UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM N-PX
Annual Report of Proxy Voting Record of
Registered Management Investment Company
Investment Company Act File Number: 811-00604
Washington Mutual Investors Fund
(Exact Name of Registrant as Specified in Charter)
6455 Irvine Center Drive
Irvine, California 92618
(Address of Principal Executive Offices)
Registrant's telephone number, including area code: (213) 486-9200
Date of fiscal year end: April 30
Date of reporting period: July 1, 2017 - June 30, 2018
Jennifer L. Butler
Washington Mutual Investors Fund
333 South Hope Street
Los Angeles, California 90071
(Name and Address of Agent for Service)
Item 1: Proxy Voting Record | |||||||
Fund Name: Washington Mutual Investors Fund | |||||||
Reporting Period: July 01, 2017 - June 30, 2018 | |||||||
Abbott Laboratories | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
ABT | CUSIP 002824100 | 04/27/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Robert J. Alpern | Mgmt | For | For | For | ||
1.2 | Elect Roxanne S. Austin | Mgmt | For | For | For | ||
1.3 | Elect Sally E. Blount | Mgmt | For | For | For | ||
1.4 | Elect Edward M. Liddy | Mgmt | For | For | For | ||
1.5 | Elect Nancy McKinstry | Mgmt | For | For | For | ||
1.6 | Elect Phebe N. Novakovic | Mgmt | For | For | For | ||
1.7 | Elect William A. Osborn | Mgmt | For | For | For | ||
1.8 | Elect Samuel C. Scott III | Mgmt | For | For | For | ||
1.9 | Elect Daniel J. Starks | Mgmt | For | For | For | ||
1.10 | Elect John G. Stratton | Mgmt | For | For | For | ||
1.11 | Elect Glenn F. Tilton | Mgmt | For | For | For | ||
1.12 | Elect Miles D. White | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
4 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | For | Against | ||
AbbVie Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
ABBV | CUSIP 00287Y109 | 05/04/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Roxanne S. Austin | Mgmt | For | For | For | ||
1.2 | Elect Richard A. Gonzalez | Mgmt | For | For | For | ||
1.3 | Elect Rebecca B. Roberts | Mgmt | For | For | For | ||
1.4 | Elect Glenn F. Tilton | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
5 | Repeal of Classified Board | Mgmt | For | For | For | ||
6 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||
7 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
8 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | For | Against | ||
9 | Shareholder Proposal Regarding Report on Linking Executive Compensation to Drug Pricing | ShrHoldr | Against | Against | For | ||
Accenture plc | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
ACN | CUSIP G1151C101 | 02/07/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Jaime Ardila Gomez | Mgmt | For | For | For | ||
2 | Elect Charles H. Giancarlo | Mgmt | For | For | For | ||
3 | Elect Herbert Hainer | Mgmt | For | For | For | ||
4 | Elect Marjorie Magner | Mgmt | For | For | For | ||
5 | Elect Nancy McKinstry | Mgmt | For | For | For | ||
6 | Elect Pierre Nanterme | Mgmt | For | For | For | ||
7 | Elect Gilles Pelisson | Mgmt | For | For | For | ||
8 | Elect Paula A. Price | Mgmt | For | For | For | ||
9 | Elect Arun Sarin | Mgmt | For | For | For | ||
10 | Elect Frank K. Tang | Mgmt | For | For | For | ||
11 | Elect Tracey T. Travis | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Amendment to the 2010 Share Incentive Plan | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||
16 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||
17 | Issuance of Treasury Shares | Mgmt | For | Against | Against | ||
18 | Internal Merger Transaction | Mgmt | For | For | For | ||
19 | Amendment to Articles Regarding Shareholder Approval of Internal Transactions | Mgmt | For | For | For | ||
Activision Blizzard, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
ATVI | CUSIP 00507V109 | 06/26/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Reveta Bowers | Mgmt | For | For | For | ||
2 | Elect Robert J. Corti | Mgmt | For | For | For | ||
3 | Elect Hendrik Hartong III | Mgmt | For | For | For | ||
4 | Elect Brian G. Kelly | Mgmt | For | For | For | ||
5 | Elect Robert A. Kotick | Mgmt | For | For | For | ||
6 | Elect Barry Meyer | Mgmt | For | For | For | ||
7 | Elect Robert J. Morgado | Mgmt | For | For | For | ||
8 | Elect Peter Nolan | Mgmt | For | For | For | ||
9 | Elect Casey Wasserman | Mgmt | For | For | For | ||
10 | Elect Elaine P. Wynn | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
Aetna Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
AET | CUSIP 00817Y108 | 03/13/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Special | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Merger | Mgmt | For | For | For | ||
2 | Right to Adjourn Meeting | Mgmt | For | For | For | ||
3 | Advisory Vote on Golden Parachute Payments | Mgmt | For | For | For | ||
Aetna Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
AET | CUSIP 00817Y108 | 05/18/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Fernando Aguirre | Mgmt | For | For | For | ||
2 | Elect Mark T. Bertolini | Mgmt | For | For | For | ||
3 | Elect Frank M. Clark, Jr. | Mgmt | For | For | For | ||
4 | Elect Molly J. Coye | Mgmt | For | For | For | ||
5 | Elect Roger N. Farah | Mgmt | For | For | For | ||
6 | Elect Jeffrey E. Garten | Mgmt | For | For | For | ||
7 | Elect Ellen M. Hancock | Mgmt | For | For | For | ||
8 | Elect Richard J. Harrington | Mgmt | For | For | For | ||
9 | Elect Edward J. Ludwig | Mgmt | For | For | For | ||
10 | Elect Olympia J. Snowe | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
14 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||
Air Products and Chemicals, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
APD | CUSIP 009158106 | 01/25/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Susan K. Carter | Mgmt | For | For | For | ||
2 | Elect Charles I. Cogut | Mgmt | For | For | For | ||
3 | Elect Seifi Ghasemi | Mgmt | For | For | For | ||
4 | Elect Chadwick C. Deaton | Mgmt | For | For | For | ||
5 | Elect David H. Y. Ho | Mgmt | For | For | For | ||
6 | Elect Margaret G. McGlynn | Mgmt | For | For | For | ||
7 | Elect Edward L. Monser | Mgmt | For | For | For | ||
8 | Elect Matthew H. Paull | Mgmt | For | For | For | ||
9 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
10 | Ratification of Auditor | Mgmt | For | For | For | ||
11 | Approval of Performance Terms under LTIP (Proposal Withdrawn) | Mgmt | For | For | For | ||
Alphabet Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
GOOGL | CUSIP 02079K305 | 06/06/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Larry Page | Mgmt | For | For | For | ||
1.2 | Elect Sergey Brin | Mgmt | For | For | For | ||
1.3 | Elect Eric E. Schmidt | Mgmt | For | For | For | ||
1.4 | Elect L. John Doerr | Mgmt | For | For | For | ||
1.5 | Elect Roger W. Ferguson, Jr. | Mgmt | For | For | For | ||
1.6 | Elect Diane Greene | Mgmt | For | For | For | ||
1.7 | Elect John L. Hennessy | Mgmt | For | For | For | ||
1.8 | Elect Ann Mather | Mgmt | For | For | For | ||
1.9 | Elect Alan R. Mulally | Mgmt | For | For | For | ||
1.10 | Elect Sundar Pichai | Mgmt | For | For | For | ||
1.11 | Elect K. Ram Shriram | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Amendment to the 2012 Stock Plan | Mgmt | For | For | For | ||
4 | Shareholder Proposal Regarding Recapitalization | ShrHoldr | Against | For | Against | ||
5 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
6 | Shareholder Proposal Regarding Gender Pay Gap Risk Report | ShrHoldr | Against | Against | For | ||
7 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | ||
8 | Shareholder Proposal Regarding Linking Executive Pay to Sustainability | ShrHoldr | Against | Against | For | ||
9 | Shareholder Proposal Regarding Disclosure of Board Qualifications | ShrHoldr | Against | Against | For | ||
10 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | ShrHoldr | Against | Against | For | ||
AmerisourceBergen Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
ABC | CUSIP 03073E105 | 03/01/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Ornella Barra | Mgmt | For | For | For | ||
2 | Elect Steven H. Collis | Mgmt | For | For | For | ||
3 | Elect Douglas R. Conant | Mgmt | For | For | For | ||
4 | Elect D. Mark Durcan | Mgmt | For | For | For | ||
5 | Elect Richard W. Gochnauer | Mgmt | For | For | For | ||
6 | Elect Lon R. Greenberg | Mgmt | For | For | For | ||
7 | Elect Jane E. Henney | Mgmt | For | For | For | ||
8 | Elect Kathleen Hyle | Mgmt | For | For | For | ||
9 | Elect Michael J. Long | Mgmt | For | For | For | ||
10 | Elect Henry W. McGee | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Amendment to the 2011 Employee Stock Purchase Plan | Mgmt | For | For | For | ||
14 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | For | Against | ||
15 | Shareholder Proposal Regarding Right to Call a Special Meeting | ShrHoldr | Against | For | Against | ||
16 | Shareholder Proposal Regarding Recoupment Report | ShrHoldr | Against | Against | For | ||
17 | Shareholder Proposal Regarding Report on Response to Opioid Epidemic | ShrHoldr | Against | Against | For | ||
AMGEN Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
AMGN | CUSIP 031162100 | 05/22/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Wanda M. Austin | Mgmt | For | For | For | ||
2 | Elect Robert A. Bradway | Mgmt | For | For | For | ||
3 | Elect Brian J. Druker | Mgmt | For | For | For | ||
4 | Elect Robert A. Eckert | Mgmt | For | For | For | ||
5 | Elect Greg C. Garland | Mgmt | For | For | For | ||
6 | Elect Fred Hassan | Mgmt | For | For | For | ||
7 | Elect Rebecca M. Henderson | Mgmt | For | For | For | ||
8 | Elect Frank C. Herringer | Mgmt | For | For | For | ||
9 | Elect Charles M. Holley, Jr. | Mgmt | For | For | For | ||
10 | Elect Tyler Jacks | Mgmt | For | For | For | ||
11 | Elect Ellen J. Kullman | Mgmt | For | For | For | ||
12 | Elect Ronald D. Sugar | Mgmt | For | For | For | ||
13 | Elect R. Sanders Williams | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | Ratification of Auditor | Mgmt | For | For | For | ||
16 | Shareholder Proposal Regarding Report on Linking Executive Compensation to Drug Pricing | ShrHoldr | Against | Against | For | ||
Amphenol Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
APH | CUSIP 032095101 | 05/17/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Ronald P. Badie | Mgmt | For | For | For | ||
2 | Elect Stanley L. Clark | Mgmt | For | For | For | ||
3 | Elect John D. Craig | Mgmt | For | For | For | ||
4 | Elect David P. Falck | Mgmt | For | For | For | ||
5 | Elect Edward G. Jepsen | Mgmt | For | For | For | ||
6 | Elect Martin H. Loeffler | Mgmt | For | For | For | ||
7 | Elect John R. Lord | Mgmt | For | For | For | ||
8 | Elect R. Adam Norwitt | Mgmt | For | For | For | ||
9 | Elect Diana G. Reardon | Mgmt | For | For | For | ||
10 | Elect Anne C. Wolff | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||
Analog Devices, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
ADI | CUSIP 032654105 | 03/14/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Ray Stata | Mgmt | For | For | For | ||
2 | Elect Vincent Roche | Mgmt | For | For | For | ||
3 | Elect James A. Champy | Mgmt | For | For | For | ||
4 | Elect Bruce R. Evans | Mgmt | For | For | For | ||
5 | Elect Edward H. Frank | Mgmt | For | For | For | ||
6 | Elect Mark M. Little | Mgmt | For | For | For | ||
7 | Elect Neil Novich | Mgmt | For | For | For | ||
8 | Elect Kenton J. Sicchitano | Mgmt | For | For | For | ||
9 | Elect Lisa T. Su | Mgmt | For | For | For | ||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
Apple Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
AAPL | CUSIP 037833100 | 02/13/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect James A. Bell | Mgmt | For | For | For | ||
2 | Elect Timothy D. Cook | Mgmt | For | For | For | ||
3 | Elect Albert A. Gore | Mgmt | For | For | For | ||
4 | Elect Robert A. Iger | Mgmt | For | For | For | ||
5 | Elect Andrea Jung | Mgmt | For | For | For | ||
6 | Elect Arthur D. Levinson | Mgmt | For | For | For | ||
7 | Elect Ronald D. Sugar | Mgmt | For | For | For | ||
8 | Elect Susan L. Wagner | Mgmt | For | For | For | ||
9 | Ratification of Auditor | Mgmt | For | For | For | ||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
11 | Approve the Amended and Restated Apple Inc. Non-Employee Director Stock Plan | Mgmt | For | For | For | ||
12 | Shareholder Proposal Regarding Amendments to Proxy Access Bylaw | ShrHoldr | Against | Against | For | ||
13 | Shareholder Proposal Regarding Formation of a Human Rights Committee | ShrHoldr | Against | Against | For | ||
ASML Holding N.V. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
ASML | CUSIP N07059210 | 04/25/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Accounts and Reports | Mgmt | For | For | For | ||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||
3 | Ratification of Management Board Acts | Mgmt | For | For | For | ||
4 | Ratification of Supervisory Board Acts | Mgmt | For | For | For | ||
5 | Long-Term Incentive Plan | Mgmt | For | For | For | ||
6 | Elect J.M.C. Stork to the Supervisory Board | Mgmt | For | For | For | ||
7 | Elect T.L. Kelly to the Supervisory Board | Mgmt | For | For | For | ||
8 | Appointment of Auditor | Mgmt | For | For | For | ||
9 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||
10 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | ||
11 | Authority to Issue Shares w/ Preemptive Rights in connection with mergers, acquisitions and alliances | Mgmt | For | For | For | ||
12 | Authority to Suppress Preemptive Rights in connection with mergers, acquisitions and alliances | Mgmt | For | For | For | ||
13 | Authority to Repurchase Ordinary Shares | Mgmt | For | For | For | ||
14 | Authority to Repurchase Additional Ordinary Shares | Mgmt | For | For | For | ||
15 | Authority to Cancel Repurchase Shares | Mgmt | For | For | For | ||
Astrazeneca plc | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
AZN | CUSIP 046353108 | 05/18/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Accounts and Reports | Mgmt | For | For | For | ||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||
3 | Appointment of Auditor | Mgmt | For | For | For | ||
4 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||
5 | Elect Leif Johansson | Mgmt | For | For | For | ||
6 | Elect Pascal Soriot | Mgmt | For | For | For | ||
7 | Elect Marc Dunoyer | Mgmt | For | For | For | ||
8 | Elect Genevieve B. Berger | Mgmt | For | For | For | ||
9 | Elect Philip Broadley | Mgmt | For | For | For | ||
10 | Elect Graham Chipchase | Mgmt | For | For | For | ||
11 | Elect Deborah DiSanzo | Mgmt | For | For | For | ||
12 | Elect Rudy H.P. Markham | Mgmt | For | For | For | ||
13 | Elect Sheri McCoy | Mgmt | For | For | For | ||
14 | Elect Nazneen Rahman | Mgmt | For | For | For | ||
15 | Elect Shriti Vadera | Mgmt | For | For | For | ||
16 | Elect Marcus Wallenberg | Mgmt | For | For | For | ||
17 | Remuneration Report (Advisory) | Mgmt | For | For | For | ||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | Against | Against | ||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||
24 | Amendments to Articles | Mgmt | For | For | For | ||
AT&T Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
T | CUSIP 00206R102 | 04/27/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Randall L. Stephenson | Mgmt | For | For | For | ||
2 | Elect Samuel A. Di Piazza, Jr. | Mgmt | For | For | For | ||
3 | Elect Richard W. Fisher | Mgmt | For | For | For | ||
4 | Elect Scott T. Ford | Mgmt | For | For | For | ||
5 | Elect Glenn H. Hutchins | Mgmt | For | For | For | ||
6 | Elect William E. Kennard | Mgmt | For | For | For | ||
7 | Elect Michael B. McCallister | Mgmt | For | For | For | ||
8 | Elect Beth E. Mooney | Mgmt | For | For | For | ||
9 | Elect Joyce M. Roche | Mgmt | For | For | For | ||
10 | Elect Matthew K. Rose | Mgmt | For | For | For | ||
11 | Elect Cindy B. Taylor | Mgmt | For | For | For | ||
12 | Elect Laura D'Andrea Tyson | Mgmt | For | For | For | ||
13 | Elect Geoffrey Y. Yang | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
16 | Stock Purchase and Deferral Plan | Mgmt | For | For | For | ||
17 | Approval of the 2018 Incentive Plan | Mgmt | For | For | For | ||
18 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
19 | Shareholder Proposal Regarding Amendments to Proxy Access Bylaw | ShrHoldr | Against | Against | For | ||
20 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | For | Against | ||
21 | Shareholder Proposal Regarding Lowering Threshold for Right to Act By Written Consent | ShrHoldr | Against | Against | For | ||
Baker Hughes, a GE Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
BHGE | CUSIP 05722G100 | 05/11/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect W. Geoffrey Beattie | Mgmt | For | For | For | ||
2 | Elect Gregory D. Brenneman | Mgmt | For | For | For | ||
3 | Elect Clarence P. Cazalot, Jr. | Mgmt | For | For | For | ||
4 | Elect Martin S. Craighead | Mgmt | For | For | For | ||
5 | Elect Lynn L. Elsenhans | Mgmt | For | For | For | ||
6 | Elect Jamie Miller | Mgmt | For | For | For | ||
7 | Elect James J. Mulva | Mgmt | For | For | For | ||
8 | Elect John G. Rice | Mgmt | For | For | For | ||
9 | Elect Lorenzo Simonelli | Mgmt | For | For | For | ||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
11 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
Bank of America Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
BAC | CUSIP 060505104 | 04/25/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Sharon L. Allen | Mgmt | For | For | For | ||
2 | Elect Susan S. Bies | Mgmt | For | For | For | ||
3 | Elect Jack O. Bovender, Jr. | Mgmt | For | For | For | ||
4 | Elect Frank P. Bramble, Sr. | Mgmt | For | For | For | ||
5 | Elect Pierre J. P. de Weck | Mgmt | For | For | For | ||
6 | Elect Arnold W. Donald | Mgmt | For | For | For | ||
7 | Elect Linda P. Hudson | Mgmt | For | For | For | ||
8 | Elect Monica C. Lozano | Mgmt | For | For | For | ||
9 | Elect Thomas J. May | Mgmt | For | For | For | ||
10 | Elect Brian T. Moynihan | Mgmt | For | For | For | ||
11 | Elect Lionel L. Nowell, III | Mgmt | For | For | For | ||
12 | Elect Michael D. White | Mgmt | For | For | For | ||
13 | Elect Thomas D. Woods | Mgmt | For | For | For | ||
14 | Elect R. David Yost | Mgmt | For | For | For | ||
15 | Elect Maria T. Zuber | Mgmt | For | For | For | ||
16 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
17 | Ratification of Auditor | Mgmt | For | For | For | ||
18 | Shareholder Proposal Regarding Independent Chair | ShrHoldr | Against | For | Against | ||
Bank of New York Mellon Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
BK | CUSIP 064058100 | 04/10/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Steven D. Black | Mgmt | For | For | For | ||
2 | Elect Linda Z. Cook | Mgmt | For | For | For | ||
3 | Elect Joseph J. Echevarria | Mgmt | For | For | For | ||
4 | Elect Edward P. Garden | Mgmt | For | For | For | ||
5 | Elect Jeffrey A. Goldstein | Mgmt | For | For | For | ||
6 | Elect John M. Hinshaw | Mgmt | For | For | For | ||
7 | Elect Edmund F. Kelly | Mgmt | For | For | For | ||
8 | Elect Jennifer B. Morgan | Mgmt | For | For | For | ||
9 | Elect Mark A. Nordenberg | Mgmt | For | For | For | ||
10 | Elect Elizabeth E. Robinson | Mgmt | For | For | For | ||
11 | Elect Charles W. Scharf | Mgmt | For | For | For | ||
12 | Elect Samuel C. Scott III | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | For | Against | ||
16 | Shareholder Proposal Regarding Proxy Voting Practices | ShrHoldr | Against | Against | For | ||
BlackRock, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
BLK | CUSIP 09247X101 | 05/23/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Mathis Cabiallavetta | Mgmt | For | For | For | ||
2 | Elect Pamela Daley | Mgmt | For | For | For | ||
3 | Elect William S. Demchak | Mgmt | For | For | For | ||
4 | Elect Jessica P. Einhorn | Mgmt | For | For | For | ||
5 | Elect Laurence D. Fink | Mgmt | For | For | For | ||
6 | Elect William E. Ford | Mgmt | For | For | For | ||
7 | Elect Fabrizio Freda | Mgmt | For | For | For | ||
8 | Elect Murry S. Gerber | Mgmt | For | For | For | ||
9 | Elect Margaret L. Johnson | Mgmt | For | For | For | ||
10 | Elect Robert S. Kapito | Mgmt | For | For | For | ||
11 | Elect Sir Deryck C. Maughan | Mgmt | For | For | For | ||
12 | Elect Cheryl D. Mills | Mgmt | For | For | For | ||
13 | Elect Gordon M. Nixon | Mgmt | For | For | For | ||
14 | Elect Charles H. Robbins | Mgmt | For | For | For | ||
15 | Elect Ivan G. Seidenberg | Mgmt | For | For | For | ||
16 | Elect Marco Antonio Slim Domit | Mgmt | For | For | For | ||
17 | Elect Susan L. Wagner | Mgmt | For | For | For | ||
18 | Elect Mark Wilson | Mgmt | For | For | For | ||
19 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
20 | Amendment to the 1999 Stock Award and Incentive Plan | Mgmt | For | For | For | ||
21 | Ratification of Auditor | Mgmt | For | For | For | ||
22 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
BNP Paribas | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
BNP | CUSIP 05565A202 | 05/24/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Accounts and Reports; Non Tax-Deductible Expenses | Mgmt | For | For | For | ||
2 | Consolidated Accounts and Reports | Mgmt | For | For | For | ||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||
4 | Related Party Transactions | Mgmt | For | For | For | ||
5 | Authority to Repurchase and Reissue Shares | Mgmt | For | For | For | ||
6 | Appointment of Auditor and Alternate Auditor (Deloitte & Associes and Societe BEAS) | Mgmt | For | For | For | ||
7 | Appointment of Auditor and Alternate Auditor (Mazars and Charles de Boisriou) | Mgmt | For | For | For | ||
8 | Appointment of Auditor and Alternate Auditor (PricewaterhouseCoopers and Jean-Baptiste Deschryver) | Mgmt | For | For | For | ||
9 | Elect Pierre-Andre de Chalendar | Mgmt | For | For | For | ||
10 | Elect Denis Kessler | Mgmt | For | For | For | ||
11 | Elect Laurence Parisot | Mgmt | For | For | For | ||
12 | Remuneration Policy (Chair) | Mgmt | For | For | For | ||
13 | Remuneration Policy (CEO and COO) | Mgmt | For | For | For | ||
14 | Remuneration of Jean Lemierre, Chair | Mgmt | For | For | For | ||
15 | Remuneration of Jean-Laurent Bonnafe, CEO | Mgmt | For | For | For | ||
16 | Remuneration of Philippe Bordenave, COO | Mgmt | For | For | For | ||
17 | Remuneration of Identified Staff | Mgmt | For | For | For | ||
18 | Authority to Set the Maximum Variable Compensation Ratio for Persons Belonging to the Company's Identified Staff | Mgmt | For | For | For | ||
19 | Authority to Issue Shares and Convertible Securities w/ Preemptive Rights | Mgmt | For | Against | Against | ||
20 | Authority to Issue Shares and Convertible Securities w/o Preemptive Rights | Mgmt | For | Against | Against | ||
21 | Authority to Increase Capital in Consideration for Contributions in Kind | Mgmt | For | Against | Against | ||
22 | Global Ceiling on Capital Increases W/o Preemptive Rights | Mgmt | For | Against | Against | ||
23 | Authority to Increase Capital Through Capitalisations | Mgmt | For | For | For | ||
24 | Global Ceiling on Capital Increases | Mgmt | For | Against | Against | ||
25 | Employee Stock Purchase Plan | Mgmt | For | For | For | ||
26 | Authority to Cancel Shares and Reduce Capital | Mgmt | For | For | For | ||
27 | Amendment Regarding the Age Limit of the Chair, CEO and COO | Mgmt | For | For | For | ||
28 | Authorisation of Legal Formalities | Mgmt | For | For | For | ||
Booking Holdings Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
BKNG | CUSIP 09857L108 | 06/07/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Timothy M. Armstrong | Mgmt | For | For | For | ||
1.2 | Elect Jeffrey H. Boyd | Mgmt | For | For | For | ||
1.3 | Elect Jeffrey E. Epstein | Mgmt | For | For | For | ||
1.4 | Elect Glenn D. Fogel | Mgmt | For | For | For | ||
1.5 | Elect Mirian M. Graddick-Weir | Mgmt | For | For | For | ||
1.6 | Elect James M. Guyette | Mgmt | For | For | For | ||
1.7 | Elect Robert J. Mylod, Jr. | Mgmt | For | For | For | ||
1.8 | Elect Charles H. Noski | Mgmt | For | For | For | ||
1.9 | Elect Nancy B. Peretsman | Mgmt | For | For | For | ||
1.10 | Elect Nicholas J. Read | Mgmt | For | For | For | ||
1.11 | Elect Thomas E. Rothman | Mgmt | For | For | For | ||
1.12 | Elect Craig W. Rydin | Mgmt | For | For | For | ||
1.13 | Elect Lynn M. Vojvodich | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
4 | Amendment to the 1999 Omnibus Plan | Mgmt | For | For | For | ||
5 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | Against | For | ||
Bristol-Myers Squibb Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
BMY | CUSIP 110122108 | 05/01/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Peter J. Arduini | Mgmt | For | For | For | ||
2 | Elect Jose Baselga | Mgmt | For | For | For | ||
3 | Elect Robert J. Bertolini | Mgmt | For | For | For | ||
4 | Elect Giovanni Caforio | Mgmt | For | For | For | ||
5 | Elect Matthew W. Emmens | Mgmt | For | For | For | ||
6 | Elect Michael Grobstein | Mgmt | For | For | For | ||
7 | Elect Alan J. Lacy | Mgmt | For | For | For | ||
8 | Elect Dinesh C. Paliwal | Mgmt | For | For | For | ||
9 | Elect Theodore R. Samuels | Mgmt | For | For | For | ||
10 | Elect Gerald Storch | Mgmt | For | For | For | ||
11 | Elect Vicki L. Sato | Mgmt | For | For | For | ||
12 | Elect Karen H. Vousden | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Shareholder Proposal Regarding Report on Linking Executive Compensation to Drug Pricing | ShrHoldr | Against | Against | For | ||
16 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||
Broadcom Limited | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
AVGO | CUSIP Y09827109 | 03/23/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Special | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Reincorporation/Change of Continuance | Mgmt | For | For | For | ||
Broadcom Limited | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
AVGO | CUSIP Y09827109 | 04/04/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Hock E. Tan | Mgmt | For | For | For | ||
2 | Elect James V. Diller, Sr. | Mgmt | For | For | For | ||
3 | Elect Gayla J. Delly | Mgmt | For | For | For | ||
4 | Elect Lewis C. Eggebrecht | Mgmt | For | For | For | ||
5 | Elect Kenneth Y. Hao | Mgmt | For | For | For | ||
6 | Elect Eddy W. Hartenstein | Mgmt | For | For | For | ||
7 | Elect Check Kian Low | Mgmt | For | For | For | ||
8 | Elect Donald Macleod | Mgmt | For | For | For | ||
9 | Elect Peter J. Marks | Mgmt | For | For | For | ||
10 | Elect Dr. Henry S. Samueli | Mgmt | For | For | For | ||
11 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
12 | Authority to Issue Ordinary and Special Preference Shares | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
C.H. Robinson Worldwide, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CHRW | CUSIP 12541W209 | 05/10/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Scott P. Anderson | Mgmt | For | For | For | ||
2 | Elect Robert Ezrilov | Mgmt | For | For | For | ||
3 | Elect Wayne M. Fortun | Mgmt | For | For | For | ||
4 | Elect Timothy C. Gokey | Mgmt | For | For | For | ||
5 | Elect Mary J. Steele Guilfoile | Mgmt | For | For | For | ||
6 | Elect Jodee A. Kozlak | Mgmt | For | For | For | ||
7 | Elect Brian P. Short | Mgmt | For | For | For | ||
8 | Elect James B. Stake | Mgmt | For | For | For | ||
9 | Elect John P. Wiehoff | Mgmt | For | For | For | ||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Shareholder Proposal Regarding Reducing Greenhouse Gas Emissions | ShrHoldr | Against | Against | For | ||
Cabot Oil & Gas Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
COG | CUSIP 127097103 | 05/02/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Dorothy M. Ables | Mgmt | For | For | For | ||
1.2 | Elect Rhys J. Best | Mgmt | For | For | For | ||
1.3 | Elect Robert S. Boswell | Mgmt | For | For | For | ||
1.4 | Elect Amanda M. Brock | Mgmt | For | For | For | ||
1.5 | Elect Dan O. Dinges | Mgmt | For | For | For | ||
1.6 | Elect Robert Kelley | Mgmt | For | For | For | ||
1.7 | Elect W. Matt Ralls | Mgmt | For | For | For | ||
1.8 | Elect Marcus A. Watts | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
Capital One Financial Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
COF | CUSIP 14040H105 | 05/03/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Richard D. Fairbank | Mgmt | For | For | For | ||
2 | Elect Aparna Chennapragada | Mgmt | For | For | For | ||
3 | Elect Ann Fritz Hackett | Mgmt | For | For | For | ||
4 | Elect Lewis Hay, III | Mgmt | For | For | For | ||
5 | Elect Benjamin P. Jenkins, III | Mgmt | For | For | For | ||
6 | Elect Peter Thomas Killalea | Mgmt | For | For | For | ||
7 | Elect Pierre E. Leroy | Mgmt | For | For | For | ||
8 | Elect Peter E. Raskind | Mgmt | For | For | For | ||
9 | Elect Mayo A. Shattuck III | Mgmt | For | For | For | ||
10 | Elect Bradford H. Warner | Mgmt | For | For | For | ||
11 | Elect Catherine G. West | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Ratification of Ownership Threshold for Shareholders to Call a Special Meeting | Mgmt | For | For | For | ||
Carnival Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CCL | CUSIP 143658300 | 04/11/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Micky Arison | Mgmt | For | For | For | ||
2 | Elect Jonathon Band | Mgmt | For | For | For | ||
3 | Elect Jason G. Cahilly | Mgmt | For | For | For | ||
4 | Elect Helen Deeble | Mgmt | For | For | For | ||
5 | Elect Arnold W. Donald | Mgmt | For | For | For | ||
6 | Elect Richard J. Glasier | Mgmt | For | For | For | ||
7 | Elect Debra J. Kelly-Ennis | Mgmt | For | For | For | ||
8 | Elect John Parker | Mgmt | For | For | For | ||
9 | Elect Stuart Subotnick | Mgmt | For | For | For | ||
10 | Elect Laura A. Weil | Mgmt | For | For | For | ||
11 | Elect Randall J. Weisenburger | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
13 | Approval of Directors' Remuneration Report | Mgmt | For | Against | Against | ||
14 | Appointment of Auditor | Mgmt | For | For | For | ||
15 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||
16 | Accounts and Reports | Mgmt | For | For | For | ||
17 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | Against | Against | ||
18 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | Against | Against | ||
19 | Authority to Repurchase Shares | Mgmt | For | For | For | ||
Caterpillar Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CAT | CUSIP 149123101 | 06/13/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Kelly A. Ayotte | Mgmt | For | For | For | ||
2 | Elect David L. Calhoun | Mgmt | For | For | For | ||
3 | Elect Daniel M. Dickinson | Mgmt | For | For | For | ||
4 | Elect Juan Gallardo | Mgmt | For | For | For | ||
5 | Elect Dennis A. Muilenburg | Mgmt | For | For | For | ||
6 | Elect William A. Osborn | Mgmt | For | For | For | ||
7 | Elect Debra L. Reed | Mgmt | For | For | For | ||
8 | Elect Edward B. Rust, Jr. | Mgmt | For | For | For | ||
9 | Elect Susan C. Schwab | Mgmt | For | For | For | ||
10 | Elect Jim Umpleby III | Mgmt | For | For | For | ||
11 | Elect Miles D. White | Mgmt | For | For | For | ||
12 | Elect Rayford Wilkins Jr. | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||
16 | Shareholder Proposal Regarding Amendment to Clawback Policy | ShrHoldr | Against | Against | For | ||
17 | Shareholder Proposal Regarding Human Rights Expertise on Board | ShrHoldr | Against | Against | For | ||
CF Industries Holdings, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CF | CUSIP 125269100 | 05/10/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Robert C. Arzbaecher | Mgmt | For | For | For | ||
2 | Elect William Davisson | Mgmt | For | For | For | ||
3 | Elect John W. Eaves | Mgmt | For | For | For | ||
4 | Elect Stephen A. Furbacher | Mgmt | For | For | For | ||
5 | Elect Stephen J. Hagge | Mgmt | For | For | For | ||
6 | Elect John D. Johnson | Mgmt | For | For | For | ||
7 | Elect Anne P. Noonan | Mgmt | For | For | For | ||
8 | Elect Michael J. Toelle | Mgmt | For | For | For | ||
9 | Elect Theresa E Wagler | Mgmt | For | For | For | ||
10 | Elect W. Anthony Will | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
12 | Ratification of Special Meeting Provisions | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
Charles Schwab Corp. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
SCHW | CUSIP 808513105 | 05/15/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Walter W. Bettinger II | Mgmt | For | For | For | ||
2 | Elect Joan T. Dea | Mgmt | For | For | For | ||
3 | Elect Christopher V. Dodds | Mgmt | For | For | For | ||
4 | Elect Mark A. Goldfarb | Mgmt | For | For | For | ||
5 | Elect Charles A. Ruffel | Mgmt | For | For | For | ||
6 | Ratification of Auditor | Mgmt | For | For | For | ||
7 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
8 | Amendment to the 2013 Stock Incentive Plan | Mgmt | For | For | For | ||
9 | Adoption of Proxy Access | Mgmt | For | For | For | ||
10 | Shareholder Proposal Regarding Diversity Report | ShrHoldr | Against | For | Against | ||
11 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For | ||
Chevron Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CVX | CUSIP 166764100 | 05/30/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Wanda M. Austin | Mgmt | For | For | For | ||
2 | Elect John B. Frank | Mgmt | For | For | For | ||
3 | Elect Alice P. Gast | Mgmt | For | For | For | ||
4 | Elect Enrique Hernandez, Jr. | Mgmt | For | For | For | ||
5 | Elect Charles W. Moorman, IV | Mgmt | For | For | For | ||
6 | Elect Dambisa F. Moyo | Mgmt | For | For | For | ||
7 | Elect Ronald D. Sugar | Mgmt | For | For | For | ||
8 | Elect Inge G. Thulin | Mgmt | For | For | For | ||
9 | Elect D. James Umpleby | Mgmt | For | For | For | ||
10 | Elect Michael K. Wirth | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
14 | Shareholder Proposal Regarding Report On Doing Business With Governments Complicit in Genocide | ShrHoldr | Against | Against | For | ||
15 | Shareholder Proposal Regarding Report on Transition to Low Carbon Economy | ShrHoldr | Against | Against | For | ||
16 | Shareholder Proposal Regarding Methane Emissions Report | ShrHoldr | Against | Against | For | ||
17 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | For | Against | ||
18 | Shareholder Proposal Regarding Environmental Expertise on Board | ShrHoldr | Against | For | Against | ||
19 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||
Chipotle Mexican Grill, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CMG | CUSIP 169656105 | 05/22/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Albert S. Baldocchi | Mgmt | For | For | For | ||
1.2 | Elect Paul T. Cappuccio | Mgmt | For | For | For | ||
1.3 | Elect Steve Ells | Mgmt | For | For | For | ||
1.4 | Elect Neil Flanzraich | Mgmt | For | For | For | ||
1.5 | Elect Robin Hickenlooper | Mgmt | For | For | For | ||
1.6 | Elect Kimbal Musk | Mgmt | For | For | For | ||
1.7 | Elect Ali Namvar | Mgmt | For | For | For | ||
1.8 | Elect Brian Niccol | Mgmt | For | For | For | ||
1.9 | Elect Matthew H. Paull | Mgmt | For | For | For | ||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
3 | Ratification of Auditor | Mgmt | For | For | For | ||
4 | Amendment to the 2011 Stock Incentive Plan | Mgmt | For | For | For | ||
5 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | For | Against | ||
Chubb Limited | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CB | CUSIP H1467J104 | 05/17/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Accounts and Reports | Mgmt | For | For | For | ||
2 | Allocation of Profits | Mgmt | For | For | For | ||
3 | Dividends from Reserves | Mgmt | For | For | For | ||
4 | Ratification of Board Acts | Mgmt | For | For | For | ||
5 | Election of Statutory Auditors | Mgmt | For | For | For | ||
6 | Appointment of Auditor | Mgmt | For | For | For | ||
7 | Appointment of Special Auditor | Mgmt | For | For | For | ||
8 | Elect Evan G. Greenberg | Mgmt | For | For | For | ||
9 | Elect Robert M. Hernandez | Mgmt | For | For | For | ||
10 | Elect Michael G. Atieh | Mgmt | For | For | For | ||
11 | Elect Sheila P. Burke | Mgmt | For | For | For | ||
12 | Elect James I. Cash, Jr. | Mgmt | For | For | For | ||
13 | Elect Mary A. Cirillo | Mgmt | For | For | For | ||
14 | Elect Michael P. Connors | Mgmt | For | For | For | ||
15 | Elect John A. Edwardson | Mgmt | For | For | For | ||
16 | Elect Kimberly Ross | Mgmt | For | For | For | ||
17 | Elect Robert W. Scully | Mgmt | For | For | For | ||
18 | Elect Eugene B. Shanks, Jr. | Mgmt | For | For | For | ||
19 | Elect Theodore Shasta | Mgmt | For | For | For | ||
20 | Elect David H. Sidwell | Mgmt | For | For | For | ||
21 | Elect Olivier Steimer | Mgmt | For | For | For | ||
22 | Elect James M. Zimmerman | Mgmt | For | For | For | ||
23 | Elect Evan G. Greenberg as Chair of the Board of Directors | Mgmt | For | For | For | ||
24 | Elect Michael P. Connors | Mgmt | For | For | For | ||
25 | Elect Mary A. Cirillo | Mgmt | For | For | For | ||
26 | Elect Robert M. Hernandez | Mgmt | For | For | For | ||
27 | Elect James M. Zimmerman | Mgmt | For | For | For | ||
28 | Election of Homburger AG as independent proxy | Mgmt | For | For | For | ||
29 | Amendment to Articles Regarding Authorized Share Capital for General Purposes | Mgmt | For | For | For | ||
30 | Board Compensation | Mgmt | For | For | For | ||
31 | Executive Compensation | Mgmt | For | For | For | ||
32 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
33 | Additional or Miscellaneous Proposals | Mgmt | For | For | For | ||
Cinemark Holdings, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CNK | CUSIP 17243V102 | 05/24/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Darcy Antonellis | Mgmt | For | For | For | ||
1.2 | Elect Carlos Sepulveda | Mgmt | For | For | For | ||
1.3 | Elect Mark Zoradi | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
Citigroup Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
C | CUSIP 172967424 | 04/24/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Michael L. Corbat | Mgmt | For | For | For | ||
2 | Elect Ellen M. Costello | Mgmt | For | For | For | ||
3 | Elect John C. Dugan | Mgmt | For | For | For | ||
4 | Elect Duncan P. Hennes | Mgmt | For | For | For | ||
5 | Elect Peter B. Henry | Mgmt | For | For | For | ||
6 | Elect Franz B. Humer | Mgmt | For | For | For | ||
7 | Elect S. Leslie Ireland | Mgmt | For | For | For | ||
8 | Elect Renee J. James | Mgmt | For | For | For | ||
9 | Elect Eugene M. McQuade | Mgmt | For | For | For | ||
10 | Elect Michael E. O'Neill | Mgmt | For | For | For | ||
11 | Elect Gary M. Reiner | Mgmt | For | For | For | ||
12 | Elect Anthony M. Santomero | Mgmt | For | For | For | ||
13 | Elect Diana L. Taylor | Mgmt | For | For | For | ||
14 | Elect James S. Turley | Mgmt | For | For | For | ||
15 | Elect Deborah C. Wright | Mgmt | For | For | For | ||
16 | Elect Ernesto Zedillo Ponce de Leon | Mgmt | For | For | For | ||
17 | Ratification of Auditor | Mgmt | For | For | For | ||
18 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
19 | Amendment to the 2014 Stock Incentive Plan | Mgmt | For | For | For | ||
20 | Shareholder Proposal Regarding Indigenous Peoples' Rights Policy | ShrHoldr | Against | Against | For | ||
21 | Shareholder Proposal Regarding Cumulative Voting | ShrHoldr | Against | For | Against | ||
22 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
23 | Shareholder Proposal Regarding Amendment to Proxy Access Bylaw | ShrHoldr | Against | Against | For | ||
24 | Shareholder Proposal Regarding Government Service Vesting | ShrHoldr | Against | Against | For | ||
25 | Shareholder Proposal Regarding Right to Call a Special Meeting | ShrHoldr | Against | Against | For | ||
CME Group Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CME | CUSIP 12572Q105 | 05/09/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Terrence A. Duffy | Mgmt | For | For | For | ||
2 | Elect Timothy S. Bitsberger | Mgmt | For | For | For | ||
3 | Elect Charles P. Carey | Mgmt | For | For | For | ||
4 | Elect Dennis H. Chookaszian | Mgmt | For | For | For | ||
5 | Elect Ana Dutra | Mgmt | For | For | For | ||
6 | Elect Martin J. Gepsman | Mgmt | For | For | For | ||
7 | Elect Larry G. Gerdes | Mgmt | For | For | For | ||
8 | Elect Daniel R. Glickman | Mgmt | For | For | For | ||
9 | Elect Deborah J. Lucas | Mgmt | For | For | For | ||
10 | Elect Alex J. Pollock | Mgmt | For | For | For | ||
11 | Elect Terry L. Savage | Mgmt | For | For | For | ||
12 | Elect William R. Shepard | Mgmt | For | For | For | ||
13 | Elect Howard J. Siegel | Mgmt | For | For | For | ||
14 | Elect Dennis A. Suskind | Mgmt | For | For | For | ||
15 | Ratification of Auditor | Mgmt | For | For | For | ||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
CMS Energy Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CMS | CUSIP 125896100 | 05/04/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Jon E. Barfield | Mgmt | For | For | For | ||
2 | Elect Deborah H. Butler | Mgmt | For | For | For | ||
3 | Elect Kurt L. Darrow | Mgmt | For | For | For | ||
4 | Elect Stephen E. Ewing | Mgmt | For | For | For | ||
5 | Elect William D. Harvey | Mgmt | For | For | For | ||
6 | Elect Patricia K. Poppe | Mgmt | For | For | For | ||
7 | Elect John G. Russell | Mgmt | For | For | For | ||
8 | Elect Myrna M. Soto | Mgmt | For | For | For | ||
9 | Elect John G. Sznewajs | Mgmt | For | For | For | ||
10 | Elect Laura H. Wright | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
13 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For | ||
Coca-Cola Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
KO | CUSIP 191216100 | 04/25/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Herbert A. Allen | Mgmt | For | For | For | ||
2 | Elect Ronald W. Allen | Mgmt | For | For | For | ||
3 | Elect Marc Bolland | Mgmt | For | For | For | ||
4 | Elect Ana Botin | Mgmt | For | For | For | ||
5 | Elect Richard M. Daley | Mgmt | For | For | For | ||
6 | Elect Christopher C. Davis | Mgmt | For | For | For | ||
7 | Elect Barry Diller | Mgmt | For | For | For | ||
8 | Elect Helene D. Gayle | Mgmt | For | For | For | ||
9 | Elect Alexis M. Herman | Mgmt | For | For | For | ||
10 | Elect Muhtar Kent | Mgmt | For | For | For | ||
11 | Elect Robert A. Kotick | Mgmt | For | For | For | ||
12 | Elect Maria Elena Lagomasino | Mgmt | For | For | For | ||
13 | Elect Sam Nunn | Mgmt | For | For | For | ||
14 | Elect James Quincey | Mgmt | For | For | For | ||
15 | Elect Caroline J. Tsay | Mgmt | For | For | For | ||
16 | Elect David B. Weinberg | Mgmt | For | For | For | ||
17 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
18 | Ratification of Auditor | Mgmt | For | For | For | ||
Coca-Cola European Partners plc | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CCE | CUSIP G25839104 | 05/31/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Accounts and Reports | Mgmt | For | For | For | ||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | ||
3 | Elect Francisco Crespo Benitez | Mgmt | For | For | For | ||
4 | Elect Alvaro Gomez-Trenor Aguilar | Mgmt | For | For | For | ||
5 | Elect Jose Ignacio Comenge Sanchez-Real | Mgmt | For | For | For | ||
6 | Elect Irial Finan | Mgmt | For | For | For | ||
7 | Elect Damien Paul Gammell | Mgmt | For | For | For | ||
8 | Elect Alfonso Libano Daurella | Mgmt | For | For | For | ||
9 | Elect Mario R Sola | Mgmt | For | For | For | ||
10 | Appointment of Auditor | Mgmt | For | For | For | ||
11 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||
12 | Authorisation of Political Donations | Mgmt | For | For | For | ||
13 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | Against | Against | ||
14 | Waiver of Mandatory Takeover Requirement | Mgmt | For | For | For | ||
15 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||
16 | Authority to Repurchase On-Market Shares | Mgmt | For | For | For | ||
17 | Authority to Repurchase Off-Market Shares | Mgmt | For | For | For | ||
18 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||
Colgate-Palmolive Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CL | CUSIP 194162103 | 05/11/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Charles A. Bancroft | Mgmt | For | For | For | ||
2 | Elect John P. Bilbrey | Mgmt | For | For | For | ||
3 | Elect John T. Cahill | Mgmt | For | For | For | ||
4 | Elect Ian M. Cook | Mgmt | For | For | For | ||
5 | Elect Helene D. Gayle | Mgmt | For | For | For | ||
6 | Elect Ellen M. Hancock | Mgmt | For | For | For | ||
7 | Elect C. Martin Harris | Mgmt | For | For | For | ||
8 | Elect Lorrie Norrington | Mgmt | For | For | For | ||
9 | Elect Michael B. Polk | Mgmt | For | For | For | ||
10 | Elect Stephen I. Sadove | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||
Comcast Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CMCSA | CUSIP 20030N101 | 06/11/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Kenneth J. Bacon | Mgmt | For | For | For | ||
1.2 | Elect Madeline S. Bell | Mgmt | For | For | For | ||
1.3 | Elect Sheldon M. Bonovitz | Mgmt | For | For | For | ||
1.4 | Elect Edward D. Breen | Mgmt | For | For | For | ||
1.5 | Elect Gerald L. Hassell | Mgmt | For | For | For | ||
1.6 | Elect Jeffrey A. Honickman | Mgmt | For | For | For | ||
1.7 | Elect Maritza Gomez Montiel | Mgmt | For | For | For | ||
1.8 | Elect Asuka Nakahara | Mgmt | For | For | For | ||
1.9 | Elect David C. Novak | Mgmt | For | For | For | ||
1.10 | Elect Brian L. Roberts | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Advisory vote on executive compensation | Mgmt | For | For | For | ||
4 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
ConocoPhillips | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
COP | CUSIP 20825C104 | 05/15/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Charles E. Bunch | Mgmt | For | For | For | ||
2 | Elect Caroline Maury Devine | Mgmt | For | For | For | ||
3 | Elect John V. Faraci | Mgmt | For | For | For | ||
4 | Elect Jody L Freeman | Mgmt | For | For | For | ||
5 | Elect Gay Huey Evans | Mgmt | For | For | For | ||
6 | Elect Ryan M. Lance | Mgmt | For | For | For | ||
7 | Elect Sharmila Mulligan | Mgmt | For | For | For | ||
8 | Elect Arjun N. Murti | Mgmt | For | For | For | ||
9 | Elect Robert A. Niblock | Mgmt | For | For | For | ||
10 | Elect Harald J. Norvik | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Shareholder Proposal Regarding Use of GAAP Metrics in Executive Compensation | ShrHoldr | Against | Against | For | ||
Costco Wholesale Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
COST | CUSIP 22160K105 | 01/30/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Kenneth D. Denman | Mgmt | For | For | For | ||
1.2 | Elect W. Craig Jelinek | Mgmt | For | For | For | ||
1.3 | Elect Jeffrey S. Raikes | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
4 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | ||
5 | Shareholder Proposal Regarding Prison Labor | ShrHoldr | Against | Against | For | ||
CSX Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CSX | CUSIP 126408103 | 05/18/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Donna M. Alvarado | Mgmt | For | For | For | ||
2 | Elect John B. Breaux | Mgmt | For | For | For | ||
3 | Elect Pamela L. Carter | Mgmt | For | For | For | ||
4 | Elect James M. Foote | Mgmt | For | For | For | ||
5 | Elect Steven T. Halverson | Mgmt | For | For | For | ||
6 | Elect Paul C. Hilal | Mgmt | For | For | For | ||
7 | Elect Edward J. Kelly, III | Mgmt | For | For | For | ||
8 | Elect John D. McPherson | Mgmt | For | For | For | ||
9 | Elect David M. Moffett | Mgmt | For | For | For | ||
10 | Elect Dennis H. Reilley | Mgmt | For | For | For | ||
11 | Elect Linda H. Riefler | Mgmt | For | For | For | ||
12 | Elect J. Steven Whisler | Mgmt | For | For | For | ||
13 | Elect John J. Zillmer | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
16 | Approval of the 2018 Employee Stock Purchase Plan | Mgmt | For | For | For | ||
CVS Health Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CVS | CUSIP 126650100 | 03/13/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Special | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Issuance of Stock for Merger | Mgmt | For | For | For | ||
2 | Right to Adjourn Meeting | Mgmt | For | For | For | ||
CVS Health Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
CVS | CUSIP 126650100 | 06/04/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Richard M. Bracken | Mgmt | For | For | For | ||
2 | Elect C. David Brown II | Mgmt | For | For | For | ||
3 | Elect Alecia A. DeCoudreaux | Mgmt | For | For | For | ||
4 | Elect Nancy-Ann M. DeParle | Mgmt | For | For | For | ||
5 | Elect David W. Dorman | Mgmt | For | For | For | ||
6 | Elect Anne M. Finucane | Mgmt | For | For | For | ||
7 | Elect Larry J. Merlo | Mgmt | For | For | For | ||
8 | Elect Jean-Pierre Millon | Mgmt | For | For | For | ||
9 | Elect Mary L. Schapiro | Mgmt | For | For | For | ||
10 | Elect Richard J. Swift | Mgmt | For | For | For | ||
11 | Elect William C. Weldon | Mgmt | For | For | For | ||
12 | Elect Tony L. White | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | Reduce Threshold for Shareholders' Right to Call a Special Meeting | Mgmt | For | For | For | ||
16 | Shareholder Proposal Regarding Voting Disclosure | ShrHoldr | Against | Against | For | ||
Danaher Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
DHR | CUSIP 235851102 | 05/08/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Donald J. Ehrlich | Mgmt | For | For | For | ||
2 | Elect Linda P. Hefner Filler | Mgmt | For | For | For | ||
3 | Elect Thomas P. Joyce, Jr. | Mgmt | For | For | For | ||
4 | Elect Teri List-Stoll | Mgmt | For | For | For | ||
5 | Elect Walter G. Lohr, Jr. | Mgmt | For | For | For | ||
6 | Elect Mitchell P. Rales | Mgmt | For | For | For | ||
7 | Elect Steven M. Rales | Mgmt | For | For | For | ||
8 | Elect John T. Schwieters | Mgmt | For | For | For | ||
9 | Elect Alan G. Spoon | Mgmt | For | For | For | ||
10 | Elect Raymond C. Stevens | Mgmt | For | For | For | ||
11 | Elect Elias A. Zerhouni | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | For | Against | ||
Deere & Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
DE | CUSIP 244199105 | 02/28/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Samuel R. Allen | Mgmt | For | For | For | ||
2 | Elect Vance D. Coffman | Mgmt | For | For | For | ||
3 | Elect Alan C. Heuberger | Mgmt | For | For | For | ||
4 | Elect Charles O. Holliday, Jr. | Mgmt | For | For | For | ||
5 | Elect Dipak C. Jain | Mgmt | For | For | For | ||
6 | Elect Michael O. Johanns | Mgmt | For | For | For | ||
7 | Elect Clayton M. Jones | Mgmt | For | For | For | ||
8 | Elect Brian M. Krzanich | Mgmt | For | For | For | ||
9 | Elect Gregory R. Page | Mgmt | For | For | For | ||
10 | Elect Sherry M. Smith | Mgmt | For | For | For | ||
11 | Elect Dmitri L. Stockton | Mgmt | For | For | For | ||
12 | Elect Sheila G. Talton | Mgmt | For | For | For | ||
13 | Advisory vote on executive compensation | Mgmt | For | For | For | ||
14 | Amendment to the Long-Term Incentive Cash Plan | Mgmt | For | For | For | ||
15 | Ratification of Auditor | Mgmt | For | For | For | ||
16 | Shareholder Proposal Regarding Right to Call a Special Meeting | ShrHoldr | Against | Against | For | ||
Delta Air Lines, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
DAL | CUSIP 247361702 | 06/29/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Edward H. Bastian | Mgmt | For | For | For | ||
2 | Elect Francis S. Blake | Mgmt | For | For | For | ||
3 | Elect Daniel A. Carp | Mgmt | For | For | For | ||
4 | Elect Ashton B. Carter | Mgmt | For | For | For | ||
5 | Elect David G. DeWalt | Mgmt | For | For | For | ||
6 | Elect William H. Easter III | Mgmt | For | For | For | ||
7 | Elect Michael P. Huerta | Mgmt | For | For | For | ||
8 | Elect Jeanne P. Jackson | Mgmt | For | For | For | ||
9 | Elect George N. Mattson | Mgmt | For | For | For | ||
10 | Elect Douglas R Ralph | Mgmt | For | For | For | ||
11 | Elect Sergio A. L. Rial | Mgmt | For | For | For | ||
12 | Elect Kathy N. Waller | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
Digital Realty Trust, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
DLR | CUSIP 253868103 | 05/08/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Laurence A. Chapman | Mgmt | For | For | For | ||
2 | Elect Michael A. Coke | Mgmt | For | For | For | ||
3 | Elect Kevin J. Kennedy | Mgmt | For | For | For | ||
4 | Elect William G. LaPerch | Mgmt | For | For | For | ||
5 | Elect Afshin Mohebbi | Mgmt | For | For | For | ||
6 | Elect Mark R. Patterson | Mgmt | For | For | For | ||
7 | Elect Mary Hogan Preusse | Mgmt | For | For | For | ||
8 | Elect John T. Roberts, Jr. | Mgmt | For | For | For | ||
9 | Elect Dennis E. Singleton | Mgmt | For | For | For | ||
10 | Elect A. William Stein | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
Digital Realty Trust, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
DLR | CUSIP 253868103 | 09/13/2017 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Special | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Merger | Mgmt | For | For | For | ||
2 | Right to Adjourn Meeting | Mgmt | For | For | For | ||
Discover Financial Services | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
DFS | CUSIP 254709108 | 05/02/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Jeffrey S. Aronin | Mgmt | For | For | For | ||
2 | Elect Mary K. Bush | Mgmt | For | For | For | ||
3 | Elect Gregory C. Case | Mgmt | For | For | For | ||
4 | Elect Candace H. Duncan | Mgmt | For | For | For | ||
5 | Elect Joseph F. Eazor | Mgmt | For | For | For | ||
6 | Elect Cynthia A. Glassman | Mgmt | For | For | For | ||
7 | Elect Thomas G. Maheras | Mgmt | For | For | For | ||
8 | Elect Michael H. Moskow | Mgmt | For | For | For | ||
9 | Elect David W. Nelms | Mgmt | For | For | For | ||
10 | Elect Mark A. Thierer | Mgmt | For | For | For | ||
11 | Elect Lawrence A. Weinbach | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | ||
Dollar General Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
DG | CUSIP 256677105 | 05/30/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Warren F. Bryant | Mgmt | For | For | For | ||
2 | Elect Michael M. Calbert | Mgmt | For | For | For | ||
3 | Elect Sandra B. Cochran | Mgmt | For | For | For | ||
4 | Elect Patricia Fili-Krushel | Mgmt | For | For | For | ||
5 | Elect Timothy I. McGuire | Mgmt | For | For | For | ||
6 | Elect Paula A. Price | Mgmt | For | For | For | ||
7 | Elect William C. Rhodes, III | Mgmt | For | For | For | ||
8 | Elect Ralph E. Santana | Mgmt | For | For | For | ||
9 | Elect Todd J. Vasos | Mgmt | For | For | For | ||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
Dominion Energy, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
D | CUSIP 25746U109 | 05/09/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect William P. Barr | Mgmt | For | For | For | ||
2 | Elect Helen E. Dragas | Mgmt | For | For | For | ||
3 | Elect James O. Ellis, Jr. | Mgmt | For | For | For | ||
4 | Elect Thomas F. Farrell II | Mgmt | For | For | For | ||
5 | Elect John W. Harris | Mgmt | For | For | For | ||
6 | Elect Ronald W. Jibson | Mgmt | For | For | For | ||
7 | Elect Mark J. Kington | Mgmt | For | For | For | ||
8 | Elect Joseph M. Rigby | Mgmt | For | For | For | ||
9 | Elect Pamela L. Royal | Mgmt | For | For | For | ||
10 | Elect Robert H. Spilman, Jr. | Mgmt | For | For | For | ||
11 | Elect Susan N. Story | Mgmt | For | For | For | ||
12 | Elect Michael E. Szymanczyk | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | Shareholder Proposal Regarding Methane Emissions Report | ShrHoldr | Against | Against | For | ||
16 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | Against | For | ||
DowDuPont Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
DWDP | CUSIP 26078J100 | 04/25/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Lamberto Andreotti | Mgmt | For | For | For | ||
2 | Elect James A. Bell | Mgmt | For | For | For | ||
3 | Elect Edward D. Breen | Mgmt | For | For | For | ||
4 | Elect Robert A. Brown | Mgmt | For | For | For | ||
5 | Elect Alexander M. Cutler | Mgmt | For | For | For | ||
6 | Elect Jeff M. Fettig | Mgmt | For | For | For | ||
7 | Elect Marillyn A. Hewson | Mgmt | For | For | For | ||
8 | Elect Lois D. Juliber | Mgmt | For | For | For | ||
9 | Elect Andrew N. Liveris | Mgmt | For | For | For | ||
10 | Elect Raymond J. Milchovich | Mgmt | For | For | For | ||
11 | Elect Paul Polman | Mgmt | For | For | For | ||
12 | Elect Dennis H. Reilley | Mgmt | For | For | For | ||
13 | Elect James M. Ringler | Mgmt | For | For | For | ||
14 | Elect Ruth G. Shaw | Mgmt | For | For | For | ||
15 | Elect Lee M. Thomas | Mgmt | For | For | For | ||
16 | Elect Patrick J. Ward | Mgmt | For | For | For | ||
17 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
18 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
19 | Ratification of Auditor | Mgmt | For | For | For | ||
20 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | ||
21 | Shareholder Proposal Regarding Report on Ratio Between CEO and Employee Pay | ShrHoldr | Against | Against | For | ||
22 | Shareholder Proposal Regarding Linking Executive Pay to Sustainability | ShrHoldr | Against | Against | For | ||
23 | Shareholder Proposal Regarding a Report on Reputational Risk Associated with the Bhopal Tragedy | ShrHoldr | Against | Against | For | ||
24 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||
Dr Pepper Snapple Group, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
DPS | CUSIP 26138E109 | 06/29/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Merger Issuance | Mgmt | For | For | For | ||
2 | Charter Amendments Regarding Company Name Change and Increase of Authorized Common Stock | Mgmt | For | For | For | ||
3 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | ||
4 | Right to Adjourn Meeting | Mgmt | For | For | For | ||
5 | Elect David E. Alexander | Mgmt | For | For | For | ||
6 | Elect Antonio Carrillo | Mgmt | For | For | For | ||
7 | Elect Jose M. Gutierrez | Mgmt | For | For | For | ||
8 | Elect Pamela H. Patsley | Mgmt | For | For | For | ||
9 | Elect Ronald G. Rogers | Mgmt | For | For | For | ||
10 | Elect Wayne R. Sanders | Mgmt | For | For | For | ||
11 | Elect Dunia A. Shive | Mgmt | For | For | For | ||
12 | Elect M. Anne Szostak | Mgmt | For | For | For | ||
13 | Elect Larry D. Young | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
16 | Shareholder Proposal Regarding Report on Obesity Risks | ShrHoldr | Against | Against | For | ||
DTE Energy Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
DTE | CUSIP 233331107 | 05/03/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Gerard M. Anderson | Mgmt | For | For | For | ||
1.2 | Elect David A. Brandon | Mgmt | For | For | For | ||
1.3 | Elect W. Frank Fountain, Jr. | Mgmt | For | For | For | ||
1.4 | Elect Charles G. McClure | Mgmt | For | For | For | ||
1.5 | Elect Gail J. McGovern | Mgmt | For | For | For | ||
1.6 | Elect Mark A. Murray | Mgmt | For | For | For | ||
1.7 | Elect James B. Nicholson | Mgmt | For | For | For | ||
1.8 | Elect Josue Robles, Jr. | Mgmt | For | For | For | ||
1.9 | Elect Ruth G. Shaw | Mgmt | For | For | For | ||
1.10 | Elect Robert C. Skaggs, Jr. | Mgmt | For | For | For | ||
1.11 | Elect David A. Thomas | Mgmt | For | For | For | ||
1.12 | Elect James H. Vandenberghe | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
4 | Amendment to the Long Term Incentive Plan | Mgmt | For | For | For | ||
5 | Shareholder Proposal Regarding an Economic Analysis on Closure of the Fermi 2 Nuclear Plant | ShrHoldr | Against | Against | For | ||
6 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||
Duke Energy Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
DUK | CUSIP 26441C204 | 05/03/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Michael G. Browning | Mgmt | For | For | For | ||
1.2 | Elect Theodore F. Craver, Jr. | Mgmt | For | For | For | ||
1.3 | Elect Robert M. Davis | Mgmt | For | For | For | ||
1.4 | Elect Daniel R. DiMicco | Mgmt | For | For | For | ||
1.5 | Elect John H. Forsgren | Mgmt | For | For | For | ||
1.6 | Elect Lynn J. Good | Mgmt | For | For | For | ||
1.7 | Elect John T. Herron | Mgmt | For | For | For | ||
1.8 | Elect James B. Hyler, Jr. | Mgmt | For | For | For | ||
1.9 | Elect William E. Kennard | Mgmt | For | For | For | ||
1.10 | Elect E. Marie McKee | Mgmt | For | For | For | ||
1.11 | Elect Charles W. Moorman, IV | Mgmt | For | For | For | ||
1.12 | Elect Carlos A. Saladrigas | Mgmt | For | For | For | ||
1.13 | Elect Thomas E. Skains | Mgmt | For | For | For | ||
1.14 | Elect William E. Webster | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
4 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||
5 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
DXC Technology Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
DXC | CUSIP 23355L106 | 08/10/2017 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Mukesh Aghi | Mgmt | For | For | For | ||
2 | Elect Amy E. Alving | Mgmt | For | For | For | ||
3 | Elect David L. Herzog | Mgmt | For | For | For | ||
4 | Elect Sachin S. Lawande | Mgmt | For | For | For | ||
5 | Elect J. Michael Lawrie | Mgmt | For | For | For | ||
6 | Elect Julio A Portalatin | Mgmt | For | For | For | ||
7 | Elect Peter Rutland | Mgmt | For | For | For | ||
8 | Elect Manoj P. Singh | Mgmt | For | For | For | ||
9 | Elect Margaret C. Whitman | Mgmt | For | For | For | ||
10 | Elect Robert F. Woods | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
14 | 2017 Incentive Plan | Mgmt | For | For | For | ||
Edison International | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
EIX | CUSIP 281020107 | 04/26/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Michael C. Camunez | Mgmt | For | For | For | ||
2 | Elect Vanessa C.L. Chang | Mgmt | For | For | For | ||
3 | Elect James T. Morris | Mgmt | For | For | For | ||
4 | Elect Timothy T. O'Toole | Mgmt | For | For | For | ||
5 | Elect Pedro J. Pizarro | Mgmt | For | For | For | ||
6 | Elect Linda G. Stuntz | Mgmt | For | For | For | ||
7 | Elect William P. Sullivan | Mgmt | For | For | For | ||
8 | Elect Ellen O. Tauscher | Mgmt | For | For | For | ||
9 | Elect Peter J. Taylor | Mgmt | For | For | For | ||
10 | Elect Brett White | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | ShrHoldr | Against | Against | For | ||
Eli Lilly & Co. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
LLY | CUSIP 532457108 | 05/07/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Katherine Baicker | Mgmt | For | For | For | ||
2 | Elect J. Erik Fyrwald | Mgmt | For | For | For | ||
3 | Elect Jamere Jackson | Mgmt | For | For | For | ||
4 | Elect Ellen R. Marram | Mgmt | For | For | For | ||
5 | Elect Jackson P. Tai | Mgmt | For | For | For | ||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
7 | Ratification of Auditor | Mgmt | For | For | For | ||
8 | Repeal of Classified Board | Mgmt | For | For | For | ||
9 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||
10 | Amendment to the 2002 Stock Plan | Mgmt | For | For | For | ||
11 | Shareholder Proposal Regarding Cannabis Policy Advocacy | ShrHoldr | Against | Against | For | ||
12 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
13 | Shareholder Proposal Regarding Animal Welfare | ShrHoldr | Against | Against | For | ||
14 | Shareholder Proposal Regarding Report on Linking Executive Compensation to Drug Pricing | ShrHoldr | Against | Against | For | ||
Enbridge Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
ENB | CUSIP 29250N105 | 05/09/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Pamela L. Carter | Mgmt | For | For | For | ||
1.2 | Elect Clarence P. Cazalot, Jr. | Mgmt | For | For | For | ||
1.3 | Elect Marcel R. Coutu | Mgmt | For | For | For | ||
1.4 | Elect Gregory L. Ebel | Mgmt | For | For | For | ||
1.5 | Elect J. Herb England | Mgmt | For | For | For | ||
1.6 | Elect Charles W. Fischer | Mgmt | For | For | For | ||
1.7 | Elect V. Maureen Kempston Darkes | Mgmt | For | For | For | ||
1.8 | Elect Michael McShane | Mgmt | For | For | For | ||
1.9 | Elect Al Monaco | Mgmt | For | For | For | ||
1.10 | Elect Michael E.J. Phelps | Mgmt | For | For | For | ||
1.11 | Elect Dan C. Tutcher | Mgmt | For | For | For | ||
1.12 | Elect Catherine L. Williams | Mgmt | For | For | For | ||
2 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
EOG Resources, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
EOG | CUSIP 26875P101 | 04/24/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Janet F. Clark | Mgmt | For | For | For | ||
2 | Elect Charles R. Crisp | Mgmt | For | For | For | ||
3 | Elect Robert P. Daniels | Mgmt | For | For | For | ||
4 | Elect James C. Day | Mgmt | For | For | For | ||
5 | Elect C. Christopher Gaut | Mgmt | For | For | For | ||
6 | Elect Donald F. Textor | Mgmt | For | For | For | ||
7 | Elect William R. Thomas | Mgmt | For | For | For | ||
8 | Elect Frank G. Wisner | Mgmt | For | For | For | ||
9 | Ratification of Auditor | Mgmt | For | For | For | ||
10 | Amendment to the Employee Stock Purchase Plan | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
Equifax Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
EFX | CUSIP 294429105 | 05/03/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Mark W. Begor | Mgmt | For | For | For | ||
2 | Elect Mark L. Feidler | Mgmt | For | For | For | ||
3 | Elect G. Thomas Hough | Mgmt | For | For | For | ||
4 | Elect Robert D. Marcus | Mgmt | For | For | For | ||
5 | Elect Siri S. Marshall | Mgmt | For | For | For | ||
6 | Elect Scott A. McGregor | Mgmt | For | For | For | ||
7 | Elect John A. McKinley | Mgmt | For | For | For | ||
8 | Elect Robert W. Selander | Mgmt | For | For | For | ||
9 | Elect Elane B. Stock | Mgmt | For | For | For | ||
10 | Elect Mark B. Templeton | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
13 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For | ||
Exelon Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
EXC | CUSIP 30161N101 | 05/01/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Anthony K. Anderson | Mgmt | For | For | For | ||
2 | Elect Ann C. Berzin | Mgmt | For | For | For | ||
3 | Elect Christopher M. Crane | Mgmt | For | For | For | ||
4 | Elect Yves C. de Balmann | Mgmt | For | For | For | ||
5 | Elect Nicholas DeBenedictis | Mgmt | For | For | For | ||
6 | Elect Linda P. Jojo | Mgmt | For | For | For | ||
7 | Elect Paul L. Joskow | Mgmt | For | For | For | ||
8 | Elect Robert J. Lawless | Mgmt | For | For | For | ||
9 | Elect Richard W. Mies | Mgmt | For | For | For | ||
10 | Elect John W. Rogers, Jr. | Mgmt | For | For | For | ||
11 | Elect Mayo A. Shattuck III | Mgmt | For | For | For | ||
12 | Elect Stephen D. Steinour | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
Facebook, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
FB | CUSIP 30303M102 | 05/31/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Marc L. Andreessen | Mgmt | For | For | For | ||
1.2 | Elect Erskine B. Bowles | Mgmt | For | For | For | ||
1.3 | Elect Kenneth I. Chenault | Mgmt | For | For | For | ||
1.4 | Elect Susan D. Desmond-Hellmann | Mgmt | For | For | For | ||
1.5 | Elect Reed Hastings | Mgmt | For | For | For | ||
1.6 | Elect Jan Koum | Mgmt | For | For | For | ||
1.7 | Elect Sheryl K. Sandberg | Mgmt | For | For | For | ||
1.8 | Elect Peter A. Thiel | Mgmt | For | For | For | ||
1.9 | Elect Mark Zuckerberg | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Shareholder Proposal Regarding Recapitalization | ShrHoldr | Against | For | Against | ||
4 | Shareholder Proposal Regarding Formation of a Risk Oversight Committee | ShrHoldr | Against | Against | For | ||
5 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | Against | For | Against | ||
6 | Shareholder Proposal Regarding a Report on the Efficacy of Enforcement of Content Policies | ShrHoldr | Against | Against | For | ||
7 | Shareholder Proposal Regarding Gender Pay Equity Report | ShrHoldr | Against | Against | For | ||
8 | Shareholder Proposal Regarding Tax Policy Principles | ShrHoldr | Against | Against | For | ||
Fifth Third Bancorp | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
FITB | CUSIP 316773100 | 04/17/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Nicholas K. Akins | Mgmt | For | For | For | ||
2 | Elect B. Evan Bayh III | Mgmt | For | For | For | ||
3 | Elect Jorge L. Benitez | Mgmt | For | For | For | ||
4 | Elect Katherine B. Blackburn | Mgmt | For | For | For | ||
5 | Elect Emerson L. Brumback | Mgmt | For | For | For | ||
6 | Elect Jerry W. Burris | Mgmt | For | For | For | ||
7 | Elect Greg D. Carmichael | Mgmt | For | For | For | ||
8 | Elect Gary R. Heminger | Mgmt | For | For | For | ||
9 | Elect Jewell D. Hoover | Mgmt | For | For | For | ||
10 | Elect Eileen A. Mallesch | Mgmt | For | For | For | ||
11 | Elect Michael B. McCallister | Mgmt | For | For | For | ||
12 | Elect Marsha C. Williams | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
General Dynamics Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
GD | CUSIP 369550108 | 05/02/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect James S. Crown | Mgmt | For | For | For | ||
2 | Elect Rudy F. deLeon | Mgmt | For | For | For | ||
3 | Elect Lester L. Lyles | Mgmt | For | For | For | ||
4 | Elect Mark M. Malcolm | Mgmt | For | For | For | ||
5 | Elect Phebe N. Novakovic | Mgmt | For | For | For | ||
6 | Elect C. Howard Nye | Mgmt | For | For | For | ||
7 | Elect William A. Osborn | Mgmt | For | For | For | ||
8 | Elect Catherine B. Reynolds | Mgmt | For | For | For | ||
9 | Elect Laura J. Schumacher | Mgmt | For | For | For | ||
10 | Elect Peter A. Wall | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
13 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | For | Against | ||
General Electric Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
GE | CUSIP 369604103 | 04/25/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
�� | Annual | United States | |||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Sebastien Bazin | Mgmt | For | For | For | ||
2 | Elect W. Geoffrey Beattie | Mgmt | For | For | For | ||
3 | Elect John J. Brennan | Mgmt | For | For | For | ||
4 | Elect H. Lawrence Culp | Mgmt | For | For | For | ||
5 | Elect Francisco D'Souza | Mgmt | For | For | For | ||
6 | Elect John L. Flannery, Jr. | Mgmt | For | For | For | ||
7 | Elect Edward P. Garden | Mgmt | For | For | For | ||
8 | Elect Thomas W. Horton | Mgmt | For | For | For | ||
9 | Elect Risa Lavizzo-Mourey | Mgmt | For | For | For | ||
10 | Elect James J. Mulva | Mgmt | For | For | For | ||
11 | Elect Leslie F. Seidman | Mgmt | For | For | For | ||
12 | Elect James S. Tisch | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Amendment to the International Employee Stock Purchase Plan | Mgmt | For | For | For | ||
15 | Ratification of Auditor | Mgmt | For | Against | Against | ||
16 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | For | Against | ||
17 | Shareholder Proposal Regarding Cumulative Voting | ShrHoldr | Against | For | Against | ||
18 | Shareholder Proposal Regarding Excluding Share Repurchases in Executive Compensation | ShrHoldr | Against | Against | For | ||
19 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
20 | Shareholder Proposal Regarding a Stock Buyback Report | ShrHoldr | Against | Against | For | ||
21 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | For | Against | ||
General Motors Co. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
GM | CUSIP 37045V100 | 06/12/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Mary T. Barra | Mgmt | For | For | For | ||
2 | Elect Linda R. Gooden | Mgmt | For | For | For | ||
3 | Elect Joseph Jimenez | Mgmt | For | For | For | ||
4 | Elect Jane L. Mendillo | Mgmt | For | For | For | ||
5 | Elect Michael G. Mullen | Mgmt | For | For | For | ||
6 | Elect James J. Mulva | Mgmt | For | For | For | ||
7 | Elect Patricia F. Russo | Mgmt | For | For | For | ||
8 | Elect Thomas M. Schoewe | Mgmt | For | For | For | ||
9 | Elect Theodore M. Solso | Mgmt | For | For | For | ||
10 | Elect Carol M. Stephenson | Mgmt | For | For | For | ||
11 | Elect Devin N. Wenig | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | For | Against | ||
15 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | Against | For | ||
16 | Shareholder Proposal Regarding Report on Company Fleet Greenhouse Gas Emissions | ShrHoldr | Against | Against | For | ||
Gilead Sciences, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
GILD | CUSIP 375558103 | 05/09/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect John F. Cogan | Mgmt | For | For | For | ||
2 | Elect Jacqueline K. Barton | Mgmt | For | For | For | ||
3 | Elect Kelly A. Kramer | Mgmt | For | For | For | ||
4 | Elect Kevin E. Lofton | Mgmt | For | For | For | ||
5 | Elect John C. Martin | Mgmt | For | For | For | ||
6 | Elect John F. Milligan | Mgmt | For | For | For | ||
7 | Elect Richard J. Whitley | Mgmt | For | For | For | ||
8 | Elect Gayle E. Wilson | Mgmt | For | For | For | ||
9 | Elect Per Wold-Olsen | Mgmt | For | For | For | ||
10 | Ratification of Auditor | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
12 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | Against | For | ||
13 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | For | Against | ||
Halliburton Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
HAL | CUSIP 406216101 | 05/16/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Abdulaziz F. Al Khayyal | Mgmt | For | For | For | ||
2 | Elect William E. Albrecht | Mgmt | For | For | For | ||
3 | Elect Alan M. Bennett | Mgmt | For | For | For | ||
4 | Elect James R. Boyd | Mgmt | For | For | For | ||
5 | Elect Milton Carroll | Mgmt | For | For | For | ||
6 | Elect Nance K. Dicciani | Mgmt | For | For | For | ||
7 | Elect Murry S. Gerber | Mgmt | For | For | For | ||
8 | Elect Jose Carlos Grubisich | Mgmt | For | For | For | ||
9 | Elect David J. Lesar | Mgmt | For | For | For | ||
10 | Elect Robert A. Malone | Mgmt | For | For | For | ||
11 | Elect Jeffrey A. Miller | Mgmt | For | For | For | ||
12 | Elect Debra L. Reed | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
Hasbro, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
HAS | CUSIP 418056107 | 05/17/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Kenneth A. Bronfin | Mgmt | For | For | For | ||
2 | Elect Michael R. Burns | Mgmt | For | For | For | ||
3 | Elect Hope Cochran | Mgmt | For | For | For | ||
4 | Elect Crispin H. Davis | Mgmt | For | For | For | ||
5 | Elect Lisa Gersh | Mgmt | For | For | For | ||
6 | Elect Brian D. Goldner | Mgmt | For | For | For | ||
7 | Elect Alan G. Hassenfeld | Mgmt | For | For | For | ||
8 | Elect Tracy A. Leinbach | Mgmt | For | For | For | ||
9 | Elect Edward M. Philip | Mgmt | For | For | For | ||
10 | Elect Richard S. Stoddart | Mgmt | For | For | For | ||
11 | Elect Mary Beth West | Mgmt | For | For | For | ||
12 | Elect Linda K. Zecher | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Shareholder Proposal Regarding Amendment to Clawback Policy | ShrHoldr | Against | Against | For | ||
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Helmerich & Payne, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
HP | CUSIP 423452101 | 03/06/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Kevin Cramton | Mgmt | For | For | For | ||
2 | Elect Randy A. Foutch | Mgmt | For | For | For | ||
3 | Elect Hans Helmerich | Mgmt | For | For | For | ||
4 | Elect John W. Lindsay | Mgmt | For | For | For | ||
5 | Elect Paula Marshall | Mgmt | For | For | For | ||
6 | Elect Jose R. Mas | Mgmt | For | For | For | ||
7 | Elect Thomas A. Petrie | Mgmt | For | For | For | ||
8 | Elect Donald F. Robillard, Jr. | Mgmt | For | For | For | ||
9 | Elect Edward B. Rust, Jr. | Mgmt | For | For | For | ||
10 | Elect John D. Zeglis | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
Honeywell International Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
HON | CUSIP 438516106 | 04/23/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Darius Adamczyk | Mgmt | For | For | For | ||
2 | Elect Duncan B. Angove | Mgmt | For | For | For | ||
3 | Elect William S. Ayer | Mgmt | For | For | For | ||
4 | Elect Kevin Burke | Mgmt | For | For | For | ||
5 | Elect Jaime Chico Pardo | Mgmt | For | For | For | ||
6 | Elect D. Scott Davis | Mgmt | For | For | For | ||
7 | Elect Linnet F. Deily | Mgmt | For | For | For | ||
8 | Elect Judd Gregg | Mgmt | For | For | For | ||
9 | Elect Clive Hollick | Mgmt | For | For | For | ||
10 | Elect Grace D. Lieblein | Mgmt | For | For | For | ||
11 | Elect George Paz | Mgmt | For | For | For | ||
12 | Elect Robin L. Washington | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Decrease in Threshold Required to Call a Special Meeting | Mgmt | For | For | For | ||
16 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | Against | For | ||
17 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
Hormel Foods Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
HRL | CUSIP 440452100 | 01/30/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Gary C. Bhojwani | Mgmt | For | For | For | ||
2 | Elect Terrell K. Crews | Mgmt | For | For | For | ||
3 | Elect Glenn S. Forbes | Mgmt | For | For | For | ||
4 | Elect Stephen M. Lacy | Mgmt | For | For | For | ||
5 | Elect Elsa A. Murano | Mgmt | For | For | For | ||
6 | Elect Robert C. Nakasone | Mgmt | For | For | For | ||
7 | Elect Susan K. Nestegard | Mgmt | For | For | For | ||
8 | Elect Dakota A. Pippins | Mgmt | For | For | For | ||
9 | Elect Christopher J. Policinski | Mgmt | For | For | For | ||
10 | Elect Sally J. Smith | Mgmt | For | For | For | ||
11 | Elect James P. Snee | Mgmt | For | For | For | ||
12 | Elect Steven A. White | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | 2018 Incentive Compensation Plan | Mgmt | For | For | For | ||
HP Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
HPQ | CUSIP 40434L105 | 04/24/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Aida M. Alvarez | Mgmt | For | For | For | ||
2 | Elect Shumeet Banerji | Mgmt | For | For | For | ||
3 | Elect Robert R. Bennett | Mgmt | For | For | For | ||
4 | Elect Charles V. Bergh | Mgmt | For | For | For | ||
5 | Elect Stacy Brown-Philpot | Mgmt | For | For | For | ||
6 | Elect Stephanie A. Burns | Mgmt | For | For | For | ||
7 | Elect Mary Anne Citrino | Mgmt | For | For | For | ||
8 | Elect Stacey J. Mobley | Mgmt | For | For | For | ||
9 | Elect Subra Suresh | Mgmt | For | For | For | ||
10 | Elect Dion J. Weisler | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | For | Against | ||
Humana Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
HUM | CUSIP 444859102 | 04/19/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Kurt J. Hilzinger | Mgmt | For | For | For | ||
2 | Elect Frank J. Bisignano | Mgmt | For | For | For | ||
3 | Elect Bruce D. Broussard | Mgmt | For | For | For | ||
4 | Elect Frank A. D'Amelio | Mgmt | For | For | For | ||
5 | Elect Karen B. DeSalvo | Mgmt | For | For | For | ||
6 | Elect W. Roy Dunbar | Mgmt | For | For | For | ||
7 | Elect David A. Jones Jr. | Mgmt | For | For | For | ||
8 | Elect William J. McDonald | Mgmt | For | For | For | ||
9 | Elect William E. Mitchell | Mgmt | For | For | For | ||
10 | Elect David B. Nash | Mgmt | For | For | For | ||
11 | Elect James J. O'Brien | Mgmt | For | For | For | ||
12 | Elect Marissa T. Peterson | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
Huntington Bancshares Incorporated | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
HBAN | CUSIP 446150104 | 04/19/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Lizabeth A. Ardisana | Mgmt | For | For | For | ||
1.2 | Elect Ann B. Crane | Mgmt | For | For | For | ||
1.3 | Elect Robert S. Cubbin | Mgmt | For | For | For | ||
1.4 | Elect Steven G. Elliott | Mgmt | For | For | For | ||
1.5 | Elect Gina D. France | Mgmt | For | For | For | ||
1.6 | Elect J. Michael Hochschwender | Mgmt | For | For | For | ||
1.7 | Elect John Chris Inglis | Mgmt | For | For | For | ||
1.8 | Elect Peter J. Kight | Mgmt | For | For | For | ||
1.9 | Elect Richard W. Neu | Mgmt | For | For | For | ||
1.10 | Elect David L. Porteous | Mgmt | For | For | For | ||
1.11 | Elect Kathleen H. Ransier | Mgmt | For | For | For | ||
1.12 | Elect Stephen D. Steinour | Mgmt | For | For | For | ||
2 | 2018 Long Term Incentive Plan | Mgmt | For | For | For | ||
3 | Supplemental Stock Purchase and Tax Savings Plan | Mgmt | For | For | For | ||
4 | Ratification of Auditor | Mgmt | For | For | For | ||
5 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
Idex Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
IEX | CUSIP 45167R104 | 04/25/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect William M. Cook | Mgmt | For | For | For | ||
1.2 | Elect Cynthia J. Warner | Mgmt | For | For | For | ||
1.3 | Elect Mark A. Buthman | Mgmt | For | For | For | ||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
3 | Ratification of Auditor | Mgmt | For | For | For | ||
Ingersoll-Rand Plc | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
IR | CUSIP G47791101 | 06/07/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Kirk E. Arnold | Mgmt | For | For | For | ||
2 | Elect Ann C. Berzin | Mgmt | For | For | For | ||
3 | Elect John Bruton | Mgmt | For | For | For | ||
4 | Elect Jared L. Cohon | Mgmt | For | For | For | ||
5 | Elect Gary D. Forsee | Mgmt | For | For | For | ||
6 | Elect Linda P. Hudson | Mgmt | For | For | For | ||
7 | Elect Michael W. Lamach | Mgmt | For | For | For | ||
8 | Elect Myles P. Lee | Mgmt | For | For | For | ||
9 | Elect Karen B. Peetz | Mgmt | For | For | For | ||
10 | Elect John P. Surma | Mgmt | For | For | For | ||
11 | Elect Richard J. Swift | Mgmt | For | For | For | ||
12 | Elect Tony L. White | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
15 | Approval of the 2018 Incentive Stock Plan | Mgmt | For | For | For | ||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||
17 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||
18 | Authority to Set Price Range for Reissue of Treasury Shares | Mgmt | For | For | For | ||
Intel Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
INTC | CUSIP 458140100 | 05/17/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Aneel Bhusri | Mgmt | For | For | For | ||
2 | Elect Andy D. Bryant | Mgmt | For | For | For | ||
3 | Elect Reed E. Hundt | Mgmt | For | For | For | ||
4 | Elect Omar Ishrak | Mgmt | For | For | For | ||
5 | Elect Brian M. Krzanich | Mgmt | For | For | For | ||
6 | Elect Risa Lavizzo-Mourey | Mgmt | For | For | For | ||
7 | Elect Tsu-Jae King Liu | Mgmt | For | For | For | ||
8 | Elect Gregory D. Smith | Mgmt | For | For | For | ||
9 | Elect Andrew Wilson | Mgmt | For | For | For | ||
10 | Elect Frank D. Yeary | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | Against | For | ||
14 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | Against | For | ||
15 | Shareholder Proposal Regarding Cost-Benefit Analysis of Political Contributions | ShrHoldr | Against | Against | For | ||
Intercontinental Exchange, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
ICE | CUSIP 45866F104 | 05/18/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Sharon Y. Bowen | Mgmt | For | For | For | ||
2 | Elect Ann M. Cairns | Mgmt | For | For | For | ||
3 | Elect Charles R. Crisp | Mgmt | For | For | For | ||
4 | Elect Duriya M. Farooqui | Mgmt | For | For | For | ||
5 | Elect Jean-Marc Forneri | Mgmt | For | For | For | ||
6 | Elect Lord Hague of Richmond | Mgmt | For | For | For | ||
7 | Elect Fred W. Hatfield | Mgmt | For | For | For | ||
8 | Elect Thomas E. Noonan | Mgmt | For | For | For | ||
9 | Elect Frederic V. Salerno | Mgmt | For | For | For | ||
10 | Elect Jeffrey C. Sprecher | Mgmt | For | For | For | ||
11 | Elect Judith A. Sprieser | Mgmt | For | For | For | ||
12 | Elect Vincent S. Tese | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Approval of 2018 Employee Stock Purchase Plan | Mgmt | For | For | For | ||
15 | Ratification of Auditor | Mgmt | For | For | For | ||
Intercontinental Hotels Group plc | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
IHG | CUSIP 45857P | 05/04/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Accounts and Reports | Mgmt | For | For | For | ||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | ||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||
4 | Elect Keith Barr | Mgmt | For | For | For | ||
5 | Elect Elie W Maalouf | Mgmt | For | For | For | ||
6 | Elect Anne M. Busquet | Mgmt | For | For | For | ||
7 | Elect Patrick Cescau | Mgmt | For | For | For | ||
8 | Elect Ian Dyson | Mgmt | For | For | For | ||
9 | Elect Paul Edgecliffe-Johnson | Mgmt | For | For | For | ||
10 | Elect Jo Harlow | Mgmt | For | For | For | ||
11 | Elect Luke Mayhew | Mgmt | For | For | For | ||
12 | Elect Jill McDonald | Mgmt | For | For | For | ||
13 | Elect Dale F. Morrison | Mgmt | For | For | For | ||
14 | Elect Malina Ngai | Mgmt | For | For | For | ||
15 | Appointment of Auditor | Mgmt | For | For | For | ||
16 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||
17 | Authorisation of Political Donations | Mgmt | For | For | For | ||
18 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | Against | Against | ||
19 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||
20 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investments) | Mgmt | For | For | For | ||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||
22 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||
23 | Amendments to Articles | Mgmt | For | For | For | ||
International Flavors & Fragrances Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
IFF | CUSIP 459506101 | 05/02/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Marcello V. Bottoli | Mgmt | For | For | For | ||
2 | Elect Linda B. Buck | Mgmt | For | For | For | ||
3 | Elect Michael L. Ducker | Mgmt | For | For | For | ||
4 | Elect David R. Epstein | Mgmt | For | For | For | ||
5 | Elect Roger W. Ferguson, Jr. | Mgmt | For | For | For | ||
6 | Elect John F. Ferraro | Mgmt | For | For | For | ||
7 | Elect Andreas Fibig | Mgmt | For | For | For | ||
8 | Elect Christina A. Gold | Mgmt | For | For | For | ||
9 | Elect Katherine M. Hudson | Mgmt | For | For | For | ||
10 | Elect Dale F. Morrison | Mgmt | For | For | For | ||
11 | Elect Stephen Williamson | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
Intuit Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
INTU | CUSIP 461202103 | 01/18/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Eve Burton | Mgmt | For | For | For | ||
2 | Elect Scott D. Cook | Mgmt | For | For | For | ||
3 | Elect Richard Dalzell | Mgmt | For | For | For | ||
4 | Elect Deborah Liu | Mgmt | For | For | For | ||
5 | Elect Suzanne Nora Johnson | Mgmt | For | For | For | ||
6 | Elect Dennis D. Powell | Mgmt | For | For | For | ||
7 | Elect Brad D. Smith | Mgmt | For | For | For | ||
8 | Elect Thomas J. Szkutak | Mgmt | For | For | For | ||
9 | Elect Raul Vazquez | Mgmt | For | For | For | ||
10 | Elect Jeff Weiner | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
13 | Approval of Material Terms of Performance Goals Under Senior Executive Incentive Plan | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
Invesco Ltd. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
IVZ | CUSIP G491BT108 | 05/10/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Sarah E. Beshar | Mgmt | For | For | For | ||
2 | Elect Joseph R. Canion | Mgmt | For | For | For | ||
3 | Elect Martin L. Flanagan | Mgmt | For | For | For | ||
4 | Elect C. Robert Henrikson | Mgmt | For | For | For | ||
5 | Elect Ben F. Johnson III | Mgmt | For | For | For | ||
6 | Elect Denis Kessler | Mgmt | For | For | For | ||
7 | Elect Sir Nigel Sheinwald | Mgmt | For | For | For | ||
8 | Elect G. Richard Wagoner Jr. | Mgmt | For | For | For | ||
9 | Elect Phoebe A. Wood | Mgmt | For | For | For | ||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Shareholder Proposal Regarding Simple Majority Vote | ShrHoldr | For | For | For | ||
Jack Henry & Associates, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
JKHY | CUSIP 426281101 | 11/09/2017 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Matthew C. Flanigan | Mgmt | For | For | For | ||
1.2 | Elect John F. Prim | Mgmt | For | For | For | ||
1.3 | Elect Thomas H. Wilson, Jr. | Mgmt | For | For | For | ||
1.4 | Elect Jacque R. Fiegel | Mgmt | For | For | For | ||
1.5 | Elect Thomas A. Wimsett | Mgmt | For | For | For | ||
1.6 | Elect Laura G. Kelly | Mgmt | For | For | For | ||
1.7 | Elect Shruti S. Miyashiro | Mgmt | For | For | For | ||
1.8 | Elect Wesley A. Brown | Mgmt | For | For | For | ||
1.9 | Elect David B. Foss | Mgmt | For | For | For | ||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
4 | Approval of the 2017 Annual Incentive Plan | Mgmt | For | For | For | ||
5 | Ratification of Auditor | Mgmt | For | For | For | ||
Johnson & Johnson | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
JNJ | CUSIP 478160104 | 04/26/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Mary C. Beckerle | Mgmt | For | For | For | ||
2 | Elect D. Scott Davis | Mgmt | For | For | For | ||
3 | Elect Ian E.L. Davis | Mgmt | For | For | For | ||
4 | Elect Jennifer A. Doudna | Mgmt | For | For | For | ||
5 | Elect Alex Gorsky | Mgmt | For | For | For | ||
6 | Elect Mark B. McClellan | Mgmt | For | For | For | ||
7 | Elect Anne M. Mulcahy | Mgmt | For | For | For | ||
8 | Elect William D. Perez | Mgmt | For | For | For | ||
9 | Elect Charles Prince | Mgmt | For | For | For | ||
10 | Elect A. Eugene Washington | Mgmt | For | For | For | ||
11 | Elect Ronald A. Williams | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Shareholder Proposal Regarding Excluding Compliance Costs for the Purposes of Executive Compensation | ShrHoldr | Against | Against | For | ||
15 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||
Johnson Controls International plc | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
JCI | CUSIP G51502 | 03/07/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Michael E. Daniels | Mgmt | For | For | For | ||
2 | Elect W. Roy Dunbar | Mgmt | For | For | For | ||
3 | Elect Brian Duperreault | Mgmt | For | For | For | ||
4 | Elect Gretchen R. Haggerty | Mgmt | For | For | For | ||
5 | Elect Simone Menne | Mgmt | For | For | For | ||
6 | Elect George R. Oliver | Mgmt | For | For | For | ||
7 | Elect Juan Pablo del Valle Perochena | Mgmt | For | For | For | ||
8 | Elect Carl Jurgen Tinggren | Mgmt | For | For | For | ||
9 | Elect Mark P. Vergnano | Mgmt | For | For | For | ||
10 | Elect R. David Yost | Mgmt | For | For | For | ||
11 | Elect John D. Young | Mgmt | For | For | For | ||
12 | Ratification of PricewaterhouseCoopers | Mgmt | For | For | For | ||
13 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||
14 | Authority to Repurchase Shares | Mgmt | For | For | For | ||
15 | Authority to Set Price Range for Re-Issuance of Treasury Shares | Mgmt | For | For | For | ||
16 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
17 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||
18 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||
19 | Reduction of Authorized Capital | Mgmt | For | For | For | ||
20 | Amendment Regarding Capital Reduction | Mgmt | For | For | For | ||
JPMorgan Chase & Co. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
JPM | CUSIP 46625H100 | 05/15/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Linda B. Bammann | Mgmt | For | For | For | ||
2 | Elect James A. Bell | Mgmt | For | For | For | ||
3 | Elect Stephen B. Burke | Mgmt | For | For | For | ||
4 | Elect Todd A. Combs | Mgmt | For | For | For | ||
5 | Elect James S. Crown | Mgmt | For | For | For | ||
6 | Elect James Dimon | Mgmt | For | For | For | ||
7 | Elect Timothy P. Flynn | Mgmt | For | For | For | ||
8 | Elect Mellody Hobson | Mgmt | For | For | For | ||
9 | Elect Laban P. Jackson, Jr. | Mgmt | For | For | For | ||
10 | Elect Michael A. Neal | Mgmt | For | For | For | ||
11 | Elect Lee R. Raymond | Mgmt | For | For | For | ||
12 | Elect William C. Weldon | Mgmt | For | For | For | ||
13 | Ratification of Ownership Threshold for Shareholders to Call a Special Meeting | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | Amendment to the Long-Term Incentive Plan | Mgmt | For | For | For | ||
16 | Ratification of Auditor | Mgmt | For | For | For | ||
17 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | Against | For | ||
18 | Shareholder Proposal Regarding Government Service Vesting | ShrHoldr | Against | Against | For | ||
19 | Shareholder Proposal Regarding Genocide-Free Investing | ShrHoldr | Against | Against | For | ||
20 | Shareholder Proposal Regarding Cumulative Voting | ShrHoldr | Against | For | Against | ||
Lockheed Martin Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
LMT | CUSIP 539830109 | 04/26/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Board of Directors | Mgmt | For | For | For | ||
2 | Elect Daniel F. Akerson | Mgmt | For | For | For | ||
3 | Elect Nolan D. Archibald | Mgmt | For | For | For | ||
4 | Elect David B. Burritt | Mgmt | For | For | For | ||
5 | Elect Bruce A. Carlson | Mgmt | For | For | For | ||
6 | Elect James O. Ellis, Jr. | Mgmt | For | For | For | ||
7 | Elect Thomas J. Falk | Mgmt | For | For | For | ||
8 | Elect Ilene S. Gordon | Mgmt | For | For | For | ||
9 | Elect Marillyn A. Hewson | Mgmt | For | For | For | ||
10 | Elect Joseph W. Ralston | Mgmt | For | For | For | ||
11 | Elect James D. Taiclet, Jr. | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
13 | Amendment to the Directors Equity Plan | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | Against | For | ||
LyondellBasell Industries N.V. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
LYB | CUSIP N53745100 | 06/01/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Amendment to Articles (Change in Governance Structure) | Mgmt | For | For | For | ||
2 | Elect Bhavesh V. Patel | Mgmt | For | For | For | ||
3 | Elect Robert G. Gwin | Mgmt | For | For | For | ||
4 | Elect Jacques Aigrain | Mgmt | For | For | For | ||
5 | Elect Lincoln Benet | Mgmt | For | For | For | ||
6 | Elect Jagjeet S. Bindra | Mgmt | For | For | For | ||
7 | Elect Robin Buchanan | Mgmt | For | For | For | ||
8 | Elect Stephen F. Cooper | Mgmt | For | For | For | ||
9 | Elect Nance K. Dicciani | Mgmt | For | For | For | ||
10 | Elect Claire S. Farley | Mgmt | For | For | For | ||
11 | Elect Isabella D. Goren | Mgmt | For | For | For | ||
12 | Elect Bruce A. Smith | Mgmt | For | For | For | ||
13 | Elect Rudolf ("Rudy") M.J. van der Meer | Mgmt | For | For | For | ||
14 | Elect Bhavesh V. Patel | Mgmt | For | For | For | ||
15 | Elect Thomas Aebischer | Mgmt | For | For | For | ||
16 | Elect Daniel Coombs | Mgmt | For | For | For | ||
17 | Elect Jeffrey A. Kaplan | Mgmt | For | For | For | ||
18 | Elect James D. Guilfoyle | Mgmt | For | For | For | ||
19 | Adoption of Dutch Statutory Annual Accounts for 2017 | Mgmt | For | For | For | ||
20 | Discharge from Liability of Members of the Management | Mgmt | For | For | For | ||
21 | Discharge from Liability from Members of the Supervisory Board | Mgmt | For | For | For | ||
22 | Appointment of PriceWaterhouseCoopers Accountants N.V. as the Auditor for the Dutch Annual Accounts | Mgmt | For | For | For | ||
23 | Ratification of Auditor | Mgmt | For | For | For | ||
24 | Allocation of Dividends | Mgmt | For | For | For | ||
25 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
26 | Authority to Repurchase Shares | Mgmt | For | For | For | ||
27 | Authority to Cancel Shares | Mgmt | For | For | For | ||
28 | Amendment to the Global Employee Stock Purchase Plan | Mgmt | For | For | For | ||
M&T Bank Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
MTB | CUSIP 55261F104 | 04/17/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Brent D. Baird | Mgmt | For | For | For | ||
1.2 | Elect C. Angela Bontempo | Mgmt | For | For | For | ||
1.3 | Elect Robert T. Brady | Mgmt | For | For | For | ||
1.4 | Elect T. Jefferson Cunningham, III | Mgmt | For | For | For | ||
1.5 | Elect Gary N. Geisel | Mgmt | For | For | For | ||
1.6 | Elect Richard S. Gold | Mgmt | For | For | For | ||
1.7 | Elect Richard A. Grossi | Mgmt | For | For | For | ||
1.8 | Elect John D. Hawke Jr. | Mgmt | For | For | For | ||
1.9 | Elect Rene F. Jones | Mgmt | For | For | For | ||
1.10 | Elect Richard Ledgett | Mgmt | For | For | For | ||
1.11 | Elect Newton P.S. Merrill | Mgmt | For | For | For | ||
1.12 | Elect Melinda R. Rich | Mgmt | For | For | For | ||
1.13 | Elect Robert E. Sadler, Jr. | Mgmt | For | For | For | ||
1.14 | Elect Denis J. Salamone | Mgmt | For | For | For | ||
1.15 | Elect John R. Scannell | Mgmt | For | For | For | ||
1.16 | Elect David S. Scharfstein | Mgmt | For | For | For | ||
1.17 | Elect Herbert L. Washington | Mgmt | For | For | For | ||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
3 | Ratification of Auditor | Mgmt | For | For | For | ||
Marsh & McLennan Companies, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
MMC | CUSIP 571748102 | 05/17/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Anthony K. Anderson | Mgmt | For | For | For | ||
2 | Elect Oscar Fanjul Martin | Mgmt | For | For | For | ||
3 | Elect Daniel S. Glaser | Mgmt | For | For | For | ||
4 | Elect H. Edward Hanway | Mgmt | For | For | For | ||
5 | Elect Deborah C. Hopkins | Mgmt | For | For | For | ||
6 | Elect Elaine La Roche | Mgmt | For | For | For | ||
7 | Elect Steven A. Mills | Mgmt | For | For | For | ||
8 | Elect Bruce P. Nolop | Mgmt | For | For | For | ||
9 | Elect Marc D. Oken | Mgmt | For | For | For | ||
10 | Elect Morton O. Schapiro | Mgmt | For | For | For | ||
11 | Elect Lloyd M. Yates | Mgmt | For | For | For | ||
12 | Elect R. David Yost | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Amendment to the 1999 Employee Stock Purchase Plan and Irish Savings Related Share Option Scheme | Mgmt | For | For | For | ||
Mastercard Incorporated | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
MA | CUSIP 57636Q104 | 06/26/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Richard Haythornthwaite | Mgmt | For | For | For | ||
2 | Elect Ajay Banga | Mgmt | For | For | For | ||
3 | Elect Silvio Barzi | Mgmt | For | For | For | ||
4 | Elect David R. Carlucci | Mgmt | For | For | For | ||
5 | Elect Richard K. Davis | Mgmt | For | For | For | ||
6 | Elect Steven J. Freiberg | Mgmt | For | For | For | ||
7 | Elect Julius Genachowski | Mgmt | For | For | For | ||
8 | Elect Goh Choon Phong | Mgmt | For | For | For | ||
9 | Elect Merit E. Janow | Mgmt | For | For | For | ||
10 | Elect Nancy J. Karch | Mgmt | For | For | For | ||
11 | Elect Oki Matsumoto | Mgmt | For | For | For | ||
12 | Elect Rima Qureshi | Mgmt | For | For | For | ||
13 | Elect Jose Octavio Reyes Lagunes | Mgmt | For | For | For | ||
14 | Elect Jackson P. Tai | Mgmt | For | For | For | ||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
16 | Ratification of Auditor | Mgmt | For | For | For | ||
McDonald's Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
MCD | CUSIP 580135101 | 05/24/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Lloyd H. Dean | Mgmt | For | For | For | ||
2 | Elect Stephen J. Easterbrook | Mgmt | For | For | For | ||
3 | Elect Robert A. Eckert | Mgmt | For | For | For | ||
4 | Elect Margaret H. Georgiadis | Mgmt | For | For | For | ||
5 | Elect Enrique Hernandez, Jr. | Mgmt | For | For | For | ||
6 | Elect Jeanne P. Jackson | Mgmt | For | For | For | ||
7 | Elect Richard H. Lenny | Mgmt | For | For | For | ||
8 | Elect John Mulligan | Mgmt | For | For | For | ||
9 | Elect Sheila A. Penrose | Mgmt | For | For | For | ||
10 | Elect John W. Rogers, Jr. | Mgmt | For | For | For | ||
11 | Elect Miles D. White | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Shareholder Proposal Regarding Right to Act By Written Consent | ShrHoldr | Against | Against | For | ||
15 | Shareholder Proposal Regarding Report on Plastic Straws | ShrHoldr | Against | Against | For | ||
16 | Shareholder Proposal Regarding Charitable Contributions Report | ShrHoldr | Against | Against | For | ||
Medtronic Plc | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
MDT | CUSIP G5960L103 | 12/08/2017 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Richard H. Anderson | Mgmt | For | For | For | ||
2 | Elect Craig Arnold | Mgmt | For | For | For | ||
3 | Elect Scott C. Donnelly | Mgmt | For | For | For | ||
4 | Elect Randall J. Hogan III | Mgmt | For | For | For | ||
5 | Elect Omar Ishrak | Mgmt | For | For | For | ||
6 | Elect Shirley Ann Jackson | Mgmt | For | For | For | ||
7 | Elect Michael O. Leavitt | Mgmt | For | For | For | ||
8 | Elect James T. Lenehan | Mgmt | For | For | For | ||
9 | Elect Elizabeth G. Nabel | Mgmt | For | For | For | ||
10 | Elect Denise M. O'Leary | Mgmt | For | For | For | ||
11 | Elect Kendall J. Powell | Mgmt | For | For | For | ||
12 | Elect Robert C. Pozen | Mgmt | For | For | For | ||
13 | Appointment of Auditor and Authority to Set Fees | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
15 | Amendment to the 2013 Stock Award and Incentive Plan | Mgmt | For | For | For | ||
Merck & Co., Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
MRK | CUSIP 58933Y105 | 05/22/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Leslie A. Brun | Mgmt | For | For | For | ||
2 | Elect Thomas R. Cech | Mgmt | For | For | For | ||
3 | Elect Pamela J. Craig | Mgmt | For | For | For | ||
4 | Elect Kenneth C. Frazier | Mgmt | For | For | For | ||
5 | Elect Thomas H. Glocer | Mgmt | For | For | For | ||
6 | Elect Rochelle B. Lazarus | Mgmt | For | For | For | ||
7 | Elect John H. Noseworthy | Mgmt | For | For | For | ||
8 | Elect Paul B. Rothman | Mgmt | For | For | For | ||
9 | Elect Patricia F. Russo | Mgmt | For | For | For | ||
10 | Elect Craig B. Thompson | Mgmt | For | For | For | ||
11 | Elect Inge G. Thulin | Mgmt | For | For | For | ||
12 | Elect Wendell P. Weeks | Mgmt | For | For | For | ||
13 | Elect Peter C. Wendell | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | Ratification of Auditor | Mgmt | For | For | For | ||
16 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | Against | For | ||
Microsoft Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
MSFT | CUSIP 594918104 | 11/29/2017 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect William H. Gates III | Mgmt | For | For | For | ||
2 | Elect Reid G. Hoffman | Mgmt | For | For | For | ||
3 | Elect Hugh F. Johnston | Mgmt | For | For | For | ||
4 | Elect Teri L. List-Stoll | Mgmt | For | For | For | ||
5 | Elect Satya Nadella | Mgmt | For | For | For | ||
6 | Elect Charles H. Noski | Mgmt | For | For | For | ||
7 | Elect Helmut G. W. Panke | Mgmt | For | For | For | ||
8 | Elect Sandra E. Peterson | Mgmt | For | For | For | ||
9 | Elect Penny S. Pritzker | Mgmt | For | For | For | ||
10 | Elect Charles W. Scharf | Mgmt | For | For | For | ||
11 | Elect Arne M. Sorenson | Mgmt | For | For | For | ||
12 | Elect John W. Stanton | Mgmt | For | For | For | ||
13 | Elect John W. Thompson | Mgmt | For | For | For | ||
14 | Elect Padmasree Warrior | Mgmt | For | For | For | ||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
17 | Ratification of Auditor | Mgmt | For | For | For | ||
18 | Approval of Material Terms of Performance Goals Under Executive Incentive Plan | Mgmt | For | For | For | ||
19 | Approval of the 2017 Stock Plan | Mgmt | For | For | For | ||
Mondelez International Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
MDLZ | CUSIP 609207105 | 05/16/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Lewis W.K. Booth | Mgmt | For | For | For | ||
2 | Elect Charles E. Bunch | Mgmt | For | For | For | ||
3 | Elect Debra A. Crew | Mgmt | For | For | For | ||
4 | Elect Lois D. Juliber | Mgmt | For | For | For | ||
5 | Elect Mark D. Ketchum | Mgmt | For | For | For | ||
6 | Elect Peter W. May | Mgmt | For | For | For | ||
7 | Elect Jorge S. Mesquita | Mgmt | For | For | For | ||
8 | Elect Joseph Neubauer | Mgmt | For | For | For | ||
9 | Elect Fredric G. Reynolds | Mgmt | For | For | For | ||
10 | Elect Christiana Shi | Mgmt | For | For | For | ||
11 | Elect Patrick T. Siewert | Mgmt | For | For | For | ||
12 | Elect Jean-Francois M. L. van Boxmeer | Mgmt | For | For | For | ||
13 | Elect Dirk Van de Put | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | Ratification of Auditor | Mgmt | For | For | For | ||
16 | Shareholder Proposal Regarding Reporting on the Use of Non-recyclable Packaging | ShrHoldr | Against | Against | For | ||
17 | Shareholder Proposal Regarding Plant Closings | ShrHoldr | Against | Against | For | ||
Monsanto Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
MON | CUSIP 61166W101 | 01/31/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Dwight M. Barns | Mgmt | For | For | For | ||
2 | Elect Gregory H. Boyce | Mgmt | For | For | For | ||
3 | Elect David L. Chicoine | Mgmt | For | For | For | ||
4 | Elect Janice L. Fields | Mgmt | For | For | For | ||
5 | Elect Hugh Grant | Mgmt | For | For | For | ||
6 | Elect Laura K. Ipsen | Mgmt | For | For | For | ||
7 | Elect Marcos Marinho Lutz | Mgmt | For | For | For | ||
8 | Elect C. Steven McMillan | Mgmt | For | For | For | ||
9 | Elect Jon R. Moeller | Mgmt | For | For | For | ||
10 | Elect George H. Poste | Mgmt | For | For | For | ||
11 | Elect Robert J. Stevens | Mgmt | For | For | For | ||
12 | Elect Patricia Verduin | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | Shareholder Proposal Regarding Formation of Human Rights Committee | ShrHoldr | Against | Against | For | ||
Moody's Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
MCO | CUSIP 615369105 | 04/24/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Basil L. Anderson | Mgmt | For | For | For | ||
2 | Elect Jorge A. Bermudez | Mgmt | For | For | For | ||
3 | Elect Vincent A. Forlenza | Mgmt | For | For | For | ||
4 | Elect Kathryn M. Hill | Mgmt | For | For | For | ||
5 | Elect Raymond W. McDaniel, Jr. | Mgmt | For | For | For | ||
6 | Elect Henry A. McKinnell, Jr. | Mgmt | For | For | For | ||
7 | Elect Leslie F. Seidman | Mgmt | For | For | For | ||
8 | Elect Bruce Van Saun | Mgmt | For | For | For | ||
9 | Elect Gerrit Zalm | Mgmt | For | For | For | ||
10 | Ratification of Auditor | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
12 | Shareholder Proposal Regarding Amendment to Clawback Policy | ShrHoldr | Against | Against | For | ||
NASDAQ, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
NDAQ | CUSIP 631103108 | 04/24/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Melissa M. Arnoldi | Mgmt | For | For | For | ||
2 | Elect Charlene T. Begley | Mgmt | For | For | For | ||
3 | Elect Steven D. Black | Mgmt | For | For | For | ||
4 | Elect Adena T. Friedman | Mgmt | For | For | For | ||
5 | Elect Essa Kazim | Mgmt | For | For | For | ||
6 | Elect Thomas A. Kloet | Mgmt | For | For | For | ||
7 | Elect John D. Rainey | Mgmt | For | For | For | ||
8 | Elect Michael R. Splinter | Mgmt | For | For | For | ||
9 | Elect Jacob Wallenberg | Mgmt | For | For | For | ||
10 | Elect Lars Wedenborn | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
12 | Amendment to the Equity Incentive Plan | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | For | Against | ||
National Grid Plc | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
NGG | CUSIP 636274409 | 07/31/2017 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Accounts and Reports | Mgmt | For | For | For | ||
2 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||
3 | Elect Sir Peter Gershon | Mgmt | For | For | For | ||
4 | Elect John Pettigrew | Mgmt | For | For | For | ||
5 | Elect Andrew Bonfield | Mgmt | For | For | For | ||
6 | Elect Dean Seavers | Mgmt | For | For | For | ||
7 | Elect Nicola Shaw | Mgmt | For | For | For | ||
8 | Elect Nora Brownell | Mgmt | For | For | For | ||
9 | Elect Jonathan Dawson | Mgmt | For | For | For | ||
10 | Elect Pierre Dufour | Mgmt | For | For | For | ||
11 | Elect Therese Esperdy | Mgmt | For | For | For | ||
12 | Elect Paul Golby | Mgmt | For | For | For | ||
13 | Elect Mark Williamson | Mgmt | For | For | For | ||
14 | Appointment of Auditor | Mgmt | For | For | For | ||
15 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||
16 | Remuneration Policy (Binding) | Mgmt | For | For | For | ||
17 | Remuneration Report (Advisory) | Mgmt | For | For | For | ||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||
21 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | Against | Against | ||
22 | Authority to Repurchase Shares | Mgmt | For | For | For | ||
23 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||
Nestle S.A. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
NESN | CUSIP 641069406 | 04/12/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Accounts and Reports | Mgmt | For | For | For | ||
2 | Compensation Report | Mgmt | For | For | For | ||
3 | Ratification of Board and Management Acts | Mgmt | For | For | For | ||
4 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||
5 | Elect Paul Bulcke as Board Chair | Mgmt | For | For | For | ||
6 | Elect Ulf Mark Schneider | Mgmt | For | For | For | ||
7 | Elect Henri de Castries | Mgmt | For | For | For | ||
8 | Elect Beat Hess | Mgmt | For | For | For | ||
9 | Elect Renato Fassbind | Mgmt | For | For | For | ||
10 | Elect Jean-Pierre Roth | Mgmt | For | For | For | ||
11 | Elect Ann Veneman | Mgmt | For | For | For | ||
12 | Elect Eva Cheng | Mgmt | For | For | For | ||
13 | Elect Ruth Khasaya Oniang'o | Mgmt | For | For | For | ||
14 | Elect Patrick Aebischer | Mgmt | For | For | For | ||
15 | Elect Ursula M. Burns | Mgmt | For | For | For | ||
16 | Elect Kasper Rorsted | Mgmt | For | For | For | ||
17 | Elect Pablo Isla | Mgmt | For | For | For | ||
18 | Elect Kimberly Ross | Mgmt | For | For | For | ||
19 | Elect Beat Hess as Compensation Committee Member | Mgmt | For | For | For | ||
20 | Elect Jean-Pierre Roth as Compensation Committee Member | Mgmt | For | For | For | ||
21 | Elect Patrick Aebischer as Compensation Committee Member | Mgmt | For | For | For | ||
22 | Elect Ursula M. Burns as Compensation Committee Member | Mgmt | For | For | For | ||
23 | Appointment of Auditor | Mgmt | For | For | For | ||
24 | Appointment of Independent Proxy | Mgmt | For | For | For | ||
25 | Board Compensation | Mgmt | For | For | For | ||
26 | Executive Compensation | Mgmt | For | For | For | ||
27 | Cancellation of Shares and Reduction in Share Capital | Mgmt | For | For | For | ||
28 | Additional or Amended Shareholder Proposals | ShrHoldr | Against | Abstain | N/A | ||
Newell Brands Inc. | |||||||
�� | Ticker | Security ID: | Meeting Date | Meeting Status | |||
NWL | CUSIP 651229106 | 05/15/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Bridget M. Ryan-Berman | Mgmt | For | For | For | ||
1.2 | Elect Patrick D. Campbell | Mgmt | For | For | For | ||
1.3 | Elect James R. Craigie | Mgmt | For | For | For | ||
1.4 | Elect Debra A. Crew | Mgmt | For | For | For | ||
1.5 | Elect Brett M. Icahn | Mgmt | For | For | For | ||
1.6 | Elect Gerardo I. Lopez | Mgmt | For | For | For | ||
1.7 | Elect Courtney Mather | Mgmt | For | For | For | ||
1.8 | Elect Michael B. Polk | Mgmt | For | For | For | ||
1.9 | Elect Judith A. Sprieser | Mgmt | For | For | For | ||
1.10 | Elect Robert A. Steele | Mgmt | For | For | For | ||
1.11 | Elect Steven J. Strobel | Mgmt | For | For | For | ||
1.12 | Elect Michael A. Todman | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
4 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | N/A | Against | N/A | ||
Nike, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
NKE | CUSIP 654106103 | 09/21/2017 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Alan B. Graf, Jr. | Mgmt | For | For | For | ||
1.2 | Elect John C. Lechleiter | Mgmt | For | For | For | ||
1.3 | Elect Michelle Peluso | Mgmt | For | For | For | ||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
3 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
4 | Amendment to the Long-Term Incentive Plan | Mgmt | For | For | For | ||
5 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For | ||
6 | Ratification of Auditor | Mgmt | For | For | For | ||
Noble Energy, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
NBL | CUSIP 655044105 | 04/24/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Jeffrey L. Berenson | Mgmt | For | For | For | ||
2 | Elect Michael A. Cawley | Mgmt | For | For | For | ||
3 | Elect Edward F. Cox | Mgmt | For | For | For | ||
4 | Elect James E. Craddock | Mgmt | For | For | For | ||
5 | Elect Thomas J. Edelman | Mgmt | For | For | For | ||
6 | Elect Holli C. Ladhani | Mgmt | For | For | For | ||
7 | Elect David L. Stover | Mgmt | For | For | For | ||
8 | Elect Scott D. Urban | Mgmt | For | For | For | ||
9 | Elect William T. Van Kleef | Mgmt | For | For | For | ||
10 | Ratification of Auditor | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
12 | Shareholder Proposal Regarding Climate Change Policy Risk Report | ShrHoldr | Against | Against | For | ||
Norfolk Southern Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
NSC | CUSIP 655844108 | 05/10/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Thomas D. Bell Jr. | Mgmt | For | For | For | ||
2 | Elect Wesley G. Bush | Mgmt | For | For | For | ||
3 | Elect Daniel A. Carp | Mgmt | For | For | For | ||
4 | Elect Mitchell E. Daniels, Jr. | Mgmt | For | For | For | ||
5 | Elect Marcela E. Donadio | Mgmt | For | For | For | ||
6 | Elect Steven F. Leer | Mgmt | For | For | For | ||
7 | Elect Michael D. Lockhart | Mgmt | For | For | For | ||
8 | Elect Amy E. Miles | Mgmt | For | For | For | ||
9 | Elect Martin H. Nesbitt | Mgmt | For | For | For | ||
10 | Elect Jennifer F. Scanlon | Mgmt | For | For | For | ||
11 | Elect James A. Squires | Mgmt | For | For | For | ||
12 | Elect John R. Thompson | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | Shareholder Proposal Regarding Right to Act By Written Consent | ShrHoldr | Against | For | Against | ||
Northrop Grumman Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
NOC | CUSIP 666807102 | 05/16/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Wesley G. Bush | Mgmt | For | For | For | ||
2 | Elect Marianne C. Brown | Mgmt | For | For | For | ||
3 | Elect Donald E. Felsinger | Mgmt | For | For | For | ||
4 | Elect Ann M. Fudge | Mgmt | For | For | For | ||
5 | Elect Bruce S. Gordon | Mgmt | For | For | For | ||
6 | Elect William H. Hernandez | Mgmt | For | For | For | ||
7 | Elect Madeleine A. Kleiner | Mgmt | For | For | For | ||
8 | Elect Karl J. Krapek | Mgmt | For | For | For | ||
9 | Elect Gary Roughead | Mgmt | For | For | For | ||
10 | Elect Thomas M. Schoewe | Mgmt | For | For | For | ||
11 | Elect James S. Turley | Mgmt | For | For | For | ||
12 | Elect Mark A. Welsh III | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||
Nucor Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
NUE | CUSIP 670346105 | 05/10/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Lloyd J Austin III | Mgmt | For | For | For | ||
1.2 | Elect Patrick J. Dempsey | Mgmt | For | For | For | ||
1.3 | Elect John J. Ferriola | Mgmt | For | For | For | ||
1.4 | Elect Victoria F. Haynes | Mgmt | For | For | For | ||
1.5 | Elect Christopher J. Kearney | Mgmt | For | For | For | ||
1.6 | Elect Laurette T. Koellner | Mgmt | For | For | For | ||
1.7 | Elect John H. Walker | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
4 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
PACCAR Inc | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
PCAR | CUSIP 693718108 | 05/01/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Beth E. Ford | Mgmt | For | For | For | ||
2 | Elect Kirk S. Hachigian | Mgmt | For | For | For | ||
3 | Elect Roderick C. McGeary | Mgmt | For | For | For | ||
4 | Elect Mark A. Schulz | Mgmt | For | For | For | ||
5 | Elect Mark C. Pigott | Mgmt | For | For | For | ||
6 | Elect Charles R. Williamson | Mgmt | For | For | For | ||
7 | Elect Ronald E. Armstrong | Mgmt | For | For | For | ||
8 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||
9 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||
Parker-Hannifin Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
PH | CUSIP 701094104 | 10/25/2017 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Lee C. Banks | Mgmt | For | For | For | ||
2 | Elect Robert G. Bohn | Mgmt | For | For | For | ||
3 | Elect Linda S. Harty | Mgmt | For | For | For | ||
4 | Elect Robert J. Kohlhepp | Mgmt | For | For | For | ||
5 | Elect Kevin A. Lobo | Mgmt | For | For | For | ||
6 | Elect Klaus-Peter Muller | Mgmt | For | For | For | ||
7 | Elect Candy M. Obourn | Mgmt | For | For | For | ||
8 | Elect Joseph Scaminace | Mgmt | For | For | For | ||
9 | Elect Wolfgang R. Schmitt | Mgmt | For | For | For | ||
10 | Elect Ake Svensson | Mgmt | For | For | For | ||
11 | Elect James R. Verrier | Mgmt | For | For | For | ||
12 | Elect James L. Wainscott | Mgmt | For | For | For | ||
13 | Elect Thomas L. Williams | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
16 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
Pfizer Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
PFE | CUSIP 717081103 | 04/26/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Dennis A. Ausiello | Mgmt | For | For | For | ||
2 | Elect Ronald E. Blaylock | Mgmt | For | For | For | ||
3 | Elect Albert Bourla | Mgmt | For | For | For | ||
4 | Elect W. Don Cornwell | Mgmt | For | For | For | ||
5 | Elect Joseph J. Echevarria | Mgmt | For | For | For | ||
6 | Elect Helen H. Hobbs | Mgmt | For | For | For | ||
7 | Elect James M. Kilts | Mgmt | For | For | For | ||
8 | Elect Dan R. Littman | Mgmt | For | For | For | ||
9 | Elect Shantanu Narayen | Mgmt | For | For | For | ||
10 | Elect Suzanne Nora Johnson | Mgmt | For | For | For | ||
11 | Elect Ian C. Read | Mgmt | For | For | For | ||
12 | Elect James C. Smith | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
15 | Approval of the French Sub-Plan under the 2014 Stock Plan | Mgmt | For | For | For | ||
16 | Shareholder Proposal Regarding Right to Act by Written Consent | ShrHoldr | Against | For | Against | ||
17 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | For | Against | ||
18 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
PG&E Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
PCG | CUSIP 69331C108 | 05/22/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Lewis Chew | Mgmt | For | For | For | ||
2 | Elect Fred J. Fowler | Mgmt | For | For | For | ||
3 | Elect Richard C. Kelly | Mgmt | For | For | For | ||
4 | Elect Roger H. Kimmel | Mgmt | For | For | For | ||
5 | Elect Richard A. Meserve | Mgmt | For | For | For | ||
6 | Elect Forrest E. Miller | Mgmt | For | For | For | ||
7 | Elect Eric D. Mullins | Mgmt | For | For | For | ||
8 | Elect Rosendo G. Parra | Mgmt | For | For | For | ||
9 | Elect Barbara L. Rambo | Mgmt | For | For | For | ||
10 | Elect Anne Shen Smith | Mgmt | For | For | For | ||
11 | Elect Geisha J. Williams | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Shareholder Proposal Regarding Charitable Contributions | ShrHoldr | Against | Against | For | ||
15 | Shareholder Proposal Regarding Proxy Access Bylaw Amendment | ShrHoldr | Against | Against | For | ||
Pinnacle West Capital Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
PNW | CUSIP 723484101 | 05/16/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Donald E. Brandt | Mgmt | For | For | For | ||
1.2 | Elect Denis A. Cortese | Mgmt | For | For | For | ||
1.3 | Elect Richard P. Fox | Mgmt | For | For | For | ||
1.4 | Elect Michael L. Gallagher | Mgmt | For | For | For | ||
1.5 | Elect Dale E. Klein | Mgmt | For | For | For | ||
1.6 | Elect Humberto S. Lopez | Mgmt | For | For | For | ||
1.7 | Elect Kathryn L. Munro | Mgmt | For | For | For | ||
1.8 | Elect Bruce J. Nordstrom | Mgmt | For | For | For | ||
1.9 | Elect Paula J. Sims | Mgmt | For | For | For | ||
1.10 | Elect David P. Wagener | Mgmt | For | For | For | ||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
3 | Ratification of Auditor | Mgmt | For | For | For | ||
Pioneer Natural Resources Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
PXD | CUSIP 723787107 | 05/17/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Edison C. Buchanan | Mgmt | For | For | For | ||
2 | Elect Andrew F. Cates | Mgmt | For | For | For | ||
3 | Elect Timothy L. Dove | Mgmt | For | For | For | ||
4 | Elect Phillip A. Gobe | Mgmt | For | For | For | ||
5 | Elect Larry R. Grillot | Mgmt | For | For | For | ||
6 | Elect Stacy P. Methvin | Mgmt | For | For | For | ||
7 | Elect Royce W. Mitchell | Mgmt | For | For | For | ||
8 | Elect Frank A. Risch | Mgmt | For | For | For | ||
9 | Elect Scott D. Sheffield | Mgmt | For | For | For | ||
10 | Elect Mona K. Sutphen | Mgmt | For | For | For | ||
11 | Elect J. Kenneth Thompson | Mgmt | For | For | For | ||
12 | Elect Phoebe A. Wood | Mgmt | For | For | For | ||
13 | Elect Michael D. Wortley | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
PPG Industries, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
PPG | CUSIP 693506107 | 04/19/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Victoria F. Haynes | Mgmt | For | For | For | ||
2 | Elect Michael W. Lamach | Mgmt | For | For | For | ||
3 | Elect Martin H. Richenhagen | Mgmt | For | For | For | ||
4 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
5 | Declassification of Board | Mgmt | For | For | For | ||
6 | Ratification of Auditor | Mgmt | For | For | For | ||
Praxair, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
PX | CUSIP 74005P104 | 09/27/2017 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Special | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Merger/Acquisition | Mgmt | For | For | For | ||
2 | Reduction in Share Premium Account (Linde plc) | Mgmt | For | For | For | ||
3 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | ||
4 | Right to Adjourn Meeting | Mgmt | For | For | For | ||
Public Service Enterprise Group Incorporated | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
PEG | CUSIP 744573106 | 04/17/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Willie A. Deese | Mgmt | For | For | For | ||
2 | Elect William V. Hickey | Mgmt | For | For | For | ||
3 | Elect Ralph Izzo | Mgmt | For | For | For | ||
4 | Elect Shirley Ann Jackson | Mgmt | For | For | For | ||
5 | Elect David Lilley | Mgmt | For | For | For | ||
6 | Elect Barry H. Ostrowsky | Mgmt | For | For | For | ||
7 | Elect Thomas A. Renyi | Mgmt | For | For | For | ||
8 | Elect Hak Cheol Shin | Mgmt | For | For | For | ||
9 | Elect Richard J. Swift | Mgmt | For | For | For | ||
10 | Elect Susan Tomasky | Mgmt | For | For | For | ||
11 | Elect Alfred W. Zollar | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
Public Storage | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
PSA | CUSIP 74460D109 | 04/25/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Ronald L. Havner, Jr. | Mgmt | For | For | For | ||
2 | Elect Tamara Hughes Gustavson | Mgmt | For | For | For | ||
3 | Elect Uri P. Harkham | Mgmt | For | For | For | ||
4 | Elect Leslie Stone Heisz | Mgmt | For | For | For | ||
5 | Elect B. Wayne Hughes, Jr. | Mgmt | For | For | For | ||
6 | Elect Avedick B. Poladian | Mgmt | For | For | For | ||
7 | Elect Gary E. Pruitt | Mgmt | For | For | For | ||
8 | Elect Ronald P. Spogli | Mgmt | For | For | For | ||
9 | Elect Daniel C. Staton | Mgmt | For | For | For | ||
10 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
11 | To Allow Shareholders to Amend Company Bylaws | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
QUALCOMM Incorporated | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
QCOM | CUSIP 747525103 | 03/23/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Proxy Contest | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Barbara T. Alexander | Mgmt | For | For | For | ||
1.2 | Elect Jeffry W. Henderson | Mgmt | For | For | For | ||
1.3 | Elect Thomas W. Horton | Mgmt | For | For | For | ||
1.4 | Elect Paul E. Jacobs | Mgmt | For | For | For | ||
1.5 | Elect Ann M. Livermore | Mgmt | For | For | For | ||
1.6 | Elect Harish M. Manwani | Mgmt | For | For | For | ||
1.7 | Elect Mark D. McLaughlin | Mgmt | For | For | For | ||
1.8 | Elect Steven M. Mollenkopf | Mgmt | For | For | For | ||
1.9 | Elect Clark T. Randt, Jr. | Mgmt | For | For | For | ||
1.10 | Elect Francisco Ros | Mgmt | For | For | For | ||
1.11 | Elect Anthony J. Vinciquerra | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
4 | Amendment to the 2001 Employee Stock Purchase Plan | Mgmt | For | For | For | ||
5 | Elimination of Supermajority Requirements Relating to Removal of Directors | Mgmt | For | For | For | ||
6 | Elimination of Supermajority Requirements Relating to Amendments and Obsolete Provisions | Mgmt | For | For | For | ||
7 | Elimination of Supermajority Requirements Relating to Certain Transactions with Interested Stockholders | Mgmt | For | For | For | ||
8 | Shareholder Proposal Regarding Repeal of Bylaw Amendments | ShrHoldr | Against | For | Against | ||
RELX Plc | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
REL | CUSIP 759530108 | 04/19/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Accounts and Reports | Mgmt | For | For | For | ||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | ||
3 | Allocation of Profits/Dividends | Mgmt | For | For | For | ||
4 | Appointment of Auditor | Mgmt | For | For | For | ||
5 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||
6 | Elect Suzanne Wood | Mgmt | For | For | For | ||
7 | Elect Erik Engstrom | Mgmt | For | For | For | ||
8 | Elect Anthony Habgood | Mgmt | For | For | For | ||
9 | Elect Wolfhart Hauser | Mgmt | For | For | For | ||
10 | Elect Adrian Hennah | Mgmt | For | For | For | ||
11 | Elect Marike van Lier Lels | Mgmt | For | For | For | ||
12 | Elect Nicholas Luff | Mgmt | For | For | For | ||
13 | Elect Robert J. MacLeod | Mgmt | For | For | For | ||
14 | Elect Carol G. Mills | Mgmt | For | For | For | ||
15 | Elect Linda S. Sanford | Mgmt | For | For | For | ||
16 | Elect Ben van der Veer | Mgmt | For | For | For | ||
17 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | Against | Against | ||
18 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||
19 | Authority to Issue Shares w/o Preemptive Rights (Specified Capital Investment) | Mgmt | For | For | For | ||
20 | Authority to Repurchase Shares | Mgmt | For | For | For | ||
21 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||
RELX Plc | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
REL | CUSIP 759530108 | 06/27/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Special | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Restructuring: Merger of RELX plc and RELX NV | Mgmt | For | For | For | ||
2 | Restructuring: Merger of RELX plc and RELX NV | Mgmt | For | For | For | ||
3 | Increase in NEDs' Fee Cap | Mgmt | For | For | For | ||
Republic Services, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
RSG | CUSIP 760759100 | 05/11/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Manuel Kadre | Mgmt | For | For | For | ||
2 | Elect Tomago Collins | Mgmt | For | For | For | ||
3 | Elect Thomas W. Handley | Mgmt | For | For | For | ||
4 | Elect Jennifer M Kirk | Mgmt | For | For | For | ||
5 | Elect Michael Larson | Mgmt | For | For | For | ||
6 | Elect Kim S. Pegula | Mgmt | For | For | For | ||
7 | Elect Ramon A. Rodriguez | Mgmt | For | For | For | ||
8 | Elect Donald W. Slager | Mgmt | For | For | For | ||
9 | Elect John M. Trani | Mgmt | For | For | For | ||
10 | Elect Sandra M Volpe | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
13 | Approval of the 2018 Employee Stock Purchase Plan | Mgmt | For | For | For | ||
14 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For | ||
Resmed Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
RMD | CUSIP 761152107 | 11/16/2017 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Michael Farrell | Mgmt | For | For | For | ||
2 | Elect Karen Drexler | Mgmt | For | For | For | ||
3 | Elect John P. Wareham | Mgmt | For | For | For | ||
4 | Ratification of Auditor | Mgmt | For | For | For | ||
5 | Amendment to the 2009 Incentive Award Plan | Mgmt | For | For | For | ||
6 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
7 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
Rio Tinto plc | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
RIO | CUSIP 767204100 | 04/11/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Accounts and Reports | Mgmt | For | For | For | ||
2 | Remuneration Policy (Binding) | Mgmt | For | For | For | ||
3 | Remuneration Report (UK advisory) | Mgmt | For | For | For | ||
4 | Remuneration Report (AUS advisory) | Mgmt | For | For | For | ||
5 | 2018 Equity Incentive Plan | Mgmt | For | For | For | ||
6 | Approval of Termination Payments | Mgmt | For | For | For | ||
7 | Elect Megan E. Clark | Mgmt | For | For | For | ||
8 | Elect David W. Constable | Mgmt | For | For | For | ||
9 | Elect Ann F. Godbehere | Mgmt | For | For | For | ||
10 | Elect Simon P. Henry | Mgmt | For | For | For | ||
11 | Elect Jean-Sebastien D.F. Jacques | Mgmt | For | For | For | ||
12 | Elect Sam H. Laidlaw | Mgmt | For | For | For | ||
13 | Elect Michael G. L'Estrange | Mgmt | For | For | For | ||
14 | Elect Christopher (Chris) J. Lynch | Mgmt | For | For | For | ||
15 | Elect Simon R. Thompson | Mgmt | For | For | For | ||
16 | Appointment of Auditor | Mgmt | For | For | For | ||
17 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||
18 | Authorisation of Political Donations | Mgmt | For | For | For | ||
19 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | Against | Against | ||
20 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||
21 | Authority to Repurchase Shares | Mgmt | For | For | For | ||
22 | Authority to Set General Meeting Notice Period at 14 Days | Mgmt | For | For | For | ||
Rockwell Automation, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
ROK | CUSIP 773903109 | 02/06/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Betty C. Alewine | Mgmt | For | For | For | ||
1.2 | Elect J. Phillip Holloman | Mgmt | For | For | For | ||
1.3 | Elect Lawrence D. Kingsley | Mgmt | For | For | For | ||
1.4 | Elect Lisa A. Payne | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
Rockwell Collins Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
COL | CUSIP 774341101 | 01/11/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Special | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Acquisition | Mgmt | For | For | For | ||
2 | Advisory Vote on Golden Parachutes | Mgmt | For | For | For | ||
3 | Right to Adjourn Meeting | Mgmt | For | For | For | ||
Rockwell Collins, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
COL | CUSIP 774341101 | 02/01/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Anthony J. Carbone | Mgmt | For | For | For | ||
1.2 | Elect Robert K. Ortberg | Mgmt | For | For | For | ||
1.3 | Elect Cheryl L. Shavers | Mgmt | For | For | For | ||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
3 | Ratification of Auditor | Mgmt | For | For | For | ||
Royal Dutch Shell Plc | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
RDSB | CUSIP 780259206 | 05/22/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Accounts and Reports | Mgmt | For | For | For | ||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | ||
3 | Elect Ann F. Godbehere | Mgmt | For | For | For | ||
4 | Elect Ben Van Beurden | Mgmt | For | For | For | ||
5 | Elect Euleen GOH Yiu Kiang | Mgmt | For | For | For | ||
6 | Elect Charles O. Holliday, Jr. | Mgmt | For | For | For | ||
7 | Elect Catherine J. Hughes | Mgmt | For | For | For | ||
8 | Elect Gerard Kleisterlee | Mgmt | For | For | For | ||
9 | Elect Roberto Egydio Setubal | Mgmt | For | For | For | ||
10 | Elect Sir Nigel Sheinwald | Mgmt | For | For | For | ||
11 | Elect Linda G. Stuntz | Mgmt | For | For | For | ||
12 | Elect Jessica Uhl | Mgmt | For | For | For | ||
13 | Elect Gerrit Zalm | Mgmt | For | For | For | ||
14 | Appointment of Auditor | Mgmt | For | For | For | ||
15 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||
17 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | ||
19 | Shareholder Proposal Regarding GHG Reduction Targets | ShrHoldr | Against | Against | For | ||
Royal Dutch Shell Plc | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
RDSB | CUSIP 780259107 | 05/22/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Accounts and Reports | Mgmt | For | For | For | ||
2 | Remuneration Report (Advisory) | Mgmt | For | For | For | ||
3 | Elect Ann F. Godbehere | Mgmt | For | For | For | ||
4 | Elect Ben Van Beurden | Mgmt | For | For | For | ||
5 | Elect Euleen GOH Yiu Kiang | Mgmt | For | For | For | ||
6 | Elect Charles O. Holliday, Jr. | Mgmt | For | For | For | ||
7 | Elect Catherine J. Hughes | Mgmt | For | For | For | ||
8 | Elect Gerard Kleisterlee | Mgmt | For | For | For | ||
9 | Elect Roberto Egydio Setubal | Mgmt | For | For | For | ||
10 | Elect Sir Nigel Sheinwald | Mgmt | For | For | For | ||
11 | Elect Linda G. Stuntz | Mgmt | For | For | For | ||
12 | Elect Jessica Uhl | Mgmt | For | For | For | ||
13 | Elect Gerrit Zalm | Mgmt | For | For | For | ||
14 | Appointment of Auditor | Mgmt | For | For | For | ||
15 | Authority to Set Auditor's Fees | Mgmt | For | For | For | ||
16 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||
17 | Authority to Issue Shares w/o Preemptive Rights | Mgmt | For | For | For | ||
18 | Authority to Repurchase Shares | Mgmt | For | For | For | ||
19 | Shareholder Proposal Regarding GHG Reduction Targets | ShrHoldr | Against | Against | For | ||
S&P Global Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
SPGI | CUSIP 78409V104 | 05/01/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Marco Alvera | Mgmt | For | For | For | ||
2 | Elect William D. Green | Mgmt | For | For | For | ||
3 | Elect Charles E. Haldeman, Jr. | Mgmt | For | For | For | ||
4 | Elect Stephanie C. Hill | Mgmt | For | For | For | ||
5 | Elect Rebecca Jacoby | Mgmt | For | For | For | ||
6 | Elect Monique F. Leroux | Mgmt | For | For | For | ||
7 | Elect Maria R. Morris | Mgmt | For | For | For | ||
8 | Elect Douglas L. Peterson | Mgmt | For | For | For | ||
9 | Elect Sir Michael Rake | Mgmt | For | For | For | ||
10 | Elect Edward B. Rust, Jr. | Mgmt | For | For | For | ||
11 | Elect Kurt L. Schmoke | Mgmt | For | For | For | ||
12 | Elect Richard E. Thornburgh | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
Schlumberger Limited | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
SLB | CUSIP 806857108 | 04/04/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Peter L.S. Currie | Mgmt | For | For | For | ||
2 | Elect Miguel M. Galuccio | Mgmt | For | For | For | ||
3 | Elect V. Maureen Kempston Darkes | Mgmt | For | For | For | ||
4 | Elect Paal Kibsgaard | Mgmt | For | For | For | ||
5 | Elect Nikolay Kudryavtsev | Mgmt | For | For | For | ||
6 | Elect Helge Lund | Mgmt | For | For | For | ||
7 | Elect Michael E. Marks | Mgmt | For | For | For | ||
8 | Elect Indra K. Nooyi | Mgmt | For | For | For | ||
9 | Elect Lubna S. Olayan | Mgmt | For | For | For | ||
10 | Elect Leo Rafael Reif | Mgmt | For | For | For | ||
11 | Elect Henri Seydoux | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Approval of Financial Statements/Dividends | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Approval of the 2018 French Sub Plan | Mgmt | For | For | For | ||
Sempra Energy | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
SRE | CUSIP 816851109 | 05/10/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Alan L. Boeckmann | Mgmt | For | For | For | ||
2 | Elect Kathleen Brown | Mgmt | For | For | For | ||
3 | Elect Andres Conesa Labastida | Mgmt | For | For | For | ||
4 | Elect Maria Contreras-Sweet | Mgmt | For | For | For | ||
5 | Elect Pablo A. Ferrero | Mgmt | For | For | For | ||
6 | Elect William D. Jones | Mgmt | For | For | For | ||
7 | Elect Jeffrey W. Martin | Mgmt | For | For | For | ||
8 | Elect Bethany J. Mayer | Mgmt | For | For | For | ||
9 | Elect William G. Ouchi | Mgmt | For | For | For | ||
10 | Elect Debra L. Reed | Mgmt | For | For | For | ||
11 | Elect William C. Rusnack | Mgmt | For | For | For | ||
12 | Elect Lynn Schenk | Mgmt | For | For | For | ||
13 | Elect Jack T. Taylor | Mgmt | For | For | For | ||
14 | Elect James C. Yardley | Mgmt | For | For | For | ||
15 | Ratification of Auditor | Mgmt | For | For | For | ||
16 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
17 | Shareholder Proposal Regarding Amendment to Proxy Access Bylaw | ShrHoldr | Against | Against | For | ||
Simon Property Group, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
SPG | CUSIP 828806109 | 05/08/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Glyn F. Aeppel | Mgmt | For | For | For | ||
2 | Elect Larry C. Glasscock | Mgmt | For | For | For | ||
3 | Elect Karen N. Horn | Mgmt | For | For | For | ||
4 | Elect Allan B. Hubbard | Mgmt | For | For | For | ||
5 | Elect Reuben S. Leibowitz | Mgmt | For | For | For | ||
6 | Elect Gary M. Rodkin | Mgmt | For | For | For | ||
7 | Elect Stefan Selig | Mgmt | For | For | For | ||
8 | Elect Daniel C. Smith | Mgmt | For | For | For | ||
9 | Elect J. Albert Smith, Jr. | Mgmt | For | For | For | ||
10 | Elect Marta R. Stewart | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
13 | Shareholder Proposal Regarding Prohibiting Termination Benefits Following a Change in Control | ShrHoldr | Against | Against | For | ||
Starbucks Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
SBUX | CUSIP 855244109 | 03/21/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Howard Schultz | Mgmt | For | For | For | ||
2 | Elect Rosalind G. Brewer | Mgmt | For | For | For | ||
3 | Elect Mary N. Dillon | Mgmt | For | For | For | ||
4 | Elect Mellody Hobson | Mgmt | For | For | For | ||
5 | Elect Kevin R. Johnson | Mgmt | For | For | For | ||
6 | Elect Jorgen Vig Knudstorp | Mgmt | For | For | For | ||
7 | Elect Satya Nadella | Mgmt | For | For | For | ||
8 | Elect Joshua Cooper Ramo | Mgmt | For | For | For | ||
9 | Elect Clara Shih | Mgmt | For | For | For | ||
10 | Elect Javier G. Teruel | Mgmt | For | For | For | ||
11 | Elect Myron E. Ullman, III | Mgmt | For | For | For | ||
12 | Elect Craig E. Weatherup | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Shareholder Proposal Regarding Amendment to Proxy Access Bylaw | ShrHoldr | Against | Against | For | ||
16 | Shareholder Proposal Regarding Report on Sustainable Packaging | ShrHoldr | Against | Against | For | ||
17 | Shareholder Proposal Regarding Report on Paid Family Leave | ShrHoldr | Against | Abstain | Against | ||
18 | Shareholder Proposal Regarding Diversity Report | ShrHoldr | Against | Against | For | ||
State Street Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
STT | CUSIP 857477103 | 05/16/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Kennett F. Burnes | Mgmt | For | For | For | ||
2 | Elect Patrick de Saint-Aignan | Mgmt | For | For | For | ||
3 | Elect Lynn A. Dugle | Mgmt | For | For | For | ||
4 | Elect Amelia C. Fawcett | Mgmt | For | For | For | ||
5 | Elect William C. Freda | Mgmt | For | For | For | ||
6 | Elect Linda A. Hill | Mgmt | For | For | For | ||
7 | Elect Joseph L. Hooley | Mgmt | For | For | For | ||
8 | Elect Sara Mathew | Mgmt | For | For | For | ||
9 | Elect William L. Meaney | Mgmt | For | For | For | ||
10 | Elect Sean O'Sullivan | Mgmt | For | For | For | ||
11 | Elect Richard P. Sergel | Mgmt | For | For | For | ||
12 | Elect Gregory L. Summe | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||
15 | Ratification of Auditor | Mgmt | For | For | For | ||
Symantec Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
SYMC | CUSIP 871503108 | 10/05/2017 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Gregory S. Clark | Mgmt | For | For | For | ||
2 | Elect Frank E. Dangeard | Mgmt | For | For | For | ||
3 | Elect Kenneth Y. Hao | Mgmt | For | For | For | ||
4 | Elect David Humphrey | Mgmt | For | For | For | ||
5 | Elect Geraldine B. Laybourne | Mgmt | For | For | For | ||
6 | Elect David L. Mahoney | Mgmt | For | For | For | ||
7 | Elect Robert S. Miller | Mgmt | For | For | For | ||
8 | Elect Anita Sands | Mgmt | For | For | For | ||
9 | Elect Daniel H. Schulman | Mgmt | For | For | For | ||
10 | Elect V. Paul Unruh | Mgmt | For | For | For | ||
11 | Elect Suzanne Vautrinot | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
13 | Amendment to the 2013 Equity Incentive Plan | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
16 | Shareholder Proposal Regarding Voting Disclosure | ShrHoldr | Against | Against | For | ||
17 | Shareholder Proposal Regarding Retention of Shares Until Normal Retirement Age | ShrHoldr | Against | Against | For | ||
Sysco Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
SYY | CUSIP 871829107 | 11/17/2017 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Daniel J. Brutto | Mgmt | For | For | For | ||
2 | Elect John M. Cassaday | Mgmt | For | For | For | ||
3 | Elect William J. DeLaney | Mgmt | For | For | For | ||
4 | Elect Joshua D. Frank | Mgmt | For | For | For | ||
5 | Elect Larry C. Glasscock | Mgmt | For | For | For | ||
6 | Elect Bradley M. Halverson | Mgmt | For | For | For | ||
7 | Elect Hans-Joachim Koerber | Mgmt | For | For | For | ||
8 | Elect Nancy S. Newcomb | Mgmt | For | For | For | ||
9 | Elect Nelson Peltz | Mgmt | For | For | For | ||
10 | Elect Edward D. Shirley | Mgmt | For | For | For | ||
11 | Elect Sheila G. Talton | Mgmt | For | For | For | ||
12 | Elect Richard G. Tilghman | Mgmt | For | For | For | ||
13 | Elect Jackie M. Ward | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
16 | Ratification of Auditor | Mgmt | For | For | For | ||
17 | Shareholder Proposal Regarding Compensation in the Event of a Change in Control | ShrHoldr | Against | Against | For | ||
Texas Instruments Incorporated | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
TXN | CUSIP 882508104 | 04/26/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Ralph W. Babb, Jr. | Mgmt | For | For | For | ||
2 | Elect Mark A. Blinn | Mgmt | For | For | For | ||
3 | Elect Todd M. Bluedorn | Mgmt | For | For | For | ||
4 | Elect Daniel A. Carp | Mgmt | For | For | For | ||
5 | Elect Janet F. Clark | Mgmt | For | For | For | ||
6 | Elect Carrie S. Cox | Mgmt | For | For | For | ||
7 | Elect Brian T. Crutcher | Mgmt | For | For | For | ||
8 | Elect J.M. Hobby | Mgmt | For | For | For | ||
9 | Elect Ronald Kirk | Mgmt | For | For | For | ||
10 | Elect Pamela H. Patsley | Mgmt | For | For | For | ||
11 | Elect Robert E. Sanchez | Mgmt | For | For | For | ||
12 | Elect Richard K. Templeton | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Approval of the 2018 Director Compensation Plan | Mgmt | For | For | For | ||
15 | Ratification of Auditor | Mgmt | For | For | For | ||
The Boeing Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
BA | CUSIP 097023105 | 04/30/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Robert A. Bradway | Mgmt | For | For | For | ||
2 | Elect David L. Calhoun | Mgmt | For | For | For | ||
3 | Elect Arthur D. Collins, Jr. | Mgmt | For | For | For | ||
4 | Elect Kenneth M. Duberstein | Mgmt | For | For | For | ||
5 | Elect Edmund P. Giambastiani, Jr. | Mgmt | For | For | For | ||
6 | Elect Lynn J. Good | Mgmt | For | For | For | ||
7 | Elect Lawrence W. Kellner | Mgmt | For | For | For | ||
8 | Elect Caroline B. Kennedy | Mgmt | For | For | For | ||
9 | Elect Edward M. Liddy | Mgmt | For | For | For | ||
10 | Elect Dennis A. Muilenburg | Mgmt | For | For | For | ||
11 | Elect Susan C. Schwab | Mgmt | For | For | For | ||
12 | Elect Ronald A. Williams | Mgmt | For | For | For | ||
13 | Elect Mike S. Zafirovski | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
15 | Ratification of Auditor | Mgmt | For | For | For | ||
16 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
17 | Shareholder Proposal Regarding Right to Call a Special Meeting | ShrHoldr | Against | Against | For | ||
18 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | For | Against | ||
19 | Shareholder Proposal Regarding Board Size | ShrHoldr | Against | Against | For | ||
The Goldman Sachs Group, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
GS | CUSIP 38141G104 | 05/02/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Lloyd C. Blankfein | Mgmt | For | For | For | ||
2 | Elect M. Michele Burns | Mgmt | For | For | For | ||
3 | Elect Mark Flaherty | Mgmt | For | For | For | ||
4 | Elect William W. George | Mgmt | For | For | For | ||
5 | Elect James A. Johnson | Mgmt | For | For | For | ||
6 | Elect Ellen J. Kullman | Mgmt | For | For | For | ||
7 | Elect Lakshmi N. Mittal | Mgmt | For | For | For | ||
8 | Elect Adebayo O. Ogunlesi | Mgmt | For | For | For | ||
9 | Elect Peter Oppenheimer | Mgmt | For | For | For | ||
10 | Elect David A. Viniar | Mgmt | For | For | For | ||
11 | Elect Mark O. Winkelman | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
13 | Amendment to the Stock Incentive Plan | Mgmt | For | Against | Against | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
16 | Shareholder Proposal Regarding Amendment to Proxy Access Bylaw | ShrHoldr | Against | Against | For | ||
The Home Depot, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
HD | CUSIP 437076102 | 05/17/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Gerard J. Arpey | Mgmt | For | For | For | ||
2 | Elect Ari Bousbib | Mgmt | For | For | For | ||
3 | Elect Jeffery H. Boyd | Mgmt | For | For | For | ||
4 | Elect Gregory D. Brenneman | Mgmt | For | For | For | ||
5 | Elect J. Frank Brown | Mgmt | For | For | For | ||
6 | Elect Albert P. Carey | Mgmt | For | For | For | ||
7 | Elect Armando Codina | Mgmt | For | For | For | ||
8 | Elect Helena B. Foulkes | Mgmt | For | For | For | ||
9 | Elect Linda R. Gooden | Mgmt | For | For | For | ||
10 | Elect Wayne M. Hewett | Mgmt | For | For | For | ||
11 | Elect Stephanie C. Linnartz | Mgmt | For | For | For | ||
12 | Elect Craig A. Menear | Mgmt | For | For | For | ||
13 | Elect Mark Vadon | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
16 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For | ||
17 | Shareholder Proposal Regarding Employment Diversity Report | ShrHoldr | Against | Against | For | ||
18 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||
19 | Shareholder Proposal Regarding Amendment to Clawback Policy | ShrHoldr | Against | Against | For | ||
The Kraft Heinz Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
KHC | CUSIP 500754106 | 04/23/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Gregory E. Abel | Mgmt | For | For | For | ||
2 | Elect Alexandre Behring | Mgmt | For | For | For | ||
3 | Elect John T. Cahill | Mgmt | For | For | For | ||
4 | Elect Tracy Britt Cool | Mgmt | For | For | For | ||
5 | Elect Feroz Dewan | Mgmt | For | For | For | ||
6 | Elect Jeanne P. Jackson | Mgmt | For | For | For | ||
7 | Elect Jorge Paulo Lemann | Mgmt | For | For | For | ||
8 | Elect John C. Pope | Mgmt | For | For | For | ||
9 | Elect Marcel Herrmann Telles | Mgmt | For | For | For | ||
10 | Elect Alexandre Van Damme | Mgmt | For | For | For | ||
11 | Elect George El Zoghbi | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Shareholder Proposal Regarding Reporting on the Use of Non-Recyclable Packaging | ShrHoldr | Against | Against | For | ||
The PNC Financial Services Group, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
PNC | CUSIP 693475105 | 04/24/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Charles E. Bunch | Mgmt | For | For | For | ||
2 | Elect Debra A. Cafaro | Mgmt | For | For | For | ||
3 | Elect Marjorie Rodgers Cheshire | Mgmt | For | For | For | ||
4 | Elect William S. Demchak | Mgmt | For | For | For | ||
5 | Elect Andrew T. Feldstein | Mgmt | For | For | For | ||
6 | Elect Daniel R. Hesse | Mgmt | For | For | For | ||
7 | Elect Richard B. Kelson | Mgmt | For | For | For | ||
8 | Elect Linda R. Medler | Mgmt | For | For | For | ||
9 | Elect Martin Pfinsgraff | Mgmt | For | For | For | ||
10 | Elect Donald J. Shepard | Mgmt | For | For | For | ||
11 | Elect Michael J. Ward | Mgmt | For | For | For | ||
12 | Elect Gregory D. Wasson | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
14 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
The Procter & Gamble Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
PG | CUSIP 742718109 | 10/10/2017 | Take No Action | ||||
Meeting Type | Country of Trade | ||||||
Proxy Contest | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Francis S. Blake | Mgmt | For | TNA | N/A | ||
1.2 | Elect Angela F. Braly | Mgmt | For | TNA | N/A | ||
1.3 | Elect Amy Chang | Mgmt | For | TNA | N/A | ||
1.4 | Elect Kenneth I. Chenault | Mgmt | For | TNA | N/A | ||
1.5 | Elect Scott D. Cook | Mgmt | For | TNA | N/A | ||
1.6 | Elect Terry J. Lundgren | Mgmt | For | TNA | N/A | ||
1.7 | Elect W. James McNerney, Jr. | Mgmt | For | TNA | N/A | ||
1.8 | Elect David. S. Taylor | Mgmt | For | TNA | N/A | ||
1.9 | Elect Margaret C. Whitman | Mgmt | For | TNA | N/A | ||
1.10 | Elect Patricia A. Woertz | Mgmt | For | TNA | N/A | ||
1.11 | Elect Ernesto Zedillo | Mgmt | For | TNA | N/A | ||
2 | Ratification of Auditor | Mgmt | For | TNA | N/A | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | TNA | N/A | ||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | TNA | Against | ||
5 | Shareholder Proposal Regarding Holy Land Principles | ShrHoldr | Against | TNA | N/A | ||
6 | Shareholder Proposal Regarding Report on Risks Of LGBT-Focused State Regulations | ShrHoldr | Against | TNA | N/A | ||
7 | Shareholder Proposal Regarding Report on Conducting Business in Conflict-Affected Areas | ShrHoldr | Against | TNA | N/A | ||
8 | Shareholder Proposal Regarding Repeal of Bylaw Amendments | ShrHoldr | Against | TNA | N/A | ||
The Procter & Gamble Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
PG | CUSIP 742718109 | 10/10/2017 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Proxy Contest | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Nelson Peltz | ShrHoldr | N/A | For | N/A | ||
1.2 | Elect Mgmt. Nominee Francis S. Blake | ShrHoldr | N/A | For | N/A | ||
1.3 | Elect Mgmt. Nominee Angela F. Braly | ShrHoldr | N/A | For | N/A | ||
1.4 | Elect Mgmt. Nominee Amy L. Chang | ShrHoldr | N/A | For | N/A | ||
1.5 | Elect Mgmt. Nominee Kenneth I. Chenault | ShrHoldr | N/A | For | N/A | ||
1.6 | Elect Mgmt. Nominee Scott D. Cook | ShrHoldr | N/A | For | N/A | ||
1.7 | Elect Mgmt. Nominee Terry J. Lundgren | ShrHoldr | N/A | For | N/A | ||
1.8 | Elect Mgmt. Nominee W. James McNerney, Jr. | ShrHoldr | N/A | For | N/A | ||
1.9 | Elect Mgmt. Nominee David. S. Taylor | ShrHoldr | N/A | For | N/A | ||
1.10 | Elect Mgmt. Nominee Margaret C. Whitman | ShrHoldr | N/A | For | N/A | ||
1.11 | Elect Mgmt. Nominee Patricia A. Woertz | ShrHoldr | N/A | For | N/A | ||
2 | Ratification of Auditor | Mgmt | N/A | For | N/A | ||
3 | Advisory Vote on Executive Compensation | Mgmt | N/A | For | N/A | ||
4 | Frequency of Advisory Vote on Executive Compensation | Mgmt | N/A | 1 Year | N/A | ||
5 | Shareholder Proposal Regarding Holy Land Principles | ShrHoldr | N/A | Against | N/A | ||
6 | Shareholder Proposal Regarding Report on Risks Of LGBT-Focused State Regulations | ShrHoldr | N/A | Against | N/A | ||
7 | Shareholder Proposal Regarding Report on Conducting Business in Conflict-Affected Areas | ShrHoldr | N/A | Against | N/A | ||
8 | Shareholder Proposal Regarding Repeal of Bylaw Amendments | ShrHoldr | N/A | For | N/A | ||
The Walt Disney Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
DIS | CUSIP 254687106 | 03/08/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Susan E. Arnold | Mgmt | For | For | For | ||
2 | Elect Mary T. Barra | Mgmt | For | For | For | ||
3 | Elect Safra A. Catz | Mgmt | For | For | For | ||
4 | Elect John S. Chen | Mgmt | For | For | For | ||
5 | Elect Francis deSouza | Mgmt | For | For | For | ||
6 | Elect Robert A. Iger | Mgmt | For | For | For | ||
7 | Elect Maria Elena Lagomasino | Mgmt | For | For | For | ||
8 | Elect Fred H. Langhammer | Mgmt | For | For | For | ||
9 | Elect Aylwin B. Lewis | Mgmt | For | For | For | ||
10 | Elect Mark G. Parker | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Amendment to the 2002 Executive Performance Plan | Mgmt | For | Against | Against | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
14 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
15 | Shareholder Proposal Regarding Amendments to Proxy Access Bylaw | ShrHoldr | Against | Against | For | ||
Thermo Fisher Scientific Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
TMO | CUSIP 883556102 | 05/23/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Marc N. Casper | Mgmt | For | For | For | ||
2 | Elect Nelson J. Chai | Mgmt | For | For | For | ||
3 | Elect C. Martin Harris | Mgmt | For | For | For | ||
4 | Elect Tyler Jacks | Mgmt | For | For | For | ||
5 | Elect Judy C. Lewent | Mgmt | For | For | For | ||
6 | Elect Thomas J. Lynch | Mgmt | For | For | For | ||
7 | Elect Jim P. Manzi | Mgmt | For | For | For | ||
8 | Elect Lars Rebien Sorensen | Mgmt | For | For | For | ||
9 | Elect Scott M. Sperling | Mgmt | For | For | For | ||
10 | Elect Elaine S. Ullian | Mgmt | For | For | For | ||
11 | Elect Dion J. Weisler | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
Unilever NV | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
UNA | CUSIP 904784709 | 05/03/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Accounts and Reports; Allocation of Profits/Dividends | Mgmt | For | For | For | ||
2 | Ratification of Executive Directors' Acts | Mgmt | For | For | For | ||
3 | Ratification of Non-Executive Directors' Acts | Mgmt | For | For | For | ||
4 | Amendments to the Remuneration Policy | Mgmt | For | For | For | ||
5 | Elect Nils Andersen to the Board of Directors | Mgmt | For | For | For | ||
6 | Elect Laura M.L. Cha to the Board of Directors | Mgmt | For | For | For | ||
7 | Elect Vittorio Colao to the Board of Directors | Mgmt | For | For | For | ||
8 | Elect Marijn E. Dekkers to the Board of Directors | Mgmt | For | For | For | ||
9 | Elect Judith Hartmann to the Board of Directors | Mgmt | For | For | For | ||
10 | Elect Mary MA Xuezheng to the Board of Directors | Mgmt | For | For | For | ||
11 | Elect Strive T. Masiyiwa to the Board of Directors | Mgmt | For | For | For | ||
12 | Elect Youngme E. Moon to the Board of Directors | Mgmt | For | For | For | ||
13 | Elect Graeme D. Pitkethly to the Board of Directors | Mgmt | For | For | For | ||
14 | Elect Paul Polman to the Board of Directors | Mgmt | For | For | For | ||
15 | Elect John Rishton to the Board of Directors | Mgmt | For | For | For | ||
16 | Elect Feike Sijbesma to the Board of Directors | Mgmt | For | For | For | ||
17 | Elect Andrea Jung to the Board of Directors | Mgmt | For | For | For | ||
18 | Appointment of Auditor | Mgmt | For | For | For | ||
19 | Authority to Repurchase Cumulative Preference Shares | Mgmt | For | For | For | ||
20 | Authority to Repurchase Ordinary Shares | Mgmt | For | For | For | ||
21 | Cancellation of Cumulative Preference Shares | Mgmt | For | For | For | ||
22 | Cancellation of Ordinary Shares | Mgmt | For | For | For | ||
23 | Authority to Issue Shares w/ Preemptive Rights | Mgmt | For | For | For | ||
24 | Authority to Suppress Preemptive Rights | Mgmt | For | For | For | ||
25 | Authority to Suppress Preemptive Rights (Acquisition or Capital Investment) | Mgmt | For | For | For | ||
Union Pacific Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
UNP | CUSIP 907818108 | 05/10/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Andrew H. Card, Jr. | Mgmt | For | For | For | ||
2 | Elect Erroll B. Davis, Jr. | Mgmt | For | For | For | ||
3 | Elect David B. Dillon | Mgmt | For | For | For | ||
4 | Elect Lance M. Fritz | Mgmt | For | For | For | ||
5 | Elect Deborah C. Hopkins | Mgmt | For | For | For | ||
6 | Elect Jane H. Lute | Mgmt | For | For | For | ||
7 | Elect Michael R. McCarthy | Mgmt | For | For | For | ||
8 | Elect Thomas F. McLarty III | Mgmt | For | For | For | ||
9 | Elect Bhavesh V. Patel | Mgmt | For | For | For | ||
10 | Elect Jose H. Villarreal | Mgmt | For | For | For | ||
11 | Ratification of Auditor | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | For | Against | ||
United Technologies Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
UTX | CUSIP 913017109 | 04/30/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Lloyd J Austin | Mgmt | For | For | For | ||
2 | Elect Diane M. Bryant | Mgmt | For | For | For | ||
3 | Elect John V. Faraci | Mgmt | For | For | For | ||
4 | Elect Jean-Pierre Garnier | Mgmt | For | For | For | ||
5 | Elect Gregory J. Hayes | Mgmt | For | For | For | ||
6 | Elect Ellen J. Kullman | Mgmt | For | For | For | ||
7 | Elect Marshall O. Larsen | Mgmt | For | For | For | ||
8 | Elect Harold W. McGraw III | Mgmt | For | For | For | ||
9 | Elect Margaret L. O'Sullivan | Mgmt | For | For | For | ||
10 | Elect Fredric G. Reynolds | Mgmt | For | For | For | ||
11 | Elect Brian C. Rogers | Mgmt | For | For | For | ||
12 | Elect Christine Todd Whitman | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
14 | Approval of the 2018 Long-Term Incentive Plan | Mgmt | For | For | For | ||
15 | Ratification of Auditor | Mgmt | For | For | For | ||
16 | Elimination of Supermajority Requirement | Mgmt | For | For | For | ||
17 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | For | Against | ||
UnitedHealth Group Incorporated | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
UNH | CUSIP 91324P102 | 06/04/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect William C. Ballard, Jr. | Mgmt | For | For | For | ||
2 | Elect Richard T. Burke | Mgmt | For | For | For | ||
3 | Elect Timothy P. Flynn | Mgmt | For | For | For | ||
4 | Elect Stephen J. Hemsley | Mgmt | For | For | For | ||
5 | Elect Michele J. Hooper | Mgmt | For | For | For | ||
6 | Elect F. William Mcabb, III | Mgmt | For | For | For | ||
7 | Elect Valerie C. Montgomery Rice | Mgmt | For | For | For | ||
8 | Elect Glenn M. Renwick | Mgmt | For | For | For | ||
9 | Elect Kenneth I. Shine | Mgmt | For | For | For | ||
10 | Elect David S. Wichmann | Mgmt | For | For | For | ||
11 | Elect Gail R. Wilensky | Mgmt | For | For | For | ||
12 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
13 | Ratification of Auditor | Mgmt | For | For | For | ||
VF Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
VFC | CUSIP 918204108 | 04/24/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Richard T. Carucci | Mgmt | For | For | For | ||
1.2 | Elect Juliana L. Chugg | Mgmt | For | For | For | ||
1.3 | Elect Benno Dorer | Mgmt | For | For | For | ||
1.4 | Elect Mark S. Hoplamazian | Mgmt | For | For | For | ||
1.5 | Elect Laura W. Lang | Mgmt | For | For | For | ||
1.6 | Elect W. Alan McCollough | Mgmt | For | For | For | ||
1.7 | Elect W. Rodney McMullen | Mgmt | For | For | For | ||
1.8 | Elect Clarence Otis, Jr. | Mgmt | For | For | For | ||
1.9 | Elect Steven E. Rendle | Mgmt | For | For | For | ||
1.10 | Elect Carol L. Roberts | Mgmt | For | For | For | ||
1.11 | Elect Matthew J. Shattock | Mgmt | For | For | For | ||
2 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
3 | Ratification of Auditor | Mgmt | For | For | For | ||
Ventas, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
VTR | CUSIP 92276F100 | 05/15/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Melody C. Barnes | Mgmt | For | For | For | ||
2 | Elect Debra A. Cafaro | Mgmt | For | For | For | ||
3 | Elect Jay M. Gellert | Mgmt | For | For | For | ||
4 | Elect Richard I. Gilchrist | Mgmt | For | For | For | ||
5 | Elect Matthew J. Lustig | Mgmt | For | For | For | ||
6 | Elect Roxanne M. Martino | Mgmt | For | For | For | ||
7 | Elect Walter C. Rakowich | Mgmt | For | For | For | ||
8 | Elect Robert D. Reed | Mgmt | For | For | For | ||
9 | Elect James D. Shelton | Mgmt | For | For | For | ||
10 | Ratification of Auditor | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
Verizon Communications Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
VZ | CUSIP 92343V104 | 05/03/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Shellye L. Archambeau | Mgmt | For | For | For | ||
2 | Elect Mark T. Bertolini | Mgmt | For | For | For | ||
3 | Elect Richard L. Carrion | Mgmt | For | For | For | ||
4 | Elect Melanie L. Healey | Mgmt | For | For | For | ||
5 | Elect M. Frances Keeth | Mgmt | For | For | For | ||
6 | Elect Lowell C. McAdam | Mgmt | For | For | For | ||
7 | Elect Clarence Otis, Jr. | Mgmt | For | For | For | ||
8 | Elect Rodney E. Slater | Mgmt | For | For | For | ||
9 | Elect Kathryn A. Tesija | Mgmt | For | For | For | ||
10 | Elect Gregory D. Wasson | Mgmt | For | For | For | ||
11 | Elect Gregory G. Weaver | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||
15 | Shareholder Proposal Regarding Lobbying Report | ShrHoldr | Against | Against | For | ||
16 | Shareholder Proposal Regarding Independent Board Chair | ShrHoldr | Against | For | Against | ||
17 | Shareholder Proposal Regarding Linking Executive Pay to Cybersecurity | ShrHoldr | Against | Against | For | ||
18 | Shareholder Proposal Regarding Amendment to Clawback Policy | ShrHoldr | Against | Against | For | ||
19 | Shareholder Proposal Regarding Executive Deferral Plan | ShrHoldr | Against | Against | For | ||
Visa Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
V | CUSIP 92826C839 | 01/30/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Lloyd A. Carney | Mgmt | For | For | For | ||
2 | Elect Mary B. Cranston | Mgmt | For | For | For | ||
3 | Elect Francisco Javier Fernandez-Carbajal | Mgmt | For | For | For | ||
4 | Elect Gary A. Hoffman | Mgmt | For | For | For | ||
5 | Elect Alfred F. Kelly, Jr. | Mgmt | For | For | For | ||
6 | Elect John F. Lundgren | Mgmt | For | For | For | ||
7 | Elect Robert W. Matschullat | Mgmt | For | For | For | ||
8 | Elect Suzanne Nora Johnson | Mgmt | For | For | For | ||
9 | Elect John A.C. Swainson | Mgmt | For | For | For | ||
10 | Elect Maynard G. Webb, Jr. | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
Walgreens Boots Alliance, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
WBA | CUSIP 931427108 | 01/17/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Jose E. Almeida | Mgmt | For | For | For | ||
2 | Elect Janice M. Babiak | Mgmt | For | For | For | ||
3 | Elect David J. Brailer | Mgmt | For | For | For | ||
4 | Elect William C. Foote | Mgmt | For | For | For | ||
5 | Elect Ginger L. Graham | Mgmt | For | For | For | ||
6 | Elect John A. Lederer | Mgmt | For | For | For | ||
7 | Elect Dominic P. Murphy | Mgmt | For | For | For | ||
8 | Elect Stefano Pessina | Mgmt | For | For | For | ||
9 | Elect Leonard D. Schaeffer | Mgmt | For | For | For | ||
10 | Elect Nancy M. Schlichting | Mgmt | For | For | For | ||
11 | Elect James A. Skinner | Mgmt | For | For | For | ||
12 | Ratification of Auditor | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
15 | Amendment to the 2013 Omnibus Incentive Plan | Mgmt | For | For | For | ||
16 | Shareholder Proposal Regarding Right to Call a Special Meeting | ShrHoldr | Against | Against | For | ||
17 | Shareholder Proposal Regarding Amendments to Proxy Access Bylaw | ShrHoldr | Against | Against | For | ||
Waste Management, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
WM | CUSIP 94106L109 | 05/14/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Bradbury H. Anderson | Mgmt | For | Abstain | Against | ||
2 | Elect Frank M. Clark, Jr. | Mgmt | For | For | For | ||
3 | Elect James C Fish | Mgmt | For | For | For | ||
4 | Elect Andres R. Gluski | Mgmt | For | For | For | ||
5 | Elect Patrick W. Gross | Mgmt | For | For | For | ||
6 | Elect Victoria M. Holt | Mgmt | For | For | For | ||
7 | Elect Kathleen M. Mazzarella | Mgmt | For | For | For | ||
8 | Elect John C. Pope | Mgmt | For | For | For | ||
9 | Elect Thomas H. Weidemeyer | Mgmt | For | For | For | ||
10 | Ratification of Auditor | Mgmt | For | For | For | ||
11 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
12 | Shareholder Proposal Regarding Compensation in the Event of a Change in Control | ShrHoldr | Against | Against | For | ||
Wells Fargo & Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
WFC | CUSIP 949746101 | 04/24/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect John D. Baker II | Mgmt | For | For | For | ||
2 | Elect Celeste A. Clark | Mgmt | For | For | For | ||
3 | Elect Theodore F. Craver, Jr. | Mgmt | For | For | For | ||
4 | Elect Elizabeth A. Duke | Mgmt | For | For | For | ||
5 | Elect Donald M. James | Mgmt | For | For | For | ||
6 | Elect Maria R. Morris | Mgmt | For | For | For | ||
7 | Elect Karen B. Peetz | Mgmt | For | For | For | ||
8 | Elect Juan A. Pujadas | Mgmt | For | For | For | ||
9 | Elect James H. Quigley | Mgmt | For | For | For | ||
10 | Elect Ronald L. Sargent | Mgmt | For | For | For | ||
11 | Elect Timothy J. Sloan | Mgmt | For | For | For | ||
12 | Elect Suzanne M. Vautrinot | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For | ||
15 | Shareholder Proposal Regarding Right to Call Special Meetings | ShrHoldr | Against | Against | For | ||
16 | Shareholder Proposal Regarding Linking Executive Pay to Social Responsibility | ShrHoldr | Against | Against | For | ||
17 | Shareholder Proposal Regarding Incentive Compensation Report | ShrHoldr | Against | Against | For | ||
WestRock Company | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
WRK | CUSIP 96145D105 | 02/02/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Timothy J. Bernlohr | Mgmt | For | For | For | ||
2 | Elect J. Powell Brown | Mgmt | For | For | For | ||
3 | Elect Michael E. Campbell | Mgmt | For | For | For | ||
4 | Elect Terrell K. Crews | Mgmt | For | For | For | ||
5 | Elect Russell M. Currey | Mgmt | For | For | For | ||
6 | Elect John A. Luke, Jr. | Mgmt | For | For | For | ||
7 | Elect Gracia C. Martore | Mgmt | For | For | For | ||
8 | Elect James E. Nevels | Mgmt | For | For | For | ||
9 | Elect Timothy H. Powers | Mgmt | For | For | For | ||
10 | Elect Steven C. Voorhees | Mgmt | For | For | For | ||
11 | Elect Bettina M. Whyte | Mgmt | For | For | For | ||
12 | Elect Alan D. Wilson | Mgmt | For | For | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Approval of Material Terms of Performance Goals Under Annual Executive Bonus Plan | Mgmt | For | For | For | ||
15 | Amendment to the 2016 Incentive Stock Plan | Mgmt | For | Against | Against | ||
16 | Ratification of Auditor | Mgmt | For | For | For | ||
Whirlpool Corporation | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
WHR | CUSIP 963320106 | 04/17/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Samuel R. Allen | Mgmt | For | For | For | ||
2 | Elect Marc R. Bitzer | Mgmt | For | For | For | ||
3 | Elect Greg Creed | Mgmt | For | For | For | ||
4 | Elect Gary T. DiCamillo | Mgmt | For | For | For | ||
5 | Elect Diane M. Dietz | Mgmt | For | For | For | ||
6 | Elect Gerri T. Elliott | Mgmt | For | For | For | ||
7 | Elect Jeff M. Fettig | Mgmt | For | For | For | ||
8 | Elect Michael F. Johnston | Mgmt | For | For | For | ||
9 | Elect John D. Liu | Mgmt | For | For | For | ||
10 | Elect James M. Loree | Mgmt | For | For | For | ||
11 | Elect Harish M. Manwani | Mgmt | For | For | For | ||
12 | Elect William D. Perez | Mgmt | For | For | For | ||
13 | Elect Larry O. Spencer | Mgmt | For | For | For | ||
14 | Elect Michael D. White | Mgmt | For | For | For | ||
15 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
16 | Ratification of Auditor | Mgmt | For | For | For | ||
17 | Approval of the 2018 Omnibus Stock and Incentive Plan | Mgmt | For | For | For | ||
Wynn Resorts, Limited | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
WYNN | CUSIP 983134107 | 05/16/2018 | Take No Action | ||||
Meeting Type | Country of Trade | ||||||
Proxy Contest | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Management Nominee John J. Hagenbuch | ShrHoldr | N/A | TNA | N/A | ||
1.2 | Elect Management Nominee Betsy Atkins | ShrHoldr | N/A | TNA | N/A | ||
1.3 | Elect Management Nominee Patricia Mulroy | ShrHoldr | N/A | TNA | N/A | ||
2 | Ratification of Auditor | Mgmt | N/A | TNA | N/A | ||
3 | Advisory Vote on Executive Compensation | Mgmt | N/A | TNA | N/A | ||
4 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | N/A | TNA | N/A | ||
Wynn Resorts, Limited | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
WYNN | CUSIP 983134107 | 05/16/2018 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Proxy Contest | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1.1 | Elect Betsy Atkins | Mgmt | For | For | For | ||
1.2 | Elect John J. Hagenbuch | Mgmt | For | For | For | ||
1.3 | Elect Patricia Mulroy | Mgmt | For | For | For | ||
2 | Ratification of Auditor | Mgmt | For | For | For | ||
3 | Advisory Vote on Executive Compensation | Mgmt | For | Against | Against | ||
4 | Shareholder Proposal Regarding Political Contributions and Expenditures Report | ShrHoldr | Against | Against | For | ||
Xilinx, Inc. | |||||||
Ticker | Security ID: | Meeting Date | Meeting Status | ||||
XLNX | CUSIP 983919101 | 08/09/2017 | Voted | ||||
Meeting Type | Country of Trade | ||||||
Annual | United States | ||||||
Issue No. | Description | Proponent | Mgmt Rec | Vote Cast | For/Agnst Mgmt | ||
1 | Elect Dennis Segers | Mgmt | For | For | For | ||
2 | Elect Moshe N. Gavrielov | Mgmt | For | For | For | ||
3 | Elect Saar Gillai | Mgmt | For | For | For | ||
4 | Elect Ronald Jankov | Mgmt | For | For | For | ||
5 | Elect Thomas H. Lee | Mgmt | For | For | For | ||
6 | Elect J. Michael Patterson | Mgmt | For | For | For | ||
7 | Elect Albert A. Pimentel | Mgmt | For | For | For | ||
8 | Elect Marshall C. Turner, Jr. | Mgmt | For | For | For | ||
9 | Elect Elizabeth W. Vanderslice | Mgmt | For | For | For | ||
10 | Amendment to the Employee Qualified Stock Purchase Plan | Mgmt | For | For | For | ||
11 | Amendment to the 2007 Equity Incentive Plan | Mgmt | For | Against | Against | ||
12 | Frequency of Advisory Vote on Executive Compensation | Mgmt | 1 Year | 1 Year | For | ||
13 | Advisory Vote on Executive Compensation | Mgmt | For | For | For | ||
14 | Ratification of Auditor | Mgmt | For | For | For |
SIGNATURE
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.
WASHINGTON MUTUAL INVESTORS FUND
(Registrant)
By /s/ Paul F. Roye |
Paul F. Roye, Executive Vice President and Principal Executive Officer |
Date: August 30, 2018 |