| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Ventas, Inc. | | VTR | | 92276F100 | | USA | | | 01-Jul-11 | | | Special | | Management | | 1 | | Issue Shares in Connection with Acquisition | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Increase Authorized Common Stock | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Adjourn Meeting | | For | | For |
NYSE Euronext | | NYX | | 629491101 | | USA | | | 07-Jul-11 | | | Special | | Management | | 1 | | Approve Merger Agreement | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Reduce Supermajority Vote Requirement to Amend Articles and Approve Certain Transactions | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Reduce Supermajority Vote Requirement to Elect Directors in Certain Circumstances and Remove Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Approve Appointment of Directors for Initial Term Expiring at the AGM in 2015 | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Adjourn Meeting | | For | | For |
BMC Software, Inc. | | BMC | | 055921100 | | USA | | | 21-Jul-11 | | | Annual | | Management | | 1 | | Elect Director Robert E. Beauchamp | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Jon E. Barfield | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Gary L. Bloom | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Meldon K. Gafner | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Mark J. Hawkins | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Stephan A. James | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director P. Thomas Jenkins | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Louis J. Lavigne, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Kathleen A. O Neil | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Tom C. Tinsley | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
Constellation Brands, Inc. | | STZ | | 21036P108 | | USA | | | 21-Jul-11 | | | Annual | | Management | | 1.1 | | Elect Director Jerry Fowden | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Barry A. Fromberg | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Jeananne K. Hauswald | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director James A. Locke III | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Richard Sands | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Robert Sands | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Paul L. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Mark Zupan | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Share Holder | | 5 | | Request that the Board Adopt a Plan for All Stock to Have One Vote Per Share | | Against | | For |
McKesson Corporation | | MCK | | 58155Q103 | | USA | | | 27-Jul-11 | | | Annual | | Management | | 1 | | Elect Director Andy D. Bryant | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Wayne A. Budd | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director John H. Hammergren | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Alton F. Irby III | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director M. Christine Jacobs | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Marie L. Knowles | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director David M. Lawrence | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Edward A. Mueller | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Jane E. Shaw | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 13 | | Reduce Supermajority Vote Requirement to Amend Certificate of Incorporation That Adversely Affects Holders of Series A Junior Participating Preferred Stock | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Reduce Supermajority Vote Requirement to Amend Bylaws | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Reduce Supermajority Vote Requirement and “Fair Price” Provision Applicable to Certain Business Combinations | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Amend Certificate of Incorporation to Remove Transitional Provision Related to Eliminated Classified Board Structure | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Amend Certificate of Incorporation to Conform the “Interested Transactions” Provisions and the Stockholder Action Provision | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 18 | | Stock Retention/Holding Period | | Against | | For |
Polo Ralph Lauren Corporation | | RL | | 731572103 | | USA | | | 11-Aug-11 | | | Annual | | Management | | 1.1 | | Elect Director Frank A. Bennack, Jr | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Joel L. Fleishman | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Steven P. Murphy | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 5 | | Change Company Name | | For | | For |
Red Hat, Inc. | | RHT | | 756577102 | | USA | | | 11-Aug-11 | | | Annual | | Management | | 1 | | Elect Director Sohaib Abbasi | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Narendra K. Gupta | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director William S. Kaiser | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director James M. Whitehurst | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 8 | | Approve Executive Incentive Bonus Plan | | For | | For |
Precision Castparts Corp. | | PCP | | 740189105 | | USA | | | 16-Aug-11 | | | Annual | | Management | | 1.1 | | Elect Director Don R. Graber | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Lester L. Lyles | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Timothy A. Wicks | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
The J. M. Smucker Company | | SJM | | 832696405 | | USA | | | 17-Aug-11 | | | Annual | | Management | | 1 | | Elect Director Vincent C. Byrd | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director R. Douglas Cowan | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Elizabeth Valk Long | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Mark T. Smucker | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Share Holder | | 8 | | Prepare Sustainability Report | | Against | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Compuware Corporation | | CPWR | | 205638109 | | USA | | | 23-Aug-11 | | | Annual | | Management | | 1.1 | | Elect Director Dennis W. Archer | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Gurminder S. Bedi | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director William O. Grabe | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Frederick A. Henderson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Peter Karmanos, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Faye Alexander Nelson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Robert C. Paul | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Glenda D. Price | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director W. James Prowse | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director G. Scott Romney | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Ralph J. Szygenda | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 5 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 7 | | Require a Majority Vote for the Election of Directors | | Against | | For |
Duke Energy Corporation | | DUK | | 26441C105 | | USA | | | 23-Aug-11 | | | Special | | Management | | 1 | | Approve Reverse Stock Split | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Issue Shares in Connection with Acquisition | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Adjourn Meeting | | For | | For |
Progress Energy, Inc. | | PGN | | 743263105 | | USA | | | 23-Aug-11 | | | Special | | Management | | 1 | | Approve Merger Agreement | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Adjourn Meeting | | For | | For |
H. J. Heinz Company | | HNZ | | 423074103 | | USA | | | 30-Aug-11 | | | Annual | | Management | | 1 | | Elect Director William R. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Charles E. Bunch | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Leonard S. Coleman, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director John G. Drosdick | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Edith E. Holiday | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Candace Kendle | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Dean R. O’Hare | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Nelson Peltz | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Dennis H. Reilley | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Lynn C. Swann | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Thomas J. Usher | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Michael F. Weinstein | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
NetApp, Inc. | | NTAP | | 64110D104 | | USA | | | 31-Aug-11 | | | Annual | | Management | | 1.1 | | Elect Director Daniel J. Warmenhoven | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Nicholas G. Moore | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Thomas Georgens | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Jeffry R. Allen | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Allan L. Earhart | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Gerald Held | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director T. Michael Nevens | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director George T. Shaheen | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Robert T. Wall | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Richard P. Wallace | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
Patterson Companies, Inc. | | PDCO | | 703395103 | | USA | | | 12-Sep-11 | | | Annual | | Management | | 1.1 | | Elect Director Andre B. Lacey | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Les C. Vinney | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote on Say on Pay Frequency | | None | | One Year |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
H&R Block, Inc. | | HRB | | 093671105 | | USA | | | 14-Sep-11 | | | Annual | | Management | | 1 | | Elect Director Paul J. Brown | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director William C. Cobb | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Marvin R. Ellison | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Robert A. Gerard | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director David B. Lewis | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Victoria J. Reich | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Bruce C. Rohde | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Tom D. Seip | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Christianna Wood | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director James F. Wright | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 13 | | Amend Deferred Compensation Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Ratify Auditors | | For | | For |
NIKE, Inc. | | NKE | | 654106103 | | USA | | | 19-Sep-11 | | | Annual | | Management | | 1.1 | | Elect Director Alan B. Graf, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director John C. Lechleiter | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Phyllis M. Wise | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
Darden Restaurants, Inc. | | DRI | | 237194105 | | USA | | | 22-Sep-11 | | | Annual | | Management | | 1.1 | | Elect Director Leonard L. Berry | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Odie C. Donald | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Christopher J. Fraleigh | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Victoria D. Harker | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director David H. Hughes | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Charles A. Ledsinger Jr | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director William M. Lewis, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Senator Connie Mack III | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Andrew H. Madsen | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Clarence Otis, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Michael D. Rose | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Director Maria A. Sastre | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
ConAgra Foods, Inc. | | CAG | | 205887102 | | USA | | | 23-Sep-11 | | | Annual | | Management | | 1.1 | | Elect Director Mogens C. Bay | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Stephan G. Butler | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Steven F. Goldstone | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Joie A. Gregor | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Rajive Johri | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director w.G. Jurgensen | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Richard H. Lenny | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Ruth Ann Marshall | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Gary M. Rodkin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Andrew J. Schindler | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Kenneth E. Stinson | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
FedEx Corporation | | FDX | | 31428X106 | | USA | | | 26-Sep-11 | | | Annual | | Management | | 1 | | Elect Director James L. Barksdale | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director John A. Edwardson | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Shirley Ann Jackson | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Steven R. Loranger | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Gary W. Loveman | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director R. Brad Martin | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Joshua Cooper Ramo | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Susan C. Schwab | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Frederick W. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Joshua I. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director David P. Steiner | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Paul S. Walsh | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Provide Right to Call Special Meeting | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Share Holder | | 17 | | Require Independent Board Chairman | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 18 | | Stock Retention/Holding Period | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 19 | | Report on Political Contributions | | Against | | For |
General Mills, Inc. | | GIS | | 370334104 | | USA | | | 26-Sep-11 | | | Annual | | Management | | 1 | | Elect Director Bradbury H. Anderson | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director R. Kerry Clark | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Paul Danos | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director William T. Esrey | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Raymond V. Gilmartin | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Judith Richards Hope | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Heidi G. Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Hilda Ochoa-Brillembourg | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Steve Odland | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Kendall J. Powell | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Michael D. Rose | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Robert L. Ryan | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Dorothy A. Terrell | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Approve Non-Employee Director Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 18 | | Ratify Auditors | | For | | For |
Paychex, Inc. | | PAYX | | 704326107 | | USA | | | 11-Oct-11 | | | Annual | | Management | | 1 | | Elect Director B. Thomas Golisano | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Joseph G. Doody | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director David J. S. Flaschen | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Phillip Horsley | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Grant M. Inman | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Pamela A. Joseph | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Martin Mucci | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Joseph M. Tucci | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Joseph M. Velli | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
The Procter & Gamble Company | | PG | | 742718109 | | USA | | | 11-Oct-11 | | | Annual | | Management | | 1 | | Elect Director Angela F. Braly | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Kenneth I. Chenault | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Scott D. Cook | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Susan Desmond-Hellmann | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Robert A. McDonald | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director W. James McNerney, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Johnathan A. Rodgers | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Margaret C. Whitman | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Mary Agnes Wilderotter | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Patricia A. Woertz | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Ernesto Zedillo | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 15 | | Amend Articles of Incorporation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Provide for Cumulative Voting | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Phase Out Use of Laboratory Animals in Pet Food Product Testing | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 18 | | Report on Political Contributions and Provide Advisory Vote | | Against | | Against |
Oracle Corporation | | ORCL | | 68389X105 | | USA | | | 12-Oct-11 | | | Annual | | Management | | 1.1 | | Elect Director Jeffrey S. Berg | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director H. Raymond Bingham | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Michael J. Boskin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Safra A. Catz | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Bruce R. Chizen | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director George H. Conrades | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Lawrence J. Ellison | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Hector Garcia-Molina | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Jeffrey O. Henley | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Mark V. Hurd | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Donald L. Lucas | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Director Naomi O. Seligman | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote on Say on Pay Frequency | | None | | One Year |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Stock Retention/Holding Period | | Against | | For |
Parker-Hannifin Corporation | | PH | | 701094104 | | USA | | | 26-Oct-11 | | | Annual | | Management | | 1.1 | | Elect Director Robert G. Bohn | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Linda S. Harty | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director William E. Kassling | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Robert J. Kohlhepp | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Klaus-Peter Muller | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Candy M. Obourn | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Joseph M. Scaminace | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Wolfgang R. Schmitt | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Ake Svensson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director James L. Wainscott | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Donald E. Washkewicz | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Share Holder | | 5 | | Require Independent Board Chairman | | Against | | Against |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Sara Lee Corporation | | SLE | | 803111103 | | USA | | | 27-Oct-11 | | | Annual | | Management | | 1 | | Elect Director Christopher B. Begley | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Jan Bennink | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Crandall C. Bowles | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Virgis W. Colbert | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director James S. Crown | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Laurette T. Koellner | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Cornelis J.A. Van Lede | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director John McAdam | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Sir Ian Prosser | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Norman R. Sorensen | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Jeffrey W. Ubben | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Jonathan P. Ward | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Share Holder | | 16 | | Report on Political Contributions | | Against | | Against |
Cardinal Health, Inc. | | CAH | | 14149Y108 | | USA | | | 02-Nov-11 | | | Annual | | Management | | 1 | | Elect Director Colleen F. Arnold | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director George S. Barrett | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Glenn A. Britt | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Carrie S. Cox | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Calvin Darden | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Bruce L. Downey | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director John F. Finn | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Gregory B. Kenny | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director David P. King | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Richard C. Notebaert | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director David W. Raisbeck | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Jean G. Spaulding | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Share Holder | | 17 | | Require Independent Board Chairman | | Against | | Against |
CareFusion Corporation | | CFN | | 14170T101 | | USA | | | 02-Nov-11 | | | Annual | | Management | | 1 | | Elect Director Jacqueline B. Kosecoff, Ph.D. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Michael D. O’Halleran | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Robert P. Wayman | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
Coach, Inc. | | COH | | 189754104 | | USA | | | 03-Nov-11 | | | Annual | | Management | | 1.1 | | Elect Director Lew Frankfort | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Susan Kropf | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Gary Loveman | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Ivan Menezes | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Irene Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Michael Murphy | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Jide Zeitlin | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
DeVry Inc. | | DV | | 251893103 | | USA | | | 03-Nov-11 | | | Annual | | Management | | 1.1 | | Elect Director Christopher B. Begley | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director David S. Brown | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Gary Butler | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Lisa W. Pickrum | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Fernando Ruiz | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
Automatic Data Processing, Inc. | | ADP | | 053015103 | | USA | | | 08-Nov-11 | | | Annual | | Management | | 1.1 | | Elect Director Gregory D. Brenneman | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Leslie A. Brun | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Gary C. Butler | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Richard T. Clark | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Eric C. Fast | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Linda R. Gooden | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director R. Glenn Hubbard | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director John P. Jones | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Enrique T. Salem | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Gregory L. Summe | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
The Estee Lauder Companies Inc. | | EL | | 518439104 | | USA | | | 11-Nov-11 | | | Annual | | Management | | 1.1 | | Elect Director Charlene Barshefsky | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Wei Sun Christianson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Fabrizio Freda | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Jane Lauder | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Leonard A. Lauder | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
Microsoft Corporation | | MSFT | | 594918104 | | USA | | | 15-Nov-11 | | | Annual | | Management | | 1 | | Elect Director Steven A. Ballmer | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Dina Dublon | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director William H. Gates, III | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Raymond V. Gilmartin | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Reed Hastings | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Maria M. Klawe | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director David F. Marquardt | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Charles H. Noski | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Helmut Panke | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 13 | | Amend Bylaws to Establish a Board Committee on Environmental Sustainability | | Against | | Against |
Sysco Corporation | | SYY | | 871829107 | | USA | | | 16-Nov-11 | | | Annual | | Management | | 1 | | Elect Director Judith B. Craven, M.D. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director William J. DeLaney | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Larry C. Glasscock | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Richard G. Tilghman | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 7 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Campbell Soup Company | | CPB | | 134429109 | | USA | | | 17-Nov-11 | | | Annual | | Management | | 1.1 | | Elect Director Edmund M. Carpenter | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Paul R. Charron | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Bennett Dorrance | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Lawrence C. Karlson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Randall W. Larrimore | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Mary Alice D. Malone | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Sara Mathew | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Denise M. Morrison | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director William D. Perez | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Charles R. Perrin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director A. Barry Rand | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Nick Shreiber | | For | | For |
| | | | | | | | | | | | | | Management | | 1.13 | | Elect Director Tracey T. Travis | | For | | For |
| | | | | | | | | | | | | | Management | | 1.14 | | Elect Director Archbold D. van Beuren | | For | | For |
| | | | | | | | | | | | | | Management | | 1.15 | | Elect Director Les C. Vinney | | For | | For |
| | | | | | | | | | | | | | Management | | 1.16 | | Elect Director Charlotte C. Weber | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
Constellation Energy Group, Inc. | | CEG | | 210371100 | | USA | | | 17-Nov-11 | | | Special | | Management | | 1 | | Approve Merger Agreement | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote on Golden Parachutes | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Adjourn Meeting | | For | | For |
Exelon Corporation | | EXC | | 30161N101 | | USA | | | 17-Nov-11 | | | Special | | Management | | 1 | | Issue Shares in Connection with Acquisition | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Adjourn Meeting | | For | | For |
Motorola Mobility Holdings, Inc. | | MMI | | 620097105 | | USA | | | 17-Nov-11 | | | Special | | Management | | 1 | | Approve Merger Agreement | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Adjourn Meeting | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote on Golden Parachutes | | For | | For |
American Tower Corporation | | AMT | | 029912201 | | USA | | | 29-Nov-11 | | | Special | | Management | | 1 | | Approve Reorganization Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Adjourn Meeting | | For | | For |
Expedia, Inc. | | EXPE | | 30212P105 | | USA | | | 06-Dec-11 | | | Annual | | Management | | 1 | | Approve Spin-Off Agreement | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Approve Reverse Stock Split | | For | | Against |
| | | | | | | | | | | | | | Management | | 3 | | Approve Merger Agreement | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Amend Certificate of Incorporation Renouncing Interest in Transactions that may be a Corporate Opportunity for both Expedia and TripAdvisor | | For | | For |
| | | | | | | | | | | | | | Management | | 5.1 | | Elect Director A. George ‘Skip’ Battle | | For | | For |
| | | | | | | | | | | | | | Management | | 5.2 | | Elect Director Barry Diller | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 5.3 | | Elect Director Jonathan L. Dolgen | | For | | For |
| | | | | | | | | | | | | | Management | | 5.4 | | Elect Director William R. Fitzgerald | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 5.5 | | Elect Director Craig A. Jacobson | | For | | For |
| | | | | | | | | | | | | | Management | | 5.6 | | Elect Director Victor A. Kaufman | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 5.7 | | Elect Director Peter M. Kern | | For | | For |
| | | | | | | | | | | | | | Management | | 5.8 | | Elect Director Dara Khosrowshahi | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 5.9 | | Elect Director John C. Malone | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 5.10 | | Elect Director Jose A. Tazon | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Advisory Vote on Say on Pay Frequency | | Three Years | | One Year |
AutoZone, Inc. | | AZO | | 053332102 | | USA | | | 14-Dec-11 | | | Annual | | Management | | 1 | | Elect Director William C. Crowley | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Sue E. Gove | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Earl G. Graves, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Robert R. Grusky | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director J. R. Hyde, III | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director W. Andrew McKenna | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director George R. Mrkonic, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Luis P. Nieto | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director William C. Rhodes, III | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
Pall Corporation | | PLL | | 696429307 | | USA | | | 14-Dec-11 | | | Annual | | Management | | 1 | | Elect Director Amy E. Alving | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Daniel J. Carroll, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Robert B. Coutts | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Cheryl W. Grisé | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Ronald L. Hoffman | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Lawrence D. Kingsley | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Dennis N. Longstreet | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director B. Craig Owens | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Katharine L. Plourde | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Edward L. Snyder | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Edward Travaglianti | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 15 | | Approve Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Approve Omnibus Stock Plan | | For | | For |
ACE Limited | | ACE | | H0023R105 | | Switzerland | | | 09-Jan-12 | | | Special | | Management | | 1 | | Approve Dividend Distribution from Legal Reserves | | For | | For |
Walgreen Co. | | WAG | | 931422109 | | USA | | | 11-Jan-12 | | | Annual | | Management | | 1 | | Elect Director David J. Brailer | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Steven A. Davis | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director William C. Foote | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Mark P. Frissora | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Ginger L. Graham | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Alan G. McNally | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Nancy M. Schlichting | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director David Y. Schwartz | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Alejandro Silva | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director James A. Skinner | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Gregory D. Wasson | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Approve Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Share Holder | | 16 | | Adopt Retention Ratio for Executives | | Against | | For |
Family Dollar Stores, Inc. | | FDO | | 307000109 | | USA | | | 19-Jan-12 | | | Annual | | Management | | 1.1 | | Elect Director Mark R. Bernstein | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Pamela L. Davies | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Sharon Allred Decker | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Edward C. Dolby | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Glenn A. Eisenberg | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Edward P. Garden | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Howard R. Levine | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director George R. Mahoney, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director James G. Martin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Harvey Morgan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Dale C. Pond | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Intuit Inc. | | INTU | | 461202103 | | USA | | | 19-Jan-12 | | | Annual | | Management | | 1 | | Elect Director Christopher W. Brody | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director William V. Campbell | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Scott D. Cook | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Diane B. Greene | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Edward A. Kangas | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Suzanne Nora Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Dennis D. Powell | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Brad D. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
Costco Wholesale Corporation | | COST | | 22160K105 | | USA | | | 26-Jan-12 | | | Annual | | Management | | 1.1 | | Elect Director James D. Sinegal | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Jeffrey H. Brotman | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Richard A. Galanti | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Daniel J. Evans | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Jeffrey S. Raikes | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Hormel Foods Corporation | | HRL | | 440452100 | | USA | | | 31-Jan-12 | | | Annual | | Management | | 1.1 | | Elect Director Terrell K. Crews | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Jeffrey M. Ettinger | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Jody H. Feragen | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Glenn S. Forbes | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Stephen M. Lacy | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Susan I. Marvin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Michael J. Mendes | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director John L. Morrison | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Elsa A. Murano | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Robert C. Nakasone | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Susan K. Nestegard | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Dakota A. Pippins | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
Visa Inc. | | V | | 92826C839 | | USA | | | 31-Jan-12 | | | Annual | | Management | | 1 | | Elect Director Gary P. Coughlan | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Mary B. Cranston | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Francisco Javier Fernandez-Carbajal | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Robert W. Matschullat | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Cathy E. Minehan | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Suzanne Nora Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director David J. Pang | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Joseph W. Saunders | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director William S. Shanahan | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director John A. Swainson | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
Rockwell Collins, Inc. | | COL | | 774341101 | | USA | | | 03-Feb-12 | | | Annual | | Management | | 1.1 | | Elect Director A.J. Carbone | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director C.M. Jones | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director C.L. Shavers | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
Tyson Foods, Inc. | | TSN | | 902494103 | | USA | | | 03-Feb-12 | | | Annual | | Management | | 1.1 | | Elect Director John Tyson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Kathleen M. Bader | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Gaurdie E. Banister, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Jim Kever | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Kevin M. McNamara | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Brad T. Sauer | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Robert Thurber | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Barbara A. Tyson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Albert C. Zapanta | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
Rockwell Automation, Inc. | | ROK | | 773903109 | | USA | | | 07-Feb-12 | | | Annual | | Management | | 1.1 | | Elect Director Betty C. Alewine | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Verne G. Istock | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director David B. Speer | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Accenture plc | | CSA | | G1151C101 | | Ireland | | | 09-Feb-12 | | | Annual | | Management | | 1 | | Accept Financial Statements and Statutory Reports | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Reelect Dina Dublon as a Director | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Reelect William D. Green as a Director | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Reelect Nobuyuki Idei as a Director | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Reelect Marjorie Magner as a Director | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Approve Auditors and Authorize Board to Fix Their Remuneration | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Authorize the Holding of the 2013 AGM at a Location Outside Ireland | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Authorize Open-Market Purchases of Class A Ordinary Shares | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Determine the Price Range at which Accenture Plc can Re-issue Shares that it Acquires as Treasury Stock | | For | | For |
Varian Medical Systems, Inc. | | VAR | | 92220P105 | | USA | | | 09-Feb-12 | | | Annual | | Management | | 1.1 | | Elect Director Timothy E. Guertin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director David J. Illingworth | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Ruediger Naumann-Etienne | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
Apple Inc. | | AAPL | | 037833100 | | USA | | | 23-Feb-12 | | | Annual | | Management | | 1.1 | | Elect Director William V. Campbell | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Timothy D. Cook | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Millard S. Drexler | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Al Gore | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Robert A. Iger | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Andrea Jung | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Arthur D. Levinson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Ronald D. Sugar | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Prepare Conflict of Interest Report | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 5 | | Advisory Vote to Ratify Directors’ Compensation | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 6 | | Report on Political Contributions | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 7 | | Require a Majority Vote for the Election of Directors | | Against | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Deere & Company | | DE | | 244199105 | | USA | | | 29-Feb-12 | | | Annual | | Management | | 1 | | Elect Director Crandall C. Bowles | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Vance D. Coffman | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Charles O. Holliday, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Dipak C. Jain | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Clayton M. Jones | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Joachim Milberg | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Richard B. Myers | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Thomas H. Patrick | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Sherry M. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Approve Non-Employee Director Restricted Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
AmerisourceBergen Corporation | | ABC | | 03073E105 | | USA | | | 01-Mar-12 | | | Annual | | Management | | 1 | | Elect Director Steven H. Collis | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Richard C. Gozon | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Kathleen W. Hyle | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Michael J. Long | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Applied Materials, Inc. | | AMAT | | 038222105 | | USA | | | 06-Mar-12 | | | Annual | | Management | | 1 | | Elect Director Aart J. de Geus | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Stephen R. Forrest | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Thomas J. Iannotti | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Susan M. James | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Alexander A. Karsner | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Gerhard H. Parker | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Dennis D. Powell | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Willem P. Roelandts | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director James E. Rogers | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Michael R. Splinter | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Robert H. Swan | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Ratify Auditors | | For | | For |
Joy Global Inc. | | JOY | | 481165108 | | USA | | | 06-Mar-12 | | | Annual | | Management | | 1.1 | | Elect Director Steven L. Gerard | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director John T. Gremp | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director John Nils Hanson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Gale E. Klappa | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Richard B. Loynd | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director P. Eric Siegert | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Michael W. Sutherlin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director James H. Tate | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Reduce Supermajority Vote Requirement | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Amend Omnibus Stock Plan | | For | | For |
QUALCOMM Incorporated | | QCOM | | 747525103 | | USA | | | 06-Mar-12 | | | Annual | | Management | | 1.1 | | Elect Director Barbara T. Alexander | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Stephen M. Bennett | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Donald G. Cruickshank | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Raymond V. Dittamore | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Thomas W. Horton | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Paul E. Jacobs | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Robert E. Kahn | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Sherry Lansing | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Duane A. Nelles | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Francisco Ros | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Brent Scowcroft | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Marc I. Stern | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 4 | | Eliminate Provision Relating to Plurality Voting for the Election of Directors | | For | | For |
Helmerich & Payne, Inc. | | HP | | 423452101 | | USA | | | 07-Mar-12 | | | Annual | | Management | | 1.1 | | Elect Director Donald F. Robillard, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Francis Rooney | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Edward B. Rust, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Provide Directors May Be Removed for Cause or Without Cause | | For | | For |
TE Connectivity Ltd. | | TEL | | H84989104 | | Switzerland | | | 07-Mar-12 | | | Annual | | Management | | 1 | | Reelect Pierre Brondeau as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Reelect Juergen Gromer as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Reelect William A. Jeffrey as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Reelect Thomas Lynch as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Reelect Yong Nam as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Reelect Daniel Phelan as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Reelect Frederic Poses as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Reelect Lawrence Smith as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Reelect Paula Sneed as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Reelect David Steiner as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Reelect John Van Scoter as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Accept Annual Report for Fiscal 2010/2011 | | For | | For |
| | | | | | | | | | | | | �� | Management | | 13 | | Accept Statutory Financial Statements for Fiscal 2011/2012 | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Accept Consolidated Financial Statements for Fiscal 2011/2012 | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Approve Discharge of Board and Senior Management | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Ratify Deloitte & Touche LLP as Independent Registered Public Accounting Firm for Fiscal 2011/2012 | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Ratify Deloitte AG as Swiss Registered Auditors for Fiscal 2011/2012 | | For | | For |
| | | | | | | | | | | | | | Management | | 18 | | Ratify PricewaterhouseCoopers AG as Special Auditor for Fiscal 2011/2012 | | For | | For |
| | | | | | | | | | | | | | Management | | 19 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 20 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 21 | | Approve Reduction in Share Capital | | For | | For |
| | | | | | | | | | | | | | Management | | 22 | | Authorize Share Repurchase Program | | For | | Against |
| | | | | | | | | | | | | | Management | | 23 | | Approve Ordinary Cash Dividend | | For | | For |
| | | | | | | | | | | | | | Management | | 24 | | Approve Reallocation of Free Reserves to Legal Reserves | | For | | For |
| | | | | | | | | | | | | | Management | | 25 | | Adjourn Meeting | | For | | Against |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Tyco International Ltd. | | TYC | | H89128104 | | Switzerland | | | 07-Mar-12 | | | Annual | | Management | | 1 | | Accept Financial Statements and Statutory Reports for Fiscal 2010/2011 | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Approve Discharge of Board and Senior Management | | For | | For |
| | | | | | | | | | | | | | Management | | 3.1 | | Elect Edward D. Breen as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 3.2 | | Elect Michael Daniels as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 3.3 | | Reelect Timothy Donahue as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 3.4 | | Reelect Brian Duperreault as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 3.5 | | Reelect Bruce Gordon as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 3.6 | | Reelect Rajiv L. Gupta as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 3.7 | | Reelect John Krol as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 3.8 | | Reelect Brendan O’Neill as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 3.9 | | Reelect Dinesh Paliwal as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 3.10 | | Reelect William Stavropoulos as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 3.11 | | Reelect Sandra Wijnberg as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 3.12 | | Reelect R. David Yost as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 4a | | Ratify Deloitte AG as Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 4b | | Appoint Deloitte & Touche LLP as Independent Registered Public Accounting Firm for Fiscal 2011/2012 | | For | | For |
| | | | | | | | | | | | | | Management | | 4c | | Ratify PricewaterhouseCoopers AG as Special Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5a | | Approve Allocation of Income | | For | | For |
| | | | | | | | | | | | | | Management | | 5b | | Approve Consolidated Reserves | | For | | For |
| | | | | | | | | | | | | | Management | | 5c | | Approve Ordinary Cash Dividend | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Amend Articles of Association Regarding Book Entry Securities and Transfer of Registered Seat | | For | | For |
El Paso Corporation | | EP | | 28336L109 | | USA | | | 09-Mar-12 | | | Special | | Management | | 1 | | Approve Merger Agreement | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Adjourn Meeting | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote on Golden Parachutes | | For | | For |
Whole Foods Market, Inc. | | WFM | | 966837106 | | USA | | | 09-Mar-12 | | | Annual | | Management | | 1.1 | | Elect Director John Elstrott | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Gabrielle Greene | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Shahid (Hass) Hassan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Stephanie Kugelman | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director John Mackey | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Walter Robb | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Jonathan Seiffer | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Morris (Mo) Siegel | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Jonathan Sokoloff | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Ralph Sorenson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director W. (Kip) Tindell, III | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Increase Authorized Common Stock | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Amend Articles/Bylaws/Charter — Removal of Directors | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Require Independent Board Chairman | | Against | | For |
Analog Devices, Inc. | | ADI | | 032654105 | | USA | | | 13-Mar-12 | | | Annual | | Management | | 1 | | Elect Director Ray Stata | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Jerald G. Fishman | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director James A. Champy | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director John C. Hodgson | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Yves-Andre Istel | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Neil Novich | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director F. Grant Saviers | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Paul J. Severino | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Kenton J. Sicchitano | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
Covidien Public Limited Company | | COV | | G2554F113 | | Ireland | | | 13-Mar-12 | | | Annual | | Management | | 1 | | Elect Director Jose E. Almeida | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Craig Arnold | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Robert H. Brust | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director John M. Connors, Jr | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Christopher J. Coughlin | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Timothy M. Donahue | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Randall J. Hogan, III | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Martin D. Madaus | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Dennis H. Reilley | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Joseph A. Zaccagnino | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Approve Auditors and Authorize Board to Fix Their Remuneration | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Authorize Open-Market Purchases of Ordinary Shares | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Authorize the Price Range at which the Company can Reissue Shares that it holds as Treasury Shares | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Amend Articles of Association to Provide for Escheatment under U.S. Law | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Amend Articles of Association to Allow Board to Declare Non-Cash Dividends | | For | | For |
Goodrich Corporation | | GR | | 382388106 | | USA | | | 13-Mar-12 | | | Special | | Management | | 1 | | Approve Merger Agreement | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote on Golden Parachutes | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Adjourn Meeting | | For | | For |
Franklin Resources, Inc. | | BEN | | 354613101 | | USA | | | 14-Mar-12 | | | Annual | | Management | | 1 | | Elect Director Samuel H. Armacost | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Charles Crocker | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Joseph R. Hardiman | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Charles B. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Gregory E. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Rupert H. Johnson, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Mark C. Pigott | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Chutta Ratnathicam | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Laura Stein | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Anne M. Tatlock | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Geoffrey Y. Yang | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
F5 Networks, Inc. | | FFIV | | 315616102 | | USA | | | 15-Mar-12 | | | Annual | | Management | | 1 | | Elect Director Jonathan Chadwick | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Declassify the Board of Directors | | Against | | For |
Aon Corporation | | AON | | 037389103 | | USA | | | 16-Mar-12 | | | Special | | Management | | 1 | | Change State of Incorporation [from Delaware to England] | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Approve Reduction in Share Capital | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote on Golden Parachutes | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Adjourn Meeting | | For | | For |
Agilent Technologies, Inc. | | A | | 00846U101 | | USA | | | 21-Mar-12 | | | Annual | | Management | | 1 | | Elect Director Robert J. Herbold | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Koh Boon Hwee | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director William P. Sullivan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Starbucks Corporation | | SBUX | | 855244109 | | USA | | | 21-Mar-12 | | | Annual | | Management | | 1 | | Elect Director Howard Schultz | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director William W. Bradley | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Mellody Hobson | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Kevin R. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Olden Lee | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Joshua Cooper Ramo | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director James G. Shennan, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Clara Shih | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Javier G. Teruel | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Myron E. Ullman, III | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Craig E. Weatherup | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Amend Bylaws to Establish a Board Committee on Environmental Sustainability | | Against | | Against |
Exelon Corporation | | EXC | | 30161N101 | | USA | | | 02-Apr-12 | | | Annual | | Management | | 1 | | Elect Director John A. Canning, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Christopher M. Crane | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director M. Walter D’Alessio | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Nicholas DeBenedictis | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Nelson A. Diaz | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Sue L. Gin | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Rosemarie B. Greco | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Paul L. Joskow, Ph. D. | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Richard W. Mies | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director John M. Palms, Ph. D. | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director William C. Richardson, Ph. D. | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Thomas J. Ridge | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director John W. Rogers, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director John W. Rowe | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Elect Director Stephen D. Steinour | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Elect Director Don Thompson | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Elect Director Ann C. Berzin | | For | | For |
| | | | | | | | | | | | | | Management | | 18 | | Elect Director Yves C. de Balmann | | For | | For |
| | | | | | | | | | | | | | Management | | 19 | | Elect Director Robert J. Lawless | | For | | For |
| | | | | | | | | | | | | | Management | | 20 | | Elect Director Mayo A. Shattuck III | | For | | For |
| | | | | | | | | | | | | | Management | | 21 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 22 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
Carnival Corporation | | CCL | | 143658300 | | Panama | | | 11-Apr-12 | | | Annual | | Management | | 1 | | Reelect Micky Arison As A Director Of Carnival Corporation and As A Director Of Carnival Plc. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Reelect Jonathon Band As A Director Of Carnival Corporation and As A Director Of Carnival Plc. | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Reelect Robert H. Dickinson As A Director Of Carnival Corporation and As A Director Of Carnival Plc. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Reelect Arnold W. Donald As A Director Of Carnival Corporation and As A Director Of Carnival Plc. | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Reelect Pier Luigi Foschi As A Director Of Carnival Corporation and As A Director Of Carnival Plc. | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Reelect Howard S. Frank As A Director Of Carnival Corporation and As A Director Of Carnival Plc. | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Reelect Richard J. Glasier As A Director Of Carnival Corporation and As A Director Of Carnival Plc. | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Reelect Debra Kelly-Ennis As A Director Of Carnival Corporation and As A Director Of Carnival Plc. | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Reelect Modesto A. Maidique As A Director Of Carnival Corporation and As A Director Of Carnival Plc. | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Reelect Sir John Parker As A Director Of Carnival Corporation and As A Director Of Carnival Plc. | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Reelect Peter G. Ratcliffe As A Director Of Carnival Corporation and As A Director Of Carnival Plc. | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Reelect Stuart Subotnick As A Director Of Carnival Corporation and As A Director Of Carnival Plc. | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Reelect Laura Weil As A Director Of Carnival Corporation and As A Director Of Carnival Plc. | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Reelect Randall J. Weisenburger As A Director Of Carnival Corporation and As A Director Of Carnival Plc. | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Reappoint The UK Firm Of PricewaterhouseCoopers LLP As Independent Auditors For Carnival Plc And Ratify The U.S. Firm Of PricewaterhouseCoopers LLP As The Independent Auditor For Carnival Corporation | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Authorize The Audit Committee Of Carnival Plc To Fix Remuneration Of The Independent Auditors Of Carnival Plc | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Receive The UK Accounts And Reports Of The Directors And Auditors Of Carnival Plc For The Year Ended November 30, 2011 | | For | | For |
| | | | | | | | | | | | | | Management | | 18 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 19 | | Approve Remuneration of Executive Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 20 | | Authorize Issue of Equity with Pre-emptive Rights | | For | | For |
| | | | | | | | | | | | | | Management | | 21 | | Authorize Issue of Equity without Pre-emptive Rights | | For | | For |
| | | | | | | | | | | | | | Management | | 22 | | Authorize Shares for Market Purchase | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 23 | | Report on Political Contributions | | Against | | For |
Lennar Corporation | | LEN | | 526057104 | | USA | | | 11-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Irving Bolotin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Steven L. Gerard | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Theron I. Gilliam | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Sherrill W. Hudson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director R. Kirk Landon | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Sidney Lapidus | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Stuart A. Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Jeffrey Sonnenfeld | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 3 | | Amend Omnibus Stock Plan | | For | | Against |
| | | | | | | | | | | | | | Management | | 4 | | Approve Executive Incentive Bonus Plan | | For | | Against |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Assess Energy Use and Establish Reduction Targets | | Against | | For |
Schlumberger Limited | | SLB | | 806857108 | | NetherlandsAntilles | | | 11-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Peter L.S. Currie | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Tony Isaac | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director K. Vaman Kamath | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Paal Kibsgaard | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Nikolay Kudryavtsev | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Adrian Lajous | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Michael E. Marks | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Elizabeth Moler | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Lubna S. Olayan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Leo Rafael Reif | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Tore I. Sandvold | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Henri Seydoux | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Adopt and Approve Financials and Dividends | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Amend Non-Employee Director Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
United Technologies Corporation | | UTX | | 913017109 | | USA | | | 11-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Louis R. Chenevert | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director John V. Faraci | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Jean-Pierre Garnier, Ph.D. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Jamie S. Gorelick | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Edward A. Kangas | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Ellen J. Kullman | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Richard D. McCormick | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Harold McGraw, III | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Richard B. Myers | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director H. Patrick Swygert | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director André Villeneuve | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Christine Todd Whitman | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
Weyerhaeuser Company | | WY | | 962166104 | | USA | | | 12-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Debra A. Cafaro | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Mark A. Emmert | | For | | Against |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Daniel S. Fulton | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director John I. Kieckhefer | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Wayne W. Murdy | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Nicole W. Piasecki | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Charles R. Williamson | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Ratify Auditors | | For | | For |
Eli Lilly and Company | | LLY | | 532457108 | | USA | | | 16-Apr-12 | | | Annual | | Management | | 1 | | Elect Director K. Baicker | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director J. E. Fyrwald | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director E. R. Marram | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director D. R. Oberhelman | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Reduce Supermajority Vote Requirement | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 9 | | Adopt Policy for Engagement With Proponents of Shareholder Proposals Supported by a Majority Vote | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 10 | | Report on Research Animal Care and Promotion of Testing Alternatives | | Against | | Against |
Moody’s Corporation | | MCO | | 615369105 | | USA | | | 16-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Ewald Kist | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Henry A. McKinnell, Jr., Ph.D. | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director John K. Wulff | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Declassify the Board of Directors | | Against | | For |
Citigroup Inc. | | C | | 172967424 | | USA | | | 17-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Franz B. Humer | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Robert L. Joss | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Michael E. O’Neill | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Vikram S. Pandit | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Lawrence R. Ricciardi | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Judith Rodin | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Robert L. Ryan | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Anthony M. Santomero | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Joan E. Spero | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Diana L. Taylor | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director William S. Thompson, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Ernesto Zedillo Ponce de Leon | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Share Holder | | 16 | | Disclose Prior Government Service | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 17 | | Report on Political Contributions and Lobbying Expenditures | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 18 | | Stock Retention/Holding Period | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 19 | | Require Audit Committee Review and Report on Controls Related to Loans, Foreclosure and Securitizations | | Against | | Against |
Fastenal Company | | FAST | | 311900104 | | USA | | | 17-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Robert A. Kierlin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Stephen M. Slaggie | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Michael M. Gostomski | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Willard D. Oberton | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Michael J. Dolan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Reyne K. Wisecup | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Hugh L. Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Michael J. Ancius | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Scott A. Satterlee | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Adopt Majority Voting for Uncontested Election of Directors | | For | | For |
Fifth Third Bancorp | | FITB | | 316773100 | | USA | | | 17-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Darryl F. Allen | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director B. Evan Bayh, III | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Ulysses L. Bridgeman, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Emerson L. Brumback | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director James P. Hackett | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Gary R. Heminger | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Jewell D. Hoover | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director William M. Isaac | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Kevin T. Kabat | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Mitchel D. Livingston | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Michael B. McCallister | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Hendrik G. Meijer | | For | | For |
| | | | | | | | | | | | | | Management | | 1.13 | | Elect Director John J. Schiff, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.14 | | Elect Director Marsha C. Williams | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Adopt Majority Voting for Uncontested Election of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
M&T Bank Corporation | | MTB | | 55261F104 | | USA | | | 17-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Brent D. Baird | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director C. Angela Bontempo | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Robert T. Brady | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director T. Jefferson Cunningham, III | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Mark J. Czarnecki | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Gary N. Geisel | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Patrick W.E. Hodgson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Richard G. King | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Jorge G. Pereira | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Michael P. Pinto | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Melinda R. Rich | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Robert E. Sadler, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.13 | | Elect Director Herbert L. Washington | | For | | For |
| | | | | | | | | | | | | | Management | | 1.14 | | Elect Director Robert G. Wilmers | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote on Executive Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
Northern Trust Corporation | | NTRS | | 665859104 | | USA | | | 17-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Linda Walker Bynoe | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Nicholas D. Chabraja | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Susan Crown | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Dipak C. Jain | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Robert W. Lane | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Edward J. Mooney | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director John W. Rowe | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Martin P. Slark | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director David H.B. Smith, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Charles A. Tribbett, III | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Frederick H. Waddell | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Pro-rata Vesting of Equity Plans | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Require Independent Board Chairman | | Against | | For |
Public Service Enterprise Group Incorporated | | PEG | | 744573106 | | USA | | | 17-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Albert R. Gamper, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Conrad K. Harper | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director William V. Hickey | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Ralph Izzo | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Shirley Ann Jackson | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director David Lilley | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Thomas A. Renyi | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Hak Cheol Shin | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Richard J. Swift | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Susan Tomasky | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
Stanley Black & Decker, Inc. | | SWK | | 854502101 | | USA | | | 17-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Patrick D. Campbell | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Benjamin H. Griswold, IV | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Eileen S. Kraus | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Robert L. Ryan | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Approve Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
T. Rowe Price Group, Inc. | | TROW | | 74144T108 | | USA | | | 17-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Edward C. Bernard | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director James T. Brady | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director J. Alfred Broaddus, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Donald B. Hebb, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director James A.C. Kennedy | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Robert F. MacLellan | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Brian C. Rogers | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Alfred Sommer | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Dwight S. Taylor | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Anne Marie Whittemore | | For | | For |
| | | �� | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Approve Omnibus Stock Plan | | For | | Against |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
The Goodyear Tire & Rubber Company | | GT | | 382550101 | | USA | | | 17-Apr-12 | | | Annual | | Management | | 1 | | Elect Director William J. Conaty | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director James A. Firestone | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Werner Geissler | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Peter S. Hellman | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Richard J. Kramer | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director W. Alan McCollough | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Shirley D. Peterson | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Stephanie A. Streeter | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Thomas H. Weidemeyer | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Michael R. Wessel | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
U.S. Bancorp | | USB | | 902973304 | | USA | | | 17-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Douglas M. Baker, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Y. Marc Belton | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Victoria Buyniski Gluckman | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Arthur D. Collins, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Richard K. Davis | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Roland A. Hernandez | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Joel W. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Olivia F. Kirtley | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Jerry W. Levin | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director David B. O’Maley | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director O’dell M. Owens, M.D., M.P.H. | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Craig D. Schnuck | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Patrick T. Stokes | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director Doreen Woo Ho | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Discover Financial Services | | DFS | | 254709108 | | USA | | | 18-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Jeffrey S. Aronin | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Mary K. Bush | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Gregory C. Case | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Robert M. Devlin | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Cynthia A. Glassman | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Richard H. Lenny | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Thomas G. Maheras | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Michael H. Moskow | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director David W. Nelms | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director E. Follin Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Lawrence A.Weinbach | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
EQT Corporation | | EQT | | 26884L109 | | USA | | | 18-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Kenneth M. Burke | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Margaret K. Dorman | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Philip G. Behrman | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director A. Bray Cary, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Lee T. Todd, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Declassify the Board of Directors | | Against | | For |
The Sherwin-Williams Company | | SHW | | 824348106 | | USA | | | 18-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Arthur F. Anton | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Christopher M. Connor | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director David F. Hodnik | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Thomas G. Kadien | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Richard J. Kramer | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Susan J. Kropf | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director A. Malachi Mixon, III | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Richard K. Smucker | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director John M. Stropki, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Require a Majority Vote for the Election of Directors | | Against | | For |
Huntington Bancshares Incorporated | | HBAN | | 446150104 | | USA | | | 19-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Don M. Casto, III | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Ann B. Crane | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Steven G. Elliott | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Michael J. Endres | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director John B. Gerlach, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director David P. Lauer | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Jonathan A. Levy | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Richard W. Neu | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director David L. Porteous | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Kathleen H. Ransier | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Stephen D. Steinour | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
Intuitive Surgical, Inc. | | ISRG | | 46120E602 | | USA | | | 19-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Gary S. Guthart | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Mark J. Rubash | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Lonnie M. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Amend Stock Option Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Ratify Auditors | | For | | For |
Texas Instruments Incorporated | | TXN | | 882508104 | | USA | | | 19-Apr-12 | | | Annual | | Management | | 1 | | Elect Director R.W. Babb, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director D.A. Carp | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director C.S. Cox | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director P.H. Patsley | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director R.E. Sanchez | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director W.R. Sanders | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director R.J. Simmons | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director R.K. Templeton | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director C.T. Whitman | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
Kellogg Company | | K | | 487836108 | | USA | | | 20-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Benjamin Carson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director John Dillon | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Jim Jenness | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Don Knauss | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Declassify the Board of Directors | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Reduce Supermajority Vote Requirement | | Against | | For |
Teradata Corporation | | TDC | | 88076W103 | | USA | | | 20-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Michael F. Koehler | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director James M. Ringler | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director John G. Schwarz | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Ratify Auditors | | For | | For |
The Progressive Corporation | | PGR | | 743315103 | | USA | | | 20-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Roger N. Farah | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Stephen R. Hardis | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Heidi G. Miller, Ph.D. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Bradley T. Sheares, Ph.D. | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Reduce Supermajority Vote Requirement | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Fix Number of Directors at Eleven | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Amend Code of Regulations for Revise the Procedures for Fixing the Number of Directors Within the Limits Set Forth in the Code of Regulations | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Permit Board to Amend Bylaws Without Shareholder Consent | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Amend Code of Regulations Providing the Annual Meeting be held by June 30 | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Amend Non-Employee Director Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Genuine Parts Company | | GPC | | 372460105 | | USA | | | 23-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Mary B. Bullock | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Paul D. Donahue | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Jean Douville | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Thomas C. Gallagher | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director George C. Guynn | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director John R. Holder | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director John D. Johns | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Michael M.E. Johns | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director J. Hicks Lanier | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Robert C. Loudermilk, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Wendy B. Needham | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Jerry W. Nix | | For | | For |
| | | | | | | | | | | | | | Management | | 1.13 | | Elect Director Gary W. Rollins | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
Honeywell International Inc. | | HON | | 438516106 | | USA | | | 23-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Gordon M. Bethune | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Kevin Burke | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Jaime Chico Pardo | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director David M. Cote | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director D. Scott Davis | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Linnet F. Deily | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Judd Gregg | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Clive R. Hollick | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director George Paz | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Bradley T. Sheares | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 13 | | Require Independent Board Chairman | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Report on Political Contributions | | Against | | For |
MeadWestvaco Corporation | | MWV | | 583334107 | | USA | | | 23-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Michael E. Campbell | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Thomas W. Cole, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director James G. Kaiser | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Richard B. Kelson | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director James M. Kilts | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Susan J. Kropf | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Douglas S. Luke | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director John A. Luke, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Gracia C. Martore | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Timothy H. Powers | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Jane L. Warner | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Alan D. Wilson | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Ameren Corporation | | AEE | | 023608102 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Stephen F. Brauer | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Catherine S. Brune | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Ellen M. Fitzsimmons | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Walter J. Galvin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Gayle P.W. Jackson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director James C. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Steven H. Lipstein | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Patrick T. Stokes | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Thomas R. Voss | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Stephen R. Wilson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Jack D. Woodard | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Report on Coal Combustion Waste Hazard and Risk Mitigation Efforts | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 5 | | Report on Financial Risks of Coal Reliance | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 6 | | Report on Energy Efficiency and Renewable Energy Programs | | Against | | Against |
American Electric Power Company, Inc. | | AEP | | 025537101 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Nicholas K. Akins | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director David J. Anderson | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director James F. Cordes | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Ralph D. Crosby, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Linda A. Goodspeed | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Thomas E. Hoaglin | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Michael G. Morris | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Richard C. Notebaert | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Lionel L. Nowell, III | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Richard L. Sandor | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Sara Martinez Tucker | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director John F. Turner | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Approve Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
BB&T Corporation | | BBT | | 054937107 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director John A. Allison, IV | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Jennifer S. Banner | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director K. David Boyer, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Anna R. Cablik | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Ronald E. Deal | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director J.L. Glover, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Jane P. Helm | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director John P. Howe, III | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Kelly S. King | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Valeria Lynch Lee | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Nido R. Qubein | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Thomas E. Skains | | For | | For |
| | | | | | | | | | | | | | Management | | 1.13 | | Elect Director Thomas N. Thompson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.14 | | Elect Director Edwin H. Welch | | For | | For |
| | | | | | | | | | | | | | Management | | 1.15 | | Elect Director Stephen T. Williams | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Approve Omnibus Stock Plan | | For | | Against |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Report on Political Contributions | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Require a Majority Vote for the Election of Directors | | Against | | For |
Beam Inc. | | BEAM | | 073730103 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Richard A. Goldstein | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Stephen W. Golsby | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Ann F. Hackett | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director A. D. David Mackay | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Matthew J. Shattock | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Robert A. Steele | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Peter M. Wilson | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Approve Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Approve Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Coca-Cola Enterprises, Inc. | | CCE | | 19122T109 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Jan Bennink | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director John F. Brock | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Calvin Darden | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director L. Phillip Humann | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Orrin H. Ingram, II | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Thomas H. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Suzanne B. Labarge | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Veronique Morali | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Garry Watts | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Curtis R. Welling | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Phoebe A. Wood | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
International Business Machines Corporation | | IBM | | 459200101 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Alain J.P. Belda | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director William R. Brody | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Kenneth I. Chenault | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Michael L. Eskew | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director David N. Farr | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Shirley Ann Jackson | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Andrew N. Liveris | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director W. James McNerney, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director James W. Owens | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Samuel J. Palmisano | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Virginia M. Rometty | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Joan E. Spero | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Sidney Taurel | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director Lorenzo H. Zambrano | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Provide for Cumulative Voting | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 18 | | Report on Political Contributions | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 19 | | Report on Lobbying Expenses | | Against | | Against |
MetLife, Inc. | | MET | | 59156R108 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director John M. Keane | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Catherine R. Kinney | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Hugh B. Price | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Kenton J. Sicchitano | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Newmont Mining Corporation | | NEM | | 651639106 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Bruce R. Brook | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Vincent A. Calarco | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Joseph A. Carrabba | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Noreen Doyle | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Veronica M. Hagen | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Michael S. Hamson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Jane Nelson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Richard T. O’Brien | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director John B. Prescott | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Donald C. Roth | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Simon R. Thompson | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Other Business | | For | | Against |
Noble Energy, Inc. | | NBL | | 655044105 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Jeffrey L. Berenson | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Michael A. Cawley | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Edward F. Cox | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Charles D. Davidson | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Thomas J. Edelman | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Eric P. Grubman | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Kirby L. Hedrick | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Scott D. Urban | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director William T. Van Kleef | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Increase Authorized Common Stock | | For | | For |
PACCAR Inc | | PCAR | | 693718108 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Mark C. Pigott | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Warren R. Staley | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Charles R. Williamson | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 2 | | Require a Majority Vote for the Election of Directors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 3 | | Reduce Supermajority Vote Requirement | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Declassify the Board of Directors | | Against | | For |
Stryker Corporation | | SYK | | 863667101 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Howard E. Cox, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director S.M. Datar | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Roch Doliveux | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Louise L. Francesconi | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Allan C. Golston | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Howard L. Lance | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director William U. Parfet | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Ronda E. Stryker | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Adopt Majority Voting for Uncontested Election of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
The Chubb Corporation | | CB | | 171232101 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Zoe Baird Budinger | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Sheila P. Burke | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director James I. Cash, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director John D. Finnegan | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Lawrence W. Kellner | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Martin G. McGuinn | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Lawrence M. Small | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Jess Soderberg | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Daniel E. Somers | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director James M. Zimmerman | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Alfred W. Zollar | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Adopt Proxy Statement Reporting on Political Contributions and Advisory Vote | | Against | | Against |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
The PNC Financial Services Group, Inc. | | PNC | | 693475105 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Richard O. Berndt | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Charles E. Bunch | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Paul W. Chellgren | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Kay Coles James | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Richard B. Kelson | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Bruce C. Lindsay | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Anthony A. Massaro | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Jane G. Pepper | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director James E. Rohr | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Donald J. Shepard | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Lorene K. Steffes | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Dennis F. Strigl | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Thomas J. Usher | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director George H. Walls, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Elect Director Helge H. Wehmeier | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
United States Steel Corporation | | X | | 912909108 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Frank J. Lucchino | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Seth E. Schofield | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director John P. Surma | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director David S. Sutherland | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Share Holder | | 7 | | Declassify the Board of Directors | | Against | | For |
VF Corporation | | VFC | | 918204108 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Robert J. Hurst | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Laura W. Lang | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director W. Alan McCollough | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Raymond G. Viault | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Declassify the Board of Directors | | Against | | For |
Wells Fargo & Company | | WFC | | 949746101 | | USA | | | 24-Apr-12 | | | Annual | | Management | | 1 | | Elect Director John D. Baker, II | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Elaine L. Chao | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director John S. Chen | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Lloyd H. Dean | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Susan E. Engel | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Enrique Hernandez, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Donald M. James | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Cynthia H. Milligan | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Nicholas G. Moore | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Federico F. Pena | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Philip J. Quigley | | For | | Against |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Judith M. Runstad | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Stephen W. Sanger | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director John G. Stumpf | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Elect Director Susan G. Swenson | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 18 | | Require Independent Board Chairman | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 19 | | Provide for Cumulative Voting | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 20 | | Adopt Proxy Access Right | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 21 | | Require Audit Committee Review and Report on Controls Related to Loans, Foreclosure and Securitizations | | Against | | Against |
Ameriprise Financial, Inc. | | AMP | | 03076C106 | | USA | | | 25-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Lon R. Greenberg | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Warren D. Knowlton | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Jeffrey Noddle | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Robert F. Sharpe, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
Ball Corporation | | BLL | | 058498106 | | USA | | | 25-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Robert W. Alspaugh | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director R. David Hoover | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Jan Nicholson | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
BorgWarner Inc. | | BWA | | 099724106 | | USA | | | 25-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Phyllis O. Bonanno | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Alexis P. Michas | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Richard O. Schaum | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Thomas T. Stallkamp | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Adopt Majority Voting for Uncontested Election of Directors | | For | | For |
Cigna Corporation | | CI | | 125509109 | | USA | | | 25-Apr-12 | | | Annual | | Management | | 1 | | Elect Director John M. Partridge | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director James E. Rogers | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Joseph P. Sullivan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Eric C. Wiseman | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Declassify the Board of Directors | | None | | For |
E. I. du Pont de Nemours and Company | | DD | | 263534109 | | USA | | | 25-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Lamberto Andreotti | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Richard H. Brown | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Robert A. Brown | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Bertrand P. Collomb | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Curtis J. Crawford | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Alexander M. Cutler | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Eleuthere I. Du Pont | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Marillyn A. Hewson | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Lois D. Juliber | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Ellen J. Kullman | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Lee M. Thomas | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Require Independent Board Chairman | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Report on Pay Disparity | | Against | | Against |
Eaton Corporation | | ETN | | 278058102 | | USA | | | 25-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Alexander M. Cutler | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Arthur E. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Deborah L. McCoy | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
General Electric Company | | GE | | 369604103 | | USA | | | 25-Apr-12 | | | Annual | | Management | | 1 | | Elect Director W. Geoffrey Beattie | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director James I. Cash, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Ann M. Fudge | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Susan Hockfield | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Jeffrey R. Immelt | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Andrea Jung | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Alan G. Lafley | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Robert W. Lane | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Ralph S. Larsen | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Rochelle B. Lazarus | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director James J. Mulva | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Sam Nunn | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Roger S. Penske | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director Robert J. Swieringa | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Elect Director James S. Tisch | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Elect Director Douglas A. Warner, III | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 18 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 19 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 20 | | Approve Material Terms of Senior Officer Performance Goals | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 21 | | Provide for Cumulative Voting | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 22 | | Phase Out Nuclear Activities | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 23 | | Require Independent Board Chairman | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 24 | | Provide Right to Act by Written Consent | | Against | | For |
Marathon Oil Corporation | | MRO | | 565849106 | | USA | | | 25-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Gregory H. Boyce | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Pierre Brondeau | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Clarence P. Cazalot, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Linda Z. Cook | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Shirley Ann Jackson | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Philip Lader | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Michael E. J. Phelps | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Dennis H. Reilley | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Approve Omnibus Stock Plan | | For | | For |
Marathon Petroleum Corporation | | MPC | | 56585A102 | | USA | | | 25-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director David A. Daberko | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Donna A. James | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Charles R. Lee | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Seth E. Schofield | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
NRG Energy, Inc. | | NRG | | 629377508 | | USA | | | 25-Apr-12 | | | Annual | | Management | | 1 | | Elect Director John F. Chlebowski | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Howard E. Cosgrove | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director William E. Hantke | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Anne C. Schaumburg | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 8 | | Ratify Auditors | | For | | For |
The Coca-Cola Company | | KO | | 191216100 | | USA | | | 25-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Herbert A. Allen | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Ronald W. Allen | | For | | Against |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Howard G. Buffett | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Richard M. Daley | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Barry Diller | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Evan G. Greenberg | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Alexis M. Herman | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Muhtar Kent | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Donald R. Keough | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Robert A. Kotick | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Maria Elena Lagomasino | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Donald F. McHenry | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Sam Nunn | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director James D. Robinson, III | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Elect Director Peter V. Ueberroth | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Elect Director Jacob Wallenberg | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Elect Director James B. Williams | | For | | For |
| | | | | | | | | | | | | | Management | | 18 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 19 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
The McGraw-Hill Companies, Inc. | | MHP | | 580645109 | | USA | | | 25-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Pedro Aspe | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Winfried Bischoff | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director William D. Green | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Linda Koch Lorimer | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Harold McGraw, III | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Robert P. McGraw | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Hilda Ochoa-Brillembourg | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Michael Rake | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Edward B. Rust, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Kurt L. Schmoke | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Sidney Taurel | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Richard E. Thornburgh | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Provide Right to Act by Written Consent | | Against | | For |
W.W. Grainger, Inc. | | GWW | | 384802104 | | USA | | | 25-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Brian P. Anderson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Wilbur H. Gantz | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director V. Ann Hailey | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director William K. Hall | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Stuart L. Levenick | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director John W. McCarter, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Neil S. Novich | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Michael J. Roberts | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Gary L. Rogers | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director James T. Ryan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director E. Scott Santi | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director James D. Slavik | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Baker Hughes Incorporated | | BHI | | 057224107 | | USA | | | 26-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Larry D. Brady | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Clarence P. Cazalot, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Martin S. Craighead | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Chad C. Deaton | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Anthony G. Fernandes | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Claire W. Gargalli | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Pierre H. Jungels | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director James A. Lash | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director J. Larry Nichols | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director H. John Riley, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director J. W. Stewart | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Charles L. Watson | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Require a Majority Vote for the Election of Directors | | Against | | For |
CenterPoint Energy, Inc. | | CNP | | 15189T107 | | USA | | | 26-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Donald R. Campbell | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Milton Carroll | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director O. Holcombe Crosswell | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Michael P. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Janiece M. Longoria | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director David M. McClanahan | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Susan O. Rheney | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director R. A. Walker | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Peter S. Wareing | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Sherman M. Wolff | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Humana Inc. | | HUM | | 444859102 | | USA | | | 26-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Frank A. D’Amelio | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director W. Roy Dunbar | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Kurt J. Hilzinger | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director David A. Jones, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Michael B. McCallister | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director William J. McDonald | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director William E. Mitchell | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director David B. Nash | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director James J. O’Brien | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Marissa T. Peterson | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Johnson & Johnson | | JNJ | | 478160104 | | USA | | | 26-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Mary Sue Coleman | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director James G. Cullen | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Ian E.l. Davis | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Alex Gorsky | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Michael M.e. Johns | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Susan L. Lindquist | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Anne M. Mulcahy | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Leo F. Mullin | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director William D. Perez | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Charles Prince | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director David Satcher | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director William C. Weldon | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Ronald A. Williams | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 15 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Require Independent Board Chairman | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 18 | | Require Shareholder Vote to Approve Political Contributions | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 19 | | Adopt Animal-Free Training Methods | | Against | | Against |
Lexmark International, Inc. | | LXK | | 529771107 | | USA | | | 26-Apr-12 | | | Annual | | Management | | 1 | | Elect Director W. Roy Dunbar | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Michael J. Maples | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Stephen R. Hardis | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director William R. Fields | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Robert Holland, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 8 | | Declassify the Board of Directors | | Against | | For |
Lockheed Martin Corporation | | LMT | | 539830109 | | USA | | | 26-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Nolan D. Archibald | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Rosalind G. Brewer | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director David B. Burritt | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director James O. Ellis, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Thomas J. Falk | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Gwendolyn S. King | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director James M. Loy | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Douglas H. McCorkindale | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Joseph W. Ralston | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Anne Stevens | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Robert J. Stevens | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Require Independent Board Chairman | | Against | | For |
NYSE Euronext | | NYX | | 629491101 | | USA | | | 26-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Andre Bergen | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Ellyn L. Brown | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Marshall N. Carter | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Dominique Cerutti | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Patricia M. Cloherty | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director George Cox | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Sylvain Hefes | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Jan-Michiel Hessels | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Duncan M. McFarland | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director James J. McNulty | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Duncan L. Niederauer | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Ricardo Salgado | | For | | Against |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Robert G. Scott | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director Jackson P. Tai | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Elect Director Rijnhard van Tets | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Elect Director Brian Williamson | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | �� | 18 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Share Holder | | 19 | | Call Special Meetings | | Against | | For |
Snap-on Incorporated | | SNA | | 833034101 | | USA | | | 26-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Karen L. Daniel | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Nathan J. Jones | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Henry W. Knueppel | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Declassify the Board of Directors | | Against | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Torchmark Corporation | | TMK | | 891027104 | | USA | | | 26-Apr-12 | | | Annual | | Management | | 1 | | Elect Director David L. Boren | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director M. Jane Buchan | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Robert W. Ingram | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Mark S. McAndrew | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Sam R. Perry | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Lamar C. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Paul J. Zucconi | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
eBay Inc. | | EBAY | | 278642103 | | USA | | | 26-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Marc L. Andreessen | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director William C. Ford, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Dawn G. Lepore | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Kathleen C. Mitic | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Pierre M. Omidyar | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Approve Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Provide Right to Call Special Meeting | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
AT&T Inc. | | T | | 00206R102 | | USA | | | 27-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Randall L. Stephenson | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Gilbert F. Amelio | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Reuben V. Anderson | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect DirectorJames H. Blanchard | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect DirectorJaime Chico Pardo | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director James P. Kelly | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Jon C. Madonna | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director John B. McCoy | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Joyce M. Roche | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Matthew K. Rose | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Laura D’Andrea Tyson | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratification Of Appointment Of Independent Auditors. | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Provide Right to Act by Written Consent | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Report on Political Contributions | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Commit to Wireless Network Neutrality | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 17 | | Require Independent Board Chairman | | Against | | For |
Abbott Laboratories | | ABT | | 002824100 | | USA | | | 27-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Robert J. Alpern | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Roxanne S. Austin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Sally E. Blount | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director W. James Farrell | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Edward M. Liddy | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Nancy McKinstry | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Phebe N. Novakovic | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director William A. Osborn | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Samuel C. Scott, III | �� | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Glenn F. Tilton | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Miles D. White | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Report on Research Animal Care and Promotion of Testing Alternatives | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 5 | | Report on Lobbying Payments and Policy | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Require Independent Board Chairman | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 7 | | Adopt Anti Gross-up Policy | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 8 | | Stock Retention/Holding Period | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 9 | | Cease Compliance Adjustments to Performance Criteria | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 10 | | Pro-rata Vesting of Equity Plans | | Against | | For |
XL Group plc | | XL | | G98290102 | | Ireland | | | 27-Apr-12 | | | Annual | | Management | | 1 | | Elect Ramani Ayer as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Dale R. Comey as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Robert R. Glauber as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Suzanne B. Labarge as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Harley-Davidson, Inc. | | HOG | | 412822108 | | USA | | | 28-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director Barry K. Allen | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director R. John Anderson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Richard I. Beattie | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Martha F. Brooks | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director George H. Conrades | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Donald A. James | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Sara L. Levinson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director N. Thomas Linebarger | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director George L. Miles, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director James A. Norling | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Keith E. Wandell | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Jochen Zeitz | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
American Express Company | | AXP | | 025816109 | | USA | | | 30-Apr-12 | | | Annual | | Management | | 1.1 | | Elect Director C. Barshefsky | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director U.M. Burns | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director K.I. Chenault | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director P. Chernin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director T.J. Leonsis | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director J. Leschly | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director R.C. Levin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director R.A. McGinn | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director E.D. Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director S.S. Reinemund | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director R.D. Walter | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Director R.A. Williams | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Provide for Cumulative Voting | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Require Independent Board Chairman | | Against | | Against |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Motorola Solutions, Inc. | | MSI | | 620076307 | | USA | | | 30-Apr-12 | | | Annual | | Management | | 1 | | Elect Director Gregory Q. Brown | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director William J. Bratton | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Kenneth C. Dahlberg | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director David W. Dorman | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Michael V. Hayden | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Judy C. Lewent | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Samuel C. Scott, III | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director John A. White | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 11 | | Encourage Suppliers to Produce Sustainability Reports | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 12 | | Stock Retention/Holding Period | | Against | | For |
The Boeing Company | | BA | | 097023105 | | USA | | | 30-Apr-12 | | | Annual | | Management | | 1 | | Elect Director David L. Calhoun | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Arthur D. Collins, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Linda Z. Cook | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Kenneth M. Duberstein | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Edmund P. Giambastiani, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Lawrence W. Kellner | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Edward M. Liddy | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director W. James McNerney, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Susan C. Schwab | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Ronald A. Williams | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Mike S. Zafirovski | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Report on Political Contributions | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Provide Right to Act by Written Consent | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Adopt Retention Ratio for Executives/Directors | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Submit SERP to Shareholder Vote | | Against | | For |
AGL Resources Inc. | | GAS | | 001204106 | | USA | | | 01-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Sandra N. Bane | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Thomas D. Bell, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Norman R. Bobins | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Charles R. Crisp | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Brenda J. Gaines | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Arthur E. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Wyck A. Knox, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Dennis M. Love | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Charles H. “Pete” McTier | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Dean R. O’Hare | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Armando J. Olivera | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director John E. Rau | | For | | For |
| | | | | | | | | | | | | | Management | | 1.13 | | Elect Director James A. Rubright | | For | | For |
| | | | | | | | | | | | | | Management | | 1.14 | | Elect Director John W. Somerhalder II | | For | | For |
| | | | | | | | | | | | | | Management | | 1.15 | | Elect Director Bettina M. Whyte | | For | | For |
| | | | | | | | | | | | | | Management | | 1.16 | | Elect Director Henry C. Wolf | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Allergan, Inc. | | AGN | | 018490102 | | USA | | | 01-May-12 | | | Annual | | Management | | 1 | | Elect Director David E.I. Pyott | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Herbert W. Boyer, Ph.D. | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Deborah Dunsire, M.D. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Michael R. Gallagher | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Dawn Hudson | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Robert A. Ingram | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Trevor M. Jones, Ph.D. | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Louis J. Lavigne, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Russell T. Ray | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Stephen J. Ryan, M.D. | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 13 | | Amend Articles/Bylaws/Charter — Call Special Meetings | | Against | | For |
Bristol-Myers Squibb Company | | BMY | | 110122108 | | USA | | | 01-May-12 | | | Annual | | Management | | 1 | | Elect Director Lamberto Andreotti | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Lewis B. Campbell | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director James M. Cornelius | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Louis J. Freeh | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Laurie H. Glimcher | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Michael Grobstein | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Alan J. Lacy | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Vicki L. Sato | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Elliott Sigal | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Gerald L. Storch | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Togo D. West, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director R. Sanders Williams | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Provide for Cumulative Voting | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Report on Research Animal Care and Promotion of Testing Alternatives | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 18 | | Provide Right to Act by Written Consent | | Against | | For |
CONSOL Energy Inc. | | CNX | | 20854P109 | | USA | | | 01-May-12 | | | Annual | | Management | | 1.1 | | Elect Director J. Brett Harvey | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Philip W. Baxter | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director James E. Altmeyer, Sr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director William E. Davis | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Raj K. Gupta | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Patricia A. Hammick | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director David C.Hardesty, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director John T. Mills | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director William P. Powell | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Joseph T. Williams | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
Cabot Oil & Gas Corporation | | COG | | 127097103 | | USA | | | 01-May-12 | | | Annual | | Management | | 1 | | Elect Director Rhys J. Best | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Robert Kelley | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director P. Dexter Peacock | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Increase Authorized Common Stock | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 8 | | Include Sustainability as a Performance Measure for Senior Executive Compensation | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 9 | | Provide Sustainability Report | | Against | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
EMC Corporation | | EMC | | 268648102 | | USA | | | 01-May-12 | | | Annual | | Management | | 1 | | Elect Director Michael W. Brown | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Randolph L. Cowen | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Gail Deegan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director James S. DiStasio | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director John R. Egan | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Edmund F. Kelly | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Windle B. Priem | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Paul Sagan | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director David N. Strohm | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Joseph M. Tucci | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Gannett Co., Inc. | | GCI | | 364730101 | | USA | | | 01-May-12 | | | Annual | | Management | | 1.1 | | Elect Director John E. Cody | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Howard D. Elias | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Arthur H. Harper | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director John Jeffry Louis | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Marjorie Magner | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Gracia C. Martore | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Scott K. McCune | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Duncan M. McFarland | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Susan Ness | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Neal Shapiro | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Spectra Energy Corp | | SE | | 847560109 | | USA | | | 01-May-12 | | | Annual | | Management | | 1.1 | | Elect Director William T. Esrey | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Gregory L. Ebel | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Austin A. Adams | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Joseph Alvarado | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Pamela L. Carter | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director F. Anthony Comper | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Peter B. Hamilton | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Dennis R. Hendrix | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Michael McShane | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Joseph H. Netherland | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Michael E.J. Phelps | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Adopt Majority Voting for Uncontested Election of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
The Hershey Company | | HSY | | 427866108 | | USA | | | 01-May-12 | | | Annual | | Management | | 1.1 | | Elect Director P.M. Arway | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director J.P. Bilbrey | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director R.F. Cavanaugh | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director C.A. Davis | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director R.M. Malcolm | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director J.M. Mead | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director J.E. Nevels | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director A.J. Palmer | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director T.J. Ridge | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director D.L. Shedlarz | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Total System Services, Inc. | | TSS | | 891906109 | | USA | | | 01-May-12 | | | Annual | | Management | | 1 | | Elect Director James H. Blanchard | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Richard Y. Bradley | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Kriss Cloninger, III | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Walter W. Driver, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Gardiner W. Garrard, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Sidney E. Harris | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Mason H. Lampton | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director H. Lynn Page | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Philip W. Tomlinson | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director John T. Turner | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Richard W. Ussery | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director M. Troy Woods | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director James D. Yancey | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director Rebecca K. Yarbrough | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 18 | | Approve Nonqualified Employee Stock Purchase Plan | | For | | For |
EOG Resources, Inc. | | EOG | | 26875P101 | | USA | | | 02-May-12 | | | Annual | | Management | | 1 | | Elect Director George A. Alcorn | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Charles R. Crisp | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director James C. Day | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Mark G. Papa | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director H. Leighton Steward | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Donald F. Textor | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Frank G. Wisner | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 10 | | Pro-rata Vesting of Equity Awards | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 11 | | Adopt Retention Ratio for Executives | | Against | | For |
Expeditors International of Washington, Inc. | | EXPD | | 302130109 | | USA | | | 02-May-12 | | | Annual | | Management | | 1 | | Elect Director Mark A. Emmert | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director R. Jordan Gates | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Dan P. Kourkoumelis | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Michael J. Malone | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director John W. Meisenbach | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Peter J. Rose | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director James L. K. Wang | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Robert R. Wright | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Approve Stock Option Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 12 | | Require Independent Board Chairman | | Against | | For |
General Dynamics Corporation | | GD | | 369550108 | | USA | | | 02-May-12 | | | Annual | | Management | | 1 | | Elect Director Mary T. Barra | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Nicholas D. Chabraja | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director James S. Crown | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director William P. Fricks | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Jay L. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director James L. Jones | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Paul G. Kaminski | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director John M. Keane | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Lester L. Lyles | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Phebe N. Novakovic | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director William A. Osborn | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Robert Walmsley | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Review and Assess Human Rights Policies | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Require Independent Board Chairman | | Against | | Against |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Hess Corporation | | HES | | 42809H107 | | USA | | | 02-May-12 | | | Annual | | Management | | 1 | | Elect Director J.B. Hess | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director S.W. Bodman | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director R. Lavizzo Mourey | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director C.G. Matthews | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director E.H. Von Metzsch | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 8 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 9 | | Declassify the Board of Directors | | None | | For |
Sears Holdings Corporation | | SHLD | | 812350106 | | USA | | | 02-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Louis J. D’Ambrosio | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director William C. Kunkler, III | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Edward S. Lampert | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Steven T. Mnuchin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Ann N. Reese | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Emily Scott | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Thomas J. Tisch | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
DIRECTV | | DTV | | 25490A101 | | USA | | | 03-May-12 | | | Annual | | Management | | 1 | | Elect Director Ralph Boyd, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director David Dillon | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Samuel DiPiazza, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Dixon Doll | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Peter Lund | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Nancy Newcomb | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Lorrie Norrington | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Eliminate Class of Common Stock | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 11 | | Pro-rata Vesting of Equity Awards | | Against | | For |
DTE Energy Company | | DTE | | 233331107 | | USA | | | 03-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Gerard M. Anderson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Charles G. McClure, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Eugene A. Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Charles W. Pryor, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Ruth G. Shaw | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Report on Political Contributions | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Adopt Quantitative Goals for GHG and Other Air Emissions | | Against | | For |
Dover Corporation | | DOV | | 260003108 | | USA | | | 03-May-12 | | | Annual | | Management | | 1 | | Elect Director David H. Benson | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Robert W. Cremin | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Jean-Pierre M. Ergas | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Peter T. Francis | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Kristiane C. Graham | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Robert A. Livingston | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Richard K. Lochridge | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Bernard G. Rethore | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Michael B. Stubbs | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Stephen M. Todd | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Stephen K. Wagner | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Mary A. Winston | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Duke Energy Corporation | | DUK | | 26441C105 | | USA | | | 03-May-12 | | | Annual | | Management | | 1.1 | | Elect Director William Barnet, III | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director G. Alex Bernhardt, Sr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Michael G. Browning | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Daniel R. DiMicco | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director John H. Forsgren | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Ann Maynard Gray | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director James H. Hance, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director E. James Reinsch | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director James T. Rhodes | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director James E. Rogers | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Philip R. Sharp | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Reduce Supermajority Vote Requirement | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Report on Financial Risks of Coal Reliance | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 6 | | Require a Majority Vote for the Election of Directors | | Against | | For |
Eastman Chemical Company | | EMN | | 277432100 | | USA | | | 03-May-12 | | | Annual | | Management | | 1 | | Elect Director Stephen R. Demeritt | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Robert M. Hernandez | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Julie F. Holder | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Lewis M. Kling | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director David W. Raisbeck | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Eliminate Supermajority Vote Provisions | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 10 | | Provide Right to Act by Written Consent | | Against | | For |
Equifax Inc. | | EFX | | 294429105 | | USA | | | 03-May-12 | | | Annual | | Management | | 1 | | Elect Director James E. Copeland, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Robert D. Daleo | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Walter W. Driver, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Mark L. Feidler | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director L. Phillip Humann | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Siri S. Marshall | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director John A. McKinley | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Richard F. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Mark B. Templeton | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Kimberly-Clark Corporation | | KMB | | 494368103 | | USA | | | 03-May-12 | | | Annual | | Management | | 1 | | Elect Director John R. Alm | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director John F. Bergstrom | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Abelardo E. Bru | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Robert W. Decherd | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Thomas J. Falk | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Fabian T. Garcia | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Mae C. Jemison, M.D. | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director James M. Jenness | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Nancy J. Karch | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Ian C. Read | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Linda Johnson Rice | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Marc J. Shapiro | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Public Storage | | PSA | | 74460D109 | | USA | | | 03-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Ronald L. Havner, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Tamara Hughes Gustavson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Uri P. Harkham | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director B. Wayne Hughes, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Avedick B. Poladian | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Gary E. Pruitt | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Ronald P. Spogli | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Daniel C. Staton | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Reynolds American Inc. | | RAI | | 761713106 | | USA | | | 03-May-12 | | | Annual | | Management | | 1.1 | | Elect Director John P. Daly | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Holly K. Koeppel | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director H.G.L. (Hugo) Powell | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Richard E. Thornburgh | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Thomas C. Wajnert | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director H. Richard Kahler | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Adopt Majority Voting for Uncontested Election of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Establish Ethics Committee to Review Marketing Activities | | Against | | Against |
SCANA Corporation | | SCG | | 80589M102 | | USA | | | 03-May-12 | | | Annual | | Management | | 1.1 | | Elect Director James A. Bennett | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Lynne M. Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director James W. Roquemore | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Maceo K. Sloan | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 3 | | Declassify the Board of Directors | | Against | | For |
St. Jude Medical, Inc. | | STJ | | 790849103 | | USA | | | 03-May-12 | | | Annual | | Management | | 1 | | Elect Director John W. Brown | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Daniel J. Starks | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
Starwood Hotels & Resorts Worldwide, Inc. | | HOT | | 85590A401 | | USA | | | 03-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Frits van Paasschen | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Bruce W. Duncan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Adam M. Aron | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Charlene Barshefsky | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Thomas E. Clarke | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Clayton C. Daley, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Lizanne Galbreath | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Eric Hippeau | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Stephen R. Quazzo | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Thomas O. Ryder | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
Tesoro Corporation | | TSO | | 881609101 | | USA | | | 03-May-12 | | | Annual | | Management | | 1 | | Elect Director Rodney F. Chase | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Gregory J. Goff | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Robert W. Goldman | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Steven H. Grapstein | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director David Lilley | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director J.W. Nokes | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Susan Tomasky | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Michael E. Wiley | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Patrick Y. Yang | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
Valero Energy Corporation | | VLO | | 91913Y100 | | USA | | | 03-May-12 | | | Annual | | Management | | 1 | | Elect Director Ronald K. Calgaard | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Jerry D. Choate | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Ruben M. Escobedo | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director William R. Klesse | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Bob Marbut | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Donald L. Nickles | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Philip J. Pfeiffer | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Robert A. Profusek | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Susan Kaufman Purcell | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Stephen M. Waters | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Randall J. Weisenburger | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Rayford Wilkins, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Report on Political Contributions | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Report on Accident Risk Reduction Efforts | | Against | | For |
Wisconsin Energy Corporation | | WEC | | 976657106 | | USA | | | 03-May-12 | | | Annual | | Management | | 1.1 | | Elect Director John F. Bergstrom | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Barbara L. Bowles | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Patricia W. Chadwick | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Robert A. Cornog | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Curt S. Culver | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Thomas J. Fischer | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Gale E. Klappa | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Ulice Payne, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Mary Ellen Stanek | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Adopt Majority Voting for Uncontested Election of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Adopt Majority Voting for Uncontested Election of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Mead Johnson Nutrition Company | | MJN | | 582839106 | | USA | | | 04-May-12 | | | Annual | | Management | | 1 | | Elect Director Stephen W. Golsby | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Steven M. Altschuler | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Howard B. Bernick | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Kimberly A. Casiano | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Anna C. Catalano | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Celeste A. Clark | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director James M. Cornelius | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Peter G. Ratcliffe | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Elliott Sigal | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Robert S. Singer | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
Occidental Petroleum Corporation | | OXY | | 674599105 | | USA | | | 04-May-12 | | | Annual | | Management | | 1 | | Elect Director Spencer Abraham | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Howard I. Atkins | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Stephen I. Chazen | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Edward P. Djerejian | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director John E. Feick | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Margaret M. Foran | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Carlos M. Gutierrez | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Ray R. Irani | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Avedick B. Poladian | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Aziz D. Syriani | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Rosemary Tomich | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Request Director Nominee with Environmental Qualifications | | Against | | Against |
Ryder System, Inc. | | R | | 783549108 | | USA | | | 04-May-12 | | | Annual | | Management | | 1 | | Elect Director John M. Berra | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Luis P. Nieto, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director E. Follin Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Gregory T. Swienton | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Robert J. Eck | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 9 | | Declassify the Board of Directors | | Against | | For |
Aflac Incorporated | | AFL | | 001055102 | | USA | | | 07-May-12 | | | Annual | | Management | | 1 | | Elect Director Daniel P. Amos | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director John Shelby Amos, II | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Paul S. Amos, II | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Kriss Cloninger, III | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Elizabeth J. Hudson | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Douglas W. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Robert B. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Charles B. Knapp | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director E. Stephen Purdom | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Barbara K. Rimer | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Marvin R. Schuster | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Melvin T. Stith | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director David Gary Thompson | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director Takuro Yoshida | | For | | Against |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 18 | | Ratify Auditors | | For | | For |
Baxter International Inc. | | BAX | | 071813109 | | USA | | | 08-May-12 | | | Annual | | Management | | 1 | | Elect Director James R. Gavin, III | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Peter S. Hellman | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director K. J. Storm | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 7 | | Reduce Supermajority Vote Requirement | | For | | For |
CBRE Group, Inc. | | CBG | | 12504L109 | | USA | | | 08-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Richard C. Blum | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Curtis F. Feeny | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Bradford M. Freeman | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Michael Kantor | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Frederic V. Malek | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Jane J. Su | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Laura D. Tyson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Brett White | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Gary L. Wilson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Ray Wirta | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Approve Omnibus Stock Plan | | For | | Against |
Capital One Financial Corporation | | COF | | 14040H105 | | USA | | | 08-May-12 | | | Annual | | Management | | 1 | | Elect Director Richard D. Fairbank | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Peter E. Raskind | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Bradford H. Warner | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Amend Nonqualified Employee Stock Purchase Plan | | For | | For |
Cliffs Natural Resources Inc. | | CLF | | 18683K101 | | USA | | | 08-May-12 | | | Annual | | Management | | 1 | | Elect Director Joseph A. Carrabba | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Susan M. Cunningham | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Barry J. Eldridge | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Andres R. Gluski | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Susan M. Green | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Janice K. Henry | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director James F. Kirsch | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Francis R. McAllister | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Richard K. Riederer | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Richard A. Ross | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Permit Board to Amend Bylaws Without Shareholder Consent | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Approve Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Ratify Auditors | | For | | For |
Cummins Inc. | | CMI | | 231021106 | | USA | | | 08-May-12 | | | Annual | | Management | | 1 | | Elect Director N. Thomas Linebarger | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director William I. Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Alexis M. Herman | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Georgia R. Nelson | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Carl Ware | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Robert K. Herdman | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Robert J. Bernhard | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Franklin R. Chang Diaz | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Stephen B. Dobbs | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Amend Nonqualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Provide Right to Call Special Meeting | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Danaher Corporation | | DHR | | 235851102 | | USA | | | 08-May-12 | | | Annual | | Management | | 1 | | Elect Director Mortimer M. Caplin | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Donald J. Ehrlich | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Linda P. Hefner | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Teri List-Stoll | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Walter G. Lohr, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Increase Authorized Common Stock | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Dominion Resources, Inc. | | D | | 25746U109 | | USA | | | 08-May-12 | | | Annual | | Management | | 1 | | Elect Director William P. Barr | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Peter W. Brown | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Helen E. Dragas | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Thomas F. Farrell, II | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director John W. Harris | | For | | Against |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Robert S. Jepson, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Mark J. Kington | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Frank S. Royal | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Robert H. Spilman, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director David A. Wollard | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 13 | | Adopt Renewable Energy Production Goal | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 14 | | Report on Encouraging Customer Use of Renewable Energy Systems | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 15 | | Report on Plant Closures | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Report on Coal Use from Mountaintop Removal Mining | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 17 | | Report on Impacts and Risks of Natural Gas | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 18 | | Review and Report on Nuclear Safety | | Against | | For |
Masco Corporation | | MAS | | 574599106 | | USA | | | 08-May-12 | | | Annual | | Management | | 1 | | Elect Director Richard A. Manoogian | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director John C. Plant | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Mary Ann Van Lokeren | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Declassify the Board of Directors | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 7 | | Stock Retention/Holding Period | | Against | | For |
Newell Rubbermaid Inc. | | NWL | | 651229106 | | USA | | | 08-May-12 | | | Annual | | Management | | 1 | | Elect Director Thomas E. Clarke | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Elizabeth Cuthbert-Millett | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Domenico De Sole | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Steven J. Strobel | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
O’Reilly Automotive, Inc. | | ORLY | | 67103H107 | | USA | | | 08-May-12 | | | Annual | | Management | | 1 | | Elect Director Charles H. O’Reilly, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director John Murphy | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Ronald Rashkow | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
Prudential Financial, Inc. | | PRU | | 744320102 | | USA | | | 08-May-12 | | | Annual | | Management | | 1 | | Elect Director Thomas J. Baltimore, Jr. | | For | | Against |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Gordon M. Bethune | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Gaston Caperton | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Gilbert F. Casellas | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director James G. Cullen | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director William H. Gray, III | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Mark B. Grier | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Constance J. Horner | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Martina Hund-Mejean | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Karl J. Krapek | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Chrisitne A. Poon | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director John R. Strangfeld | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director James A. Unruh | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Eliminate Supermajority Voting Provisions | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Require Independent Board Chairman | | Against | | Against |
AutoNation, Inc. | | AN | | 05329W102 | | USA | | | 09-May-12 | | | Annual | | Management | | 1 | | Elect Director Mike Jackson | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Robert J. Brown | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Rick L. Burdick | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director William C. Crowley | | For | | Against |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director David B. Edelson | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Robert R. Grusky | | For | | Against |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Michael Larson | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Michael E. Maroone | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Carlos A. Migoya | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Alison H. Rosenthal | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Approve Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 13 | | Require Independent Board Chairman | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Provide for Cumulative Voting | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Report on Political Contributions | | Against | | For |
Bank of America Corporation | | BAC | | 060505104 | | USA | | | 09-May-12 | | | Annual | | Management | | 1 | | Elect Director Mukesh D. Ambani | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Susan S. Bies | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Frank P. Bramble, Sr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Virgis W. Colbert | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Charles K. Gifford | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Charles O. Holliday, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Monica C. Lozano | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Thomas J. May | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Brian T. Moynihan | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Donald E. Powell | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Charles O. Rossotti | | For | | Against |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Robert W. Scully | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Disclose Prior Government Service | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 16 | | Report on Lobbying Payments and Policy | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Stock Retention/Holding Period | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 18 | | Require Audit Committee Review and Report on Controls Related to Loans, Foreclosure and Securitizations | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 19 | | Prohibit Political Contributions | | Against | | Against |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
CSX Corporation | | CSX | | 126408103 | | USA | | | 09-May-12 | | | Annual | | Management | | 1 | | Elect Director Donna M. Alvarado | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director John B. Breaux | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Pamela L. Carter | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Steven T. Halverson | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Edward J. Kelly, III | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Gilbert H. Lamphere | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director John D. McPherson | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Timothy T. O’Toole | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director David M. Ratcliffe | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Donald J. Shepard | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Michael J. Ward | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director J.C. Watts, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director J. Steven Whisler | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
ConocoPhillips | | COP | | 20825C104 | | USA | | | 09-May-12 | | | Annual | | Management | | 1 | | Elect Director Richard L. Armitage | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Richard H. Auchinleck | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director James E. Copeland, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Kenneth M. Duberstein | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Ruth R. Harkin | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Ryan M. Lance | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Mohd H. Marican | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Harold W. McGraw, III | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director James J. Mulva | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Robert A. Niblock | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Harald J. Norvik | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director William K. Reilly | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Victoria J. Tschinkel | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director Kathryn C. Turner | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Elect Director William E. Wade, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 18 | | Adopt Policy to Address Coastal Louisiana Environmental Impacts | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 19 | | Report on Accident Risk Reduction Efforts | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 20 | | Report on Lobbying Payments and Policy | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 21 | | Adopt Quantitative GHG Goals for Products and Operations | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 22 | | Amend EEO Policy to Prohibit Discrimination based on Gender Identity | | Against | | For |
Nordstrom, Inc. | | JWN | | 655664100 | | USA | | | 09-May-12 | | | Annual | | Management | | 1 | | Elect Director Phyllis J. Campbell | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Michelle M. Ebanks | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Enrique Hernandez, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Robert G. Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Blake W. Nordstrom | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Erik B. Nordstrom | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Peter E. Nordstrom | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Philip G. Satre | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director B. Kevin Turner | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Robert D. Walter | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Alison A. Winter | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Approve Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Philip Morris International Inc. | | PM | | 718172109 | | USA | | | 09-May-12 | | | Annual | | Management | | 1 | | Elect Director Harold Brown | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Mathis Cabiallavetta | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect DirectorLouis C. Camilleri | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect DirectorJ. Dudley Fishburn | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect DirectorJennifer Li | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Graham Mackay | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Sergio Marchionne | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Kalpana Morparia | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect DirectorLucio A. Noto | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect DirectorRobert B. Polet | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect DirectorCarlos Slim Helu | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect DirectorStephen M. Wolf | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Approve Restricted Stock Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Require Independent Board Chairman | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 17 | | Establish Ethics Committee to Review Marketing Activities | | Against | | Against |
PulteGroup, Inc. | | PHM | | 745867101 | | USA | | | 09-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Brian P. Anderson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Bryce Blair | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Cheryl W. Grise | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Debra J. Kelly-Ennis | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Patrick J. O’Leary | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Bernard W. Reznicek | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Require a Majority Vote for the Election of Directors | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Performance-Based and/or Time-Based Equity Awards | | Against | | For |
Waters Corporation | | WAT | | 941848103 | | USA | | | 09-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Joshua Bekenstein | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director M.J. Berendt | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Douglas A. Berthiaume | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Edward Conard | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director L.H. Glimcher | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Christopher A. Kuebler | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director William J. Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Joann A. Reed | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Thomas P. Salice | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Approve Omnibus Stock Plan | | For | | For |
Assurant, Inc. | | AIZ | | 04621X108 | | USA | | | 10-May-12 | | | Annual | | Management | | 1 | | Elect Director Elaine D. Rosen | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Howard L. Carver | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Juan N. Cento | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Elyse Douglas | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Lawrence V. Jackson | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director David B. Kelso | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Charles J. Koch | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director H. Carroll Mackin | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Robert B. Pollock | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Paul J. Reilly | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Robert W. Stein | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
C.H. Robinson Worldwide, Inc. | | CHRW | | 12541W209 | | USA | | | 10-May-12 | | | Annual | | Management | | 1 | | Elect Director David W. MacLennan | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director James B. Stake | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director John P. Wiehoff | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
CF Industries Holdings, Inc. | | CF | | 125269100 | | USA | | | 10-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Stephen A. Furbacher | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director John D. Johnson | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Declassify the Board of Directors | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Require a Majority Vote for the Election of Directors | | Against | | For |
CVS Caremark Corporation | | CVS | | 126650100 | | USA | | | 10-May-12 | | | Annual | | Management | | 1 | | Elect Director C. David Brown, II | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director David W. Dorman | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Anne M. Finucane | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Kristen Gibney Williams | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Marian L. Heard | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Larry J. Merlo | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Jean-Pierre Millon | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director C.A. Lance Piccolo | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Richard J. Swift | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Tony L. White | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Provide Right to Act by Written Consent | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Report on Political Contributions | | Against | | For |
E*TRADE Financial Corporation | | ETFC | | 269246401 | | USA | | | 10-May-12 | | | Annual | | Management | | 1 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 2.1 | | Elect Director Rodger A. Lawson | | For | | For |
| | | | | | | | | | | | | | Management | | 2.2 | | Elect Director Frank J. Petrilli | | For | | For |
| | | | | | | | | | | | | | Management | | 2.3 | | Elect Director Rebecca Saeger | | For | | For |
| | | | | | | | | | | | | | Management | | 2.4 | | Elect Director Joseph L. Sclafani | | For | | For |
| | | | | | | | | | | | | | Management | | 2.5 | | Elect Director Stephen H. Willard | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
Ford Motor Company | | F | | 345370860 | | USA | | | 10-May-12 | | | Annual | | Management | | 1 | | Elect Director Stephen G. Butler | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Kimberly A. Casiano | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Anthony F. Earley, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Edsel B. Ford II | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director William Clay Ford, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Richard A. Gephardt | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director James H. Hance, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director William W. Helman IV | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Irvine O. Hockaday, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Jon M. Huntsman, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Richard A. Manoogian | | For | | Against |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Ellen R. Marram | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Alan Mulally | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director Homer A. Neal | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Elect Director Gerald L. Shaheen | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Elect Director John L. Thornton | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 18 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 19 | | Provide for Cumulative Voting | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 20 | | Approve Recapitalization Plan for all Stock to have One-vote per Share | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 21 | | Amend Articles/Bylaws/Charter — Call Special Meetings | | Against | | For |
Gilead Sciences, Inc. | | GILD | | 375558103 | | USA | | | 10-May-12 | | | Annual | | Management | | 1.1 | | Elect Director John F. Cogan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Etienne F. Davignon | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director James M. Denny | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Carla A. Hills | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Kevin E. Lofton | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director John W. Madigan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director John C. Martin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Gordon E. Moore | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Nicholas G. Moore | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Richard J. Whitley | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Gayle E. Wilson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Per Wold-Olsen | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Share Holder | | 4 | | Provide Right to Act by Written Consent | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Submit Shareholder Rights Plan (Poison Pill) to Shareholder Vote | | Against | | For |
Host Hotels & Resorts, Inc. | | HST | | 44107P104 | | USA | | | 10-May-12 | | | Annual | | Management | | 1 | | Elect Director Robert M. Baylis | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Terence C. Golden | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Ann M. Korologos | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Richard E. Marriott | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director John B. Morse, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Walter C. Rakowich | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Gordon H. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director W. Edward Walter | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Mattel, Inc. | | MAT | | 577081102 | | USA | | | 10-May-12 | | | Annual | | Management | | 1 | | Elect Director Michael J. Dolan | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Robert A. Eckert | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Trevor A. Edwards | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Frances D. Fergusson | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Dominic Ng | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Vasant M. Prabhu | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Andrea L. Rich | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Dean A. Scarborough | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Christopher A. Sinclair | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Bryan G. Stockton | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Dirk Van de Put | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Kathy White Loyd | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Approve Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Norfolk Southern Corporation | | NSC | | 655844108 | | USA | | | 10-May-12 | | | Annual | | Management | | 1 | | Elect Director Gerald L. Baliles | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Erskine B. Bowles | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Robert A. Bradway | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Wesley G. Bush | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Daniel A. Carp | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Karen N. Horn | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Steven F. Leer | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Michael D. Lockhart | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Charles W. Moorman, IV | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director J. Paul Reason | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Novellus Systems, Inc. | | NVLS | | 670008101 | | USA | | | 10-May-12 | | | Special | | Management | | 1 | | Approve Merger Agreement | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Adjourn Meeting | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote on Golden Parachutes | | For | | For |
Nucor Corporation | | NUE | | 670346105 | | USA | | | 10-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Clayton C. Daley, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director John J. Ferriola | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Harvey B. Gantt | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Bernard L. Kasriel | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 3 | | Require a Majority Vote for the Election of Directors | | Against | | For |
Owens-Illinois, Inc. | | OI | | 690768403 | | USA | | | 10-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Gary F. Colter | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Corbin A. McNeill, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Helge H. Wehmeier | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Declassify the Board of Directors | | For | | For |
Tenet Healthcare Corporation | | THC | | 88033G100 | | USA | | | 10-May-12 | | | Annual | | Management | | 1 | | Elect Director John Ellis ‘Jeb’ Bush | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Trevor Fetter | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Brenda J. Gaines | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Karen M. Garrison | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Edward A. Kangas | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Floyd D. Loop | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Richard R. Pettingill | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Ronald A. Rittenmeyer | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director James A. Unruh | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Approve Executive Incentive Bonus Plan | | For | | For |
The Washington Post Company | | WPO | | 939640108 | | USA | | | 10-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Christopher C. Davis | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Anne M. Mulcahy | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Larry D. Thompson | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 2 | | Approve Omnibus Stock Plan | | For | | For |
Waste Management, Inc. | | WM | | 94106L109 | | USA | | | 10-May-12 | | | Annual | | Management | | 1 | | Elect Director Bradbury H. Anderson | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Pastora San Juan Cafferty | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Frank M. Clark, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Patrick W. Gross | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director John C. Pope | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director W. Robert Reum | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Steven G. Rothmeier | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director David P. Steiner | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Thomas H. Weidemeyer | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 13 | | Stock Retention | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Amend Bylaws — Call Special Meetings | | Against | | Against |
Wyndham Worldwide Corporation | | WYN | | 98310W108 | | USA | | | 10-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Stephen P. Holmes | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Myra J. Biblowit | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Pauline D.E. Richards | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
Cameron International Corporation | | CAM | | 13342B105 | | USA | | | 11-May-12 | | | Annual | | Management | | 1 | | Elect Director C. Baker Cunningham | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Sheldon R. Erikson | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Douglas L. Foshee | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Rodolfo Landim | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | | For | | Against |
| | | | | | | | | | | | | | Management | | 9 | | Approve Restatement of the Company’s Certificate of Incorporation | | For | | For |
Colgate-Palmolive Company | | CL | | 194162103 | | USA | | | 11-May-12 | | | Annual | | Management | | 1 | | Elect Director Nikesh Arora | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director John T. Cahill | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Ian Cook | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Helene D. Gayle | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Ellen M. Hancock | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Joseph Jimenez | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Richard J. Kogan | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Delano E. Lewis | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director J. Pedro Reinhard | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Stephen I. Sadove | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 13 | | Require Independent Board Chairman | | Against | | Against |
Watson Pharmaceuticals, Inc. | | WPI | | 942683103 | | USA | | | 11-May-12 | | | Annual | | Management | | 1 | | Elect Director Jack Michelson | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Ronald R. Taylor | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Andrew L. Turner | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Approve Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Boston Properties, Inc. | | BXP | | 101121101 | | USA | | | 15-May-12 | | | Annual | | Management | | 1 | | Elect Director Lawrence S. Bacow | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Zoe Baird Budinger | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Douglas T. Linde | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Matthew J. Lustig | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Alan J. Patricof | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Martin Turchin | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director David A. Twardock | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
Broadcom Corporation | | BRCM | | 111320107 | | USA | | | 15-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Robert J. Finocchio, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Nancy H. Handel | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Eddy W. Hartenstein | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Maria Klawe | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director John E. Major | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Scott A. McGregor | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director William T. Morrow | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Henry Samueli | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Robert E. Switz | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Approve Omnibus Stock Plan | | For | | Against |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
Denbury Resources Inc. | | DNR | | 247916208 | | USA | | | 15-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Wieland F. Wettstein | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Michael L. Beatty | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Michael B. Decker | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Ronald G. Greene | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Gregory L. McMichael | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Kevin O. Meyers | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Gareth Roberts | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Phil Rykhoek | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Randy Stein | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Laura A. Sugg | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Reduce Supermajority Vote Requirement | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Approve an Amendment of the Limited Liability Company Agreement of Denbury Onshore, LLC | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
FirstEnergy Corp. | | FE | | 337932107 | | USA | | | 15-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Paul T. Addison | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Anthony J. Alexander | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Michael J. Anderson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Carol A. Cartwright | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director William T. Cottle | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Robert B. Heisler, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect DirectorJulia L. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect DirectorTed J. Kleisner | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Donald T. Misheff | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Ernest J. Novak, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Christopher D. Pappas | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Catherine A. Rein | | For | | For |
| | | | | | | | | | | | | | Management | | 1.13 | | Elect Director George M. Smart | | For | | For |
| | | | | | | | | | | | | | Management | | 1.14 | | Elect Director Wes M. Taylor | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 4 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Report on Coal Combustion Waste Hazard and Risk Mitigation Efforts | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Report on Plans to Reduce Coal-Related Costs and Risks | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 7 | | Reduce Supermajority Vote Requirement | | Against | | For |
JPMorgan Chase & Co. | | JPM | | 46625H100 | | USA | | | 15-May-12 | | | Annual | | Management | | 1 | | Elect Director James A. Bell | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Crandall C. Bowles | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Stephen B. Burke | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director David M. Cote | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director James S. Crown | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director James Dimon | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Timothy P. Flynn | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Ellen V. Futter | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Laban P. Jackson, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Lee R. Raymond | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director William C. Weldon | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Affirm Political Non-Partisanship | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 15 | | Require Independent Board Chairman | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Report on Loan Modifications | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 17 | | Report on Political Contributions | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 18 | | Institute Procedures to Prevent Investments in Companies that Contribute to Genocide or Crimes Against Humanity | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 19 | | Provide Right to Act by Written Consent | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 20 | | Stock Retention | | Against | | For |
Leucadia National Corporation | | LUK | | 527288104 | | USA | | | 15-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Ian M. Cumming | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Paul M. Dougan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Alan J. Hirschfield | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director James E. Jordan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Jeffrey C. Keil | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Jesse Clyde Nichols, III | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Michael Sorkin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Joseph S. Steinberg | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Other Business | | For | | Against |
Morgan Stanley | | MS | | 617446448 | | USA | | | 15-May-12 | | | Annual | | Management | | 1 | | Elect Director Roy J. Bostock | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Erskine B. Bowles | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Howard J. Davies | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director James P. Gorman | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director C. Robert Kidder | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Klaus Kleinfeld | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Donald T. Nicolaisen | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Hutham S. Olayan | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director James W. Owens | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director O. Griffith Sexton | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Ryosuke Tamakoshi | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Masaaki Tanaka | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Laura D. Tyson | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Amend Omnibus Stock Plan | | For | | Against |
| | | | | | | | | | | | | | Management | | 16 | | Amend Non-Employee Director Restricted Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
NiSource Inc. | | NI | | 65473P105 | | USA | | | 15-May-12 | | | Annual | | Management | | 1 | | Elect Director Richard A. Abdoo | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Aristides S. Candris | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Sigmund L. Cornelius | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Michael E. Jesanis | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Marty R. Kittrell | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director W. Lee Nutter | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Deborah S. Parker | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Ian M. Rolland | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Robert C. Skaggs, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Teresa A. Taylor | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Richard L. Thompson | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Carolyn Y. Woo | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Amend Nonqualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Provide for Cumulative Voting | | Against | | For |
Time Warner Inc. | | TWX | | 887317303 | | USA | | | 15-May-12 | | | Annual | | Management | | 1 | | Elect Director James L. Barksdale | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director William P. Barr | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Jeffrey L. Bewkes | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Stephen F. Bollenbach | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Robert C. Clark | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Mathias Dopfner | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Jessica P. Einhorn | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Fred Hassan | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Kenneth J. Novack | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Paul D. Wachter | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Deborah C. Wright | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Provide Right to Act by Written Consent | | Against | | For |
ACE Limited | | ACE | | H0023R105 | | Switzerland | | | 16-May-12 | | | Annual | | Management | | 1.1 | | Elect Michael G. Atieh as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Mary A. Cirillo as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Thomas J. Neff as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 2.1 | | Approve Annual Report | | For | | For |
| | | | | | | | | | | | | | Management | | 2.2 | | Accept Statutory Financial Statements | | For | | For |
| | | | | | | | | | | | | | Management | | 2.3 | | Accept Consolidated Financial Statements | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Approve Allocation of Income and Dividends | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Approve Discharge of Board and Senior Management | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Approve Creation of CHF 4.2 Billion Pool of Capital without Preemptive Rights | | For | | For |
| | | | | | | | | | | | | | Management | | 6.1 | | Ratify PricewaterhouseCoopers AG as Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6.2 | | Ratify PricewaterhouseCoopers LLP as Independent Registered Public Accounting Firm as Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6.3 | | Ratify BDO AG as Special Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Approve Dividend Distribution From Legal Reserves Through Reduction in Share Capital | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Advisory Vote to ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
American International Group, Inc. | | AIG | | 026874784 | | USA | | | 16-May-12 | | | Annual | | Management | | 1 | | Elect Director Robert H. Benmosche | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director W. Don Cornwell | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director John H. Fitzpatrick | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Laurette T. Koellner | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Donald H. Layton | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Christopher S. Lynch | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Arthur C. Martinez | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director George L. Miles, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Henry S. Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Robert S. Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Suzanne Nora Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Ronald A. Rittenmeyer | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Douglas M. Steenland | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Ratify Auditors | | For | | For |
Dean Foods Company | | DF | | 242370104 | | USA | | | 16-May-12 | | | Annual | | Management | | 1 | | Elect Director Janet Hill | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director J. Wayne Mailloux | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Hector M. Nevares | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Doreen A. Wright | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Provide Directors May Be Removed with or without Cause | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 10 | | Require Independent Board Chairman | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 11 | | Pro-rata Vesting of Equity Plans | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 12 | | Stock Retention/Holding Period | | Against | | For |
Halliburton Company | | HAL | | 406216101 | | USA | | | 16-May-12 | | | Annual | | Management | | 1 | | Elect Director Alan M. Bennett | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director James R. Boyd | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Milton Carroll | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Nance K. Dicciani | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Murry S. Gerber | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director S. Malcolm Gillis | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Abdallah S. Jum’ah | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director David J. Lesar | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Robert A. Malone | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director J. Landis Martin | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Debra L. Reed | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Amend Omnibus Stock Plan | | For | | For |
National Oilwell Varco, Inc. | | NOV | | 637071101 | | USA | | | 16-May-12 | | | Annual | | Management | | 1 | | Elect Director Merrill A. Miller, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Greg L. Armstrong | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director David D. Harrison | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Report on Political Contributions | | Against | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Northrop Grumman Corporation | | NOC | | 666807102 | | USA | | | 16-May-12 | | | Annual | | Management | | 1 | | Elect Director Wesley G. Bush | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Lewis W. Coleman | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Victor H. Fazio | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Donald E. Felsinger | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Stephen E. Frank | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Bruce S. Gordon | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Madeleine A. Kleiner | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Karl J. Krapek | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Richard B. Myers | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Aulana L. Peters | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Gary Roughead | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Thomas M. Schoewe | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Kevin W. Sharer | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Amend Certificate of Incorporation of Titan II, Inc. | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Provide Right to Act by Written Consent | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 18 | | Require Independent Board Chairman | | Against | | For |
PPL Corporation | | PPL | | 69351T106 | | USA | | | 16-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Frederick M. Bernthal | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director John W. Conway | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Steven G. Elliott | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Louise K. Goeser | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Stuart E. Graham | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Stuart Heydt | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Raja Rajamannar | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Craig A. Rogerson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director William H. Spence | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Natica von Althann | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Keith W. Williamson | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Require a Majority Vote for the Election of Directors | | Against | | For |
Pinnacle West Capital Corporation | | PNW | | 723484101 | | USA | | | 16-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Edward N. Basha, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Donald E. Brandt | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Susan Clark-Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Denis A. Cortese | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Michael L. Gallagher | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Roy A. Herberger, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Dale E. Klein | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Humberto S. Lopez | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Kathryn L. Munro | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Bruce J. Nordstrom | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
Ross Stores, Inc. | | ROST | | 778296103 | | USA | | | 16-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Michael Balmuth | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director K. Gunnar Bjorklund | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Sharon D. Garrett | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Require a Majority Vote for the Election of Directors | | Against | | For |
State Street Corporation | | STT | | 857477103 | | USA | | | 16-May-12 | | | Annual | | Management | | 1 | | Elect Director Kennett F. Burnes | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Peter Coym | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Patrick De Saint-Aignan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Amellia C. Fawcett | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director David P. Gruber | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Linda A. Hill | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Joseph L. Hooley | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Robert S. Kaplan | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Richard P. Sergel | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Ronald L. Skates | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Gregory L. Summe | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Robert E. Weissman | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Ratify Auditors | | For | | For |
The Hartford Financial Services Group, Inc. | | HIG | | 416515104 | | USA | | | 16-May-12 | | | Annual | | Management | | 1 | | Elect Director Robert B. Allardice, III | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Trevor Fetter | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Paul G. Kirk, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Liam E. Mcgee | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Kathryn A. Mikells | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Michael G. Morris | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Thomas A. Renyi | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Charles B. Strauss | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director H. Patrick Swygert | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
WellPoint, Inc. | | WLP | | 94973V107 | | USA | | | 16-May-12 | | | Annual | | Management | | 1 | | Elect Director Lenox D. Baker, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Susan B. Bayh | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Julie A. Hill | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Ramiro G. Peru | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 7 | | Report on Political Contributions | | Against | | Against |
Xcel Energy Inc. | | XEL | | 98389B100 | | USA | | | 16-May-12 | | | Annual | | Management | | 1 | | Elect Director Gail Koziara Boudreaux | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Fredric W. Corrigan | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Richard K. Davis | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Benjamin G.S. Fowke, III | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Albert F. Moreno | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Christopher J. Policinski | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director A. Patricia Sampson | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director James J. Sheppard | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director David A. Westerlund | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Kim Williams | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Timothy V. Wolf | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Eliminate Cumulative Voting | | For | | Against |
| | | | | | | | | | | | | | Management | | 14 | | Eliminate Class of Preferred Stock | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Require Independent Board Chairman | | Against | | Against |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Alpha Natural Resources, Inc. | | ANR | | 02076X102 | | USA | | | 17-May-12 | | | Annual | | Management | | 1 | | Elect Director Kevin S. Crutchfield | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director William J. Crowley, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director E. Linn Draper, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Glenn A. Eisenberg | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director P. Michael Giftos | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Deborah M. Fretz | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Joel Richards, III | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director James F. Roberts | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Ted G. Wood | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
Altria Group, Inc. | | MO | | 02209S103 | | USA | | | 17-May-12 | | | Annual | | Management | | 1 | | Elect Director Elizabeth E. Bailey | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Gerald L. Baliles | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Martin J. Barrington | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director John T. Casteen III | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Dinyar S. Devitre | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Thomas F. Farrell II | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Thomas W. Jones | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director W. Leo Kiely III | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Kathryn B. McQuade | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director George Munoz | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Nabil Y. Sakkab | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Report on Lobbying Payments and Policy | | Against | | For |
Coventry Health Care, Inc. | | CVH | | 222862104 | | USA | | | 17-May-12 | | | Annual | | Management | | 1 | | Elect Director Daniel N. Mendelson | | For | | Against |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Rodman W. Moorehead, Iii | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Timothy T. Weglicki | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Reduce Supermajority Vote Requirement | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 8 | | Report on Political Contributions | | Against | | For |
Genworth Financial, Inc. | | GNW | | 37247D106 | | USA | | | 17-May-12 | | | Annual | | Management | | 1 | | Elect Director Steven W. Alesio | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director William H. Bolinder | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Michael D. Fraizer | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Nancy J. Karch | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Christine B. Mead | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Thomas E. Moloney | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director James A. Parke | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director James S. Riepe | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
Intel Corporation | | INTC | | 458140100 | | USA | | | 17-May-12 | | | Annual | | Management | | 1 | | Elect Director Charlene Barshefsky | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Andy D. Bryant | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Susan L. Decker | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director John J. Donahoe | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Reed E. Hundt | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Paul S. Otellini | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director James D. Plummer | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director David S. Pottruck | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Frank D. Yeary | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director David B. Yoffie | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 13 | | Adopt Proxy Statement Reporting on Political Contributions and Advisory Vote | | Against | | Against |
Invesco Ltd. | | IVZ | | G491BT108 | | Bermuda | | | 17-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Martin L. Flanagan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director C. Robert Henrikson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Ben F. Johnson, II | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director J. Thomas Presby | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Approve Nonqualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
KeyCorp | | KEY | | 493267108 | | USA | | | 17-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Edward P. Campbell | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Joseph A. Carrabba | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Charles P. Cooley | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Alexander M. Cutler | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director H. James Dallas | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Elizabeth R. Gile | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Ruth Ann M. Gillis | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director William G. Gisel, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Richard J. Hipple | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Kristen L. Manos | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Beth E. Mooney | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Bill R. Sanford | | For | | For |
| | | | | | | | | | | | | | Management | | 1.13 | | Elect Director Barbara R. Snyder | | For | | For |
| | | | | | | | | | | | | | Management | | 1.14 | | Elect Director Thomas C. Stevens | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Require Independent Board Chairman | | Against | | For |
Lorillard, Inc. | | LO | | 544147101 | | USA | | | 17-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Robert C. Almon | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Kit D. Dietz | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Approve Nonqualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Declassify the Board of Directors | | None | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Report on Political Contributions | | Against | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Marsh & McLennan Companies, Inc. | | MMC | | 571748102 | | USA | | | 17-May-12 | | | Annual | | Management | | 1 | | Elect Director Zachary W. Carter | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Brian Duperreault | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Oscar Fanjul | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director H. Edward Hanway | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Elaine La Roche | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Lord Lang | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Steven A. Mills | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Bruce P. Nolop | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Marc D. Oken | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Morton O. Schapiro | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Adele Simmons | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Lloyd M. Yates | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director R. David Yost | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Pioneer Natural Resources Company | | PXD | | 723787107 | | USA | | | 17-May-12 | | | Annual | | Management | | 1 | | Elect Director Thomas D. Arthur | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Andrew F. Cates | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Scott J. Reiman | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Scott D. Sheffield | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 9 | | Require Independent Board Chairman | | Against | | Against |
Regions Financial Corporation | | RF | | 7591EP100 | | USA | | | 17-May-12 | | | Annual | | Management | | 1 | | Elect Director Samuel W. Bartholomew, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director George W. Bryan | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Carolyn H. Byrd | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director David J. Cooper, Sr. | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Earnest W. Deavenport, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Don DeFosset | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Eric C. Fast | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director O.B. Grayson Hall, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director John D. Johns | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Charles D. McCrary | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director James R. Malone | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Ruth Ann Marshall | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Susan W. Matlock | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director John E. Maupin, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Elect Director John R. Roberts | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Elect Director Lee J. Styslinger, III | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 18 | | Advisory Vote on Say on Pay Frequency | | One Year | | One Year |
| | | | | | | | | | | | | | Management | | 19 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 20 | | Report on Political Contributions | | Against | | For |
Simon Property Group, Inc. | | SPG | | 828806109 | | USA | | | 17-May-12 | | | Annual | | Management | | 1 | | Elect Director Melvyn E. Bergstein | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Larry C. Glasscock | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Karen N. Horn | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Allan Hubbard | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Reuben S. Leibowitz | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Daniel C. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director J. Albert Smith, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 9 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Amend Omnibus Stock Plan | | For | | Against |
The Home Depot, Inc. | | HD | | 437076102 | | USA | | | 17-May-12 | | | Annual | | Management | | 1 | | Elect Director F. Duane Ackerman | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Francis S. Blake | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Ari Bousbib | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Gregory D. Brenneman | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director J. Frank Brown | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Albert P. Carey | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Armando Codina | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Bonnie G. Hill | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Karen L. Katen | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Ronald L. Sargent | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Adopt Proxy Statement Reporting on Political Contributions and Advisory Vote | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 15 | | Prepare Employment Diversity Report | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Amend Right to Act by Written Consent | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Amend Bylaws — Call Special Meetings | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 18 | | Report on Charitable Contributions | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 19 | | Adopt Storm Water Run-off Management Policy | | Against | | Against |
The Williams Companies, Inc. | | WMB | | 969457100 | | USA | | | 17-May-12 | | | Annual | | Management | | 1 | | Elect Director Alan S. Armstrong | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Joseph R. Cleveland | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Irl F. Engelhardt | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director John A. Hagg | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Juanita H. Hinshaw | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Frank T. Macinnis | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Steven W. Nance | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Murray D. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Janice D. Stoney | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Laura A. Sugg | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Tiffany & Co. | | TIF | | 886547108 | | USA | | | 17-May-12 | | | Annual | | Management | | 1 | | Elect Director Michael J. Kowalski | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Rose Marie Bravo | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Gary E. Costley | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Lawrence K. Fish | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Abby F. Kohnstamm | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Charles K. Marquis | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Peter W. May | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director William A. Shutzer | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Robert S. Singer | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Time Warner Cable Inc. | | TWC | | 88732J207 | | USA | | | 17-May-12 | | | Annual | | Management | | 1 | | Elect Director Carole Black | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Glenn A. Britt | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Thomas H. Castro | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director David C. Chang | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director James E. Copeland, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Peter R. Haje | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Donna A. James | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Don Logan | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director N.J. Nicholas, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Wayne H. Pace | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Edward D. Shirley | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director John E. Sununu | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Approve Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | �� | For | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Provide Right to Call Special Meeting | | Against | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Titanium Metals Corporation | | TIE | | 888339207 | | USA | | | 17-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Keith R. Coogan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Glenn R. Simmons | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Harold C. Simmons | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Thomas P. Stafford | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Steven L. Watson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Terry N. Worrell | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Paul J. Zucconi | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
YUM! Brands, Inc. | | YUM | | 988498101 | | USA | | | 17-May-12 | | | Annual | | Management | | 1 | | Elect Director David W. Dorman | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Massimo Ferragamo | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Mirian M. Graddick-Weir | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director J. David Grissom | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Bonnie G. Hill | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Jonathan S. Linen | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Thomas C. Nelson | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director David C. Novak | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Thomas M. Ryan | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Jing-Shyh S. Su | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Robert D. Walter | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Share Holder | | 14 | | Require Independent Board Chairman | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Adopt and Implement Sustainable Palm Oil Policy | | Against | | For |
Aetna Inc. | | AET | | 00817Y108 | | USA | | | 18-May-12 | | | Annual | | Management | | 1 | | Elect Director Fernando Aguirre | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Mark T. Bertolini | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Frank M. Clark | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Betsy Z. Cohen | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Molly J. Coye | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Roger N. Farah | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Barbara Hackman Franklin | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Jeffrey E. Garten | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Ellen M. Hancock | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Richard J. Harrington | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Edward J. Ludwig | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Joseph P. Newhouse | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Provide for Cumulative Voting | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Report on Political Contributions | | Against | | Against |
Aon PLC | | AON | | G0408V102 | | United Kingdom | | | 18-May-12 | | | Annual | | Management | | 1 | | Elect Director Lester B. Knight | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Gregory C. Case | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Fulvio Conti | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Cheryl A. Francis | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Edgar D. Jannotta | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director J. Michael Losh | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Robert S. Morrison | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Richard B. Myers | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Richard C. Notebaert | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Gloria Santona | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Carolyn Y. Woo | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
CMS Energy Corporation | | CMS | | 125896100 | | USA | | | 18-May-12 | | | Annual | | Management | | 1 | | Elect Director Merribel S. Ayres | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Jon E. Barfield | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Stephen E. Ewing | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Richard M. Gabrys | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director David W. Joos | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Philip R. Lochner, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Michael T. Monahan | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director John G. Russell | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Kenneth L. Way | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director John B. Yasinsky | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
Cerner Corporation | | CERN | | 156782104 | | USA | | | 18-May-12 | | | Annual | | Management | | 1 | | Elect Director Clifford W. Illig | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director William B. Neaves | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Declassify the Board of Directors | | Against | | For |
J. C. Penney Company, Inc. | | JCP | | 708160106 | | USA | | | 18-May-12 | | | Annual | | Management | | 1 | | Elect Director William A. Ackman | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Colleen C. Barrett | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Thomas J. Engibous | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Kent B. Foster | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Ronald B. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Geraldine B. Laybourne | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Burl Osborne | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Leonard H. Roberts | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Steven Roth | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Javier G. Teruel | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director R. Gerald Turner | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Mary Beth West | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Approve Omnibus Stock Plan | | For | | Against |
| | | | | | | | | | | | | | Management | | 15 | | Approve Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
Macy’s, Inc. | | M | | 55616P104 | | USA | | | 18-May-12 | | | Annual | | Management | | 1 | | Elect Director Stephen F. Bollenbach | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Deirdre P. Connelly | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Meyer Feldberg | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Sara Levinson | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Terry J. Lundgren | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Joseph Neubauer | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Joyce M. Roche | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Paul C. Varga | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Craig E. Weatherup | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Marna C. Whittington | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Approve Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Phase Out Sale of Raccoon Dog Fur Products | | Against | | Against |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Pepco Holdings, Inc. | | POM | | 713291102 | | USA | | | 18-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Jack B. Dunn, IV | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Terence C. Golden | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Patrick T. Harker | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Frank O. Heintz | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Barbara J. Krumsiek | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director George F. MacCormack | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Lawrence C. Nussdorf | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Patricia A. Oelrich | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Joseph M. Rigby | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Frank K. Ross | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Pauline A. Schneider | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Lester P. Silverman | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
Consolidated Edison, Inc. | | ED | | 209115104 | | USA | | | 21-May-12 | | | Annual | | Management | | 1 | | Elect Director Kevin Burke | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Vincent A. Calarco | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director George Campbell, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Gordon J. Davis | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Michael J. Del Giudice | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Ellen V. Futter | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director John F. Hennessy, III | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director John F. Killian | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Eugene R. McGrath | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Sally H. Pinero | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Michael W. Ranger | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director L. Frederick Sutherland | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Increase Disclosure of Executive Compensation | | Against | | Against |
Merck & Co., Inc. | | MRK | | 58933Y105 | | USA | | | 22-May-12 | | | Annual | | Management | | 1 | | Elect Director Leslie A. Brun | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Thomas R. Cech | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Kenneth C. Frazier | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Thomas H. Glocer | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director William B. Harrison Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director C. Robert Kidder | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Rochelle B. Lazarus | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Carlos E. Represas | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Patricia F. Russo | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Craig B. Thompson | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Wendell P. Weeks | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Peter C. Wendell | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Provide Right to Act by Written Consent | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Amend Bylaws — Call Special Meetings | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Report on Charitable and Political Contributions | | Against | | Against |
Omnicom Group Inc. | | OMC | | 681919106 | | USA | | | 22-May-12 | | | Annual | | Management | | 1 | | Elect Director John D. Wren | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Bruce Crawford | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Alan R. Batkin | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Mary C. Choksi | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Robert Charles Clark | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Leonard S. Coleman, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Errol M. Cook | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Susan S. Denison | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Michael A. Henning | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director John R. Murphy | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director John R. Purcell | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Linda Johnson Rice | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Gary L. Roubos | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Provide Right to Call Special Meeting | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Prepare Employment Diversity Report | | Against | | For |
Principal Financial Group, Inc. | | PFG | | 74251V102 | | USA | | | 22-May-12 | | | Annual | | Management | | 1 | | Elect Director Richard L. Keyser | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Luca Maestri | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Elizabeth E. Tallett | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Reduce Supermajority Vote Requirement | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
Stericycle, Inc. | | SRCL | | 858912108 | | USA | | | 22-May-12 | | | Annual | | Management | | 1 | | Elect Director Mark C. Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Jack W. Schuler | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Thomas D. Brown | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Rod F. Dammeyer | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director William K. Hall | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Jonathan T. Lord | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director John Patience | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director James W.p. Reid-Anderson | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Ronald G. Spaeth | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 12 | | Stock Retention/Holding Period | | Against | | For |
Teradyne, Inc. | | TER | | 880770102 | | USA | | | 22-May-12 | | | Annual | | Management | | 1 | | Elect Director James W. Bagley | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Michael A. Bradley | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Albert Carnesale | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Daniel W. Christman | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Edwin J. Gillis | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Timothy E. Guertin | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Paul J. Tufano | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Roy A. Vallee | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
The Allstate Corporation | | ALL | | 020002101 | | USA | | | 22-May-12 | | | Annual | | Management | | 1 | | Elect Director F. Duane Ackerman | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Robert D. Beyer | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director W. James Farrell | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Jack M. Greenberg | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Ronald T. LeMay | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Andrea Redmond | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director H. John Riley, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director John W. Rowe | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Joshua I. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Judith A. Sprieser | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Mary Alice Taylor | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Thomas J. Wilson | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Provide Right to Act by Written Consent | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Provide Right to Call Special Meeting | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Report on Political Contributions | | Against | | Against |
The NASDAQ OMX Group, Inc. | | NDAQ | | 631103108 | | USA | | | 22-May-12 | | | Annual | | Management | | 1 | | Elect Director Steven D. Black | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Borje Ekholm | | For | | Against |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Robert Greifeld | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Glenn H. Hutchins | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Essa Kazim | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director John D. Markese | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Ellyn A. McColgan | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Thomas F. O’Neill | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director James S. Riepe | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Michael R. Splinter | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Lars Wedenborn | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Reduce Supermajority Vote Requirement | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Amend Articles/Bylaws/Charter — Call Special Meetings | | Against | | For |
Amgen Inc. | | AMGN | | 031162100 | | USA | | | 23-May-12 | | | Annual | | Management | | 1 | | Elect Director David Baltimore | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Frank J. Biondi, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Robert A. Bradway | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Francois De Carbonnel | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Vance D. Coffman | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Rebecca M. Henderson | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Frank C. Herringer | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Tyler Jacks | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Gilbert S. Omenn | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Judith C. Pelham | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director J. Paul Reason | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Leonard D. Schaeffer | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Kevin W. Sharer | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director Ronald D. Sugar | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Provide Right to Act by Written Consent | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 18 | | Require Independent Board Chairman | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 19 | | Report on Research Animal Care and Promotion of Testing Alternatives | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 20 | | Report on Lobbying Payments and Policy | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 21 | | Limit CEO to Serving on only One Other Board | | Against | | Against |
AvalonBay Communities, Inc. | | AVB | | 053484101 | | USA | | | 23-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Bryce Blair | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Alan B. Buckelew | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Bruce A. Choate | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director John J. Healy, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Timothy J. Naughton | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Lance R. Primis | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Peter S. Rummell | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director H. Jay Sarles | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director W. Edward Walter | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Prepare Sustainability Report | | Against | | For |
CenturyLink, Inc. | | CTL | | 156700106 | | USA | | | 23-May-12 | | | Annual | | Management | | 1 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Increase Authorized Common Stock | | For | | For |
| | | | | | | | | | | | | | Management | | 3.1 | | Elect Director Fred R. Nichols | | For | | For |
| | | | | | | | | | | | | | Management | | 3.2 | | Elect Director Harvey P. Perry | | For | | For |
| | | | | | | | | | | | | | Management | | 3.3 | | Elect Director Laurie A. Siegel | | For | | For |
| | | | | | | | | | | | | | Management | | 3.4 | | Elect Director Joseph R. Zimmel | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Performance-Based and/or Time-Based Equity Awards | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 7 | | Adopt Policy on Bonus Banking | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 8 | | Report on Political Contributions | | Against | | For |
DENTSPLY International Inc. | | XRAY | | 249030107 | | USA | | | 23-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Willie A. Deese | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Leslie A. Jones | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Bret W. Wise | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Declassify the Board of Directors | | Against | | For |
Fiserv, Inc. | | FISV | | 337738108 | | USA | | | 23-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Daniel P. Kearney | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Jeffery W. Yabuki | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
Kraft Foods Inc. | | KFT | | 50075N104 | | USA | | | 23-May-12 | | | Annual | | Management | | 1 | | Elect Director Myra M. Hart | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Peter B. Henry | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Lois D. Juliber | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Mark D. Ketchum | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Terry J. Lundgren | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Mackey J. McDonald | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Jorge S. Mesquita | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director John C. Pope | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Fredric G. Reynolds | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Irene B. Rosenfeld | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Jean-François M.L. van Boxmeer | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Change Company Name | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Report on Supply Chain and Deforestation | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 16 | | Report on Adopting Extended Producer Responsibility Policy | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Report on Lobbying Payments and Policy | | Against | | Against |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
ONEOK, Inc. | | OKE | | 682680103 | | USA | | | 23-May-12 | | | Annual | | Management | | 1 | | Elect Director James C. Day | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Julie H. Edwards | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director William L. Ford | | For | | For
|
| | | | | | | | | | | | | | Management | | 4 | | Elect Director John W. Gibson | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Bert H. Mackie | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Steven J. Malcolm | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Jim W. Mogg | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Pattye L. Moore | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Gary D. Parker | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Eduardo A. Rodriguez | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Gerald B. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director David J. Tippeconnic | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Amend Restricted Stock Plan | | For | | Against |
| | | | | | | | | | | | | | Management | | 15 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Increase Authorized Common Stock | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
The Southern Company | | SO | | 842587107 | | USA | | | 23-May-12 | | | Annual | | Management | | 1 | | Elect Director Juanita Powell Baranco | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Jon A. Boscia | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Henry A. Clark, III | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Thomas A. Fanning | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director H. William Habermeyer, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Veronica M. Hagen | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Warren A. Hood, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Donald M. James | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Dale E. Klein | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director William G. Smith, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Steven R. Specker | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Larry D. Thompson | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director E. Jenner Wood, III | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Report on Coal Combustion Waste Hazard and Risk Mitigation Efforts | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Report on Lobbying Payments and Policy | | Against | | Against |
The Travelers Companies, Inc. | | TRV | | 89417E109 | | USA | | | 23-May-12 | | | Annual | | Management | | 1 | | Elect Director Alan L. Beller | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director John H. Dasburg | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Janet M. Dolan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Kenneth M. Duberstein | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Jay S. Fishman | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Lawrence G. Graev | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Patricia L. Higgins | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Thomas R. Hodgson | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director William J. Kane | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Cleve L. Killingsworth, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Donald J. Shepard | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Laurie J. Thomsen | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Report on Political Contributions | | Against | | For |
Amazon.com, Inc. | | AMZN | | 023135106 | | USA | | | 24-May-12 | | | Annual | | Management | | 1 | | Elect Director Jeffrey P. Bezos | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Tom A. Alberg | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director John Seely Brown | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director William B. Gordon | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Jamie S. Gorelick | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Blake G. Krikorian | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Alain Monie | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Jonathan J. Rubinstein | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Thomas O. Ryder | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Patricia Q. Stonesifer | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 13 | | Report on Climate Change | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Report on Political Contributions | | Against | | For |
Citrix Systems, Inc. | | CTXS | | 177376100 | | USA | | | 24-May-12 | | | Annual | | Management | | 1 | | Elect Director Thomas F. Bogan | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Nanci E. Caldwell | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Gary E. Morin | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Crown Castle International Corp. | | CCI | | 228227104 | | USA | | | 24-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Cindy Christy | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Ari Q. Fitzgerald | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Robert E. Garrison, II | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director John P. Kelly | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Limited Brands, Inc. | | LTD | | 532716107 | | USA | | | 24-May-12 | | | Annual | | Management | | 1 | | Elect Director James L. Heskett | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Allan R. Tessler | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Abigail S. Wexner | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Reduce Supermajority Vote Requirement | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 7 | | Require Independent Board Chairman | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 8 | | Declassify the Board of Directors | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 9 | | Amend Articles/Bylaws/Charter — Call Special Meetings | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 10 | | Stock Retention/Holding Period | | Against | | For |
Lincoln National Corporation | | LNC | | 534187109 | | USA | | | 24-May-12 | | | Annual | | Management | | 1 | | Elect Director George W. Henderson, III | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Eric G. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director M. Leanne Lachman | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Isaiah Tidwell | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
McDonald’s Corporation | | MCD | | 580135101 | | USA | | | 24-May-12 | | | Annual | | Management | | 1 | | Elect Director Robert A. Eckert | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Enrique Hernandez, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Jeanne P. Jackson | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Andrew J. Mckenna | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Donald Thompson | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Provide Right to Call Special Meeting | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 11 | | Report on Policy Responses to Children’s Health Concerns and Fast Food | | Against | | Against |
Robert Half International Inc. | | RHI | | 770323103 | | USA | | | 24-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Andrew S. Berwick, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Harold M. Messmer, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Barbara J. Novogradac | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Robert J. Pace | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Frederick A. Richman | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director M. Keith Waddell | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
SLM Corporation | | SLM | | 78442P106 | | USA | | | 24-May-12 | | | Annual | | Management | | 1 | | Elect Director Ann Torre Bates | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director W.m. Diefenderfer III | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Diane Suitt Gilleland | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Earl A. Goode | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Ronald F. Hunt | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Albert L. Lord | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Barry A. Munitz | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Howard H. Newman | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director A. Alexander Porter, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Frank C. Puleo | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Wolfgang Schoellkopf | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Steven L. Shapiro | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director J. Terry Strange | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director Anthony P. Terracciano | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Elect Director Barry L. Williams | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Approve Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Amend Nonqualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 18 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 19 | | Ratify Auditors | | For | | For |
The Interpublic Group of Companies, Inc. | | IPG | | 460690100 | | USA | | | 24-May-12 | | | Annual | | Management | | 1 | | Elect Director Jocelyn Carter-Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Jill M. Considine | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Richard A. Goldstein | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Mary J. Steele Guilfoile | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director H. John Greeniaus | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Dawn Hudson | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director William T. Kerr | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Michael I. Roth | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director David M. Thomas | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 12 | | Stock Retention/Holding Period | | Against | | For |
Unum Group | | UNM | | 91529Y106 | | USA | | | 24-May-12 | | | Annual | | Management | | 1 | | Elect Director Pamela H. Godwin | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Thomas Kinser | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director A.S. MacMillan, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Edward J. Muhl | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 6 | | Approve Omnibus Stock Plan | | For | | Against |
| | | | | | | | | | | | | | Management | | 7 | | Ratify Auditors | | For | | For |
Chevron Corporation | | CVX | | 166764100 | | USA | | | 30-May-12 | | | Annual | | Management | | 1 | | Elect Director Linnet F. Deily | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Robert E. Denham | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Chuck Hagel | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Enrique Hernandez, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director George L. Kirkland | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Charles W. Moorman, IV | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Kevin W. Sharer | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director John G. Stumpf | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Ronald D. Sugar | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Carl Ware | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director John S. Watson | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Remove Exclusive Venue Provision | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Require Independent Board Chairman | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Report on Lobbying Payments and Policy | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Adopt Guidelines for Country Selection | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 18 | | Report on Hydraulic Fracturing Risks to Company | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 19 | | Report on Accident Risk Reduction Efforts | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 20 | | Amend Articles/Bylaws/Charter — Call Special Meetings | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 21 | | Request Director Nominee with Environmental Qualifications | | Against | | For |
EXPRESS SCRIPTS HOLDING COMPANY | | ESRX | | 30219G108 | | USA | | | 30-May-12 | | | Annual | | Management | | 1 | | Elect Director Gary G. Benanav | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Maura C. Breen | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director William J. Delaney | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Nicholas J. Lahowchic | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Thomas P. Mac Mahon | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Frank Mergenthaler | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Woodrow A. Myers, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director John O. Parker, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Election Of Director: George Paz | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Election Of Director: Myrtle S. Potter | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director William L. Roper | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Samuel K. Skinner | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Seymour Sternberg | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 16 | | Report on Political Contributions | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 17 | | Provide Right to Act by Written Consent | | Against | | For |
Exxon Mobil Corporation | | XOM | | 30231G102 | | USA | | | 30-May-12 | | | Annual | | Management | | 1.1 | | Elect Director M.J. Boskin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director P. Brabeck-Letmathe | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director L.R. Faulkner | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director J.S. Fishman | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director H.H. Fore | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director K.C. Frazier | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director W.W. George | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director S.J. Palmisano | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director S.S. Reinemund | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director R.W. Tillerson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director E.E. Whitacre, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Share Holder | | 4 | | Require Independent Board Chairman | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Require a Majority Vote for the Election of Directors | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Report on Political Contributions | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 7 | | Amend EEO Policy to Prohibit Discrimination based on Sexual Orientation and Gender Identity | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 8 | | Report on Hydraulic Fracturing Risks to Company | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 9 | | Adopt Quantitative GHG Goals for Products and Operations | | Against | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Comcast Corporation | | CMCSA | | 20030N101 | | USA | | | 31-May-12 | | | Annual | | Management | | 1.1 | | Elect Director Kenneth J. Bacon | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Sheldon M. Bonovitz | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Joseph J. Collins | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director J. Michael Cook | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Gerald L. Hassell | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Jeffrey A. Honickman | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Eduardo G. Mestre | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Brian L. Roberts | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Ralph J. Roberts | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Johnathan A. Rodgers | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Judith Rodin | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Amend Nonqualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Restore or Provide for Cumulative Voting | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Require Independent Board Chairman | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 7 | | Stock Retention/Holding Period | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 8 | | Submit Shareholder Rights Plan (Poison Pill) to Shareholder Vote | | Against | | For |
Raytheon Company | | RTN | | 755111507 | | USA | | | 31-May-12 | | | Annual | | Management | | 1 | | Elect Director James E. Cartwright | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Vernon E. Clark | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director John M. Deutch | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Stephen J. Hadley | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Frederic M. Poses | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Michael C. Ruettgers | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Ronald L. Skates | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director William R. Spivey | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Linda G. Stuntz | | For | | Against |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director William H. Swanson | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 13 | | Stock Retention/Holding Period | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 14 | | Submit SERP to Shareholder Vote | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 15 | | Provide Right to Act by Written Consent | | Against | | For |
Lowe’s Companies, Inc. | | LOW | | 548661107 | | USA | | | 01-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director Raul Alvarez | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director David W. Bernauer | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Leonard L. Berry | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Peter C. Browning | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Richard W. Dreiling | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Dawn E. Hudson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Robert L. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Marshall O. Larsen | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Richard K. Lochridge | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Robert A. Niblock | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Eric C. Wiseman | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Amend Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Report on Political Contributions | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 7 | | Stock Retention/Holding Period | | Against | | For |
Netflix, Inc. | | NFLX | | 64110L106 | | USA | | | 01-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director Richard N. Barton | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Declassify the Board of Directors | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Amend Articles/Bylaws/Charter — Call Special Meetings | | Against | | For |
Vulcan Materials Company | | VMC | | 929160109 | | USA | | | 01-Jun-12 | | | Proxy Contest | | Management | | 1.1 | | Elect Director Phillip W. Farmer | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director H. Allen Franklin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Richard T. O’Brien | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Donald B. Rice | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Require a Majority Vote for the Election of Directors | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Declassify the Board of Directors | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Reduce Supermajority Vote Requirement | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 1.1 | | Elect Director Philip R. Lochner, Jr | | For | | Do Not Vote |
| | | | | | | | | | | | | | Share Holder | | 1.2 | | Elect Director Edward W. Moneypenny | | For | | Do Not Vote |
| | | | | | | | | | | | | | Share Holder | | 1.3 | | Elect Director Karen R. Osar | | For | | Do Not Vote |
| | | | | | | | | | | | | | Share Holder | | 1.4 | | Elect Director V. James Sardo | | For | | Do Not Vote |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | None | | Do Not Vote |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | None | | Do Not Vote |
| | | | | | | | | | | | | | Share Holder | | 4 | | Require a Majority Vote for the Election of Directors | | None | | Do Not Vote |
| | | | | | | | | | | | | | Share Holder | | 5 | | Declassify the Board of Directors | | None | | Do Not Vote |
| | | | | | | | | | | | | | Share Holder | | 6 | | Reduce Supermajority Vote Requirement | | None | | Do Not Vote |
Wal-Mart Stores, Inc. | | WMT | | 931142103 | | USA | | | 01-Jun-12 | | | Annual | | Management | | 1 | | Elect Director Aida M. Alvarez | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director James W. Breyer | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director M. Michele Burns | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director James I. Cash, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Roger C. Corbett | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Douglas N. Daft | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Michael T. Duke | | For | | Against |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Marissa A. Mayer | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Gregory B. Penner | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Steven S. Reinemund | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director H. Lee Scott, Jr. | | For | | Against |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Arne M. Sorenson | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Elect Director Jim C. Walton | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Elect Director S. Robson Walton | | For | | Against |
| | | | | | | | | | | | | | Management | | 15 | | Elect Director Christopher J. Williams | | For | | Against |
| | | | | | | | | | | | | | Management | | 16 | | Elect Director Linda S. Wolf | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 18 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 19 | | Report on Political Contributions | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 20 | | Request Director Nominee with Patient Safety and Healthcare Quality Experience | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 21 | | Performance-Based Equity Awards | | Against | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Roper Industries, Inc. | | ROP | | 776696106 | | USA | | | 04-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director Robert D. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Robert E. Knowling, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Wilbur J. Prezzano | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
Staples, Inc. | | SPLS | | 855030102 | | USA | | | 04-Jun-12 | | | Annual | | Management | | 1 | | Elect Director Basil L. Anderson | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Arthur M. Blank | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Drew G. Faust | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Justin King | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Carol Meyrowitz | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Rowland T. Moriarty | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Robert C. Nakasone | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Ronald L. Sargent | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Elizabeth A. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Robert E. Sulentic | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Vijay Vishwanath | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director Paul F. Walsh | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Provide Right to Act by Written Consent | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 15 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 16 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 17 | | Approve Qualified Employee Stock Purchase Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 18 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 19 | | Stock Retention/Holding Period | | Against | | For |
UnitedHealth Group Incorporated | | UNH | | 91324P102 | | USA | | | 04-Jun-12 | | | Annual | | Management | | 1 | | Elect Director William C. Ballard, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Richard T. Burke | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Robert J. Darretta | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Stephen J. Hemsley | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Michele J. Hooper | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Rodger A. Lawson | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Douglas W. Leatherdale | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Glenn M. Renwick | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Kenneth I. Shine | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Gail R. Wilensky | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 13 | | Report on Lobbying Payments and Policy | | Against | | For |
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION | | CTSH | | 192446102 | | USA | | | 05-Jun-12 | | | Annual | | Management | | 1 | | Elect Director Francisco D’Souza | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director John N. Fox, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Thomas M. Wendel | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Provide Right to Call Special Meeting | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 7 | | Declassify the Board of Directors | | Against | | For |
Expedia, Inc. | | EXPE | | 30212P303 | | USA | | | 05-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director A. George “Skip” Battle | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Barry Diller | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Jonathan L. Dolgen | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director William R. Fitzgerald | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Craig A. Jacobson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Victor A. Kaufman | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Peter M. Kern | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Dara Khosrowshahi | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director John C. Malone | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Jose A. Tazon | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
MasterCard Incorporated | | MA | | 57636Q104 | | USA | | | 05-Jun-12 | | | Annual | | Management | | 1 | | Elect Director Ajay Banga | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director David R. Carlucci | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Steven J. Freiberg | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Richard Haythornthwaite | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Marc Olivie | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Rima Qureshi | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Mark Schwartz | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Jackson P. Tai | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Amend Non-Employee Director Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Ratify Auditors | | For | | For |
Nabors Industries Ltd. | | NBR | | G6359F103 | | Bermuda | | | 05-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director James R. Crane as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Michael C. Linn as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director John Yearwood as Director | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Approve Pricewaterhouse Coopers LLP as Auditor and Authorize Board to Fix Their Renumeration | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Declassify the Board of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Amend Bylaws Regarding Business Combination | | For | | Against |
| | | | | | | | | | | | | | Management | | 5 | | Change Location of Registered Office | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Approve Executive Incentive Bonus Plan | | For | | Against |
| | | | | | | | | | | | | | Management | | 7 | | Approve Omnibus Stock Plan | | For | | Against |
| | | | | | | | | | | | | | Management | | 8 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Share Holder | | 9 | | Proxy Access | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 10 | | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | | Against | | For |
Autodesk, Inc. | | ADSK | | 052769106 | | USA | | | 07-Jun-12 | | | Annual | | Management | | 1 | | Elect Director Carl Bass | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Crawford W. Beveridge | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director J. Hallam Dawson | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Per-Kristian Halvorsen | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Mary T. McDowell | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Lorrie M. Norrington | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Charles J. Robel | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Stacy J. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Steven M. West | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
priceline.com Incorporated | | PCLN | | 741503403 | | USA | | | 07-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director Jeffery H. Boyd | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Ralph M. Bahna | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Howard W. Barker, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Jan L. Docter | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Jeffrey E. Epstein | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director James M. Guyette | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Nancy B. Peretsman | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Craig W. Rydin | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Provide Right to Act by Written Consent | | Against | | For |
salesforce.com, inc. | | CRM | | 79466L302 | | USA | | | 07-Jun-12 | | | Annual | | Management | | 1 | | Elect Director Craig Ramsey | | For | | Against |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Sanford R. Robertson | | For | | Against |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Maynard Webb | | For | | Against |
| | | | | | | | | | | | | | Management | | 4 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Declassify the Board of Directors | | Against | | For |
Biogen Idec Inc. | | BIIB | | 09062X103 | | USA | | | 08-Jun-12 | | | Annual | | Management | | 1 | | Elect Director Caroline D. Dorsa | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Stelios Papadopoulos | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director George A. Scangos | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Lynn Schenk | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Alexander J. Denner | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Nancy L. Leaming | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Richard C. Mulligan | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Robert W. Pangia | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Brian S. Posner | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Eric K. Rowinsky | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Elect Director Stephen A. Sherwin | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Elect Director William D. Young | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 14 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 15 | | Adopt the Jurisdiction of Incorporation as the Exclusive Forum for Certain Disputes | | For | | Against |
| | | | | | | | | | | | | | Management | | 16 | | Provide Right to Call Special Meeting | | For | | For |
Chesapeake Energy Corporation | | CHK | | 165167107 | | USA | | | 08-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director Richard K. Davidson | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director V. Burns Hargis | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 2 | | Adopt Majority Voting for Uncontested Election of Directors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 4 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Approve Executive Incentive Bonus Plan | | For | | Against |
| | | | | | | | | | | | | | Management | | 6 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 7 | | Reincorporate in Another State [from Oklahoma to Delaware] | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 8 | | Report on Lobbying Payments and Policy | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 9 | | Reduce Supermajority Vote Requirement | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 10 | | Adopt Proxy Access Right | | Against | | For |
SanDisk Corporartion | | SNDK | | 80004C101 | | USA | | | 12-Jun-12 | | | Annual | | Management | | 1 | | Elect Director Michael E. Marks | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Kevin DeNuccio | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Irwin Federman | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Steven J. Gomo | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Eddy W. Hartenstein | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Chenming Hu | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Catherine P. Lego | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Sanjay Mehrotra | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Caterpillar Inc. | | CAT | | 149123101 | | USA | | | 13-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director David L. Calhoun | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Daniel M. Dickinson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Eugene V. Fife | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Juan Gallardo | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director David R. Goode | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Jesse J. Greene, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Jon M. Huntsman, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Peter A. Magowan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Dennis A. Muilenburg | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Douglas R. Oberhelman | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director William A. Osborn | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Charles D. Powell | | For | | For |
| | | | | | | | | | | | | | Management | | 1.13 | | Elect Director Edward B. Rust, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.14 | | Elect Director Susan C. Schwab | | For | | For |
| | | | | | | | | | | | | | Management | | 1.15 | | Elect Director Joshua I. Smith | | For | | For |
| | | | | | | | | | | | | | Management | | 1.16 | | Elect Director Miles D. White | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Provide Right to Call Special Meeting | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Amend Advance Notice Provisions for Shareholder Proposals/Nominations | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Report on Political Contributions | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 7 | | Require a Majority Vote for the Election of Directors | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 8 | | Review and Assess Human Rights Policies | | Against | | For |
| | | | | | | | | | | | | | Share Holder | | 9 | | Provide Right to Act by Written Consent | | Against | | For |
Celgene Corporation | | CELG | | 151020104 | | USA | | | 13-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director Robert J. Hugin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Richard W. Barker | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Michael D. Casey | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Carrie S. Cox | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Rodman L. Drake | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Michael A. Friedman | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Gilla Kaplan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director James J. Loughlin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Ernest Mario | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Amend Articles/Bylaws/Charter — Call Special Meetings | | Against | | For |
Target Corporation | | TGT | | 87612E106 | | USA | | | 13-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director Roxanne S. Austin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Calvin Darden | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Mary N. Dillon | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director James A. Johnson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Mary E. Minnick | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Anne M. Mulcahy | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Derica W. Rice | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Stephen W. Sanger | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Gregg W. Steinhafel | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director John G. Stumpf | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Solomon D. Trujillo | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Approve Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 5 | | Report on Electronics Recycling and Preventing E-Waste Export | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 6 | | Prohibit Political Contributions | | Against | | Against |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
The TJX Companies, Inc. | | TJX | | 872540109 | | USA | | | 13-Jun-12 | | | Annual | | Management | | 1 | | Elect Director Zein Abdalla | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Jose B. Alvarez | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Alan M. Bennett | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Bernard Cammarata | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director David T. Ching | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Michael F. Hines | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Amy B. Lane | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Carol Meyrowitz | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director John F. O’Brien | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Elect Director Willow B. Shire | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 13 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
Dollar Tree, Inc. | | DLTR | | 256746108 | | USA | | | 14-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director Arnold S. Barron | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Macon F. Brock, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Mary Anne Citrino | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director J. Douglas Perry | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Thomas A. Saunders, III | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Thomas E. Whiddon | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Carl P. Zeithaml | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
Freeport-McMoRan Copper & Gold Inc. | | FCX | | 35671D857 | | USA | | | 14-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director Richard C. Adkerson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Robert J. Allison, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Robert A. Day | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Gerald J. Ford | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director H. Devon Graham, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Charles C. Krulak | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Bobby Lee Lackey | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Jon C. Madonna | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Dustan E. McCoy | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director James R. Moffett | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director B. M. Rankin, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Stephen H. Siegele | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | Against |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Request Director Nominee with Environmental Qualifications | | Against | | For |
Iron Mountain Incorporated | | IRM | | 462846106 | | USA | | | 14-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director Ted R. Antenucci | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Clarke H. Bailey | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Kent P. Dauten | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Paul F. Deninger | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Per-Kristian Halvorsen | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Michael W. Lamach | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Arthur D. Little | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Allan Z. Loren | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director C. Richard Reese | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Vincent J. Ryan | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Laurie A. Tucker | | For | | For |
| | | | | | | | | | | | | | Management | | 1.12 | | Elect Director Alfred J. Verrecchia | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
American Tower Corporation | | AMT | | 03027X100 | | USA | | | 19-Jun-12 | | | Annual | | Management | | 1 | | Elect Director Raymond P. Dolan | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Ronald M. Dykes | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Carolyn F. Katz | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Gustavo Lara Cantu | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Joann A. Reed | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Pamela D.A. Reeve | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director David E. Sharbutt | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director James D. Taiclet, Jr. | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Samme L. Thompson | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 12 | | Stock Retention/Holding Period | | Against | | For |
GameStop Corp. | | GME | | 36467W109 | | USA | | | 19-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director Daniel A. DeMatteo | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Shane S. Kim | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director J. Paul Raines | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Kathy Vrabeck | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Ratify Auditors | | For | | For |
Equity Residential | | EQR | | 29476L107 | | USA | | | 21-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director John W. Alexander | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Charles L. Atwood | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Linda Walker Bynoe | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Mary Kay Haben | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Bradley A. Keywell | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director John E. Neal | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director David J. Neithercut | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Mark S. Shapiro | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Gerald A. Spector | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director B. Joseph White | | For | | For |
| | | | | | | | | | | | | | Management | | 1.11 | | Elect Director Samuel Zell | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 4 | | Prepare Sustainability Report | | Against | | For |
| | | | | | | | | | | | | | | | | | | | | | |
Company Name | | Ticker | | Security ID | | Country | | Meeting Date | | | Meeting Type | | Proponent | | Item Number | | Proposal | | Management Recommendation | | Vote Instruction |
Google Inc. | | GOOG | | 38259P508 | | USA | | | 21-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director Larry Page | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Sergey Brin | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Eric E. Schmidt | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director L. John Doerr | | For | | For |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Diane B. Greene | | For | | For |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director John L. Hennessy | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Ann Mather | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Paul S. Otellini | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director K. Ram Shriram | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Shirley M. Tilghman | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Authorize a New Class of Common Stock | | For | | Against |
| | | | | | | | | | | | | | Management | | 4 | | Increase Authorized Common Stock | | For | | Against |
| | | | | | | | | | | | | | Management | | 5 | | Amend Charter to Provide For Class A Common Holders to Receive Equal Consideration as Class B Common Holders in event of any Merger, Consolidation or Business Combination | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Approve Omnibus Stock Plan | | For | | Against |
| | | | | | | | | | | | | | Management | | 7 | | Approve Omnibus Stock Plan | | For | | Against |
| | | | | | | | | | | | | | Share Holder | | 8 | | Adopt Proxy Statement Reporting on Political Contributions and Advisory Vote | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 9 | | Amend Articles Regarding Arbitration of Shareholder Lawsuits | | Against | | Against |
| | | | | | | | | | | | | | Share Holder | | 10 | | Approve Recapitalization Plan for all Stock to have One-vote per Share | | Against | | For |
Bed Bath & Beyond Inc. | | BBBY | | 075896100 | | USA | | | 22-Jun-12 | | | Annual | | Management | | 1 | | Elect Director Warren Eisenberg | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Elect Director Leonard Feinstein | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Elect Director Steven H. Temares | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Elect Director Dean S. Adler | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Elect Director Stanley F. Barshay | | For | | For |
| | | | | | | | | | | | | | Management | | 6 | | Elect Director Klaus Eppler | | For | | For |
| | | | | | | | | | | | | | Management | | 7 | | Elect Director Patrick R. Gaston | | For | | For |
| | | | | | | | | | | | | | Management | | 8 | | Elect Director Jordan Heller | | For | | For |
| | | | | | | | | | | | | | Management | | 9 | | Elect Director Victoria A. Morrison | | For | | For |
| | | | | | | | | | | | | | Management | | 10 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 11 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 12 | | Approve Omnibus Stock Plan | | For | | For |
CarMax, Inc. | | KMX | | 143130102 | | USA | | | 25-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director Jeffrey E. Garten | | For | | For |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Vivian M. Stephenson | | For | | For |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director Beth A. Stewart | | For | | For |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director William R. Tiefel | | For | | For |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Amend Omnibus Stock Plan | | For | | For |
| | | | | | | | | | | | | | Management | | 5 | | Amend Executive Incentive Bonus Plan | | For | | For |
| | | | | | | | | | | | | | Share Holder | | 6 | | Declassify the Board of Directors | | Against | | For |
TripAdvisor, Inc. | | TRIP | | 896945201 | | USA | | | 26-Jun-12 | | | Annual | | Management | | 1.1 | | Elect Director Barry Diller | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.2 | | Elect Director Stephen Kaufer | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.3 | | Elect Director William R. Fitzgerald | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.4 | | Elect Director Victor A. Kaufman | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.5 | | Elect Director Dara Khosrowshahi | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 1.6 | | Elect Director Jonathan F. Miller | | For | | For |
| | | | | | | | | | | | | | Management | | 1.7 | | Elect Director Jeremy Philips | | For | | For |
| | | | | | | | | | | | | | Management | | 1.8 | | Elect Director Sukhinder Singh Cassidy | | For | | For |
| | | | | | | | | | | | | | Management | | 1.9 | | Elect Director Robert S. Wiesenthal | | For | | For |
| | | | | | | | | | | | | | Management | | 1.10 | | Elect Director Michael P. Zeisser | | For | | Withhold |
| | | | | | | | | | | | | | Management | | 2 | | Ratify Auditors | | For | | For |
| | | | | | | | | | | | | | Management | | 3 | | Advisory Vote to Ratify Named Executive Officers’ Compensation | | For | | For |
| | | | | | | | | | | | | | Management | | 4 | | Advisory Vote on Say on Pay Frequency | | Three Years | | One Year |
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.