UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY
Investment Company Act file number 811-21233
PARADIGM FUNDS
(Exact name of registrant as specified in charter)
Nine Elk Street, Albany, NY 12207-1002
(Address of principal executive offices) (Zip code)
Robert A. Benton
Paradigm Funds
Nine Elk Street, Albany, NY 12207-1002
(Name and address of agent for service)
Registrant's telephone number, including area code: (518) 431-3500
Date of fiscal year end: December 31
Date of reporting period: July 1, 2019 – June 30, 2020
Form N-PX is to be used by a registered management investment company, other than a small business investment company registered on Form N-5 (§§ 239.24 and 274.5 of this chapter), to file reports with the Commission, not later than August 31 of each year, containing the registrant’s proxy voting record for the most recent twelve-month period ended June 30, pursuant to section 30 of the Investment Company Act of 1940 and rule 30b1-4 thereunder (17 CFR 270.30b1-4). The Commission may use the information provided on Form N-PX in its regulatory, disclosure review, inspection, and policymaking notes.
A registrant is required to disclose the information specified by Form N-PX, and the Commission will make this information public. A registrant is not required to respond to the collection of information contained in Form N-PX unless the Form displays a currently valid Office of Management and Budget (“OMB”) control number. Please direct comments concerning the accuracy of the information collection burden estimate and any suggestions for reducing the burden to the Secretary, Securities and Exchange Commission, 450 Fifth Street, NW, Washington, DC 20549-0609. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. § 3507.
ITEM 1. PROXY VOTING RECORD:
Disclose the following information for each matter relating to a portfolio security considered at any shareholder meeting held during the period covered by the report and with respect to which the registrant was entitled to vote:
(a). The name of the issuer of the portfolio security;
(b). The exchange ticker symbol of the portfolio security;
I. The Council on Uniform Securities Identification Procedures (“CUSIP”) number for the portfolio security;
(d). The shareholder meeting date;
I. A brief identification of the matter voted on;
(f). Whether the matter was proposed by the issuer or by a security holder;
(g). Whether the Registrant cast its vote on the matter;
(h). How the Registrant cast its vote (e.g., for or against proposal, or abstain; for or withhold regarding
election of directors); and
(i). Whether the Registrant cast its vote for or against management.
Account Name: PARADIGM VALUE FUND
Custodial Bank: U.S. BANK, N.A.
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 20,400 | 74736K101 | 1.1 | Elect Director Ralph G. Quinsey | Mgmt | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 20,400 | 74736K101 | 1.2 | Elect Director Robert A. Bruggeworth | Mgmt | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 20,400 | 74736K101 | 1.3 | Elect Director Jeffery R. Gardner | Mgmt | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 20,400 | 74736K101 | 1.4 | Elect Director John R. Harding | Mgmt | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 20,400 | 74736K101 | 1.5 | Elect Director David H. Y. Ho | Mgmt | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 20,400 | 74736K101 | 1.6 | Elect Director Roderick D. Nelson | Mgmt | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 20,400 | 74736K101 | 1.7 | Elect Director Walden C. Rhines | Mgmt | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 20,400 | 74736K101 | 1.8 | Elect Director Susan L. Spradley | Mgmt | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 20,400 | 74736K101 | 1.9 | Elect Director Walter H. Wilkinson, Jr. | Mgmt | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 20,400 | 74736K101 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 20,400 | 74736K101 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,000 | 030506109 | 1.1 | Elect Director Andrew B. Cogan | Mgmt | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,000 | 030506109 | 1.2 | Elect Director James G. Davis, Jr. | Mgmt | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,000 | 030506109 | 1.3 | Elect Director S. Cary Dunston | Mgmt | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,000 | 030506109 | 1.4 | Elect Director Martha M. Hayes | Mgmt | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,000 | 030506109 | 1.5 | Elect Director Daniel T. Hendrix | Mgmt | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,000 | 030506109 | 1.6 | Elect Director Teresa M. May | Mgmt | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,000 | 030506109 | 1.7 | Elect Director Carol B. Moerdyk | Mgmt | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,000 | 030506109 | 1.8 | Elect Director David W. Moon | Mgmt | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,000 | 030506109 | 1.9 | Elect Director Vance W. Tang | Mgmt | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,000 | 030506109 | 2 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,000 | 030506109 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Wesco Aircraft Holdings, Inc. | WAIR | 10/24/2019 | Special | 40,000 | 950814103 | 1 | Approve Merger Agreement | Mgmt | For | For |
Wesco Aircraft Holdings, Inc. | WAIR | 10/24/2019 | Special | 40,000 | 950814103 | 2 | Adjourn Meeting | Mgmt | For | For |
Wesco Aircraft Holdings, Inc. | WAIR | 10/24/2019 | Special | 40,000 | 950814103 | 3 | Advisory Vote on Golden Parachutes | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
LegacyTexas Financial Group, Inc. | LTXB | 10/28/2019 | Special | 16,000 | 52471Y106 | 1 | Approve Merger Agreement | Mgmt | For | For |
LegacyTexas Financial Group, Inc. | LTXB | 10/28/2019 | Special | 16,000 | 52471Y106 | 2 | Advisory Vote on Golden Parachutes | Mgmt | For | Against |
LegacyTexas Financial Group, Inc. | LTXB | 10/28/2019 | Special | 16,000 | 52471Y106 | 3 | Adjourn Meeting | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 76,800 | 576853105 | 1.1 | Elect Director Martha Z. Carnes | Mgmt | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 76,800 | 576853105 | 1.2 | Elect Director John D. Chandler | Mgmt | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 76,800 | 576853105 | 1.3 | Elect Director John W. Gibson | Mgmt | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 76,800 | 576853105 | 1.4 | Elect Director John R. Hewitt | Mgmt | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 76,800 | 576853105 | 1.5 | Elect Director Liane K. Hinrichs | Mgmt | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 76,800 | 576853105 | 1.6 | Elect Director James H. Miller | Mgmt | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 76,800 | 576853105 | 1.7 | Elect Director Jim W. Mogg | Mgmt | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 76,800 | 576853105 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 76,800 | 576853105 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 110,000 | 30226D106 | 1.1 | Elect Director Charles P. Carinalli | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 110,000 | 30226D106 | 1.2 | Elect Director Kathleen M. Holmgren | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 110,000 | 30226D106 | 1.3 | Elect Director Rajendra Khanna | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 110,000 | 30226D106 | 1.4 | Elect Director Edward H. Kennedy | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 110,000 | 30226D106 | 1.5 | Elect Director Edward B. Meyercord | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 110,000 | 30226D106 | 1.6 | Elect Director John C. Shoemaker | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 110,000 | 30226D106 | 1.7 | Elect Director Ingrid J. Burton | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 110,000 | 30226D106 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 110,000 | 30226D106 | 3 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 110,000 | 30226D106 | 4 | Amend NOL Rights Plan (NOL Pill) | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 110,000 | 30226D106 | 5 | Amend Omnibus Stock Plan | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
II-VI Incorporated | IIVI | 11/12/2019 | Annual | 20,000 | 902104108 | 1a | Elect Director Francis J. Kramer | Mgmt | For | For |
II-VI Incorporated | IIVI | 11/12/2019 | Annual | 20,000 | 902104108 | 1b | Elect Director Shaker Sadasivam | Mgmt | For | For |
II-VI Incorporated | IIVI | 11/12/2019 | Annual | 20,000 | 902104108 | 1c | Elect Director Enrico Digirolamo | Mgmt | For | For |
II-VI Incorporated | IIVI | 11/12/2019 | Annual | 20,000 | 902104108 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
II-VI Incorporated | IIVI | 11/12/2019 | Annual | 20,000 | 902104108 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 10,000 | 55024U109 | 1a | Elect Director Penelope A. Herscher | Mgmt | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 10,000 | 55024U109 | 1b | Elect Director Harold L. Covert | Mgmt | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 10,000 | 55024U109 | 1c | Elect Director Julia S. Johnson | Mgmt | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 10,000 | 55024U109 | 1d | Elect Director Brian J. Lillie | Mgmt | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 10,000 | 55024U109 | 1e | Elect Director Alan S. Lowe | Mgmt | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 10,000 | 55024U109 | 1f | Elect Director Ian S. Small | Mgmt | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 10,000 | 55024U109 | 1g | Elect Director Samuel F. Thomas | Mgmt | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 10,000 | 55024U109 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 10,000 | 55024U109 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
A10 Networks, Inc. | ATEN | 12/04/2019 | Annual | 124,300 | 002121101 | 1a | Elect Director Tor R. Braham | Mgmt | For | For |
A10 Networks, Inc. | ATEN | 12/04/2019 | Annual | 124,300 | 002121101 | 1b | Elect Director Peter Y. Chung | Mgmt | For | For |
A10 Networks, Inc. | ATEN | 12/04/2019 | Annual | 124,300 | 002121101 | 1c | Elect Director Phillip J. Salsbury | Mgmt | For | For |
A10 Networks, Inc. | ATEN | 12/04/2019 | Annual | 124,300 | 002121101 | 1d | Elect Director Eric Singer | Mgmt | For | For |
A10 Networks, Inc. | ATEN | 12/04/2019 | Annual | 124,300 | 002121101 | 2a | Eliminate Supermajority Voting Provisions to Amend Governance Documents | Mgmt | For | For |
A10 Networks, Inc. | ATEN | 12/04/2019 | Annual | 124,300 | 002121101 | 2b | Eliminate Supermajority Voting Provision to Remove Directors | Mgmt | For | For |
A10 Networks, Inc. | ATEN | 12/04/2019 | Annual | 124,300 | 002121101 | 3 | Ratify Armanino LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Fabrinet | FN | 12/12/2019 | Annual | 6,000 | G3323L100 | 1.1 | Elect Director Homa Bahrami | Mgmt | For | For |
Fabrinet | FN | 12/12/2019 | Annual | 6,000 | G3323L100 | 1.2 | Elect Director Gregory P. Dougherty | Mgmt | For | For |
Fabrinet | FN | 12/12/2019 | Annual | 6,000 | G3323L100 | 1.3 | Elect Director Rollance E. Olson | Mgmt | For | For |
Fabrinet | FN | 12/12/2019 | Annual | 6,000 | G3323L100 | 2 | Approve Omnibus Stock Plan | Mgmt | For | For |
Fabrinet | FN | 12/12/2019 | Annual | 6,000 | G3323L100 | 3 | Ratify PricewaterhouseCoopers ABAS Ltd. as Auditors | Mgmt | For | For |
Fabrinet | FN | 12/12/2019 | Annual | 6,000 | G3323L100 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Jabil Inc. | JBL | 01/23/2020 | Annual | 15,000 | 466313103 | 1.1 | Elect Director Anousheh Ansari | Mgmt | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 15,000 | 466313103 | 1.2 | Elect Director Martha F. Brooks | Mgmt | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 15,000 | 466313103 | 1.3 | Elect Director Christopher S. Holland | Mgmt | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 15,000 | 466313103 | 1.4 | Elect Director Timothy L. Main | Mgmt | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 15,000 | 466313103 | 1.5 | Elect Director Mark T. Mondello | Mgmt | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 15,000 | 466313103 | 1.6 | Elect Director John C. Plant | Mgmt | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 15,000 | 466313103 | 1.7 | Elect Director Steven A. Raymund | Mgmt | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 15,000 | 466313103 | 1.8 | Elect Director Thomas A. Sansone | Mgmt | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 15,000 | 466313103 | 1.9 | Elect Director David M. Stout | Mgmt | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 15,000 | 466313103 | 1.10 | Elect Director Kathleen A. Walters | Mgmt | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 15,000 | 466313103 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 15,000 | 466313103 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Brooks Automation, Inc. | BRKS | 01/24/2020 | Annual | 39,600 | 114340102 | 1.1 | Elect Director A. Clinton Allen | Mgmt | For | For |
Brooks Automation, Inc. | BRKS | 01/24/2020 | Annual | 39,600 | 114340102 | 1.2 | Elect Director Robyn C. Davis | Mgmt | For | For |
Brooks Automation, Inc. | BRKS | 01/24/2020 | Annual | 39,600 | 114340102 | 1.3 | Elect Director Joseph R. Martin | Mgmt | For | For |
Brooks Automation, Inc. | BRKS | 01/24/2020 | Annual | 39,600 | 114340102 | 1.4 | Elect Director Krishna G. Palepu | Mgmt | For | For |
Brooks Automation, Inc. | BRKS | 01/24/2020 | Annual | 39,600 | 114340102 | 1.5 | Elect Director Michael Rosenblatt | Mgmt | For | For |
Brooks Automation, Inc. | BRKS | 01/24/2020 | Annual | 39,600 | 114340102 | 1.6 | Elect Director Stephen S. Schwartz | Mgmt | For | For |
Brooks Automation, Inc. | BRKS | 01/24/2020 | Annual | 39,600 | 114340102 | 1.7 | Elect Director Alfred Woollacott, III | Mgmt | For | For |
Brooks Automation, Inc. | BRKS | 01/24/2020 | Annual | 39,600 | 114340102 | 1.8 | Elect Director Mark S. Wrighton | Mgmt | For | For |
Brooks Automation, Inc. | BRKS | 01/24/2020 | Annual | 39,600 | 114340102 | 1.9 | Elect Director Ellen M. Zane | Mgmt | For | For |
Brooks Automation, Inc. | BRKS | 01/24/2020 | Annual | 39,600 | 114340102 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Brooks Automation, Inc. | BRKS | 01/24/2020 | Annual | 39,600 | 114340102 | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Ribbon Communications Inc. | RBBN | 01/27/2020 | Special | 100,000 | 762544104 | 1 | Issue Shares in Connection with Merger | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 01/27/2020 | Special | 100,000 | 762544104 | 2 | Adjourn Meeting | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Kulicke & Soffa Industries, Inc. | KLIC | 02/18/2020 | Annual | 61,600 | 501242101 | 1a | Elect Director Mui Sung Yeo | Mgmt | For | For |
Kulicke & Soffa Industries, Inc. | KLIC | 02/18/2020 | Annual | 61,600 | 501242101 | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For |
Kulicke & Soffa Industries, Inc. | KLIC | 02/18/2020 | Annual | 61,600 | 501242101 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 1.1 | Elect Director Kevin Murai | Mgmt | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 1.2 | Elect Director Dwight Steffensen | Mgmt | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 1.3 | Elect Director Dennis Polk | Mgmt | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 1.4 | Elect Director Fred Breidenbach | Mgmt | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 1.5 | Elect Director Laurie Simon Hodrick | Mgmt | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 1.6 | Elect Director Hau Lee | Mgmt | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 1.7 | Elect Director Matthew Miau | Mgmt | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 1.8 | Elect Director Gregory Quesnel | Mgmt | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 1.9 | Elect Director Ann Vezina | Mgmt | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 1.10 | Elect Director Thomas Wurster | Mgmt | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 1.11 | Elect Director Duane Zitzner | Mgmt | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 1.12 | Elect Director Andrea Zulberti | Mgmt | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 3 | Approve Omnibus Stock Plan | Mgmt | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,832 | 87162W100 | 4 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Prosperity Bancshares, Inc. | PB | 04/21/2020 | Annual | 8,448 | 743606105 | 1.1 | Elect Director Kevin J. Hanigan | Mgmt | For | For |
Prosperity Bancshares, Inc. | PB | 04/21/2020 | Annual | 8,448 | 743606105 | 1.2 | Elect Director William T. Luedke, IV | Mgmt | For | For |
Prosperity Bancshares, Inc. | PB | 04/21/2020 | Annual | 8,448 | 743606105 | 1.3 | Elect Director Perry Mueller, Jr. | Mgmt | For | For |
Prosperity Bancshares, Inc. | PB | 04/21/2020 | Annual | 8,448 | 743606105 | 1.4 | Elect Director Harrison Stafford, II | Mgmt | For | For |
Prosperity Bancshares, Inc. | PB | 04/21/2020 | Annual | 8,448 | 743606105 | 1.5 | Elect Director Bruce W. Hunt | Mgmt | For | For |
Prosperity Bancshares, Inc. | PB | 04/21/2020 | Annual | 8,448 | 743606105 | 1.6 | Elect Director George A. Fisk | Mgmt | For | For |
Prosperity Bancshares, Inc. | PB | 04/21/2020 | Annual | 8,448 | 743606105 | 2 | Approve Omnibus Stock Plan | Mgmt | For | For |
Prosperity Bancshares, Inc. | PB | 04/21/2020 | Annual | 8,448 | 743606105 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Prosperity Bancshares, Inc. | PB | 04/21/2020 | Annual | 8,448 | 743606105 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 21,700 | 81725T100 | 1.1 | Elect Director Joseph Carleone | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 21,700 | 81725T100 | 1.2 | Elect Director Edward H. Cichurski | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 21,700 | 81725T100 | 1.3 | Elect Director Mario Ferruzzi | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 21,700 | 81725T100 | 1.4 | Elect Director Carol R. Jackson | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 21,700 | 81725T100 | 1.5 | Elect Director Donald W. Landry | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 21,700 | 81725T100 | 1.6 | Elect Director Paul Manning | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 21,700 | 81725T100 | 1.7 | Elect Director Deborah McKeithan-Gebhardt | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 21,700 | 81725T100 | 1.8 | Elect Director Scott C. Morrison | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 21,700 | 81725T100 | 1.9 | Elect Director Elaine R. Wedral | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 21,700 | 81725T100 | 1.10 | Elect Director Essie Whitelaw | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 21,700 | 81725T100 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 21,700 | 81725T100 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
GATX Corporation | GATX | 04/24/2020 | Annual | 15,400 | 361448103 | 1.1 | Elect Director Diane M. Aigotti | Mgmt | For | For |
GATX Corporation | GATX | 04/24/2020 | Annual | 15,400 | 361448103 | 1.2 | Elect Director Anne L. Arvia | Mgmt | For | For |
GATX Corporation | GATX | 04/24/2020 | Annual | 15,400 | 361448103 | 1.3 | Elect Director Ernst A. Haberli | Mgmt | For | For |
GATX Corporation | GATX | 04/24/2020 | Annual | 15,400 | 361448103 | 1.4 | Elect Director Brian A. Kenney | Mgmt | For | For |
GATX Corporation | GATX | 04/24/2020 | Annual | 15,400 | 361448103 | 1.5 | Elect Director James B. Ream | Mgmt | For | For |
GATX Corporation | GATX | 04/24/2020 | Annual | 15,400 | 361448103 | 1.6 | Elect Director Adam L. Stanley | Mgmt | For | For |
GATX Corporation | GATX | 04/24/2020 | Annual | 15,400 | 361448103 | 1.7 | Elect Director David S. Sutherland | Mgmt | For | For |
GATX Corporation | GATX | 04/24/2020 | Annual | 15,400 | 361448103 | 1.8 | Elect Director Stephen R. Wilson | Mgmt | For | For |
GATX Corporation | GATX | 04/24/2020 | Annual | 15,400 | 361448103 | 1.9 | Elect Director Paul G. Yovovich | Mgmt | For | For |
GATX Corporation | GATX | 04/24/2020 | Annual | 15,400 | 361448103 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
GATX Corporation | GATX | 04/24/2020 | Annual | 15,400 | 361448103 | 3 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Kforce Inc. | KFRC | 04/28/2020 | Annual | 44,400 | 493732101 | 1.1 | Elect Director Ann E. Dunwoody | Mgmt | For | For |
Kforce Inc. | KFRC | 04/28/2020 | Annual | 44,400 | 493732101 | 1.2 | Elect Director N. John Simmons | Mgmt | For | For |
Kforce Inc. | KFRC | 04/28/2020 | Annual | 44,400 | 493732101 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Kforce Inc. | KFRC | 04/28/2020 | Annual | 44,400 | 493732101 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Kforce Inc. | KFRC | 04/28/2020 | Annual | 44,400 | 493732101 | 4 | Approve Omnibus Stock Plan | Mgmt | For | Against |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 18,500 | 714046109 | 1a | Elect Director Peter Barrett | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 18,500 | 714046109 | 1b | Elect Director Samuel R. Chapin | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 18,500 | 714046109 | 1c | Elect Director Sylvie Gregoire | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 18,500 | 714046109 | 1d | Elect Director Alexis P. Michas | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 18,500 | 714046109 | 1e | Elect Director Prahlad R. Singh | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 18,500 | 714046109 | 1f | Elect Director Michel Vounatsos | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 18,500 | 714046109 | 1g | Elect Director Frank Witney | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 18,500 | 714046109 | 1h | Elect Director Pascale Witz | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 18,500 | 714046109 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 18,500 | 714046109 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Renasant Corporation | RNST | 04/28/2020 | Annual | 36,000 | 75970E107 | 1.1 | Elect Director Gary D. Butler | Mgmt | For | For |
Renasant Corporation | RNST | 04/28/2020 | Annual | 36,000 | 75970E107 | 1.2 | Elect Director Marshall H. Dickerson | Mgmt | For | For |
Renasant Corporation | RNST | 04/28/2020 | Annual | 36,000 | 75970E107 | 1.3 | Elect Director R. Rick Hart | Mgmt | For | For |
Renasant Corporation | RNST | 04/28/2020 | Annual | 36,000 | 75970E107 | 1.4 | Elect Director Richard L. Heyer, Jr. | Mgmt | For | For |
Renasant Corporation | RNST | 04/28/2020 | Annual | 36,000 | 75970E107 | 1.5 | Elect Director Michael D. Shmerling | Mgmt | For | For |
Renasant Corporation | RNST | 04/28/2020 | Annual | 36,000 | 75970E107 | 2 | Approve Omnibus Stock Plan | Mgmt | For | For |
Renasant Corporation | RNST | 04/28/2020 | Annual | 36,000 | 75970E107 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Renasant Corporation | RNST | 04/28/2020 | Annual | 36,000 | 75970E107 | 4 | Ratify HORNE LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Banner Corporation | BANR | 04/29/2020 | Annual | 23,000 | 06652V208 | 1.1 | Elect Director Mark J. Grescovich | Mgmt | For | For |
Banner Corporation | BANR | 04/29/2020 | Annual | 23,000 | 06652V208 | 1.2 | Elect Director David A. Klaue | Mgmt | For | For |
Banner Corporation | BANR | 04/29/2020 | Annual | 23,000 | 06652V208 | 1.3 | Elect Director Merline Saintil | Mgmt | For | For |
Banner Corporation | BANR | 04/29/2020 | Annual | 23,000 | 06652V208 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Banner Corporation | BANR | 04/29/2020 | Annual | 23,000 | 06652V208 | 3 | Ratify Moss Adams LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Primoris Services Corporation | PRIM | 05/01/2020 | Annual | 25,000 | 74164F103 | 1.1 | Elect Director Stephen C. Cook | Mgmt | For | For |
Primoris Services Corporation | PRIM | 05/01/2020 | Annual | 25,000 | 74164F103 | 1.2 | Elect Director David L. King | Mgmt | For | For |
Primoris Services Corporation | PRIM | 05/01/2020 | Annual | 25,000 | 74164F103 | 1.3 | Elect Director Carla S. Mashinski | Mgmt | For | For |
Primoris Services Corporation | PRIM | 05/01/2020 | Annual | 25,000 | 74164F103 | 1.4 | Elect Director Thomas E. McCormick | Mgmt | For | For |
Primoris Services Corporation | PRIM | 05/01/2020 | Annual | 25,000 | 74164F103 | 1.5 | Elect Director John P. Schauerman | Mgmt | For | For |
Primoris Services Corporation | PRIM | 05/01/2020 | Annual | 25,000 | 74164F103 | 1.6 | Elect Director Robert A. Tinstman | Mgmt | For | For |
Primoris Services Corporation | PRIM | 05/01/2020 | Annual | 25,000 | 74164F103 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Primoris Services Corporation | PRIM | 05/01/2020 | Annual | 25,000 | 74164F103 | 3 | Ratify Moss Adams LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 40,000 | 724479100 | 1a | Elect Director Anne M. Busquet | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 40,000 | 724479100 | 1b | Elect Director Robert M. ("Bob") Dutkowsky | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 40,000 | 724479100 | 1c | Elect Director Anne Sutherland Fuchs | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 40,000 | 724479100 | 1d | Elect Director Mary J. Steele Guilfoile | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 40,000 | 724479100 | 1e | Elect Director S. Douglas Hutcheson | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 40,000 | 724479100 | 1f | Elect Director Marc B. Lautenbach | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 40,000 | 724479100 | 1g | Elect Director Michael I. Roth | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 40,000 | 724479100 | 1h | Elect Director Linda S. Sanford | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 40,000 | 724479100 | 1i | Elect Director David L. Shedlarz | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 40,000 | 724479100 | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 40,000 | 724479100 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 40,000 | 724479100 | 4 | Amend Omnibus Stock Plan | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
National Bank Holdings Corporation | NBHC | 05/05/2020 | Annual | 14,936 | 633707104 | 1.1 | Elect Director Ralph W. Clermont | Mgmt | For | For |
National Bank Holdings Corporation | NBHC | 05/05/2020 | Annual | 14,936 | 633707104 | 1.2 | Elect Director Robert E. Dean | Mgmt | For | For |
National Bank Holdings Corporation | NBHC | 05/05/2020 | Annual | 14,936 | 633707104 | 1.3 | Elect Director Fred J. Joseph | Mgmt | For | For |
National Bank Holdings Corporation | NBHC | 05/05/2020 | Annual | 14,936 | 633707104 | 1.4 | Elect Director G. Timothy Laney | Mgmt | For | For |
National Bank Holdings Corporation | NBHC | 05/05/2020 | Annual | 14,936 | 633707104 | 1.5 | Elect Director Micho F. Spring | Mgmt | For | For |
National Bank Holdings Corporation | NBHC | 05/05/2020 | Annual | 14,936 | 633707104 | 1.6 | Elect Director Burney S. Warren, III | Mgmt | For | For |
National Bank Holdings Corporation | NBHC | 05/05/2020 | Annual | 14,936 | 633707104 | 1.7 | Elect Director Art Zeile | Mgmt | For | For |
National Bank Holdings Corporation | NBHC | 05/05/2020 | Annual | 14,936 | 633707104 | 2 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
National Bank Holdings Corporation | NBHC | 05/05/2020 | Annual | 14,936 | 633707104 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Ducommun Incorporated | DCO | 05/06/2020 | Annual | 10,000 | 264147109 | 1.1 | Elect Director Richard A. Baldridge | Mgmt | For | For |
Ducommun Incorporated | DCO | 05/06/2020 | Annual | 10,000 | 264147109 | 1.2 | Elect Director Stephen G. Oswald | Mgmt | For | For |
Ducommun Incorporated | DCO | 05/06/2020 | Annual | 10,000 | 264147109 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Ducommun Incorporated | DCO | 05/06/2020 | Annual | 10,000 | 264147109 | 3 | Approve Omnibus Stock Plan | Mgmt | For | For |
Ducommun Incorporated | DCO | 05/06/2020 | Annual | 10,000 | 264147109 | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Air Transport Services Group, Inc. | ATSG | 05/07/2020 | Annual | 61,000 | 00922R105 | 1a | Elect Director Richard M. Baudouin | Mgmt | For | For |
Air Transport Services Group, Inc. | ATSG | 05/07/2020 | Annual | 61,000 | 00922R105 | 1b | Elect Director Richard F. Corrado | Mgmt | For | For |
Air Transport Services Group, Inc. | ATSG | 05/07/2020 | Annual | 61,000 | 00922R105 | 1c | Elect Director Joseph C. Hete | Mgmt | For | For |
Air Transport Services Group, Inc. | ATSG | 05/07/2020 | Annual | 61,000 | 00922R105 | 1d | Elect Director Raymond E. Johns, Jr. | Mgmt | For | For |
Air Transport Services Group, Inc. | ATSG | 05/07/2020 | Annual | 61,000 | 00922R105 | 1e | Elect Director Laura J. Peterson | Mgmt | For | For |
Air Transport Services Group, Inc. | ATSG | 05/07/2020 | Annual | 61,000 | 00922R105 | 1f | Elect Director Randy D. Rademacher | Mgmt | For | For |
Air Transport Services Group, Inc. | ATSG | 05/07/2020 | Annual | 61,000 | 00922R105 | 1g | Elect Director J. Christopher Teets | Mgmt | For | For |
Air Transport Services Group, Inc. | ATSG | 05/07/2020 | Annual | 61,000 | 00922R105 | 1h | Elect Director Jeffrey J. Vorholt | Mgmt | For | For |
Air Transport Services Group, Inc. | ATSG | 05/07/2020 | Annual | 61,000 | 00922R105 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Air Transport Services Group, Inc. | ATSG | 05/07/2020 | Annual | 61,000 | 00922R105 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 18,400 | 48123V102 | 1a | Elect Director Richard S. Ressler | Mgmt | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 18,400 | 48123V102 | 1b | Elect Director Douglas Y. Bech | Mgmt | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 18,400 | 48123V102 | 1c | Elect Director Robert J. Cresci | Mgmt | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 18,400 | 48123V102 | 1d | Elect Director Sarah Fay | Mgmt | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 18,400 | 48123V102 | 1e | Elect Director W. Brian Kretzmer | Mgmt | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 18,400 | 48123V102 | 1f | Elect Director Jonathan F. Miller | Mgmt | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 18,400 | 48123V102 | 1g | Elect Director Stephen Ross | Mgmt | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 18,400 | 48123V102 | 1h | Elect Director Vivek Shah | Mgmt | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 18,400 | 48123V102 | 2 | Ratify BDO USA, LLP as Auditors | Mgmt | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 18,400 | 48123V102 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
JELD-WEN Holding, Inc. | JELD | 05/07/2020 | Annual | 20,000 | 47580P103 | 1 | Declassify the Board of Directors | Mgmt | For | For |
JELD-WEN Holding, Inc. | JELD | 05/07/2020 | Annual | 20,000 | 47580P103 | 2.1 | Elect Director Suzanne L. Stefany | Mgmt | For | For |
JELD-WEN Holding, Inc. | JELD | 05/07/2020 | Annual | 20,000 | 47580P103 | 2.2 | Elect Director Bruce M. Taten | Mgmt | For | For |
JELD-WEN Holding, Inc. | JELD | 05/07/2020 | Annual | 20,000 | 47580P103 | 2.3 | Elect Director Roderick C. Wendt | Mgmt | For | For |
JELD-WEN Holding, Inc. | JELD | 05/07/2020 | Annual | 20,000 | 47580P103 | 3 | Eliminate Supermajority Vote Requirements | Mgmt | For | For |
JELD-WEN Holding, Inc. | JELD | 05/07/2020 | Annual | 20,000 | 47580P103 | 4 | Provide Right to Call Special Meeting | Mgmt | For | For |
JELD-WEN Holding, Inc. | JELD | 05/07/2020 | Annual | 20,000 | 47580P103 | 5 | Provide Right to Act by Written Consent | Mgmt | For | For |
JELD-WEN Holding, Inc. | JELD | 05/07/2020 | Annual | 20,000 | 47580P103 | 6 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
JELD-WEN Holding, Inc. | JELD | 05/07/2020 | Annual | 20,000 | 47580P103 | 7 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Kadant Inc. | KAI | 05/12/2020 | Annual | 3,500 | 48282T104 | 1.1 | Elect Director John M. Albertine | Mgmt | For | For |
Kadant Inc. | KAI | 05/12/2020 | Annual | 3,500 | 48282T104 | 1.2 | Elect Director Thomas C. Leonard | Mgmt | For | For |
Kadant Inc. | KAI | 05/12/2020 | Annual | 3,500 | 48282T104 | 2 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For |
Kadant Inc. | KAI | 05/12/2020 | Annual | 3,500 | 48282T104 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Kadant Inc. | KAI | 05/12/2020 | Annual | 3,500 | 48282T104 | 4 | Approve the Issuance of Restricted Stock Units to Non-Employee Directors | Mgmt | For | For |
Kadant Inc. | KAI | 05/12/2020 | Annual | 3,500 | 48282T104 | 5 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Calix, Inc. | CALX | 05/13/2020 | Annual | 80,000 | 13100M509 | 1.1 | Elect Director Kathy Crusco | Mgmt | For | For |
Calix, Inc. | CALX | 05/13/2020 | Annual | 80,000 | 13100M509 | 1.2 | Elect Director Kevin DeNuccio | Mgmt | For | For |
Calix, Inc. | CALX | 05/13/2020 | Annual | 80,000 | 13100M509 | 1.3 | Elect Director Michael Everett | Mgmt | For | For |
Calix, Inc. | CALX | 05/13/2020 | Annual | 80,000 | 13100M509 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For |
Calix, Inc. | CALX | 05/13/2020 | Annual | 80,000 | 13100M509 | 3 | Amend Nonqualified Employee Stock Purchase Plan | Mgmt | For | For |
Calix, Inc. | CALX | 05/13/2020 | Annual | 80,000 | 13100M509 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Calix, Inc. | CALX | 05/13/2020 | Annual | 80,000 | 13100M509 | 5 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
First Merchants Corporation | FRME | 05/13/2020 | Annual | 38,000 | 320817109 | 1.1 | Elect Director H. Douglas Chaffin | Mgmt | For | For |
First Merchants Corporation | FRME | 05/13/2020 | Annual | 38,000 | 320817109 | 1.2 | Elect Director Michael J. Fisher | Mgmt | For | For |
First Merchants Corporation | FRME | 05/13/2020 | Annual | 38,000 | 320817109 | 1.3 | Elect Director Clark C. Kellogg, Jr. | Mgmt | For | For |
First Merchants Corporation | FRME | 05/13/2020 | Annual | 38,000 | 320817109 | 1.4 | Elect Director Gary J. Lehman | Mgmt | For | For |
First Merchants Corporation | FRME | 05/13/2020 | Annual | 38,000 | 320817109 | 1.5 | Elect Director Michael C. Marhenke | Mgmt | For | For |
First Merchants Corporation | FRME | 05/13/2020 | Annual | 38,000 | 320817109 | 1.6 | Elect Director Jean L. Wojtowicz | Mgmt | For | For |
First Merchants Corporation | FRME | 05/13/2020 | Annual | 38,000 | 320817109 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
First Merchants Corporation | FRME | 05/13/2020 | Annual | 38,000 | 320817109 | 3 | Ratify BKD, LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 12,650 | 59522J103 | 1a | Elect Director H. Eric Bolton, Jr. | Mgmt | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 12,650 | 59522J103 | 1b | Elect Director Russell R. French | Mgmt | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 12,650 | 59522J103 | 1c | Elect Director Alan B. Graf, Jr. | Mgmt | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 12,650 | 59522J103 | 1d | Elect Director Toni Jennings | Mgmt | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 12,650 | 59522J103 | 1e | Elect Director James K. Lowder | Mgmt | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 12,650 | 59522J103 | 1f | Elect Director Thomas H. Lowder | Mgmt | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 12,650 | 59522J103 | 1g | Elect Director Monica McGurk | Mgmt | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 12,650 | 59522J103 | 1h | Elect Director Claude B. Nielsen | Mgmt | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 12,650 | 59522J103 | 1i | Elect Director Philip W. Norwood | Mgmt | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 12,650 | 59522J103 | 1j | Elect Director W. Reid Sanders | Mgmt | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 12,650 | 59522J103 | 1k | Elect Director Gary Shorb | Mgmt | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 12,650 | 59522J103 | 1l | Elect Director David P. Stockert | Mgmt | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 12,650 | 59522J103 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 12,650 | 59522J103 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Summit Materials, Inc. | SUM | 05/19/2020 | Annual | 53,000 | 86614U100 | 1.1 | Elect Director John R. Murphy | Mgmt | For | For |
Summit Materials, Inc. | SUM | 05/19/2020 | Annual | 53,000 | 86614U100 | 1.2 | Elect Director Steven H. Wunning | Mgmt | For | For |
Summit Materials, Inc. | SUM | 05/19/2020 | Annual | 53,000 | 86614U100 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Summit Materials, Inc. | SUM | 05/19/2020 | Annual | 53,000 | 86614U100 | 3 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1A | Elect Director Maxine Clark | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1B | Elect Director Alan D. Feldman | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1C | Elect Director Richard A. Johnson | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1D | Elect Director Guillermo G. Marmol | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1E | Elect Director Matthew M. McKenna | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1F | Elect Director Darlene Nicosia | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1G | Elect Director Steven Oakland | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1H | Elect Director Ulice Payne, Jr. | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1I | Elect Director Kimberly Underhill | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1J | Elect Director Tristan Walker | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1K | Elect Director Dona D. Young | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 3 | Ratify KPMG LLP as Auditor | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.1 | Elect Director Richard E. Allen | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.2 | Elect Director Bruce W. Armstrong | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.3 | Elect Director Linda Breard | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.4 | Elect Director Timothy A. Crown | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.5 | Elect Director Catherine Courage | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.6 | Elect Director Anthony A. Ibarguen | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.7 | Elect Director Kenneth T. Lamneck | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.8 | Elect Director Kathleen S. Pushor | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.9 | Elect Director Girish Rishi | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 3 | Approve Omnibus Stock Plan | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 4 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 20,000 | 01988P108 | 1A | Elect Director Mara G. Aspinall | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 20,000 | 01988P108 | 1B | Elect Director Paul M. Black | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 20,000 | 01988P108 | 1C | Elect Director P. Gregory Garrison | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 20,000 | 01988P108 | 1D | Elect Director Jonathan J. Judge | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 20,000 | 01988P108 | 1E | Elect Director Michael A. Klayko | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 20,000 | 01988P108 | 1F | Elect Director Dave B. Stevens | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 20,000 | 01988P108 | 1G | Elect Director David D. Stevens | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 20,000 | 01988P108 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 20,000 | 01988P108 | 3 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 20,000 | 01988P108 | 4 | Ratify Grant Thornton LLP as Auditors | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 20,000 | 01988P108 | 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Omnicell, Inc. | OMCL | 05/26/2020 | Annual | 6,000 | 68213N109 | 1.1 | Elect Director Joanne B. Bauer | Mgmt | For | For |
Omnicell, Inc. | OMCL | 05/26/2020 | Annual | 6,000 | 68213N109 | 1.2 | Elect Director Robin G. Seim | Mgmt | For | For |
Omnicell, Inc. | OMCL | 05/26/2020 | Annual | 6,000 | 68213N109 | 1.3 | Elect Director Sara J. White | Mgmt | For | For |
Omnicell, Inc. | OMCL | 05/26/2020 | Annual | 6,000 | 68213N109 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Omnicell, Inc. | OMCL | 05/26/2020 | Annual | 6,000 | 68213N109 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
A10 Networks, Inc. | ATEN | 05/27/2020 | Annual | 124,300 | 002121101 | 1a | Elect Director Tor R. Braham | Mgmt | For | For |
A10 Networks, Inc. | ATEN | 05/27/2020 | Annual | 124,300 | 002121101 | 1b | Elect Director Peter Y. Chung | Mgmt | For | For |
A10 Networks, Inc. | ATEN | 05/27/2020 | Annual | 124,300 | 002121101 | 1c | Elect Director J. Michael Dodson | Mgmt | For | For |
A10 Networks, Inc. | ATEN | 05/27/2020 | Annual | 124,300 | 002121101 | 1d | Elect Director Eric Singer | Mgmt | For | For |
A10 Networks, Inc. | ATEN | 05/27/2020 | Annual | 124,300 | 002121101 | 1e | Elect Director Dhrupad Trivedi | Mgmt | For | For |
A10 Networks, Inc. | ATEN | 05/27/2020 | Annual | 124,300 | 002121101 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
A10 Networks, Inc. | ATEN | 05/27/2020 | Annual | 124,300 | 002121101 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year |
A10 Networks, Inc. | ATEN | 05/27/2020 | Annual | 124,300 | 002121101 | 4 | Ratify Armanino LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 60,000 | 749397105 | 1.1 | Elect Director Michael C. Feiner | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 60,000 | 749397105 | 1.2 | Elect Director Joseph G. Flanagan | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 60,000 | 749397105 | 1.3 | Elect Director John B. Henneman, III | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 60,000 | 749397105 | 1.4 | Elect Director Alex J. Mandl | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 60,000 | 749397105 | 1.5 | Elect Director Neal Moszkowski | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 60,000 | 749397105 | 1.6 | Elect Director Ian Sacks | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 60,000 | 749397105 | 1.7 | Elect Director Jill Smith | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 60,000 | 749397105 | 1.8 | Elect Director Anthony J. Speranzo | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 60,000 | 749397105 | 1.9 | Elect Director Anthony R. Tersigni | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 60,000 | 749397105 | 1.10 | Elect Director Albert (Bert) R. Zimmerli | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 60,000 | 749397105 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 20,000 | 129500104 | 1.1 | Elect Director Mahendra R. Gupta | Mgmt | For | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 20,000 | 129500104 | 1.2 | Elect Director Carla C. Hendra | Mgmt | For | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 20,000 | 129500104 | 1.3 | Elect Director Wenda Harris Millard | Mgmt | For | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 20,000 | 129500104 | 2 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 20,000 | 129500104 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 20,000 | 129500104 | 4 | Declassify the Board of Directors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
The Ensign Group, Inc. | ENSG | 05/28/2020 | Annual | 10,000 | 29358P101 | 1.1 | Elect Director Roy E. Christensen | Mgmt | For | For |
The Ensign Group, Inc. | ENSG | 05/28/2020 | Annual | 10,000 | 29358P101 | 1.2 | Elect Director Barry M. Smith | Mgmt | For | For |
The Ensign Group, Inc. | ENSG | 05/28/2020 | Annual | 10,000 | 29358P101 | 1.3 | Elect Director Swati B. Abbott | Mgmt | For | For |
The Ensign Group, Inc. | ENSG | 05/28/2020 | Annual | 10,000 | 29358P101 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
The Ensign Group, Inc. | ENSG | 05/28/2020 | Annual | 10,000 | 29358P101 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
NeoPhotonics Corporation | NPTN | 06/02/2020 | Annual | 40,000 | 64051T100 | 1.1 | Elect Director Timothy S. Jenks | Mgmt | For | For |
NeoPhotonics Corporation | NPTN | 06/02/2020 | Annual | 40,000 | 64051T100 | 1.2 | Elect Director Yanbing Li | Mgmt | For | For |
NeoPhotonics Corporation | NPTN | 06/02/2020 | Annual | 40,000 | 64051T100 | 2 | Ratify BDO USA, LLP as Auditors | Mgmt | For | For |
NeoPhotonics Corporation | NPTN | 06/02/2020 | Annual | 40,000 | 64051T100 | 3 | Approve Omnibus Stock Plan | Mgmt | For | For |
NeoPhotonics Corporation | NPTN | 06/02/2020 | Annual | 40,000 | 64051T100 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 100,000 | 762544104 | 1a | Elect Director R. Stewart Ewing, Jr. | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 100,000 | 762544104 | 1b | Elect Director Bruns H. Grayson | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 100,000 | 762544104 | 1c | Elect Director Beatriz V. Infante | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 100,000 | 762544104 | 1d | Elect Director Richard J. Lynch | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 100,000 | 762544104 | 1e | Elect Director Kent J. Mathy | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 100,000 | 762544104 | 1f | Elect Director Bruce W. McClelland | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 100,000 | 762544104 | 1g | Elect Director Krish A. Prabhu | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 100,000 | 762544104 | 1h | Elect Director Scott E. Schubert | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 100,000 | 762544104 | 1i | Elect Director Richard W. Smith | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 100,000 | 762544104 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 100,000 | 762544104 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 100,000 | 762544104 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 67,600 | 02553E106 | 1.1 | Elect Director Sujatha Chandrasekaran | Mgmt | For | For |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 67,600 | 02553E106 | 1.2 | Elect Director Jay L. Schottenstein | Mgmt | For | For |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 67,600 | 02553E106 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 67,600 | 02553E106 | 3 | Approve Omnibus Stock Plan | Mgmt | For | For |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 67,600 | 02553E106 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Vocera Communications, Inc. | VCRA | 06/05/2020 | Annual | 25,000 | 92857F107 | 1.1 | Elect Director Julie Iskow | Mgmt | For | For |
Vocera Communications, Inc. | VCRA | 06/05/2020 | Annual | 25,000 | 92857F107 | 1.2 | Elect Director Howard E. Janzen | Mgmt | For | For |
Vocera Communications, Inc. | VCRA | 06/05/2020 | Annual | 25,000 | 92857F107 | 1.3 | Elect Director Alexa King | Mgmt | For | For |
Vocera Communications, Inc. | VCRA | 06/05/2020 | Annual | 25,000 | 92857F107 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Vocera Communications, Inc. | VCRA | 06/05/2020 | Annual | 25,000 | 92857F107 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Vocera Communications, Inc. | VCRA | 06/05/2020 | Annual | 25,000 | 92857F107 | 4 | Approve Omnibus Stock Plan | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Express, Inc. | EXPR | 06/10/2020 | Annual | 170,800 | 30219E103 | 1a | Elect Director Michael Archbold | Mgmt | For | For |
Express, Inc. | EXPR | 06/10/2020 | Annual | 170,800 | 30219E103 | 1b | Elect Director Timothy Baxter | Mgmt | For | For |
Express, Inc. | EXPR | 06/10/2020 | Annual | 170,800 | 30219E103 | 1c | Elect Director Peter Swinburn | Mgmt | For | For |
Express, Inc. | EXPR | 06/10/2020 | Annual | 170,800 | 30219E103 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Express, Inc. | EXPR | 06/10/2020 | Annual | 170,800 | 30219E103 | 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For |
Express, Inc. | EXPR | 06/10/2020 | Annual | 170,800 | 30219E103 | 4 | Amend Omnibus Stock Plan | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 40,000 | 886885102 | 1.1 | Elect Director Hezy Shaked | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 40,000 | 886885102 | 1.2 | Elect Director Doug Collier | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 40,000 | 886885102 | 1.3 | Elect Director Seth Johnson | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 40,000 | 886885102 | 1.4 | Elect Director Janet E. Kerr | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 40,000 | 886885102 | 1.5 | Elect Director Edmond Thomas | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 40,000 | 886885102 | 1.6 | Elect Director Bernard Zeichner | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 40,000 | 886885102 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 40,000 | 886885102 | 3 | Ratify BDO USA, LLP as Auditors | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 40,000 | 886885102 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Blackstone Mortgage Trust, Inc. | BXMT | 06/11/2020 | Annual | 19,000 | 09257W100 | 1.1 | Elect Director Michael B. Nash | Mgmt | For | For |
Blackstone Mortgage Trust, Inc. | BXMT | 06/11/2020 | Annual | 19,000 | 09257W100 | 1.2 | Elect Director Stephen D. Plavin | Mgmt | For | For |
Blackstone Mortgage Trust, Inc. | BXMT | 06/11/2020 | Annual | 19,000 | 09257W100 | 1.3 | Elect Director Leonard W. Cotton | Mgmt | For | For |
Blackstone Mortgage Trust, Inc. | BXMT | 06/11/2020 | Annual | 19,000 | 09257W100 | 1.4 | Elect Director Thomas E. Dobrowski | Mgmt | For | For |
Blackstone Mortgage Trust, Inc. | BXMT | 06/11/2020 | Annual | 19,000 | 09257W100 | 1.5 | Elect Director Martin L. Edelman | Mgmt | For | For |
Blackstone Mortgage Trust, Inc. | BXMT | 06/11/2020 | Annual | 19,000 | 09257W100 | 1.6 | Elect Director Henry N. Nassau | Mgmt | For | For |
Blackstone Mortgage Trust, Inc. | BXMT | 06/11/2020 | Annual | 19,000 | 09257W100 | 1.7 | Elect Director Jonathan L. Pollack | Mgmt | For | For |
Blackstone Mortgage Trust, Inc. | BXMT | 06/11/2020 | Annual | 19,000 | 09257W100 | 1.8 | Elect Director Lynne B. Sagalyn | Mgmt | For | For |
Blackstone Mortgage Trust, Inc. | BXMT | 06/11/2020 | Annual | 19,000 | 09257W100 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Blackstone Mortgage Trust, Inc. | BXMT | 06/11/2020 | Annual | 19,000 | 09257W100 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 19,700 | 29084Q100 | 1a | Elect Director John W. Altmeyer | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 19,700 | 29084Q100 | 1b | Elect Director Anthony J. Guzzi | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 19,700 | 29084Q100 | 1c | Elect Director Richard F. Hamm, Jr. | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 19,700 | 29084Q100 | 1d | Elect Director David H. Laidley | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 19,700 | 29084Q100 | 1e | Elect Director Carol P. Lowe | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 19,700 | 29084Q100 | 1f | Elect Director M. Kevin McEvoy | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 19,700 | 29084Q100 | 1g | Elect Director William P. Reid | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 19,700 | 29084Q100 | 1h | Elect Director Steven B. Schwarzwaelder | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 19,700 | 29084Q100 | 1i | Elect Director Robin Walker-Lee | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 19,700 | 29084Q100 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 19,700 | 29084Q100 | 3 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 19,700 | 29084Q100 | 4 | Amend Restricted Stock Plan | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 19,700 | 29084Q100 | 5 | Provide Right to Act by Written Consent | SH | Against | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Tabula Rasa HealthCare, Inc. | TRHC | 06/12/2020 | Annual | 21,400 | 873379101 | 1.1 | Elect Director Jan Berger | Mgmt | For | For |
Tabula Rasa HealthCare, Inc. | TRHC | 06/12/2020 | Annual | 21,400 | 873379101 | 1.2 | Elect Director Kathrine O'Brien | Mgmt | For | For |
Tabula Rasa HealthCare, Inc. | TRHC | 06/12/2020 | Annual | 21,400 | 873379101 | 1.3 | Elect Director Michael Purcell | Mgmt | For | For |
Tabula Rasa HealthCare, Inc. | TRHC | 06/12/2020 | Annual | 21,400 | 873379101 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Tabula Rasa HealthCare, Inc. | TRHC | 06/12/2020 | Annual | 21,400 | 873379101 | 3 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 17,400 | 559079207 | 1.1 | Elect Director Steven J. Shulman | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 17,400 | 559079207 | 1.2 | Elect Director Swati Abbott | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 17,400 | 559079207 | 1.3 | Elect Director Kenneth J. Fasola | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 17,400 | 559079207 | 1.4 | Elect Director Peter A. Feld | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 17,400 | 559079207 | 1.5 | Elect Director G. Scott MacKenzie | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 17,400 | 559079207 | 1.6 | Elect Director Leslie V. Norwalk | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 17,400 | 559079207 | 1.7 | Elect Director Guy P. Sansone | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 17,400 | 559079207 | 1.8 | Elect Director Mural R. Josephson | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 17,400 | 559079207 | 1.9 | Elect Director Christopher J. Chen | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 17,400 | 559079207 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 17,400 | 559079207 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 17,400 | 559079207 | 4 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 1 | Approve Reclassification of Shares of Common Stock | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 2 | Amend Certificate of Incorporation | Mgmt | For | Against |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 3 | Restrict Right to Act by Written Consent | Mgmt | For | Against |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 4 | Amend Certificate of Incorporation to Change Company Name to Match Group, Inc. and to Rename the IAC Class M Common Stock | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 5 | Issue Shares in Connection with the Transaction Agreement | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 6 | Approve Stock Option Plan | Mgmt | For | Against |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 7 | Adjourn Meeting | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 8.1 | Elect Director Chelsea Clinton | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 8.2 | Elect Director Barry Diller | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 8.3 | Elect Director Michael D. Eisner | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 8.4 | Elect Director Bonnie S. Hammer | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 8.5 | Elect Director Victor A. Kaufman | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 8.6 | Elect Director Joseph Levin | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 8.7 | Elect Director Bryan Lourd | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 8.8 | Elect Director David Rosenblatt | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 8.9 | Elect Director Alan G. Spoon | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 8.10 | Elect Director Alexander von Furstenberg | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 8.11 | Elect Director Richard F. Zannino | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 9 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,900 | 44919P508 | 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
TPG RE Finance Trust, Inc. | TRTX | 06/30/2020 | Annual | 38,000 | 87266M107 | 1.1 | Elect Director Avi Banyasz | Mgmt | For | For |
TPG RE Finance Trust, Inc. | TRTX | 06/30/2020 | Annual | 38,000 | 87266M107 | 1.2 | Elect Director Greta Guggenheim | Mgmt | For | For |
TPG RE Finance Trust, Inc. | TRTX | 06/30/2020 | Annual | 38,000 | 87266M107 | 1.3 | Elect Director Kelvin Davis | Mgmt | For | For |
TPG RE Finance Trust, Inc. | TRTX | 06/30/2020 | Annual | 38,000 | 87266M107 | 1.4 | Elect Director Michael Gillmore | Mgmt | For | For |
TPG RE Finance Trust, Inc. | TRTX | 06/30/2020 | Annual | 38,000 | 87266M107 | 1.5 | Elect Director Wendy Silverstein | Mgmt | For | For |
TPG RE Finance Trust, Inc. | TRTX | 06/30/2020 | Annual | 38,000 | 87266M107 | 1.6 | Elect Director Bradley Smith | Mgmt | For | For |
TPG RE Finance Trust, Inc. | TRTX | 06/30/2020 | Annual | 38,000 | 87266M107 | 1.7 | Elect Director Gregory White | Mgmt | For | For |
TPG RE Finance Trust, Inc. | TRTX | 06/30/2020 | Annual | 38,000 | 87266M107 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
TPG RE Finance Trust, Inc. | TRTX | 06/30/2020 | Annual | 38,000 | 87266M107 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Account Name: PARADIGM SELECT FUND
Custodial Bank: U.S. BANK, N.A.
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Rexnord Corporation | RXN | 07/25/2019 | Annual | 12,000 | 76169B102 | 1.1 | Elect Director Mark S. Bartlett | Mgmt | For | For | For |
Rexnord Corporation | RXN | 07/25/2019 | Annual | 12,000 | 76169B102 | 1.2 | Elect Director David C. Longren | Mgmt | For | For | For |
Rexnord Corporation | RXN | 07/25/2019 | Annual | 12,000 | 76169B102 | 1.3 | Elect Director George C. Moore | Mgmt | For | For | For |
Rexnord Corporation | RXN | 07/25/2019 | Annual | 12,000 | 76169B102 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Rexnord Corporation | RXN | 07/25/2019 | Annual | 12,000 | 76169B102 | 3 | Amend Omnibus Stock Plan | Mgmt | For | For | For |
Rexnord Corporation | RXN | 07/25/2019 | Annual | 12,000 | 76169B102 | 4 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
EnerSys | ENS | 08/01/2019 | Annual | 8,000 | 29275Y102 | 1.1 | Elect Director Howard I. Hoffen | Mgmt | For | For | For |
EnerSys | ENS | 08/01/2019 | Annual | 8,000 | 29275Y102 | 1.2 | Elect Director David M. Shaffer | Mgmt | For | For | For |
EnerSys | ENS | 08/01/2019 | Annual | 8,000 | 29275Y102 | 1.3 | Elect Director Ronald P. Vargo | Mgmt | For | For | For |
EnerSys | ENS | 08/01/2019 | Annual | 8,000 | 29275Y102 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
EnerSys | ENS | 08/01/2019 | Annual | 8,000 | 29275Y102 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 11,200 | 74736K101 | 1.1 | Elect Director Ralph G. Quinsey | Mgmt | For | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 11,200 | 74736K101 | 1.2 | Elect Director Robert A. Bruggeworth | Mgmt | For | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 11,200 | 74736K101 | 1.3 | Elect Director Jeffery R. Gardner | Mgmt | For | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 11,200 | 74736K101 | 1.4 | Elect Director John R. Harding | Mgmt | For | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 11,200 | 74736K101 | 1.5 | Elect Director David H. Y. Ho | Mgmt | For | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 11,200 | 74736K101 | 1.6 | Elect Director Roderick D. Nelson | Mgmt | For | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 11,200 | 74736K101 | 1.7 | Elect Director Walden C. Rhines | Mgmt | For | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 11,200 | 74736K101 | 1.8 | Elect Director Susan L. Spradley | Mgmt | For | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 11,200 | 74736K101 | 1.9 | Elect Director Walter H. Wilkinson, Jr. | Mgmt | For | For | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 11,200 | 74736K101 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Qorvo, Inc. | QRVO | 08/06/2019 | Annual | 11,200 | 74736K101 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,400 | 030506109 | 1.1 | Elect Director Andrew B. Cogan | Mgmt | For | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,400 | 030506109 | 1.2 | Elect Director James G. Davis, Jr. | Mgmt | For | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,400 | 030506109 | 1.3 | Elect Director S. Cary Dunston | Mgmt | For | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,400 | 030506109 | 1.4 | Elect Director Martha M. Hayes | Mgmt | For | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,400 | 030506109 | 1.5 | Elect Director Daniel T. Hendrix | Mgmt | For | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,400 | 030506109 | 1.6 | Elect Director Teresa M. May | Mgmt | For | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,400 | 030506109 | 1.7 | Elect Director Carol B. Moerdyk | Mgmt | For | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,400 | 030506109 | 1.8 | Elect Director David W. Moon | Mgmt | For | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,400 | 030506109 | 1.9 | Elect Director Vance W. Tang | Mgmt | For | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,400 | 030506109 | 2 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For |
American Woodmark Corporation | AMWD | 08/22/2019 | Annual | 5,400 | 030506109 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Carpenter Technology Corporation | CRS | 10/08/2019 | Annual | 6,200 | 144285103 | 1.1 | Elect Director Viola L. Acoff | Mgmt | For | For | For |
Carpenter Technology Corporation | CRS | 10/08/2019 | Annual | 6,200 | 144285103 | 1.2 | Elect Director I. Martin Inglis | Mgmt | For | For | For |
Carpenter Technology Corporation | CRS | 10/08/2019 | Annual | 6,200 | 144285103 | 1.3 | Elect Director Stephen M. Ward, Jr. | Mgmt | For | For | For |
Carpenter Technology Corporation | CRS | 10/08/2019 | Annual | 6,200 | 144285103 | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For |
Carpenter Technology Corporation | CRS | 10/08/2019 | Annual | 6,200 | 144285103 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Carpenter Technology Corporation | CRS | 10/08/2019 | Annual | 6,200 | 144285103 | 4 | Amend Omnibus Stock Plan | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 27,300 | 576853105 | 1.1 | Elect Director Martha Z. Carnes | Mgmt | For | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 27,300 | 576853105 | 1.2 | Elect Director John D. Chandler | Mgmt | For | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 27,300 | 576853105 | 1.3 | Elect Director John W. Gibson | Mgmt | For | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 27,300 | 576853105 | 1.4 | Elect Director John R. Hewitt | Mgmt | For | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 27,300 | 576853105 | 1.5 | Elect Director Liane K. Hinrichs | Mgmt | For | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 27,300 | 576853105 | 1.6 | Elect Director James H. Miller | Mgmt | For | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 27,300 | 576853105 | 1.7 | Elect Director Jim W. Mogg | Mgmt | For | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 27,300 | 576853105 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For |
Matrix Service Company | MTRX | 11/05/2019 | Annual | 27,300 | 576853105 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
II-VI Incorporated | IIVI | 11/12/2019 | Annual | 7,000 | 902104108 | 1a | Elect Director Francis J. Kramer | Mgmt | For | For | For |
II-VI Incorporated | IIVI | 11/12/2019 | Annual | 7,000 | 902104108 | 1b | Elect Director Shaker Sadasivam | Mgmt | For | For | For |
II-VI Incorporated | IIVI | 11/12/2019 | Annual | 7,000 | 902104108 | 1c | Elect Director Enrico Digirolamo | Mgmt | For | For | For |
II-VI Incorporated | IIVI | 11/12/2019 | Annual | 7,000 | 902104108 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
II-VI Incorporated | IIVI | 11/12/2019 | Annual | 7,000 | 902104108 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 9,700 | 55024U109 | 1a | Elect Director Penelope A. Herscher | Mgmt | For | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 9,700 | 55024U109 | 1b | Elect Director Harold L. Covert | Mgmt | For | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 9,700 | 55024U109 | 1c | Elect Director Julia S. Johnson | Mgmt | For | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 9,700 | 55024U109 | 1d | Elect Director Brian J. Lillie | Mgmt | For | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 9,700 | 55024U109 | 1e | Elect Director Alan S. Lowe | Mgmt | For | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 9,700 | 55024U109 | 1f | Elect Director Ian S. Small | Mgmt | For | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 9,700 | 55024U109 | 1g | Elect Director Samuel F. Thomas | Mgmt | For | For | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 9,700 | 55024U109 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Lumentum Holdings Inc. | LITE | 11/14/2019 | Annual | 9,700 | 55024U109 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Fabrinet | FN | 12/12/2019 | Annual | 4,500 | G3323L100 | 1.1 | Elect Director Homa Bahrami | Mgmt | For | For | For |
Fabrinet | FN | 12/12/2019 | Annual | 4,500 | G3323L100 | 1.2 | Elect Director Gregory P. Dougherty | Mgmt | For | For | For |
Fabrinet | FN | 12/12/2019 | Annual | 4,500 | G3323L100 | 1.3 | Elect Director Rollance E. Olson | Mgmt | For | For | For |
Fabrinet | FN | 12/12/2019 | Annual | 4,500 | G3323L100 | 2 | Approve Omnibus Stock Plan | Mgmt | For | For | For |
Fabrinet | FN | 12/12/2019 | Annual | 4,500 | G3323L100 | 3 | Ratify PricewaterhouseCoopers ABAS Ltd. as Auditors | Mgmt | For | For | For |
Fabrinet | FN | 12/12/2019 | Annual | 4,500 | G3323L100 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Jabil Inc. | JBL | 01/23/2020 | Annual | 27,500 | 466313103 | 1.1 | Elect Director Anousheh Ansari | Mgmt | For | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 27,500 | 466313103 | 1.2 | Elect Director Martha F. Brooks | Mgmt | For | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 27,500 | 466313103 | 1.3 | Elect Director Christopher S. Holland | Mgmt | For | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 27,500 | 466313103 | 1.4 | Elect Director Timothy L. Main | Mgmt | For | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 27,500 | 466313103 | 1.5 | Elect Director Mark T. Mondello | Mgmt | For | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 27,500 | 466313103 | 1.6 | Elect Director John C. Plant | Mgmt | For | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 27,500 | 466313103 | 1.7 | Elect Director Steven A. Raymund | Mgmt | For | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 27,500 | 466313103 | 1.8 | Elect Director Thomas A. Sansone | Mgmt | For | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 27,500 | 466313103 | 1.9 | Elect Director David M. Stout | Mgmt | For | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 27,500 | 466313103 | 1.10 | Elect Director Kathleen A. Walters | Mgmt | For | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 27,500 | 466313103 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
Jabil Inc. | JBL | 01/23/2020 | Annual | 27,500 | 466313103 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Capitol Federal Financial, Inc. | CFFN | 01/28/2020 | Annual | 7,800 | 14057J101 | 1.1 | Elect Director Michel' Philipp Cole | Mgmt | For | For | For |
Capitol Federal Financial, Inc. | CFFN | 01/28/2020 | Annual | 7,800 | 14057J101 | 1.2 | Elect Director Jeffrey M. Johnson | Mgmt | For | For | For |
Capitol Federal Financial, Inc. | CFFN | 01/28/2020 | Annual | 7,800 | 14057J101 | 1.3 | Elect Director Michael T. McCoy | Mgmt | For | For | For |
Capitol Federal Financial, Inc. | CFFN | 01/28/2020 | Annual | 7,800 | 14057J101 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Capitol Federal Financial, Inc. | CFFN | 01/28/2020 | Annual | 7,800 | 14057J101 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Hillenbrand, Inc. | HI | 02/13/2020 | Annual | 19,300 | 431571108 | 1.1 | Elect Director Daniel C. Hillenbrand | Mgmt | For | For | For |
Hillenbrand, Inc. | HI | 02/13/2020 | Annual | 19,300 | 431571108 | 1.2 | Elect Director Thomas H. Johnson | Mgmt | For | For | For |
Hillenbrand, Inc. | HI | 02/13/2020 | Annual | 19,300 | 431571108 | 1.3 | Elect Director Neil S. Novich | Mgmt | For | For | For |
Hillenbrand, Inc. | HI | 02/13/2020 | Annual | 19,300 | 431571108 | 1.4 | Elect Director Joe A. Raver | Mgmt | For | For | For |
Hillenbrand, Inc. | HI | 02/13/2020 | Annual | 19,300 | 431571108 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Hillenbrand, Inc. | HI | 02/13/2020 | Annual | 19,300 | 431571108 | 3 | Amend Articles of Incorporation and Code of By-laws | Mgmt | For | Refer | For |
Hillenbrand, Inc. | HI | 02/13/2020 | Annual | 19,300 | 431571108 | 4 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Kulicke & Soffa Industries, Inc. | KLIC | 02/18/2020 | Annual | 20,500 | 501242101 | 1a | Elect Director Mui Sung Yeo | Mgmt | For | For | For |
Kulicke & Soffa Industries, Inc. | KLIC | 02/18/2020 | Annual | 20,500 | 501242101 | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For |
Kulicke & Soffa Industries, Inc. | KLIC | 02/18/2020 | Annual | 20,500 | 501242101 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 1.1 | Elect Director Kevin Murai | Mgmt | For | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 1.2 | Elect Director Dwight Steffensen | Mgmt | For | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 1.3 | Elect Director Dennis Polk | Mgmt | For | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 1.4 | Elect Director Fred Breidenbach | Mgmt | For | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 1.5 | Elect Director Laurie Simon Hodrick | Mgmt | For | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 1.6 | Elect Director Hau Lee | Mgmt | For | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 1.7 | Elect Director Matthew Miau | Mgmt | For | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 1.8 | Elect Director Gregory Quesnel | Mgmt | For | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 1.9 | Elect Director Ann Vezina | Mgmt | For | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 1.10 | Elect Director Thomas Wurster | Mgmt | For | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 1.11 | Elect Director Duane Zitzner | Mgmt | For | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 1.12 | Elect Director Andrea Zulberti | Mgmt | For | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 3 | Approve Omnibus Stock Plan | Mgmt | For | For | For |
SYNNEX Corporation | SNX | 03/17/2020 | Annual | 10,200 | 87162W100 | 4 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Ciena Corporation | CIEN | 04/02/2020 | Annual | 10,000 | 171779309 | 1a | Elect Director Judith M. O'Brien | Mgmt | For | For | For |
Ciena Corporation | CIEN | 04/02/2020 | Annual | 10,000 | 171779309 | 1b | Elect Director Joanne B. Olsen | Mgmt | For | For | For |
Ciena Corporation | CIEN | 04/02/2020 | Annual | 10,000 | 171779309 | 1c | Elect Director Gary B. Smith | Mgmt | For | For | For |
Ciena Corporation | CIEN | 04/02/2020 | Annual | 10,000 | 171779309 | 1d | Elect Director Devinder Kumar | Mgmt | For | For | For |
Ciena Corporation | CIEN | 04/02/2020 | Annual | 10,000 | 171779309 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For | For |
Ciena Corporation | CIEN | 04/02/2020 | Annual | 10,000 | 171779309 | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For |
Ciena Corporation | CIEN | 04/02/2020 | Annual | 10,000 | 171779309 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,800 | 81725T100 | 1.1 | Elect Director Joseph Carleone | Mgmt | For | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,800 | 81725T100 | 1.2 | Elect Director Edward H. Cichurski | Mgmt | For | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,800 | 81725T100 | 1.3 | Elect Director Mario Ferruzzi | Mgmt | For | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,800 | 81725T100 | 1.4 | Elect Director Carol R. Jackson | Mgmt | For | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,800 | 81725T100 | 1.5 | Elect Director Donald W. Landry | Mgmt | For | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,800 | 81725T100 | 1.6 | Elect Director Paul Manning | Mgmt | For | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,800 | 81725T100 | 1.7 | Elect Director Deborah McKeithan-Gebhardt | Mgmt | For | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,800 | 81725T100 | 1.8 | Elect Director Scott C. Morrison | Mgmt | For | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,800 | 81725T100 | 1.9 | Elect Director Elaine R. Wedral | Mgmt | For | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,800 | 81725T100 | 1.10 | Elect Director Essie Whitelaw | Mgmt | For | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,800 | 81725T100 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,800 | 81725T100 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Kforce Inc. | KFRC | 04/28/2020 | Annual | 11,350 | 493732101 | 1.1 | Elect Director Ann E. Dunwoody | Mgmt | For | For | For |
Kforce Inc. | KFRC | 04/28/2020 | Annual | 11,350 | 493732101 | 1.2 | Elect Director N. John Simmons | Mgmt | For | For | For |
Kforce Inc. | KFRC | 04/28/2020 | Annual | 11,350 | 493732101 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For |
Kforce Inc. | KFRC | 04/28/2020 | Annual | 11,350 | 493732101 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Kforce Inc. | KFRC | 04/28/2020 | Annual | 11,350 | 493732101 | 4 | Approve Omnibus Stock Plan | Mgmt | For | Against | Against |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 9,700 | 714046109 | 1a | Elect Director Peter Barrett | Mgmt | For | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 9,700 | 714046109 | 1b | Elect Director Samuel R. Chapin | Mgmt | For | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 9,700 | 714046109 | 1c | Elect Director Sylvie Gregoire | Mgmt | For | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 9,700 | 714046109 | 1d | Elect Director Alexis P. Michas | Mgmt | For | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 9,700 | 714046109 | 1e | Elect Director Prahlad R. Singh | Mgmt | For | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 9,700 | 714046109 | 1f | Elect Director Michel Vounatsos | Mgmt | For | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 9,700 | 714046109 | 1g | Elect Director Frank Witney | Mgmt | For | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 9,700 | 714046109 | 1h | Elect Director Pascale Witz | Mgmt | For | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 9,700 | 714046109 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 9,700 | 714046109 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Entegris, Inc. | ENTG | 04/29/2020 | Annual | 10,000 | 29362U104 | 1a | Elect Director Michael A. Bradley | Mgmt | For | For | For |
Entegris, Inc. | ENTG | 04/29/2020 | Annual | 10,000 | 29362U104 | 1b | Elect Director R. Nicholas Burns | Mgmt | For | For | For |
Entegris, Inc. | ENTG | 04/29/2020 | Annual | 10,000 | 29362U104 | 1c | Elect Director James F. Gentilcore | Mgmt | For | For | For |
Entegris, Inc. | ENTG | 04/29/2020 | Annual | 10,000 | 29362U104 | 1d | Elect Director James P. Lederer | Mgmt | For | For | For |
Entegris, Inc. | ENTG | 04/29/2020 | Annual | 10,000 | 29362U104 | 1e | Elect Director Bertrand Loy | Mgmt | For | For | For |
Entegris, Inc. | ENTG | 04/29/2020 | Annual | 10,000 | 29362U104 | 1f | Elect Director Paul L. H. Olson | Mgmt | For | For | For |
Entegris, Inc. | ENTG | 04/29/2020 | Annual | 10,000 | 29362U104 | 1g | Elect Director Azita Saleki-Gerhardt | Mgmt | For | For | For |
Entegris, Inc. | ENTG | 04/29/2020 | Annual | 10,000 | 29362U104 | 1h | Elect Director Brian F. Sullivan | Mgmt | For | For | For |
Entegris, Inc. | ENTG | 04/29/2020 | Annual | 10,000 | 29362U104 | 2 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For |
Entegris, Inc. | ENTG | 04/29/2020 | Annual | 10,000 | 29362U104 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Entegris, Inc. | ENTG | 04/29/2020 | Annual | 10,000 | 29362U104 | 4 | Approve Omnibus Stock Plan | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Innospec Inc. | IOSP | 05/06/2020 | Annual | 1,775 | 45768S105 | 1.1 | Elect Director Joachim Roeser - Withdrawn Resolution | Mgmt | |||
Innospec Inc. | IOSP | 05/06/2020 | Annual | 1,775 | 45768S105 | 1.2 | Elect Director Claudia Poccia | Mgmt | For | For | For |
Innospec Inc. | IOSP | 05/06/2020 | Annual | 1,775 | 45768S105 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Innospec Inc. | IOSP | 05/06/2020 | Annual | 1,775 | 45768S105 | 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 1a | Elect Director David J. Aldrich | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 1b | Elect Director Alan S. Batey | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 1c | Elect Director Kevin L. Beebe | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 1d | Elect Director Timothy R. Furey | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 1e | Elect Director Liam K. Griffin | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 1f | Elect Director Christine King | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 1g | Elect Director David P. McGlade | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 1h | Elect Director Robert A. Schriesheim | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 1i | Elect Director Kimberly S. Stevenson | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 2 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 4 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 5 | Eliminate Supermajority Vote Requirement to Approve Merger or Consolidation, Disposition of All or Substantially All of Assets, or Issuance of a Substantial Amount of Securities | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 6 | Eliminate Supermajority Vote Requirement to Approve Business Combination | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 7 | Eliminate Supermajority Vote Requirement to Amend Charter Provisions Governing Directors | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 8 | Eliminate Supermajority Vote Requirement to Amend Charter Provision Governing Action by Stockholders | Mgmt | For | For | For |
Skyworks Solutions, Inc. | SWKS | 05/06/2020 | Annual | 7,200 | 83088M102 | 9 | Provide Right to Act by Written Consent | SH | Against | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Boise Cascade Company | BCC | 05/07/2020 | Annual | 8,400 | 09739D100 | 1A | Elect Director Thomas Carlile | Mgmt | For | For | For |
Boise Cascade Company | BCC | 05/07/2020 | Annual | 8,400 | 09739D100 | 1B | Elect Director Kristopher J. Matula | Mgmt | For | For | For |
Boise Cascade Company | BCC | 05/07/2020 | Annual | 8,400 | 09739D100 | 1C | Elect Director Duane C. McDougall | Mgmt | For | For | For |
Boise Cascade Company | BCC | 05/07/2020 | Annual | 8,400 | 09739D100 | 2 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | Refer | One Year |
Boise Cascade Company | BCC | 05/07/2020 | Annual | 8,400 | 09739D100 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Boise Cascade Company | BCC | 05/07/2020 | Annual | 8,400 | 09739D100 | 4 | Declassify the Board of Directors | Mgmt | For | For | For |
Boise Cascade Company | BCC | 05/07/2020 | Annual | 8,400 | 09739D100 | 5 | Amend Certificate of Incorporation to Remove Inapplicable Governance Provisions | Mgmt | For | Refer | For |
Boise Cascade Company | BCC | 05/07/2020 | Annual | 8,400 | 09739D100 | 6 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 8,600 | 48123V102 | 1a | Elect Director Richard S. Ressler | Mgmt | For | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 8,600 | 48123V102 | 1b | Elect Director Douglas Y. Bech | Mgmt | For | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 8,600 | 48123V102 | 1c | Elect Director Robert J. Cresci | Mgmt | For | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 8,600 | 48123V102 | 1d | Elect Director Sarah Fay | Mgmt | For | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 8,600 | 48123V102 | 1e | Elect Director W. Brian Kretzmer | Mgmt | For | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 8,600 | 48123V102 | 1f | Elect Director Jonathan F. Miller | Mgmt | For | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 8,600 | 48123V102 | 1g | Elect Director Stephen Ross | Mgmt | For | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 8,600 | 48123V102 | 1h | Elect Director Vivek Shah | Mgmt | For | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 8,600 | 48123V102 | 2 | Ratify BDO USA, LLP as Auditors | Mgmt | For | For | For |
J2 Global, Inc. | JCOM | 05/07/2020 | Annual | 8,600 | 48123V102 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
TTM Technologies, Inc. | TTMI | 05/07/2020 | Annual | 22,500 | 87305R109 | 1.1 | Elect Director Kenton K. Alder | Mgmt | For | For | For |
TTM Technologies, Inc. | TTMI | 05/07/2020 | Annual | 22,500 | 87305R109 | 1.2 | Elect Director Julie S. England | Mgmt | For | For | For |
TTM Technologies, Inc. | TTMI | 05/07/2020 | Annual | 22,500 | 87305R109 | 1.3 | Elect Director Philip G. Franklin | Mgmt | For | For | For |
TTM Technologies, Inc. | TTMI | 05/07/2020 | Annual | 22,500 | 87305R109 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For | For |
TTM Technologies, Inc. | TTMI | 05/07/2020 | Annual | 22,500 | 87305R109 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
TTM Technologies, Inc. | TTMI | 05/07/2020 | Annual | 22,500 | 87305R109 | 4 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | Refer | One Year |
TTM Technologies, Inc. | TTMI | 05/07/2020 | Annual | 22,500 | 87305R109 | 5 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Allegheny Technologies Incorporated | ATI | 05/08/2020 | Annual | 15,750 | 01741R102 | 1.1 | Elect Director James C. Diggs | Mgmt | For | For | For |
Allegheny Technologies Incorporated | ATI | 05/08/2020 | Annual | 15,750 | 01741R102 | 1.2 | Elect Director J. Brett Harvey | Mgmt | For | For | For |
Allegheny Technologies Incorporated | ATI | 05/08/2020 | Annual | 15,750 | 01741R102 | 1.3 | Elect Director David J. Morehouse | Mgmt | For | For | For |
Allegheny Technologies Incorporated | ATI | 05/08/2020 | Annual | 15,750 | 01741R102 | 2 | Approve Omnibus Stock Plan | Mgmt | For | For | For |
Allegheny Technologies Incorporated | ATI | 05/08/2020 | Annual | 15,750 | 01741R102 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Allegheny Technologies Incorporated | ATI | 05/08/2020 | Annual | 15,750 | 01741R102 | 4 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
CommScope Holding Company, Inc. | COMM | 05/08/2020 | Annual | 2,000 | 20337X109 | 2a | Elect Director Frank M. Drendel | Mgmt | For | For | For |
CommScope Holding Company, Inc. | COMM | 05/08/2020 | Annual | 2,000 | 20337X109 | 2b | Elect Director Joanne M. Maguire | Mgmt | For | For | For |
CommScope Holding Company, Inc. | COMM | 05/08/2020 | Annual | 2,000 | 20337X109 | 2c | Elect Director Thomas J. Manning | Mgmt | For | For | For |
CommScope Holding Company, Inc. | COMM | 05/08/2020 | Annual | 2,000 | 20337X109 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
CommScope Holding Company, Inc. | COMM | 05/08/2020 | Annual | 2,000 | 20337X109 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | Against |
CommScope Holding Company, Inc. | COMM | 05/08/2020 | Annual | 2,000 | 20337X109 | 5 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | Refer | One Year |
CommScope Holding Company, Inc. | COMM | 05/08/2020 | Annual | 2,000 | 20337X109 | 6 | Approve Removal of Common Shares Issuance Restriction in Connection with the Conversion or Redemption of Preferred Shares, Exercise of Participation Rights, and Voting of Preferred Shares | Mgmt | For | Refer | For |
CommScope Holding Company, Inc. | COMM | 05/08/2020 | Annual | 2,000 | 20337X109 | 7 | Amend Omnibus Stock Plan | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Teradyne, Inc. | TER | 05/08/2020 | Annual | 18,675 | 880770102 | 1A | Elect Director Michael A. Bradley | Mgmt | For | For | For |
Teradyne, Inc. | TER | 05/08/2020 | Annual | 18,675 | 880770102 | 1B | Elect Director Edwin J. Gillis | Mgmt | For | For | For |
Teradyne, Inc. | TER | 05/08/2020 | Annual | 18,675 | 880770102 | 1C | Elect Director Timothy E. Guertin | Mgmt | For | For | For |
Teradyne, Inc. | TER | 05/08/2020 | Annual | 18,675 | 880770102 | 1D | Elect Director Mark E. Jagiela | Mgmt | For | For | For |
Teradyne, Inc. | TER | 05/08/2020 | Annual | 18,675 | 880770102 | 1E | Elect Director Mercedes Johnson | Mgmt | For | For | For |
Teradyne, Inc. | TER | 05/08/2020 | Annual | 18,675 | 880770102 | 1F | Elect Director Marilyn Matz | Mgmt | For | For | For |
Teradyne, Inc. | TER | 05/08/2020 | Annual | 18,675 | 880770102 | 1G | Elect Director Paul J. Tufano | Mgmt | For | For | For |
Teradyne, Inc. | TER | 05/08/2020 | Annual | 18,675 | 880770102 | 1H | Elect Director Roy A. Vallee | Mgmt | For | For | For |
Teradyne, Inc. | TER | 05/08/2020 | Annual | 18,675 | 880770102 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Teradyne, Inc. | TER | 05/08/2020 | Annual | 18,675 | 880770102 | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
MKS Instruments, Inc. | MKSI | 05/11/2020 | Annual | 9,200 | 55306N104 | 1.1 | Elect Director Joseph B. Donahue | Mgmt | For | For | For |
MKS Instruments, Inc. | MKSI | 05/11/2020 | Annual | 9,200 | 55306N104 | 1.2 | Elect Director Janice K. Henry | Mgmt | For | For | For |
MKS Instruments, Inc. | MKSI | 05/11/2020 | Annual | 9,200 | 55306N104 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
MKS Instruments, Inc. | MKSI | 05/11/2020 | Annual | 9,200 | 55306N104 | 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
BMC Stock Holdings, Inc. | BMCH | 05/14/2020 | Annual | 33,600 | 05591B109 | 1a | Elect Director Mark A. Alexander | Mgmt | For | For | For |
BMC Stock Holdings, Inc. | BMCH | 05/14/2020 | Annual | 33,600 | 05591B109 | 1b | Elect Director David W. Bullock | Mgmt | For | For | For |
BMC Stock Holdings, Inc. | BMCH | 05/14/2020 | Annual | 33,600 | 05591B109 | 1c | Elect Director David L. Keltner | Mgmt | For | For | For |
BMC Stock Holdings, Inc. | BMCH | 05/14/2020 | Annual | 33,600 | 05591B109 | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For | For |
BMC Stock Holdings, Inc. | BMCH | 05/14/2020 | Annual | 33,600 | 05591B109 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
BMC Stock Holdings, Inc. | BMCH | 05/14/2020 | Annual | 33,600 | 05591B109 | 4 | Approve Omnibus Stock Plan | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 8,300 | 743312100 | 1.1 | Elect Director Paul T. Dacier | Mgmt | For | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 8,300 | 743312100 | 1.2 | Elect Director John R. Egan | Mgmt | For | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 8,300 | 743312100 | 1.3 | Elect Director Rainer Gawlick | Mgmt | For | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 8,300 | 743312100 | 1.4 | Elect Director Yogesh Gupta | Mgmt | For | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 8,300 | 743312100 | 1.5 | Elect Director Charles F. Kane | Mgmt | For | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 8,300 | 743312100 | 1.6 | Elect Director Samskriti (Sam) Y. King | Mgmt | For | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 8,300 | 743312100 | 1.7 | Elect Director David A. Krall | Mgmt | For | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 8,300 | 743312100 | 1.8 | Elect Director Angela T. Tucci | Mgmt | For | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 8,300 | 743312100 | 1.9 | Elect Director Vivian Vitale | Mgmt | For | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 8,300 | 743312100 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 8,300 | 743312100 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Westlake Chemical Corporation | WLK | 05/15/2020 | Annual | 4,350 | 960413102 | 1.1 | Elect Director Marius A. Haas | Mgmt | For | For | For |
Westlake Chemical Corporation | WLK | 05/15/2020 | Annual | 4,350 | 960413102 | 1.2 | Elect Director Dorothy C. Jenkins | Mgmt | For | For | For |
Westlake Chemical Corporation | WLK | 05/15/2020 | Annual | 4,350 | 960413102 | 1.3 | Elect Director Kimberly S. Lubel | Mgmt | For | For | For |
Westlake Chemical Corporation | WLK | 05/15/2020 | Annual | 4,350 | 960413102 | 1.4 | Elect Director Jeffrey W. Sheets | Mgmt | For | For | For |
Westlake Chemical Corporation | WLK | 05/15/2020 | Annual | 4,350 | 960413102 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Westlake Chemical Corporation | WLK | 05/15/2020 | Annual | 4,350 | 960413102 | 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 5,900 | 59522J103 | 1a | Elect Director H. Eric Bolton, Jr. | Mgmt | For | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 5,900 | 59522J103 | 1b | Elect Director Russell R. French | Mgmt | For | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 5,900 | 59522J103 | 1c | Elect Director Alan B. Graf, Jr. | Mgmt | For | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 5,900 | 59522J103 | 1d | Elect Director Toni Jennings | Mgmt | For | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 5,900 | 59522J103 | 1e | Elect Director James K. Lowder | Mgmt | For | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 5,900 | 59522J103 | 1f | Elect Director Thomas H. Lowder | Mgmt | For | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 5,900 | 59522J103 | 1g | Elect Director Monica McGurk | Mgmt | For | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 5,900 | 59522J103 | 1h | Elect Director Claude B. Nielsen | Mgmt | For | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 5,900 | 59522J103 | 1i | Elect Director Philip W. Norwood | Mgmt | For | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 5,900 | 59522J103 | 1j | Elect Director W. Reid Sanders | Mgmt | For | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 5,900 | 59522J103 | 1k | Elect Director Gary Shorb | Mgmt | For | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 5,900 | 59522J103 | 1l | Elect Director David P. Stockert | Mgmt | For | For | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 5,900 | 59522J103 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Mid-America Apartment Communities, Inc. | MAA | 05/19/2020 | Annual | 5,900 | 59522J103 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Summit Materials, Inc. | SUM | 05/19/2020 | Annual | 21,200 | 86614U100 | 1.1 | Elect Director John R. Murphy | Mgmt | For | For | For |
Summit Materials, Inc. | SUM | 05/19/2020 | Annual | 21,200 | 86614U100 | 1.2 | Elect Director Steven H. Wunning | Mgmt | For | For | For |
Summit Materials, Inc. | SUM | 05/19/2020 | Annual | 21,200 | 86614U100 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Summit Materials, Inc. | SUM | 05/19/2020 | Annual | 21,200 | 86614U100 | 3 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
American Financial Group, Inc. | AFG | 05/20/2020 | Annual | 3,950 | 025932104 | 1.1 | Elect Director Carl H. Lindner, III | Mgmt | For | For | For |
American Financial Group, Inc. | AFG | 05/20/2020 | Annual | 3,950 | 025932104 | 1.2 | Elect Director S. Craig Lindner | Mgmt | For | For | For |
American Financial Group, Inc. | AFG | 05/20/2020 | Annual | 3,950 | 025932104 | 1.3 | Elect Director Kenneth C. Ambrecht | Mgmt | For | For | For |
American Financial Group, Inc. | AFG | 05/20/2020 | Annual | 3,950 | 025932104 | 1.4 | Elect Director John B. Berding | Mgmt | For | For | For |
American Financial Group, Inc. | AFG | 05/20/2020 | Annual | 3,950 | 025932104 | 1.5 | Elect Director Joseph E. (Jeff) Consolino | Mgmt | For | For | For |
American Financial Group, Inc. | AFG | 05/20/2020 | Annual | 3,950 | 025932104 | 1.6 | Elect Director Virginia C. "Gina" Drosos | Mgmt | For | For | For |
American Financial Group, Inc. | AFG | 05/20/2020 | Annual | 3,950 | 025932104 | 1.7 | Elect Director James E. Evans | Mgmt | For | For | For |
American Financial Group, Inc. | AFG | 05/20/2020 | Annual | 3,950 | 025932104 | 1.8 | Elect Director Terry S. Jacobs | Mgmt | For | For | For |
American Financial Group, Inc. | AFG | 05/20/2020 | Annual | 3,950 | 025932104 | 1.9 | Elect Director Gregory G. Joseph | Mgmt | For | For | For |
American Financial Group, Inc. | AFG | 05/20/2020 | Annual | 3,950 | 025932104 | 1.10 | Elect Director Mary Beth Martin | Mgmt | For | For | For |
American Financial Group, Inc. | AFG | 05/20/2020 | Annual | 3,950 | 025932104 | 1.11 | Elect Director William W. Verity | Mgmt | For | For | For |
American Financial Group, Inc. | AFG | 05/20/2020 | Annual | 3,950 | 025932104 | 1.12 | Elect Director John I. Von Lehman | Mgmt | For | For | For |
American Financial Group, Inc. | AFG | 05/20/2020 | Annual | 3,950 | 025932104 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
American Financial Group, Inc. | AFG | 05/20/2020 | Annual | 3,950 | 025932104 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1A | Elect Director Maxine Clark | Mgmt | For | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1B | Elect Director Alan D. Feldman | Mgmt | For | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1C | Elect Director Richard A. Johnson | Mgmt | For | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1D | Elect Director Guillermo G. Marmol | Mgmt | For | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1E | Elect Director Matthew M. McKenna | Mgmt | For | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1F | Elect Director Darlene Nicosia | Mgmt | For | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1G | Elect Director Steven Oakland | Mgmt | For | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1H | Elect Director Ulice Payne, Jr. | Mgmt | For | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1I | Elect Director Kimberly Underhill | Mgmt | For | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1J | Elect Director Tristan Walker | Mgmt | For | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 1K | Elect Director Dona D. Young | Mgmt | For | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 24,800 | 344849104 | 3 | Ratify KPMG LLP as Auditor | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.1 | Elect Director Richard E. Allen | Mgmt | For | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.2 | Elect Director Bruce W. Armstrong | Mgmt | For | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.3 | Elect Director Linda Breard | Mgmt | For | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.4 | Elect Director Timothy A. Crown | Mgmt | For | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.5 | Elect Director Catherine Courage | Mgmt | For | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.6 | Elect Director Anthony A. Ibarguen | Mgmt | For | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.7 | Elect Director Kenneth T. Lamneck | Mgmt | For | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.8 | Elect Director Kathleen S. Pushor | Mgmt | For | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 1.9 | Elect Director Girish Rishi | Mgmt | For | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 3 | Approve Omnibus Stock Plan | Mgmt | For | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 7,000 | 45765U103 | 4 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 52,500 | 01988P108 | 1A | Elect Director Mara G. Aspinall | Mgmt | For | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 52,500 | 01988P108 | 1B | Elect Director Paul M. Black | Mgmt | For | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 52,500 | 01988P108 | 1C | Elect Director P. Gregory Garrison | Mgmt | For | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 52,500 | 01988P108 | 1D | Elect Director Jonathan J. Judge | Mgmt | For | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 52,500 | 01988P108 | 1E | Elect Director Michael A. Klayko | Mgmt | For | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 52,500 | 01988P108 | 1F | Elect Director Dave B. Stevens | Mgmt | For | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 52,500 | 01988P108 | 1G | Elect Director David D. Stevens | Mgmt | For | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 52,500 | 01988P108 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 52,500 | 01988P108 | 3 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 52,500 | 01988P108 | 4 | Ratify Grant Thornton LLP as Auditors | Mgmt | For | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 52,500 | 01988P108 | 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 25,000 | 129500104 | 1.1 | Elect Director Mahendra R. Gupta | Mgmt | For | For | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 25,000 | 129500104 | 1.2 | Elect Director Carla C. Hendra | Mgmt | For | For | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 25,000 | 129500104 | 1.3 | Elect Director Wenda Harris Millard | Mgmt | For | For | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 25,000 | 129500104 | 2 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 25,000 | 129500104 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 25,000 | 129500104 | 4 | Declassify the Board of Directors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Masimo Corporation | MASI | 05/29/2020 | Annual | 10,000 | 574795100 | 1.1 | Elect Director Julie A. Shimer | Mgmt | For | For | For |
Masimo Corporation | MASI | 05/29/2020 | Annual | 10,000 | 574795100 | 1.2 | Elect Director H Michael Cohen | Mgmt | For | For | For |
Masimo Corporation | MASI | 05/29/2020 | Annual | 10,000 | 574795100 | 2 | Ratify Grant Thornton LLP as Auditors | Mgmt | For | For | For |
Masimo Corporation | MASI | 05/29/2020 | Annual | 10,000 | 574795100 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Masimo Corporation | MASI | 05/29/2020 | Annual | 10,000 | 574795100 | 4 | Amend Omnibus Stock Plan | Mgmt | For | For | For |
Masimo Corporation | MASI | 05/29/2020 | Annual | 10,000 | 574795100 | 5 | Amend Executive Incentive Bonus Plan | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Globus Medical, Inc. | GMED | 06/03/2020 | Annual | 29,400 | 379577208 | 1a | Elect Director David M. Demski | Mgmt | For | For | For |
Globus Medical, Inc. | GMED | 06/03/2020 | Annual | 29,400 | 379577208 | 1b | Elect Director Robert A. Douglas | Mgmt | For | For | For |
Globus Medical, Inc. | GMED | 06/03/2020 | Annual | 29,400 | 379577208 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For |
Globus Medical, Inc. | GMED | 06/03/2020 | Annual | 29,400 | 379577208 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 49,600 | 02553E106 | 1.1 | Elect Director Sujatha Chandrasekaran | Mgmt | For | For | For |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 49,600 | 02553E106 | 1.2 | Elect Director Jay L. Schottenstein | Mgmt | For | For | For |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 49,600 | 02553E106 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 49,600 | 02553E106 | 3 | Approve Omnibus Stock Plan | Mgmt | For | For | For |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 49,600 | 02553E106 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 1 | Accept Consolidated Financial Statements and Statutory Reports | Mgmt | For | Refer | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 2 | Approve Allocation of Income and Dividends | Mgmt | For | Refer | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 3 | Approve Dividends | Mgmt | For | Refer | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 4 | Approve Discharge of Board and Senior Management | Mgmt | For | Refer | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 5.1 | Elect Director Jonathan C. Burrell | Mgmt | For | For | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 5.2 | Elect Director Joseph J. Hartnett | Mgmt | For | For | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 5.3 | Elect Director Min H. Kao | Mgmt | For | For | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 5.4 | Elect Director Catherine A. Lewis | Mgmt | For | For | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 5.5 | Elect Director Charles W. Peffer | Mgmt | For | For | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 5.6 | Elect Director Clifton A. Pemble | Mgmt | For | For | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 6 | Elect Min H. Kao as Board Chairman | Mgmt | For | Refer | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 7.1 | Appoint Jonathan C. Burrell as Member of the Compensation Committee | Mgmt | For | Refer | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 7.2 | Appoint Joseph J. Hartnett as Member of the Compensation Committee | Mgmt | For | Refer | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 7.3 | Appoint Catherine A. Lewis as Member of the Compensation Committee | Mgmt | For | Refer | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 7.4 | Appoint Charles W. Peffer as Member of the Compensation Committee | Mgmt | For | Refer | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 8 | Designate Wuersch & Gering LLP as Independent Proxy | Mgmt | For | Refer | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 9 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 11 | Approve Fiscal Year 2021 Maximum Aggregate Compensation for the Executive Management | Mgmt | For | Refer | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 12 | Approve Maximum Aggregate Compensation for the Board of Directors for the Period Between the 2020 AGM and the 2021 AGM | Mgmt | For | Refer | For |
Garmin Ltd. | GRMN | 06/05/2020 | Annual | 6,800 | H2906T109 | 13 | Approve the Renewal of Authorized Share Capital without Preemptive Rights | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Black Knight, Inc. | BKI | 06/10/2020 | Annual | 1,809 | 09215C105 | 1.1 | Elect Director Anthony M. Jabbour | Mgmt | For | For | For |
Black Knight, Inc. | BKI | 06/10/2020 | Annual | 1,809 | 09215C105 | 1.2 | Elect Director Richard N. Massey | Mgmt | For | For | For |
Black Knight, Inc. | BKI | 06/10/2020 | Annual | 1,809 | 09215C105 | 1.3 | Elect Director John D. Rood | Mgmt | For | For | For |
Black Knight, Inc. | BKI | 06/10/2020 | Annual | 1,809 | 09215C105 | 1.4 | Elect Director Nancy L. Shanik | Mgmt | For | For | For |
Black Knight, Inc. | BKI | 06/10/2020 | Annual | 1,809 | 09215C105 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Black Knight, Inc. | BKI | 06/10/2020 | Annual | 1,809 | 09215C105 | 3 | Ratify KPMG LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Fidelity National Financial, Inc. | FNF | 06/10/2020 | Annual | 5,900 | 31620R303 | 1.1 | Elect Director William P. Foley, II | Mgmt | For | For | For |
Fidelity National Financial, Inc. | FNF | 06/10/2020 | Annual | 5,900 | 31620R303 | 1.2 | Elect Director Douglas K. Ammerman | Mgmt | For | For | For |
Fidelity National Financial, Inc. | FNF | 06/10/2020 | Annual | 5,900 | 31620R303 | 1.3 | Elect Director Thomas M. Hagerty | Mgmt | For | For | For |
Fidelity National Financial, Inc. | FNF | 06/10/2020 | Annual | 5,900 | 31620R303 | 1.4 | Elect Director Peter O. Shea, Jr. | Mgmt | For | For | For |
Fidelity National Financial, Inc. | FNF | 06/10/2020 | Annual | 5,900 | 31620R303 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Fidelity National Financial, Inc. | FNF | 06/10/2020 | Annual | 5,900 | 31620R303 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 1a | Elect Director Corie S. Barry | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 1b | Elect Director Lisa M. Caputo | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 1c | Elect Director J. Patrick Doyle | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 1d | Elect Director Kathy J. Higgins Victor | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 1e | Elect Director David W. Kenny | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 1f | Elect Director Karen A. McLoughlin | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 1g | Elect Director Thomas L. "Tommy" Millner | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 1h | Elect Director Claudia F. Munce | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 1i | Elect Director Richelle P. Parham | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 1j | Elect Director Eugene A. Woods | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 4 | Approve Omnibus Stock Plan | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 5 | Eliminate Supermajority Vote Requirement to Amend, Alter or Repeal the Provisions of Article IX | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 6 | Eliminate Supermajority Vote Requirement to Amend Section 1, Election of Directors, of Article III of the Amended and Restated By-laws | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 7 | Eliminate Supermajority Vote Requirement to Amend, Alter or Repeal the Provisions of Article X | Mgmt | For | For | For |
Best Buy Co., Inc. | BBY | 06/11/2020 | Annual | 12,400 | 086516101 | 8 | Amend the Anti-Greenmail Provision Voting Standard in Article X, Section 2 | Mgmt | For | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 11,900 | 29084Q100 | 1a | Elect Director John W. Altmeyer | Mgmt | For | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 11,900 | 29084Q100 | 1b | Elect Director Anthony J. Guzzi | Mgmt | For | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 11,900 | 29084Q100 | 1c | Elect Director Richard F. Hamm, Jr. | Mgmt | For | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 11,900 | 29084Q100 | 1d | Elect Director David H. Laidley | Mgmt | For | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 11,900 | 29084Q100 | 1e | Elect Director Carol P. Lowe | Mgmt | For | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 11,900 | 29084Q100 | 1f | Elect Director M. Kevin McEvoy | Mgmt | For | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 11,900 | 29084Q100 | 1g | Elect Director William P. Reid | Mgmt | For | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 11,900 | 29084Q100 | 1h | Elect Director Steven B. Schwarzwaelder | Mgmt | For | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 11,900 | 29084Q100 | 1i | Elect Director Robin Walker-Lee | Mgmt | For | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 11,900 | 29084Q100 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 11,900 | 29084Q100 | 3 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 11,900 | 29084Q100 | 4 | Amend Restricted Stock Plan | Mgmt | For | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 11,900 | 29084Q100 | 5 | Provide Right to Act by Written Consent | SH | Against | Refer | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Cannae Holdings, Inc. | CNNE | 06/17/2020 | Annual | 6,700 | 13765N107 | 1.1 | Elect Director Hugh R. Harris | Mgmt | For | For | For |
Cannae Holdings, Inc. | CNNE | 06/17/2020 | Annual | 6,700 | 13765N107 | 1.2 | Elect Director C. Malcolm Holland | Mgmt | For | For | For |
Cannae Holdings, Inc. | CNNE | 06/17/2020 | Annual | 6,700 | 13765N107 | 1.3 | Elect Director Mark D. Linehan | Mgmt | For | For | For |
Cannae Holdings, Inc. | CNNE | 06/17/2020 | Annual | 6,700 | 13765N107 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Cannae Holdings, Inc. | CNNE | 06/17/2020 | Annual | 6,700 | 13765N107 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 9,000 | 559079207 | 1.1 | Elect Director Steven J. Shulman | Mgmt | For | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 9,000 | 559079207 | 1.2 | Elect Director Swati Abbott | Mgmt | For | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 9,000 | 559079207 | 1.3 | Elect Director Kenneth J. Fasola | Mgmt | For | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 9,000 | 559079207 | 1.4 | Elect Director Peter A. Feld | Mgmt | For | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 9,000 | 559079207 | 1.5 | Elect Director G. Scott MacKenzie | Mgmt | For | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 9,000 | 559079207 | 1.6 | Elect Director Leslie V. Norwalk | Mgmt | For | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 9,000 | 559079207 | 1.7 | Elect Director Guy P. Sansone | Mgmt | For | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 9,000 | 559079207 | 1.8 | Elect Director Mural R. Josephson | Mgmt | For | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 9,000 | 559079207 | 1.9 | Elect Director Christopher J. Chen | Mgmt | For | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 9,000 | 559079207 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 9,000 | 559079207 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | Refer | One Year |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 9,000 | 559079207 | 4 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Voting Policy Rec | Vote Instruction |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 1 | Approve Reclassification of Shares of Common Stock | Mgmt | For | Refer | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 2 | Amend Certificate of Incorporation | Mgmt | For | Refer | Against |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 3 | Restrict Right to Act by Written Consent | Mgmt | For | Against | Against |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 4 | Amend Certificate of Incorporation to Change Company Name to Match Group, Inc. and to Rename the IAC Class M Common Stock | Mgmt | For | Refer | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 5 | Issue Shares in Connection with the Transaction Agreement | Mgmt | For | Refer | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 6 | Approve Stock Option Plan | Mgmt | For | Against | Against |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 7 | Adjourn Meeting | Mgmt | For | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 8.1 | Elect Director Chelsea Clinton | Mgmt | For | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 8.2 | Elect Director Barry Diller | Mgmt | For | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 8.3 | Elect Director Michael D. Eisner | Mgmt | For | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 8.4 | Elect Director Bonnie S. Hammer | Mgmt | For | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 8.5 | Elect Director Victor A. Kaufman | Mgmt | For | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 8.6 | Elect Director Joseph Levin | Mgmt | For | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 8.7 | Elect Director Bryan Lourd | Mgmt | For | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 8.8 | Elect Director David Rosenblatt | Mgmt | For | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 8.9 | Elect Director Alan G. Spoon | Mgmt | For | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 8.10 | Elect Director Alexander von Furstenberg | Mgmt | For | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 8.11 | Elect Director Richard F. Zannino | Mgmt | For | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 9 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For | For |
IAC/InterActiveCorp | IAC | 06/25/2020 | Annual | 6,200 | 44919P508 | 10 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | Refer | For |
Account Name: PARADIGM MICRO-CAP FUND
Custodial Bank: U.S. BANK, N.A.
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Modine Manufacturing Company | MOD | 07/25/2019 | Annual | 120,000 | 607828100 | 1a | Elect Director David G. Bills | Mgmt | For | For |
Modine Manufacturing Company | MOD | 07/25/2019 | Annual | 120,000 | 607828100 | 1b | Elect Director Thomas A. Burke | Mgmt | For | For |
Modine Manufacturing Company | MOD | 07/25/2019 | Annual | 120,000 | 607828100 | 1c | Elect Director Charles P. Cooley | Mgmt | For | For |
Modine Manufacturing Company | MOD | 07/25/2019 | Annual | 120,000 | 607828100 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Modine Manufacturing Company | MOD | 07/25/2019 | Annual | 120,000 | 607828100 | 3 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
KEMET Corporation | KEM | 07/31/2019 | Annual | 10,000 | 488360207 | 1.1 | Elect Director Jacob T. Kotzubei | Mgmt | For | For |
KEMET Corporation | KEM | 07/31/2019 | Annual | 10,000 | 488360207 | 1.2 | Elect Director Robert G. Paul | Mgmt | For | For |
KEMET Corporation | KEM | 07/31/2019 | Annual | 10,000 | 488360207 | 1.3 | Elect Director Yasuko Matsumoto | Mgmt | For | For |
KEMET Corporation | KEM | 07/31/2019 | Annual | 10,000 | 488360207 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
KEMET Corporation | KEM | 07/31/2019 | Annual | 10,000 | 488360207 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Wesco Aircraft Holdings, Inc. | WAIR | 10/24/2019 | Special | 40,000 | 950814103 | 1 | Approve Merger Agreement | Mgmt | For | For |
Wesco Aircraft Holdings, Inc. | WAIR | 10/24/2019 | Special | 40,000 | 950814103 | 2 | Adjourn Meeting | Mgmt | For | For |
Wesco Aircraft Holdings, Inc. | WAIR | 10/24/2019 | Special | 40,000 | 950814103 | 3 | Advisory Vote on Golden Parachutes | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 280,000 | 30226D106 | 1.1 | Elect Director Charles P. Carinalli | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 280,000 | 30226D106 | 1.2 | Elect Director Kathleen M. Holmgren | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 280,000 | 30226D106 | 1.3 | Elect Director Rajendra Khanna | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 280,000 | 30226D106 | 1.4 | Elect Director Edward H. Kennedy | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 280,000 | 30226D106 | 1.5 | Elect Director Edward B. Meyercord | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 280,000 | 30226D106 | 1.6 | Elect Director John C. Shoemaker | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 280,000 | 30226D106 | 1.7 | Elect Director Ingrid J. Burton | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 280,000 | 30226D106 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 280,000 | 30226D106 | 3 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 280,000 | 30226D106 | 4 | Amend NOL Rights Plan (NOL Pill) | Mgmt | For | For |
Extreme Networks, Inc. | EXTR | 11/07/2019 | Annual | 280,000 | 30226D106 | 5 | Amend Omnibus Stock Plan | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Ribbon Communications Inc. | RBBN | 01/27/2020 | Special | 500,000 | 762544104 | 1 | Issue Shares in Connection with Merger | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 01/27/2020 | Special | 500,000 | 762544104 | 2 | Adjourn Meeting | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Hillenbrand, Inc. | HI | 02/13/2020 | Annual | 5,200 | 431571108 | 1.1 | Elect Director Daniel C. Hillenbrand | Mgmt | For | For |
Hillenbrand, Inc. | HI | 02/13/2020 | Annual | 5,200 | 431571108 | 1.2 | Elect Director Thomas H. Johnson | Mgmt | For | For |
Hillenbrand, Inc. | HI | 02/13/2020 | Annual | 5,200 | 431571108 | 1.3 | Elect Director Neil S. Novich | Mgmt | For | For |
Hillenbrand, Inc. | HI | 02/13/2020 | Annual | 5,200 | 431571108 | 1.4 | Elect Director Joe A. Raver | Mgmt | For | For |
Hillenbrand, Inc. | HI | 02/13/2020 | Annual | 5,200 | 431571108 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Hillenbrand, Inc. | HI | 02/13/2020 | Annual | 5,200 | 431571108 | 3 | Amend Articles of Incorporation and Code of By-laws | Mgmt | For | For |
Hillenbrand, Inc. | HI | 02/13/2020 | Annual | 5,200 | 431571108 | 4 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Cerence Inc. | CRNC | 02/20/2020 | Annual | 80,599 | 156727109 | 1.1 | Elect Director Thomas Beaudoin | Mgmt | For | For |
Cerence Inc. | CRNC | 02/20/2020 | Annual | 80,599 | 156727109 | 1.2 | Elect Director Marianne Budnik | Mgmt | For | For |
Cerence Inc. | CRNC | 02/20/2020 | Annual | 80,599 | 156727109 | 2 | Ratify BDO USA LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
KEMET Corporation | KEM | 02/20/2020 | Special | 50,000 | 488360207 | 1 | Approve Merger Agreement | Mgmt | For | For |
KEMET Corporation | KEM | 02/20/2020 | Special | 50,000 | 488360207 | 2 | Advisory Vote on Golden Parachutes | Mgmt | For | For |
KEMET Corporation | KEM | 02/20/2020 | Special | 50,000 | 488360207 | 3 | Adjourn Meeting | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Mitek Systems, Inc. | MITK | 03/04/2020 | Annual | 170,000 | 606710200 | 1.1 | Elect Director William K. "Bill" Aulet | Mgmt | For | For |
Mitek Systems, Inc. | MITK | 03/04/2020 | Annual | 170,000 | 606710200 | 1.2 | Elect Director Scipio "Max" Carnecchia | Mgmt | For | For |
Mitek Systems, Inc. | MITK | 03/04/2020 | Annual | 170,000 | 606710200 | 1.3 | Elect Director James C. Hale | Mgmt | For | For |
Mitek Systems, Inc. | MITK | 03/04/2020 | Annual | 170,000 | 606710200 | 1.4 | Elect Director Bruce E. Hansen | Mgmt | For | For |
Mitek Systems, Inc. | MITK | 03/04/2020 | Annual | 170,000 | 606710200 | 1.5 | Elect Director Alex W. "Pete" Hart | Mgmt | For | For |
Mitek Systems, Inc. | MITK | 03/04/2020 | Annual | 170,000 | 606710200 | 1.6 | Elect Director Jane J. Thompson | Mgmt | For | For |
Mitek Systems, Inc. | MITK | 03/04/2020 | Annual | 170,000 | 606710200 | 1.7 | Elect Director Donna C. Wells | Mgmt | For | For |
Mitek Systems, Inc. | MITK | 03/04/2020 | Annual | 170,000 | 606710200 | 2 | Approve Omnibus Stock Plan | Mgmt | For | Against |
Mitek Systems, Inc. | MITK | 03/04/2020 | Annual | 170,000 | 606710200 | 3 | Ratify Mayer Hoffman McCann P.C. as Auditors | Mgmt | For | For |
Mitek Systems, Inc. | MITK | 03/04/2020 | Annual | 170,000 | 606710200 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Huttig Building Products, Inc. | HBP | 04/21/2020 | Annual | 250,000 | 448451104 | 1.1 | Elect Director Gina G. Hoagland | Mgmt | For | For |
Huttig Building Products, Inc. | HBP | 04/21/2020 | Annual | 250,000 | 448451104 | 1.2 | Elect Director J. Keith Matheney | Mgmt | For | For |
Huttig Building Products, Inc. | HBP | 04/21/2020 | Annual | 250,000 | 448451104 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Huttig Building Products, Inc. | HBP | 04/21/2020 | Annual | 250,000 | 448451104 | 3 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,950 | 81725T100 | 1.1 | Elect Director Joseph Carleone | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,950 | 81725T100 | 1.2 | Elect Director Edward H. Cichurski | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,950 | 81725T100 | 1.3 | Elect Director Mario Ferruzzi | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,950 | 81725T100 | 1.4 | Elect Director Carol R. Jackson | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,950 | 81725T100 | 1.5 | Elect Director Donald W. Landry | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,950 | 81725T100 | 1.6 | Elect Director Paul Manning | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,950 | 81725T100 | 1.7 | Elect Director Deborah McKeithan-Gebhardt | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,950 | 81725T100 | 1.8 | Elect Director Scott C. Morrison | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,950 | 81725T100 | 1.9 | Elect Director Elaine R. Wedral | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,950 | 81725T100 | 1.10 | Elect Director Essie Whitelaw | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,950 | 81725T100 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Sensient Technologies Corporation | SXT | 04/23/2020 | Annual | 5,950 | 81725T100 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 4,000 | 714046109 | 1a | Elect Director Peter Barrett | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 4,000 | 714046109 | 1b | Elect Director Samuel R. Chapin | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 4,000 | 714046109 | 1c | Elect Director Sylvie Gregoire | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 4,000 | 714046109 | 1d | Elect Director Alexis P. Michas | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 4,000 | 714046109 | 1e | Elect Director Prahlad R. Singh | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 4,000 | 714046109 | 1f | Elect Director Michel Vounatsos | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 4,000 | 714046109 | 1g | Elect Director Frank Witney | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 4,000 | 714046109 | 1h | Elect Director Pascale Witz | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 4,000 | 714046109 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
PerkinElmer, Inc. | PKI | 04/28/2020 | Annual | 4,000 | 714046109 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Westport Fuel Systems Inc. | WPRT | 04/29/2020 | Annual/Special | 600,000 | 960908309 | 1.1 | Elect Director Brenda J. Eprile | Mgmt | For | For |
Westport Fuel Systems Inc. | WPRT | 04/29/2020 | Annual/Special | 600,000 | 960908309 | 1.2 | Elect Director Daniel M. Hancock | Mgmt | For | For |
Westport Fuel Systems Inc. | WPRT | 04/29/2020 | Annual/Special | 600,000 | 960908309 | 1.3 | Elect Director David M. Johnson | Mgmt | For | For |
Westport Fuel Systems Inc. | WPRT | 04/29/2020 | Annual/Special | 600,000 | 960908309 | 1.4 | Elect Director Eileen Wheatman | Mgmt | For | For |
Westport Fuel Systems Inc. | WPRT | 04/29/2020 | Annual/Special | 600,000 | 960908309 | 1.5 | Elect Director Karl-Viktor Schaller | Mgmt | For | For |
Westport Fuel Systems Inc. | WPRT | 04/29/2020 | Annual/Special | 600,000 | 960908309 | 1.6 | Elect Director Michele J. Buchignani | Mgmt | For | For |
Westport Fuel Systems Inc. | WPRT | 04/29/2020 | Annual/Special | 600,000 | 960908309 | 1.7 | Elect Director Peter M. Yu | Mgmt | For | For |
Westport Fuel Systems Inc. | WPRT | 04/29/2020 | Annual/Special | 600,000 | 960908309 | 1.8 | Elect Director Rita Forst | Mgmt | For | For |
Westport Fuel Systems Inc. | WPRT | 04/29/2020 | Annual/Special | 600,000 | 960908309 | 2 | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | Mgmt | For | For |
Westport Fuel Systems Inc. | WPRT | 04/29/2020 | Annual/Special | 600,000 | 960908309 | 3 | Amend Omnibus Incentive Plan | Mgmt | For | For |
Westport Fuel Systems Inc. | WPRT | 04/29/2020 | Annual/Special | 600,000 | 960908309 | 4 | Advisory Vote on Executive Compensation Approach | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 200,000 | 724479100 | 1a | Elect Director Anne M. Busquet | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 200,000 | 724479100 | 1b | Elect Director Robert M. ("Bob") Dutkowsky | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 200,000 | 724479100 | 1c | Elect Director Anne Sutherland Fuchs | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 200,000 | 724479100 | 1d | Elect Director Mary J. Steele Guilfoile | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 200,000 | 724479100 | 1e | Elect Director S. Douglas Hutcheson | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 200,000 | 724479100 | 1f | Elect Director Marc B. Lautenbach | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 200,000 | 724479100 | 1g | Elect Director Michael I. Roth | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 200,000 | 724479100 | 1h | Elect Director Linda S. Sanford | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 200,000 | 724479100 | 1i | Elect Director David L. Shedlarz | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 200,000 | 724479100 | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 200,000 | 724479100 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Pitney Bowes, Inc. | PBI | 05/04/2020 | Annual | 200,000 | 724479100 | 4 | Amend Omnibus Stock Plan | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Cohu, Inc. | COHU | 05/06/2020 | Annual | 12,650 | 192576106 | 1a | Elect Director William E. Bendush | Mgmt | For | For |
Cohu, Inc. | COHU | 05/06/2020 | Annual | 12,650 | 192576106 | 1b | Elect Director Nina L. Richardson | Mgmt | For | For |
Cohu, Inc. | COHU | 05/06/2020 | Annual | 12,650 | 192576106 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Cohu, Inc. | COHU | 05/06/2020 | Annual | 12,650 | 192576106 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Ducommun Incorporated | DCO | 05/06/2020 | Annual | 40,000 | 264147109 | 1.1 | Elect Director Richard A. Baldridge | Mgmt | For | For |
Ducommun Incorporated | DCO | 05/06/2020 | Annual | 40,000 | 264147109 | 1.2 | Elect Director Stephen G. Oswald | Mgmt | For | For |
Ducommun Incorporated | DCO | 05/06/2020 | Annual | 40,000 | 264147109 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Ducommun Incorporated | DCO | 05/06/2020 | Annual | 40,000 | 264147109 | 3 | Approve Omnibus Stock Plan | Mgmt | For | For |
Ducommun Incorporated | DCO | 05/06/2020 | Annual | 40,000 | 264147109 | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Nature's Sunshine Products, Inc. | NATR | 05/06/2020 | Annual | 60,000 | 639027101 | 1.1 | Elect Director Robert B. Mercer | Mgmt | For | For |
Nature's Sunshine Products, Inc. | NATR | 05/06/2020 | Annual | 60,000 | 639027101 | 1.2 | Elect Director Terrence O. Moorehead | Mgmt | For | For |
Nature's Sunshine Products, Inc. | NATR | 05/06/2020 | Annual | 60,000 | 639027101 | 1.3 | Elect Director Richard D. Moss | Mgmt | For | For |
Nature's Sunshine Products, Inc. | NATR | 05/06/2020 | Annual | 60,000 | 639027101 | 1.4 | Elect Director Mary Beth Springer | Mgmt | For | For |
Nature's Sunshine Products, Inc. | NATR | 05/06/2020 | Annual | 60,000 | 639027101 | 1.5 | Elect Director Robert D. Straus | Mgmt | For | For |
Nature's Sunshine Products, Inc. | NATR | 05/06/2020 | Annual | 60,000 | 639027101 | 1.6 | Elect Director J. Christopher Teets | Mgmt | For | For |
Nature's Sunshine Products, Inc. | NATR | 05/06/2020 | Annual | 60,000 | 639027101 | 1.7 | Elect Director Jeffrey D. Watkins | Mgmt | For | For |
Nature's Sunshine Products, Inc. | NATR | 05/06/2020 | Annual | 60,000 | 639027101 | 1.8 | Elect Director Lily Zou | Mgmt | For | For |
Nature's Sunshine Products, Inc. | NATR | 05/06/2020 | Annual | 60,000 | 639027101 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Nature's Sunshine Products, Inc. | NATR | 05/06/2020 | Annual | 60,000 | 639027101 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Veeco Instruments Inc. | VECO | 05/07/2020 | Annual | 20,000 | 922417100 | 1.1 | Elect Director Kathleen A. Bayless | Mgmt | For | For |
Veeco Instruments Inc. | VECO | 05/07/2020 | Annual | 20,000 | 922417100 | 1.2 | Elect Director Gordon Hunter | Mgmt | For | For |
Veeco Instruments Inc. | VECO | 05/07/2020 | Annual | 20,000 | 922417100 | 1.3 | Elect Director Peter J. Simone | Mgmt | For | For |
Veeco Instruments Inc. | VECO | 05/07/2020 | Annual | 20,000 | 922417100 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Veeco Instruments Inc. | VECO | 05/07/2020 | Annual | 20,000 | 922417100 | 3 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Kadant Inc. | KAI | 05/12/2020 | Annual | 15,100 | 48282T104 | 1.1 | Elect Director John M. Albertine | Mgmt | For | For |
Kadant Inc. | KAI | 05/12/2020 | Annual | 15,100 | 48282T104 | 1.2 | Elect Director Thomas C. Leonard | Mgmt | For | For |
Kadant Inc. | KAI | 05/12/2020 | Annual | 15,100 | 48282T104 | 2 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For |
Kadant Inc. | KAI | 05/12/2020 | Annual | 15,100 | 48282T104 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Kadant Inc. | KAI | 05/12/2020 | Annual | 15,100 | 48282T104 | 4 | Approve the Issuance of Restricted Stock Units to Non-Employee Directors | Mgmt | For | For |
Kadant Inc. | KAI | 05/12/2020 | Annual | 15,100 | 48282T104 | 5 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Onto Innovation, Inc. | ONTO | 05/12/2020 | Annual | 60,000 | 683344105 | 1.1 | Elect Director Jeffrey A. Aukerman | Mgmt | For | For |
Onto Innovation, Inc. | ONTO | 05/12/2020 | Annual | 60,000 | 683344105 | 1.2 | Elect Director Leo Berlinghieri | Mgmt | For | For |
Onto Innovation, Inc. | ONTO | 05/12/2020 | Annual | 60,000 | 683344105 | 1.3 | Elect Director Edward J. Brown, Jr. | Mgmt | For | For |
Onto Innovation, Inc. | ONTO | 05/12/2020 | Annual | 60,000 | 683344105 | 1.4 | Elect Director Vita A. Cassese | Mgmt | For | For |
Onto Innovation, Inc. | ONTO | 05/12/2020 | Annual | 60,000 | 683344105 | 1.5 | Elect Director Robert G. Deuster | Mgmt | For | For |
Onto Innovation, Inc. | ONTO | 05/12/2020 | Annual | 60,000 | 683344105 | 1.6 | Elect Director David B. Miller | Mgmt | For | For |
Onto Innovation, Inc. | ONTO | 05/12/2020 | Annual | 60,000 | 683344105 | 1.7 | Elect Director Michael P. Plisinski | Mgmt | For | For |
Onto Innovation, Inc. | ONTO | 05/12/2020 | Annual | 60,000 | 683344105 | 1.8 | Elect Director Bruce C. Rhine | Mgmt | For | For |
Onto Innovation, Inc. | ONTO | 05/12/2020 | Annual | 60,000 | 683344105 | 1.9 | Elect Director Christopher A. Seams | Mgmt | For | For |
Onto Innovation, Inc. | ONTO | 05/12/2020 | Annual | 60,000 | 683344105 | 1.10 | Elect Director Christine A. Tsingos | Mgmt | For | For |
Onto Innovation, Inc. | ONTO | 05/12/2020 | Annual | 60,000 | 683344105 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Onto Innovation, Inc. | ONTO | 05/12/2020 | Annual | 60,000 | 683344105 | 3 | Approve Omnibus Stock Plan | Mgmt | For | For |
Onto Innovation, Inc. | ONTO | 05/12/2020 | Annual | 60,000 | 683344105 | 4 | Approve Qualified Employee Stock Purchase Plan | Mgmt | For | For |
Onto Innovation, Inc. | ONTO | 05/12/2020 | Annual | 60,000 | 683344105 | 5 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Calix, Inc. | CALX | 05/13/2020 | Annual | 220,000 | 13100M509 | 1.1 | Elect Director Kathy Crusco | Mgmt | For | For |
Calix, Inc. | CALX | 05/13/2020 | Annual | 220,000 | 13100M509 | 1.2 | Elect Director Kevin DeNuccio | Mgmt | For | For |
Calix, Inc. | CALX | 05/13/2020 | Annual | 220,000 | 13100M509 | 1.3 | Elect Director Michael Everett | Mgmt | For | For |
Calix, Inc. | CALX | 05/13/2020 | Annual | 220,000 | 13100M509 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For |
Calix, Inc. | CALX | 05/13/2020 | Annual | 220,000 | 13100M509 | 3 | Amend Nonqualified Employee Stock Purchase Plan | Mgmt | For | For |
Calix, Inc. | CALX | 05/13/2020 | Annual | 220,000 | 13100M509 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Calix, Inc. | CALX | 05/13/2020 | Annual | 220,000 | 13100M509 | 5 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 5,900 | 743312100 | 1.1 | Elect Director Paul T. Dacier | Mgmt | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 5,900 | 743312100 | 1.2 | Elect Director John R. Egan | Mgmt | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 5,900 | 743312100 | 1.3 | Elect Director Rainer Gawlick | Mgmt | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 5,900 | 743312100 | 1.4 | Elect Director Yogesh Gupta | Mgmt | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 5,900 | 743312100 | 1.5 | Elect Director Charles F. Kane | Mgmt | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 5,900 | 743312100 | 1.6 | Elect Director Samskriti (Sam) Y. King | Mgmt | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 5,900 | 743312100 | 1.7 | Elect Director David A. Krall | Mgmt | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 5,900 | 743312100 | 1.8 | Elect Director Angela T. Tucci | Mgmt | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 5,900 | 743312100 | 1.9 | Elect Director Vivian Vitale | Mgmt | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 5,900 | 743312100 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Progress Software Corporation | PRGS | 05/14/2020 | Annual | 5,900 | 743312100 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Forterra, Inc. | FRTA | 05/19/2020 | Annual | 140,000 | 34960W106 | 1.1 | Elect Director Maureen Harrell | Mgmt | For | For |
Forterra, Inc. | FRTA | 05/19/2020 | Annual | 140,000 | 34960W106 | 1.2 | Elect Director Chad Lewis | Mgmt | For | For |
Forterra, Inc. | FRTA | 05/19/2020 | Annual | 140,000 | 34960W106 | 1.3 | Elect Director Karl H. Watson, Jr. | Mgmt | For | For |
Forterra, Inc. | FRTA | 05/19/2020 | Annual | 140,000 | 34960W106 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Forterra, Inc. | FRTA | 05/19/2020 | Annual | 140,000 | 34960W106 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
AtriCure, Inc. | ATRC | 05/20/2020 | Annual | 53,700 | 04963C209 | 1a | Elect Director Michael H. Carrel | Mgmt | For | For |
AtriCure, Inc. | ATRC | 05/20/2020 | Annual | 53,700 | 04963C209 | 1b | Elect Director Mark A. Collar | Mgmt | For | For |
AtriCure, Inc. | ATRC | 05/20/2020 | Annual | 53,700 | 04963C209 | 1c | Elect Director Scott W. Drake | Mgmt | For | For |
AtriCure, Inc. | ATRC | 05/20/2020 | Annual | 53,700 | 04963C209 | 1d | Elect Director Daniel P. Florin | Mgmt | For | For |
AtriCure, Inc. | ATRC | 05/20/2020 | Annual | 53,700 | 04963C209 | 1e | Elect Director Regina E. Groves | Mgmt | For | For |
AtriCure, Inc. | ATRC | 05/20/2020 | Annual | 53,700 | 04963C209 | 1f | Elect Director B. Kristine Johnson | Mgmt | For | For |
AtriCure, Inc. | ATRC | 05/20/2020 | Annual | 53,700 | 04963C209 | 1g | Elect Director Mark R. Lanning | Mgmt | For | For |
AtriCure, Inc. | ATRC | 05/20/2020 | Annual | 53,700 | 04963C209 | 1h | Elect Director Karen N. Prange | Mgmt | For | For |
AtriCure, Inc. | ATRC | 05/20/2020 | Annual | 53,700 | 04963C209 | 1i | Elect Director Sven A. Wehrwein | Mgmt | For | For |
AtriCure, Inc. | ATRC | 05/20/2020 | Annual | 53,700 | 04963C209 | 1j | Elect Director Robert S. White | Mgmt | For | For |
AtriCure, Inc. | ATRC | 05/20/2020 | Annual | 53,700 | 04963C209 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
AtriCure, Inc. | ATRC | 05/20/2020 | Annual | 53,700 | 04963C209 | 3 | Amend Omnibus Stock Plan | Mgmt | For | For |
AtriCure, Inc. | ATRC | 05/20/2020 | Annual | 53,700 | 04963C209 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 6,700 | 344849104 | 1A | Elect Director Maxine Clark | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 6,700 | 344849104 | 1B | Elect Director Alan D. Feldman | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 6,700 | 344849104 | 1C | Elect Director Richard A. Johnson | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 6,700 | 344849104 | 1D | Elect Director Guillermo G. Marmol | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 6,700 | 344849104 | 1E | Elect Director Matthew M. McKenna | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 6,700 | 344849104 | 1F | Elect Director Darlene Nicosia | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 6,700 | 344849104 | 1G | Elect Director Steven Oakland | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 6,700 | 344849104 | 1H | Elect Director Ulice Payne, Jr. | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 6,700 | 344849104 | 1I | Elect Director Kimberly Underhill | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 6,700 | 344849104 | 1J | Elect Director Tristan Walker | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 6,700 | 344849104 | 1K | Elect Director Dona D. Young | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 6,700 | 344849104 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Foot Locker, Inc. | FL | 05/20/2020 | Annual | 6,700 | 344849104 | 3 | Ratify KPMG LLP as Auditor | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 30,000 | 45765U103 | 1.1 | Elect Director Richard E. Allen | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 30,000 | 45765U103 | 1.2 | Elect Director Bruce W. Armstrong | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 30,000 | 45765U103 | 1.3 | Elect Director Linda Breard | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 30,000 | 45765U103 | 1.4 | Elect Director Timothy A. Crown | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 30,000 | 45765U103 | 1.5 | Elect Director Catherine Courage | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 30,000 | 45765U103 | 1.6 | Elect Director Anthony A. Ibarguen | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 30,000 | 45765U103 | 1.7 | Elect Director Kenneth T. Lamneck | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 30,000 | 45765U103 | 1.8 | Elect Director Kathleen S. Pushor | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 30,000 | 45765U103 | 1.9 | Elect Director Girish Rishi | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 30,000 | 45765U103 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 30,000 | 45765U103 | 3 | Approve Omnibus Stock Plan | Mgmt | For | For |
Insight Enterprises, Inc. | NSIT | 05/20/2020 | Annual | 30,000 | 45765U103 | 4 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
NN, Inc. | NNBR | 05/20/2020 | Annual | 120,000 | 629337106 | 1.1 | Elect Director Raynard D. Benvenuti | Mgmt | For | For |
NN, Inc. | NNBR | 05/20/2020 | Annual | 120,000 | 629337106 | 1.2 | Elect Director Christina E. Carroll | Mgmt | For | For |
NN, Inc. | NNBR | 05/20/2020 | Annual | 120,000 | 629337106 | 1.3 | Elect Director David K. Floyd | Mgmt | For | For |
NN, Inc. | NNBR | 05/20/2020 | Annual | 120,000 | 629337106 | 1.4 | Elect Director Jeri J. Harman | Mgmt | For | For |
NN, Inc. | NNBR | 05/20/2020 | Annual | 120,000 | 629337106 | 1.5 | Elect Director Steven T. Warshaw | Mgmt | For | For |
NN, Inc. | NNBR | 05/20/2020 | Annual | 120,000 | 629337106 | 1.6 | Elect Director Thomas H. Wilson, Jr. | Mgmt | For | For |
NN, Inc. | NNBR | 05/20/2020 | Annual | 120,000 | 629337106 | 2 | Approve Issuance of Shares for a Private Placement | Mgmt | For | For |
NN, Inc. | NNBR | 05/20/2020 | Annual | 120,000 | 629337106 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
NN, Inc. | NNBR | 05/20/2020 | Annual | 120,000 | 629337106 | 4 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 180,000 | 01988P108 | 1A | Elect Director Mara G. Aspinall | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 180,000 | 01988P108 | 1B | Elect Director Paul M. Black | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 180,000 | 01988P108 | 1C | Elect Director P. Gregory Garrison | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 180,000 | 01988P108 | 1D | Elect Director Jonathan J. Judge | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 180,000 | 01988P108 | 1E | Elect Director Michael A. Klayko | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 180,000 | 01988P108 | 1F | Elect Director Dave B. Stevens | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 180,000 | 01988P108 | 1G | Elect Director David D. Stevens | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 180,000 | 01988P108 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 180,000 | 01988P108 | 3 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 180,000 | 01988P108 | 4 | Ratify Grant Thornton LLP as Auditors | Mgmt | For | For |
Allscripts Healthcare Solutions, Inc. | MDRX | 05/21/2020 | Annual | 180,000 | 01988P108 | 5 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Infinera Corporation | INFN | 05/21/2020 | Annual | 150,000 | 45667G103 | 1a | Elect Director Thomas J. Fallon | Mgmt | For | For |
Infinera Corporation | INFN | 05/21/2020 | Annual | 150,000 | 45667G103 | 1b | Elect Director Kambiz Y. Hooshmand | Mgmt | For | For |
Infinera Corporation | INFN | 05/21/2020 | Annual | 150,000 | 45667G103 | 1c | Elect Director Amy H. Rice | Mgmt | For | For |
Infinera Corporation | INFN | 05/21/2020 | Annual | 150,000 | 45667G103 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For |
Infinera Corporation | INFN | 05/21/2020 | Annual | 150,000 | 45667G103 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Infinera Corporation | INFN | 05/21/2020 | Annual | 150,000 | 45667G103 | 4 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Invacare Corporation | IVC | 05/21/2020 | Annual | 100,000 | 461203101 | 1.1 | Elect Director Susan H. Alexander | Mgmt | For | For |
Invacare Corporation | IVC | 05/21/2020 | Annual | 100,000 | 461203101 | 1.2 | Elect Director Julie A. Beck | Mgmt | For | For |
Invacare Corporation | IVC | 05/21/2020 | Annual | 100,000 | 461203101 | 1.3 | Elect Director Petra Danielsohn-Weil | Mgmt | For | For |
Invacare Corporation | IVC | 05/21/2020 | Annual | 100,000 | 461203101 | 1.4 | Elect Director Diana S. Ferguson | Mgmt | For | For |
Invacare Corporation | IVC | 05/21/2020 | Annual | 100,000 | 461203101 | 1.5 | Elect Director Marc M. Gibeley | Mgmt | For | For |
Invacare Corporation | IVC | 05/21/2020 | Annual | 100,000 | 461203101 | 1.6 | Elect Director C. Martin Harris | Mgmt | For | For |
Invacare Corporation | IVC | 05/21/2020 | Annual | 100,000 | 461203101 | 1.7 | Elect Director Matthew E. Monaghan | Mgmt | For | For |
Invacare Corporation | IVC | 05/21/2020 | Annual | 100,000 | 461203101 | 1.8 | Elect Director Clifford D. Nastas | Mgmt | For | For |
Invacare Corporation | IVC | 05/21/2020 | Annual | 100,000 | 461203101 | 1.9 | Elect Director Baiju R. Shah | Mgmt | For | For |
Invacare Corporation | IVC | 05/21/2020 | Annual | 100,000 | 461203101 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For |
Invacare Corporation | IVC | 05/21/2020 | Annual | 100,000 | 461203101 | 3 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Invacare Corporation | IVC | 05/21/2020 | Annual | 100,000 | 461203101 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Omnicell, Inc. | OMCL | 05/26/2020 | Annual | 20,000 | 68213N109 | 1.1 | Elect Director Joanne B. Bauer | Mgmt | For | For |
Omnicell, Inc. | OMCL | 05/26/2020 | Annual | 20,000 | 68213N109 | 1.2 | Elect Director Robin G. Seim | Mgmt | For | For |
Omnicell, Inc. | OMCL | 05/26/2020 | Annual | 20,000 | 68213N109 | 1.3 | Elect Director Sara J. White | Mgmt | For | For |
Omnicell, Inc. | OMCL | 05/26/2020 | Annual | 20,000 | 68213N109 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Omnicell, Inc. | OMCL | 05/26/2020 | Annual | 20,000 | 68213N109 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 200,000 | 749397105 | 1.1 | Elect Director Michael C. Feiner | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 200,000 | 749397105 | 1.2 | Elect Director Joseph G. Flanagan | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 200,000 | 749397105 | 1.3 | Elect Director John B. Henneman, III | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 200,000 | 749397105 | 1.4 | Elect Director Alex J. Mandl | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 200,000 | 749397105 | 1.5 | Elect Director Neal Moszkowski | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 200,000 | 749397105 | 1.6 | Elect Director Ian Sacks | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 200,000 | 749397105 | 1.7 | Elect Director Jill Smith | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 200,000 | 749397105 | 1.8 | Elect Director Anthony J. Speranzo | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 200,000 | 749397105 | 1.9 | Elect Director Anthony R. Tersigni | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 200,000 | 749397105 | 1.10 | Elect Director Albert (Bert) R. Zimmerli | Mgmt | For | For |
R1 RCM Inc. | RCM | 05/27/2020 | Annual | 200,000 | 749397105 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 120,000 | 129500104 | 1.1 | Elect Director Mahendra R. Gupta | Mgmt | For | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 120,000 | 129500104 | 1.2 | Elect Director Carla C. Hendra | Mgmt | For | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 120,000 | 129500104 | 1.3 | Elect Director Wenda Harris Millard | Mgmt | For | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 120,000 | 129500104 | 2 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 120,000 | 129500104 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Caleres, Inc. | CAL | 05/28/2020 | Annual | 120,000 | 129500104 | 4 | Declassify the Board of Directors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
The Ensign Group, Inc. | ENSG | 05/28/2020 | Annual | 40,000 | 29358P101 | 1.1 | Elect Director Roy E. Christensen | Mgmt | For | For |
The Ensign Group, Inc. | ENSG | 05/28/2020 | Annual | 40,000 | 29358P101 | 1.2 | Elect Director Barry M. Smith | Mgmt | For | For |
The Ensign Group, Inc. | ENSG | 05/28/2020 | Annual | 40,000 | 29358P101 | 1.3 | Elect Director Swati B. Abbott | Mgmt | For | For |
The Ensign Group, Inc. | ENSG | 05/28/2020 | Annual | 40,000 | 29358P101 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
The Ensign Group, Inc. | ENSG | 05/28/2020 | Annual | 40,000 | 29358P101 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
GenMark Diagnostics, Inc. | GNMK | 05/29/2020 | Annual | 58,200 | 372309104 | 1a | Elect Director Daryl J. Faulkner | Mgmt | For | For |
GenMark Diagnostics, Inc. | GNMK | 05/29/2020 | Annual | 58,200 | 372309104 | 1b | Elect Director James Fox | Mgmt | For | For |
GenMark Diagnostics, Inc. | GNMK | 05/29/2020 | Annual | 58,200 | 372309104 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
GenMark Diagnostics, Inc. | GNMK | 05/29/2020 | Annual | 58,200 | 372309104 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
GenMark Diagnostics, Inc. | GNMK | 05/29/2020 | Annual | 58,200 | 372309104 | 4 | Approve Omnibus Stock Plan | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
NeoPhotonics Corporation | NPTN | 06/02/2020 | Annual | 250,000 | 64051T100 | 1.1 | Elect Director Timothy S. Jenks | Mgmt | For | For |
NeoPhotonics Corporation | NPTN | 06/02/2020 | Annual | 250,000 | 64051T100 | 1.2 | Elect Director Yanbing Li | Mgmt | For | For |
NeoPhotonics Corporation | NPTN | 06/02/2020 | Annual | 250,000 | 64051T100 | 2 | Ratify BDO USA, LLP as Auditors | Mgmt | For | For |
NeoPhotonics Corporation | NPTN | 06/02/2020 | Annual | 250,000 | 64051T100 | 3 | Approve Omnibus Stock Plan | Mgmt | For | For |
NeoPhotonics Corporation | NPTN | 06/02/2020 | Annual | 250,000 | 64051T100 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 500,000 | 762544104 | 1a | Elect Director R. Stewart Ewing, Jr. | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 500,000 | 762544104 | 1b | Elect Director Bruns H. Grayson | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 500,000 | 762544104 | 1c | Elect Director Beatriz V. Infante | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 500,000 | 762544104 | 1d | Elect Director Richard J. Lynch | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 500,000 | 762544104 | 1e | Elect Director Kent J. Mathy | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 500,000 | 762544104 | 1f | Elect Director Bruce W. McClelland | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 500,000 | 762544104 | 1g | Elect Director Krish A. Prabhu | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 500,000 | 762544104 | 1h | Elect Director Scott E. Schubert | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 500,000 | 762544104 | 1i | Elect Director Richard W. Smith | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 500,000 | 762544104 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 500,000 | 762544104 | 3 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Ribbon Communications Inc. | RBBN | 06/02/2020 | Annual | 500,000 | 762544104 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Cerus Corporation | CERS | 06/03/2020 | Annual | 350,000 | 157085101 | 1.1 | Elect Director Timothy B. Anderson | Mgmt | For | For |
Cerus Corporation | CERS | 06/03/2020 | Annual | 350,000 | 157085101 | 1.2 | Elect Director William M. Greenman | Mgmt | For | For |
Cerus Corporation | CERS | 06/03/2020 | Annual | 350,000 | 157085101 | 1.3 | Elect Director Timothy L. Moore | Mgmt | For | For |
Cerus Corporation | CERS | 06/03/2020 | Annual | 350,000 | 157085101 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For |
Cerus Corporation | CERS | 06/03/2020 | Annual | 350,000 | 157085101 | 3 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For |
Cerus Corporation | CERS | 06/03/2020 | Annual | 350,000 | 157085101 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Cerus Corporation | CERS | 06/03/2020 | Annual | 350,000 | 157085101 | 5 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
OrthoPediatrics Corp. | KIDS | 06/03/2020 | Annual | 6,600 | 68752L100 | 1.1 | Elect Director David R. Pelizzon | Mgmt | For | For |
OrthoPediatrics Corp. | KIDS | 06/03/2020 | Annual | 6,600 | 68752L100 | 1.2 | Elect Director Harald Ruf | Mgmt | For | For |
OrthoPediatrics Corp. | KIDS | 06/03/2020 | Annual | 6,600 | 68752L100 | 1.3 | Elect Director Terry D. Schlotterback | Mgmt | For | For |
OrthoPediatrics Corp. | KIDS | 06/03/2020 | Annual | 6,600 | 68752L100 | 1.4 | Elect Director Kevin L. Unger | Mgmt | For | For |
OrthoPediatrics Corp. | KIDS | 06/03/2020 | Annual | 6,600 | 68752L100 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Zumiez Inc. | ZUMZ | 06/03/2020 | Annual | 19,200 | 989817101 | 1A | Elect Director Thomas D. Campion | Mgmt | For | For |
Zumiez Inc. | ZUMZ | 06/03/2020 | Annual | 19,200 | 989817101 | 1B | Elect Director Sarah (Sally) G. McCoy | Mgmt | For | For |
Zumiez Inc. | ZUMZ | 06/03/2020 | Annual | 19,200 | 989817101 | 1C | Elect Director Ernest R. Johnson | Mgmt | For | For |
Zumiez Inc. | ZUMZ | 06/03/2020 | Annual | 19,200 | 989817101 | 1D | Elect Director Liliana Gil Valletta | Mgmt | For | For |
Zumiez Inc. | ZUMZ | 06/03/2020 | Annual | 19,200 | 989817101 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Zumiez Inc. | ZUMZ | 06/03/2020 | Annual | 19,200 | 989817101 | 3 | Ratify Moss Adams LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 13,300 | 02553E106 | 1.1 | Elect Director Sujatha Chandrasekaran | Mgmt | For | For |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 13,300 | 02553E106 | 1.2 | Elect Director Jay L. Schottenstein | Mgmt | For | For |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 13,300 | 02553E106 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 13,300 | 02553E106 | 3 | Approve Omnibus Stock Plan | Mgmt | For | For |
American Eagle Outfitters, Inc. | AEO | 06/04/2020 | Annual | 13,300 | 02553E106 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Kratos Defense & Security Solutions, Inc. | KTOS | 06/04/2020 | Annual | 60,000 | 50077B207 | 1.1 | Elect Director Scott Anderson | Mgmt | For | For |
Kratos Defense & Security Solutions, Inc. | KTOS | 06/04/2020 | Annual | 60,000 | 50077B207 | 1.2 | Elect Director Eric DeMarco | Mgmt | For | For |
Kratos Defense & Security Solutions, Inc. | KTOS | 06/04/2020 | Annual | 60,000 | 50077B207 | 1.3 | Elect Director William Hoglund | Mgmt | For | For |
Kratos Defense & Security Solutions, Inc. | KTOS | 06/04/2020 | Annual | 60,000 | 50077B207 | 1.4 | Elect Director Scot Jarvis | Mgmt | For | For |
Kratos Defense & Security Solutions, Inc. | KTOS | 06/04/2020 | Annual | 60,000 | 50077B207 | 1.5 | Elect Director Jane Judd | Mgmt | For | For |
Kratos Defense & Security Solutions, Inc. | KTOS | 06/04/2020 | Annual | 60,000 | 50077B207 | 1.6 | Elect Director Samuel Liberatore | Mgmt | For | For |
Kratos Defense & Security Solutions, Inc. | KTOS | 06/04/2020 | Annual | 60,000 | 50077B207 | 1.7 | Elect Director Amy Zegart | Mgmt | For | For |
Kratos Defense & Security Solutions, Inc. | KTOS | 06/04/2020 | Annual | 60,000 | 50077B207 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Kratos Defense & Security Solutions, Inc. | KTOS | 06/04/2020 | Annual | 60,000 | 50077B207 | 3 | Amend Omnibus Stock Plan | Mgmt | For | For |
Kratos Defense & Security Solutions, Inc. | KTOS | 06/04/2020 | Annual | 60,000 | 50077B207 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Vocera Communications, Inc. | VCRA | 06/05/2020 | Annual | 60,000 | 92857F107 | 1.1 | Elect Director Julie Iskow | Mgmt | For | For |
Vocera Communications, Inc. | VCRA | 06/05/2020 | Annual | 60,000 | 92857F107 | 1.2 | Elect Director Howard E. Janzen | Mgmt | For | For |
Vocera Communications, Inc. | VCRA | 06/05/2020 | Annual | 60,000 | 92857F107 | 1.3 | Elect Director Alexa King | Mgmt | For | For |
Vocera Communications, Inc. | VCRA | 06/05/2020 | Annual | 60,000 | 92857F107 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Vocera Communications, Inc. | VCRA | 06/05/2020 | Annual | 60,000 | 92857F107 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Vocera Communications, Inc. | VCRA | 06/05/2020 | Annual | 60,000 | 92857F107 | 4 | Approve Omnibus Stock Plan | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Evolent Health, Inc. | EVH | 06/09/2020 | Annual | 30,000 | 30050B101 | 1a | Elect Director Bridget Duffy | Mgmt | For | For |
Evolent Health, Inc. | EVH | 06/09/2020 | Annual | 30,000 | 30050B101 | 1b | Elect Director Diane Holder | Mgmt | For | For |
Evolent Health, Inc. | EVH | 06/09/2020 | Annual | 30,000 | 30050B101 | 1c | Elect Director Michael D'Amato | Mgmt | For | For |
Evolent Health, Inc. | EVH | 06/09/2020 | Annual | 30,000 | 30050B101 | 2 | Ratify Deloitte & Touche LLP as Auditor | Mgmt | For | For |
Evolent Health, Inc. | EVH | 06/09/2020 | Annual | 30,000 | 30050B101 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Express, Inc. | EXPR | 06/10/2020 | Annual | 61,875 | 30219E103 | 1a | Elect Director Michael Archbold | Mgmt | For | For |
Express, Inc. | EXPR | 06/10/2020 | Annual | 61,875 | 30219E103 | 1b | Elect Director Timothy Baxter | Mgmt | For | For |
Express, Inc. | EXPR | 06/10/2020 | Annual | 61,875 | 30219E103 | 1c | Elect Director Peter Swinburn | Mgmt | For | For |
Express, Inc. | EXPR | 06/10/2020 | Annual | 61,875 | 30219E103 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Express, Inc. | EXPR | 06/10/2020 | Annual | 61,875 | 30219E103 | 3 | Ratify PricewaterhouseCoopers LLP as Auditor | Mgmt | For | For |
Express, Inc. | EXPR | 06/10/2020 | Annual | 61,875 | 30219E103 | 4 | Amend Omnibus Stock Plan | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Flexion Therapeutics, Inc. | FLXN | 06/10/2020 | Annual | 50,000 | 33938J106 | 1.1 | Elect Director Heath Lukatch | Mgmt | For | For |
Flexion Therapeutics, Inc. | FLXN | 06/10/2020 | Annual | 50,000 | 33938J106 | 1.2 | Elect Director Patrick J. Mahaffy | Mgmt | For | For |
Flexion Therapeutics, Inc. | FLXN | 06/10/2020 | Annual | 50,000 | 33938J106 | 1.3 | Elect Director Alan W. Milinazzo | Mgmt | For | For |
Flexion Therapeutics, Inc. | FLXN | 06/10/2020 | Annual | 50,000 | 33938J106 | 2 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For |
Flexion Therapeutics, Inc. | FLXN | 06/10/2020 | Annual | 50,000 | 33938J106 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
OptiNose, Inc. | OPTN | 06/10/2020 | Annual | 100,000 | 68404V100 | 1.1 | Elect Director Joshua A. Tamaroff | Mgmt | For | For |
OptiNose, Inc. | OPTN | 06/10/2020 | Annual | 100,000 | 68404V100 | 1.2 | Elect Director William F. Doyle | Mgmt | For | For |
OptiNose, Inc. | OPTN | 06/10/2020 | Annual | 100,000 | 68404V100 | 2 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 300,000 | 886885102 | 1.1 | Elect Director Hezy Shaked | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 300,000 | 886885102 | 1.2 | Elect Director Doug Collier | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 300,000 | 886885102 | 1.3 | Elect Director Seth Johnson | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 300,000 | 886885102 | 1.4 | Elect Director Janet E. Kerr | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 300,000 | 886885102 | 1.5 | Elect Director Edmond Thomas | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 300,000 | 886885102 | 1.6 | Elect Director Bernard Zeichner | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 300,000 | 886885102 | 2 | Amend Omnibus Stock Plan | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 300,000 | 886885102 | 3 | Ratify BDO USA, LLP as Auditors | Mgmt | For | For |
Tilly's, Inc. | TLYS | 06/10/2020 | Annual | 300,000 | 886885102 | 4 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 4,780 | 29084Q100 | 1a | Elect Director John W. Altmeyer | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 4,780 | 29084Q100 | 1b | Elect Director Anthony J. Guzzi | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 4,780 | 29084Q100 | 1c | Elect Director Richard F. Hamm, Jr. | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 4,780 | 29084Q100 | 1d | Elect Director David H. Laidley | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 4,780 | 29084Q100 | 1e | Elect Director Carol P. Lowe | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 4,780 | 29084Q100 | 1f | Elect Director M. Kevin McEvoy | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 4,780 | 29084Q100 | 1g | Elect Director William P. Reid | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 4,780 | 29084Q100 | 1h | Elect Director Steven B. Schwarzwaelder | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 4,780 | 29084Q100 | 1i | Elect Director Robin Walker-Lee | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 4,780 | 29084Q100 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 4,780 | 29084Q100 | 3 | Ratify Ernst & Young LLP as Auditor | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 4,780 | 29084Q100 | 4 | Amend Restricted Stock Plan | Mgmt | For | For |
EMCOR Group, Inc. | EME | 06/11/2020 | Annual | 4,780 | 29084Q100 | 5 | Provide Right to Act by Written Consent | SH | Against | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Tabula Rasa HealthCare, Inc. | TRHC | 06/12/2020 | Annual | 8,400 | 873379101 | 1.1 | Elect Director Jan Berger | Mgmt | For | For |
Tabula Rasa HealthCare, Inc. | TRHC | 06/12/2020 | Annual | 8,400 | 873379101 | 1.2 | Elect Director Kathrine O'Brien | Mgmt | For | For |
Tabula Rasa HealthCare, Inc. | TRHC | 06/12/2020 | Annual | 8,400 | 873379101 | 1.3 | Elect Director Michael Purcell | Mgmt | For | For |
Tabula Rasa HealthCare, Inc. | TRHC | 06/12/2020 | Annual | 8,400 | 873379101 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Tabula Rasa HealthCare, Inc. | TRHC | 06/12/2020 | Annual | 8,400 | 873379101 | 3 | Ratify KPMG LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Inovalon Holdings, Inc. | INOV | 06/17/2020 | Annual | 17,900 | 45781D101 | 1.1 | Elect Director Keith R. Dunleavy | Mgmt | For | For |
Inovalon Holdings, Inc. | INOV | 06/17/2020 | Annual | 17,900 | 45781D101 | 1.2 | Elect Director Denise K. Fletcher | Mgmt | For | For |
Inovalon Holdings, Inc. | INOV | 06/17/2020 | Annual | 17,900 | 45781D101 | 1.3 | Elect Director William D. Green | Mgmt | For | For |
Inovalon Holdings, Inc. | INOV | 06/17/2020 | Annual | 17,900 | 45781D101 | 1.4 | Elect Director Andre S. Hoffmann | Mgmt | For | For |
Inovalon Holdings, Inc. | INOV | 06/17/2020 | Annual | 17,900 | 45781D101 | 1.5 | Elect Director Isaac S. Kohane | Mgmt | For | For |
Inovalon Holdings, Inc. | INOV | 06/17/2020 | Annual | 17,900 | 45781D101 | 1.6 | Elect Director Mark A. Pulido | Mgmt | For | For |
Inovalon Holdings, Inc. | INOV | 06/17/2020 | Annual | 17,900 | 45781D101 | 1.7 | Elect Director Lee D. Roberts | Mgmt | For | For |
Inovalon Holdings, Inc. | INOV | 06/17/2020 | Annual | 17,900 | 45781D101 | 1.8 | Elect Director William J. Teuber, Jr. | Mgmt | For | For |
Inovalon Holdings, Inc. | INOV | 06/17/2020 | Annual | 17,900 | 45781D101 | 2 | Ratify Deloitte & Touche LLP as Auditors | Mgmt | For | For |
Inovalon Holdings, Inc. | INOV | 06/17/2020 | Annual | 17,900 | 45781D101 | 3 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 5,900 | 559079207 | 1.1 | Elect Director Steven J. Shulman | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 5,900 | 559079207 | 1.2 | Elect Director Swati Abbott | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 5,900 | 559079207 | 1.3 | Elect Director Kenneth J. Fasola | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 5,900 | 559079207 | 1.4 | Elect Director Peter A. Feld | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 5,900 | 559079207 | 1.5 | Elect Director G. Scott MacKenzie | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 5,900 | 559079207 | 1.6 | Elect Director Leslie V. Norwalk | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 5,900 | 559079207 | 1.7 | Elect Director Guy P. Sansone | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 5,900 | 559079207 | 1.8 | Elect Director Mural R. Josephson | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 5,900 | 559079207 | 1.9 | Elect Director Christopher J. Chen | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 5,900 | 559079207 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 5,900 | 559079207 | 3 | Advisory Vote on Say on Pay Frequency | Mgmt | One Year | One Year |
Magellan Health, Inc. | MGLN | 06/17/2020 | Annual | 5,900 | 559079207 | 4 | Ratify Ernst & Young LLP as Auditors | Mgmt | For | For |
Issuer Name | Ticker | Meeting Date | Meeting Type | Shares Voted | Primary CUSIP | Proposal Number | Proposal Text | Proponent | Mgmt Rec | Vote Instruction |
Fluidigm Corporation | FLDM | 06/23/2020 | Annual | 400,000 | 34385P108 | 1.1 | Elect Director Nicolas M. Barthelemy | Mgmt | For | For |
Fluidigm Corporation | FLDM | 06/23/2020 | Annual | 400,000 | 34385P108 | 1.2 | Elect Director Bill W. Colston | Mgmt | For | For |
Fluidigm Corporation | FLDM | 06/23/2020 | Annual | 400,000 | 34385P108 | 2 | Advisory Vote to Ratify Named Executive Officers' Compensation | Mgmt | For | For |
Fluidigm Corporation | FLDM | 06/23/2020 | Annual | 400,000 | 34385P108 | 3 | Amend Qualified Employee Stock Purchase Plan | Mgmt | For | For |
Fluidigm Corporation | FLDM | 06/23/2020 | Annual | 400,000 | 34385P108 | 4 | Amend Omnibus Stock Plan | Mgmt | For | For |
Fluidigm Corporation | FLDM | 06/23/2020 | Annual | 400,000 | 34385P108 | 5 | Ratify PricewaterhouseCoopers LLP as Auditors | Mgmt | For | For |
SIGNATURES
Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
PARADIGM FUNDS
By: /s/Candace King Weir
Candace King Weir, President
Date: 8/11/2020