director Barry Diller | Management | Yes | For | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Elect Director Carolyn Everson | Management | Yes | For | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Elect Director Helene D. Gayle | Management | Yes | For | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Elect Director Alexis M. Herman | Management | Yes | For | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Elect Director Maria Elena Lagomasino | Management | Yes | For | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Elect Director Amity Millhiser | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Elect Director James Quincey | Management | Yes | For | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Elect Director Caroline J. Tsay | Management | Yes | For | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Elect Director David B. Weinberg | Management | Yes | For | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Report on Third-Party Civil Rights Audit | Shareholder | Yes | Against | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Yes | Against | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Yes | Against | No | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||||||
The Coca-Cola Company | KO | 191216100 | 25-Apr-23 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Yes | Against | No | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Elect Director Alan S. Armstrong | Management | Yes | For | No | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Elect Director Stephen W. Bergstrom | Management | Yes | For | No | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Elect Director Michael A. Creel | Management | Yes | For | No | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Elect Director Stacey H. Dore | Management | Yes | For | No | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Elect Director Carri A. Lockhart | Management | Yes | For | No | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Elect Director Richard E. Muncrief | Management | Yes | For | No | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Elect Director Peter A. Ragauss | Management | Yes | For | No | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Elect Director Rose M. Robeson | Management | Yes | For | No | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Elect Director Scott D. Sheffield | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Elect Director Murray D. Smith | Management | Yes | For | No | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Elect Director William H. Spence | Management | Yes | For | No | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Elect Director Jesse J. Tyson | Management | Yes | For | No | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
The Williams Companies, Inc. | WMB | 969457100 | 25-Apr-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Elect Director Patrick G. Awuah, Jr. | Management | Yes | For | No | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Elect Director Gregory H. Boyce | Management | Yes | For | No | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Elect Director Bruce R. Brook | Management | Yes | For | No | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Elect Director Maura Clark | Management | Yes | For | No | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Elect Director Emma FitzGerald | Management | Yes | For | No | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Elect Director Mary A. Laschinger | Management | Yes | For | No | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Elect Director Jose Manuel Madero | Management | Yes | For | No | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Elect Director Rene Medori | Management | Yes | For | No | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Elect Director Jane Nelson | Management | Yes | For | No | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Elect Director Thomas Palmer | Management | Yes | For | No | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Elect Director Julio M. Quintana | Management | Yes | For | No | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Elect Director Susan N. Story | Management | Yes | For | No | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Newmont Corporation | NEM | 651639106 | 26-Apr-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Darius Adamczyk | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Mary C. Beckerle | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director D. Scott Davis | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Jennifer A. Doudna | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Joaquin Duato | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Marillyn A. Hewson | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Paula A. Johnson | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Hubert Joly | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Mark B. McClellan | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Anne M. Mulcahy | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Mark A. Weinberger | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Elect Director Nadja Y. West | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Adopt Mandatory Arbitration Bylaw—Withdrawn | Shareholder | Yes | No | |||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Yes | Against | No | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Yes | For | Yes | ||||||||
Johnson & Johnson | JNJ | 478160104 | 27-Apr-23 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Yes | Against | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Elect Director Daniel F. Akerson | Management | Yes | For | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Elect Director David B. Burritt | Management | Yes | For | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Elect Director Bruce A. Carlson | Management | Yes | Against | Yes | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Elect Director John M. Donovan | Management | Yes | For | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Elect Director Joseph F. Dunford, Jr. | Management | Yes | For | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Elect Director James O. Ellis, Jr. | Management | Yes | For | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Elect Director Thomas J. Falk | Management | Yes | For | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Elect Director Ilene S. Gordon | Management | Yes | For | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Elect Director Vicki A. Hollub | Management | Yes | For | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Elect Director Jeh C. Johnson | Management | Yes | For | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Elect Director Debra L. Reed-Klages | Management | Yes | For | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Elect Director James D. Taiclet | Management | Yes | For | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Elect Director Patricia E. Yarrington | Management | Yes | For | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Report on Human Rights Impact Assessment | Shareholder | Yes | Against | No | ||||||||
Lockheed Martin Corporation | LMT | 539830109 | 27-Apr-23 | Report on Efforts to Reduce Full Value Chain GHG Emissions in Alignment with Paris Agreement Goal | Shareholder | Yes | For | Yes | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Elect Director Robert J. Alpern | Management | Yes | Against | Yes |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Elect Director Claire Babineaux-Fontenot | Management | Yes | For | No | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Elect Director Sally E. Blount | Management | Yes | Against | Yes | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Elect Director Robert B. Ford | Management | Yes | For | No | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Elect Director Paola Gonzalez | Management | Yes | Against | Yes | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Elect Director Michelle A. Kumbier | Management | Yes | For | No | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Elect Director Darren W. McDew | Management | Yes | Against | Yes | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Elect Director Nancy McKinstry | Management | Yes | Against | Yes | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Elect Director Michael G. O’Grady | Management | Yes | For | No | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Elect Director Michael F. Roman | Management | Yes | For | No | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Elect Director Daniel J. Starks | Management | Yes | For | No | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Elect Director John G. Stratton | Management | Yes | For | No | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | Against | No | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||||||
Abbott Laboratories | ABT | 002824100 | 28-Apr-23 | Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Yes | For | Yes | ||||||||
California Resources Corporation | CRC | 13057Q305 | 28-Apr-23 | Elect Director Andrew B. Bremner | Management | Yes | Withhold | Yes | ||||||||
California Resources Corporation | CRC | 13057Q305 | 28-Apr-23 | Elect Director Tiffany (TJ) Thom Cepak | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
California Resources Corporation | CRC | 13057Q305 | 28-Apr-23 | Elect Director James N. Chapman | Management | Yes | For | No | ||||||||
California Resources Corporation | CRC | 13057Q305 | 28-Apr-23 | Elect Director Francisco J. Leon | Management | Yes | For | No | ||||||||
California Resources Corporation | CRC | 13057Q305 | 28-Apr-23 | Elect Director Mark A. (Mac) McFarland | Management | Yes | For | No | ||||||||
California Resources Corporation | CRC | 13057Q305 | 28-Apr-23 | Elect Director Nicole Neeman Brady | Management | Yes | For | No | ||||||||
California Resources Corporation | CRC | 13057Q305 | 28-Apr-23 | Elect Director Julio M. Quintana | Management | Yes | For | No | ||||||||
California Resources Corporation | CRC | 13057Q305 | 28-Apr-23 | Elect Director William B. Roby | Management | Yes | For | No | ||||||||
California Resources Corporation | CRC | 13057Q305 | 28-Apr-23 | Elect Director Alejandra (Ale) Veltmann | Management | Yes | For | No | ||||||||
California Resources Corporation | CRC | 13057Q305 | 28-Apr-23 | Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||||||
California Resources Corporation | CRC | 13057Q305 | 28-Apr-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
California Resources Corporation | CRC | 13057Q305 | 28-Apr-23 | Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | Yes | Against | Yes | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Elect Director Peter J. Arduini | Management | Yes | For | No | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Elect Director Deepak L. Bhatt | Management | Yes | For | No | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Elect Director Giovanni Caforio | Management | Yes | For | No | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Elect Director Julia A. Haller | Management | Yes | For | No | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Elect Director Manuel Hidalgo Medina | Management | Yes | For | No | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Elect Director Paula A. Price | Management | Yes | For | No | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Elect Director Derica W. Rice | Management | Yes | For | No | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Elect Director Theodore R. Samuels | Management | Yes | For | No | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Elect Director Gerald L. Storch | Management | Yes | For | No | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Elect Director Karen H. Vousden | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Elect Director Phyllis R. Yale | Management | Yes | For | No | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Commission a Civil Rights and Non-Discrimination Audit | Shareholder | Yes | Against | No | ||||||||
Bristol-Myers Squibb Company | BMY | 110122108 | 02-May-23 | Amend Right to Call Special Meeting | Shareholder | Yes | Against | No | ||||||||
Packaging Corporation of America | PKG | 695156109 | 02-May-23 | Elect Director Cheryl K. Beebe | Management | Yes | For | No | ||||||||
Packaging Corporation of America | PKG | 695156109 | 02-May-23 | Elect Director Duane C. Farrington | Management | Yes | For | No | ||||||||
Packaging Corporation of America | PKG | 695156109 | 02-May-23 | Elect Director Donna A. Harman | Management | Yes | For | No | ||||||||
Packaging Corporation of America | PKG | 695156109 | 02-May-23 | Elect Director Mark W. Kowlzan | Management | Yes | For | No | ||||||||
Packaging Corporation of America | PKG | 695156109 | 02-May-23 | Elect Director Robert C. Lyons | Management | Yes | For | No | ||||||||
Packaging Corporation of America | PKG | 695156109 | 02-May-23 | Elect Director Thomas P. Maurer | Management | Yes | For | No | ||||||||
Packaging Corporation of America | PKG | 695156109 | 02-May-23 | Elect Director Samuel M. Mencoff | Management | Yes | Against | Yes | ||||||||
Packaging Corporation of America | PKG | 695156109 | 02-May-23 | Elect Director Roger B. Porter | Management | Yes | Against | Yes | ||||||||
Packaging Corporation of America | PKG | 695156109 | 02-May-23 | Elect Director Thomas S. Souleles | Management | Yes | Against | Yes | ||||||||
Packaging Corporation of America | PKG | 695156109 | 02-May-23 | Elect Director Paul T. Stecko | Management | Yes | For | No | ||||||||
Packaging Corporation of America | PKG | 695156109 | 02-May-23 | Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||||||
Packaging Corporation of America | PKG | 695156109 | 02-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Packaging Corporation of America | PKG | 695156109 | 02-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Canadian Natural Resources Limited | CNQ | 136385101 | 04-May-23 | Elect Director Catherine M. Best | Management | Yes | For | No | ||||||||
Canadian Natural Resources Limited | CNQ | 136385101 | 04-May-23 | Elect Director M. Elizabeth Cannon | Management | Yes | For | No | ||||||||
Canadian Natural Resources Limited | CNQ | 136385101 | 04-May-23 | Elect Director N. Murray Edwards | Management | Yes | For | No | ||||||||
Canadian Natural Resources Limited | CNQ | 136385101 | 04-May-23 | Elect Director Christopher L. Fong | Management | Yes | For | No | ||||||||
Canadian Natural Resources Limited | CNQ | 136385101 | 04-May-23 | Elect Director Gordon D. Giffin | Management | Yes | For | No | ||||||||
Canadian Natural Resources Limited | CNQ | 136385101 | 04-May-23 | Elect Director Wilfred A. Gobert | Management | Yes | For | No | ||||||||
Canadian Natural Resources Limited | CNQ | 136385101 | 04-May-23 | Elect Director Steve W. Laut | Management | Yes | For | No | ||||||||
Canadian Natural Resources Limited | CNQ | 136385101 | 04-May-23 | Elect Director Tim S. McKay | Management | Yes | For | No | ||||||||
Canadian Natural Resources Limited | CNQ | 136385101 | 04-May-23 | Elect Director Frank J. McKenna | Management | Yes | For | No | ||||||||
Canadian Natural Resources Limited | CNQ | 136385101 | 04-May-23 | Elect Director David A. Tuer | Management | Yes | For | No | ||||||||
Canadian Natural Resources Limited | CNQ | 136385101 | 04-May-23 | Elect Director Annette M. Verschuren | Management | Yes | For | No | ||||||||
Canadian Natural Resources Limited | CNQ | 136385101 | 04-May-23 | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | Management | Yes | For | No | ||||||||
Canadian Natural Resources Limited | CNQ | 136385101 | 04-May-23 | Advisory Vote on Executive Compensation Approach | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Elect Director Derrick Burks | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Elect Director Annette K. Clayton | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Elect Director Theodore F. Craver, Jr. | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Elect Director Robert M. Davis | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Elect Director Caroline Dorsa | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Elect Director W. Roy Dunbar | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Elect Director Nicholas C. Fanandakis | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Elect Director Lynn J. Good | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Elect Director John T. Herron | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Elect Director Idalene F. Kesner | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Elect Director E. Marie McKee | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Elect Director Michael J. Pacilio | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Elect Director Thomas E. Skains | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Elect Director William E. Webster, Jr. | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Approve Omnibus Stock Plan | Management | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Adopt Simple Majority Vote | Shareholder | Yes | For | No | ||||||||
Duke Energy Corporation | DUK | 26441C204 | 04-May-23 | Create a Committee to Evaluate Decarbonization Risk | Shareholder | Yes | Against | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Elect Director Carol Tome | Management | Yes | For | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Elect Director Rodney Adkins | Management | Yes | For | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Elect Director Eva Boratto | Management | Yes | For | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Elect Director Michael Burns | Management | Yes | For | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Elect Director Wayne Hewett | Management | Yes | For | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Elect Director Angela Hwang | Management | Yes | For | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Elect Director Kate Johnson | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Elect Director William Johnson | Management | Yes | For | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Elect Director Franck Moison | Management | Yes | For | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Elect Director Christiana Smith Shi | Management | Yes | For | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Elect Director Russell Stokes | Management | Yes | For | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Elect Director Kevin Warsh | Management | Yes | For | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Yes | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Adopt Independently Verified Science-Based Greenhouse Gas Emissions Reduction Targets in Line with the Paris Climate Agreement | Shareholder | Yes | Against | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Report on Integrating GHG Emissions Reductions Targets into Executive Compensation | Shareholder | Yes | Against | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Report on Just Transition | Shareholder | Yes | For | Yes | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Yes | Against | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Oversee and Report a Civil Rights Audit | Shareholder | Yes | Against | No | ||||||||
United Parcel Service, Inc. | UPS | 911312106 | 04-May-23 | Report on Effectiveness of Diversity, Equity, and Inclusion Efforts | Shareholder | Yes | For | Yes | ||||||||
AbbVie Inc. | ABBV | 00287Y109 | 05-May-23 | Elect Director Robert J. Alpern | Management | Yes | For | No | ||||||||
AbbVie Inc. | ABBV | 00287Y109 | 05-May-23 | Elect Director Melody B. Meyer | Management | Yes | For | No | ||||||||
AbbVie Inc. | ABBV | 00287Y109 | 05-May-23 | Elect Director Frederick H. Waddell | Management | Yes | For | No | ||||||||
AbbVie Inc. | ABBV | 00287Y109 | 05-May-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
AbbVie Inc. | ABBV | 00287Y109 | 05-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
AbbVie Inc. | ABBV | 00287Y109 | 05-May-23 | Eliminate Supermajority Vote Requirement | Management | Yes | For | No | ||||||||
AbbVie Inc. | ABBV | 00287Y109 | 05-May-23 | Adopt Simple Majority Vote | Shareholder | Yes | For | Yes | ||||||||
AbbVie Inc. | ABBV | 00287Y109 | 05-May-23 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Yes | Against | No | ||||||||
AbbVie Inc. | ABBV | 00287Y109 | 05-May-23 | Report on Lobbying Payments and Policy | Shareholder | Yes | Against | No | ||||||||
AbbVie Inc. | ABBV | 00287Y109 | 05-May-23 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Yes | Against | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Elect Director N. Thomas Linebarger | Management | Yes | For | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Elect Director Jennifer W. Rumsey | Management | Yes | For | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Elect Director Gary L. Belske | Management | Yes | For | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Elect Director Robert J. Bernhard | Management | Yes | For | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Elect Director Bruno V. Di Leo Allen | Management | Yes | For | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Elect Director Stephen B. Dobbs | Management | Yes | For | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Elect Director Carla A. Harris | Management | Yes | For | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Elect Director Thomas J. Lynch | Management | Yes | For | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Elect Director William I. Miller | Management | Yes | For | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Elect Director Georgia R. Nelson | Management | Yes | For | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Elect Director Kimberly A. Nelson | Management | Yes | For | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Elect Director Karen H. Quintos | Management | Yes | For | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Amend Nonqualified Employee Stock Purchase Plan | Management | Yes | Against | Yes | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Require Independent Board Chairman | Shareholder | Yes | For | Yes | ||||||||
Cummins Inc. | CMI | 231021106 | 09-May-23 | Disclose Plan to Link Executive Compensation to GHG Emissions Reduction Goals | Shareholder | Yes | Against | No | ||||||||
Elevance Health, Inc. | ELV | 036752103 | 10-May-23 | Elect Director Gail K. Boudreaux | Management | Yes | For | No | ||||||||
Elevance Health, Inc. | ELV | 036752103 | 10-May-23 | Elect Director R. Kerry Clark | Management | Yes | For | No | ||||||||
Elevance Health, Inc. | ELV | 036752103 | 10-May-23 | Elect Director Robert L. Dixon, Jr. | Management | Yes | For | No | ||||||||
Elevance Health, Inc. | ELV | 036752103 | 10-May-23 | Elect Director Deanna D. Strable | Management | Yes | For | No | ||||||||
Elevance Health, Inc. | ELV | 036752103 | 10-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Elevance Health, Inc. | ELV | 036752103 | 10-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Elevance Health, Inc. | ELV | 036752103 | 10-May-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
Elevance Health, Inc. | ELV | 036752103 | 10-May-23 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | For | Yes | ||||||||
Elevance Health, Inc. | ELV | 036752103 | 10-May-23 | Annually Report Third Party Political Contributions | Shareholder | Yes | Against | No | ||||||||
iHeartMedia, Inc. | IHRT | 45174J509 | 18-May-23 | Elect Director Robert W. Pittman | Management | Yes | For | No | ||||||||
iHeartMedia, Inc. | IHRT | 45174J509 | 18-May-23 | Elect Director James A. Rasulo | Management | Yes | For | No | ||||||||
iHeartMedia, Inc. | IHRT | 45174J509 | 18-May-23 | Elect Director Richard J. Bressler | Management | Yes | Withhold | Yes | ||||||||
iHeartMedia, Inc. | IHRT | 45174J509 | 18-May-23 | Elect Director Samuel E. Englebardt | Management | Yes | For | No | ||||||||
iHeartMedia, Inc. | IHRT | 45174J509 | 18-May-23 | Elect Director Brad Gerstner | Management | Yes | For | No | ||||||||
iHeartMedia, Inc. | IHRT | 45174J509 | 18-May-23 | Elect Director Cheryl Mills | Management | Yes | For | No | ||||||||
iHeartMedia, Inc. | IHRT | 45174J509 | 18-May-23 | Elect Director Graciela Monteagudo | Management | Yes | For | No | ||||||||
iHeartMedia, Inc. | IHRT | 45174J509 | 18-May-23 | Elect Director Kamakshi Sivaramakrishnan | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
iHeartMedia, Inc. | IHRT | 45174J509 | 18-May-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
iHeartMedia, Inc. | IHRT | 45174J509 | 18-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
iHeartMedia, Inc. | IHRT | 45174J509 | 18-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
iHeartMedia, Inc. | IHRT | 45174J509 | 18-May-23 | Amend Omnibus Stock Plan | Management | Yes | For | No | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Elect Director Nicole S. Arnaboldi | Management | Yes | For | No | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Elect Director Sherry S. Barrat | Management | Yes | Against | Yes | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Elect Director James L. Camaren | Management | Yes | Against | Yes | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Elect Director Kenneth B. Dunn | Management | Yes | For | No | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Elect Director Naren K. Gursahaney | Management | Yes | For | No | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Elect Director Kirk S. Hachigian | Management | Yes | Against | Yes | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Elect Director John W. Ketchum | Management | Yes | For | No | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Elect Director Amy B. Lane | Management | Yes | For | No | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Elect Director David L. Porges | Management | Yes | For | No | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Elect Director Deborah “Dev” Stahlkopf | Management | Yes | For | No | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Elect Director John A. Stall | Management | Yes | For | No | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Elect Director Darryl L. Wilson | Management | Yes | Against | Yes | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Ratify Deloitte & Touche as Auditors | Management | Yes | For | No | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | Against | Yes | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
NextEra Energy, Inc. | NEE | 65339F101 | 18-May-23 | Disclose Board Skills and Diversity Matrix | Shareholder | Yes | For | Yes |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Elect Director Gerard J. Arpey | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Elect Director Ari Bousbib | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Elect Director Jeffery H. Boyd | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Elect Director Gregory D. Brenneman | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Elect Director J. Frank Brown | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Elect Director Albert P. Carey | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Elect Director Edward P. Decker | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Elect Director Linda R. Gooden | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Elect Director Wayne M. Hewett | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Elect Director Manuel Kadre | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Elect Director Stephanie C. Linnartz | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Elect Director Paula Santilli | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Elect Director Caryn Seidman-Becker | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Reduce Ownership Threshold for Shareholders to Request Action by Written Consent | Shareholder | Yes | Against | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Report on Political Expenditures Congruence | Shareholder | Yes | Against | No | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Rescind 2022 Racial Equity Audit Proposal | Shareholder | Yes | Against | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
The Home Depot, Inc. | HD | 437076102 | 18-May-23 | Encourage Senior Management Commitment to Avoid Political Speech | Shareholder | Yes | Against | No | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Elect Director William J. DeLaney | Management | Yes | For | No | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Elect Director David B. Dillon | Management | Yes | For | No | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Elect Director Sheri H. Edison | Management | Yes | For | No | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Elect Director Teresa M. Finley | Management | Yes | For | No | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Elect Director Lance M. Fritz | Management | Yes | For | No | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Elect Director Deborah C. Hopkins | Management | Yes | For | No | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Elect Director Jane H. Lute | Management | Yes | For | No | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Elect Director Michael R. McCarthy | Management | Yes | For | No | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Elect Director Jose H. Villarreal | Management | Yes | For | No | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Elect Director Christopher J. Williams | Management | Yes | For | No | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Yes | For | Yes | ||||||||
Union Pacific Corporation | UNP | 907818108 | 18-May-23 | Adopt a Paid Sick Leave Policy | Shareholder | Yes | Against | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Elect Director Alistair Darling | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Elect Director Thomas H. Glocer | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Elect Director James P. Gorman | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Elect Director Robert H. Herz | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Elect Director Erika H. James | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Elect Director Hironori Kamezawa | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Elect Director Shelley B. Leibowitz | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Elect Director Stephen J. Luczo | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Elect Director Jami Miscik | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Elect Director Masato Miyachi | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Elect Director Dennis M. Nally | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Elect Director Mary L. Schapiro | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Elect Director Perry M. Traquina | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Elect Director Rayford Wilkins, Jr. | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | For | Yes | ||||||||
Morgan Stanley | MS | 617446448 | 19-May-23 | Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Yes | Against | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Elect Director Douglas M. Baker, Jr. | Management | Yes | For | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Elect Director Mary Ellen Coe | Management | Yes | For | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Elect Director Pamela J. Craig | Management | Yes | For | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Elect Director Robert M. Davis | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Elect Director Thomas H. Glocer | Management | Yes | For | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Elect Director Risa J. Lavizzo-Mourey | Management | Yes | For | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Elect Director Stephen L. Mayo | Management | Yes | For | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Elect Director Paul B. Rothman | Management | Yes | For | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Elect Director Patricia F. Russo | Management | Yes | For | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Elect Director Christine E. Seidman | Management | Yes | For | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Elect Director Inge G. Thulin | Management | Yes | For | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Elect Director Kathy J. Warden | Management | Yes | For | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Elect Director Peter C. Wendell | Management | Yes | For | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Report on Risks Related to Operations in China | Shareholder | Yes | Against | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Report on Access to COVID-19 Products | Shareholder | Yes | Against | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Adopt Policy to Require Third-Party Organizations to Annually Report Expenditures for Political Activities | Shareholder | Yes | Against | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Yes | Against | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Publish a Congruency Report of Partnerships with Globalist Organizations | Shareholder | Yes | Against | No | ||||||||
Merck & Co., Inc. | MRK | 58933Y105 | 23-May-23 | Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Elect Director Jeffrey P. Bezos | Management | Yes | For | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Elect Director Andrew R. Jassy | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Elect Director Keith B. Alexander | Management | Yes | For | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Elect Director Edith W. Cooper | Management | Yes | Against | Yes | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Elect Director Jamie S. Gorelick | Management | Yes | For | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Elect Director Daniel P. Huttenlocher | Management | Yes | Against | Yes | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Elect Director Judith A. McGrath | Management | Yes | Against | Yes | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Elect Director Indra K. Nooyi | Management | Yes | For | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Elect Director Jonathan J. Rubinstein | Management | Yes | For | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Elect Director Patricia Q. Stonesifer | Management | Yes | For | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Elect Director Wendell P. Weeks | Management | Yes | For | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Ratify Ratification of Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | Against | Yes | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Amend Omnibus Stock Plan | Management | Yes | For | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Report on Climate Risk in Retirement Plan Options | Shareholder | Yes | Against | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Report on Customer Due Diligence | Shareholder | Yes | For | Yes | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Revise Transparency Report to Provide Greater Disclosure on Government Requests | Shareholder | Yes | Against | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Report on Government Take Down Requests | Shareholder | Yes | Against | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Report on Impact of Climate Change Strategy Consistent With Just Transition Guidelines | Shareholder | Yes | For | Yes | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Publish a Tax Transparency Report | Shareholder | Yes | For | Yes | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Report on Climate Lobbying | Shareholder | Yes | Against | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Report on Median and Adjusted Gender/Racial Pay Gaps | Shareholder | Yes | Against | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Report on Cost/Benefit Analysis of Diversity, Equity and Inclusion Programs | Shareholder | Yes | Against | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Yes | For | Yes | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Commission Third Party Assessment on Company’s Commitment to Freedom of Association and Collective Bargaining | Shareholder | Yes | For | Yes | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Consider Pay Disparity Between Executives and Other Employees | Shareholder | Yes | Against | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Report on Animal Welfare Standards | Shareholder | Yes | Against | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Establish a Public Policy Committee | Shareholder | Yes | Against | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | Shareholder | Yes | Against | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Commission a Third Party Audit on Working Conditions | Shareholder | Yes | For | Yes | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Report on Efforts to Reduce Plastic Use | Shareholder | Yes | Against | No | ||||||||
Amazon.com, Inc. | AMZN | 023135106 | 24-May-23 | Commission Third Party Study and Report on Risks Associated with Use of Rekognition | Shareholder | Yes | For | Yes | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Elect Director Thomas A. Bartlett | Management | Yes | For | No | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Elect Director Kelly C. Chambliss | Management | Yes | For | No | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Elect Director Teresa H. Clarke | Management | Yes | For | No | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Elect Director Raymond P. Dolan | Management | Yes | For | No | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Elect Director Kenneth R. Frank | Management | Yes | For | No | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Elect Director Robert D. Hormats | Management | Yes | For | No | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Elect Director Grace D. Lieblein | Management | Yes | For | No | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Elect Director Craig Macnab | Management | Yes | For | No | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Elect Director JoAnn A. Reed | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Elect Director Pamela D. A. Reeve | Management | Yes | For | No | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Elect Director Bruce L. Tanner | Management | Yes | For | No | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Elect Director Samme L. Thompson | Management | Yes | For | No | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
American Tower Corporation | AMT | 03027X100 | 24-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Bader M. Alsaad | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Pamela Daley | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Laurence D. Fink | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director William E. Ford | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Fabrizio Freda | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Murry S. Gerber | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Margaret “Peggy” L. Johnson | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Robert S. Kapito | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Cheryl D. Mills | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Gordon M. Nixon | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Kristin C. Peck | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Charles H. Robbins | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Marco Antonio Slim Domit | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Hans E. Vestberg | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Susan L. Wagner | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Elect Director Mark Wilson | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Report on Third-Party Civil Rights Audit | Shareholder | Yes | Against | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Report on Ability to Engineer Decarbonization in the Real Economy | Shareholder | Yes | Against | No | ||||||||
BlackRock, Inc. | BLK | 09247X101 | 24-May-23 | Report on Societal Impacts of Aerospace & Defense Industry ETF | Shareholder | Yes | Against | No | ||||||||
EOG Resources, Inc. | EOG | 26875P101 | 24-May-23 | Elect Director Janet F. Clark | Management | Yes | Against | Yes | ||||||||
EOG Resources, Inc. | EOG | 26875P101 | 24-May-23 | Elect Director Charles R. Crisp | Management | Yes | Against | Yes | ||||||||
EOG Resources, Inc. | EOG | 26875P101 | 24-May-23 | Elect Director Robert P. Daniels | Management | Yes | Against | Yes | ||||||||
EOG Resources, Inc. | EOG | 26875P101 | 24-May-23 | Elect Director Lynn A. Dugle | Management | Yes | Against | Yes | ||||||||
EOG Resources, Inc. | EOG | 26875P101 | 24-May-23 | Elect Director C. Christopher Gaut | Management | Yes | Against | Yes | ||||||||
EOG Resources, Inc. | EOG | 26875P101 | 24-May-23 | Elect Director Michael T. Kerr | Management | Yes | Against | Yes | ||||||||
EOG Resources, Inc. | EOG | 26875P101 | 24-May-23 | Elect Director Julie J. Robertson | Management | Yes | Against | Yes | ||||||||
EOG Resources, Inc. | EOG | 26875P101 | 24-May-23 | Elect Director Donald F. Textor | Management | Yes | Against | Yes | ||||||||
EOG Resources, Inc. | EOG | 26875P101 | 24-May-23 | Elect Director Ezra Y. Yacob | Management | Yes | For | No | ||||||||
EOG Resources, Inc. | EOG | 26875P101 | 24-May-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
EOG Resources, Inc. | EOG | 26875P101 | 24-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
EOG Resources, Inc. | EOG | 26875P101 | 24-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Elect Director Marc N. Casper | Management | Yes | For | No | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Elect Director Nelson J. Chai | Management | Yes | For | No | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Elect Director Ruby R. Chandy | Management | Yes | For | No | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Elect Director C. Martin Harris | Management | Yes | For | No | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Elect Director Tyler Jacks | Management | Yes | For | No | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Elect Director R. Alexandra Keith | Management | Yes | Against | Yes | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Elect Director James C. Mullen | Management | Yes | For | No | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Elect Director Lars R. Sorensen | Management | Yes | For | No | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Elect Director Debora L. Spar | Management | Yes | For | No | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Elect Director Scott M. Sperling | Management | Yes | Against | Yes | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Elect Director Dion J. Weisler | Management | Yes | Against | Yes | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | Against | Yes | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Amend Omnibus Stock Plan | Management | Yes | For | No | ||||||||
Thermo Fisher Scientific Inc. | TMO | 883556102 | 24-May-23 | Approve Qualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Elect Director A.R Alameddine | Management | Yes | For | No | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Elect Director Lori G. Billingsley | Management | Yes | For | No | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Elect Director Edison C. Buchanan | Management | Yes | For | No | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Elect Director Richard P. Dealy | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Elect Director Maria S. Dreyfus | Management | Yes | For | No | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Elect Director Matthew M. Gallagher | Management | Yes | For | No | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Elect Director Phillip A. Gobe | Management | Yes | For | No | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Elect Director Stacy P. Methvin | Management | Yes | For | No | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Elect Director Royce W. Mitchell | Management | Yes | For | No | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Elect Director Scott D. Sheffield | Management | Yes | For | No | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Elect Director J. Kenneth Thompson | Management | Yes | For | No | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Elect Director Phoebe A. Wood | Management | Yes | For | No | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Pioneer Natural Resources Company | PXD | 723787107 | 25-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Elect Director Peggy Alford | Management | Yes | Withhold | Yes | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Elect Director Marc L. Andreessen | Management | Yes | Withhold | Yes | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Elect Director Andrew W. Houston | Management | Yes | Withhold | Yes | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Elect Director Nancy Killefer | Management | Yes | For | No | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Elect Director Robert M. Kimmitt | Management | Yes | For | No | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Elect Director Sheryl K. Sandberg | Management | Yes | Withhold | Yes | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Elect Director Tracey T. Travis | Management | Yes | Withhold | Yes | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Elect Director Tony Xu | Management | Yes | Withhold | Yes | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Elect Director Mark Zuckerberg | Management | Yes | Withhold | Yes |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Report on Government Take Down Requests | Shareholder | Yes | Against | No | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Yes | For | Yes | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Report on Human Rights Impact Assessment of Targeted Advertising | Shareholder | Yes | For | Yes | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Report on Allegations of Political Entanglement and Content Management Biases in India | Shareholder | Yes | For | Yes | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Yes | Against | No | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Report on Data Privacy regarding Reproductive Healthcare | Shareholder | Yes | For | Yes | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Report on Enforcement of Community Standards and User Content | Shareholder | Yes | For | Yes | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Report on Child Safety and Harm Reduction | Shareholder | Yes | For | Yes | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Report on Executive Pay Calibration to Externalized Costs | Shareholder | Yes | Against | No | ||||||||
Meta Platforms, Inc. | META | 30303M102 | 31-May-23 | Commission Independent Review of Audit & Risk Oversight Committee | Shareholder | Yes | For | Yes | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Elect Director Cesar Conde | Management | Yes | For | No | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Elect Director Timothy P. Flynn | Management | Yes | For | No | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Elect Director Sarah J. Friar | Management | Yes | For | No | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Elect Director Carla A. Harris | Management | Yes | Against | Yes | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Elect Director Thomas W. Horton | Management | Yes | For | No | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Elect Director Marissa A. Mayer | Management | Yes | Against | Yes | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Elect Director C. Douglas McMillon | Management | Yes | Against | Yes | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Elect Director Gregory B. Penner | Management | Yes | Against | Yes |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Elect Director Randall L. Stephenson | Management | Yes | Against | Yes | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Elect Director S. Robson Walton | Management | Yes | Against | Yes | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Elect Director Steuart L. Walton | Management | Yes | Against | Yes | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | Against | Yes | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Consider Pay Disparity Between CEO and Other Employees | Shareholder | Yes | Against | No | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Report on Human Rights Due Diligence | Shareholder | Yes | Against | No | ||||||||
Walmart Inc. | WMT | �� | 931142103 | 31-May-23 | Commission Third Party Racial Equity Audit | Shareholder | Yes | For | Yes | |||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Report on Racial and Gender Layoff Diversity | Shareholder | Yes | Against | No | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Yes | For | Yes | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Yes | Against | No | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Report on Risks Related to Operations in China | Shareholder | Yes | Against | No | ||||||||
Walmart Inc. | WMT | 931142103 | 31-May-23 | Oversee and Report a Workplace Health and Safety Audit | Shareholder | Yes | For | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Elect Director Larry Page | Management | Yes | Against | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Elect Director Sergey Brin | Management | Yes | Against | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Elect Director Sundar Pichai | Management | Yes | Against | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Elect Director John L. Hennessy | Management | Yes | Against | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Elect Director Frances H. Arnold | Management | Yes | Against | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Elect Director R. Martin “Marty” Chavez | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Elect Director L. John Doerr | Management | Yes | Against | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Elect Director Roger W. Ferguson, Jr. | Management | Yes | For | No | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Elect Director Ann Mather | Management | Yes | For | No | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Elect Director K. Ram Shriram | Management | Yes | Against | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Elect Director Robin L. Washington | Management | Yes | Against | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Amend Omnibus Stock Plan | Management | Yes | Against | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | Against | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Publish Congruency Report on Partnerships with Globalist Organizations and Company Fiduciary Duties | Shareholder | Yes | Against | No | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Report on Framework to Assess Company Lobbying Alignment with Climate Goals | Shareholder | Yes | Against | No | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Yes | For | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Report on Risks of Doing Business in Countries with Significant Human Rights Concerns | Shareholder | Yes | Against | No | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Publish Independent Human Rights Impact Assessment of Targeted Advertising Technology | Shareholder | Yes | For | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Disclose More Quantitative and Qualitative Information on Algorithmic Systems | Shareholder | Yes | For | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Report on Alignment of YouTube Policies With Online Safety Regulations | Shareholder | Yes | For | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Report on Content Governance and Censorship | Shareholder | Yes | Against | No | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Commission Independent Assessment of Effectiveness of Audit and Compliance Committee | Shareholder | Yes | For | Yes | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Yes | For | Yes |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Adopt Share Retention Policy For Senior Executives | Shareholder | Yes | Against | No | ||||||||
Alphabet Inc. | GOOGL | 02079K305 | 02-Jun-23 | Approve Recapitalization Plan for all Stock to Have One-vote per Share | Shareholder | Yes | For | Yes | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Elect Director Timothy Flynn | Management | Yes | For | No | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Elect Director Paul Garcia | Management | Yes | For | No | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Elect Director Kristen Gil | Management | Yes | For | No | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Elect Director Stephen Hemsley | Management | Yes | For | No | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Elect Director Michele Hooper | Management | Yes | For | No | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Elect Director F. William McNabb, III | Management | Yes | For | No | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Elect Director Valerie Montgomery Rice | Management | Yes | For | No | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Elect Director John Noseworthy | Management | Yes | For | No | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Elect Director Andrew Witty | Management | Yes | For | No | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Report on Third-Party Racial Equity Audit | Shareholder | Yes | For | Yes | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Yes | Against | No | ||||||||
UnitedHealth Group Incorporated | UNH | 91324P102 | 05-Jun-23 | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Kenneth J. Bacon | Management | Yes | Withhold | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Thomas J. Baltimore, Jr. | Management | Yes | Withhold | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Madeline S. Bell | Management | Yes | Withhold | Yes |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Edward D. Breen | Management | Yes | For | No | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Gerald L. Hassell | Management | Yes | For | No | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Jeffrey A. Honickman | Management | Yes | Withhold | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Maritza G. Montiel | Management | Yes | For | No | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Asuka Nakahara | Management | Yes | For | No | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director David C. Novak | Management | Yes | For | No | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Elect Director Brian L. Roberts | Management | Yes | For | No | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Approve Omnibus Stock Plan | Management | Yes | For | No | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Amend Qualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Oversee and Report on a Racial Equity Audit | Shareholder | Yes | For | Yes | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Report on Climate Risk in Retirement Plan Options | Shareholder | Yes | Against | No | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Yes | Against | No | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Yes | Against | No | ||||||||
Comcast Corporation | CMCSA | 20030N101 | 07-Jun-23 | Report on Risks Related to Operations in China | Shareholder | Yes | Against | No | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Elect Director Barbara M. Baumann | Management | Yes | For | No | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Elect Director John E. Bethancourt | Management | Yes | For | No | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Elect Director Ann G. Fox | Management | Yes | Withhold | Yes |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Elect Director Gennifer F. Kelly | Management | Yes | For | No | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Elect Director Kelt Kindick | Management | Yes | For | No | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Elect Director John Krenicki, Jr. | Management | Yes | For | No | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Elect Director Karl F. Kurz | Management | Yes | For | No | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Elect Director Michael N. Mears | Management | Yes | For | No | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Elect Director Robert A. Mosbacher, Jr. | Management | Yes | For | No | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Elect Director Richard E. Muncrief | Management | Yes | For | No | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Elect Director Valerie M. Williams | Management | Yes | For | No | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | Yes | Against | Yes | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Amend Certificate of Incorporation to Adopt Limitations on the Liability of Officers | Management | Yes | Against | Yes | ||||||||
Devon Energy Corporation | DVN | 25179M103 | 07-Jun-23 | Amend Right to Call Special Meeting | Shareholder | Yes | For | Yes | ||||||||
Diamondback Energy, Inc. | FANG | 25278X109 | 08-Jun-23 | Elect Director Travis D. Stice | Management | Yes | For | No | ||||||||
Diamondback Energy, Inc. | FANG | 25278X109 | 08-Jun-23 | Elect Director Vincent K. Brooks | Management | Yes | For | No | ||||||||
Diamondback Energy, Inc. | FANG | 25278X109 | 08-Jun-23 | Elect Director David L. Houston | Management | Yes | For | No | ||||||||
Diamondback Energy, Inc. | FANG | 25278X109 | 08-Jun-23 | Elect Director Rebecca A. Klein | Management | Yes | For | No | ||||||||
Diamondback Energy, Inc. | FANG | 25278X109 | 08-Jun-23 | Elect Director Stephanie K. Mains | Management | Yes | For | No | ||||||||
Diamondback Energy, Inc. | FANG | 25278X109 | 08-Jun-23 | Elect Director Mark L. Plaumann | Management | Yes | For | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proposal Text | Proponent | Voted | Vote Instruction | Vote Against Management | ||||||||
Diamondback Energy, Inc. | FANG | 25278X109 | 08-Jun-23 | Elect Director Melanie M. Trent | Management | Yes | For | No | ||||||||
Diamondback Energy, Inc. | FANG | 25278X109 | 08-Jun-23 | Elect Director Frank D. Tsuru | Management | Yes | For | No | ||||||||
Diamondback Energy, Inc. | FANG | 25278X109 | 08-Jun-23 | Elect Director Steven E. West | Management | Yes | For | No | ||||||||
Diamondback Energy, Inc. | FANG | 25278X109 | 08-Jun-23 | Advisory Vote to Ratify Named Executive Officers’ Compensation | Management | Yes | For | No | ||||||||
Diamondback Energy, Inc. | FANG | 25278X109 | 08-Jun-23 | Eliminate Supermajority Vote Requirement for Amendments of the Charter and Removal of Directors | Management | Yes | For | No | ||||||||
Diamondback Energy, Inc. | FANG | 25278X109 | 08-Jun-23 | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | Management | Yes | For | No | ||||||||
Diamondback Energy, Inc. | FANG | 25278X109 | 08-Jun-23 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | Management | Yes | Against | Yes | ||||||||
Diamondback Energy, Inc. | FANG | 25278X109 | 08-Jun-23 | Ratify Grant Thornton LLP as Auditors | Management | Yes | For | No | ||||||||
Altice USA, Inc. | ATUS | 02156K103 | 14-Jun-23 | Elect Director Alexandre Fonseca | Management | Yes | Against | Yes | ||||||||
Altice USA, Inc. | ATUS | 02156K103 | 14-Jun-23 | Elect Director Patrick Drahi | Management | Yes | Against | Yes | ||||||||
Altice USA, Inc. | ATUS | 02156K103 | 14-Jun-23 | Elect Director David Drahi | Management | Yes | Against | Yes | ||||||||
Altice USA, Inc. | ATUS | 02156K103 | 14-Jun-23 | Elect Director Dexter Goei | Management | Yes | Against | Yes | ||||||||
Altice USA, Inc. | ATUS | 02156K103 | 14-Jun-23 | Elect Director Mark Mullen | Management | Yes | Against | Yes | ||||||||
Altice USA, Inc. | ATUS | 02156K103 | 14-Jun-23 | Elect Director Dennis Okhuijsen | Management | Yes | Against | Yes | ||||||||
Altice USA, Inc. | ATUS | 02156K103 | 14-Jun-23 | Elect Director Susan Schnabel | Management | Yes | For | No | ||||||||
Altice USA, Inc. | ATUS | 02156K103 | 14-Jun-23 | Elect Director Charles Stewart | Management | Yes | Against | Yes | ||||||||
Altice USA, Inc. | ATUS | 02156K103 | 14-Jun-23 | Elect Director Raymond Svider | Management | Yes | Against | Yes | ||||||||
Altice USA, Inc. | ATUS | 02156K103 | 14-Jun-23 | Ratify KPMG LLP as Auditors | Management | Yes | For | No |
Investment Company Report
NATUS MEDICAL INCORPORATED
Security | 639050103 | Meeting Type | Special | |||||
Ticker Symbol | NTUS | Meeting Date | 06-Jul-2022 | |||||
ISIN | US6390501038 | Agenda | 935674285 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To approve and adopt the Agreement and Plan of Merger, made and entered into as of April 17, 2022 as amended from time to time (as so amended from time to time, the “Merger Agreement”), by and among Natus Medical Incorporated (“Natus”), Prince Parent Inc. (“Parent”), and Prince Mergerco Inc. (“Merger Sub”), pursuant to which, Merger Sub will be merged with and into Natus and Natus will continue as the surviving corporation of the merger and a wholly owned subsidiary of Parent (the “Merger”). | Management | For | For | For | |||||
2. | To approve the adjournment of the Company Stockholder Meeting from time to time, if necessary or appropriate, as determined in good faith by the Board of Directors, including to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Company Stockholder Meeting. | Management | For | For | For | |||||
3. | To approve, by non-binding, advisory vote, certain compensation that will or may become payable by Natus to its named executive officers in connection with the Merger. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 50,092 | 0 | 29-Jun-2022 | 29-Jun-2022 |
MANDIANT INC.
Security | 562662106 | Meeting Type | Annual | |||||
Ticker Symbol | MNDT | Meeting Date | 07-Jul-2022 | |||||
ISIN | US5626621065 | Agenda | 935658495 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1a. | Election of Class III Director: Kevin R. Mandia | Management | For | For | For | |||||
1b. | Election of Class III Director: Enrique Salem | Management | For | For | For | |||||
2. | To ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for our fiscal year ending December 31, 2022. | Management | For | For | For | |||||
3. | Advisory vote to approve named executive officer compensation. | Management | For | For | For | |||||
4. | Advisory vote on the frequency of future advisory votes to approve named executive officer compensation. | Management | 1 Year | 1 Year | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 413,652 | 0 | 06-Jul-2022 | 06-Jul-2022 |
PS BUSINESS PARKS, INC.
Security | 69360J107 | Meeting Type | Special | |||||
Ticker Symbol | PSB | Meeting Date | 15-Jul-2022 | |||||
ISIN | US69360J1079 | Agenda | 935677510 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To approve the merger (the “Company Merger”) of Sequoia Merger Sub I LLC (“Merger Sub I”), a wholly owned subsidiary of Sequoia Parent LP (“Parent”), with and into PS Business Parks, Inc. (the “Company”), pursuant to the Agreement and Plan of Merger, dated as of April 24, 2022, as it may be amended from time to time, by and among the Company, PS Business Parks, L.P., Parent, Merger Sub I and Sequoia Merger Sub II LLC, and the other transactions contemplated by the Merger Agreement (the “proposal to approve the Company Merger”). | Management | For | For | For | |||||
2. | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to the Company’s named executive officers that is based on or otherwise relates to the Company Merger. | Management | For | For | For | |||||
3. | To approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are not sufficient votes at the special meeting to approve the proposal to approve the Company Merger. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 18,654 | 0 | 06-Jul-2022 | 06-Jul-2022 |
UNITI GROUP LTD
Security | Q93293100 | Meeting Type | Scheme Meeting | |||||
Ticker Symbol | Meeting Date | 15-Jul-2022 | ||||||
ISIN | AU0000035388 | Agenda | 715791174 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | THAT, PURSUANT TO AND IN ACCORDANCE WITH SECTION 411 OF THE CORPORATIONS ACT, THE SCHEME (THE TERMS OF WHICH ARE CONTAINED IN AND MORE PARTICULARLY DESCRIBED IN THE SCHEME BOOKLET OF WHICH THIS NOTICE OF GENERAL SCHEME MEETING FORMS PART), IS APPROVED (WITH OR WITHOUT MODIFICATIONS, ALTERATIONS OR CONDITIONS AS APPROVED BY THE COURT TO WHICH UNITI AND MBC BIDCO AGREE IN WRITING) AND THE UNITI BOARD IS AUTHORISED, SUBJECT TO THE TERMS OF THE SCHEME IMPLEMENTATION DEED, TO (A) AGREE TO ANY SUCH MODIFICATIONS, ALTERATIONS OR CONDITIONS, AND (B) SUBJECT TO APPROVAL OF THE SCHEME BY THE COURT, IMPLEMENT THE SCHEME WITH ANY SUCH MODIFICATIONS, ALTERATIONS OR CONDITIONS | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 396,112 | 0 | 06-Jul-2022 | 06-Jul-2022 |
HOMESERVE PLC
Security | G4639X119 | Meeting Type | Annual General Meeting | |||||
Ticker Symbol | Meeting Date | 22-Jul-2022 | ||||||
ISIN | GB00BYYTFB60 | Agenda | 715802030 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | ACCEPT FINANCIAL STATEMENTS AND STATUTORY REPORTS | Management | For | For | For | |||||
2 | APPROVE REMUNERATION REPORT | Management | For | For | For | |||||
3 | APPROVE REMUNERATION POLICY | Management | For | For | For | |||||
4 | RE-ELECT TOMMY BREEN AS DIRECTOR | Management | For | For | For | |||||
5 | RE-ELECT ROSS CLEMMOW AS DIRECTOR | Management | For | For | For | |||||
6 | RE-ELECT ROISIN DONNELLY AS DIRECTOR | Management | For | For | For | |||||
7 | RE-ELECT RICHARD HARPIN AS DIRECTOR | Management | For | For | For | |||||
8 | RE-ELECT DAVID BOWER AS DIRECTOR | Management | For | For | For | |||||
9 | RE-ELECT TOM RUSIN AS DIRECTOR | Management | For | For | For | |||||
10 | RE-ELECT KATRINA CLIFFE AS DIRECTOR | Management | For | For | For | |||||
11 | RE-ELECT STELLA DAVID AS DIRECTOR | Management | For | For | For | |||||
12 | RE-ELECT EDWARD FITZMAURICE AS DIRECTOR | Management | For | For | For | |||||
13 | RE-ELECT OLIVIER GREMILLON AS DIRECTOR | Management | For | For | For | |||||
14 | RE-ELECT RON MCMILLAN AS DIRECTOR | Management | For | For | For | |||||
15 | REAPPOINT DELOITTE LLP AS AUDITORS | Management | For | For | For | |||||
16 | AUTHORISE BOARD TO FIX REMUNERATION OF AUDITORS | Management | For | For | For | |||||
17 | AUTHORISE ISSUE OF EQUITY | Management | For | For | For | |||||
18 | AUTHORISE ISSUE OF EQUITY WITHOUT PRE-EMPTIVE RIGHTS | Management | For | For | For | |||||
19 | AUTHORISE ISSUE OF EQUITY WITHOUT PRE-EMPTIVE RIGHTS IN CONNECTION WITH AN ACQUISITION OR OTHER CAPITAL INVESTMENT | Management | For | For | For | |||||
20 | AUTHORISE MARKET PURCHASE OF ORDINARY SHARES | Management | For | For | For | |||||
21 | AUTHORISE THE COMPANY TO CALL GENERAL MEETING WITH TWO WEEKS NOTICE | Management | For | For | For | |||||
22 | AMEND HOMESERVE 2018 LONG-TERM INCENTIVE PLAN | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 92,916 | 0 | 15-Jul-2022 | 15-Jul-2022 |
HOMESERVE PLC
Security | G4639X119 | Meeting Type | Ordinary General Meeting | |||||
Ticker Symbol | Meeting Date | 22-Jul-2022 | ||||||
ISIN | GB00BYYTFB60 | Agenda | 715811750 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | FOR THE PURPOSES OF GIVING EFFECT TO THE SCHEME, TO AUTHORISE THE DIRECTORS OF THE COMPANY TO TAKE ALL SUCH ACTION AS THEY MAY CONSIDER NECESSARY OR APPROPRIATE FOR CARRYING THE SCHEME INTO EFFECT AND TO AMEND THE ARTICLES OF ASSOCIATION OF THE COMPANY AS SET OUT IN THE NOTICE OF GENERAL MEETING | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 92,916 | 0 | 15-Jul-2022 | 15-Jul-2022 |
HOMESERVE PLC
Security | G4639X119 | Meeting Type | Court Meeting | |||||
Ticker Symbol | Meeting Date | 22-Jul-2022 | ||||||
ISIN | GB00BYYTFB60 | Agenda | 715816077 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | APPROVE SCHEME OF ARRANGEMENT | Management | For | For | For | |||||
CMMT | PLEASE NOTE THAT ABSTAIN IS NOT A VALID VOTE OPTION FOR THIS MEETING TYPE.-PLEASE CHOOSE BETWEEN “FOR” AND “AGAINST” ONLY. SHOULD YOU CHOOSE TO VOTE- ABSTAIN FOR THIS MEETING THEN YOUR VOTE WILL BE DISREGARDED BY THE ISSUER OR-ISSUERS AGENT. | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 92,916 | 0 | 15-Jul-2022 | 15-Jul-2022 |
AMERICAN CAMPUS COMMUNITIES, INC.
Security | 024835100 | Meeting Type | Special | |||||
Ticker Symbol | ACC | Meeting Date | 04-Aug-2022 | |||||
ISIN | US0248351001 | Agenda | 935681189 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To approve the merger of American Campus Communities, Inc. with and into Abacus Merger Sub I LLC (the “Merger”) pursuant to the terms of the Agreement and Plan of Merger, dated as of April 18, 2022, as it may be amended from time to time, among Abacus Parent LLC, Abacus Merger Sub I LLC, Abacus Merger Sub II LLC, American Campus Communities, Inc. and American Campus Communities Operating Partnership LP as more particularly described in the Proxy Statement. | Management | For | For | For | |||||
2. | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our named executive officers that is based on or otherwise relates to the mergers as more particularly described in the Proxy Statement. | Management | For | For | For | |||||
3. | To approve any adjournment of the Virtual Special Meeting for the purpose of soliciting additional proxies if there are not sufficient votes at the Virtual Special Meeting to approve the Merger as more particularly described in the Proxy Statement. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 67,128 | 0 | 01-Aug-2022 | 01-Aug-2022 |
SWITCH INC
Security | 87105L104 | Meeting Type | Special | |||||
Ticker Symbol | SWCH | Meeting Date | 04-Aug-2022 | |||||
ISIN | US87105L1044 | Agenda | 935685327 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To vote on a proposal to approve the merger of Sunshine Parent Merger Sub Inc. with and into Switch, Inc. pursuant to the Agreement and Plan of Merger, dated as of May 11, 2022, and as it may be amended from time to time, among Switch, Switch, Ltd., Sunshine Merger Sub, Ltd., Sunshine Parent Merger Sub Inc. and Sunshine Bidco Inc. | Management | For | For | For | |||||
2. | To vote on a proposal to approve, on a non- binding, advisory basis, the compensation that may be paid or become payable to our named executive officers in connection with the Mergers | Management | For | For | For | |||||
3. | To vote on a proposal to approve any adjournment of the Special Meeting for the purpose of soliciting additional proxies if there are not sufficient votes at the Special Meeting to approve the Merger | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 96,421 | 0 | 01-Aug-2022 | 01-Aug-2022 |
PLANTRONICS, INC.
Security | 727493108 | Meeting Type | Annual | |||||
Ticker Symbol | POLY | Meeting Date | 22-Aug-2022 | |||||
ISIN | US7274931085 | Agenda | 935693247 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1A. | Election of Director: Kathy Crusco | Management | For | For | For | |||||
1B. | Election of Director: Brian Dexheimer | Management | For | For | For | |||||
1C. | Election of Director: Robert Hagerty | Management | For | For | For | |||||
1D. | Election of Director: Gregg Hammann | Management | For | For | For | |||||
1E. | Election of Director: Guido Jouret | Management | For | For | For | |||||
1F. | Election of Director: Talvis Love | Management | For | For | For | |||||
1G. | Election of Director: Marshall Mohr | Management | For | For | For | |||||
1H. | Election of Director: Daniel Moloney | Management | For | For | For | |||||
1I. | Election of Director: David M. Shull | Management | For | For | For | |||||
1J. | Election of Director: Marv Tseu | Management | For | For | For | |||||
1K. | Election of Director: Yael Zheng | Management | For | For | For | |||||
2. | Ratify the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm of Plantronics, Inc. for fiscal year 2023. | Management | For | For | For | |||||
3. | Approve, on an advisory basis, the compensation of Plantronics Inc.’s named executive officers. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 164,532 | 0 | 18-Aug-2022 | 18-Aug-2022 |
SILICON MOTION TECHNOLOGY CORP.
Security | 82706C108 | Meeting Type | Special | |||||
Ticker Symbol | SIMO | Meeting Date | 31-Aug-2022 | |||||
ISIN | US82706C1080 | Agenda | 935692574 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | As a special resolution that (a) the acquisition of the Company by MaxLinear, Inc., a Delaware corporation (“Parent”), including (i) the Agreement and Plan of Merger, dated May 5, 2022 (as it may be amended from time to time, the “Merger Agreement”), by and among Parent, Shark Merger Sub, an exempted company incorporated and existing under the laws of the Cayman Islands and a wholly-owned subsidiary of Parent (“Merger Sub”), and the Company, pursuant to which Merger Sub will merge with and into ...(due to space limits, see proxy material for full proposal). | Management | For | For | For | |||||
2. | If necessary, as an ordinary resolution that the chairman of the extraordinary general meeting be and is hereby instructed to adjourn the extraordinary general meeting in order to allow the Company to solicit additional proxies if there are insufficient votes to approve the Merger Proposal at the time of the extraordinary general meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 14,354 | 0 | 19-Aug-2022 | 19-Aug-2022 |
NIELSEN HOLDINGS PLC
Security | G6518L108 | Meeting Type | Special | |||||
Ticker Symbol | NLSN | Meeting Date | 01-Sep-2022 | |||||
ISIN | GB00BWFY5505 | Agenda | 935689642 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To (a) authorize the members of the Board of Directors of Nielsen Holdings plc to take necessary actions for carrying scheme of arrangement into effect, (b) amend Nielsen’s articles of association, (c) direct the Board to deliver order of the U.K. Court sanctioning Scheme under Section 899(1) of Companies Act to Registrar of Companies for England & Wales in accordance with provisions of Scheme & laws of England & Wales (d) direct the Board that it need not undertake a Company Adverse Recommendation Change in connection with an Intervening Event. | Management | For | For | For | |||||
2. | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Nielsen’s named executive officers that is based on or otherwise related to the Transaction Agreement and the transactions contemplated by the Transaction Agreement. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 341,452 | 0 | 08-Aug-2022 | 08-Aug-2022 |
NIELSEN HOLDINGS PLC
Security | G6518L111 | Meeting Type | Special | |||||
Ticker Symbol | Meeting Date | 01-Sep-2022 | ||||||
ISIN | Agenda | 935689654 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To approve a Scheme to be made between Nielsen and the Scheme Shareholders (as defined in the Scheme). | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 341,452 | 0 | 08-Aug-2022 | 08-Aug-2022 |
MANTECH INTERNATIONAL CORP.
Security | 564563104 | Meeting Type | Special | |||||
Ticker Symbol | MANT | Meeting Date | 07-Sep-2022 | |||||
ISIN | US5645631046 | Agenda | 935698158 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To approve and adopt the Agreement and Plan of Merger, dated as of May 13, 2022, (as it may be amended or supplemented from time to time, the “Merger Agreement”), by and among Moose Bidco, Inc. (“Parent”), Moose Merger Sub, Inc., a wholly owned subsidiary of Parent (“Merger Sub”), and ManTech International Corporation (the “Company”), pursuant to which Merger Sub will merge with and into the Company (the “Merger”), with the Company surviving the Merger as a wholly owned subsidiary of the Parent.” | Management | For | For | For | |||||
2. | To approve, on a non- binding, advisory basis, the compensation that may be paid or become payable to the Company’s named executive officers in connection with the Merger. | Management | For | For | For | |||||
3. | To approve the adjournment of the Special Meeting from time to time, if necessary or appropriate, include to solicit additional proxies if there are insufficient votes at the time of Special Meeting to establish a quorum or adopt the Merger Agreement. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 24,401 | 0 | 02-Sep-2022 | 02-Sep-2022 |
TWITTER, INC.
Security | 90184L102 | Meeting Type | Special | |||||
Ticker Symbol | TWTR | Meeting Date | 13-Sep-2022 | |||||
ISIN | US90184L1026 | Agenda | 935694174 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger (as it may be amended from time to time, the “Merger Agreement”) dated as of April 25, 2022, by and among X Holdings I, Inc., X Holdings II, Inc., Twitter, Inc., and, solely for the purposes of certain provisions of the Merger Agreement, Elon R. Musk. | Management | For | For | For | |||||
2. | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Twitter to its named executive officers in connection with the merger. | Management | For | For | For | |||||
3. | To approve any proposal to adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 128,705 | 0 | 08-Sep-2022 | 08-Sep-2022 |
ZENDESK, INC.
Security | 98936J101 | Meeting Type | Special | |||||
Ticker Symbol | ZEN | Meeting Date | 19-Sep-2022 | |||||
ISIN | US98936J1016 | Agenda | 935700307 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of June 24, 2022, by and among Zendesk, Inc., Zoro BidCo, Inc. and Zoro Merger Sub, Inc., as it may be amended from time to time (the “Merger Agreement”). | Management | Against | For | Against | |||||
2. | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to named executive officers of Zendesk, Inc. that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. | Management | Against | For | Against | |||||
3. | To approve any adjournment of the special meeting of stockholders of Zendesk, Inc. (the “Special Meeting”), if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | Against | For | Against |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 93,644 | 0 | 12-Sep-2022 | 12-Sep-2022 |
BLACK KNIGHT, INC.
Security | 09215C105 | Meeting Type | Special | |||||
Ticker Symbol | BKI | Meeting Date | 21-Sep-2022 | |||||
ISIN | US09215C1053 | Agenda | 935702882 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | Proposal to approve and adopt the Agreement and Plan of Merger, dated as of May 4, 2022, among Intercontinental Exchange, Inc., Sand Merger Sub Corporation and Black Knight (as amended from time to time) (the “merger proposal”). | Management | For | For | For | |||||
2. | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Black Knight’s named executive officers that is based on or otherwise relates to the merger (the “compensation proposal”). | Management | For | For | For | |||||
3. | Proposal to adjourn or postpone the special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the merger proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to holders of Black Knight common stock (the “adjournment proposal”). | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 13,510 | 0 | 15-Sep-2022 | 15-Sep-2022 |
1LIFE HEALTHCARE, INC.
Security | 68269G107 | Meeting Type | Special | |||||
Ticker Symbol | ONEM | Meeting Date | 22-Sep-2022 | |||||
ISIN | US68269G1076 | Agenda | 935704432 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated July 20, 2022 (such agreement, as it may be amended, modified or supplemented from time to time, the “Merger Agreement”), by and among 1Life Healthcare, Inc. (“1Life”), a Delaware corporation, Amazon.com, Inc. (“Amazon”), a Delaware corporation, and Negroni Merger Sub, Inc. (“Merger Sub”), a Delaware corporation. Upon the terms and subject to the conditions of the Merger Agreement, Amazon will acquire 1Life via a merger of Merger Sub with and into 1Life, with 1Life continuing as the surviving corporation. | Management | For | For | For | |||||
2. | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to 1Life’s named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. | Management | For | For | For | |||||
3. | To adjourn the special meeting of the 1Life stockholders (the “Special Meeting”) to a later date or dates, if necessary or appropriate, including to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 221,846 | 0 | 15-Sep-2022 | 15-Sep-2022 |
MEDICLINIC INTERNATIONAL PLC
Security | G5960R100 | Meeting Type | Ordinary General Meeting | |||||
Ticker Symbol | Meeting Date | 26-Sep-2022 | ||||||
ISIN | GB00B8HX8Z88 | Agenda | 716032266 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | THAT THE DIRECTORS OF THE COMPANY TAKE ALL SUCH ACTION TO CARRY THE SCHEME INTO EFFECT | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 338,433 | 0 | 15-Sep-2022 | 15-Sep-2022 |
MEDICLINIC INTERNATIONAL PLC
Security | G5960R100 | Meeting Type | Court Meeting | |||||
Ticker Symbol | Meeting Date | 26-Sep-2022 | ||||||
ISIN | GB00B8HX8Z88 | Agenda | 716035440 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | PLEASE NOTE THAT ABSTAIN IS NOT A VALID VOTE OPTION FOR THIS MEETING TYPE.-PLEASE CHOOSE BETWEEN “FOR” AND “AGAINST” ONLY. SHOULD YOU CHOOSE TO VOTE- ABSTAIN FOR THIS MEETING THEN YOUR VOTE WILL BE DISREGARDED BY THE ISSUER OR-ISSUERS AGENT | Non-Voting | ||||||||
1 | FOR THE PURPOSE OF CONSIDERING AND, IF THOUGHT FIT, APPROVING (WITH OR WITHOUT MODIFICATION) A SCHEME OF ARRANGEMENT PROPOSED TO BE MADE PURSUANT TO PART 26 OF THE COMPANIES ACT 2006 (THE “COMPANIES ACT”) BETWEEN MEDICLINIC INTERNATIONAL PLC (THE “COMPANY”) AND THE HOLDERS OF SCHEME SHARES (THE “SCHEME”) | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 338,433 | 0 | 15-Sep-2022 | 15-Sep-2022 |
SIERRA WIRELESS, INC.
Security | 826516106 | Meeting Type | Special | |||||
Ticker Symbol | SWIR | Meeting Date | 27-Sep-2022 | |||||
ISIN | CA8265161064 | Agenda | 935706195 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | To consider, if deemed advisable, to pass, with or without variation, a special resolution of Securityholders, the full text of which is attached as Appendix C to the management information circular of Sierra Wireless, Inc. (the “Company”) dated August 26, 2022 (the “Circular”), to approve an arrangement under section 192 of the Canada Business Corporations Act involving the Company, the whole as more particularly described in the Circular and 13548597 Canada Inc. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 181,101 | 0 | 16-Sep-2022 | 16-Sep-2022 |
DUKE REALTY CORPORATION
Security | 264411505 | Meeting Type | Special | |||||
Ticker Symbol | DRE | Meeting Date | 28-Sep-2022 | |||||
ISIN | US2644115055 | Agenda | 935698110 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | A proposal to approve the Agreement and Plan of Merger (including the plan of merger set forth therein), dated as of June 11, 2022, as it may be amended from time to time, by and among Prologis, Inc., a Maryland corporation, which we refer to as “Prologis,” Duke Realty Corporation, an Indiana corporation, which we refer to as “Duke Realty,” and the other parties thereto, which we refer to as the “merger agreement,” and the transactions contemplated thereby, including the merger of Duke Realty with and into Compton Merger Sub LLC. | Management | For | For | For | |||||
2. | A non-binding advisory proposal to approve the compensation that may be paid or become payable to the named executive officers of Duke Realty in connection with the company merger and the other transactions contemplated by the merger agreement. | Management | For | For | For | |||||
3. | A proposal to approve one or more adjournments of the Duke Realty special meeting to another date, time or place, if necessary or appropriate, to solicit additional proxies in favor of the Duke Realty merger agreement proposal. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 81,795 | 0 | 27-Sep-2022 | 27-Sep-2022 |
DUKE REALTY CORPORATION
Security | 264411505 | Meeting Type | Special | |||||
Ticker Symbol | DRE | Meeting Date | 28-Sep-2022 | |||||
ISIN | US2644115055 | Agenda | 935699996 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | A proposal to approve the Agreement and Plan of Merger (including the plan of merger set forth therein), dated as of June 11, 2022, as it may be amended from time to time, by and among Prologis, Inc., a Maryland corporation, which we refer to as “Prologis,” Duke Realty Corporation, an Indiana corporation, which we refer to as “Duke Realty,” and the other parties thereto, which we refer to as the “merger agreement,” and the transactions contemplated thereby, including the merger of Duke Realty with and into Compton Merger Sub LLC. | Management | For | For | For | |||||
2. | A non-binding advisory proposal to approve the compensation that may be paid or become payable to the named executive officers of Duke Realty in connection with the company merger and the other transactions contemplated by the merger agreement. | Management | For | For | For | |||||
3. | A proposal to approve one or more adjournments of the Duke Realty special meeting to another date, time or place, if necessary or appropriate, to solicit additional proxies in favor of the Duke Realty merger agreement proposal. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 81,795 | 0 | 27-Sep-2022 | 27-Sep-2022 |
SILICON MOTION TECHNOLOGY CORP.
Security | 82706C108 | Meeting Type | Annual | |||||
Ticker Symbol | SIMO | Meeting Date | 28-Sep-2022 | |||||
ISIN | US82706C1080 | Agenda | 935700737 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To re-elect Mr. Tsung-Ming Chung and Mr. Han-Ping D. Shieh as the directors of the Company, who retire by rotation pursuant to the Articles. | Management | For | For | For | |||||
2. | To ratify the selection of Deloitte & Touche as independent auditors of the Company for the fiscal year ending on December 31, 2022 and authorize the directors to fix their remuneration. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 39,616 | 0 | 15-Sep-2022 | 15-Sep-2022 |
BIOHAVEN PHARMACEUTICAL HLDG CO LTD
Security | G11196105 | Meeting Type | Special | |||||
Ticker Symbol | BHVN | Meeting Date | 29-Sep-2022 | |||||
ISIN | VGG111961055 | Agenda | 935707298 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt (i) the Agreement and Plan of Merger, dated as of May 9, 2022 (the “Merger Agreement”), by and among Biohaven Pharmaceutical Holding Company Ltd. (“Biohaven”), Pfizer Inc. & Bulldog (BVI) Ltd., (ii) the form of Plan of Reverse Triangular Merger & form of Plan of Forward Triangular Merger (together, the “Plan of Merger”) & (iii) Separation & Distribution Agreement, dated as of May 9, 2022 (“Distribution Agreement”), by and between Biohaven & Biohaven Research Ltd. (“SpinCo”), in each case, as they may be amended from time to time. | Management | For | For | For | |||||
2. | To approve, by non-binding, advisory vote, certain compensatory arrangements for Biohaven’s named executive officers in connection with the acquisition by Pfizer of Biohaven and the distribution to Biohaven’s shareholders of all of the issued and outstanding common shares of SpinCo. | Management | For | For | For | |||||
3. | To adjourn the Special Meeting, if necessary, desirable or appropriate, to solicit additional proxies if, at the time of the Special Meeting, there are an insufficient number of votes to adopt the Merger Agreement, the Plan of Merger and the Distribution Agreement. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 29,896 | 0 | 26-Sep-2022 | 26-Sep-2022 |
GLOBAL BLOOD THERAPEUTICS, INC.
Security | 37890U108 | Meeting Type | Special | |||||
Ticker Symbol | GBT | Meeting Date | 30-Sep-2022 | |||||
ISIN | US37890U1088 | Agenda | 935705662 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of August 7, 2022, by and among Pfizer Inc., Ribeye Acquisition Corp. and Global Blood Therapeutics, Inc., as it may be amended from time to time (the “Merger Agreement”). | Management | For | For | For | |||||
2. | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Global Blood Therapeutics, Inc.’s named executive officers that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement. | Management | For | For | For | |||||
3. | To adjourn the special meeting of stockholders of Global Blood Therapeutics, Inc. (the “Special Meeting”), if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 59,610 | 0 | 26-Sep-2022 | 26-Sep-2022 |
HANGER, INC.
Security | 41043F208 | Meeting Type | Special | |||||
Ticker Symbol | HNGR | Meeting Date | 30-Sep-2022 | |||||
ISIN | US41043F2083 | Agenda | 935705648 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt and approve the Agreement and Plan of Merger, dated July 21, 2022 (as it may be amended or restated from time to time, the “Merger Agreement”), by and among Hero Parent, Inc., Hero Merger Sub, Inc. and Hanger, Inc., and the transactions contemplated thereby, including the merger. | Management | For | For | For | |||||
2. | To approve the adjournment of the special meeting to a later date or dates if necessary to solicit additional proxies if there are insufficient votes to adopt and approve the Merger Agreement and the transactions contemplated thereby, including the merger, at the time of the special meeting. | Management | For | For | For | |||||
3. | To approve, on a non-binding, advisory basis, certain compensation that will or may become payable by Hanger to its named executive officers in connection with the merger. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 91,606 | 0 | 26-Sep-2022 | 26-Sep-2022 |
TERMINIX GLOBAL HOLDINGS INC
Security | 88087E100 | Meeting Type | Special | |||||
Ticker Symbol | TMX | Meeting Date | 06-Oct-2022 | |||||
ISIN | US88087E1001 | Agenda | 935711083 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger (the “merger agreement”), dated as of December 13, 2021, as amended by Amendment No. 1, dated as of March 14, 2022, by and among Terminix Global Holdings, Inc. (“Terminix”), Rentokil Initial plc, Rentokil Initial US Holdings, Inc., Leto Holdings I, Inc. and Leto Holdings II, LLC. | Management | For | For | For | |||||
2. | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Terminix’s named executive officers that is based on, or otherwise related to, the transactions contemplated by the merger agreement. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 50,939 | 0 | 30-Sep-2022 | 30-Sep-2022 |
INFRASTRUCTURE AND ENERGY ALTERNATIVES
Security | 45686J104 | Meeting Type | Special | |||||
Ticker Symbol | IEA | Meeting Date | 07-Oct-2022 | |||||
ISIN | US45686J1043 | Agenda | 935711110 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of July 24, 2022 (such agreement, as it may be amended from time to time, the “merger agreement”), by and among Infrastructure and Energy Alternatives, Inc. (“IEA”), MasTec, Inc. (“MasTec”) and Indigo Acquisition I Corp., a direct wholly owned subsidiary of MasTec (“Merger Sub”), pursuant to which, upon the terms and subject to the conditions of the merger agreement, Merger Sub will merge with and into IEA (the “merger”), with IEA surviving the merger and becoming a wholly owned subsidiary of MasTec. | Management | For | For | For | |||||
2. | To approve on an advisory (non-binding) basis the compensation that may be paid or become payable to IEA’s named executive officers that is based on or otherwise relates to the merger (the “merger-related compensation proposal”). | Management | For | For | For | |||||
3. | To approve the adjournment of the special meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the merger agreement proposal (the “adjournment proposal”). | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 125,895 | 0 | 04-Oct-2022 | 04-Oct-2022 |
ATLANTIA S.P.A.
Security | T05404107 | Meeting Type | Ordinary General Meeting | |||||
Ticker Symbol | Meeting Date | 10-Oct-2022 | ||||||
ISIN | IT0003506190 | Agenda | 716059161 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | VOTING MUST BE LODGED WITH BENEFICIAL OWNER DETAILS AS PROVIDED BY YOUR-CUSTODIAN BANK. IF NO BENEFICIAL OWNER DETAILS ARE PROVIDED, YOUR-INSTRUCTIONS MAY BE REJECTED. | Non-Voting | ||||||||
CMMT | VOTING MUST BE LODGED WITH SHAREHOLDER DETAILS AS PROVIDED BY YOUR CUSTODIAN-BANK. IF NO SHAREHOLDER DETAILS ARE PROVIDED, YOUR INSTRUCTIONS MAY BE-REJECTED. | Non-Voting | ||||||||
O.1 | TO AMEND THE ‘‘2014 PHANTOM STOCK OPTION PLAN’’ AND THE ‘‘2017 ADDITIONAL INCENTIVE PLAN - PHANTOM STOCK OPTION’’. RESOLUTIONS RELATED THERETO | Management | For | For | For | |||||
O.2 | TO REVOKE THE RESOLUTION ADOPTED BY THE ORDINARY SHAREHOLDERS’ MEETING OF THE COMPANY ON 29 APRIL 2022 CONCERNING THE APPROVAL OF A SHARE PLAN IN FAVOUR OF EMPLOYEES CONCERNING ORDINARY SHARES OF THE COMPANY CALLED ‘‘2022-2027 WIDESPREAD SHAREHOLDING PLAN’’. RESOLUTIONS RELATED THERETO | Management | For | For | For | |||||
CMMT | 12 SEP 2022: INTERMEDIARY CLIENTS ONLY - PLEASE NOTE THAT IF YOU ARE-CLASSIFIED AS AN INTERMEDIARY CLIENT UNDER THE SHAREHOLDER RIGHTS DIRECTIVE-II, YOU SHOULD BE PROVIDING THE UNDERLYING SHAREHOLDER INFORMATION AT THE- VOTE INSTRUCTION LEVEL. IF YOU ARE UNSURE ON HOW TO PROVIDE THIS LEVEL OF-DATA TO BROADRIDGE OUTSIDE OF PROXYEDGE, PLEASE SPEAK TO YOUR DEDICATED-CLIENT SERVICE REPRESENTATIVE FOR ASSISTANCE. THANK YOU | Non-Voting | ||||||||
CMMT | 14 SEP 2022: PLEASE NOTE THAT THIS IS A REVISION DUE TO ADDITION OF COMMENT-AND REVISION DUE TO CHANGE IN MEETING TYPE FROM AGM TO OGM. IF YOU HAVE-ALREADY SENT IN YOUR VOTES, PLEASE DO NOT VOTE AGAIN UNLESS YOU DECIDE TO-AMEND YOUR ORIGINAL INSTRUCTIONS. THANK YOU. | Non-Voting | ||||||||
CMMT | DELETION OF COMMENT | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 90,404 | 0 | 29-Sep-2022 | 29-Sep-2022 |
COVETRUS, INC.
Security | 22304C100 | Meeting Type | Special | |||||
Ticker Symbol | CVET | Meeting Date | 11-Oct-2022 | |||||
ISIN | US22304C1009 | Agenda | 935711970 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of May 24, 2022 (as the same may be amended from time to time, the “Merger Agreement”), by and among Covetrus, Inc., a Delaware corporation, Corgi Bidco, Inc., a Delaware corporation (“Parent”), and Corgi Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent (“Merger Sub”), a copy of which is attached as Annex A to the accompanying proxy statement, pursuant to which Merger Sub will be merged with and into the Company. | Management | For | For | For | |||||
2. | To approve, by a non-binding advisory vote, the compensation that may be paid or become payable to the Company’s named executive officers that is based on or otherwise relates to the Transactions, including the Merger. | Management | For | For | For | |||||
3. | To adjourn the special meeting to a later date or time if necessary or appropriate and for a minimum period of time reasonable under the circumstances, to ensure that any necessary supplement or amendment to the accompanying proxy statement is provided to Company stockholders a reasonable amount of time in advance of the special meeting or to solicit additional proxies in favor of the Merger Agreement Proposal if there are insufficient votes at the time of the special meeting to adopt the Merger Agreement. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 147,932 | 0 | 06-Oct-2022 | 06-Oct-2022 |
AVALARA, INC.
Security | 05338G106 | Meeting Type | Special | |||||
Ticker Symbol | AVLR | Meeting Date | 14-Oct-2022 | |||||
ISIN | US05338G1067 | Agenda | 935711502 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | Approval of the Agreement and Plan of Merger, dated as of August 8, 2022 (as it may be amended, modified, or supplemented from time to time), by and among Lava Intermediate, Inc. (“Parent”), Lava Merger Sub, Inc. (“Merger Sub”) and Avalara, Inc. (“Avalara”) (the “merger proposal”). | Management | Against | For | Against | |||||
2. | Approval, on a non-binding advisory basis, of certain compensation that will or may be paid by Avalara to its named executive officers that is based on or otherwise relates to the merger (the “named executive officer merger-related compensation advisory proposal”). | Management | Against | For | Against | |||||
3. | Approval of the adjournment of the special meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes at the time of the special meeting to approve the merger agreement proposal or to ensure that any supplement or amendment to the accompanying proxy statement is timely provided to Avalara shareholders (the “adjournment proposal”). | Management | Against | For | Against |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 57,431 | 0 | 11-Oct-2022 | 11-Oct-2022 |
IROBOT CORPORATION
Security | 462726100 | Meeting Type | Special | |||||
Ticker Symbol | IRBT | Meeting Date | 17-Oct-2022 | |||||
ISIN | US4627261005 | Agenda | 935710598 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To approve and adopt the Agreement and Plan of Merger, dated as of August 4, 2022 (as it may be amended from time to time, the “merger agreement”), by and among Amazon.com, Inc., a Delaware corporation, Martin Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Amazon. com (“Merger Sub”), and iRobot Corporation (“iRobot”), pursuant to which Merger Sub will be merged with and into iRobot (the “merger”), with iRobot surviving the merger. | Management | For | For | For | |||||
2. | To approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to iRobot’s named executive officers in connection with the merger. | Management | For | For | For | |||||
3. | To approve the adjournment from time to time of the special meeting, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the special meeting to approve the proposal to approve and adopt the merger agreement. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 75,123 | 0 | 12-Oct-2022 | 12-Oct-2022 |
PING IDENTITY HOLDING CORP.
Security | 72341T103 | Meeting Type | Special | |||||
Ticker Symbol | PING | Meeting Date | 17-Oct-2022 | |||||
ISIN | US72341T1034 | Agenda | 935713520 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of August 2, 2022 (as it may be amended, supplemented or otherwise modified from time to time, the “Merger Agreement”), by and among Ping Identity Holding Corp., a Delaware corporation (“Ping Identity”), Project Polaris Holdings, LP, a Delaware limited partnership (“Parent”), and Project Polaris Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent (“Merger Sub”). | Management | For | For | For | |||||
2. | To approve, on an advisory, non-binding basis, the compensation that may be paid or may become payable to Ping Identity’s named executive officers in connection with the Merger. | Management | For | For | For | |||||
3. | To adjourn the Special Meeting of Ping Identity Stockholders (the “Special Meeting”) to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 161,128 | 0 | 12-Oct-2022 | 12-Oct-2022 |
CHEMOCENTRYX, INC.
Security | 16383L106 | Meeting Type | Special | |||||
Ticker Symbol | CCXI | Meeting Date | 18-Oct-2022 | |||||
ISIN | US16383L1061 | Agenda | 935713532 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of August 3, 2022 (the “Merger Agreement”), by and among ChemoCentryx, Inc. (“ChemoCentryx”), Amgen Inc. (“Amgen”) and Carnation Merger Sub, Inc., a wholly owned subsidiary of Amgen (“Merger Sub”), pursuant to which Merger Sub will be merged with and into ChemoCentryx (the “Merger”) with ChemoCentryx surviving the Merger as a wholly owned subsidiary of Amgen. | Management | For | For | For | |||||
2. | To approve, on a non-binding, advisory basis, certain compensation that will or may be paid or become payable to ChemoCentryx’s named executive officers that is based on or otherwise relates to the Merger. | Management | For | For | For | |||||
3. | To approve the adjournment of the Special Meeting to a later date or dates if necessary to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 89,302 | 0 | 13-Oct-2022 | 13-Oct-2022 |
MICRO FOCUS INTERNATIONAL PLC
Security | G6117L194 | Meeting Type | Ordinary General Meeting | |||||
Ticker Symbol | Meeting Date | 18-Oct-2022 | ||||||
ISIN | GB00BJ1F4N75 | Agenda | 716100867 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | TO GIVE EFFECT TO THE SCHEME BY AMENDING THE COMPANY’S ARTICLES OF ASSOCIATION EACH AS SET OUT IN THE NOTICE OF GENERAL MEETING | Management | For | For | For | |||||
CMMT | 21 SEP 2022: PLEASE NOTE THAT THE MEETING TYPE CHANGED FROM EGM TO OGM. IF-YOU HAVE ALREADY SENT IN YOUR VOTES, PLEASE DO NOT VOTE AGAIN UNLESS YOU-DECIDE TO AMEND YOUR ORIGINAL INSTRUCTIONS. THANK YOU | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 182,863 | 0 | 11-Oct-2022 | 11-Oct-2022 |
MICRO FOCUS INTERNATIONAL PLC
Security | G6117L194 | Meeting Type | Court Meeting | |||||
Ticker Symbol | Meeting Date | 18-Oct-2022 | ||||||
ISIN | GB00BJ1F4N75 | Agenda | 716107140 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | TO APPROVE THE SCHEME OF ARRANGEMENT AS DETAILED IN THE SCHEME DOCUMENT DATED 20 SEPTEMBER 2022 | Management | For | For | For | |||||
CMMT | PLEASE NOTE THAT ABSTAIN IS NOT A VALID VOTE OPTION FOR THIS MEETING TYPE.-PLEASE CHOOSE BETWEEN “FOR” AND “AGAINST” ONLY. SHOULD YOU CHOOSE TO VOTE- ABSTAIN FOR THIS MEETING THEN YOUR VOTE WILL BE DISREGARDED BY THE ISSUER OR-ISSUERS AGENT | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 182,863 | 0 | 11-Oct-2022 | 11-Oct-2022 |
EVO PAYMENTS, INC.
Security | 26927E104 | Meeting Type | Special | |||||
Ticker Symbol | EVOP | Meeting Date | 26-Oct-2022 | |||||
ISIN | US26927E1047 | Agenda | 935715550 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of August 1, 2022, by and among EVO Payments, Inc., Global Payments Inc. and Falcon Merger Sub Inc., as it may be amended from time to time (the “Merger Agreement”). | Management | For | For | For | |||||
2. | To approve, on a non-binding, advisory basis, certain compensation that will or may become payable to EVO Payments, Inc.’s named executive officers in connection with the Merger. | Management | For | For | For | |||||
3. | To approve the adjournment of the Special Meeting (“Special Meeting”) of stockholders of EVO Payments, Inc., from time to time, if necessary or appropriate (as determined by the Board of Directors or the chairperson of the meeting), including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to establish a quorum or adopt the Merger Agreement. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 113,337 | 0 | 13-Oct-2022 | 13-Oct-2022 |
RESOLUTE FOREST PRODUCTS INC.
Security | 76117W109 | Meeting Type | Special | |||||
Ticker Symbol | RFP | Meeting Date | 31-Oct-2022 | |||||
ISIN | US76117W1099 | Agenda | 935715637 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | To adopt the Agreement and Plan of Merger, dated as of July 5, 2022 (as it may be further amended, modified or supplemented from time to time, the “merger agreement”), by and among the Company, Domtar Corporation, a Delaware corporation (“Parent” or “Domtar”), Terra Acquisition Sub Inc., a Delaware corporation and a wholly owned subsidiary of Domtar (“Merger Sub”), Karta Halten B.V., a private limited company organized under the laws of the Netherlands (“Karta Halten”), and Paper Excellence B.V., a private limited company organized under the laws of the Netherlands (together with Domtar and Karta Halten, the “Parent Parties”), pursuant to which Merger Sub will be merged with and into the Company (the “merger”), with the Company surviving as a wholly owned subsidiary of Domtar; and | Management | For | For | For | |||||
2 | To approve, by a non-binding advisory vote, the compensation that may be paid or become payable to the Company’s named executive officers that is based on or otherwise relates to the merger. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 128,206 | 0 | 26-Oct-2022 | 26-Oct-2022 |
SIGNIFY HEALTH, INC.
Security | 82671G100 | Meeting Type | Special | |||||
Ticker Symbol | SGFY | Meeting Date | 31-Oct-2022 | |||||
ISIN | US82671G1004 | Agenda | 935718239 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated September 2, 2022 (the “Merger Agreement”), by and among Signify Health, Inc. (“Signify”), CVS Pharmacy, Inc. (“CVS”), and Noah Merger Sub, Inc. (“Merger Subsidiary”), pursuant to which, among other things, Merger Subsidiary will merge with and into Signify (the “Merger”), with Signify surviving the Merger as a wholly owned subsidiary of CVS. | Management | For | For | For | |||||
2. | To adjourn the Special Meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 132,457 | 0 | 26-Oct-2022 | 26-Oct-2022 |
VMWARE, INC.
Security | 928563402 | Meeting Type | Special | |||||
Ticker Symbol | VMW | Meeting Date | 04-Nov-2022 | |||||
ISIN | US9285634021 | Agenda | 935720563 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | The Merger Agreement Proposal: To vote on a proposal to approve the First Merger and the Second Merger (each as defined below) & to adopt the Agreement & Plan of Merger (“Merger Agreement”), dated as of May 26, 2022, by and among VMware, Inc. (“VMware”), Broadcom Inc. (“Broadcom”), Verona Holdco, Inc., a direct wholly owned subsidiary of VMware (“Holdco”), Verona Merger Sub, Inc., a direct wholly owned subsidiary of Holdco (“Merger Sub 1”), Barcelona Merger Sub 2, Inc., a direct wholly owned subsidiary of Broadcom (“Merger Sub 2”), and Barcelona Merger Sub 3, LLC. | Management | For | For | For | |||||
2. | The Merger-Related Compensation Proposal: To vote on a proposal to approve on an advisory (non-binding) basis the compensation that may be paid or become payable to VMware’s named executive officers that is based on or otherwise relates to the Transactions. | Management | For | For | For | |||||
3. | The Adjournment Proposal: To vote on a proposal to approve the adjournment of the special meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the Merger Agreement Proposal. | Management | For | For | For | |||||
4. | Charter Amendment Proposal: To vote to approve and adopt an amendment to VMware’s Certificate of Incorporation to eliminate the personal liability of VMware’s officers for monetary damages for breach of fiduciary duty as an officer, except to the extent such an exemption from liability or limitation thereof is not permitted by the General Corporation Law of the State of Delaware. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 43,877 | 0 | 31-Oct-2022 | 31-Oct-2022 |
CHANNELADVISOR CORPORATION
Security | 159179100 | Meeting Type | Special | |||||
Ticker Symbol | ECOM | Meeting Date | 11-Nov-2022 | |||||
ISIN | US1591791009 | Agenda | 935721820 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated September 4, 2022, by and among ChannelAdvisor Corporation, a Delaware corporation, CommerceHub, Inc., a Delaware corporation, and CH Merger Sub, Inc., a Delaware corporation. | Management | For | For | For | |||||
2. | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to ChannelAdvisor’s named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. | Management | For | For | For | |||||
3. | To adjourn the special meeting of the ChannelAdvisor stockholders (the “Special Meeting”) to a later date or dates, if necessary or appropriate, including to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 120,419 | 0 | 08-Nov-2022 | 08-Nov-2022 |
BIFFA PLC
Security | G1R62B102 | Meeting Type | Ordinary General Meeting | |||||
Ticker Symbol | Meeting Date | 15-Nov-2022 | ||||||
ISIN | GB00BD8DR117 | Agenda | 716234240 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | TO GIVE EFFECT TO THE SCHEME AUTHORISING THE DIRECTORS OF THE COMPANY TO TAKE ALL SUCH ACTION AS THEY MAY CONSIDER NECESSARY FOR CARRYING THE SCHEME INTO EFFECT | Management | For | For | For | |||||
CMMT | 27 OCT 2022: PLEASE NOTE THAT THE MEETING TYPE HAS BEEN CHANGED FROM EGM TO-OGM. IF YOU HAVE ALREADY SENT IN YOUR VOTES, PLEASE DO NOT VOTE AGAIN UNLESS- YOU DECIDE TO AMEND YOUR ORIGINAL INSTRUCTIONS. THANK YOU | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 215,597 | 0 | 09-Nov-2022 | 09-Nov-2022 |
BIFFA PLC
Security | G1R62B102 | Meeting Type | Court Meeting | |||||
Ticker Symbol | Meeting Date | 15-Nov-2022 | ||||||
ISIN | GB00BD8DR117 | Agenda | 716234860 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | TO IMPLEMENT THE SCHEME AS SET OUT IN THE NOTICE OF GENERAL MEETING DATED 21 OCTOBER 2022 | Management | For | For | For | |||||
CMMT | 24 OCT 2022: PLEASE NOTE THAT ABSTAIN IS NOT A VALID VOTE OPTION FOR THIS-MEETING TYPE. PLEASE CHOOSE BETWEEN “FOR” AND “AGAINST” ONLY. SHOULD YOU- CHOOSE TO VOTE ABSTAIN FOR THIS MEETING THEN YOUR VOTE WILL BE DISREGARDED BY-THE ISSUER OR ISSUERS AGENT. | Non-Voting | ||||||||
CMMT | 24 OCT 2022: PLEASE NOTE THAT THIS IS A REVISION DUE TO ADDITION OF COMMENT.-IF YOU HAVE ALREADY SENT IN YOUR VOTES. PLEASE DO NOT VOTE AGAIN UNLESS YOU-DECIDE TO AMEND YOUR ORIGINAL INSTRUCTIONS. THANK YOU | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 215,597 | 0 | 09-Nov-2022 | 09-Nov-2022 |
COWEN INC.
Security | 223622606 | Meeting Type | Special | |||||
Ticker Symbol | COWN | Meeting Date | 15-Nov-2022 | |||||
ISIN | US2236226062 | Agenda | 935721818 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of August 1, 2022, by and among Cowen Inc., The Toronto-Dominion Bank and Crimson Holdings Acquisition Co., as it may be amended from time to time (the “Merger Agreement”). | Management | For | For | For | |||||
2. | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Cowen Inc.’s named executive officers that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement. | Management | For | For | For | |||||
3. | To adjourn the special meeting of stockholders of Cowen Inc. (the “Special Meeting”), if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 29,704 | 0 | 10-Nov-2022 | 10-Nov-2022 |
AERIE PHARMACEUTICALS, INC.
Security | 00771V108 | Meeting Type | Special | |||||
Ticker Symbol | AERI | Meeting Date | 17-Nov-2022 | |||||
ISIN | US00771V1089 | Agenda | 935721286 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of August 22, 2022 (such agreement, as it may be amended, modified, or supplemented from time to time, the “merger agreement”), by and among Aerie Pharmaceuticals, Inc. (“Aerie”), Alcon Research, LLC (“Alcon”) and Lyon Merger Sub, Inc., a direct wholly owned subsidiary of Alcon (“Merger Sub”), pursuant to which, upon the terms and subject to the conditions of the merger agreement, Merger Sub will merge with and into Aerie (the “merger”), with Aerie continuing as the surviving corporation. | Management | For | For | For | |||||
2. | To approve on an advisory (non-binding) basis, the compensation that will or may be paid or become payable to Aerie’s named executive officers that is based on or otherwise relates to the merger agreement and the transactions contemplated by the merger agreement (the “compensation proposal”). | Management | For | For | For | |||||
3. | To approve the adjournment of the special meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies to approve the merger agreement proposal if there are insufficient votes to adopt the merger agreement at the time of the special meeting (the “adjournment proposal”). | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 207,165 | 0 | 11-Nov-2022 | 11-Nov-2022 |
JUST EAT TAKEAWAY.COM N.V.
Security | N4753E105 | Meeting Type | ExtraOrdinary General Meeting | |||||
Ticker Symbol | Meeting Date | 18-Nov-2022 | ||||||
ISIN | NL0012015705 | Agenda | 716155379 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | VOTING MUST BE LODGED WITH BENEFICIAL OWNER DETAILS AS PROVIDED BY YOUR-CUSTODIAN BANK. IF NO BENEFICIAL OWNER DETAILS ARE PROVIDED, YOUR-INSTRUCTIONS MAY BE REJECTED. | Non-Voting | ||||||||
CMMT | VOTING MUST BE LODGED WITH SHAREHOLDER DETAILS AS PROVIDED BY YOUR CUSTODIAN-BANK. IF NO SHAREHOLDER DETAILS ARE PROVIDED, YOUR INSTRUCTIONS MAY BE-REJECTED. | Non-Voting | ||||||||
1. | OPENING AND ANNOUNCEMENTS | Non-Voting | ||||||||
2. | APPROVAL OF THE TRANSACTION | Management | Abstain | For | Against | |||||
3. | TRANSFER OF JUST EAT TAKEAWAY.COM SHARES FROM THE CATEGORY OF A PREMIUM LISTING (COMMERCIAL COMPANY) ON THE OFFICIAL LIST TO THE CATEGORY OF A STANDARD LISTING (SHARES) ON THE OFFICIAL LIST | Management | Abstain | For | Against | |||||
4.a. | REAPPOINTMENT OF MR. JOERG GERBIG AS A MEMBER OF THE MANAGEMENT BOARD | Management | Abstain | For | Against | |||||
4.b. | APPOINTMENT OF MR. ANDREW KENNY AS A MEMBER OF THE MANAGEMENT BOARD | Management | Abstain | For | Against | |||||
5.a. | APPOINTMENT OF MS. MIEKE DE SCHEPPER AS A MEMBER OF THE SUPERVISORY BOARD | Management | Abstain | For | Against | |||||
5.b. | APPOINTMENT OF MR. DICK BOER AS A MEMBER AND CHAIR OF THE SUPERVISORY BOARD | Management | Abstain | For | Against | |||||
6. | ANY OTHER BUSINESS | Non-Voting | ||||||||
7. | CLOSING OF THE MEETING | Non-Voting | ||||||||
CMMT | 11 OCT 2022: INTERMEDIARY CLIENTS ONLY - PLEASE NOTE THAT IF YOU ARE-CLASSIFIED AS AN INTERMEDIARY CLIENT UNDER THE SHAREHOLDER RIGHTS DIRECTIVE-II, YOU SHOULD BE PROVIDING THE UNDERLYING SHAREHOLDER INFORMATION AT THE- | Non-Voting | ||||||||
VOTE INSTRUCTION LEVEL. IF YOU ARE UNSURE ON HOW TO PROVIDE THIS LEVEL OF-DATA TO BROADRIDGE OUTSIDE OF PROXYEDGE, PLEASE SPEAK TO YOUR DEDICATED-CLIENT SERVICE REPRESENTATIVE FOR ASSISTANCE | ||||||||||
CMMT | 12 OCT 2022: PLEASE NOTE THAT THIS IS A REVISION DUE TO MODIFICATION OF THE-TEXT OF RESOLUTION 5.a. AND ADDITION OF COMMENT. IF YOU HAVE ALREADY SENT IN-YOUR VOTES, PLEASE DO NOT VOTE AGAIN UNLESS YOU DECIDE TO AMEND YOUR ORIGINAL-INSTRUCTIONS. THANK YOU | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 16,111 | 0 | 10-Nov-2022 | 10-Nov-2022 |
AVEVA GROUP PLC
Security | G06812120 | Meeting Type | Ordinary General Meeting | |||||
Ticker Symbol | Meeting Date | 25-Nov-2022 | ||||||
ISIN | GB00BBG9VN75 | Agenda | 716197264 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | TO GIVE EFFECT TO THE SCHEME AS SET OUT IN THE NOTICE OF GENERAL MEETING, INCLUDING THE AMENDMENTS TO THE COMPANY’S ARTICLES OF ASSOCIATION | Management | For | For | For | |||||
CMMT | 14 NOV 2022: PLEASE NOTE THAT THE MEETING TYPE HAS BEEN CHANGED FROM EGM TO-OGM AND MODIFICATION OF THE TEXT OF RESOLUTION 1 AND REVISION DUE TO- POSTPONEMENT OF THE MEETING DATE FROM 17 NOV 2022 TO 25 NOV 2022 AND DELETION-OF COMMENT. IF YOU HAVE ALREADY SENT IN YOUR VOTES, PLEASE DO NOT VOTE AGAIN- UNLESS YOU DECIDE TO AMEND YOUR ORIGINAL INSTRUCTIONS. THANK YOU | Non-Voting | ||||||||
CMMT | 14 NOV 2022: DELETION OF COMMENT | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 53,257 | 0 | 21-Nov-2022 | 21-Nov-2022 |
AVEVA GROUP PLC
Security | G06812120 | Meeting Type | Court Meeting | |||||
Ticker Symbol | Meeting Date | 25-Nov-2022 | ||||||
ISIN | GB00BBG9VN75 | Agenda | 716230862 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | PLEASE NOTE THAT ABSTAIN IS NOT A VALID VOTE OPTION FOR THIS MEETING TYPE.-PLEASE CHOOSE BETWEEN ‘FOR’ AND ‘AGAINST’ ONLY. SHOULD YOU CHOOSE TO VOTE- ABSTAIN FOR THIS MEETING THEN YOUR VOTE WILL BE DISREGARDED BY THE ISSUER OR-ISSUERS AGENT. | Non-Voting | ||||||||
1 | TO APPROVE THE SCHEME | Management | For | For | For | |||||
CMMT | 14 NOV 2022: PLEASE NOTE THAT THIS IS A REVISION DUE TO POSTPONEMENT OF THE-MEETING DATE FROM 17 NOV 2022 TO 25 NOV 2022. IF YOU HAVE ALREADY SENT IN- YOUR VOTES, PLEASE DO NOT VOTE AGAIN UNLESS YOU DECIDE TO AMEND YOUR ORIGINAL-INSTRUCTIONS. THANK YOU | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 53,257 | 0 | 21-Nov-2022 | 21-Nov-2022 |
ATLAS AIR WORLDWIDE HOLDINGS, INC.
Security | 049164205 | Meeting Type | Special | |||||
Ticker Symbol | AAWW | Meeting Date | 29-Nov-2022 | |||||
ISIN | US0491642056 | Agenda | 935724802 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of August 4, 2022, by and among Atlas Air Worldwide Holdings, Inc., a Delaware corporation (the “Company”), Rand Parent, LLC, a Delaware limited liability Company (“Parent”), and Rand Merger Sub, Inc., a Delaware corporation and a wholly-owned subsidiary of Parent (“MergerCo”), pursuant to which and subject to the terms and conditions thereof, MergerCo will be merged with and into the Company (the “merger”), with the Company surviving the merger as a wholly-owned subsidiary of Parent. | Management | For | For | For | |||||
2. | To approve, by advisory (non binding) vote, the compensation that may be paid or become payable to the Company’s named executive officers in connection with the consummation of the merger | Management | For | For | For | |||||
3. | To approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are insufficient votes at the special meeting to approve Proposal 1 | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 49,871 | 0 | 23-Nov-2022 | 23-Nov-2022 |
STORE CAPITAL CORPORATION
Security | 862121100 | Meeting Type | Special | |||||
Ticker Symbol | STOR | Meeting Date | 09-Dec-2022 | |||||
ISIN | US8621211007 | Agenda | 935732518 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To approve the merger of STORE Capital Corporation with and into Ivory REIT, LLC (the “merger”), with Ivory REIT, LLC surviving the merger, as contemplated by the Agreement and Plan of Merger, dated as of September 15, 2022, as may be amended from time to time (the “merger agreement”), among STORE Capital Corporation, Ivory REIT, LLC and Ivory Parent, LLC (the “merger proposal”). | Management | For | For | For | |||||
2. | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our named executive officers that is based on or otherwise relates to the merger. | Management | For | For | For | |||||
3. | To approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are not sufficient votes at the special meeting to approve the merger proposal. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 189,270 | 0 | 06-Dec-2022 | 06-Dec-2022 |
ARCHAEA ENERGY INC.
Security | 03940F103 | Meeting Type | Special | |||||
Ticker Symbol | LFG | Meeting Date | 13-Dec-2022 | |||||
ISIN | US03940F1030 | Agenda | 935738471 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of October 16, 2022 (as it may be amended, supplemented or otherwise modified from time to time, the “Merger Agreement”), by and among Archaea Energy Inc. (“Archaea”), LFG Acquisition Holdings LLC, (“Opco”), BP Products North America Inc., (“Parent”), Condor RTM Inc., (“Merger Sub”), and Condor RTM LLC (“Opco Merger Sub”). | Management | For | For | For | |||||
2. | To adjourn the Special Meeting of Archaea stockholders (the “Special Meeting”) to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 203,373 | 0 | 07-Dec-2022 | 07-Dec-2022 |
BTRS HOLDINGS INC.
Security | 11778X104 | Meeting Type | Special | |||||
Ticker Symbol | BTRS | Meeting Date | 13-Dec-2022 | |||||
ISIN | US11778X1046 | Agenda | 935736237 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | A proposal to adopt the Agreement and Plan of Merger, dated as of September 28, 2022, by and among BTRS Holdings Inc. (“Billtrust”), Bullseye FinCo, Inc. (“Parent”) and Bullseye Merger Sub, Inc. (“Merger Sub”), as may be amended from time to time (the “merger agreement”), pursuant to which Merger Sub will be merged with and into Billtrust, with Billtrust surviving the merger as a wholly owned subsidiary of Parent (the “merger”). | Management | For | For | For | |||||
2. | A proposal to approve, on a non-binding, advisory basis, certain compensation that will or may be paid by Billtrust to its named executive officers that is based on or otherwise relates to the merger. | Management | For | For | For | |||||
3. | A proposal to approve an adjournment of the special meeting, including if necessary to solicit additional proxies in favor of the proposal to approve and adopt the merger agreement, if there are not sufficient votes at the time of such adjournment to approve and adopt the merger agreement. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 443,611 | 0 | 07-Dec-2022 | 07-Dec-2022 |
SUMMIT INDUSTRIAL INCOME REIT
Security | 866120116 | Meeting Type | Special | |||||
Ticker Symbol | SMMCF | Meeting Date | 16-Dec-2022 | |||||
ISIN | CA8661201167 | Agenda | 935740995 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | To pass, with or without amendment, a special resolution, the full text of which is set forth in Schedule “B” to the accompanying management information circular, to approve a proposed plan of arrangement under Section 192 of the Canada Business Corporations Act involving Zenith Industrial LP (the “Purchaser”), Summit Industrial Income REIT (the “REIT”) and Summit Industrial Income Management Corp., providing for, among other things, (i) the direct or indirect sale of the property and assets of the REIT and its subsidiaries, as an entirety or substantially as an entirety, to the Purchaser or its affiliates or assigns, (ii) the payment of a special distribution to unitholders of the REIT, and (iii) the redemption of all of the then outstanding units of the REIT. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76ESSTA 01 OM | LG MASTERS ALT STRATEGIES FUND | Y76E | STATE STREET TRUST | 36,019 | 0 | 13-Dec-2022 | 13-Dec-2022 |
POSHMARK INC.
Security | 73739W104 | Meeting Type | Special | |||||
Ticker Symbol | POSH | Meeting Date | 27-Dec-2022 | |||||
ISIN | US73739W1045 | Agenda | 935746074 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of October 3, 2022 (“Merger Agreement”), by and among Poshmark, Inc., (“Poshmark”), NAVER Corporation, a public corporation organized under the laws of the Republic of Korea (“Parent” or “NAVER”), and Proton Parent, Inc., (“Proton Parent”), and Proton Merger Sub, Inc., (“Merger Sub”). | Management | For | For | For | |||||
2. | To vote on a proposal to adjourn the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting (the “Adjournment Proposal”). | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 122,357 | 0 | 20-Dec-2022 | 20-Dec-2022 |
AVEO PHARMACEUTICALS, INC.
Security | 053588307 | Meeting Type | Special | |||||
Ticker Symbol | AVEO | Meeting Date | 05-Jan-2023 | |||||
ISIN | US0535883070 | Agenda | 935745109 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To consider and vote on a proposal to adopt the Agreement and Plan of Merger (as it may be amended from time to time, referred to as the “Merger Agreement”), dated as of October 18, 2022, among LG Chem, Ltd., (referred to as “LG Chem”), Acacia Acquisition Sub, Inc., an indirect wholly owned subsidiary of LG Chem (referred to as “Merger Sub”), and AVEO Pharmaceuticals, Inc. (“AVEO”), pursuant to which Merger Sub will be merged with and into AVEO, with AVEO surviving the merger as an indirect wholly owned subsidiary of LG Chem (referred to as the “Merger”) | Management | For | For | For | |||||
2. | To consider and vote on a proposal to approve, on a non-binding, advisory basis, certain compensation that will or may be paid or become payable to AVEO’s named executive officers that is based on or otherwise relates to the Merger. | Management | For | For | For | |||||
3. | To consider and vote on a proposal to approve the adjournment of the Special Meeting to a later date or dates if necessary to solicit additional proxies if there are insufficient votes to approve the proposal to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 67,297 | 0 | 27-Dec-2022 | 27-Dec-2022 |
USERTESTING, INC.
Security | 91734E101 | Meeting Type | Special | |||||
Ticker Symbol | USER | Meeting Date | 10-Jan-2023 | |||||
ISIN | US91734E1010 | Agenda | 935748888 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of October 26, 2022 (the “Merger Agreement”), by and among UserTesting, Inc., a Delaware corporation (the “Company”), Thunder Holdings, LLC, a Delaware limited liability company (“Parent”), and Thunder Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent (“Merger Sub”), pursuant to which Merger Sub will merge with and into the Company (the “Merger”), with the Company to survive the Merger as a wholly owned subsidiary of Parent. | Management | For | For | For | |||||
2. | To approve any proposal to adjourn the Special Meeting to a later date or dates if necessary or appropriate to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 326,180 | 0 | 06-Jan-2023 | 06-Jan-2023 |
FORGEROCK, INC.
Security | 34631B101 | Meeting Type | Special | |||||
Ticker Symbol | FORG | Meeting Date | 12-Jan-2023 | |||||
ISIN | US34631B1017 | Agenda | 935749284 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger (as it may be amended from time to time), dated as of October 10, 2022, among Project Fortress Parent, LLC, Project Fortress Merger Sub, Inc. and ForgeRock, Inc. (the “merger agreement”). | Management | For | For | For | |||||
2. | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by ForgeRock to its named executive officers in connection with the merger. | Management | For | For | For | |||||
3. | To approve any proposal to adjourn the special meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the merger agreement at the time of the special meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 139,923 | 0 | 06-Jan-2023 | 06-Jan-2023 |
ALTRA INDUSTRIAL MOTION CORP.
Security | 02208R106 | Meeting Type | Special | |||||
Ticker Symbol | AIMC | Meeting Date | 17-Jan-2023 | |||||
ISIN | US02208R1068 | Agenda | 935751126 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of October 26, 2022, by and among Regal Rexnord Corporation, Aspen Sub, Inc. and Altra Industrial Motion Corp., as it may be amended from time to time (the “Merger Agreement”). | Management | For | For | For | |||||
2. | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Altra Industrial Motion Corp.’s named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. | Management | For | For | For | |||||
3. | To adjourn the special meeting of stockholders of Altra Industrial Motion Corp. (the “Special Meeting”), if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 42,227 | 0 | 12-Jan-2023 | 12-Jan-2023 |
KNOWBE4, INC.
Security | 49926T104 | Meeting Type | Special | |||||
Ticker Symbol | KNBE | Meeting Date | 31-Jan-2023 | |||||
ISIN | US49926T1043 | Agenda | 935753815 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger (as it may be amended from time to time, the “Merger Agreement”) dated as of October 11, 2022, by and among KnowBe4, Inc. (“KnowBe4”), Oranje Holdco, LLC (“Parent”) and Oranje Merger Sub, Inc. (“Merger Sub”), pursuant to which Merger Sub will merge with and into KnowBe4, with KnowBe4 surviving as a wholly owned subsidiary of Parent (the “Merger”). | Management | For | For | For | |||||
2. | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by KnowBe4 to its named executive officers in connection with the Merger. | Management | For | For | For | |||||
3. | To approve any proposal to adjourn the special meeting of stockholders (the “Special Meeting”), from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 104,117 | 0 | 26-Jan-2023 | 26-Jan-2023 |
HOME CAPITAL GROUP INC.
Security | 436913107 | Meeting Type | Special | |||||
Ticker Symbol | HMCBF | Meeting Date | 08-Feb-2023 | |||||
ISIN | CA4369131079 | Agenda | 935757572 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | To consider and, if thought advisable, to pass, with or without variation, a special resolution to approve a proposed plan of arrangement involving the Corporation and 1000355080 Ontario Inc., a wholly-owned subsidiary of Smith Financial Corporation, a company controlled by Stephen Smith, pursuant to Section 182 of the Business Corporations Act (Ontario). The full text of such special resolution is set forth in Appendix B to the accompanying management information circular of the Corporation dated January 6, 2023. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76ESSTA 01 OM | LG MASTERS ALT STRATEGIES FUND | Y76E | STATE STREET TRUST | 38,530 | 0 | 03-Feb-2023 | 03-Feb-2023 |
COUPA SOFTWARE INCORPORATED
Security | 22266L106 | Meeting Type | Special | |||||
Ticker Symbol | COUP | Meeting Date | 23-Feb-2023 | |||||
ISIN | US22266L1061 | Agenda | 935763335 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of December 11, 2022 (the “merger agreement”), by and among Coupa Software Incorporated, Coupa Holdings. LLC (f/k/a Project CS Parent, LLC), and Project CS Merger Sub, Inc. | Management | For | For | For | |||||
2. | To approve, by advisory (non-binding) vote, the compensation that may be paid or become payable to the Company’s named executive officers in connection with the consummation of the merger. | Management | For | For | For | |||||
3. | To approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are insufficient votes at the special meeting to adopt the merger agreement. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 36,859 | 0 | 17-Feb-2023 | 17-Feb-2023 |
ATLAS CORP.
Security | Y0436Q109 | Meeting Type | Annual | |||||
Ticker Symbol | ATCO | Meeting Date | 24-Feb-2023 | |||||
ISIN | MHY0436Q1098 | Agenda | 935757407 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt and approve the Agreement and Plan of Merger, dated October 31, 2022 (the “Merger Agreement”), as it may be amended from time to time, by and among Atlas Corp. (the “Company”), Poseidon Acquisition Corp. (“Poseidon”) and Poseidon Merger Sub, Inc. (“Merger Sub”), and the transactions contemplated by the Merger Agreement, including the merger of Merger Sub with and into the Company, with the Company surviving as a Marshall Islands corporation and a wholly owned subsidiary of Poseidon. | Management | For | For | For | |||||
2a. | Election of Director: Bing Chen | Management | For | For | For | |||||
2b. | Election of Director: David Sokol | Management | For | For | For | |||||
2c. | Election of Director: Lawrence Simkins | Management | For | For | For | |||||
2d. | Election of Director: John C. Hsu | Management | For | For | For | |||||
2e. | Election of Director: Nicholas Pitts-Tucker | Management | For | For | For | |||||
2f. | Election of Director: Lawrence Chin | Management | For | For | For | |||||
2g. | Election of Director: Stephen Wallace | Management | For | For | For | |||||
2h. | Election of Director: Katie Wade | Management | For | For | For | |||||
3. | Ratification of the appointment of KPMG LLP, Chartered Professional Accountants, as the Company’s independent auditors for the fiscal year ending December 31, 2022. | Management | For | For | For | |||||
4. | To approve the adjournment of the Annual Meeting from time to time at the discretion of the Special Committee (the “Special Committee”) of the Board of Directors (the “Board”) of the Company or the Board (acting solely in accordance with the recommendation of the Special Committee), if necessary or appropriate, including to solicit additional proxies if there are not sufficient votes to approve the proposal specified in Item 1 at the time of the Annual Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 162,775 | 0 | 17-Feb-2023 | 17-Feb-2023 |
HORIZON THERAPEUTICS PLC
Security | G46188101 | Meeting Type | Special | |||||
Ticker Symbol | HZNP | Meeting Date | 24-Feb-2023 | |||||
ISIN | IE00BQPVQZ61 | Agenda | 935761622 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | Ordinary Resolution to approve the Scheme of Arrangement and authorize the directors of Horizon to take all such actions as they consider necessary or appropriate for carrying the Scheme of Arrangement into effect. | Management | For | For | For | |||||
2. | Special Resolution to amend the articles of association of Horizon so that any Horizon Shares that are issued on or after the Voting Record Time to persons other than Acquirer Sub or its nominee(s) will either be subject to the terms of the Scheme of Arrangement or be immediately and automatically acquired by Acquirer Sub and/or its nominee(s) for the Scheme Consideration. | Management | For | For | For | |||||
3. | Ordinary Resolution to approve, on a non- binding, advisory basis, specified compensatory arrangements between Horizon and its named executive officers relating to the Transaction. | Management | For | For | For | |||||
4. | Ordinary Resolution to approve any motion by the Chairman to adjourn the EGM or any adjournments thereof, to solicit additional proxies in favor of the approval of the resolutions if there are insufficient votes at the time of the EGM to approve resolutions 1 and 2. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 42,440 | 0 | 17-Feb-2023 | 17-Feb-2023 |
HORIZON THERAPEUTICS PLC
Security | G46188111 | Meeting Type | Special | |||||
Ticker Symbol | Meeting Date | 24-Feb-2023 | ||||||
ISIN | Agenda | 935761634 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | That the Scheme of Arrangement in its original form or with or subject to any modification(s), addition(s) or condition(s) approved or imposed by the Irish High Court be agreed to. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 42,440 | 0 | 17-Feb-2023 | 17-Feb-2023 |
MYOVANT SCIENCES LTD.
Security | G637AM102 | Meeting Type | Special | |||||
Ticker Symbol | MYOV | Meeting Date | 01-Mar-2023 | |||||
ISIN | BMG637AM1024 | Agenda | 935761444 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | A proposal to adopt and approve an Agreement and Plan of Merger, dated as of October 23, 2022 (as it may be amended from time to time in accordance with its terms, the “Merger Agreement”), and a related Statutory Merger Agreement (the “Statutory Merger Agreement”), by and among Myovant Sciences Ltd. (“Myovant”), Sumitovant Biopharma Ltd. (“Sumitovant”), Zeus Sciences Ltd. and, solely with respect to Article IX and Annex A of the Merger Agreement, Sumitomo Pharma Co., Ltd., and the transactions contemplated by Merger Agreement & Statutory Merger Agreement. | Management | For | For | For | |||||
2. | A non-binding, advisory proposal to approve specified compensation that may become payable to the named executive officers of Myovant in connection with the Merger. | Management | For | For | For | |||||
3. | A proposal to approve an adjournment of the special general meeting, if necessary or appropriate (as determined by Myovant after consultation in good faith with Sumitovant), to solicit additional proxies if there are insufficient votes at the time of the special general meeting to approve Proposal 1. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 26,970 | 0 | 24-Feb-2023 | 24-Feb-2023 |
AEROJET ROCKETDYNE HOLDINGS, INC.
Security | 007800105 | Meeting Type | Special | |||||
Ticker Symbol | AJRD | Meeting Date | 16-Mar-2023 | |||||
ISIN | US0078001056 | Agenda | 935767220 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To approve and adopt the Agreement and Plan of Merger, dated as of December 17, 2022 (as amended, modified or supplemented from time to time, the “Merger Agreement”), by and among Aerojet Rocketdyne, L3Harris and Merger Sub (the “Merger Proposal”). | Management | For | For | For | |||||
2. | To approve, on an advisory (non-binding) basis, certain compensation that may be paid or become payable to Aerojet Rocketdyne’s named executive officers in connection with the Merger, the value of which is disclosed in the table in the section of the proxy statement entitled “The Merger - Interests of Aerojet Rocketdyne’s Directors and Executive Officers in the Merger - Quantification of Payments” (the “Compensation Proposal”). | Management | For | For | For | |||||
3. | To approve the adjournment of the Special Meeting, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to approve the Merger Proposal or in the absence of a quorum (the “Adjournment Proposal”). | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 106,350 | 0 | 10-Mar-2023 | 10-Mar-2023 |
AMRYT PHARMA PLC
Security | 03217L106 | Meeting Type | Annual | |||||
Ticker Symbol | AMYT | Meeting Date | 22-Mar-2023 | |||||
ISIN | US03217L1061 | Agenda | 935768690 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
C1. | Voting “For” or “Against” the proposed scheme of arrangement (the “Scheme”). | Management | For | |||||||
G1. | THAT, for the purpose of giving effect to the scheme of arrangement dated February 16, 2023 between the Company and the holders of Scheme Shares (as defined in such scheme of arrangement), a print of which has been produced to this meeting and for the purposes of identification signed by the chairman of this meeting, in its original form or with or subject to any modification, addition, or condition as may be agreed from time to time (including, for the avoidance of doubt, after the date (Due to space limits, see proxy material for full proposal). | Management | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 56,890 | 0 |
MAGNET FORENSICS INC.
Security | 55940P101 | Meeting Type | Contested-Special | |||||
Ticker Symbol | MAGTF | Meeting Date | 23-Mar-2023 | |||||
ISIN | CA55940P1018 | Agenda | 935769870 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | To consider and, if deemed advisable, to pass, with or without variation, the special resolution, the full text of which is set forth in Appendix “B” to Magnet Forensics Inc.’s management information circular dated February 16, 2023 (the “Circular”) to approve a statutory plan of arrangement pursuant to Section 182 of the Business Corporations Act (Ontario) whereby, among other things, Morpheus Purchaser Inc. will acquire all of the issued and outstanding subordinate voting shares and multiple voting shares in the capital of the Company, all as more particularly described in the Circular. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76ESSTA 01 OM | LG MASTERS ALT STRATEGIES FUND | Y76E | STATE STREET TRUST | 45,849 | 0 | 21-Mar-2023 | 21-Mar-2023 | |||||||
Y76ESSTA 01 OM | LG MASTERS ALT STRATEGIES FUND | Y76E | STATE STREET TRUST | 45,849 | 0 | 21-Mar-2023 | 21-Mar-2023 |
MAGNET FORENSICS INC.
Security | 55940P101 | Meeting Type | Contested-Special | |||||
Ticker Symbol | MAGTF | Meeting Date | 23-Mar-2023 | |||||
ISIN | CA55940P1018 | Agenda | 935772310 - Opposition |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | To consider and, if deemed advisable, to pass, with or without variation, the special resolution, the full text of which is set forth in Appendix “B” to Magnet Forensics Inc.’s management information circular dated February 16, 2023 (the “Circular”) to approve a statutory plan of arrangement pursuant to Section 182 of the Business Corporations Act (Ontario) whereby, among other things, Morpheus Purchaser Inc. will acquire all of the issued and outstanding subordinate voting shares and multiple voting shares in the capital of the Company, all as more particularly described in the Circular. | Management | Against |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76ESSTA 01 OM | LG MASTERS ALT STRATEGIES FUND | Y76E | STATE STREET TRUST | 45,849 | 0 |
CAVERION OYJ
Security | X09586102 | Meeting Type | Annual General Meeting | |||||
Ticker Symbol | Meeting Date | 27-Mar-2023 | ||||||
ISIN | FI4000062781 | Agenda | 716745027 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | VOTING MUST BE LODGED WITH BENEFICIAL OWNER DETAILS AS PROVIDED BY YOUR-CUSTODIAN BANK. ACCOUNTS WITH MULTIPLE BENEFICIAL OWNERS WILL REQUIRE- DISCLOSURE OF EACH BENEFICIAL OWNER NAME, ADDRESS AND SHARE POSITION. | Non-Voting | ||||||||
CMMT | A POWER OF ATTORNEY (POA) IS REQUIRED TO APPOINT A REPRESENTATIVE TO ATTEND-THE MEETING AND LODGE YOUR VOTING INSTRUCTIONS. IF YOU APPOINT A FINNISH SUB-CUSTODIAN BANK, NO POA IS REQUIRED (UNLESS THE SHAREHOLDER IS FINNISH). | Non-Voting | ||||||||
CMMT | VOTING MUST BE LODGED WITH SHAREHOLDER DETAILS AS PROVIDED BY YOUR CUSTODIAN-BANK. IF NO SHAREHOLDER DETAILS ARE PROVIDED, YOUR INSTRUCTIONS MAY BE-REJECTED. | Non-Voting | ||||||||
CMMT | INTERMEDIARY CLIENTS ONLY - PLEASE NOTE THAT IF YOU ARE CLASSIFIED AS AN-INTERMEDIARY CLIENT UNDER THE SHAREHOLDER RIGHTS DIRECTIVE II, YOU SHOULD BE- PROVIDING THE UNDERLYING SHAREHOLDER INFORMATION AT THE VOTE INSTRUCTION-LEVEL. IF YOU ARE UNSURE ON HOW TO PROVIDE THIS LEVEL OF DATA TO BROADRIDGE- OUTSIDE OF PROXYEDGE, PLEASE SPEAK TO YOUR DEDICATED CLIENT SERVICE-REPRESENTATIVE FOR ASSISTANCE | Non-Voting | ||||||||
1 | OPEN MEETING | Non-Voting | ||||||||
2 | CALL THE MEETING TO ORDER | Non-Voting | ||||||||
3 | DESIGNATE INSPECTOR OR SHAREHOLDER REPRESENTATIVE(S) OF MINUTES OF MEETING | Non-Voting | ||||||||
4 | ACKNOWLEDGE PROPER CONVENING OF MEETING | Non-Voting | ||||||||
5 | PREPARE AND APPROVE LIST OF SHAREHOLDERS | Non-Voting | ||||||||
6 | RECEIVE FINANCIAL STATEMENTS AND STATUTORY REPORTS; RECEIVE BOARD’S REPORT;-RECEIVE AUDITOR’S REPORT | Non-Voting | ||||||||
7 | ACCEPT FINANCIAL STATEMENTS AND STATUTORY REPORTS | Management | For | For | For | |||||
8 | APPROVE ALLOCATION OF INCOME AND DIVIDENDS OF EUR 0.20 PER SHARE | Management | For | For | For | |||||
9 | APPROVE DISCHARGE OF BOARD AND PRESIDENT | Management | Abstain | For | Against | |||||
10 | APPROVE REMUNERATION REPORT (ADVISORY VOTE) | Management | Abstain | For | Against | |||||
11 | FIX NUMBER OF DIRECTORS AT SEVEN | Management | For | For | For |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
12 | APPROVE REMUNERATION OF DIRECTORS IN THE AMOUNT OF EUR 87,120 FOR CHAIRMAN, EUR 66,000 FOR VICE CHAIRMAN, AND EUR 51,480 FOR OTHER DIRECTORS; APPROVE MEETING FEES FOR BOARD AND COMMITTEE WORK | Management | Abstain | For | Against | |||||
13 | APPROVE REMUNERATION OF THE TENDER OFFER COMMITTEE IN THE AMOUNT OF EUR 80,000 FOR CHAIRMAN, AND EUR 23,000 FOR OTHER DIRECTORS | Management | Abstain | For | Against | |||||
14 | REELECT JUSSI AHO, MARKUS EHRNOOTH (VICE CHAIR), JOACHIM HALLENGREN, THOMAS HINNERSKOV, KRISTINA JAHN, MATS PAULSSON (CHAIR) AND JASMIN SORAVIA AS DIRECTORS | Management | Abstain | For | Against | |||||
15 | REMOVE TRANSFER RESTRICTIONS ON REMUNERATION SHARES OF DIRECTORS | Management | Abstain | For | Against | |||||
16 | APPROVE REMUNERATION OF AUDITORS | Management | For | For | For | |||||
17 | RATIFY ERNST & YOUNG AS AUDITORS | Management | For | For | For | |||||
18 | AUTHORIZE SHARE REPURCHASE PROGRAM | Management | Abstain | For | Against | |||||
19 | APPROVE ISSUANCE OF UP TO 13.5 MILLION SHARES WITHOUT PREEMPTIVE RIGHTS | Management | Abstain | For | Against | |||||
20 | AMEND ARTICLES RE: LOCATION OF GENERAL MEETING; VIRTUAL PARTICIPATION METHOD | Management | For | For | For | |||||
21 | CLOSE MEETING | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 176,329 | 0 | 16-Mar-2023 | 16-Mar-2023 |
DUCK CREEK TECHNOLOGIES, INC.
Security | 264120106 | Meeting Type | Special | |||||
Ticker Symbol | DCT | Meeting Date | 28-Mar-2023 | |||||
ISIN | US2641201064 | Agenda | 935775114 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | Proposal to adopt the Agreement and Plan of Merger, dated as of January 8, 2023, by and among Disco Parent, LLC (“Parent”), Disco Merger Sub, Inc., a direct, wholly owned subsidiary of Parent, and Duck Creek Technologies, Inc. (“Duck Creek”). | Management | For | For | For | |||||
2. | Non-binding, advisory proposal to approve compensation that will or may become payable by Duck Creek to its named executive officers in connection with the merger. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 164,899 | 0 | 23-Mar-2023 | 23-Mar-2023 |
OAK STREET HEALTH, INC.
Security | 67181A107 | Meeting Type | Annual | |||||
Ticker Symbol | OSH | Meeting Date | 29-Mar-2023 | |||||
ISIN | US67181A1079 | Agenda | 935783705 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1.1 | Election of Director: Dr. Regina Benjamin | Management | For | For | For | |||||
1.2 | Election of Director: Cheryl Dorsey | Management | For | For | For | |||||
1.3 | Election of Director: Julie Klapstein | Management | For | For | For | |||||
1.4 | Election of Director: Geoffrey Price | Management | For | For | For | |||||
2. | To ratify the appointment of Ernst & Young LLP as Oak Street Health, Inc.’s independent registered public accounting firm for the year ending December 31, 2023. | Management | For | For | For | |||||
3. | To approve, by an advisory vote, the compensation of Oak Street Health, Inc.’s named executive officers, as disclosed in the proxy statement. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 39,665 | 0 | 31-Mar-2023 |
ARGO GROUP INTERNATIONAL HOLDINGS, LTD.
Security | G0464B107 | Meeting Type | Special | |||||
Ticker Symbol | ARGO | Meeting Date | 19-Apr-2023 | |||||
ISIN | BMG0464B1072 | Agenda | 935795041 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | Proposal to approve the merger agreement, the statutory merger agreement required in accordance with Section 105 of the Bermuda Companies Act 1981, as amended, and the merger. | Management | For | For | For | |||||
2. | Proposal on an advisory (non-binding) basis, to approve the compensation that may be paid or become payable to Argo Group’s named executive officers that is based on or otherwise relates to the merger, as described in the proxy statement. | Management | For | For | For | |||||
3. | Proposal to approve an adjournment of the special general meeting, if necessary or appropriate, to solicit additional proxies, in the event that there are insufficient votes to approve Proposal 1 at the special general meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 53,527 | 0 | 13-Apr-2023 | 13-Apr-2023 |
MAXAR TECHNOLOGIES INC.
Security | 57778K105 | Meeting Type | Special | |||||
Ticker Symbol | MAXR | Meeting Date | 19-Apr-2023 | |||||
ISIN | US57778K1051 | Agenda | 935791170 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of December 15, 2022, by and among Maxar Technologies Inc., Galileo Parent, Inc., Galileo Bidco, Inc. and, solely for the purposes set forth therein, Galileo Topco, Inc., as it may be amended from time to time (the “Merger Agreement”). | Management | For | For | For | |||||
2. | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to named executive officers of Maxar Technologies Inc. that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. | Management | For | For | For | |||||
3. | To approve any adjournment of the Special Meeting of Stockholders of Maxar Technologies Inc. (the “Special Meeting”), if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 61,078 | 0 | 13-Apr-2023 | 13-Apr-2023 |
MONEYLION INC
Security | 60938K106 | Meeting Type | Special | |||||
Ticker Symbol | ML | Meeting Date | 19-Apr-2023 | |||||
ISIN | US60938K1060 | Agenda | 935816629 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To approve an amendment to the MoneyLion Inc. Certificate of Incorporation to, at the discretion of the Board of Directors at any time on or prior to the twelve-month anniversary of the Special Meeting, effect (a) a reverse stock split with respect to the Class A common stock at a ratio of not less than 1-for-2 and not greater than 1-for-30, with the final ratio within such ratio range to be determined by the Board of Directors, and (b) a reduction in the number of authorized shares of Class A common stock by a corresponding proportion. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 117,279 | 0 | 17-Apr-2023 | 17-Apr-2023 |
FIRST HORIZON CORPORATION
Security | 320517105 | Meeting Type | Annual | |||||
Ticker Symbol | FHN | Meeting Date | 25-Apr-2023 | |||||
ISIN | US3205171057 | Agenda | 935778211 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1a. | Election of Director to serve until the 2024 Annual Meeting of Shareholders: Harry V. Barton, Jr. | Management | For | For | For | |||||
1b. | Election of Director to serve until the 2024 Annual Meeting of Shareholders: John N. Casbon | Management | For | For | For | |||||
1c. | Election of Director to serve until the 2024 Annual Meeting of Shareholders: John C. Compton | Management | For | For | For | |||||
1d. | Election of Director to serve until the 2024 Annual Meeting of Shareholders: Wendy P. Davidson | Management | For | For | For | |||||
1e. | Election of Director to serve until the 2024 Annual Meeting of Shareholders: William H. Fenstermaker | Management | For | For | For | |||||
1f. | Election of Director to serve until the 2024 Annual Meeting of Shareholders: D. Bryan Jordan | Management | For | For | For | |||||
1g. | Election of Director to serve until the 2024 Annual Meeting of Shareholders: J. Michael Kemp, Sr. | Management | For | For | For | |||||
1h. | Election of Director to serve until the 2024 Annual Meeting of Shareholders: Rick E. Maples | Management | For | For | For | |||||
1i. | Election of Director to serve until the 2024 Annual Meeting of Shareholders: Vicki R. Palmer | Management | For | For | For | |||||
1j. | Election of Director to serve until the 2024 Annual Meeting of Shareholders: Colin V. Reed | Management | For | For | For | |||||
1k. | Election of Director to serve until the 2024 Annual Meeting of Shareholders: E. Stewart Shea, III | Management | For | For | For | |||||
1l. | Election of Director to serve until the 2024 Annual Meeting of Shareholders: Cecelia D. Stewart | Management | For | For | For | |||||
1m. | Election of Director to serve until the 2024 Annual Meeting of Shareholders: Rosa Sugrañes | Management | For | For | For | |||||
1n. | Election of Director to serve until the 2024 Annual Meeting of Shareholders: R. Eugene Taylor | Management | For | For | For | |||||
2. | Ratification of appointment of KPMG LLP as auditors | Management | For | For | For | |||||
3. | Approval of an advisory resolution to approve executive compensation | Management | For | For | For | |||||
4. | Vote on an advisory resolution on the frequency (whether every year, every two years, or every three years) of future votes on an advisory resolution on executive compensation | Management | 1 Year | 1 Year | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 271,119 | 0 | 20-Apr-2023 | 20-Apr-2023 |
TELENET GROUP HOLDING NV
Security | B89957110 | Meeting Type | Annual General Meeting | |||||
Ticker Symbol | Meeting Date | 26-Apr-2023 | ||||||
ISIN | BE0003826436 | Agenda | 716832010 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | VOTING MUST BE LODGED WITH BENEFICIAL OWNER DETAILS AS PROVIDED BY YOUR-CUSTODIAN BANK. ACCOUNTS WITH MULTIPLE BENEFICIAL OWNERS WILL REQUIRE- DISCLOSURE OF EACH BENEFICIAL OWNER NAME, ADDRESS AND SHARE POSITION | Non-Voting | ||||||||
CMMT | A BENEFICIAL OWNER SIGNED POWER OF ATTORNEY (POA) MAY BE REQUIRED TO LODGE-VOTING INSTRUCTIONS. IF NO POA IS SUBMITTED, YOUR INSTRUCTIONS MAY BE-REJECTED | Non-Voting | ||||||||
CMMT | VOTING MUST BE LODGED WITH SHAREHOLDER DETAILS AS PROVIDED BY YOUR CUSTODIAN-BANK. IF NO SHAREHOLDER DETAILS ARE PROVIDED, YOUR INSTRUCTIONS MAY BE-REJECTED | Non-Voting | ||||||||
CMMT | INTERMEDIARY CLIENTS ONLY—PLEASE NOTE THAT IF YOU ARE CLASSIFIED AS AN-INTERMEDIARY CLIENT UNDER THE SHAREHOLDER RIGHTS DIRECTIVE II, YOU SHOULD BE- PROVIDING THE UNDERLYING SHAREHOLDER INFORMATION AT THE VOTE INSTRUCTION-LEVEL. IF YOU ARE UNSURE ON HOW TO PROVIDE THIS LEVEL OF DATA TO BROADRIDGE- OUTSIDE OF PROXYEDGE, PLEASE SPEAK TO YOUR DEDICATED CLIENT SERVICE-REPRESENTATIVE FOR ASSISTANCE | Non-Voting | ||||||||
1. | RECEIVE DIRECTORS’ AND AUDITORS’ REPORTS | Non-Voting | ||||||||
2. | RECEIVE CONSOLIDATED FINANCIAL STATEMENTS AND STATUTORY REPORTS | Non-Voting | ||||||||
3. | APPROVE FINANCIAL STATEMENTS, ALLOCATION OF INCOME AND DIVIDENDS OF EUR 1.0 PER SHARE | Management | For | For | For | |||||
4. | APPROVE REMUNERATION REPORT | Management | For | For | For | |||||
5. | APPROVE REMUNERATION POLICY | Management | For | For | For | |||||
6.a. | APPROVE DISCHARGE OF JOVB BV, PERMANENTLY REPRESENTED BY JO VAN BIESBROECK, AS DIRECTOR | Management | For | For | For | |||||
6.b. | APPROVE DISCHARGE OF LIEVE CRETEN BV, PERMANENTLY REPRESENTED BY LIEVE CRETEN, AS DIRECTOR | Management | For | For | For | |||||
6.c. | APPROVE DISCHARGE OF JOHN GILBERT AS DIRECTOR | Management | For | For | For | |||||
6.d. | APPROVE DISCHARGE OF DIRK JS VAN DEN BERGHE LTD., PERMANENTLY REPRESENTED BY DIRK JS VAN DEN BERGHE, AS DIRECTOR | Management | For | For | For | |||||
6.e. | APPROVE DISCHARGE OF JOHN PORTER AS DIRECTOR | Management | For | For | For | |||||
6.f. | APPROVE DISCHARGE OF CHARLES H. BRACKEN AS DIRECTOR | Management | For | For | For |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
6.g. | APPROVE DISCHARGE OF ENRIQUE RODRIGUEZ AS DIRECTOR | Management | For | For | For | |||||
6.h. | APPROVE DISCHARGE OF AMY BLAIR AS DIRECTOR | Management | For | For | For | |||||
6.i. | APPROVE DISCHARGE OF MANUEL KOHNSTAMM AS DIRECTOR | Management | For | For | For | |||||
6.j. | APPROVE DISCHARGE OF SEVERINA PASCU AS DIRECTOR | Management | For | For | For | |||||
6.k. | APPROVE DISCHARGE OF MADALINA SUCEVEANU AS DIRECTOR | Management | For | For | For | |||||
7. | APPROVE DISCHARGE OF AUDITORS | Management | For | For | For | |||||
8.a. | REELECT JOVB BV, PERMANENTLY REPRESENTED BY JO VAN BIESBROECK, AS INDEPENDENT DIRECTOR | Management | For | For | For | |||||
8.b. | REELECT MANUEL KOHNSTAMM AS DIRECTOR | Management | For | For | For | |||||
8.c. | REELECT ENRIQUE RODRIGUEZ AS DIRECTOR | Management | For | For | For | |||||
9. | RATIFY KPMG AS AUDITORS AND APPROVE AUDITORS’ REMUNERATION | Management | For | For | For | |||||
10. | APPROVE CHANGE-OF-CONTROL CLAUSE RE: RESTRICTED SHARES PLANS | Management | For | For | For | |||||
CMMT | 31 MAR 2023: PLEASE NOTE THAT THIS IS A REVISION DUE TO MODIFICATION OF TEXT-OF RESOLUTION 3 AND CHANGE IN NUMBERING OF ALL RESOLUTIONS. IF YOU HAVE-ALREADY SENT IN YOUR VOTES, PLEASE DO NOT VOTE AGAIN UNLESS YOU DECIDE TO- AMEND YOUR ORIGINAL INSTRUCTIONS. THANK YOU | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 24,701 | 0 | 19-Apr-2023 | 19-Apr-2023 |
CARDIOVASCULAR SYSTEMS, INC.
Security | 141619106 | Meeting Type | Special | |||||
Ticker Symbol | CSII | Meeting Date | 27-Apr-2023 | |||||
ISIN | US1416191062 | Agenda | 935800880 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated February 8, 2023 (such agreement, as it may be amended, modified or supplemented from time to time, the “Merger Agreement”), by and among Cardiovascular Systems, Inc. (“CSI”), Abbott Laboratories (“Abbott”), and Cobra Acquisition Co. (“Merger Sub”). Upon the terms and subject to the conditions of the Merger Agreement, Abbott will acquire CSI via a merger of Merger Sub with and into CSI, with CSI continuing as the surviving corporation and a wholly owned subsidiary of Abbott (the “Merger”). | Management | For | For | For | |||||
2. | To approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to CSI’s named executive officers that is based on or otherwise relates to the Merger Agreement, the Merger, and the other transactions contemplated by the Merger Agreement. | Management | For | For | For | |||||
3. | To adjourn the Special Meeting to a later date or dates, if necessary or appropriate, including to solicit additional proxies to approve the proposal to adopt the Merger Agreement if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 164,939 | 0 | 24-Apr-2023 | 24-Apr-2023 |
GLOBUS MEDICAL, INC.
Security | 379577208 | Meeting Type | Special | |||||
Ticker Symbol | GMED | Meeting Date | 27-Apr-2023 | |||||
ISIN | US3795772082 | Agenda | 935813964 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To approve the issuance of shares of Class A common stock, par value $0.001 per share, of Globus Medical, Inc. (“Globus”) in connection with the merger contemplated by the Agreement and Plan of Merger, dated as of February 8, 2023, by and among Globus, NuVasive, Inc. and Zebra Merger Sub, Inc. (the “Globus Share Issuance Proposal”). | Management | For | |||||||
2. | To approve adjournments of the special meeting from time to time, if necessary or appropriate, including to solicit additional proxies in favor of the Globus Share Issuance Proposal if there are insufficient votes at the time of such adjournment to approve such proposal. | Management | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 12,047 | 0 |
UNI-SELECT INC.
Security | 90457D100 | Meeting Type | Special | |||||
Ticker Symbol | UNIEF | Meeting Date | 27-Apr-2023 | |||||
ISIN | CA90457D1006 | Agenda | 935800777 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | To consider and, if deemed advisable, to pass, with or without variation, a special resolution, the full text of which is set forth in Appendix C attached to the accompanying management proxy circular, approving a statutory plan of arrangement under the provisions of Chapter XVI—Division II of the Business Corporations Act (Québec) involving the Corporation, LKQ Corporation (“LKQ”) and 9485-4692 Québec Inc., a wholly-owned subsidiary of LKQ, as more particularly described in the accompanying management proxy circular. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76ESSTA 01 OM | LG MASTERS ALT STRATEGIES FUND | Y76E | STATE STREET TRUST | 76,724 | 0 | 20-Apr-2023 | 20-Apr-2023 |
BAYER AG
Security | D0712D163 | Meeting Type | Annual General Meeting | |||||
Ticker Symbol | Meeting Date | 28-Apr-2023 | ||||||
ISIN | DE000BAY0017 | Agenda | 716759026 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | VOTING MUST BE LODGED WITH SHAREHOLDER DETAILS AS PROVIDED BY YOUR CUSTODIAN.-IF NO SHAREHOLDER DETAILS ARE PROVIDED, YOUR INSTRUCTION MAY BE REJECTED. | Non-Voting | ||||||||
1 | RECEIVE FINANCIAL STATEMENTS AND STATUTORY REPORTS; APPROVE ALLOCATION OF INCOME AND DIVIDENDS OF EUR 2.40 PER SHARE FOR FISCAL YEAR 2022 | Management | For | |||||||
2 | APPROVE DISCHARGE OF MANAGEMENT BOARD FOR FISCAL YEAR 2022 | Management | For | |||||||
3 | APPROVE DISCHARGE OF SUPERVISORY BOARD FOR FISCAL YEAR 2022 | Management | For | |||||||
4.1 | ELECT NORBERT WINKELJOHANN TO THE SUPERVISORY BOARD | Management | For | |||||||
4.2 | ELECT KIMBERLY MATHISEN TO THE SUPERVISORY BOARD | Management | For | |||||||
5 | APPROVE REMUNERATION REPORT | Management | For | |||||||
6 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2025 | Management | For | |||||||
7 | AMEND ARTICLES RE: PARTICIPATION OF SUPERVISORY BOARD MEMBERS IN THE ANNUAL GENERAL MEETING BY MEANS OF AUDIO AND VIDEO TRANSMISSION | Management | For | |||||||
8 | RATIFY DELOITTE GMBH AS AUDITORS FOR FISCAL YEAR 2023 AND FOR THE REVIEW OF INTERIM FINANCIAL REPORTS FOR THE FIRST HALF OF FISCAL YEAR 2023, Q3 2023 AND Q1 2024 | Management | For | |||||||
9 | WITH REGARD TO MOTIONS AND ELECTION PROPOSALS BY STOCKHOLDERS WHICH ARE NOT TO BE MADE AVAILABLE BEFORE THE ANNUAL STOCKHOLDERS MEETING AND WHICH ARE ONLY SUBMITTED OR | Management | Abstain | |||||||
AMENDED DURING THE ANNUAL STOCKHOLDERS MEETING, I VOTE AS FOLLOWS (PLEASE NOTE THAT THERE IS NO MANAGEMENT RECOMMENDATION AVAILABLE, HOWEVER FOR TECHNICAL REASONS IT HAS BEEN SET TO ABSTAIN) |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | FROM 10TH FEBRUARY, BROADRIDGE WILL CODE ALL AGENDAS FOR GERMAN MEETINGS IN-ENGLISH ONLY. IF YOU WISH TO SEE THE AGENDA IN GERMAN, THIS WILL BE MADE- AVAILABLE AS A LINK UNDER THE MATERIAL URL DROPDOWN AT THE TOP OF THE BALLOT.-THE GERMAN AGENDAS FOR ANY EXISTING OR PAST MEETINGS WILL REMAIN IN PLACE.- FOR FURTHER INFORMATION, PLEASE CONTACT YOUR CLIENT SERVICE REPRESENTATIVE. | Non-Voting | ||||||||
CMMT | PLEASE NOTE THAT FOLLOWING THE AMENDMENT TO PARAGRAPH 21 OF THE SECURITIES-TRADE ACT ON 9TH JULY 2015 AND THE OVER-RULING OF THE DISTRICT COURT IN-COLOGNE JUDGMENT FROM 6TH JUNE 2012 THE VOTING PROCESS HAS NOW CHANGED WITH-REGARD TO THE GERMAN REGISTERED SHARES. AS A RESULT, IT IS NOW THE-RESPONSIBILITY OF THE END-INVESTOR (I.E. FINAL BENEFICIARY) AND NOT THE- INTERMEDIARY TO DISCLOSE RESPECTIVE FINAL BENEFICIARY VOTING RIGHTS THEREFORE-THE CUSTODIAN BANK / AGENT IN THE MARKET WILL BE SENDING THE VOTING DIRECTLY-TO MARKET AND IT IS THE END INVESTORS RESPONSIBILITY TO ENSURE THE- REGISTRATION ELEMENT IS COMPLETE WITH THE ISSUER DIRECTLY, SHOULD THEY HOLD-MORE THAN 3 % OF THE TOTAL SHARE CAPITAL | Non-Voting | ||||||||
CMMT | THE VOTE/REGISTRATION DEADLINE AS DISPLAYED ON PROXYEDGE IS SUBJECT TO CHANGE-AND WILL BE UPDATED AS SOON AS BROADRIDGE RECEIVES CONFIRMATION FROM THE SUB-CUSTODIANS REGARDING THEIR INSTRUCTION DEADLINE. FOR ANY QUERIES PLEASE-CONTACT YOUR CLIENT SERVICES REPRESENTATIVE. | Non-Voting | ||||||||
CMMT | ACCORDING TO GERMAN LAW, IN CASE OF SPECIFIC CONFLICTS OF INTEREST IN-CONNECTION WITH SPECIFIC ITEMS OF THE AGENDA FOR THE GENERAL MEETING YOU ARE-NOT ENTITLED TO EXERCISE YOUR VOTING RIGHTS. FURTHER, YOUR VOTING RIGHT MIGHT-BE EXCLUDED WHEN YOUR SHARE IN VOTING RIGHTS HAS REACHED CERTAIN THRESHOLDS-AND YOU HAVE NOT COMPLIED WITH ANY OF YOUR MANDATORY VOTING RIGHTS-NOTIFICATIONS PURSUANT TO THE GERMAN SECURITIES TRADING ACT (WPHG). FOR-QUESTIONS IN THIS REGARD PLEASE CONTACT YOUR CLIENT SERVICE REPRESENTATIVE- FOR CLARIFICATION. IF YOU DO NOT HAVE ANY INDICATION REGARDING SUCH CONFLICT-OF INTEREST, OR ANOTHER EXCLUSION FROM VOTING, PLEASE SUBMIT YOUR VOTE AS- USUAL. | Non-Voting |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | FURTHER INFORMATION ON COUNTER PROPOSALS CAN BE FOUND DIRECTLY ON THE-ISSUER’S WEBSITE (PLEASE REFER TO THE MATERIAL URL SECTION OF THE-APPLICATION). IF YOU WISH TO ACT ON THESE ITEMS, YOU WILL NEED TO REQUEST A- MEETING ATTEND AND VOTE YOUR SHARES DIRECTLY AT THE COMPANY’S MEETING.-COUNTER PROPOSALS CANNOT BE REFLECTED IN THE BALLOT ON PROXYEDGE. | Non-Voting | ||||||||
CMMT | INTERMEDIARY CLIENTS ONLY—PLEASE NOTE THAT IF YOU ARE CLASSIFIED AS AN-INTERMEDIARY CLIENT UNDER THE SHAREHOLDER RIGHTS DIRECTIVE II, YOU SHOULD BE- PROVIDING THE UNDERLYING SHAREHOLDER INFORMATION AT THE VOTE INSTRUCTION-LEVEL. IF YOU ARE UNSURE ON HOW TO PROVIDE THIS LEVEL OF DATA TO BROADRIDGE- OUTSIDE OF PROXYEDGE, PLEASE SPEAK TO YOUR DEDICATED CLIENT SERVICE-REPRESENTATIVE FOR ASSISTANCE | Non-Voting | ||||||||
CMMT | PLEASE NOTE THAT IF YOU HOLD CREST DEPOSITORY INTERESTS (CDIS) AND-PARTICIPATE AT THIS MEETING, YOU (OR YOUR CREST SPONSORED MEMBER/CUSTODIAN)-WILL BE REQUIRED TO INSTRUCT A TRANSFER OF THE RELEVANT CDIS TO THE ESCROW-ACCOUNT SPECIFIED IN THE | Non-Voting | ||||||||
ASSOCIATED CORPORATE EVENT IN THE CREST SYSTEM. THIS-TRANSFER WILL NEED TO BE COMPLETED BY THE SPECIFIED CREST SYSTEM DEADLINE.- ONCE THIS TRANSFER HAS SETTLED, THE CDIS WILL BE BLOCKED IN THE CREST SYSTEM.-THE CDIS WILL TYPICALLY BE RELEASED FROM ESCROW AS SOON AS PRACTICABLE ON-RECORD DATE +1 DAY (OR ON MEETING DATE +1 DAY IF NO RECORD DATE APPLIES)-UNLESS OTHERWISE SPECIFIED, AND ONLY AFTER THE AGENT HAS CONFIRMED-AVAILABILITY OF THE POSITION. IN ORDER FOR A VOTE TO BE ACCEPTED, THE VOTED- POSITION MUST BE BLOCKED IN THE REQUIRED ESCROW ACCOUNT IN THE CREST SYSTEM.-BY VOTING ON THIS MEETING, YOUR CREST SPONSORED MEMBER/CUSTODIAN MAY USE YOUR- VOTE INSTRUCTION AS THE AUTHORIZATION TO TAKE THE NECESSARY ACTION WHICH WILL- INCLUDE TRANSFERRING YOUR INSTRUCTED POSITION TO ESCROW. PLEASE CONTACT YOUR-CREST SPONSORED MEMBER/CUSTODIAN DIRECTLY FOR FURTHER INFORMATION ON THE-CUSTODY PROCESS AND WHETHER OR NOT THEY REQUIRE SEPARATE INSTRUCTIONS FROM-YOU | ||||||||||
CMMT | PLEASE NOTE SHARE BLOCKING WILL APPLY FOR ANY VOTED POSITIONS SETTLING-THROUGH EUROCLEAR BANK. | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 13,335 | 0 |
BLACK KNIGHT, INC.
Security | 09215C105 | Meeting Type | Special | |||||
Ticker Symbol | BKI | Meeting Date | 28-Apr-2023 | |||||
ISIN | US09215C1053 | Agenda | 935816631 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | Proposal to approve and adopt the Agreement and Plan of Merger, dated as of May 4, 2022, as amended by Amendment No. 1 thereto, dated as of March 7, 2023, among Intercontinental Exchange, Inc., Sand Merger Sub Corporation and Black Knight (as may be further amended from time to time) (the “merger proposal”). | Management | For | For | For | |||||
2. | Proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to Black Knight’s named executive officers that is based on or otherwise relates to the merger (the “compensation proposal”). | Management | For | For | For | |||||
3. | Proposal to adjourn or postpone the special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the merger proposal or to ensure that any supplement or amendment to the accompanying proxy statement/prospectus is timely provided to holders of Black Knight common stock (the “adjournment proposal”). | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 7,048 | 0 | 24-Apr-2023 | 24-Apr-2023 |
OAK STREET HEALTH, INC.
Security | 67181A107 | Meeting Type | Special | |||||
Ticker Symbol | OSH | Meeting Date | 28-Apr-2023 | |||||
ISIN | US67181A1079 | Agenda | 935811326 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of February 7, 2023 (as it may be amended from time to time, the “Merger Agreement”), by and among Oak Street Health, Inc., CVS Pharmacy, Inc., Halo Merger Sub Corp., a wholly owned subsidiary of CVS Pharmacy, Inc., and, solely for the limited purposes set forth therein, CVS Health Corporation, pursuant to which Halo Merger Sub Corp. will merge with and into Oak Street Health, Inc., with Oak Street Health, Inc. continuing as the surviving corporation and wholly owned subsidiary of CVS Pharmacy, Inc (the “Merger”). | Management | For | For | For | |||||
2. | To approve, on an advisory, non-binding basis, the compensation that may be paid or may become payable to the named executive officers of Oak Street Health in connection with the Merger. | Management | For | For | For | |||||
3. | To adjourn the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 40,166 | 0 | 24-Apr-2023 | 24-Apr-2023 |
HYVE GROUP PLC
Security | G4690X123 | Meeting Type | Court Meeting | |||||
Ticker Symbol | Meeting Date | 03-May-2023 | ||||||
ISIN | GB00BKP36R26 | Agenda | 716926552 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | TO APPROVE THE SCHEME | Management | Abstain | For | Against | |||||
CMMT | PLEASE NOTE THAT ABSTAIN IS NOT A VALID VOTE OPTION FOR THIS MEETING TYPE.-PLEASE CHOOSE BETWEEN “FOR” AND “AGAINST” ONLY. SHOULD YOU CHOOSE TO VOTE- ABSTAIN FOR THIS MEETING THEN YOUR VOTE WILL BE DISREGARDED BY THE ISSUER OR-ISSUERS AGENT. | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 580,507 | 0 | 24-Apr-2023 | 24-Apr-2023 |
HYVE GROUP PLC
Security | G4690X123 | Meeting Type | ExtraOrdinary General Meeting | |||||
Ticker Symbol | Meeting Date | 03-May-2023 | ||||||
ISIN | GB00BKP36R26 | Agenda | 716930993 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | TO GIVE EFFECT TO THE SCHEME, INCLUDING BUT NOT LIMITED TO, AUTHORISING THE DIRECTORS OF THE COMPANY (OR A DULY AUTHORISED COMMITTEE OF THE DIRECTORS) TO TAKE ALL SUCH ACTION AS THEY MAY CONSIDER NECESSARY OR APPROPRIATE TO ENSURE THE SCHEME BECOMES EFFECTIVE, AND TO APPROVE THE AMENDMENTS TO THE ARTICLES OF ASSOCIATION OF THE COMPANY, AS SET OUT IN THE NOTICE OF GENERAL MEETING CONTAINED IN PART X OF THE SCHEME DOCUMENT | Management | Abstain | For | Against |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 580,507 | 0 | 24-Apr-2023 | 24-Apr-2023 |
ROGERS CORPORATION
Security | 775133101 | Meeting Type | Annual | |||||
Ticker Symbol | ROG | Meeting Date | 04-May-2023 | |||||
ISIN | US7751331015 | Agenda | 935790320 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | DIRECTOR | Management | ||||||||
1 Keith L. Barnes | For | For | For | |||||||
2 Larry L. Berger | For | For | For | |||||||
3 Megan Faust | For | For | For | |||||||
4 R. Colin Gouveia | For | For | For | |||||||
5 Armand F. Lauzon, Jr. | For | For | For | |||||||
6 Ganesh Moorthy | For | For | For | |||||||
7 Jeffrey J. Owens | For | For | For | |||||||
8 Anne K. Roby | For | For | For | |||||||
9 Peter C. Wallace | For | For | For | |||||||
2. | To ratify the selection of PricewaterhouseCoopers LLP (“PwC”) as our independent auditor for 2023. | Management | For | For | For | |||||
3. | To approve, on a non-binding advisory basis, the compensation paid to our named executive officers. | Management | For | For | For | |||||
4. | To approve, on a non-binding advisory basis, the frequency of future non-binding advisory votes on the compensation paid to our named executive officers. | Management | 1 Year | 1 Year | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 12,608 | 0 | 03-May-2023 | 03-May-2023 |
RITCHIE BROS. AUCTIONEERS INCORPORATED
Security | 767744105 | Meeting Type | Annual | |||||
Ticker Symbol | RBA | Meeting Date | 08-May-2023 | |||||
ISIN | CA7677441056 | Agenda | 935828458 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1a. | Election of Director: Erik Olsson | Management | For | For | For | |||||
1b. | Election of Director: Ann Fandozzi | Management | For | For | For | |||||
1c. | Election of Director: Brian Bales | Management | For | For | For | |||||
1d. | Election of Director: William Breslin | Management | For | For | For | |||||
1e. | Election of Director: Adam DeWitt | Management | For | For | For | |||||
1f. | Election of Director: Robert G. Elton | Management | For | For | For | |||||
1g. | Election of Director: Lisa Hook | Management | For | For | For | |||||
1h. | Election of Director: Timothy O’Day | Management | For | For | For | |||||
1i. | Election of Director: Sarah Raiss | Management | For | For | For | |||||
1j. | Election of Director: Michael Sieger | Management | For | For | For | |||||
1k. | Election of Director: Jeffrey C. Smith | Management | For | For | For | |||||
1l. | Election of Director: Carol M. Stephenson | Management | For | For | For | |||||
2. | Appointment of Ernst & Young LLP as auditors of the Company until the next annual meeting of the Company and authorizing the Audit Committee to fix their remuneration. Please note: Voting option ‘Against’ = ‘Withhold’ | Management | For | For | For | |||||
3. | Approval, on an advisory basis, of a non- binding resolution accepting the Company’s approach to executive compensation. | Management | For | For | For | |||||
4. | To consider and, if deemed advisable, to pass, with or without variation, an ordinary resolution approving the Company’s Share Incentive Plan, the full text of which resolution is set out in the accompanying proxy statement. | Management | For | For | For | |||||
5. | To consider and, if deemed advisable, to pass, with or without variation, an ordinary resolution approving the Company’s Employee Stock Purchase Plan, the full text of which resolution is set out in the accompanying proxy statement. | Management | For | For | For | |||||
6. | To consider and, if deemed advisable, to pass, with or without variation, a special resolution authorizing the Company to amend its articles to change its name to “RB Global, Inc.” or such other name as is acceptable to the Company and applicable regulatory authorities, the full text of which resolution is set out in the accompanying proxy statement. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 5,847 | 0 | 01-May-2023 | 01-May-2023 |
NATIONAL INSTRUMENTS CORPORATION
Security | 636518102 | Meeting Type | Annual | |||||
Ticker Symbol | NATI | Meeting Date | 09-May-2023 | |||||
ISIN | US6365181022 | Agenda | 935791930 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | DIRECTOR | Management | ||||||||
1 Michael E. McGrath | For | For | For | |||||||
2 Alexander M. Davern | For | For | For | |||||||
2. | To approve, on an advisory (non-binding) basis, National Instruments Corporation’s executive compensation program. | Management | For | For | For | |||||
3. | To approve, on an advisory (non-binding) basis, the frequency of stockholder votes on National Instruments Corporation’s executive compensation program. | Management | 1 Year | 1 Year | For | |||||
4. | To ratify the appointment of Ernst & Young LLP as National Instruments Corporation’s independent registered public accounting firm for the fiscal year ending December 31, 2023. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 12,000 | 0 | 05-May-2023 | 05-May-2023 |
PNM RESOURCES, INC.
Security | 69349H107 | Meeting Type | Annual | |||||
Ticker Symbol | PNM | Meeting Date | 09-May-2023 | |||||
ISIN | US69349H1077 | Agenda | 935799695 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1A. | Election of Director: Vicky A. Bailey | Management | For | For | For | |||||
1B. | Election of Director: Norman P. Becker | Management | For | For | For | |||||
1C. | Election of Director: Patricia K. Collawn | Management | For | For | For | |||||
1D. | Election of Director: E. Renae Conley | Management | For | For | For | |||||
1E. | Election of Director: Alan J. Fohrer | Management | For | For | For | |||||
1F. | Election of Director: Sidney M. Gutierrez | Management | For | For | For | |||||
1G. | Election of Director: James A. Hughes | Management | For | For | For | |||||
1H. | Election of Director: Maureen T. Mullarkey | Management | For | For | For | |||||
1I. | Election of Director: Donald K. Schwanz | Management | For | For | For | |||||
2. | Ratify the appointment of KPMG LLP as our independent registered public accounting firm for 2023. | Management | For | For | For | |||||
3. | Approve the 2023 Performance Equity Plan. | Management | For | For | For | |||||
4. | Approve, on an advisory basis, the compensation of our named executive officers as disclosed in the 2023 proxy statement. | Management | For | For | For | |||||
5. | To recommend, by non-binding vote, the frequency of executive compensation votes. | Management | 1 Year | 1 Year | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 140,776 | 0 | 05-May-2023 | 05-May-2023 |
SWEDISH ORPHAN BIOVITRUM AB
Security | W95637117 | Meeting Type | Annual General Meeting | |||||
Ticker Symbol | Meeting Date | 09-May-2023 | ||||||
ISIN | SE0000872095 | Agenda | 716867924 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | AN ABSTAIN VOTE CAN HAVE THE SAME EFFECT AS AN AGAINST VOTE IF THE MEETING-REQUIRES APPROVAL FROM THE MAJORITY OF PARTICIPANTS TO PASS A RESOLUTION | Non-Voting | ||||||||
CMMT | VOTING MUST BE LODGED WITH BENEFICIAL OWNER DETAILS AS PROVIDED BY YOUR-CUSTODIAN BANK. ACCOUNTS WITH MULTIPLE BENEFICIAL OWNERS WILL REQUIRE- DISCLOSURE OF EACH BENEFICIAL OWNER NAME, ADDRESS AND SHARE POSITION | Non-Voting | ||||||||
CMMT | A BENEFICIAL OWNER SIGNED POWER OF ATTORNEY (POA) IS REQUIRED TO LODGE YOUR-VOTING INSTRUCTIONS. IF NO POA IS SUBMITTED, YOUR VOTING INSTRUCTIONS MAY BE- REJECTED | Non-Voting | ||||||||
CMMT | VOTING MUST BE LODGED WITH SHAREHOLDER DETAILS AS PROVIDED BY YOUR CUSTODIAN-BANK. IF NO SHAREHOLDER DETAILS ARE PROVIDED, YOUR INSTRUCTIONS MAY BE-REJECTED | Non-Voting | ||||||||
1 | OPEN MEETING | Non-Voting | ||||||||
2 | ELECT CHAIRMAN OF MEETING | Management | For | For | For | |||||
3 | PREPARE AND APPROVE LIST OF SHAREHOLDERS | Management | For | For | For | |||||
4 | APPROVE AGENDA OF MEETING | Management | For | For | For | |||||
5 | DESIGNATE INSPECTOR(S) OF MINUTES OF MEETING | Non-Voting | ||||||||
6 | ACKNOWLEDGE PROPER CONVENING OF MEETING | Management | For | For | For | |||||
7 | RECEIVE FINANCIAL STATEMENTS AND STATUTORY REPORTS | Non-Voting | ||||||||
8 | RECEIVE PRESIDENT’S REPORT | Non-Voting | ||||||||
9 | RECEIVE REPORT ON WORK OF BOARD AND COMMITTEES | Non-Voting | ||||||||
10 | ACCEPT FINANCIAL STATEMENTS AND STATUTORY REPORTS | Management | For | For | For | |||||
11 | APPROVE ALLOCATION OF INCOME AND OMISSION OF DIVIDENDS | Management | For | For | For |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
12.1 | APPROVE DISCHARGE OF HAKAN BJORKLUND | Management | For | For | For | |||||
12.2 | APPROVE DISCHARGE OF ANNETTE CLANCY | Management | For | For | For | |||||
12.3 | APPROVE DISCHARGE OF MATTHEW GANTZ | Management | For | For | For | |||||
12.4 | APPROVE DISCHARGE OF BO JESPER HANSE | Management | For | For | For | |||||
12.5 | APPROVE DISCHARGE OF HELENA SAXON | Management | For | For | For | |||||
12.6 | APPROVE DISCHARGE OF STAFFAN SCHUBERG | Management | For | For | For | |||||
12.7 | APPROVE DISCHARGE OF FILIPPA STENBERG | Management | For | For | For | |||||
12.8 | APPROVE DISCHARGE OF ELISABETH SVANBERG | Management | For | For | For | |||||
12.9 | APPROVE DISCHARGE OF PIA AXELSON | Management | For | For | For | |||||
12.10 | APPROVE DISCHARGE OF ERIKA HUSING | Management | For | For | For | |||||
12.11 | APPROVE DISCHARGE OF LINDA LARSSON | Management | For | For | For | |||||
12.12 | APPROVE DISCHARGE OF KATY MAZIBUKO | Management | For | For | For | |||||
12.13 | APPROVE DISCHARGE OF CEO GUIDO OELKERS | Management | For | For | For | |||||
13.1 | APPROVE REMUNERATION OF DIRECTORS IN THE AMOUNT OF SEK 1.7 FOR CHAIRMAN, AND SEK 570,000 FOR OTHER DIRECTORS; APPROVE REMUNERATION FOR COMMITTEE WORK; APPROVE MEETING FEES | Management | For | For | For | |||||
13.2 | APPROVE REMUNERATION OF AUDITORS | Management | For | For | For | |||||
14.1 | DETERMINE NUMBER OF MEMBERS (7) AND DEPUTY MEMBERS (0) OF BOARD | Management | For | For | For | |||||
14.2 | DETERMINE NUMBER OF AUDITORS (1) AND DEPUTY AUDITORS (0) | Management | For | For | For | |||||
15.A | REELECT ANNETTE CLANCY AS DIRECTOR | Management | For | For | For | |||||
15.B | REELECT BO JESPER HANSEN AS DIRECTOR | Management | For | For | For | |||||
15.C | REELECT HELENA SAXON AS DIRECTOR | Management | For | For | For | |||||
15.D | REELECT STAFFAN SCHUBERG AS DIRECTOR | Management | For | For | For | |||||
15.E | REELECT FILIPPA STENBERG AS DIRECTOR | Management | For | For | For | |||||
15.F | ELECT CHRISTOPHE BOURDON AS NEW DIRECTOR | Management | For | For | For | |||||
15.G | ELECT ANDERS ULLMAN AS NEW DIRECTOR | Management | For | For | For | |||||
15.H | ELECT BO JESPER HANSEN AS BOARD CHAIR | Management | For | For | For | |||||
15.I | RATIFY ERNST YOUNG AS AUDITORS | Management | For | For | For | |||||
16 | APPROVE REMUNERATION REPORT | Management | For | For | For |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
17.A1 | APPROVE LONG TERM INCENTIVE PROGRAM (MANAGEMENT PROGRAM) | Management | For | For | For | |||||
17.A2 | APPROVE LONG TERM INCENTIVE PROGRAM (ALL EMPLOYEE PROGRAM) | Management | For | For | For | |||||
17.B1 | APPROVE EQUITY PLAN FINANCING (MANAGEMENT PROGRAM) | Management | For | For | For | |||||
17.B2 | APPROVE EQUITY PLAN FINANCING (ALL EMPLOYEE PROGRAM) | Management | For | For | For | |||||
17.C | APPROVE ALTERNATIVE EQUITY PLAN FINANCING | Management | For | For | For | |||||
18 | APPROVE CREATION OF POOL OF CAPITAL WITHOUT PREEMPTIVE RIGHTS | Management | For | For | For | |||||
19 | APPROVE TRANSFER OF SHARES IN CONNECTION WITH PREVIOUS SHARE PROGRAMS | Management | For | For | For | |||||
20 | CLOSE MEETING | Non-Voting | ||||||||
CMMT | INTERMEDIARY CLIENTS ONLY - PLEASE NOTE THAT IF YOU ARE CLASSIFIED AS AN-INTERMEDIARY CLIENT UNDER THE SHAREHOLDER RIGHTS DIRECTIVE II, YOU SHOULD BE- PROVIDING THE UNDERLYING SHAREHOLDER INFORMATION AT THE VOTE INSTRUCTION-LEVEL. IF YOU ARE UNSURE ON HOW TO PROVIDE THIS LEVEL OF DATA TO BROADRIDGE- OUTSIDE OF PROXYEDGE, PLEASE SPEAK TO YOUR DEDICATED CLIENT SERVICE-REPRESENTATIVE FOR ASSISTANCE | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 42,947 | 0 | 01-May-2023 | 01-May-2023 |
SUMO LOGIC, INC.
Security | 86646P103 | Meeting Type | Special | |||||
Ticker Symbol | SUMO | Meeting Date | 10-May-2023 | |||||
ISIN | US86646P1030 | Agenda | 935828927 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger (as it may be amended from time to time), dated as of February 9, 2023, between Serrano Parent, LLC, Serrano Merger Sub, Inc. and Sumo Logic (the “merger agreement”) and approve the merger. | Management | For | For | For | |||||
2. | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Sumo Logic to its named executive officers in connection with the merger. | Management | For | For | For | |||||
3. | To approve any proposal to adjourn the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the merger agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 402,367 | 0 | 05-May-2023 | 05-May-2023 |
TRAVELCENTERS OF AMERICA INC
Security | 89421B109 | Meeting Type | Special | |||||
Ticker Symbol | TA | Meeting Date | 10-May-2023 | |||||
ISIN | US89421B1098 | Agenda | 935818902 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To approve the merger (the “merger”) contemplated by the Agreement and Plan of Merger, dated as of February 15, 2023, among the Company, BP Products North America Inc., a Maryland corporation (“BP”) and Bluestar RTM Inc., a Maryland corporation and an indirect wholly-owned subsidiary of BP (“Merger Subsidiary”), pursuant to which Merger Subsidiary will be merged with and into the Company, with the Company surviving the merger. | Management | For | For | For | |||||
2. | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to TravelCenters’s named executive officers in connection with the merger, as described in the accompanying proxy statement. | Management | For | For | For | |||||
3. | To approve an adjournment of the special meeting, if necessary, to solicit additional proxies, in the event that there are insufficient votes to approve Proposal 1 at the special meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 26,374 | 0 | 08-May-2023 | 08-May-2023 |
EVOQUA WATER TECHNOLOGIES CORP.
Security | 30057T105 | Meeting Type | Special | |||||
Ticker Symbol | AQUA | Meeting Date | 11-May-2023 | |||||
ISIN | US30057T1051 | Agenda | 935836974 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | Merger Proposal - To adopt the Agreement and Plan of Merger, dated as of January 22, 2023 (as amended from time to time), by and among Xylem Inc., Fore Merger Sub, Inc. and Evoqua Water Technologies Corp. (the “Merger Proposal”). | Management | For | For | For | |||||
2. | Advisory Compensation Proposal - To approve, on an advisory (non-binding) basis, the compensation that will or may be paid to Evoqua Water Technologies Corp.’s named executive officers in connection with the merger. | Management | For | For | For | |||||
3. | Adjournment Proposal - To approve the adjournment of the Evoqua Water Technologies Corp. Special Meeting to solicit additional proxies if there are not sufficient votes cast at the Evoqua Water Technologies Corp. Special Meeting to approve the Merger Proposal or to ensure that any supplemental or amended disclosure, including any supplement or amendment to the joint proxy statement/prospectus, is timely provided to Evoqua Water Technologies Corp. stockholders. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 22,605 | 0 | 05-May-2023 | 05-May-2023 |
EXMAR NV
Security | B3886A108 | Meeting Type | ExtraOrdinary General Meeting | |||||
Ticker Symbol | Meeting Date | 16-May-2023 | ||||||
ISIN | BE0003808251 | Agenda | 717041317 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | VOTING MUST BE LODGED WITH BENEFICIAL OWNER DETAILS AS PROVIDED BY YOUR-CUSTODIAN BANK. ACCOUNTS WITH MULTIPLE BENEFICIAL OWNERS WILL REQUIRE- DISCLOSURE OF EACH BENEFICIAL OWNER NAME, ADDRESS AND SHARE POSITION | Non-Voting | ||||||||
CMMT | A BENEFICIAL OWNER SIGNED POWER OF ATTORNEY (POA) MAY BE REQUIRED TO LODGE-VOTING INSTRUCTIONS. IF NO POA IS SUBMITTED, YOUR INSTRUCTIONS MAY BE-REJECTED | Non-Voting | ||||||||
CMMT | VOTING MUST BE LODGED WITH SHAREHOLDER DETAILS AS PROVIDED BY YOUR CUSTODIAN-BANK. IF NO SHAREHOLDER DETAILS ARE PROVIDED, YOUR INSTRUCTIONS MAY BE-REJECTED | Non-Voting | ||||||||
1. | AUTHORIZATION OF THE BOARD OF DIRECTORS CONCERNING THE ACQUISITION AND DISPOSAL OF THE COMPANY’S SHARES AND PROFIT PARTICIPATION CERTIFICATES IN ORDER TO PREVENT A SERIOUS AND IMPENDING THREAT | Management | For | For | For | |||||
2. | AUTHORIZATION OF THE BOARD OF DIRECTORS TO IMPLEMENT THE AFOREMENTIONED RESOLUTIONS AND TO CO-ORDINATE THE ARTICLES OF ASSOCIATION | Management | For | For | For | |||||
3. | POWER OF ATTORNEY FOR CROSSROADS BANK FOR ENTERPRISES, ENTERPRISE COUNTER, REGISTRIES OF THE BUSINESS COURT, ADMINISTRATIONS AND TAXATION SERVICES | Management | For | For | For | |||||
CMMT | 24 APR 2023: INTERMEDIARY CLIENTS ONLY—PLEASE NOTE THAT IF YOU ARE-CLASSIFIED AS AN INTERMEDIARY CLIENT UNDER THE SHAREHOLDER RIGHTS DIRECTIVE-II, YOU SHOULD BE PROVIDING THE UNDERLYING SHAREHOLDER INFORMATION AT THE- | Non-Voting | ||||||||
VOTE INSTRUCTION LEVEL. IF YOU ARE UNSURE ON HOW TO PROVIDE THIS LEVEL OF-DATA TO BROADRIDGE OUTSIDE OF PROXYEDGE, PLEASE SPEAK TO YOUR DEDICATED-CLIENT SERVICE REPRESENTATIVE FOR ASSISTANCE | ||||||||||
CMMT | 24 APR 2023: PLEASE NOTE THAT THIS IS A REVISION DUE TO CHANGE IN NUMBERING-OF ALL RESOLUTIONS AND ADDITION OF COMMENT. IF YOU HAVE ALREADY SENT IN YOUR-VOTES, PLEASE DO NOT VOTE AGAIN UNLESS YOU DECIDE TO AMEND YOUR ORIGINAL-INSTRUCTIONS. THANK YOU | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 39,599 | 0 | 05-May-2023 | 05-May-2023 |
EXMAR NV
Security | B3886A108 | Meeting Type | Annual General Meeting | |||||
Ticker Symbol | Meeting Date | 16-May-2023 | ||||||
ISIN | BE0003808251 | Agenda | 717059213 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | VOTING MUST BE LODGED WITH BENEFICIAL OWNER DETAILS AS PROVIDED BY YOUR-CUSTODIAN BANK. ACCOUNTS WITH MULTIPLE BENEFICIAL OWNERS WILL REQUIRE- DISCLOSURE OF EACH BENEFICIAL OWNER NAME, ADDRESS AND SHARE POSITION | Non-Voting | ||||||||
CMMT | A BENEFICIAL OWNER SIGNED POWER OF ATTORNEY (POA) MAY BE REQUIRED TO LODGE-VOTING INSTRUCTIONS. IF NO POA IS SUBMITTED, YOUR INSTRUCTIONS MAY BE-REJECTED | Non-Voting | ||||||||
CMMT | VOTING MUST BE LODGED WITH SHAREHOLDER DETAILS AS PROVIDED BY YOUR CUSTODIAN-BANK. IF NO SHAREHOLDER DETAILS ARE PROVIDED, YOUR INSTRUCTIONS MAY BE-REJECTED | Non-Voting | ||||||||
1. | RECEIVE DIRECTORS’ AND AUDITORS’ REPORTS | Non-Voting | ||||||||
2.1 | APPROVE FINANCIAL STATEMENTS AND ALLOCATION OF INCOME | Management | For | For | For | |||||
2.2 | APPROVE DIVIDENDS OF EUR 1.00 PER SHARE | Management | Against | For | Against | |||||
3.1 | APPROVE DISCHARGE OF NICOLAS SAVERYS AS DIRECTOR | Management | For | For | For | |||||
3.2 | APPROVE DISCHARGE OF MICHEL DELBAERE AS INDEPENDENT DIRECTOR | Management | For | For | For | |||||
3.3 | APPROVE DISCHARGE OF PHILIPPE VLERICK AS DIRECTOR | Management | For | For | For | |||||
3.4 | APPROVE DISCHARGE OF WOUTER DE GEEST AS INDEPENDENT DIRECTOR | Management | For | For | For | |||||
3.5 | APPROVE DISCHARGE OF CARL- ANTOINE SAVERYS AS DIRECTOR | Management | For | For | For | |||||
3.6 | APPROVE DISCHARGE OF FMO BV, REPRESENTED BY FRANCIS MOTTRIE, AS DIRECTOR | Management | For | For | For | |||||
3.7 | APPROVE DISCHARGE OF ISABELLE VLEURINCK AS INDEPENDENT DIRECTOR | Management | For | For | For | |||||
3.8 | APPROVE DISCHARGE OF STEPHANIE SAVERYS AS DIRECTOR | Management | For | For | For | |||||
3.9 | APPROVE DISCHARGE OF MARYAM AYATI AS DIRECTOR | Management | For | For | For | |||||
3.10 | APPROVE DISCHARGE OF ACACIA I BV, REPRESENTED BY ELS VERBRAECKEN, AS DIRECTOR | Management | For | For | For | |||||
3.11 | APPROVE DISCHARGE OF DELOITTE AS AUDITOR | Management | For | For | For |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
4. | REELECT PHILIPPE VLERICK AS DIRECTOR | Management | For | For | For | |||||
5. | RATIFY DELOITTE AS AUDITOR | Management | For | For | For | |||||
6. | APPROVE REMUNERATION REPORT AND SHORT TERM VARIABLE REMUNERATION FOR SAVEREX NV | Management | For | For | For | |||||
7. | THE GENERAL MEETING TAKES NOTE OF THE CORPORATE GOVERNANCE STATEMENT | Non-Voting | ||||||||
8. | APPROVE CHANGE-OF-CONTROL CLAUSE RE: LOAN AGREEMENT | Management | For | For | For | |||||
CMMT | INTERMEDIARY CLIENTS ONLY—PLEASE NOTE THAT IF YOU ARE CLASSIFIED AS AN-INTERMEDIARY CLIENT UNDER THE SHAREHOLDER RIGHTS DIRECTIVE II, YOU SHOULD BE- PROVIDING THE UNDERLYING SHAREHOLDER INFORMATION AT THE VOTE INSTRUCTION-LEVEL. IF YOU ARE UNSURE ON HOW TO PROVIDE THIS LEVEL OF DATA TO BROADRIDGE- OUTSIDE OF PROXYEDGE, PLEASE SPEAK TO YOUR DEDICATED CLIENT SERVICE-REPRESENTATIVE FOR ASSISTANCE | Non-Voting | ||||||||
CMMT | PLEASE NOTE THAT THIS IS AN AMENDMENT TO MEETING ID 900170 DUE TO RECEIVED-UPDATED AGENDA. ALL VOTES RECEIVED ON THE PREVIOUS MEETING WILL BE- DISREGARDED AND YOU WILL NEED TO REINSTRUCT ON THIS MEETING NOTICE. THANK-YOU. | Non-Voting | ||||||||
CMMT | 24 APR 2023: PLEASE NOTE THAT THIS IS A REVISION DUE TO CHANGE IN NUMBERING-OF ALL RESOLUTIONS. IF YOU HAVE ALREADY SENT IN YOUR VOTES TO MID 904251,-PLEASE DO NOT VOTE AGAIN UNLESS YOU DECIDE TO AMEND YOUR ORIGINAL- INSTRUCTIONS. THANK YOU | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 39,599 | 0 | 05-May-2023 | 05-May-2023 |
INDUS REALTY TRUST INC
Security | 45580R103 | Meeting Type | Special | |||||
Ticker Symbol | INDT | Meeting Date | 17-May-2023 | |||||
ISIN | US45580R1032 | Agenda | 935834881 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To consider and vote on a proposal to approve the merger (the “merger”) of IR Merger Sub II, Inc., a Maryland corporation (“Merger Sub”) and wholly owned subsidiary of IR Parent, LLC, a Delaware limited liability company (“Parent”), with and into the Company, pursuant to the Agreement and Plan of Merger, dated as of February 22, 2023, as may be amended from time to time, by and among the Company, Parent and Merger Sub (the “merger proposal”). | Management | For | For | For | |||||
2. | To consider and vote on a proposal to approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our named executive officers in connection with the merger (the “advisory compensation proposal”). | Management | For | For | For | |||||
3. | To consider and vote on a proposal to approve any adjournment of the special meeting for the purpose of soliciting additional proxies if there are not sufficient votes at the special meeting to approve the merger proposal (the “adjournment proposal”). | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 24,523 | 0 | 15-May-2023 | 15-May-2023 |
JUST EAT TAKEAWAY.COM N.V.
Security | N4753E105 | Meeting Type | Annual General Meeting | |||||
Ticker Symbol | Meeting Date | 17-May-2023 | ||||||
ISIN | NL0012015705 | Agenda | 716928316 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | VOTING MUST BE LODGED WITH BENEFICIAL OWNER DETAILS AS PROVIDED BY YOUR-CUSTODIAN BANK. IF NO BENEFICIAL OWNER DETAILS ARE PROVIDED, YOUR-INSTRUCTIONS MAY BE REJECTED. | Non-Voting | ||||||||
CMMT | VOTING MUST BE LODGED WITH SHAREHOLDER DETAILS AS PROVIDED BY YOUR CUSTODIAN-BANK. IF NO SHAREHOLDER DETAILS ARE PROVIDED, YOUR INSTRUCTIONS MAY BE-REJECTED. | Non-Voting | ||||||||
1. | OPENING AND ANNOUNCEMENTS | Non-Voting | ||||||||
2.a. | REPORT OF THE MANAGEMENT BOARD FOR THE FINANCIAL YEAR 2022 | Non-Voting | ||||||||
2.b. | ADVISORY VOTE ON REMUNERATION REPORT 2022 | Management | For | For | For | |||||
2.c. | ADOPTION OF THE ANNUAL ACCOUNTS 2022 | Management | For | For | For | |||||
3. | AMENDMENT OF THE REMUNERATION POLICY OF THE MANAGEMENT BOARD | Management | For | For | For | |||||
4.a. | DISCHARGE OF MEMBERS OF THE MANAGEMENT BOARD FROM LIABILITY FOR THEIR RESPONSIBILITIES IN THE FINANCIAL YEAR 2022 | Management | For | For | For | |||||
4.b. | DISCHARGE OF MEMBERS OF THE SUPERVISORY BOARD FROM LIABILITY FOR THEIR RESPONSIBILITIES IN THE FINANCIAL YEAR 2022 | Management | For | For | For | |||||
5.a. | REAPPOINTMENT OF MR. JITSE GROEN AS CHIEF EXECUTIVE OFFICER AND MEMBER OF THE MANAGEMENT BOARD | Management | For | For | For | |||||
5.b. | REAPPOINTMENT OF MR. BRENT WISSINK AS CHIEF FINANCIAL OFFICER AND MEMBER OF THE MANAGEMENT BOARD | Management | For | For | For | |||||
5.c. | REAPPOINTMENT OF MR. JORG GERBIG AS MEMBER OF THE MANAGEMENT BOARD | Management | For | For | For | |||||
5.d. | REAPPOINTMENT OF MR. ANDREW KENNY AS MEMBER OF THE MANAGEMENT BOARD | Management | For | For | For | |||||
6.a. | REAPPOINTMENT OF MR. DICK BOER AS CHAIR OF THE SUPERVISORY BOARD | Management | For | For | For | |||||
6.b. | REAPPOINTMENT OF MS. CORINNE VIGREUX AS VICE-CHAIR OF THE SUPERVISORY BOARD | Management | For | For | For | |||||
6.c. | REAPPOINTMENT OF MR. LLOYD FRINK AS MEMBER OF THE SUPERVISORY BOARD | Management | For | For | For | |||||
6.d. | REAPPOINTMENT OF MR. JAMBU PALANIAPPAN AS MEMBER OF THE SUPERVISORY BOARD | Management | For | For | For |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
6.e. | REAPPOINTMENT OF MS. MIEKE DE SCHEPPER AS MEMBER OF THE SUPERVISORY BOARD | Management | For | For | For | |||||
6.f. | REAPPOINTMENT OF MR. RON TEERLINK AS MEMBER OF THE SUPERVISORY BOARD | Management | For | For | For | |||||
6.g. | APPOINTMENT OF MS. ABBE LUERSMAN AS MEMBER OF THE SUPERVISORY BOARD | Management | For | For | For | |||||
6.h. | APPOINTMENT OF MS. ANGELA NOON AS MEMBER OF THE SUPERVISORY BOARD | Management | For | For | For | |||||
7. | APPOINTMENT EXTERNAL AUDITOR FOR THE FINANCIAL YEARS 2024, 2025, 2026: ERNST YOUNG ACCOUNTANTS LLP | Management | For | For | For | |||||
8.a. | AUTHORISATION OF THE MANAGEMENT BOARD TO ISSUE SHARES FOR GENERAL PURPOSES AND IN CONNECTION WITH INCENTIVE PLANS | Management | For | For | For | |||||
8.b. | AUTHORISATION OF THE MANAGEMENT BOARD TO ISSUE SHARES IN CONNECTION WITH AMAZON | Management | For | For | For | |||||
9.a. | DELEGATION OF THE RIGHT TO EXCLUDE OR LIMIT PRE-EMPTIVE RIGHTS IN RELATION TO THE ISSUE OF SHARES FOR GENERAL PURPOSES AND IN CONNECTION WITH INCENTIVE PLANS | Management | For | For | For | |||||
9.b. | DELEGATION OF THE RIGHT TO EXCLUDE OR LIMIT PRE-EMPTIVE RIGHTS IN RELATION TO THE ISSUE OF SHARES IN CONNECTION WITH AMAZON | Management | For | For | For | |||||
10. | AUTHORISATION OF THE MANAGEMENT BOARD TO REPURCHASE SHARES | Management | For | For | For | |||||
11. | ANY OTHER BUSINESS | Non-Voting | ||||||||
12. | CLOSING OF THE MEETING | Non-Voting | ||||||||
CMMT | 07 APR 2023: INTERMEDIARY CLIENTS ONLY—PLEASE NOTE THAT IF YOU ARE-CLASSIFIED AS AN INTERMEDIARY CLIENT UNDER THE SHAREHOLDER RIGHTS DIRECTIVE-II, YOU SHOULD BE PROVIDING THE UNDERLYING SHAREHOLDER INFORMATION AT THE- VOTE INSTRUCTION LEVEL. IF YOU ARE UNSURE ON HOW TO PROVIDE THIS LEVEL OF-DATA TO BROADRIDGE OUTSIDE OF PROXYEDGE, PLEASE SPEAK TO YOUR DEDICATED-CLIENT SERVICE REPRESENTATIVE FOR ASSISTANCE | Non-Voting | ||||||||
CMMT | 24 APR 2023: PLEASE NOTE THAT THIS IS A REVISION DUE TO ADDITION OF COMMENT-AND CHANGE IN NUMBERING OF ALL RESOLUTIONS AND MODIFICATION OF TEXT OF- RESOLUTION 7. IF YOU HAVE ALREADY SENT IN YOUR VOTES, PLEASE DO NOT VOTE-AGAIN UNLESS YOU DECIDE TO AMEND YOUR ORIGINAL INSTRUCTIONS. THANK YOU | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 16,111 | 0 | 05-May-2023 | 05-May-2023 |
KLOECKNER & CO. SE
Security | D4S392124 | Meeting Type | Annual General Meeting | |||||
Ticker Symbol | Meeting Date | 17-May-2023 | ||||||
ISIN | DE000KC01V16 | Agenda | 716954892 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | VOTING MUST BE LODGED WITH SHAREHOLDER DETAILS AS PROVIDED BY YOUR CUSTODIAN.-IF NO SHAREHOLDER DETAILS ARE PROVIDED, YOUR INSTRUCTION MAY BE REJECTED. | Non-Voting | ||||||||
CMMT | PLEASE NOTE THAT FOLLOWING THE AMENDMENT TO PARAGRAPH 21 OF THE SECURITIES-TRADE ACT ON 9TH JULY 2015 AND THE OVER-RULING OF THE DISTRICT COURT IN-COLOGNE JUDGMENT FROM 6TH JUNE 2012 THE VOTING PROCESS HAS NOW CHANGED WITH-REGARD TO THE GERMAN REGISTERED SHARES. AS A RESULT, IT IS NOW THE-RESPONSIBILITY OF THE END-INVESTOR (I.E. FINAL BENEFICIARY) AND NOT THE- INTERMEDIARY TO DISCLOSE RESPECTIVE FINAL BENEFICIARY VOTING RIGHTS THEREFORE-THE CUSTODIAN BANK / AGENT IN THE MARKET WILL BE SENDING THE VOTING DIRECTLY-TO MARKET AND IT IS THE END INVESTORS RESPONSIBILITY TO ENSURE THE- REGISTRATION ELEMENT IS COMPLETE WITH THE ISSUER DIRECTLY, SHOULD THEY HOLD-MORE THAN 3 % OF THE TOTAL SHARE CAPITAL | Non-Voting | ||||||||
CMMT | THE VOTE/REGISTRATION DEADLINE AS DISPLAYED ON PROXYEDGE IS SUBJECT TO CHANGE-AND WILL BE UPDATED AS SOON AS BROADRIDGE RECEIVES CONFIRMATION FROM THE SUB-CUSTODIANS REGARDING THEIR INSTRUCTION DEADLINE. FOR ANY QUERIES PLEASE-CONTACT YOUR CLIENT SERVICES REPRESENTATIVE. | Non-Voting | ||||||||
CMMT | ACCORDING TO GERMAN LAW, IN CASE OF SPECIFIC CONFLICTS OF INTEREST IN-CONNECTION WITH SPECIFIC ITEMS OF THE AGENDA FOR THE GENERAL MEETING YOU ARE-NOT ENTITLED TO EXERCISE YOUR VOTING RIGHTS. FURTHER, YOUR VOTING RIGHT MIGHT-BE EXCLUDED WHEN YOUR SHARE IN VOTING RIGHTS HAS | Non-Voting | ||||||||
REACHED CERTAIN THRESHOLDS-AND YOU HAVE NOT COMPLIED WITH ANY OF YOUR MANDATORY VOTING RIGHTS-NOTIFICATIONS PURSUANT TO THE GERMAN SECURITIES TRADING ACT (WPHG). FOR-QUESTIONS IN THIS REGARD PLEASE CONTACT YOUR CLIENT SERVICE REPRESENTATIVE- FOR CLARIFICATION. IF YOU DO NOT HAVE ANY INDICATION REGARDING SUCH CONFLICT-OF INTEREST, OR ANOTHER EXCLUSION FROM VOTING, PLEASE SUBMIT YOUR VOTE AS- USUAL. |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | FURTHER INFORMATION ON COUNTER PROPOSALS CAN BE FOUND DIRECTLY ON THE-ISSUER’S WEBSITE (PLEASE REFER TO THE MATERIAL URL SECTION OF THE-APPLICATION). IF YOU WISH TO ACT ON THESE ITEMS, YOU WILL NEED TO REQUEST A- MEETING ATTEND AND VOTE YOUR SHARES DIRECTLY AT THE COMPANY’S MEETING.-COUNTER PROPOSALS CANNOT BE REFLECTED IN THE BALLOT ON PROXYEDGE. | Non-Voting | ||||||||
CMMT | FROM 10TH FEBRUARY, BROADRIDGE WILL CODE ALL AGENDAS FOR GERMAN MEETINGS IN-ENGLISH ONLY. IF YOU WISH TO SEE THE AGENDA IN GERMAN, THIS WILL BE MADE- AVAILABLE AS A LINK UNDER THE ‘MATERIAL URL’ DROPDOWN AT THE TOP OF THE-BALLOT. THE GERMAN AGENDAS FOR ANY EXISTING OR PAST MEETINGS WILL REMAIN IN-PLACE. FOR FURTHER INFORMATION, PLEASE CONTACT YOUR CLIENT SERVICE- REPRESENTATIVE. | Non-Voting | ||||||||
CMMT | INTERMEDIARY CLIENTS ONLY—PLEASE NOTE THAT IF YOU ARE CLASSIFIED AS AN-INTERMEDIARY CLIENT UNDER THE SHAREHOLDER RIGHTS DIRECTIVE II, YOU SHOULD BE- PROVIDING THE UNDERLYING SHAREHOLDER INFORMATION AT THE VOTE INSTRUCTION-LEVEL. IF YOU ARE UNSURE ON HOW TO PROVIDE THIS LEVEL OF DATA TO BROADRIDGE- OUTSIDE OF PROXYEDGE, PLEASE SPEAK TO YOUR DEDICATED CLIENT SERVICE-REPRESENTATIVE FOR ASSISTANCE | Non-Voting |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | RECEIVE FINANCIAL STATEMENTS AND STATUTORY REPORTS; APPROVE ALLOCATION OF INCOME AND DIVIDENDS OF EUR 0.40 PER SHARE FOR FISCAL YEAR 2022 | Management | For | For | For | |||||
2 | APPROVE DISCHARGE OF MANAGEMENT BOARD FOR FISCAL YEAR 2022 | Management | For | For | For | |||||
3 | APPROVE DISCHARGE OF SUPERVISORY BOARD FOR FISCAL YEAR 2022 | Management | For | For | For | |||||
4 | ELECT RALPH HECK TO THE SUPERVISORY BOARD | Management | For | For | For | |||||
5 | RATIFY PRICEWATERHOUSECOOPERS GMBH AG AS AUDITORS FOR FISCAL YEAR 2023, FOR THE REVIEW OF INTERIM FINANCIAL STATEMENTS FOR THE FIRST HALF OF FISCAL YEAR 2023 AND FOR THE REVIEW OF INTERIM FINANCIAL STATEMENTS UNTIL 2024 AGM | Management | For | For | For | |||||
6 | APPROVE REMUNERATION REPORT | Management | For | For | For | |||||
7.1 | AMEND ARTICLES RE: AGM CONVOCATION | Management | For | For | For | |||||
7.2 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2025 | Management | For | For | For | |||||
8 | AMEND ARTICLES RE: PARTICIPATION OF SUPERVISORY BOARD MEMBERS IN THE ANNUAL GENERAL MEETING BY MEANS OF AUDIO AND VIDEO TRANSMISSION | Management | For | For | For | |||||
9.1 | APPROVE REMUNERATION POLICY FOR THE SUPERVISORY BOARD | Management | For | For | For | |||||
9.2 | AMEND ARTICLES RE: APPLICATION OF THE REMUNERATION POLICY FOR THE SUPERVISORY BOARD | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 45,151 | 0 | 11-May-2023 | 11-May-2023 |
SOFTWARE AG
Security | D7045M190 | Meeting Type | Annual General Meeting | |||||
Ticker Symbol | Meeting Date | 17-May-2023 | ||||||
ISIN | DE000A2GS401 | Agenda | 716900154 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | PLEASE NOTE THAT FOLLOWING THE AMENDMENT TO PARAGRAPH 21 OF THE SECURITIES-TRADE ACT ON 9TH JULY 2015 AND THE OVER-RULING OF THE DISTRICT COURT IN-COLOGNE JUDGMENT FROM 6TH JUNE 2012 THE VOTING PROCESS HAS NOW CHANGED WITH-REGARD TO THE GERMAN REGISTERED SHARES. AS A RESULT, IT IS NOW THE-RESPONSIBILITY OF THE END-INVESTOR (I.E. FINAL BENEFICIARY) AND NOT THE- INTERMEDIARY TO DISCLOSE RESPECTIVE FINAL BENEFICIARY VOTING RIGHTS THEREFORE-THE CUSTODIAN BANK / AGENT IN THE MARKET WILL BE SENDING THE VOTING DIRECTLY-TO MARKET AND IT IS THE END INVESTORS RESPONSIBILITY TO ENSURE THE- REGISTRATION ELEMENT IS COMPLETE WITH THE ISSUER DIRECTLY, SHOULD THEY HOLD-MORE THAN 3 % OF THE TOTAL SHARE CAPITAL | Non-Voting | ||||||||
CMMT | THE VOTE/REGISTRATION DEADLINE AS DISPLAYED ON PROXYEDGE IS SUBJECT TO CHANGE-AND WILL BE UPDATED AS SOON AS BROADRIDGE RECEIVES CONFIRMATION FROM THE SUB-CUSTODIANS REGARDING THEIR INSTRUCTION DEADLINE. FOR ANY QUERIES PLEASE-CONTACT YOUR CLIENT SERVICES REPRESENTATIVE. | Non-Voting | ||||||||
CMMT | ACCORDING TO GERMAN LAW, IN CASE OF SPECIFIC CONFLICTS OF INTEREST IN-CONNECTION WITH SPECIFIC ITEMS OF THE AGENDA FOR THE GENERAL MEETING YOU ARE-NOT ENTITLED TO EXERCISE YOUR VOTING RIGHTS. FURTHER, YOUR VOTING RIGHT MIGHT-BE EXCLUDED WHEN YOUR SHARE IN VOTING RIGHTS HAS REACHED CERTAIN THRESHOLDS-AND YOU HAVE NOT COMPLIED WITH ANY OF YOUR MANDATORY VOTING RIGHTS-NOTIFICATIONS PURSUANT TO THE GERMAN SECURITIES TRADING ACT (WPHG). FOR-QUESTIONS IN THIS | Non-Voting | ||||||||
REGARD PLEASE CONTACT YOUR CLIENT SERVICE REPRESENTATIVE- FOR CLARIFICATION. IF YOU DO NOT HAVE ANY INDICATION REGARDING SUCH CONFLICT-OF INTEREST, OR ANOTHER EXCLUSION FROM VOTING, PLEASE SUBMIT YOUR VOTE AS- USUAL. | ||||||||||
CMMT | FURTHER INFORMATION ON COUNTER PROPOSALS CAN BE FOUND DIRECTLY ON THE-ISSUER’S WEBSITE (PLEASE REFER TO THE MATERIAL URL SECTION OF THE-APPLICATION). IF YOU WISH TO ACT ON THESE ITEMS, YOU WILL NEED TO REQUEST A- MEETING ATTEND AND VOTE YOUR SHARES DIRECTLY AT THE COMPANY’S MEETING.-COUNTER PROPOSALS CANNOT BE REFLECTED IN THE BALLOT ON PROXYEDGE. | Non-Voting |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | FROM 10TH FEBRUARY, BROADRIDGE WILL CODE ALL AGENDAS FOR GERMAN MEETINGS IN-ENGLISH ONLY. IF YOU WISH TO SEE THE AGENDA IN GERMAN, THIS WILL BE MADE- AVAILABLE AS A LINK UNDER THE ‘MATERIAL URL’ DROPDOWN AT THE TOP OF THE-BALLOT. THE GERMAN AGENDAS FOR ANY EXISTING OR PAST MEETINGS WILL REMAIN IN-PLACE. FOR FURTHER INFORMATION, PLEASE CONTACT YOUR CLIENT SERVICE- REPRESENTATIVE. | Non-Voting | ||||||||
CMMT | VOTING MUST BE LODGED WITH SHAREHOLDER DETAILS AS PROVIDED BY YOUR CUSTODIAN.-IF NO SHAREHOLDER DETAILS ARE PROVIDED, YOUR INSTRUCTION MAY BE REJECTED. | Non-Voting | ||||||||
CMMT | INTERMEDIARY CLIENTS ONLY—PLEASE NOTE THAT IF YOU ARE CLASSIFIED AS AN-INTERMEDIARY CLIENT UNDER THE SHAREHOLDER RIGHTS DIRECTIVE II, YOU SHOULD BE- PROVIDING THE UNDERLYING SHAREHOLDER INFORMATION AT THE VOTE INSTRUCTION-LEVEL. IF YOU ARE UNSURE ON HOW TO PROVIDE THIS LEVEL OF DATA TO BROADRIDGE- OUTSIDE OF PROXYEDGE, PLEASE SPEAK TO YOUR DEDICATED CLIENT SERVICE-REPRESENTATIVE FOR ASSISTANCE | Non-Voting | ||||||||
1 | RECEIVE FINANCIAL STATEMENTS AND STATUTORY REPORTS FOR FISCAL YEAR 2022 | Non-Voting | ||||||||
2 | APPROVE ALLOCATION OF INCOME AND DIVIDENDS OF EUR 0.05 PER SHARE | Management | For | For | For | |||||
3 | APPROVE DISCHARGE OF MANAGEMENT BOARD FOR FISCAL YEAR 2022 | Management | For | For | For | |||||
4 | APPROVE DISCHARGE OF SUPERVISORY BOARD FOR FISCAL YEAR 2022 | Management | For | For | For | |||||
5 | RATIFY DELOITTE GMBH AS AUDITORS FOR FISCAL YEAR 2023 AND FOR THE REVIEW OF INTERIM FINANCIAL STATEMENTS FOR THE FIRST HALF OF FISCAL YEAR 2023 | Management | For | For | For | |||||
6 | APPROVE REMUNERATION REPORT | Management | For | For | For | |||||
7 | APPROVE REMUNERATION POLICY | Management | For | For | For | |||||
8.1 | APPROVE VIRTUAL-ONLY SHAREHOLDER MEETINGS UNTIL 2025 | Management | For | For | For | |||||
8.2 | AMEND ARTICLES RE: PARTICIPATION OF SUPERVISORY BOARD MEMBERS IN THE ANNUAL GENERAL MEETING BY MEANS OF AUDIO AND VIDEO TRANSMISSION | Management | For | For | For |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
CMMT | PLEASE NOTE THAT IF YOU HOLD CREST DEPOSITORY INTERESTS (CDIS) AND-PARTICIPATE AT THIS MEETING, YOU (OR YOUR CREST SPONSORED MEMBER/CUSTODIAN)-WILL BE REQUIRED TO INSTRUCT A TRANSFER OF THE RELEVANT CDIS TO THE ESCROW-ACCOUNT SPECIFIED IN THE ASSOCIATED CORPORATE EVENT IN THE CREST SYSTEM. THIS-TRANSFER WILL NEED TO BE COMPLETED BY THE SPECIFIED CREST SYSTEM DEADLINE.- ONCE THIS TRANSFER HAS SETTLED, THE CDIS WILL BE BLOCKED IN THE CREST SYSTEM.-THE CDIS WILL TYPICALLY BE RELEASED FROM ESCROW AS SOON AS PRACTICABLE ON-RECORD DATE +1 DAY (OR ON MEETING DATE +1 DAY IF NO RECORD DATE APPLIES)-UNLESS OTHERWISE SPECIFIED, AND ONLY AFTER THE AGENT HAS CONFIRMED-AVAILABILITY OF THE POSITION. IN ORDER FOR A VOTE TO BE ACCEPTED, THE VOTED- POSITION MUST BE BLOCKED IN THE REQUIRED ESCROW ACCOUNT IN THE CREST SYSTEM.-BY VOTING ON THIS MEETING, YOUR CREST SPONSORED MEMBER/CUSTODIAN MAY USE YOUR- VOTE INSTRUCTION AS THE AUTHORIZATION TO TAKE THE NECESSARY ACTION WHICH WILL- | Non-Voting | ||||||||
INCLUDE TRANSFERRING YOUR INSTRUCTED POSITION TO ESCROW. PLEASE CONTACT YOUR-CREST SPONSORED MEMBER/CUSTODIAN DIRECTLY FOR FURTHER INFORMATION ON THE-CUSTODY PROCESS AND WHETHER OR NOT THEY REQUIRE SEPARATE INSTRUCTIONS FROM-YOU | ||||||||||
CMMT | PLEASE NOTE SHARE BLOCKING WILL APPLY FOR ANY VOTED POSITIONS SETTLING-THROUGH EUROCLEAR BANK. | Non-Voting |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 26,850 | 0 | 05-May-2023 | 05-May-2023 |
THE HARTFORD FINANCIAL SVCS GROUP, INC.
Security | 416515104 | Meeting Type | Annual | |||||
Ticker Symbol | HIG | Meeting Date | 17-May-2023 | |||||
ISIN | US4165151048 | Agenda | 935812239 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1a. | Election of Director: Larry D. De Shon | Management | For | For | For | |||||
1b. | Election of Director: Carlos Dominguez | Management | For | For | For | |||||
1c. | Election of Director: Trevor Fetter | Management | For | For | For | |||||
1d. | Election of Director: Donna James | Management | For | For | For | |||||
1e. | Election of Director: Kathryn A. Mikells | Management | For | For | For | |||||
1f. | Election of Director: Edmund Reese | Management | For | For | For | |||||
1g. | Election of Director: Teresa W. Roseborough | Management | For | For | For | |||||
1h. | Election of Director: Virginia P. Ruesterholz | Management | For | For | For | |||||
1i. | Election of Director: Christopher J. Swift | Management | For | For | For | |||||
1j. | Election of Director: Matthew E. Winter | Management | For | For | For | |||||
1k. | Election of Director: Greig Woodring | Management | For | For | For | |||||
2. | Ratification of the appointment of Deloitte & Touche LLP as the independent registered public accounting firm of the Company for the fiscal year ending December 31, 2023 | Management | For | For | For | |||||
3. | Management proposal to approve, on a non-binding advisory basis, the compensation of the Company’s named executive officers as disclosed in the Company’s proxy statement | Management | For | For | For | |||||
4. | Shareholder proposal that the Company’s Board adopt and disclose a policy for the time bound phase out of underwriting risks associated with new fossil fuel exploration and development projects | Shareholder | Against | Against | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 11,317 | 0 | 15-May-2023 | 15-May-2023 |
LIFE STORAGE, INC.
Security | 53223X107 | Meeting Type | Annual | |||||
Ticker Symbol | LSI | Meeting Date | 18-May-2023 | |||||
ISIN | US53223X1072 | Agenda | 935836520 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1a. | Election of Director: Mark G. Barberio | Management | For | For | For | |||||
1b. | Election of Director: Joseph V. Saffire | Management | For | For | For | |||||
1c. | Election of Director: Stephen R. Rusmisel | Management | For | For | For | |||||
1d. | Election of Director: Arthur L. Havener, Jr. | Management | For | For | For | |||||
1e. | Election of Director: Dana Hamilton | Management | For | For | For | |||||
1f. | Election of Director: Edward J. Pettinella | Management | For | For | For | |||||
1g. | Election of Director: David L. Rogers | Management | For | For | For | |||||
1h. | Election of Director: Susan Harnett | Management | For | For | For | |||||
2. | Ratification of the appointment of Ernst & Young LLP as the independent registered public accounting firm for the Company for the fiscal year ending December 31, 2023. | Management | For | For | For | |||||
3. | Proposal to approve the compensation of the Company’s executive officers. | Management | For | For | For | |||||
4. | Proposal on the frequency of holding future advisory votes on the compensation of the Company’s executive officers. | Management | 1 Year | 1 Year | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 20,495 | 0 | 15-May-2023 | 15-May-2023 |
MAGNACHIP SEMICONDUCTOR CORP
Security | 55933J203 | Meeting Type | Annual | |||||
Ticker Symbol | MX | Meeting Date | 18-May-2023 | |||||
ISIN | US55933J2033 | Agenda | 935842674 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | DIRECTOR | Management | ||||||||
1 Melvin L. Keating | For | For | For | |||||||
2 Young-Joon Kim | For | For | For | |||||||
3 IIbok Lee | For | For | For | |||||||
4 Camillo Martino | For | For | For | |||||||
5 Gary Tanner | For | For | For | |||||||
6 Kyo-Hwa (Liz) Chung | For | For | For | |||||||
2. | Advisory (non-binding) vote to approve the compensation of our named executive officers as set forth in the “Executive Compensation” section in the proxy statement. | Management | For | For | For | |||||
3. | Ratification of the Board’s election of Samil PricewaterhouseCoopers as our independent registered public accounting firm for 2023. | Management | For | For | For | |||||
4. | Approval of the Company’s Amended and Restated 2020 Equity and Incentive Compensation Plan. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 78,290 | 0 | 15-May-2023 | 15-May-2023 |
CINEPLEX INC.
Security | 172454100 | Meeting Type | Annual and Special Meeting | |||||
Ticker Symbol | CPXGF | Meeting Date | 24-May-2023 | |||||
ISIN | CA1724541000 | Agenda | 935840896 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1A | Election of Director: Jordan Banks | Management | For | For | For | |||||
1B | Election of Director: Robert Bruce | Management | For | For | For | |||||
1C | Election of Director: Joan Dea | Management | For | For | For | |||||
1D | Election of Director: Janice Fukakusa | Management | For | For | For | |||||
1E | Election of Director: Donna Hayes | Management | For | For | For | |||||
1F | Election of Director: Ellis Jacob | Management | For | For | For | |||||
1G | Election of Director: Sarabjit Marwah | Management | For | For | For | |||||
1H | Election of Director: Nadir Mohamed | Management | For | For | For | |||||
1I | Election of Director: Phyllis Yaffe | Management | For | For | For | |||||
2 | The appointment of PricewaterhouseCoopers LLP as auditors of the Corporation and the authorization of the directors to fix their remuneration. | Management | For | For | For | |||||
3 | Non-binding say-on-pay advisory resolution set forth in the accompanying management information circular on the Corporation’s approach to executive compensation. | Management | For | For | For | |||||
4 | The resolution set forth in the accompanying management information circular to reconfirm the shareholder rights plan agreement. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76ESSTA 01 OM | LG MASTERS ALT STRATEGIES FUND | Y76E | STATE STREET TRUST | 48,890 | 0 | 16-May-2023 | 16-May-2023 |
FORGEROCK, INC.
Security | 34631B101 | Meeting Type | Annual | |||||
Ticker Symbol | FORG | Meeting Date | 24-May-2023 | |||||
ISIN | US34631B1017 | Agenda | 935818344 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | DIRECTOR | Management | ||||||||
1 Bruce Golden | For | For | For | |||||||
2 Arun Mathew | For | For | For | |||||||
3 Alexander Ott | For | For | For | |||||||
4 Maria Walker | For | For | For | |||||||
2. | The ratification of the appointment of Ernst & Young LLP as our independent registered public accounting firm for our fiscal year ending December 31, 2023. | Management | For | For | For | |||||
3. | On an advisory basis, the frequency of future stockholder advisory votes on the compensation of our named executive officers. | Management | 1 Year | 1 Year | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 82,463 | 0 | 19-May-2023 | 19-May-2023 |
QUALTRICS INTERNATIONAL INC.
Security | 747601201 | Meeting Type | Annual | |||||
Ticker Symbol | XM | Meeting Date | 24-May-2023 | |||||
ISIN | US7476012015 | Agenda | 935820236 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1a. | Election of Director: Ritu Bhargava | Management | For | For | For | |||||
1b. | Election of Director: Egon Durban | Management | For | For | For | |||||
1c. | Election of Director: Sindhu Gangadharan | Management | For | For | For | |||||
1d. | Election of Director: Omar Johnson | Management | For | For | For | |||||
1e. | Election of Director: Christian Klein | Management | For | For | For | |||||
1f. | Election of Director: Robin Manherz | Management | For | For | For | |||||
1g. | Election of Director: Luka Mucic | Management | For | For | For | |||||
1h. | Election of Director: Scott Russell | Management | For | For | For | |||||
1i. | Election of Director: Zig Serafin | Management | For | For | For | |||||
1j. | Election of Director: Ryan Smith | Management | For | For | For | |||||
1k. | Election of Director: Kelly Steckelberg | Management | For | For | For | |||||
2. | Ratification of the appointment of BDO USA, LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2023. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 297,588 | 0 | 19-May-2023 | 19-May-2023 |
IROBOT CORPORATION
Security | 462726100 | Meeting Type | Annual | |||||
Ticker Symbol | IRBT | Meeting Date | 26-May-2023 | |||||
ISIN | US4627261005 | Agenda | 935817479 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1a. | Election of Class III Director to serve for a three-year term: Karen Golz | Management | For | For | For | |||||
1b. | Election of Class III Director to serve for a three-year term: Andrew Miller | Management | For | For | For | |||||
1c. | Election of Class III Director to serve for a three-year term: Michelle Stacy | Management | For | For | For | |||||
2. | Ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the current fiscal year. | Management | For | For | For | |||||
3. | Approve, on a non-binding, advisory basis, the compensation of our named executive officers as disclosed in the Proxy Statement. | Management | For | For | For | |||||
4. | Approve, on a non-binding, advisory basis, the frequency of future non-binding, advisory votes on the compensation of our named executive officers. | Management | 1 Year | 1 Year | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 11,486 | 0 | 23-May-2023 | 23-May-2023 |
SEAGEN INC.
Security | 81181C104 | Meeting Type | Special | |||||
Ticker Symbol | SGEN | Meeting Date | 30-May-2023 | |||||
ISIN | US81181C1045 | Agenda | 935851320 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To consider and vote on the proposal to adopt the Agreement and Plan of Merger (as it may be amended or supplemented from time to time, the “merger agreement”), dated March 12, 2023, by and among Seagen Inc. (“Seagen”), Pfizer Inc. (“Pfizer”) and Aris Merger Sub, Inc., a wholly-owned subsidiary of Pfizer (“Merger Sub”), and pursuant to which Merger Sub will be merged with and into Seagen, with Seagen surviving the merger as a wholly- owned subsidiary of Pfizer (the “merger” and such proposal the “merger agreement proposal”). | Management | For | For | For | |||||
2. | To consider and vote on the proposal to approve, on a non-binding, advisory basis, certain compensation arrangements for Seagen’s named executive officers in connection with the merger (the “compensation proposal”). | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 12,629 | 0 | 23-May-2023 | 23-May-2023 |
KIMBALL INTERNATIONAL, INC.
Security | 494274103 | Meeting Type | Special | |||||
Ticker Symbol | KBAL | Meeting Date | 31-May-2023 | |||||
ISIN | US4942741038 | Agenda | 935861535 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of March 7, 2023 (as it may be amended from time to time), by and among Kimball International, Inc. (“Kimball”), HNI Corporation (“HNI”), and Ozark Merger Sub, Inc. (“Merger Sub”), pursuant to which Kimball will merge with and into Merger Sub,with Kimball surviving the Merger as a wholly-owned subsidiary of HNI (the “Kimball merger proposal”). | Management | For | For | For | |||||
2. | To approve, by an advisory (non-binding) vote, certain compensation that may be paid or become payable to Kimball’s named executive officers that is based on or otherwise relates to the merger contemplated by the merger agreement (the “Kimball compensation proposal”). | Management | For | For | For | |||||
3. | To adjourn the special meeting of Kimball shareholders to a later date or dates, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes at the time of the Kimball special meeting to approve the Kimball merger proposal or to ensure that any supplement or amendment to this joint proxy statement/prospectus is timely provided to holders of Kimball common stock (the “Kimball adjournment proposal”). | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 132,062 | 0 | 25-May-2023 | 25-May-2023 |
MOMENTIVE GLOBAL, INC.
Security | 60878Y108 | Meeting Type | Special | |||||
Ticker Symbol | MNTV | Meeting Date | 31-May-2023 | |||||
ISIN | US60878Y1082 | Agenda | 935862777 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger (as it may be amended, supplemented or otherwise modified from time to time), dated March 13, 2023, between Mercury Bidco LLC, Mercury Merger Sub, Inc., and Momentive Global Inc. (the “merger agreement”) and approve the merger. | Management | For | For | For | |||||
2. | To approve, on a non-binding, advisory basis, the compensation that will or may become payable by Momentive Global Inc. to its named executive officers in connection with the merger. | Management | For | For | For | |||||
3. | To approve any proposal to adjourn the special meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the merger agreement at the time of the special meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 628,928 | 0 | 25-May-2023 | 25-May-2023 |
SEAGEN INC.
Security | 81181C104 | Meeting Type | Annual | |||||
Ticker Symbol | SGEN | Meeting Date | 31-May-2023 | |||||
ISIN | US81181C1045 | Agenda | 935821098 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1a. | Election of Class I Director: David W. Gryska | Management | For | For | For | |||||
1b. | Election of Class I Director: John A. Orwin | Management | For | For | For | |||||
1c. | Election of Class I Director: Alpna H. Seth, Ph.D. | Management | For | For | For | |||||
2. | Approve, on an advisory basis, the compensation of Seagen’s named executive officers as disclosed in the accompanying proxy statement. | Management | For | For | For | |||||
3. | Indicate, on an advisory basis, the preferred frequency of shareholder advisory votes on the compensation of Seagen’s named executive officers. | Management | 1 Year | 1 Year | For | |||||
4. | Approve the amendment and restatement of the Seagen Inc. Amended and Restated 2007 Equity Incentive Plan to, among other things, increase the aggregate number of shares of common stock authorized for issuance thereunder by 5,190,000 shares. | Management | For | For | For | |||||
5. | Ratify the appointment of PricewaterhouseCoopers LLP as Seagen’s independent registered public accounting firm for the fiscal year ending December 31, 2023. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 10,342 | 0 | 25-May-2023 | 25-May-2023 |
CVENT HOLDING CORP
Security | 126677103 | Meeting Type | Special | |||||
Ticker Symbol | CVT | Meeting Date | 01-Jun-2023 | |||||
ISIN | US1266771039 | Agenda | 935864240 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of March 14, 2023 (as it may be amended, supplemented or otherwise modified from time to time, the “Merger Agreement”), by and among Cvent, Capstone Borrower, Inc., a Delaware corporation (“Parent”), and Capstone Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent (“Merger Sub”). Pursuant to the terms of the Merger Agreement, Merger Sub will merge with and into Cvent, with Cvent continuing as the surviving corporation and a wholly owned subsidiary of Parent (the “Merger”). | Management | For | For | For | |||||
2. | To approve, on an advisory, non-binding basis, the compensation that may be paid or may become payable to Cvent’s named executive officers in connection with the Merger. | Management | For | For | For | |||||
3. | To adjourn the Special Meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 299,536 | 0 | 25-May-2023 | 25-May-2023 |
CRANE NXT, CO.
Security | 224441105 | Meeting Type | Annual | |||||
Ticker Symbol | CXT | Meeting Date | 05-Jun-2023 | |||||
ISIN | US2244411052 | Agenda | 935844274 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1.1 | Election of Director: Michael Dinkins | Management | For | For | For | |||||
1.2 | Election of Director: William Grogan | Management | For | For | For | |||||
1.3 | Election of Director: Cristen Kogl | Management | For | For | For | |||||
1.4 | Election of Director: Ellen McClain | Management | For | For | For | |||||
1.5 | Election of Director: Max H. Mitchell | Management | For | For | For | |||||
1.6 | Election of Director: Aaron W. Saak | Management | For | For | For | |||||
1.7 | Election of Director: John S. Stroup | Management | For | For | For | |||||
1.8 | Election of Director: James L. L. Tullis | Management | For | For | For | |||||
2. | Ratification of the selection of Deloitte & Touche LLP as the Company’s independent auditors for 2023. | Management | For | For | For | |||||
3. | Say on Pay—An advisory vote to approve the compensation paid to certain executive officers. | Management | For | For | For | |||||
4. | Say on Frequency—An advisory vote to approve the frequency with which we will ask stockholders to approve the compensation paid to certain executive officers. | Management | 1 Year | 1 Year | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 3,481 | 0 | 01-Jun-2023 | 01-Jun-2023 |
UNIVAR SOLUTIONS INC.
Security | 91336L107 | Meeting Type | Special | |||||
Ticker Symbol | UNVR | Meeting Date | 06-Jun-2023 | |||||
ISIN | US91336L1070 | Agenda | 935864187 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | Proposal to adopt the Agreement and Plan of Merger, dated as of March 13, 2023, by and among Univar Solutions Inc., Windsor Parent, L.P. and Windsor Merger Sub, Inc. (the “Merger Agreement”). | Management | For | For | For | |||||
2. | Proposal to approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to Univar Solutions Inc.’s named executive officers that is based on or otherwise related to the Merger Agreement and the transactions contemplated by the Merger Agreement. | Management | For | For | For | |||||
3. | Proposal to adjourn the special meeting of stockholders of Univar Solutions Inc. (the “Special Meeting”) to a later date or dates if necessary or appropriate to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 192,246 | 0 | 01-Jun-2023 | 01-Jun-2023 |
GLOBUS MEDICAL, INC.
Security | 379577208 | Meeting Type | Annual | |||||
Ticker Symbol | GMED | Meeting Date | 07-Jun-2023 | |||||
ISIN | US3795772082 | Agenda | 935847713 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1a. | Election of Director: Daniel T. Scavilla | Management | For | For | For | |||||
1b. | Election of Director: Robert Douglas | Management | For | For | For | |||||
2. | The approval of the amendment to the 2021 Equity Incentive Plan. | Management | For | For | For | |||||
3. | To ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2023. | Management | For | For | For | |||||
4. | To approve, in an advisory vote, the compensation of the Company’s named executive officers (the Say-on-Pay Vote). | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 12,047 | 0 | 01-Jun-2023 | 01-Jun-2023 |
HESKA CORPORATION
Security | 42805E306 | Meeting Type | Special | |||||
Ticker Symbol | HSKA | Meeting Date | 07-Jun-2023 | |||||
ISIN | US42805E3062 | Agenda | 935869050 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt and approve the Agreement and Plan of Merger with Antech Diagnostics, Inc., a California corporation, Helsinki Merger Sub LLC, a Delaware limited liability company, and, solely for purposes of Section 9.15 of the Merger Agreement, Mars, Incorporated, a Delaware corporation (the “Merger Proposal”). | Management | For | For | For | |||||
2. | To approve, on a non-binding, advisory basis, the compensation that may be paid or become payable to our named executive officers that is based on or otherwise relates to the merger. | Management | For | For | For | |||||
3. | To approve one or more adjournments of the Special Meeting, if necessary, to solicit additional proxies if a quorum is not present or there are not sufficient votes cast at the Special Meeting to approve the Merger Proposal. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 26,720 | 0 | 01-Jun-2023 | 01-Jun-2023 |
DIVERSEY HOLDINGS LTD
Security | G28923103 | Meeting Type | Special | |||||
Ticker Symbol | DSEY | Meeting Date | 08-Jun-2023 | |||||
ISIN | KYG289231030 | Agenda | 935873162 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | (a) The Agreement and Plan of Merger Olympus Water Holdings IV, L.P. (“Parent”), acting by its general partner, Olympus Water Holdings Limited, and Diamond Merger Limited, an exempted company incorporated under the laws of the Cayman Islands (b) the Plan of Merger, attached as an exhibit to the Merger Agreement and annexed hereto and approved by resolution of the directors of the Company (c)Company be authorized to merge with Merger Sub, so that the Company shall be the surviving company and all the undertaking, property and liabilities of the Merger. | Management | For | For | For | |||||
2. | RESOLVED, as an ordinary resolution, that the shareholders of Diversey Holdings, Ltd. hereby approve, on a non-binding, advisory basis, the compensation to be paid or become payable to its named executive officers that is based on or otherwise relates to the Merger as disclosed in the Company’s proxy statement pursuant to Item 402(t) of Regulation S-K under the section entitled “Golden Parachute Compensation” and the corresponding table and the footnotes thereto.” | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 379,507 | 0 | 01-Jun-2023 | 01-Jun-2023 |
MONEYLION INC
Security | 60938K106 | Meeting Type | Annual | |||||
Ticker Symbol | Meeting Date | 15-Jun-2023 | ||||||
ISIN | US60938K1060 | Agenda | 935852548 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | DIRECTOR | Management | ||||||||
1 | Dwight Bush | For | For | For | ||||||
2 | John Chrystal | For | For | For | ||||||
3 | Lisa Gersh | For | For | For | ||||||
2. | Company Proposal—Ratify the selection of RSM US LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2023. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 117,279 | 0 | 09-Jun-2023 | 09-Jun-2023 |
PROMETHEUS BIOSCIENCES, INC.
Security | 74349U108 | Meeting Type | Special | |||||
Ticker Symbol | RXDX | Meeting Date | 15-Jun-2023 | |||||
ISIN | US74349U1088 | Agenda | 935874556 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger (as it may be amended from time to time, the “Merger Agreement”), dated as of April 15, 2023, by and among Merck & Co., Inc., a New Jersey corporation (“Merck”), Splash Merger Sub, Inc., a Delaware corporation and a direct wholly owned subsidiary of Merck (“Merger Sub”), and Prometheus Biosciences, Inc., a Delaware corporation (“Prometheus”), pursuant to which Merger Sub will be merged with and into Prometheus, with Prometheus surviving as a wholly owned subsidiary of Merck (the “Merger”). | Management | For | For | For | |||||
2. | To approve, on a non-binding, advisory basis, certain compensation that will or may be paid or become payable to Prometheus’ named executive officers that is based on or otherwise relates to the Merger. | Management | For | For | For | |||||
3. | To approve the adjournment of the special meeting to a later date or dates if necessary to solicit additional proxies if there are insufficient votes in person or by proxy to approve the proposal to adopt the Merger Agreement at the time of the special meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 16,223 | 0 | 09-Jun-2023 | 09-Jun-2023 |
RADIUS GLOBAL INFRASTRUCTURE, INC.
Security | 750481103 | Meeting Type | Special | |||||
Ticker Symbol | RADI | Meeting Date | 15-Jun-2023 | |||||
ISIN | US7504811032 | Agenda | 935873112 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To consider and vote on the proposal to adopt the Merger Agreement, dated as of March 1, 2023, by and among Radius Global Infrastructure, Inc. (the “Company”), APW OpCo LLC, Chord Parent, Inc., Chord Merger Sub I, Inc. and Chord Merger Sub II, LLC, as it may be amended from time to time (the “Merger Agreement”). | Management | For | For | For | |||||
2. | To consider and vote on the proposal to approve, on an advisory (nonbinding) basis, the compensation that will or may be paid or become payable to the Company’s named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated thereby. | Management | For | For | For | |||||
3. | To consider and vote on any proposal to adjourn the Special Meeting, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 183,126 | 0 | 09-Jun-2023 | 09-Jun-2023 |
BELLUS HEALTH INC.
Security | 07987C204 | Meeting Type | Special | |||||
Ticker Symbol | BLU | Meeting Date | 16-Jun-2023 | |||||
ISIN | CA07987C2040 | Agenda | 935879823 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | To consider and, if deemed advisable, to pass, with or without variation, a special resolution to approve a proposed plan of arrangement involving BELLUS Health Inc., 14934792 Canada Inc. and GSK plc, pursuant to section 192 of the Canada Business Corporations Act. The full text of the special resolution is set forth in Appendix B to the accompanying management information circular of BELLUS Health Inc. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 146,262 | 0 | 09-Jun-2023 | 09-Jun-2023 |
RANGER OIL CORPORATION
Security | 70788V102 | Meeting Type | Special | |||||
Ticker Symbol | ROCC | Meeting Date | 16-Jun-2023 | |||||
ISIN | US70788V1026 | Agenda | 935879861 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To approve the terms of the Agreement & Plan of Merger, dated as of 02/27/2023, between Ranger & Baytex Energy Corp., a company incorporated under the Business Corporations Act (Alberta) (“Baytex”), as modified by that certain Joinder Agreement, dated as of 05/3/2023, pursuant to which Nebula Merger Sub, LLC, an indirect wholly owned subsidiary of Baytex (“merger sub”), agreed to be bound by terms & conditions of such agreement as a party thereto, (including the related plan of merger, as amended from time to time, the “Merger Agreement”). | Management | For | For | For | |||||
2. | To approve, by a non-binding advisory vote, certain compensation that may be paid or become payable to Ranger’s named executive officers that is based on or otherwise relates to the company merger. | Management | For | For | For | |||||
3. | To adjourn the Ranger special meeting to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to approve the Merger Agreement at the time of the Ranger special meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 27,446 | 0 | 09-Jun-2023 | 09-Jun-2023 |
ACTIVISION BLIZZARD, INC.
Security | 00507V109 | Meeting Type | Annual | |||||
Ticker Symbol | ATVI | Meeting Date | 21-Jun-2023 | |||||
ISIN | US00507V1098 | Agenda | 935851762 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1a. | Election of Director: Reveta Bowers | Management | For | For | For | |||||
1b. | Election of Director: Kerry Carr | Management | For | For | For | |||||
1c. | Election of Director: Robert Corti | Management | For | For | For | |||||
1d. | Election of Director: Brian Kelly | Management | For | For | For | |||||
1e. | Election of Director: Robert Kotick | Management | For | For | For | |||||
1f. | Election of Director: Barry Meyer | Management | For | For | For | |||||
1g. | Election of Director: Robert Morgado | Management | For | For | For | |||||
1h. | Election of Director: Peter Nolan | Management | For | For | For | |||||
1i. | Election of Director: Dawn Ostroff | Management | For | For | For | |||||
2. | Advisory vote to approve our executive compensation. | Management | For | For | For | |||||
3. | Advisory vote on frequency of future advisory votes to approve our executive compensation. | Management | 1 Year | 1 Year | For | |||||
4. | Ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm. | Management | For | For | For | |||||
5. | Shareholder proposal regarding shareholder ratification of termination pay. | Shareholder | Against | Against | For | |||||
6. | Shareholder proposal regarding adoption of a freedom of association and collective bargaining policy. | Shareholder | Against | Against | For | |||||
7. | Withdrawn by proponent | Shareholder | Against | Against | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 111,190 | 0 | 16-Jun-2023 | 16-Jun-2023 |
RADIUS GLOBAL INFRASTRUCTURE, INC.
Security | 750481103 | Meeting Type | Annual | |||||
Ticker Symbol | RADI | Meeting Date | 22-Jun-2023 | |||||
ISIN | US7504811032 | Agenda | 935854263 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1a. | Election of Director: Paul A. Gould | Management | For | For | For | |||||
1b. | Election of Director: Antoinette Cook Bush | Management | For | For | For | |||||
1c. | Election of Director: Thomas C. King | Management | For | For | For | |||||
1d. | Election of Director: Nick S. Advani | Management | For | For | For | |||||
1e. | Election of Director: Ashley Leeds | Management | For | For | For | |||||
2. | To ratify the appointment of KPMG LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2023. | Management | For | For | For | |||||
3. | To approve, on a non-binding advisory basis, the compensation of our named executive officers. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 183,126 | 0 | 16-Jun-2023 | 16-Jun-2023 |
UNI-SELECT INC.
Security | 90457D100 | Meeting Type | Annual | |||||
Ticker Symbol | UNIEF | Meeting Date | 22-Jun-2023 | |||||
ISIN | CA90457D1006 | Agenda | 935877413 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | DIRECTOR | Management | ||||||||
1 Michelle Cormier | For | For | For | |||||||
2 Martin Garand | For | For | For | |||||||
3 Karen Laflamme | For | For | For | |||||||
4 Chantel E. Lenard | For | For | For | |||||||
5 Brian McManus | For | For | For | |||||||
6 Frederick J. Mifflin | For | For | For | |||||||
7 David G. Samuel | For | For | For | |||||||
2 | Appointment of Ernst & Young LLP as auditor and authorization of the Board of Directors to fix its remuneration. | Management | For | For | For | |||||
3 | Consideration of an advisory resolution on executive compensation. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76ESSTA 01 OM | LG MASTERS ALT STRATEGIES FUND | Y76E | STATE STREET TRUST | 50,680 | 0 | 09-Jun-2023 | 09-Jun-2023 |
ABSOLUTE SOFTWARE CORPORATION
Security | 00386B109 | Meeting Type | Special | |||||
Ticker Symbol | ABST | Meeting Date | 29-Jun-2023 | |||||
ISIN | CA00386B1094 | Agenda | 935888226 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | To consider and, if deemed advisable, pass, with or without variation, a special resolution of Securityholders substantially in the form attached as Appendix “C” to the accompanying management information circular, to approve an arrangement under section 288 of the Business Corporations Act (British Columbia), involving the Company and 1414364 B.C. Ltd., as more particularly described in the accompanying management information circular. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 133,438 | 0 | 22-Jun-2023 | 22-Jun-2023 |
EMIS GROUP PLC
Security | G2898S102 | Meeting Type | Annual General Meeting | |||||
Ticker Symbol | Meeting Date | 29-Jun-2023 | ||||||
ISIN | GB00B61D1Y04 | Agenda | 717388931 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1 | TO RECEIVE AND ADOPT THE AUDITED ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2022 TOGETHER WITH THE REPORTS OF THE DIRECTORS AND THE AUDITOR THEREON | Management | For | For | For | |||||
2 | TO APPROVE THE DIRECTORS REMUNERATION REPORT FOR THE YEAR ENDED 31 DECEMBER 2022 | Management | For | For | For | |||||
3 | TO APPROVE AND DECLARE A FINAL DIVIDEND OF 21.1P PER ORDINARY SHARE OF 0.01P IN THE CAPITAL OF THE COMPANY IN RESPECT OF THE YEAR ENDED 31 DECEMBER 2022 | Management | For | For | For | |||||
4 | TO RE-ELECT PATRICK DE SMEDT AS A DIRECTOR OF THE COMPANY | Management | For | For | For | |||||
5 | TO RE-ELECT ANDY THORBURN AS A DIRECTOR OF THE COMPANY | Management | For | For | For | |||||
6 | TO RE-ELECT PETER SOUTHBY AS A DIRECTOR OF THE COMPANY | Management | For | For | For | |||||
7 | TO RE-ELECT KEVIN BOYD AS A DIRECTOR OF THE COMPANY | Management | For | For | For | |||||
8 | TO RE-ELECT JEN BYRNE AS A DIRECTOROF THE COMPANY | Management | For | For | For | |||||
9 | TO RE-ELECT JP RANGASWAMI AS A DIRECTOR OF THE COMPANY | Management | For | For | For | |||||
10 | TO RE-ELECT DENISE COLLIS AS ADIRECTOR OF THE COMPANY | Management | For | For | For | |||||
11 | TO RE-APPOINT KPMG LLP AS AUDITOR TO THE COMPANY TO HOLD OFFICE FROM THE CONCLUSION OF THIS MEETING UNTIL THE CONCLUSION OF THE NEXT AGM OF THE COMPANY | Management | For | For | For |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
12 | TO AUTHORISE THE DIRECTORS TO FIX THE AUDITOR’S REMUNERATION | Management | For | For | For | |||||
13 | THAT, THE DIRECTORS ARE AUTHORISED TO EXERCISE ALL POWERS OF THE COMPANY TO ALLOT SHARES IN THE COMPANY UP TO A MAXIMUM NOMINAL AMOUNT OF 211,037 GBP | Management | For | For | For | |||||
14 | TO AUTHORISE THE COMPANY TO MAKE POLITICAL DONATIONS NOT EXCEEDING 10,000 GBP IN AGGREGATE | Management | For | For | For | |||||
15 | THAT, SUBJECT TO THE PASSING OF RESOLUTION 13, THE DIRECTORS ARE GIVEN THE GENERAL POWER TO ALLOT EQUITY SECURITIES FOR CASH | Management | For | For | For | |||||
16 | THAT, SUBJECT TO THE PASSING OF RESOLUTION 15, THE DIRECTORS ARE GIVEN THE GENERAL POWER TO ALLOT EQUITY SECURITIES FOR CASH | Management | For | For | For | |||||
17 | THAT THE COMPANY BE AUTHORISED FOR THE PURPOSE OF S.701 OF THE COMPANIES ACT 2006 TO MAKE MARKET PURCHASES OF ORDINARY SHARES OF 0.01 GBP EACH | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
Y76E | Y76E | STATE STREET BANK | 33,414 | 0 | 22-Jun-2023 | 22-Jun-2023 |
NATIONAL INSTRUMENTS CORPORATION
Security | 636518102 | Meeting Type | Special | |||||
Ticker Symbol | NATI | Meeting Date | 29-Jun-2023 | |||||
ISIN | US6365181022 | Agenda | 935887147 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1. | To adopt the Agreement and Plan of Merger, dated as of April 12, 2023, by and among National Instruments Corporation, Emerson Electric Co., and Emersub CXIV (as it may be amended from time to time, the “Merger Agreement”). | Management | For | For | For | |||||
2. | To approve, on an advisory (nonbinding) basis, the compensation that may be paid or become payable to National Instruments Corporation’s named executive officers that is based on or otherwise relates to the Merger Agreement and the transactions contemplated by the Merger Agreement. | Management | For | For | For | |||||
3. | To approve any adjournment of the special meeting of stockholders of National Instruments Corporation (the “Special Meeting”), if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 103,091 | 0 | 26-Jun-2023 | 26-Jun-2023 |
BELLUS HEALTH INC.
Security | 07987C204 | Meeting Type | Annual and Special Meeting | |||||
Ticker Symbol | BLU | Meeting Date | 30-Jun-2023 | |||||
ISIN | CA07987C2040 | Agenda | 935889230 - Management |
Item | Proposal | Proposed by | Vote | Management | For/Against | |||||
1A | Election of Director—Dr. Francesco Bellini, O.C. | Management | For | For | For | |||||
1B | Election of Director—Roberto Bellini | Management | For | For | For | |||||
1C | Election of Director—Dr. Youssef L. Bennani | Management | For | For | For | |||||
1D | Election of Director—Franklin M. Berger, CFA | Management | For | For | For | |||||
1E | Election of Director—Dr. Clarissa Desjardins | Management | For | For | For | |||||
1F | Election of Director—Pierre Larochelle | Management | For | For | For | |||||
1G | Election of Director—Dr. William Mezzanotte | Management | For | For | For | |||||
1H | Election of Director—Joseph Rus | Management | For | For | For | |||||
2 | Appointment of KPMG LLP as Auditors of the Company for the ensuing year and authorizing the Audit Committee to fix their remuneration. | Management | For | For | For | |||||
3 | Ratification and confirmation of a resolution approving the unallocated options under the Stock Option Plan. | Management | For | For | For |
Account | Account Name | Internal Account | Custodian | Ballot Shares | Unavailable Shares | Vote Date | Date | |||||||
997Y76E | LG MASTERS ALT STRATEGIES FUND | 997Y76E | STATE STREET BANK & TRUST CO | 146,262 | 0 | 22-Jun-2023 | 22-Jun-2023 |
Company Name | Meeting Date | Ticker | Security ID | Agenda Item Number | Agenda Item Description | Management or Shareholder Proposal | Management Recommendation | Fund Vote | ||||||||
Company Name as it appeared on the ballot | ISO Date Format (yyyymmdd) | Cusip, isin, or sedol as it appears on the ballot. | As it appears on the ballot | As it appears on the ballot | Identify MGMT or Sharehold - any item not defined will be assumed management | As it appears on the ballot | FOR, AGAINST, ABSTAIN, WITHHOLD, etc | |||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 1 | Approval of the statutory stand-alone financial statements | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 2 | Approval of the consolidated financial statements | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 3 | Approval of discharge (quitus) to directors for proper performance of their duties | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 4 | Approval of carry forward of net results | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 5 | Confirmation of David Wajsgras (co-opted) as director | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 6 | Confirmation of David Mack (co-opted) as director | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 7 | Re-election of Director: Roy Chestnutt | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 8 | Re-election of Director: Lisa Hammitt | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 9 | Re-election of Director: David Mack | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 10 | Re-election of Director: Marc Montagner | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 11 | Re-election of Director: Easwaran Sundaram | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 12 | Re-election of Director: David Wajsgras | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 13 | Re-election of Director: Jinhy Yoon | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 14 | Ratification of directors remuneration for 2022 | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 15 | Approval of directors remuneration for 2023 | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 16 | Approval of re-appointment of KPMG Audit S.a r.l. as approved statutory auditor | MGMT | For | For | ||||||||
Intelsat S.A. | 20230621 | NA | L5217E120 | 17 | Approval of share repurchases and treasury share holdings, pursuant to and in line with Article 9 of the articles of association of the Company (relating to communication laws) | MGMT | For | For | ||||||||
UPL Corporation Limited | 20221117 | 8LSB | V96177AC0 | 1 | This Meeting Of Holders By Extraordinary Resolution Hereby: Consent To The Execution Of The Supplemental Trust Deed By The Issuer S Subsidiary, Upl Ltd To Provide A Subordinated Guarantee On The Due And Punctual Payment Of The Principal Of And Interest On The Securities And Of Any Other Amounts Payable By The Issuer Under The Trust Deed | MGMT | N/A | TNA | ||||||||
UPL Corporation Limited | 20221117 | 8LSB | V96177AC0 | 2 | Non-Voting Meeting Note | N/A | N/A | TNA |
PROXY VOTING RECORD
FOR PERIOD JULY 1, 2022 TO JUNE 30, 2023
iMGP High Income Fund
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Text | Management Recommendation | Voting Policy Recommendation | Vote Instruction | Voting Policy Rationale | Voted | ||||||||||
BlackRock Corporate High Yield Fund, Inc. | HYT | 09255P107 | 25-Jul-22 | Management | Elect Director Frank J. Fabozzi | For | For | For | A vote FOR the director nominees is warranted. | Yes | ||||||||||
BlackRock Corporate High Yield Fund, Inc. | HYT | 09255P107 | 25-Jul-22 | Management | Elect Director Robert Fairbairn | For | For | For | A vote FOR the director nominees is warranted. | Yes | ||||||||||
BlackRock Corporate High Yield Fund, Inc. | HYT | 09255P107 | 25-Jul-22 | Management | Elect Director J. Phillip Holloman | For | For | For | A vote FOR the director nominees is warranted. | Yes | ||||||||||
BlackRock Credit Allocation Income Trust | BTZ | 092508100 | 25-Jul-22 | Management | Elect Director Cynthia L. Egan | For | For | For | A vote FOR the director nominees is warranted. | Yes | ||||||||||
BlackRock Credit Allocation Income Trust | BTZ | 092508100 | 25-Jul-22 | Management | Elect Director Robert Fairbairn | For | For | For | A vote FOR the director nominees is warranted. | Yes | ||||||||||
BlackRock Credit Allocation Income Trust | BTZ | 092508100 | 25-Jul-22 | Management | Elect Director Stayce D. Harris | For | For | For | A vote FOR the director nominees is warranted. | Yes | ||||||||||
BlackRock Debt Strategies Fund, Inc | DSU | 09255R202 | 25-Jul-22 | Management | Elect Director Frank J. Fabozzi | For | For | For | A vote FOR the director nominees is warranted. | Yes | ||||||||||
BlackRock Debt Strategies Fund, Inc | DSU | 09255R202 | 25-Jul-22 | Management | Elect Director Robert Fairbairn | For | For | For | A vote FOR the director nominees is warranted. | Yes | ||||||||||
BlackRock Debt Strategies Fund, Inc | DSU | 09255R202 | 25-Jul-22 | Management | Elect Director J. Phillip Holloman | For | For | For | A vote FOR the director nominees is warranted. | Yes | ||||||||||
Eaton Vance Limited Duration Income Fund | EVV | 27828H105 | 12-Jan-23 | Management | Elect Director Thomas E. Faust, Jr. | For | For | For | A vote FOR the director nominees is warranted. | Yes | ||||||||||
Eaton Vance Limited Duration Income Fund | EVV | 27828H105 | 12-Jan-23 | Management | Elect Director Mark R. Fetting | For | For | For | A vote FOR the director nominees is warranted. | Yes | ||||||||||
Eaton Vance Limited Duration Income Fund | EVV | 27828H105 | 12-Jan-23 | Management | Elect Director Keith Quinton | For | For | For | A vote FOR the director nominees is warranted. | Yes |
PROXY VOTING RECORD
FOR PERIOD JULY 1, 2022 TO JUNE 30, 2023
iMGP SBH Focused Small Value Fund
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
AZZ Inc. | AZZ | 002474104 | 12-Jul-22 | Management | 1a | Elect Director Daniel E. Berce | For | For | Yes | No | ||||||||||
AZZ Inc. | AZZ | 002474104 | 12-Jul-22 | Management | 1b | Elect Director Paul Eisman | For | For | Yes | No | ||||||||||
AZZ Inc. | AZZ | 002474104 | 12-Jul-22 | Management | 1c | Elect Director Daniel R. Feehan | For | For | Yes | No | ||||||||||
AZZ Inc. | AZZ | 002474104 | 12-Jul-22 | Management | 1d | Elect Director Thomas E. Ferguson | For | For | Yes | No | ||||||||||
AZZ Inc. | AZZ | 002474104 | 12-Jul-22 | Management | 1e | Elect Director Clive A. Grannum | For | For | Yes | No | ||||||||||
AZZ Inc. | AZZ | 002474104 | 12-Jul-22 | Management | 1f | Elect Director Carol R. Jackson | For | For | Yes | No | ||||||||||
AZZ Inc. | AZZ | 002474104 | 12-Jul-22 | Management | 1g | Elect Director David M. Kaden | For | For | Yes | No | ||||||||||
AZZ Inc. | AZZ | 002474104 | 12-Jul-22 | Management | 1h | Elect Director Venita McCellon-Allen | For | For | Yes | No | ||||||||||
AZZ Inc. | AZZ | 002474104 | 12-Jul-22 | Management | 1i | Elect Director Ed McGough | For | For | Yes | No | ||||||||||
AZZ Inc. | AZZ | 002474104 | 12-Jul-22 | Management | 1j | Elect Director Steven R. Purvis | For | For | Yes | No | ||||||||||
AZZ Inc. | AZZ | 002474104 | 12-Jul-22 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
AZZ Inc. | AZZ | 002474104 | 12-Jul-22 | Management | 3 | Approve Conversion of Securities | For | For | Yes | No | ||||||||||
AZZ Inc. | AZZ | 002474104 | 12-Jul-22 | Management | 4 | Ratify Grant Thornton, LLP as Auditors | For | For | Yes | No | ||||||||||
Modine Manufacturing Company | MOD | 607828100 | 21-Jul-22 | Management | 1a | Elect Director Neil D. Brinker | For | For | Yes | No | ||||||||||
Modine Manufacturing Company | MOD | 607828100 | 21-Jul-22 | Management | 1b | Elect Director Katherine C. Harper | For | For | Yes | No | ||||||||||
Modine Manufacturing Company | MOD | 607828100 | 21-Jul-22 | Management | 1c | Elect Director David J. Wilson | For | For | Yes | No | ||||||||||
Modine Manufacturing Company | MOD | 607828100 | 21-Jul-22 | Management | 2 | Amend Omnibus Stock Plan | For | For | Yes | No | ||||||||||
Modine Manufacturing Company | MOD | 607828100 | 21-Jul-22 | Management | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Modine Manufacturing Company | MOD | 607828100 | 21-Jul-22 | Management | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | No | ||||||||||
EnerSys | ENS | 29275Y102 | 04-Aug-22 | Management | 1.1 | Elect Director Howard I. Hoffen | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
EnerSys | ENS | 29275Y102 | 04-Aug-22 | Management | 1.2 | Elect Director David M. Shaffer | For | For | Yes | No | ||||||||||
EnerSys | ENS | 29275Y102 | 04-Aug-22 | Management | 1.3 | Elect Director Ronald P. Vargo | For | For | Yes | No | ||||||||||
EnerSys | ENS | 29275Y102 | 04-Aug-22 | Management | 2 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | No | ||||||||||
EnerSys | ENS | 29275Y102 | 04-Aug-22 | Management | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
CIRCOR International, Inc. | CIR | 17273K109 | 04-Oct-22 | Management | 1a | Elect Director Samuel R. Chapin | For | For | Yes | No | ||||||||||
CIRCOR International, Inc. | CIR | 17273K109 | 04-Oct-22 | Management | 1b | Elect Director Tina M. Donikowski | For | Against | Yes | Yes | ||||||||||
CIRCOR International, Inc. | CIR | 17273K109 | 04-Oct-22 | Management | 1c | Elect Director Bruce Lisman | For | For | Yes | No | ||||||||||
CIRCOR International, Inc. | CIR | 17273K109 | 04-Oct-22 | Management | 1d | Elect Director Helmuth Ludwig | For | For | Yes | No | ||||||||||
CIRCOR International, Inc. | CIR | 17273K109 | 04-Oct-22 | Management | 1e | Elect Director John (Andy) O’Donnell | For | For | Yes | No | ||||||||||
CIRCOR International, Inc. | CIR | 17273K109 | 04-Oct-22 | Management | 1f | Elect Director Jill D. Smith | For | For | Yes | No | ||||||||||
CIRCOR International, Inc. | CIR | 17273K109 | 04-Oct-22 | Management | 2 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | No | ||||||||||
CIRCOR International, Inc. | CIR | 17273K109 | 04-Oct-22 | Management | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Mercury Systems, Inc. | MRCY | 589378108 | 26-Oct-22 | Management | 1.1 | Elect Director William L. Ballhaus | For | For | Yes | No | ||||||||||
Mercury Systems, Inc. | MRCY | 589378108 | 26-Oct-22 | Management | 1.2 | Elect Director Lisa S. Disbrow | For | For | Yes | No | ||||||||||
Mercury Systems, Inc. | MRCY | 589378108 | 26-Oct-22 | Management | 1.3 | Elect Director Howard L. Lance | For | For | Yes | No | ||||||||||
Mercury Systems, Inc. | MRCY | 589378108 | 26-Oct-22 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Yes | Yes | ||||||||||
Mercury Systems, Inc. | MRCY | 589378108 | 26-Oct-22 | Management | 3 | Amend Omnibus Stock Plan | For | For | Yes | No | ||||||||||
Mercury Systems, Inc. | MRCY | 589378108 | 26-Oct-22 | Management | 4 | Ratify KPMG LLP as Auditors | For | For | Yes | No | ||||||||||
Mercury Systems, Inc. | MRCY | 589378108 | 26-Oct-22 | Management | 5 | Other Business | For | Against | Yes | Yes | ||||||||||
Coty Inc. | COTY | 222070203 | 03-Nov-22 | Management | 1.1 | Elect Director Beatrice Ballini | For | Withhold | Yes | Yes |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
Coty Inc. | COTY | 222070203 | 03-Nov-22 | Management | 1.2 | Elect Director Joachim Creus | For | For | Yes | No | ||||||||||
Coty Inc. | COTY | 222070203 | 03-Nov-22 | Management | 1.3 | Elect Director Olivier Goudet | For | For | Yes | No | ||||||||||
Coty Inc. | COTY | 222070203 | 03-Nov-22 | Management | 1.4 | Elect Director Peter Harf | For | For | Yes | No | ||||||||||
Coty Inc. | COTY | 222070203 | 03-Nov-22 | Management | 1.5 | Elect Director Johannes P. Huth | For | Withhold | Yes | Yes | ||||||||||
Coty Inc. | COTY | 222070203 | 03-Nov-22 | Management | 1.6 | Elect Director Maria Ausuncion Aramburuzabala Larregui | For | Withhold | Yes | Yes | ||||||||||
Coty Inc. | COTY | 222070203 | 03-Nov-22 | Management | 1.7 | Elect Director Anna Adeola Makanju | For | Withhold | Yes | Yes | ||||||||||
Coty Inc. | COTY | 222070203 | 03-Nov-22 | Management | 1.8 | Elect Director Sue Y. Nabi | For | For | Yes | No | ||||||||||
Coty Inc. | COTY | 222070203 | 03-Nov-22 | Management | 1.9 | Elect Director Isabelle Parize | For | For | Yes | No | ||||||||||
Coty Inc. | COTY | 222070203 | 03-Nov-22 | Management | 1.10 | Elect Director Erhard Schoewel | For | Withhold | Yes | Yes | ||||||||||
Coty Inc. | COTY | 222070203 | 03-Nov-22 | Management | 1.11 | Elect Director Robert Singer | For | For | Yes | No | ||||||||||
Coty Inc. | COTY | 222070203 | 03-Nov-22 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Yes | Yes | ||||||||||
Coty Inc. | COTY | 222070203 | 03-Nov-22 | Management | 3 | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | No | ||||||||||
Glatfelter Corporation | GLT | 377320106 | 11-Nov-22 | Management | 1 | Adopt Majority Voting for Uncontested Election of Directors | For | For | Yes | No | ||||||||||
Glatfelter Corporation | GLT | 377320106 | 11-Nov-22 | Management | 2 | Eliminate Cumulative Voting | For | For | Yes | No | ||||||||||
Glatfelter Corporation | GLT | 377320106 | 11-Nov-22 | Management | 3 | Establish Range for Board Size | For | For | Yes | No | ||||||||||
Glatfelter Corporation | GLT | 377320106 | 11-Nov-22 | Management | 4 | Amend Bylaws to Eliminate Designated Annual Meeting Date and Time | For | For | Yes | No | ||||||||||
Glatfelter Corporation | GLT | 377320106 | 11-Nov-22 | Management | 5 | Provide Proxy Access Right | For | For | Yes | No | ||||||||||
Glatfelter Corporation | GLT | 377320106 | 11-Nov-22 | Management | 6 | Amend Bylaws to Clarify Voting Standards | For | For | Yes | No | ||||||||||
The Hain Celestial Group, Inc. | HAIN | 405217100 | 17-Nov-22 | Management | 1a | Elect Director Richard A. Beck | For | For | Yes | No | ||||||||||
The Hain Celestial Group, Inc. | HAIN | 405217100 | 17-Nov-22 | Management | 1b | Elect Director Celeste A. Clark | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
The Hain Celestial Group, Inc. | HAIN | 405217100 | 17-Nov-22 | Management | 1c | Elect Director Dean Hollis | For | For | Yes | No | ||||||||||
The Hain Celestial Group, Inc. | HAIN | 405217100 | 17-Nov-22 | Management | 1d | Elect Director Shervin J. Korangy | For | For | Yes | No | ||||||||||
The Hain Celestial Group, Inc. | HAIN | 405217100 | 17-Nov-22 | Management | 1e | Elect Director Mark L. Schiller | For | For | Yes | No | ||||||||||
The Hain Celestial Group, Inc. | HAIN | 405217100 | 17-Nov-22 | Management | 1f | Elect Director Michael B. Sims | For | For | Yes | No | ||||||||||
The Hain Celestial Group, Inc. | HAIN | 405217100 | 17-Nov-22 | Management | 1g | Elect Director Carlyn R. Taylor | For | For | Yes | No | ||||||||||
The Hain Celestial Group, Inc. | HAIN | 405217100 | 17-Nov-22 | Management | 1h | Elect Director Dawn M. Zier | For | For | Yes | No | ||||||||||
The Hain Celestial Group, Inc. | HAIN | 405217100 | 17-Nov-22 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
The Hain Celestial Group, Inc. | HAIN | 405217100 | 17-Nov-22 | Management | 3 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | No | ||||||||||
The Hain Celestial Group, Inc. | HAIN | 405217100 | 17-Nov-22 | Management | 4 | Approve Omnibus Stock Plan | For | For | Yes | No | ||||||||||
Orthofix Medical Inc. | OFIX | 68752M108 | 04-Jan-23 | Management | 1 | Issue Shares in Connection with the Merger | For | For | Yes | No | ||||||||||
Orthofix Medical Inc. | OFIX | 68752M108 | 04-Jan-23 | Management | 2 | Adjourn Meeting | For | For | Yes | No | ||||||||||
Compass Minerals International, Inc. | CMP | 20451N101 | 15-Feb-23 | Management | 1a | Elect Director Kevin S. Crutchfield | For | For | Yes | No | ||||||||||
Compass Minerals International, Inc. | CMP | 20451N101 | 15-Feb-23 | Management | 1b | Elect Director Jon A. Chisholm | For | For | Yes | No | ||||||||||
Compass Minerals International, Inc. | CMP | 20451N101 | 15-Feb-23 | Management | 1c | Elect Director Richard P. Dealy | For | For | Yes | No | ||||||||||
Compass Minerals International, Inc. | CMP | 20451N101 | 15-Feb-23 | Management | 1d | Elect Director Edward C. Dowling, Jr. | For | For | Yes | No | ||||||||||
Compass Minerals International, Inc. | CMP | 20451N101 | 15-Feb-23 | Management | 1e | Elect Director Eric Ford | For | For | Yes | No | ||||||||||
Compass Minerals International, Inc. | CMP | 20451N101 | 15-Feb-23 | Management | 1f | Elect Director Gareth T. Joyce | For | For | Yes | No | ||||||||||
Compass Minerals International, Inc. | CMP | 20451N101 | 15-Feb-23 | Management | 1g | Elect Director Melissa M. Miller | For | For | Yes | No | ||||||||||
Compass Minerals International, Inc. | CMP | 20451N101 | 15-Feb-23 | Management | 1h | Elect Director Joseph E. Reece | For | For | Yes | No | ||||||||||
Compass Minerals International, Inc. | CMP | 20451N101 | 15-Feb-23 | Management | 1i | Elect Director Shane T. Wagnon | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
Compass Minerals International, Inc. | CMP | 20451N101 | 15-Feb-23 | Management | 1j | Elect Director Lori A. Walker | For | For | Yes | No | ||||||||||
Compass Minerals International, Inc. | CMP | 20451N101 | 15-Feb-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Compass Minerals International, Inc. | CMP | 20451N101 | 15-Feb-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
Compass Minerals International, Inc. | CMP | 20451N101 | 15-Feb-23 | Management | 4 | Amend Omnibus Stock Plan | For | For | Yes | No | ||||||||||
Compass Minerals International, Inc. | CMP | 20451N101 | 15-Feb-23 | Management | 5 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | No | ||||||||||
REV Group, Inc. | REVG | 749527107 | 23-Feb-23 | Management | 1.1 | Elect Director Paul Bamatter | For | Withhold | Yes | Yes | ||||||||||
REV Group, Inc. | REVG | 749527107 | 23-Feb-23 | Management | 1.2 | Elect Director Dino Cusumano | For | For | Yes | No | ||||||||||
REV Group, Inc. | REVG | 749527107 | 23-Feb-23 | Management | 1.3 | Elect Director Randall Swift | For | For | Yes | No | ||||||||||
REV Group, Inc. | REVG | 749527107 | 23-Feb-23 | Management | 2 | Ratify RSM US LLP as Auditors | For | For | Yes | No | ||||||||||
REV Group, Inc. | REVG | 749527107 | 23-Feb-23 | Management | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Helmerich & Payne, Inc. | HP | 423452101 | 28-Feb-23 | Management | 1a | Elect Director Delaney M. Bellinger | For | For | Yes | No | ||||||||||
Helmerich & Payne, Inc. | HP | 423452101 | 28-Feb-23 | Management | 1b | Elect Director Belgacem Chariag | For | For | Yes | No | ||||||||||
Helmerich & Payne, Inc. | HP | 423452101 | 28-Feb-23 | Management | 1c | Elect Director Kevin G. Cramton | For | For | Yes | No | ||||||||||
Helmerich & Payne, Inc. | HP | 423452101 | 28-Feb-23 | Management | 1d | Elect Director Randy A. Foutch | For | For | Yes | No | ||||||||||
Helmerich & Payne, Inc. | HP | 423452101 | 28-Feb-23 | Management | 1e | Elect Director Hans Helmerich | For | For | Yes | No | ||||||||||
Helmerich & Payne, Inc. | HP | 423452101 | 28-Feb-23 | Management | 1f | Elect Director John W. Lindsay | For | For | Yes | No | ||||||||||
Helmerich & Payne, Inc. | HP | 423452101 | 28-Feb-23 | Management | 1g | Elect Director Jose R. Mas | For | For | Yes | No | ||||||||||
Helmerich & Payne, Inc. | HP | 423452101 | 28-Feb-23 | Management | 1h | Elect Director Thomas A. Petrie | For | For | Yes | No | ||||||||||
Helmerich & Payne, Inc. | HP | 423452101 | 28-Feb-23 | Management | 1i | Elect Director Donald F. Robillard, Jr. | For | For | Yes | No | ||||||||||
Helmerich & Payne, Inc. | HP | 423452101 | 28-Feb-23 | Management | 1j | Elect Director John D. Zeglis | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
Helmerich & Payne, Inc. | HP | 423452101 | 28-Feb-23 | Management | 2 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | No | ||||||||||
Helmerich & Payne, Inc. | HP | 423452101 | 28-Feb-23 | Management | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Helmerich & Payne, Inc. | HP | 423452101 | 28-Feb-23 | Management | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
Quanex Building Products Corporation | NX | 747619104 | 28-Feb-23 | Management | 1.1 | Elect Director Susan F. Davis | For | For | Yes | No | ||||||||||
Quanex Building Products Corporation | NX | 747619104 | 28-Feb-23 | Management | 1.2 | Elect Director William C. Griffiths | For | For | Yes | No | ||||||||||
Quanex Building Products Corporation | NX | 747619104 | 28-Feb-23 | Management | 1.3 | Elect Director Bradley E. Hughes | For | For | Yes | No | ||||||||||
Quanex Building Products Corporation | NX | 747619104 | 28-Feb-23 | Management | 1.4 | Elect Director Jason D. Lippert | For | For | Yes | No | ||||||||||
Quanex Building Products Corporation | NX | 747619104 | 28-Feb-23 | Management | 1.5 | Elect Director Donald R. Maier | For | For | Yes | No | ||||||||||
Quanex Building Products Corporation | NX | 747619104 | 28-Feb-23 | Management | 1.6 | Elect Director Meredith W. Mendes | For | For | Yes | No | ||||||||||
Quanex Building Products Corporation | NX | 747619104 | 28-Feb-23 | Management | 1.7 | Elect Director Curtis M. Stevens | For | For | Yes | No | ||||||||||
Quanex Building Products Corporation | NX | 747619104 | 28-Feb-23 | Management | 1.8 | Elect Director William E. Waltz, Jr. | For | For | Yes | No | ||||||||||
Quanex Building Products Corporation | NX | 747619104 | 28-Feb-23 | Management | 1.9 | Elect Director George L. Wilson | For | For | Yes | No | ||||||||||
Quanex Building Products Corporation | NX | 747619104 | 28-Feb-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Quanex Building Products Corporation | NX | 747619104 | 28-Feb-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
Quanex Building Products Corporation | NX | 747619104 | 28-Feb-23 | Management | 4 | Ratify Grant Thornton LLP as Auditors | For | For | Yes | No | ||||||||||
Regal Rexnord Corporation | RRX | 758750103 | 25-Apr-23 | Management | 1a | Elect Director Jan A. Bertsch | For | For | Yes | No | ||||||||||
Regal Rexnord Corporation | RRX | 758750103 | 25-Apr-23 | Management | 1b | Elect Director Stephen M. Burt | For | For | Yes | No | ||||||||||
Regal Rexnord Corporation | RRX | 758750103 | 25-Apr-23 | Management | 1c | Elect Director Anesa T. Chaibi | For | For | Yes | No | ||||||||||
Regal Rexnord Corporation | RRX | 758750103 | 25-Apr-23 | Management | 1d | Elect Director Theodore D. Crandall | For | For | Yes | No | ||||||||||
Regal Rexnord Corporation | RRX | 758750103 | 25-Apr-23 | Management | 1e | Elect Director Michael P. Doss | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
Regal Rexnord Corporation | RRX | 758750103 | 25-Apr-23 | Management | 1f | Elect Director Michael F. Hilton | For | For | Yes | No | ||||||||||
Regal Rexnord Corporation | RRX | 758750103 | 25-Apr-23 | Management | 1g | Elect Director Louis V. Pinkham | For | For | Yes | No | ||||||||||
Regal Rexnord Corporation | RRX | 758750103 | 25-Apr-23 | Management | 1h | Elect Director Rakesh Sachdev | For | For | Yes | No | ||||||||||
Regal Rexnord Corporation | RRX | 758750103 | 25-Apr-23 | Management | 1i | Elect Director Curtis W. Stoelting | For | For | Yes | No | ||||||||||
Regal Rexnord Corporation | RRX | 758750103 | 25-Apr-23 | Management | 1j | Elect Director Robin A. Walker-Lee | For | For | Yes | No | ||||||||||
Regal Rexnord Corporation | RRX | 758750103 | 25-Apr-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Regal Rexnord Corporation | RRX | 758750103 | 25-Apr-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
Regal Rexnord Corporation | RRX | 758750103 | 25-Apr-23 | Management | 4 | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | No | ||||||||||
Regal Rexnord Corporation | RRX | 758750103 | 25-Apr-23 | Management | 5 | Approve Omnibus Stock Plan | For | For | Yes | No | ||||||||||
STAG Industrial, Inc. | STAG | 85254J102 | 25-Apr-23 | Management | 1a | Elect Director Benjamin S. Butcher | For | For | Yes | No | ||||||||||
STAG Industrial, Inc. | STAG | 85254J102 | 25-Apr-23 | Management | 1b | Elect Director Jit Kee Chin | For | For | Yes | No | ||||||||||
STAG Industrial, Inc. | STAG | 85254J102 | 25-Apr-23 | Management | 1c | Elect Director Virgis W. Colbert | For | For | Yes | No | ||||||||||
STAG Industrial, Inc. | STAG | 85254J102 | 25-Apr-23 | Management | 1d | Elect Director William R. Crooker | For | For | Yes | No | ||||||||||
STAG Industrial, Inc. | STAG | 85254J102 | 25-Apr-23 | Management | 1e | Elect Director Michelle S. Dilley | For | For | Yes | No | ||||||||||
STAG Industrial, Inc. | STAG | 85254J102 | 25-Apr-23 | Management | 1f | Elect Director Jeffrey D. Furber | For | For | Yes | No | ||||||||||
STAG Industrial, Inc. | STAG | 85254J102 | 25-Apr-23 | Management | 1g | Elect Director Larry T. Guillemette | For | For | Yes | No | ||||||||||
STAG Industrial, Inc. | STAG | 85254J102 | 25-Apr-23 | Management | 1h | Elect Director Francis X. Jacoby, III | For | For | Yes | No | ||||||||||
STAG Industrial, Inc. | STAG | 85254J102 | 25-Apr-23 | Management | 1i | Elect Director Christopher P. Marr | For | For | Yes | No | ||||||||||
STAG Industrial, Inc. | STAG | 85254J102 | 25-Apr-23 | Management | 1j | Elect Director Hans S. Weger | For | For | Yes | No | ||||||||||
STAG Industrial, Inc. | STAG | 85254J102 | 25-Apr-23 | Management | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
STAG Industrial, Inc. | STAG | 85254J102 | 25-Apr-23 | Management | 3 | Amend Omnibus Stock Plan | For | For | Yes | No | ||||||||||
STAG Industrial, Inc. | STAG | 85254J102 | 25-Apr-23 | Management | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Glacier Bancorp, Inc. | GBCI | 37637Q105 | 26-Apr-23 | Management | 1.1 | Elect Director David C. Boyles | For | For | Yes | No | ||||||||||
Glacier Bancorp, Inc. | GBCI | 37637Q105 | 26-Apr-23 | Management | 1.2 | Elect Director Robert A. Cashell, Jr. | For | For | Yes | No | ||||||||||
Glacier Bancorp, Inc. | GBCI | 37637Q105 | 26-Apr-23 | Management | 1.3 | Elect Director Randall M. Chesler | For | For | Yes | No | ||||||||||
Glacier Bancorp, Inc. | GBCI | 37637Q105 | 26-Apr-23 | Management | 1.4 | Elect Director Sherry L. Cladouhos | For | For | Yes | No | ||||||||||
Glacier Bancorp, Inc. | GBCI | 37637Q105 | 26-Apr-23 | Management | 1.5 | Elect Director Jesus T. Espinoza | For | For | Yes | No | ||||||||||
Glacier Bancorp, Inc. | GBCI | 37637Q105 | 26-Apr-23 | Management | 1.6 | Elect Director Annie M. Goodwin | For | For | Yes | No | ||||||||||
Glacier Bancorp, Inc. | GBCI | 37637Q105 | 26-Apr-23 | Management | 1.7 | Elect Director Kristen L. Heck | For | For | Yes | No | ||||||||||
Glacier Bancorp, Inc. | GBCI | 37637Q105 | 26-Apr-23 | Management | 1.8 | Elect Director Michael B. Hormaechea | For | For | Yes | No | ||||||||||
Glacier Bancorp, Inc. | GBCI | 37637Q105 | 26-Apr-23 | Management | 1.9 | Elect Director Craig A. Langel | For | For | Yes | No | ||||||||||
Glacier Bancorp, Inc. | GBCI | 37637Q105 | 26-Apr-23 | Management | 1.10 | Elect Director Douglas J. McBride | For | For | Yes | No | ||||||||||
Glacier Bancorp, Inc. | GBCI | 37637Q105 | 26-Apr-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Glacier Bancorp, Inc. | GBCI | 37637Q105 | 26-Apr-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
Glacier Bancorp, Inc. | GBCI | 37637Q105 | 26-Apr-23 | Management | 4 | Ratify FORVIS LLP as Auditors | For | For | Yes | No | ||||||||||
Hancock Whitney Corporation | HWC | 410120109 | 26-Apr-23 | Management | 1.1 | Elect Director Frank E. Bertucci | For | For | Yes | No | ||||||||||
Hancock Whitney Corporation | HWC | 410120109 | 26-Apr-23 | Management | 1.2 | Elect Director Constantine S. Liollio | For | For | Yes | No | ||||||||||
Hancock Whitney Corporation | HWC | 410120109 | 26-Apr-23 | Management | 1.3 | Elect Director Thomas H. Olinde | For | For | Yes | No | ||||||||||
Hancock Whitney Corporation | HWC | 410120109 | 26-Apr-23 | Management | 1.4 | Elect Director Joan C. Teofilo | For | For | Yes | No | ||||||||||
Hancock Whitney Corporation | HWC | 410120109 | 26-Apr-23 | Management | 1.5 | Elect Director C. Richard Wilkins | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
Hancock Whitney Corporation | HWC | 410120109 | 26-Apr-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Hancock Whitney Corporation | HWC | 410120109 | 26-Apr-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
Hancock Whitney Corporation | HWC | 410120109 | 26-Apr-23 | Management | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | No | ||||||||||
South State Corporation | SSB | 840441109 | 26-Apr-23 | Management | 1a | Elect Director Ronald M. Cofield, Sr. | For | For | Yes | No | ||||||||||
South State Corporation | SSB | 840441109 | 26-Apr-23 | Management | 1b | Elect Director Shantella E. Cooper | For | For | Yes | No | ||||||||||
South State Corporation | SSB | 840441109 | 26-Apr-23 | Management | 1c | Elect Director John C. Corbett | For | For | Yes | No | ||||||||||
South State Corporation | SSB | 840441109 | 26-Apr-23 | Management | 1d | Elect Director Jean E. Davis | For | For | Yes | No | ||||||||||
South State Corporation | SSB | 840441109 | 26-Apr-23 | Management | 1e | Elect Director Martin B. Davis | For | For | Yes | No | ||||||||||
South State Corporation | SSB | 840441109 | 26-Apr-23 | Management | 1f | Elect Director Douglas J. Hertz | For | For | Yes | No | ||||||||||
South State Corporation | SSB | 840441109 | 26-Apr-23 | Management | 1g | Elect Director G. Ruffner Page, Jr. | For | For | Yes | No | ||||||||||
South State Corporation | SSB | 840441109 | 26-Apr-23 | Management | 1h | Elect Director William Knox Pou, Jr. | For | For | Yes | No | ||||||||||
South State Corporation | SSB | 840441109 | 26-Apr-23 | Management | 1i | Elect Director James W. Roquemore | For | For | Yes | No | ||||||||||
South State Corporation | SSB | 840441109 | 26-Apr-23 | Management | 1j | Elect Director David G. Salyers | For | For | Yes | No | ||||||||||
South State Corporation | SSB | 840441109 | 26-Apr-23 | Management | 1k | Elect Director Joshua A. Snively | For | For | Yes | No | ||||||||||
South State Corporation | SSB | 840441109 | 26-Apr-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
South State Corporation | SSB | 840441109 | 26-Apr-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
South State Corporation | SSB | 840441109 | 26-Apr-23 | Management | 4 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | No | ||||||||||
Sensient Technologies Corporation | SXT | 81725T100 | 27-Apr-23 | Management | 1.1 | Elect Director Joseph Carleone | For | For | Yes | No | ||||||||||
Sensient Technologies Corporation | SXT | 81725T100 | 27-Apr-23 | Management | 1.2 | Elect Director Kathleen Da Cunha | For | For | Yes | No | ||||||||||
Sensient Technologies Corporation | SXT | 81725T100 | 27-Apr-23 | Management | 1.3 | Elect Director Mario Ferruzzi | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
Sensient Technologies Corporation | SXT | 81725T100 | 27-Apr-23 | Management | 1.4 | Elect Director Carol R. Jackson | For | For | Yes | No | ||||||||||
Sensient Technologies Corporation | SXT | 81725T100 | 27-Apr-23 | Management | 1.5 | Elect Director Sharad P. Jain | For | For | Yes | No | ||||||||||
Sensient Technologies Corporation | SXT | 81725T100 | 27-Apr-23 | Management | 1.6 | Elect Director Donald W. Landry | For | For | Yes | No | ||||||||||
Sensient Technologies Corporation | SXT | 81725T100 | 27-Apr-23 | Management | 1.7 | Elect Director Paul Manning | For | For | Yes | No | ||||||||||
Sensient Technologies Corporation | SXT | 81725T100 | 27-Apr-23 | Management | 1.8 | Elect Director Deborah McKeithan-Gebhardt | For | For | Yes | No | ||||||||||
Sensient Technologies Corporation | SXT | 81725T100 | 27-Apr-23 | Management | 1.9 | Elect Director Scott C. Morrison | For | For | Yes | No | ||||||||||
Sensient Technologies Corporation | SXT | 81725T100 | 27-Apr-23 | Management | 1.10 | Elect Director Essie Whitelaw | For | For | Yes | No | ||||||||||
Sensient Technologies Corporation | SXT | 81725T100 | 27-Apr-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Sensient Technologies Corporation | SXT | 81725T100 | 27-Apr-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
Sensient Technologies Corporation | SXT | 81725T100 | 27-Apr-23 | Management | 4 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | No | ||||||||||
Terreno Realty Corporation | TRNO | 88146M101 | 02-May-23 | Management | 1a | Elect Director W. Blake Baird | For | For | Yes | No | ||||||||||
Terreno Realty Corporation | TRNO | 88146M101 | 02-May-23 | Management | 1b | Elect Director Michael A. Coke | For | For | Yes | No | ||||||||||
Terreno Realty Corporation | TRNO | 88146M101 | 02-May-23 | Management | 1c | Elect Director Linda Assante | For | For | Yes | No | ||||||||||
Terreno Realty Corporation | TRNO | 88146M101 | 02-May-23 | Management | 1d | Elect Director Gary N. Boston | For | For | Yes | No | ||||||||||
Terreno Realty Corporation | TRNO | 88146M101 | 02-May-23 | Management | 1e | Elect Director LeRoy E. Carlson | For | For | Yes | No | ||||||||||
Terreno Realty Corporation | TRNO | 88146M101 | 02-May-23 | Management | 1f | Elect Director Irene H. Oh | For | For | Yes | No | ||||||||||
Terreno Realty Corporation | TRNO | 88146M101 | 02-May-23 | Management | 1g | Elect Director Douglas M. Pasquale | For | For | Yes | No | ||||||||||
Terreno Realty Corporation | TRNO | 88146M101 | 02-May-23 | Management | 1h | Elect Director Dennis Polk | For | For | Yes | No | ||||||||||
Terreno Realty Corporation | TRNO | 88146M101 | 02-May-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Terreno Realty Corporation | TRNO | 88146M101 | 02-May-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
Terreno Realty Corporation | TRNO | 88146M101 | 02-May-23 | Management | 4 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | No | ||||||||||
Sterling Infrastructure, Inc. | STRL | 859241101 | 03-May-23 | Management | 1a | Elect Director Roger A. Cregg | For | For | Yes | No | ||||||||||
Sterling Infrastructure, Inc. | STRL | 859241101 | 03-May-23 | Management | 1b | Elect Director Joseph A. Cutillo | For | For | Yes | No | ||||||||||
Sterling Infrastructure, Inc. | STRL | 859241101 | 03-May-23 | Management | 1c | Elect Director Julie A. Dill | For | For | Yes | No | ||||||||||
Sterling Infrastructure, Inc. | STRL | 859241101 | 03-May-23 | Management | 1d | Elect Director Dana C. O’Brien | For | For | Yes | No | ||||||||||
Sterling Infrastructure, Inc. | STRL | 859241101 | 03-May-23 | Management | 1e | Elect Director Charles R. Patton | For | For | Yes | No | ||||||||||
Sterling Infrastructure, Inc. | STRL | 859241101 | 03-May-23 | Management | 1f | Elect Director Thomas M. White | For | For | Yes | No | ||||||||||
Sterling Infrastructure, Inc. | STRL | 859241101 | 03-May-23 | Management | 1g | Elect Director Dwayne A. Wilson | For | For | Yes | No | ||||||||||
Sterling Infrastructure, Inc. | STRL | 859241101 | 03-May-23 | Management | 2 | Increase Authorized Common Stock | For | For | Yes | No | ||||||||||
Sterling Infrastructure, Inc. | STRL | 859241101 | 03-May-23 | Management | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Sterling Infrastructure, Inc. | STRL | 859241101 | 03-May-23 | Management | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
Sterling Infrastructure, Inc. | STRL | 859241101 | 03-May-23 | Management | 5 | Ratify Grant Thornton LLP as Auditors | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 1 | Ratify KPMG LLP as Auditors | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 2.1 | Elect Director Donald C. Berg | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 2.2 | Elect Director Maryse Bertrand | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 2.3 | Elect Director Dhaval Buch | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 2.4 | Elect Director Marc Caira | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 2.5 | Elect Director Glenn J. Chamandy | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 2.6 | Elect Director Shirley E. Cunningham | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 2.7 | Elect Director Charles M. Herington | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 2.8 | Elect Director Luc Jobin | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 2.9 | Elect Director Craig A. Leavitt | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 2.10 | Elect Director Anne Martin-Vachon | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 3 | Re-approve Shareholder Rights Plan | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 4 | Amend Long-Term Incentive Plan | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 5 | Amend Long-Term Incentive Plan | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Management | 6 | Advisory Vote on Executive Compensation Approach | For | For | Yes | No | ||||||||||
Gildan Activewear Inc. | GIL | 375916103 | 04-May-23 | Shareholder | 7 | Review Human Capital Management KPIs and SPTs Addressing Human Rights in its Supply Chain, and Improving Employee Safety and Reducing Workplace Risks and Include One Such KPI/SPT in its Next Sustainability Linked Credit Facility in 2027 | Against | Against | Yes | No | ||||||||||
National Bank Holdings Corporation | NBHC | 633707104 | 09-May-23 | Management | 1.1 | Elect Director Ralph W. Clermont | For | For | Yes | No | ||||||||||
National Bank Holdings Corporation | NBHC | 633707104 | 09-May-23 | Management | 1.2 | Elect Director Robert E. Dean | For | For | Yes | No | ||||||||||
National Bank Holdings Corporation | NBHC | 633707104 | 09-May-23 | Management | 1.3 | Elect Director Alka Gupta | For | For | Yes | No | ||||||||||
National Bank Holdings Corporation | NBHC | 633707104 | 09-May-23 | Management | 1.4 | Elect Director Fred J. Joseph | For | For | Yes | No | ||||||||||
National Bank Holdings Corporation | NBHC | 633707104 | 09-May-23 | Management | 1.5 | Elect Director G. Timothy Laney | For | For | Yes | No | ||||||||||
National Bank Holdings Corporation | NBHC | 633707104 | 09-May-23 | Management | 1.6 | Elect Director Patrick Sobers | For | For | Yes | No | ||||||||||
National Bank Holdings Corporation | NBHC | 633707104 | 09-May-23 | Management | 1.7 | Elect Director Micho F. Spring | For | For | Yes | No | ||||||||||
National Bank Holdings Corporation | NBHC | 633707104 | 09-May-23 | Management | 1.8 | Elect Director Art Zeile | For | For | Yes | No | ||||||||||
National Bank Holdings Corporation | NBHC | 633707104 | 09-May-23 | Management | 2 | Ratify KPMG LLP as Auditors | For | For | Yes | No | ||||||||||
National Bank Holdings Corporation | NBHC | 633707104 | 09-May-23 | Management | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
National Bank Holdings Corporation | NBHC | 633707104 | 09-May-23 | Management | 4 | Approve Omnibus Stock Plan | For | For | Yes | No | ||||||||||
SPX Technologies, Inc. | SPXC | 78473E103 | 09-May-23 | Management | 1.1 | Elect Director Ricky D. Puckett | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
SPX Technologies, Inc. | SPXC | 78473E103 | 09-May-23 | Management | 1.2 | Elect Director Meenal A. Sethna | For | For | Yes | No | ||||||||||
SPX Technologies, Inc. | SPXC | 78473E103 | 09-May-23 | Management | 1.3 | Elect Director Tana L. Utley | For | For | Yes | No | ||||||||||
SPX Technologies, Inc. | SPXC | 78473E103 | 09-May-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
SPX Technologies, Inc. | SPXC | 78473E103 | 09-May-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
SPX Technologies, Inc. | SPXC | 78473E103 | 09-May-23 | Management | 4 | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | No | ||||||||||
Murphy Oil Corporation | MUR | 626717102 | 10-May-23 | Management | 1a | Elect Director Claiborne P. Deming | For | For | Yes | No | ||||||||||
Murphy Oil Corporation | MUR | 626717102 | 10-May-23 | Management | 1b | Elect Director Lawrence R. Dickerson | For | For | Yes | No | ||||||||||
Murphy Oil Corporation | MUR | 626717102 | 10-May-23 | Management | 1c | Elect Director Michelle A. Earley | For | For | Yes | No | ||||||||||
Murphy Oil Corporation | MUR | 626717102 | 10-May-23 | Management | 1d | Elect Director Roger W. Jenkins | For | For | Yes | No | ||||||||||
Murphy Oil Corporation | MUR | 626717102 | 10-May-23 | Management | 1e | Elect Director Elisabeth W. Keller | For | For | Yes | No | ||||||||||
Murphy Oil Corporation | MUR | 626717102 | 10-May-23 | Management | 1f | Elect Director James V. Kelley | For | For | Yes | No | ||||||||||
Murphy Oil Corporation | MUR | 626717102 | 10-May-23 | Management | 1g | Elect Director R. Madison Murphy | For | For | Yes | No | ||||||||||
Murphy Oil Corporation | MUR | 626717102 | 10-May-23 | Management | 1h | Elect Director Jeffrey W. Nolan | For | For | Yes | No | ||||||||||
Murphy Oil Corporation | MUR | 626717102 | 10-May-23 | Management | 1i | Elect Director Robert N. Ryan, Jr. | For | For | Yes | No | ||||||||||
Murphy Oil Corporation | MUR | 626717102 | 10-May-23 | Management | 1j | Elect Director Laura A. Sugg | For | For | Yes | No | ||||||||||
Murphy Oil Corporation | MUR | 626717102 | 10-May-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Murphy Oil Corporation | MUR | 626717102 | 10-May-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
Murphy Oil Corporation | MUR | 626717102 | 10-May-23 | Management | 4 | Ratify KPMG LLP as Auditors | For | For | Yes | No | ||||||||||
SP Plus Corporation | SP | 78469C103 | 10-May-23 | Management | 1.1 | Elect Director G. Marc Baumann | For | For | Yes | No | ||||||||||
SP Plus Corporation | SP | 78469C103 | 10-May-23 | Management | 1.2 | Elect Director Alice M. Peterson | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
SP Plus Corporation | SP | 78469C103 | 10-May-23 | Management | 1.3 | Elect Director Gregory A. Reid | For | For | Yes | No | ||||||||||
SP Plus Corporation | SP | 78469C103 | 10-May-23 | Management | 1.4 | Elect Director Wyman T. Roberts | For | For | Yes | No | ||||||||||
SP Plus Corporation | SP | 78469C103 | 10-May-23 | Management | 1.5 | Elect Director Diana L. Sands | For | For | Yes | No | ||||||||||
SP Plus Corporation | SP | 78469C103 | 10-May-23 | Management | 1.6 | Elect Director Douglas R. Waggoner | For | For | Yes | No | ||||||||||
SP Plus Corporation | SP | 78469C103 | 10-May-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
SP Plus Corporation | SP | 78469C103 | 10-May-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
SP Plus Corporation | SP | 78469C103 | 10-May-23 | Management | 4 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | No | ||||||||||
SP Plus Corporation | SP | 78469C103 | 10-May-23 | Management | 5 | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | For | For | Yes | No | ||||||||||
Progress Software Corporation | PRGS | 743312100 | 11-May-23 | Management | 1.1 | Elect Director Paul T. Dacier | For | For | Yes | No | ||||||||||
Progress Software Corporation | PRGS | 743312100 | 11-May-23 | Management | 1.2 | Elect Director John R. Egan | For | For | Yes | No | ||||||||||
Progress Software Corporation | PRGS | 743312100 | 11-May-23 | Management | 1.3 | Elect Director Rainer Gawlick | For | For | Yes | No | ||||||||||
Progress Software Corporation | PRGS | 743312100 | 11-May-23 | Management | 1.4 | Elect Director Yogesh Gupta | For | For | Yes | No | ||||||||||
Progress Software Corporation | PRGS | 743312100 | 11-May-23 | Management | 1.5 | Elect Director Charles F. Kane | For | For | Yes | No | ||||||||||
Progress Software Corporation | PRGS | 743312100 | 11-May-23 | Management | 1.6 | Elect Director Samskriti (Sam) Y. King | For | For | Yes | No | ||||||||||
Progress Software Corporation | PRGS | 743312100 | 11-May-23 | Management | 1.7 | Elect Director David A. Krall | For | For | Yes | No | ||||||||||
Progress Software Corporation | PRGS | 743312100 | 11-May-23 | Management | 1.8 | Elect Director Angela T. Tucci | For | For | Yes | No | ||||||||||
Progress Software Corporation | PRGS | 743312100 | 11-May-23 | Management | 1.9 | Elect Director Vivian Vitale | For | For | Yes | No | ||||||||||
Progress Software Corporation | PRGS | 743312100 | 11-May-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Progress Software Corporation | PRGS | 743312100 | 11-May-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
Progress Software Corporation | PRGS | 743312100 | 11-May-23 | Management | 4 | Amend Qualified Employee Stock Purchase Plan | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
Progress Software Corporation | PRGS | 743312100 | 11-May-23 | Management | 5 | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | No | ||||||||||
ICU Medical, Inc. | ICUI | 44930G107 | 17-May-23 | Management | 1.1 | Elect Director Vivek Jain | For | For | Yes | No | ||||||||||
ICU Medical, Inc. | ICUI | 44930G107 | 17-May-23 | Management | 1.2 | Elect Director George A. Lopez | For | For | Yes | No | ||||||||||
ICU Medical, Inc. | ICUI | 44930G107 | 17-May-23 | Management | 1.3 | Elect Director David C. Greenberg | For | For | Yes | No | ||||||||||
ICU Medical, Inc. | ICUI | 44930G107 | 17-May-23 | Management | 1.4 | Elect Director Elisha W. Finney | For | For | Yes | No | ||||||||||
ICU Medical, Inc. | ICUI | 44930G107 | 17-May-23 | Management | 1.5 | Elect Director David F. Hoffmeister | For | For | Yes | No | ||||||||||
ICU Medical, Inc. | ICUI | 44930G107 | 17-May-23 | Management | 1.6 | Elect Director Donald M. Abbey | For | For | Yes | No | ||||||||||
ICU Medical, Inc. | ICUI | 44930G107 | 17-May-23 | Management | 1.7 | Elect Director Laurie Hernandez | For | For | Yes | No | ||||||||||
ICU Medical, Inc. | ICUI | 44930G107 | 17-May-23 | Management | 1.8 | Elect Director Kolleen T. Kennedy | For | For | Yes | No | ||||||||||
ICU Medical, Inc. | ICUI | 44930G107 | 17-May-23 | Management | 1.9 | Elect Director William Seeger | For | For | Yes | No | ||||||||||
ICU Medical, Inc. | ICUI | 44930G107 | 17-May-23 | Management | 2 | Amend Omnibus Stock Plan | For | For | Yes | No | ||||||||||
ICU Medical, Inc. | ICUI | 44930G107 | 17-May-23 | Management | 3 | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | No | ||||||||||
ICU Medical, Inc. | ICUI | 44930G107 | 17-May-23 | Management | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
ICU Medical, Inc. | ICUI | 44930G107 | 17-May-23 | Management | 5 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
KBR, Inc. | KBR | 48242W106 | 17-May-23 | Management | 1a | Elect Director Mark E. Baldwin | For | For | Yes | No | ||||||||||
KBR, Inc. | KBR | 48242W106 | 17-May-23 | Management | 1b | Elect Director Stuart J. B. Bradie | For | For | Yes | No | ||||||||||
KBR, Inc. | KBR | 48242W106 | 17-May-23 | Management | 1c | Elect Director Lynn A. Dugle | For | For | Yes | No | ||||||||||
KBR, Inc. | KBR | 48242W106 | 17-May-23 | Management | 1d | Elect Director Lester L. Lyles | For | For | Yes | No | ||||||||||
KBR, Inc. | KBR | 48242W106 | 17-May-23 | Management | 1e | Elect Director John A. Manzoni | For | For | Yes | No | ||||||||||
KBR, Inc. | KBR | 48242W106 | 17-May-23 | Management | 1f | Elect Director Wendy M. Masiello | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
KBR, Inc. | KBR | 48242W106 | 17-May-23 | Management | 1g | Elect Director Jack B. Moore | For | For | Yes | No | ||||||||||
KBR, Inc. | KBR | 48242W106 | 17-May-23 | Management | 1h | Elect Director Ann D. Pickard | For | For | Yes | No | ||||||||||
KBR, Inc. | KBR | 48242W106 | 17-May-23 | Management | 1i | Elect Director Carlos A. Sabater | For | For | Yes | No | ||||||||||
KBR, Inc. | KBR | 48242W106 | 17-May-23 | Management | 1j | Elect Director Vincent R. Stewart *Withdrawn Resolution* | Yes | No | ||||||||||||
KBR, Inc. | KBR | 48242W106 | 17-May-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
KBR, Inc. | KBR | 48242W106 | 17-May-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
KBR, Inc. | KBR | 48242W106 | 17-May-23 | Management | 4 | Ratify KPMG LLP as Auditors | For | For | Yes | No | ||||||||||
United Community Banks, Inc. | UCBI | 90984P303 | 17-May-23 | Management | 1.1 | Elect Director Jennifer M. Bazante | For | For | Yes | No | ||||||||||
United Community Banks, Inc. | UCBI | 90984P303 | 17-May-23 | Management | 1.2 | Elect Director George B. Bell | For | For | Yes | No | ||||||||||
United Community Banks, Inc. | UCBI | 90984P303 | 17-May-23 | Management | 1.3 | Elect Director James P. Clements | For | For | Yes | No | ||||||||||
United Community Banks, Inc. | UCBI | 90984P303 | 17-May-23 | Management | 1.4 | Elect Director Kenneth L. Daniels | For | For | Yes | No | ||||||||||
United Community Banks, Inc. | UCBI | 90984P303 | 17-May-23 | Management | 1.5 | Elect Director Lance F. Drummond | For | For | Yes | No | ||||||||||
United Community Banks, Inc. | UCBI | 90984P303 | 17-May-23 | Management | 1.6 | Elect Director H. Lynn Harton | For | For | Yes | No | ||||||||||
United Community Banks, Inc. | UCBI | 90984P303 | 17-May-23 | Management | 1.7 | Elect Director Jennifer K. Mann | For | For | Yes | No | ||||||||||
United Community Banks, Inc. | UCBI | 90984P303 | 17-May-23 | Management | 1.8 | Elect Director Thomas A. Richlovsky | For | For | Yes | No | ||||||||||
United Community Banks, Inc. | UCBI | 90984P303 | 17-May-23 | Management | 1.9 | Elect Director David C. Shaver | For | For | Yes | No | ||||||||||
United Community Banks, Inc. | UCBI | 90984P303 | 17-May-23 | Management | 1.10 | Elect Director Tim R. Wallis | For | For | Yes | No | ||||||||||
United Community Banks, Inc. | UCBI | 90984P303 | 17-May-23 | Management | 1.11 | Elect Director David H. Wilkins | For | For | Yes | No | ||||||||||
United Community Banks, Inc. | UCBI | 90984P303 | 17-May-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
United Community Banks, Inc. | UCBI | 90984P303 | 17-May-23 | Management | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
Pacific Premier Bancorp, Inc. | PPBI | 69478X105 | 22-May-23 | Management | 1a | Elect Director Ayad A. Fargo | For | For | Yes | No | ||||||||||
Pacific Premier Bancorp, Inc. | PPBI | 69478X105 | 22-May-23 | Management | 1b | Elect Director Steven R. Gardner | For | For | Yes | No | ||||||||||
Pacific Premier Bancorp, Inc. | PPBI | 69478X105 | 22-May-23 | Management | 1c | Elect Director Joseph L. Garrett | For | For | Yes | No | ||||||||||
Pacific Premier Bancorp, Inc. | PPBI | 69478X105 | 22-May-23 | Management | 1d | Elect Director Stephanie Hsieh | For | For | Yes | No | ||||||||||
Pacific Premier Bancorp, Inc. | PPBI | 69478X105 | 22-May-23 | Management | 1e | Elect Director Jeffrey C. Jones | For | For | Yes | No | ||||||||||
Pacific Premier Bancorp, Inc. | PPBI | 69478X105 | 22-May-23 | Management | 1f | Elect Director Rose E. McKinney-James | For | For | Yes | No | ||||||||||
Pacific Premier Bancorp, Inc. | PPBI | 69478X105 | 22-May-23 | Management | 1g | Elect Director M. Christian Mitchell | For | For | Yes | No | ||||||||||
Pacific Premier Bancorp, Inc. | PPBI | 69478X105 | 22-May-23 | Management | 1h | Elect Director George M. Pereira | For | For | Yes | No | ||||||||||
Pacific Premier Bancorp, Inc. | PPBI | 69478X105 | 22-May-23 | Management | 1i | Elect Director Barbara S. Polsky | For | For | Yes | No | ||||||||||
Pacific Premier Bancorp, Inc. | PPBI | 69478X105 | 22-May-23 | Management | 1j | Elect Director Zareh H. Sarrafian | For | For | Yes | No | ||||||||||
Pacific Premier Bancorp, Inc. | PPBI | 69478X105 | 22-May-23 | Management | 1k | Elect Director Jaynie M. Studenmund | For | For | Yes | No | ||||||||||
Pacific Premier Bancorp, Inc. | PPBI | 69478X105 | 22-May-23 | Management | 1l | Elect Director Richard C. Thomas | For | For | Yes | No | ||||||||||
Pacific Premier Bancorp, Inc. | PPBI | 69478X105 | 22-May-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Pacific Premier Bancorp, Inc. | PPBI | 69478X105 | 22-May-23 | Management | 3 | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | No | ||||||||||
Seacoast Banking Corporation of Florida | SBCF | 811707801 | 22-May-23 | Management | 1.1 | Elect Director Julie H. Daum | For | For | Yes | No | ||||||||||
Seacoast Banking Corporation of Florida | SBCF | 811707801 | 22-May-23 | Management | 1.2 | Elect Director Dennis S. Hudson, III | For | For | Yes | No | ||||||||||
Seacoast Banking Corporation of Florida | SBCF | 811707801 | 22-May-23 | Management | 1.3 | Elect Director Alvaro J. Monserrat | For | For | Yes | No | ||||||||||
Seacoast Banking Corporation of Florida | SBCF | 811707801 | 22-May-23 | Management | 2 | Amend Articles of Incorporation | For | For | Yes | No | ||||||||||
Seacoast Banking Corporation of Florida | SBCF | 811707801 | 22-May-23 | Management | 3 | Amend Omnibus Stock Plan | For | For | Yes | No | ||||||||||
Seacoast Banking Corporation of Florida | SBCF | 811707801 | 22-May-23 | Management | 4 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
Seacoast Banking Corporation of Florida | SBCF | 811707801 | 22-May-23 | Management | 5 | Ratify Crowe LLP as Auditors | For | For | Yes | No | ||||||||||
PDC Energy, Inc. | PDCE | 69327R101 | 24-May-23 | Management | 1.1 | Elect Director Barton R. Brookman | For | For | Yes | No | ||||||||||
PDC Energy, Inc. | PDCE | 69327R101 | 24-May-23 | Management | 1.2 | Elect Director Pamela R. Butcher | For | For | Yes | No | ||||||||||
PDC Energy, Inc. | PDCE | 69327R101 | 24-May-23 | Management | 1.3 | Elect Director Mark E. Ellis | For | For | Yes | No | ||||||||||
PDC Energy, Inc. | PDCE | 69327R101 | 24-May-23 | Management | 1.4 | Elect Director Paul J. Korus | For | For | Yes | No | ||||||||||
PDC Energy, Inc. | PDCE | 69327R101 | 24-May-23 | Management | 1.5 | Elect Director Lynn A. Peterson | For | For | Yes | No | ||||||||||
PDC Energy, Inc. | PDCE | 69327R101 | 24-May-23 | Management | 1.6 | Elect Director Carlos A. Sabater | For | For | Yes | No | ||||||||||
PDC Energy, Inc. | PDCE | 69327R101 | 24-May-23 | Management | 1.7 | Elect Director Diana L. Sands | For | For | Yes | No | ||||||||||
PDC Energy, Inc. | PDCE | 69327R101 | 24-May-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
PDC Energy, Inc. | PDCE | 69327R101 | 24-May-23 | Management | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | No | ||||||||||
PDC Energy, Inc. | PDCE | 69327R101 | 24-May-23 | Management | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
Belden Inc. | BDC | 077454106 | 25-May-23 | Management | 1a | Elect Director David J. Aldrich | For | For | Yes | No | ||||||||||
Belden Inc. | BDC | 077454106 | 25-May-23 | Management | 1b | Elect Director Lance C. Balk | For | For | Yes | No | ||||||||||
Belden Inc. | BDC | 077454106 | 25-May-23 | Management | 1c | Elect Director Steven W. Berglund | For | For | Yes | No | ||||||||||
Belden Inc. | BDC | 077454106 | 25-May-23 | Management | 1d | Elect Director Diane D. Brink | For | For | Yes | No | ||||||||||
Belden Inc. | BDC | 077454106 | 25-May-23 | Management | 1e | Elect Director Judy L. Brown | For | For | Yes | No | ||||||||||
Belden Inc. | BDC | 077454106 | 25-May-23 | Management | 1f | Elect Director Nancy Calderon | For | For | Yes | No | ||||||||||
Belden Inc. | BDC | 077454106 | 25-May-23 | Management | 1g | Elect Director Ashish Chand | For | For | Yes | No | ||||||||||
Belden Inc. | BDC | 077454106 | 25-May-23 | Management | 1h | Elect Director Jonathan C. Klein | For | For | Yes | No | ||||||||||
Belden Inc. | BDC | 077454106 | 25-May-23 | Management | 1i | Elect Director YY Lee | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
Belden Inc. | BDC | 077454106 | 25-May-23 | Management | 1j | Elect Director Gregory J. McCray | For | For | Yes | No | ||||||||||
Belden Inc. | BDC | 077454106 | 25-May-23 | Management | 2 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | No | ||||||||||
Belden Inc. | BDC | 077454106 | 25-May-23 | Management | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Belden Inc. | BDC | 077454106 | 25-May-23 | Management | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
Summit Materials, Inc. | SUM | 86614U100 | 25-May-23 | Management | 1.1 | Elect Director Joseph S. Cantie | For | For | Yes | No | ||||||||||
Summit Materials, Inc. | SUM | 86614U100 | 25-May-23 | Management | 1.2 | Elect Director Anne M. Cooney | For | For | Yes | No | ||||||||||
Summit Materials, Inc. | SUM | 86614U100 | 25-May-23 | Management | 1.3 | Elect Director John R. Murphy | For | For | Yes | No | ||||||||||
Summit Materials, Inc. | SUM | 86614U100 | 25-May-23 | Management | 1.4 | Elect Director Anne P. Noonan | For | For | Yes | No | ||||||||||
Summit Materials, Inc. | SUM | 86614U100 | 25-May-23 | Management | 1.5 | Elect Director Tamla D. Oates-Forney | For | For | Yes | No | ||||||||||
Summit Materials, Inc. | SUM | 86614U100 | 25-May-23 | Management | 1.6 | Elect Director Steven H. Wunning | For | For | Yes | No | ||||||||||
Summit Materials, Inc. | SUM | 86614U100 | 25-May-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Summit Materials, Inc. | SUM | 86614U100 | 25-May-23 | Management | 3 | Ratify KPMG LLP as Auditors | For | For | Yes | No | ||||||||||
Element Solutions Inc | ESI | 28618M106 | 06-Jun-23 | Management | 1a | Elect Director Martin E. Franklin | For | For | Yes | No | ||||||||||
Element Solutions Inc | ESI | 28618M106 | 06-Jun-23 | Management | 1b | Elect Director Benjamin Gliklich | For | For | Yes | No | ||||||||||
Element Solutions Inc | ESI | 28618M106 | 06-Jun-23 | Management | 1c | Elect Director Ian G.H. Ashken | For | For | Yes | No | ||||||||||
Element Solutions Inc | ESI | 28618M106 | 06-Jun-23 | Management | 1d | Elect Director Elyse Napoli Filon | For | For | Yes | No | ||||||||||
Element Solutions Inc | ESI | 28618M106 | 06-Jun-23 | Management | 1e | Elect Director Christopher T. Fraser | For | Against | Yes | Yes | ||||||||||
Element Solutions Inc | ESI | 28618M106 | 06-Jun-23 | Management | 1f | Elect Director Michael F. Goss | For | For | Yes | No | ||||||||||
Element Solutions Inc | ESI | 28618M106 | 06-Jun-23 | Management | 1g | Elect Director Nichelle Maynard-Elliott | For | For | Yes | No | ||||||||||
Element Solutions Inc | ESI | 28618M106 | 06-Jun-23 | Management | 1h | Elect Director E. Stanley O’Neal | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
Element Solutions Inc | ESI | 28618M106 | 06-Jun-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | Against | Yes | Yes | ||||||||||
Element Solutions Inc | ESI | 28618M106 | 06-Jun-23 | Management | 3 | Approve Qualified Employee Stock Purchase Plan | For | For | Yes | No | ||||||||||
Element Solutions Inc | ESI | 28618M106 | 06-Jun-23 | Management | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | For | For | Yes | No | ||||||||||
American Eagle Outfitters, Inc. | AEO | 02553E106 | 07-Jun-23 | Management | 1.1 | Elect Director Jay L. Schottenstein | For | For | Yes | No | ||||||||||
American Eagle Outfitters, Inc. | AEO | 02553E106 | 07-Jun-23 | Management | 1.2 | Elect Director Sujatha Chandrasekaran | For | For | Yes | No | ||||||||||
American Eagle Outfitters, Inc. | AEO | 02553E106 | 07-Jun-23 | Management | 2 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | No | ||||||||||
American Eagle Outfitters, Inc. | AEO | 02553E106 | 07-Jun-23 | Management | 3 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
American Eagle Outfitters, Inc. | AEO | 02553E106 | 07-Jun-23 | Management | 4 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
American Eagle Outfitters, Inc. | AEO | 02553E106 | 07-Jun-23 | Management | 5 | Approve Omnibus Stock Plan | For | For | Yes | No | ||||||||||
Equity Commonwealth | EQC | 294628102 | 13-Jun-23 | Management | 1.1 | Elect Director Sam Zell *Withdrawn Resolution* | Yes | No | ||||||||||||
Equity Commonwealth | EQC | 294628102 | 13-Jun-23 | Management | 1.2 | Elect Director Ellen-Blair Chube | For | For | Yes | No | ||||||||||
Equity Commonwealth | EQC | 294628102 | 13-Jun-23 | Management | 1.3 | Elect Director Martin L. Edelman | For | For | Yes | No | ||||||||||
Equity Commonwealth | EQC | 294628102 | 13-Jun-23 | Management | 1.4 | Elect Director David A. Helfand | For | For | Yes | No | ||||||||||
Equity Commonwealth | EQC | 294628102 | 13-Jun-23 | Management | 1.5 | Elect Director Peter Linneman | For | For | Yes | No | ||||||||||
Equity Commonwealth | EQC | 294628102 | 13-Jun-23 | Management | 1.6 | Elect Director Mary Jane Robertson | For | For | Yes | No | ||||||||||
Equity Commonwealth | EQC | 294628102 | 13-Jun-23 | Management | 1.7 | Elect Director Gerald A. Spector | For | For | Yes | No | ||||||||||
Equity Commonwealth | EQC | 294628102 | 13-Jun-23 | Management | 1.8 | Elect Director James A. Star | For | For | Yes | No | ||||||||||
Equity Commonwealth | EQC | 294628102 | 13-Jun-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Equity Commonwealth | EQC | 294628102 | 13-Jun-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
Equity Commonwealth | EQC | 294628102 | 13-Jun-23 | Management | 4 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
Equity Commonwealth | EQC | 294628102 | 13-Jun-23 | Management | 5 | Amend Omnibus Stock Plan | For | For | Yes | No | ||||||||||
Ollie’s Bargain Outlet Holdings, Inc. | OLLI | 681116109 | 15-Jun-23 | Management | 1a | Elect Director Alissa Ahlman | For | For | Yes | No | ||||||||||
Ollie’s Bargain Outlet Holdings, Inc. | OLLI | 681116109 | 15-Jun-23 | Management | 1b | Elect Director Robert Fisch | For | For | Yes | No | ||||||||||
Ollie’s Bargain Outlet Holdings, Inc. | OLLI | 681116109 | 15-Jun-23 | Management | 1c | Elect Director Stanley Fleishman | For | For | Yes | No | ||||||||||
Ollie’s Bargain Outlet Holdings, Inc. | OLLI | 681116109 | 15-Jun-23 | Management | 1d | Elect Director Thomas Hendrickson | For | For | Yes | No | ||||||||||
Ollie’s Bargain Outlet Holdings, Inc. | OLLI | 681116109 | 15-Jun-23 | Management | 1e | Elect Director Abid Rizvi | For | For | Yes | No | ||||||||||
Ollie’s Bargain Outlet Holdings, Inc. | OLLI | 681116109 | 15-Jun-23 | Management | 1f | Elect Director John Swygert | For | For | Yes | No | ||||||||||
Ollie’s Bargain Outlet Holdings, Inc. | OLLI | 681116109 | 15-Jun-23 | Management | 1g | Elect Director Stephen White | For | For | Yes | No | ||||||||||
Ollie’s Bargain Outlet Holdings, Inc. | OLLI | 681116109 | 15-Jun-23 | Management | 1h | Elect Director Richard Zannino | For | For | Yes | No | ||||||||||
Ollie’s Bargain Outlet Holdings, Inc. | OLLI | 681116109 | 15-Jun-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Ollie’s Bargain Outlet Holdings, Inc. | OLLI | 681116109 | 15-Jun-23 | Management | 3 | Ratify KPMG LLP as Auditors | For | For | Yes | No | ||||||||||
Apogee Enterprises, Inc. | APOG | 037598109 | 21-Jun-23 | Management | 1a | Elect Director Lloyd E. Johnson | For | For | Yes | No | ||||||||||
Apogee Enterprises, Inc. | APOG | 037598109 | 21-Jun-23 | Management | 1b | Elect Director Donald A. Nolan | For | For | Yes | No | ||||||||||
Apogee Enterprises, Inc. | APOG | 037598109 | 21-Jun-23 | Management | 1c | Elect Director Patricia K. Wagner | For | For | Yes | No | ||||||||||
Apogee Enterprises, Inc. | APOG | 037598109 | 21-Jun-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
Apogee Enterprises, Inc. | APOG | 037598109 | 21-Jun-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
Apogee Enterprises, Inc. | APOG | 037598109 | 21-Jun-23 | Management | 4 | Ratify Deloitte & Touche LLP as Auditors | For | For | Yes | No | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 1a | Elect Director Ajay Bhalla | For | For | Yes | No | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 1b | Elect Director Michael M. Calbert | For | For | Yes | No | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 1c | Elect Director Brent Callinicos | For | For | Yes | No |
Company Name | Ticker | Primary CUSIP | Meeting Date | Proponent | Proposal Number | Proposal Text | Management Recommendation | Vote Instruction | Voted | Vote Against Management | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 1d | Elect Director George Cheeks | For | For | Yes | No | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 1e | Elect Director Stefan Larsson | For | For | Yes | No | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 1f | Elect Director G. Penny McIntyre | For | For | Yes | No | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 1g | Elect Director Amy McPherson | For | For | Yes | No | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 1h | Elect Director Allison Peterson | For | For | Yes | No | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 1i | Elect Director Edward R. Rosenfeld | For | For | Yes | No | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 1j | Elect Director Judith Amanda Sourry Knox | For | For | Yes | No | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 2 | Advisory Vote to Ratify Named Executive Officers’ Compensation | For | For | Yes | No | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 3 | Advisory Vote on Say on Pay Frequency | One Year | One Year | Yes | No | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 4 | Amend Certificate of Incorporation to Update the Exculpation Provision Under the Delaware General Corporation Law | For | For | Yes | No | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 5 | Amend Omnibus Stock Plan | For | For | Yes | No | ||||||||||
PVH Corp. | PVH | 693656100 | 22-Jun-23 | Management | 6 | Ratify Ernst & Young LLP as Auditors | For | For | Yes | No |
PROXY VOTING RECORD
FOR PERIOD JULY 1, 2022 TO JUNE 30, 2023
iMGP DBi Hedge Strategy ETF
There is no proxy voting activity for the fund, as the fund did not hold any votable positions
during the reporting period.
PROXY VOTING RECORD
FOR PERIOD JULY 1, 2022 TO JUNE 30, 2023
iMGP DBi Managed Futures Strategy ETF
There is no proxy voting activity for the fund, as the fund did not hold any votable positions
during the reporting period.
PROXY VOTING RECORD
FOR PERIOD JULY 1, 2022 TO JUNE 30, 2023
iMGP Dolan McEniry Corporate Bond Fund
There is no proxy voting activity for the fund, as the fund did not hold any votable positions
during the reporting period.
PROXY VOTING RECORD
FOR PERIOD JULY 1, 2022 TO JUNE 30, 2023
iMGP RBA Responsible Global Allocation ETF
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
PROXY VOTING RECORD
FOR PERIOD JUNE 28, 2023 TO JUNE 30, 2023
iMGP Berkshire Dividend Growth ETF
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
SIGNATURES
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 authorized.
LITMAN GREGORY FUNDS TRUST | ||
By: | /s/ Jeffrey K. Seeley | |
Jeffrey K. Seeley | ||
Trustee and President (Principal Executive Officer) |
Date: August 22, 2023