UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
Investment Company Act file number: 811-23222
HARTFORD FUNDS EXCHANGE-TRADED TRUST
(Exact name of registrant as specified in charter)
690 Lee Road, Wayne, Pennsylvania 19087
(Address of Principal Executive Offices) (Zip Code)
Thomas R. Phillips, Esq.
Hartford Funds Management Company, LLC
690 Lee Road
Wayne, Pennsylvania 19087
(Name and Address of Agent for Service)
Registrant’s telephone number, including area code: (610) 386-4068
Date of fiscal year end: July 31
Date of reporting period: July 1, 2022 - June 30, 2023
Form N-PX is to be used by a registered management investment company, other than a small business investment company registered on Form N-5 (17 CFR 239.24 and 274.5), to file reports with the Commission, not later than August 31 of each year, containing the registrant’s proxy voting record for the most recent twelve-month period ended June 30, pursuant to section 30 of the Investment Company Act of 1940 and rule 30b1-4 thereunder (17 CFR 270.30b1-4). The Commission may use the information provided on Form N-PX in its regulatory, disclosure review, inspection, and policymaking roles.
A registrant is required to disclose the information specified by Form N-PX, and the Commission will make this information public. A registrant is not required to respond to the collection of information contained in Form N-PX unless the Form displays a currently valid Office of Management and Budget (“OMB”) control number. Please direct comments concerning the accuracy of the information collection burden estimate and any suggestions for reducing the burden to the Secretary, Securities and Exchange Commission, 450 Fifth Street, NW, Washington, DC 20549-0609. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. § 3507.
Item 1: Proxy Voting Record
Fund Name: Hartford Core Bond ETF
There is no voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Fund Name: Hartford Large Cap Growth ETF
________________________________________________________________________________
ABIOMED, Inc.
Ticker Security ID: Meeting Date Meeting Status
ABMD CUSIP 003654100 08/10/2022 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect Michael R. Mgmt For For For
Minogue
1.2 Elect Martin P. Sutter Mgmt For For For
1.3 Elect Paula A. Johnson Mgmt For For For
2 Advisory Vote on Mgmt For For For
Executive
Compensation
3 Ratification of Auditor Mgmt For For For
________________________________________________________________________________
Agilent Technologies, Inc.
Ticker Security ID: Meeting Date Meeting Status
A CUSIP 00846U101 03/15/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Heidi Kunz Mgmt For For For
2 Elect Susan H. Rataj Mgmt For For For
3 Elect George A. Scangos Mgmt For For For
4 Elect Dow R. Wilson Mgmt For For For
5 Advisory Vote on Mgmt For For For
Executive
Compensation
6 Ratification of Auditor Mgmt For For For
7 Permit Shareholders to Mgmt For For For
Call Special
Meetings
8 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
________________________________________________________________________________
Albemarle Corporation
Ticker Security ID: Meeting Date Meeting Status
ALB CUSIP 012653101 05/02/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect M. Lauren Brlas Mgmt For Against Against
2 Elect Ralf H. Cramer Mgmt For For For
3 Elect J. Kent Masters, Mgmt For For For
Jr.
4 Elect Glenda J. Minor Mgmt For For For
5 Elect James J. O'Brien Mgmt For For For
6 Elect Diarmuid B. Mgmt For For For
O'Connell
7 Elect Dean L. Seavers Mgmt For For For
8 Elect Gerald A. Steiner Mgmt For For For
9 Elect Holly A. Van Mgmt For For For
Deursen
10 Elect Alejandro D. Mgmt For For For
Wolff
11 Advisory Vote on Mgmt For For For
Executive
Compensation
12 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
13 Ratification of Auditor Mgmt For For For
14 Approval of the 2023 Mgmt For For For
Stock Compensation
and Deferral Election
Plan for Non-Employee
Directors
________________________________________________________________________________
Alphabet Inc.
Ticker Security ID: Meeting Date Meeting Status
GOOGL CUSIP 02079K305 06/02/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Larry Page Mgmt For For For
2 Elect Sergey Brin Mgmt For For For
3 Elect Sundar Pichai Mgmt For For For
4 Elect John L. Hennessy Mgmt For For For
5 Elect Frances H. Arnold Mgmt For For For
6 Elect R. Martin Chavez Mgmt For For For
7 Elect L. John Doerr Mgmt For For For
8 Elect Roger W. Mgmt For For For
Ferguson,
Jr.
9 Elect Ann Mather Mgmt For For For
10 Elect K. Ram Shriram Mgmt For For For
11 Elect Robin L. Mgmt For For For
Washington
12 Ratification of Auditor Mgmt For For For
13 Amendment to the 2021 Mgmt For For For
Stock
Plan
14 Advisory Vote on Mgmt For For For
Executive
Compensation
15 Frequency of Advisory Mgmt 3 Years 1 Year Against
Vote on Executive
Compensation
16 Shareholder Proposal ShrHoldr Against For Against
Regarding Lobbying
Report
17 Shareholder Proposal ShrHoldr Against Against For
Regarding Congruency
Report of
Partnerships with
Certain
Organizations
18 Shareholder Proposal ShrHoldr Against Against For
Regarding Lobbying
Activity Alignment
with Climate
Commitments and the
Paris
Agreement
19 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Risks from
Abortion-Related
Information
Requests
20 Shareholder Proposal ShrHoldr Against For Against
Regarding Report on
Siting in Countries
of Significant Human
Rights
Concern
21 Shareholder Proposal ShrHoldr Against Against For
Regarding Human
Rights Impact
Assessment
22 Shareholder Proposal ShrHoldr Against For Against
Regarding Algorithm
Disclosures
23 Shareholder Proposal ShrHoldr Against Against For
Regarding Alignment
of YouTube Policies
With
Legislation
24 Shareholder Proposal ShrHoldr Against Against For
Regarding Content
Governance
Report
25 Shareholder Proposal ShrHoldr Against For Against
Regarding Assessment
of Audit and
Compliance
Committee
26 Shareholder Proposal ShrHoldr Against Against For
Regarding Shareholder
Approval of Advance
Notice
Provisions
27 Shareholder Proposal ShrHoldr Against Against For
Regarding Retention
of Shares Until
Normal Retirement
Age
28 Shareholder Proposal ShrHoldr Against For Against
Regarding
Recapitalization
________________________________________________________________________________
Amazon.com, Inc.
Ticker Security ID: Meeting Date Meeting Status
AMZN CUSIP 023135106 05/24/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Jeffrey P. Bezos Mgmt For For For
2 Elect Andrew R. Jassy Mgmt For For For
3 Elect Keith B. Mgmt For For For
Alexander
4 Elect Edith W. Cooper Mgmt For For For
5 Elect Jamie S. Gorelick Mgmt For For For
6 Elect Daniel P. Mgmt For For For
Huttenlocher
7 Elect Judith A. McGrath Mgmt For Against Against
8 Elect Indra K. Nooyi Mgmt For For For
9 Elect Jonathan J. Mgmt For For For
Rubinstein
10 Elect Patricia Q. Mgmt For For For
Stonesifer
11 Elect Wendell P. Weeks Mgmt For For For
12 Ratification of Auditor Mgmt For For For
13 Advisory Vote on Mgmt For For For
Executive
Compensation
14 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
15 Amendment to the 1997 Mgmt For For For
Stock Incentive
Plan
16 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Climate Risk In
Employee Retirement
Default
Options
17 Shareholder Proposal ShrHoldr Against For Against
Regarding Report on
Customer Due
Diligence
18 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Government Requests
for Content and
Product
Removal
19 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Government Takedown
Requests
20 Shareholder Proposal ShrHoldr Against Against For
Regarding Just
Transition
Reporting
21 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Tax
Transparency
22 Shareholder Proposal ShrHoldr Against Against For
Regarding Lobbying
Alignment with
Climate
Commitments
23 Shareholder Proposal ShrHoldr Against Against For
Regarding Median
Gender and Racial Pay
Equity
Report
24 Shareholder Proposal ShrHoldr Against Against For
Regarding Cost
Benefit Analysis of
DEI
Programs
25 Shareholder Proposal ShrHoldr Against For Against
Regarding Shareholder
Approval of Advance
Notice
Provisions
26 Shareholder Proposal ShrHoldr Against For Against
Regarding Third-Party
Assessment of Freedom
of
Association
27 Shareholder Proposal ShrHoldr Against Against For
Regarding Employee
Salary Considerations
When Setting
Executive
Compensation
28 Shareholder Proposal ShrHoldr Against Against For
Regarding Report
Evaluating Animal
Welfare
Standards
29 Shareholder Proposal ShrHoldr Against Against For
Regarding Formation
of Public Policy
Committee
30 Shareholder Proposal ShrHoldr Against Against For
Regarding Hourly
Associate
Representation on the
Board
31 Shareholder Proposal ShrHoldr Against For Against
Regarding Report on
Working
Conditions
32 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Plastic
Packaging
33 Shareholder Proposal ShrHoldr Against For Against
Regarding the Human
Rights Impacts of
Facial Recognition
Technology
________________________________________________________________________________
Apple Inc.
Ticker Security ID: Meeting Date Meeting Status
AAPL CUSIP 037833100 03/10/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect James A. Bell Mgmt For For For
2 Elect Timothy D. Cook Mgmt For For For
3 Elect Albert A. Gore Mgmt For For For
4 Elect Alex Gorsky Mgmt For For For
5 Elect Andrea Jung Mgmt For For For
6 Elect Arthur D. Mgmt For For For
Levinson
7 Elect Monica C. Lozano Mgmt For For For
8 Elect Ronald D. Sugar Mgmt For Against Against
9 Elect Susan L. Wagner Mgmt For For For
10 Ratification of Auditor Mgmt For For For
11 Advisory Vote on Mgmt For For For
Executive
Compensation
12 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
13 Shareholder Proposal ShrHoldr Against Against For
Regarding Civil
Rights
Audit
14 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Corporate Operations
with
China
15 Shareholder Proposal ShrHoldr Against Against For
Regarding Shareholder
Engagement with the
Board
16 Shareholder Proposal ShrHoldr Against Against For
Regarding Median
Gender and Racial Pay
Equity
Report
17 Shareholder Proposal ShrHoldr Against For Against
Regarding Proxy
Access Bylaw
Amendment
________________________________________________________________________________
Arista Networks, Inc.
Ticker Security ID: Meeting Date Meeting Status
ANET CUSIP 040413106 06/14/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect Lewis Chew Mgmt For For For
1.2 Elect Douglas Merritt Mgmt For For For
1.3 Elect Mark B. Templeton Mgmt For For For
2 Advisory Vote on Mgmt For For For
Executive
Compensation
3 Ratification of Auditor Mgmt For For For
________________________________________________________________________________
Block, Inc.
Ticker Security ID: Meeting Date Meeting Status
SQ CUSIP 852234103 06/13/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect Roelof F. Botha Mgmt For Withhold Against
1.2 Elect Amy Brooks Mgmt For For For
1.3 Elect Shawn Carter Mgmt For For For
1.4 Elect Jim McKelvey Mgmt For For For
2 Advisory Vote on Mgmt For For For
Executive
Compensation
3 Ratification of Auditor Mgmt For For For
4 Shareholder Proposal ShrHoldr Against Against For
Regarding Diversity
and Inclusion
Report
________________________________________________________________________________
Booking Holdings Inc.
Ticker Security ID: Meeting Date Meeting Status
BKNG CUSIP 09857L108 06/06/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect Glenn D. Fogel Mgmt For For For
1.2 Elect Mirian M. Mgmt For For For
Graddick-Weir
1.3 Elect Wei Hopeman Mgmt For For For
1.4 Elect Robert J. Mylod Mgmt For For For
Jr.
1.5 Elect Charles H. Noski Mgmt For For For
1.6 Elect Joseph "Larry" Mgmt For For For
Quinlan
1.7 Elect Nicholas J. Read Mgmt For For For
1.8 Elect Thomas E. Rothman Mgmt For For For
1.9 Elect Sumit Singh Mgmt For For For
1.10 Elect Lynn M. Mgmt For For For
Vojvodich
Radakovich
1.11 Elect Vanessa A. Mgmt For Withhold Against
Wittman
2 Advisory Vote on Mgmt For For For
Executive
Compensation
3 Ratification of Auditor Mgmt For For For
4 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
5 Shareholder Proposal ShrHoldr Against Against For
Regarding Severance
Approval
Policy
________________________________________________________________________________
Cheniere Energy, Inc.
Ticker Security ID: Meeting Date Meeting Status
LNG CUSIP 16411R208 05/11/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect G. Andrea Botta Mgmt For For For
2 Elect Jack A. Fusco Mgmt For For For
3 Elect Patricia K. Mgmt For For For
Collawn
4 Elect Brian E. Edwards Mgmt For For For
5 Elect Denise Gray Mgmt For For For
6 Elect Lorraine Mgmt For For For
Mitchelmore
7 Elect Donald F. Mgmt For For For
Robillard,
Jr.
8 Elect Matthew Runkle Mgmt For For For
9 Elect Neal A. Shear Mgmt For For For
10 Advisory Vote on Mgmt For For For
Executive
Compensation
11 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
12 Ratification of Auditor Mgmt For For For
13 Shareholder Proposal ShrHoldr Against Against For
Regarding Risk Report
on LNG Capital
Investments Aligned
with Paris
Accord
________________________________________________________________________________
Costar Group, Inc.
Ticker Security ID: Meeting Date Meeting Status
CSGP CUSIP 22160N109 06/08/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Michael R. Klein Mgmt For For For
2 Elect Andrew C. Mgmt For For For
Florance
3 Elect Michael J. Mgmt For For For
Glosserman
4 Elect John W. Hill Mgmt For For For
5 Elect Laura Cox Kaplan Mgmt For For For
6 Elect Robert W. Mgmt For For For
Musslewhite
7 Elect Christopher J. Mgmt For For For
Nassetta
8 Elect Louise S. Sams Mgmt For For For
9 Ratification of Auditor Mgmt For For For
10 Advisory Vote on Mgmt For For For
Executive
Compensation
11 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
12 Shareholder Proposal ShrHoldr Against For Against
Regarding GHG Targets
and Alignment with
the Paris
Agreement
________________________________________________________________________________
DexCom, Inc.
Ticker Security ID: Meeting Date Meeting Status
DXCM CUSIP 252131107 05/18/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Steven R. Altman Mgmt For For For
2 Elect Richard A. Mgmt For For For
Collins
3 Elect Karen M. Dahut Mgmt For For For
4 Elect Mark G. Foletta Mgmt For For For
5 Elect Barbara E. Kahn Mgmt For For For
6 Elect Kyle Malady Mgmt For For For
7 Elect Eric Topol Mgmt For For For
8 Ratification of Auditor Mgmt For For For
9 Advisory Vote on Mgmt For For For
Executive
Compensation
10 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
11 Shareholder Proposal ShrHoldr Against Against For
Regarding Median
Gender and Racial Pay
Equity
Report
________________________________________________________________________________
DocuSign, Inc.
Ticker Security ID: Meeting Date Meeting Status
DOCU CUSIP 256163106 05/31/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect James A. Beer Mgmt For For For
1.2 Elect Cain A. Hayes Mgmt For For For
1.3 Elect Allan Thygesen Mgmt For For For
2 Ratification of Auditor Mgmt For For For
3 Advisory Vote on Mgmt For Against Against
Executive
Compensation
________________________________________________________________________________
Domino's Pizza, Inc.
Ticker Security ID: Meeting Date Meeting Status
DPZ CUSIP 25754A201 04/25/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect David A. Brandon Mgmt For For For
1.2 Elect C. Andrew Ballard Mgmt For For For
1.3 Elect Andrew B. Balson Mgmt For For For
1.4 Elect Corie S. Barry Mgmt For For For
1.5 Elect Diana F. Cantor Mgmt For For For
1.6 Elect Richard L. Mgmt For For For
Federico
1.7 Elect James A. Goldman Mgmt For For For
1.8 Elect Patricia E. Lopez Mgmt For For For
1.9 Elect Russell J. Weiner Mgmt For For For
2 Ratification of Auditor Mgmt For For For
3 Advisory Vote on Mgmt For For For
Executive
Compensation
4 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
________________________________________________________________________________
DraftKings Inc.
Ticker Security ID: Meeting Date Meeting Status
DKNG CUSIP 26142V105 05/15/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect Jason D. Robins Mgmt For For For
1.2 Elect Harry E. Sloan Mgmt For For For
1.3 Elect Matthew Kalish Mgmt For For For
1.4 Elect Paul Liberman Mgmt For For For
1.5 Elect Woodrow H. Levin Mgmt For For For
1.6 Elect Jocelyn Moore Mgmt For For For
1.7 Elect Ryan R. Moore Mgmt For For For
1.8 Elect Valerie A. Mosley Mgmt For For For
1.9 Elect Steven J. Murray Mgmt For For For
1.10 Elect Marni M. Walden Mgmt For Withhold Against
2 Ratification of Auditor Mgmt For For For
3 Advisory Vote on Mgmt For For For
Executive
Compensation
________________________________________________________________________________
Electronic Arts Inc.
Ticker Security ID: Meeting Date Meeting Status
EA CUSIP 285512109 08/11/2022 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Kofi A. Bruce Mgmt For For For
2 Elect Rachel A. Mgmt For For For
Gonzalez
3 Elect Jeffrey T. Huber Mgmt For For For
4 Elect Talbott Roche Mgmt For For For
5 Elect Richard A. Mgmt For For For
Simonson
6 Elect Luis A. Ubinas Mgmt For For For
7 Elect Heidi J. Mgmt For For For
Ueberroth
8 Elect Andrew Wilson Mgmt For For For
9 Advisory Vote on Mgmt For For For
Executive
Compensation
10 Ratification of Auditor Mgmt For For For
11 Approval of Amendment Mgmt For For For
to the 2019 Equity
Incentive
Plan
12 Reduce Ownership Mgmt For For For
Threshold for
Shareholders to Call
Special
Meetings
13 Shareholder Proposal ShrHoldr Against Against For
Regarding Severance
Approval
Policy
________________________________________________________________________________
Eli Lilly and Company
Ticker Security ID: Meeting Date Meeting Status
LLY CUSIP 532457108 05/01/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect William G. Mgmt For For For
Kaelin,
Jr.
2 Elect David A. Ricks Mgmt For For For
3 Elect Marschall S. Mgmt For For For
Runge
4 Elect Karen Walker Mgmt For For For
5 Advisory Vote on Mgmt For For For
Executive
Compensation
6 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
7 Ratification of Auditor Mgmt For For For
8 Repeal of Classified Mgmt For For For
Board
9 Elimination of Mgmt For For For
Supermajority
Requirements
10 Shareholder Proposal ShrHoldr Against Against For
Regarding Lobbying
Report
11 Shareholder Proposal ShrHoldr Against Against For
Regarding Simple
Majority
Vote
12 Shareholder Proposal ShrHoldr Against Against For
Regarding Extended
Patent Exclusivities
and Application for
Secondary and
Tertiary
Patents
13 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Company Response to
State Policies
Regulating
Abortion
14 Shareholder Proposal ShrHoldr Against Against For
Regarding Lobbying
Activities and Values
Congruency
15 Shareholder Proposal ShrHoldr Against Against For
Regarding Diversity
and Inclusion
Report
16 Shareholder Proposal ShrHoldr Against Against For
Regarding Third-Party
Political
Expenditures
Reporting
________________________________________________________________________________
EOG Resources, Inc.
Ticker Security ID: Meeting Date Meeting Status
EOG CUSIP 26875P101 05/24/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Janet F. Clark Mgmt For For For
2 Elect Charles R. Crisp Mgmt For For For
3 Elect Robert P. Daniels Mgmt For For For
4 Elect Lynn A. Dugle Mgmt For For For
5 Elect C. Christopher Mgmt For For For
Gaut
6 Elect Michael T. Kerr Mgmt For For For
7 Elect Julie J. Mgmt For For For
Robertson
8 Elect Donald F. Textor Mgmt For For For
9 Elect Ezra Y. Yacob Mgmt For For For
10 Ratification of Auditor Mgmt For For For
11 Advisory Vote on Mgmt For For For
Executive
Compensation
12 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
________________________________________________________________________________
Etsy, Inc.
Ticker Security ID: Meeting Date Meeting Status
ETSY CUSIP 29786A106 06/14/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect M. Michele Burns Mgmt For For For
2 Elect Josh Silverman Mgmt For For For
3 Elect Fred Wilson Mgmt For For For
4 Advisory Vote on Mgmt For For For
Executive
Compensation
5 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
6 Ratification of Auditor Mgmt For For For
7 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Harassment and
Discrimination
________________________________________________________________________________
Exact Sciences Corporation
Ticker Security ID: Meeting Date Meeting Status
EXAS CUSIP 30063P105 06/08/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect D. Scott Coward Mgmt For For For
2 Elect James E. Doyle Mgmt For For For
3 Elect Freda C. Mgmt For For For
Lewis-Hall
4 Elect Kathleen G. Mgmt For For For
Sebelius
5 Ratification of Auditor Mgmt For For For
6 Advisory Vote on Mgmt For For For
Executive
Compensation
7 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
8 Repeal of Classified Mgmt For For For
Board
9 Amendment to the 2019 Mgmt For For For
Omnibus Long-Term
Incentive
Plan
________________________________________________________________________________
First Solar, Inc.
Ticker Security ID: Meeting Date Meeting Status
FSLR CUSIP 336433107 05/09/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Michael J. Ahearn Mgmt For For For
2 Elect Richard D. Mgmt For For For
Chapman
3 Elect Anita Marangoly Mgmt For For For
George
4 Elect George A. Hambro Mgmt For For For
5 Elect Molly E. Joseph Mgmt For For For
6 Elect Craig Kennedy Mgmt For For For
7 Elect Lisa A. Kro Mgmt For For For
8 Elect William J. Post Mgmt For For For
9 Elect Paul H. Stebbins Mgmt For For For
10 Elect Michael T. Mgmt For For For
Sweeney
11 Elect Mark Widmar Mgmt For For For
12 Elect Norman L. Wright Mgmt For For For
13 Ratification of Auditor Mgmt For For For
14 Advisory Vote on Mgmt For For For
Executive
Compensation
15 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
________________________________________________________________________________
Humana Inc.
Ticker Security ID: Meeting Date Meeting Status
HUM CUSIP 444859102 04/20/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Raquel C. Bono Mgmt For For For
2 Elect Bruce Broussard Mgmt For For For
3 Elect Frank A. D'Amelio Mgmt For For For
4 Elect David T. Feinberg Mgmt For For For
5 Elect Wayne A.I. Mgmt For For For
Frederick
6 Elect John W. Garratt Mgmt For For For
7 Elect Kurt J. Hilzinger Mgmt For For For
8 Elect Karen W. Katz Mgmt For For For
9 Elect Marcy S. Klevorn Mgmt For For For
10 Elect William J. Mgmt For For For
McDonald
11 Elect Jorge S. Mesquita Mgmt For For For
12 Elect Brad D. Smith Mgmt For For For
13 Ratification of Auditor Mgmt For For For
14 Advisory Vote on Mgmt For For For
Executive
Compensation
15 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
________________________________________________________________________________
Insulet Corporation
Ticker Security ID: Meeting Date Meeting Status
PODD CUSIP 45784P101 05/23/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect Luciana Borio Mgmt For For For
1.2 Elect Michael R. Mgmt For For For
Minogue
1.3 Elect Corinne H. Mgmt For For For
Nevinny
2 Advisory Vote on Mgmt For For For
Executive
Compensation
3 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
4 Ratification of Auditor Mgmt For For For
________________________________________________________________________________
Intuitive Surgical, Inc.
Ticker Security ID: Meeting Date Meeting Status
ISRG CUSIP 46120E602 04/27/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Craig H. Barratt Mgmt For For For
2 Elect Joseph C. Beery Mgmt For For For
3 Elect Gary S. Guthart Mgmt For For For
4 Elect Amal M. Johnson Mgmt For For For
5 Elect Don R. Kania Mgmt For For For
6 Elect Amy L. Ladd Mgmt For For For
7 Elect Keith R. Mgmt For For For
Leonard,
Jr.
8 Elect Alan J. Levy Mgmt For For For
9 Elect Jami Dover Mgmt For For For
Nachtsheim
10 Elect Monica P. Reed Mgmt For For For
11 Elect Mark J. Rubash Mgmt For For For
12 Advisory Vote on Mgmt For For For
Executive
Compensation
13 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
14 Ratification of Auditor Mgmt For For For
15 Shareholder Proposal ShrHoldr Against Against For
Regarding Median
Gender and Racial Pay
Equity
Report
________________________________________________________________________________
Johnson Controls International plc
Ticker Security ID: Meeting Date Meeting Status
JCI CUSIP G51502105 03/08/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Jean S. Blackwell Mgmt For For For
2 Elect Pierre E. Cohade Mgmt For For For
3 Elect Michael E. Mgmt For For For
Daniels
4 Elect W. Roy Dunbar Mgmt For For For
5 Elect Gretchen R. Mgmt For For For
Haggerty
6 Elect Ayesha Khanna Mgmt For For For
7 Elect Simone Menne Mgmt For For For
8 Elect George R. Oliver Mgmt For For For
9 Elect Carl Jurgen Mgmt For For For
Tinggren
10 Elect Mark P. Vergnano Mgmt For For For
11 Elect John D. Young Mgmt For For For
12 Appointment of Auditor Mgmt For For For
13 Authority to Set Mgmt For For For
Auditor's
Fees
14 Authority to Mgmt For For For
Repurchase
Shares
15 Authorize Price Range Mgmt For For For
at which the Company
Can Re-Allot Treasury
Shares
16 Advisory Vote on Mgmt For For For
Executive
Compensation
17 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
18 Authority to Issue Mgmt For For For
Shares w/ Preemptive
Rights
19 Authority to Issue Mgmt For For For
Shares w/o Preemptive
Rights
________________________________________________________________________________
Las Vegas Sands Corp.
Ticker Security ID: Meeting Date Meeting Status
LVS CUSIP 517834107 05/11/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect Robert Glen Mgmt For For For
Goldstein
1.2 Elect Patrick Dumont Mgmt For For For
1.3 Elect Irwin Chafetz Mgmt For For For
1.4 Elect Micheline Chau Mgmt For Withhold Against
1.5 Elect Charles Daniel Mgmt For For For
Forman
1.6 Elect Nora M. Jordan Mgmt For Withhold Against
1.7 Elect Lewis Kramer Mgmt For For For
1.8 Elect David F. Levi Mgmt For Withhold Against
2 Ratification of Auditor Mgmt For For For
3 Advisory Vote on Mgmt For Against Against
Executive
Compensation
4 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
5 Shareholder Proposal ShrHoldr Against Against For
Regarding Disclosure
of a Board Diversity
and Skills
Matrix
________________________________________________________________________________
Mastercard Incorporated
Ticker Security ID: Meeting Date Meeting Status
MA CUSIP 57636Q104 06/27/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Merit E. Janow Mgmt For For For
2 Elect Candido Botelho Mgmt For For For
Bracher
3 Elect Richard K. Davis Mgmt For For For
4 Elect Julius Mgmt For For For
Genachowski
5 Elect Choon Phong Goh Mgmt For For For
6 Elect Oki Matsumoto Mgmt For For For
7 Elect Michael Miebach Mgmt For For For
8 Elect Youngme E. Moon Mgmt For For For
9 Elect Rima Qureshi Mgmt For For For
10 Elect Gabrielle Mgmt For For For
Sulzberger
11 Elect Harit Talwar Mgmt For For For
12 Elect Lance Uggla Mgmt For For For
13 Advisory Vote on Mgmt For For For
Executive
Compensation
14 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
15 Approval of the Mgmt For For For
Employee Stock
Purchase
Plan
16 Ratification of Auditor Mgmt For For For
17 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Board Oversight of
Discrimination
18 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Oversight of Merchant
Category
Codes
19 Shareholder Proposal ShrHoldr Against Against For
Regarding Lobbying
Report
20 Shareholder Proposal ShrHoldr Against For Against
Regarding Shareholder
Approval of Advance
Notice
Provisions
21 Shareholder Proposal ShrHoldr Against Against For
Regarding Cost
Benefit Analysis of
Global Diversity and
Inclusion
Efforts
________________________________________________________________________________
Meta Platforms, Inc.
Ticker Security ID: Meeting Date Meeting Status
META CUSIP 30303M102 05/31/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect Peggy Alford Mgmt For Withhold Against
1.2 Elect Marc L. Mgmt For For For
Andreessen
1.3 Elect Andrew W. Houston Mgmt For For For
1.4 Elect Nancy Killefer Mgmt For For For
1.5 Elect Robert M. Kimmitt Mgmt For For For
1.6 Elect Sheryl K. Mgmt For For For
Sandberg
1.7 Elect Tracey T. Travis Mgmt For For For
1.8 Elect Tony Xu Mgmt For For For
1.9 Elect Mark Zuckerberg Mgmt For For For
2 Ratification of Auditor Mgmt For For For
3 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Government Takedown
Requests
4 Shareholder Proposal ShrHoldr Against For Against
Regarding
Recapitalization
5 Shareholder Proposal ShrHoldr Against Against For
Regarding Human
Rights Impact
Assessment
6 Shareholder Proposal ShrHoldr Against Against For
Regarding Lobbying
Report
7 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Content Management in
India
8 Shareholder Proposal ShrHoldr Against Against For
Regarding Lobbying
Activity Alignment
with Net-Zero
Emissions
Commitment
9 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Risks from
Abortion-Related
Information
Requests
10 Shareholder Proposal ShrHoldr Against Against For
Regarding a Report on
the Efficacy of
Enforcement of
Content
Policies
11 Shareholder Proposal ShrHoldr Against For Against
Regarding Targets and
Report on Child
Safety
Impacts
12 Shareholder Proposal ShrHoldr Against Against For
Regarding Calibrating
Executive Pay to
Externalized
Costs
13 Shareholder Proposal ShrHoldr Against For Against
Regarding Assessment
of Audit and Risk
Oversight
Committee
________________________________________________________________________________
Microsoft Corporation
Ticker Security ID: Meeting Date Meeting Status
MSFT CUSIP 594918104 12/13/2022 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Reid G. Hoffman Mgmt For For For
2 Elect Hugh F. Johnston Mgmt For For For
3 Elect Teri L. List Mgmt For For For
4 Elect Satya Nadella Mgmt For For For
5 Elect Sandra E. Mgmt For For For
Peterson
6 Elect Penny S. Pritzker Mgmt For For For
7 Elect Carlos A. Mgmt For For For
Rodriguez
8 Elect Charles W. Scharf Mgmt For For For
9 Elect John W. Stanton Mgmt For For For
10 Elect John W. Thompson Mgmt For For For
11 Elect Emma N. Walmsley Mgmt For For For
12 Elect Padmasree Warrior Mgmt For For For
13 Advisory Vote on Mgmt For For For
Executive
Compensation
14 Ratification of Auditor Mgmt For For For
15 Shareholder Proposal ShrHoldr Against Against For
Regarding Cost
Benefit Analysis of
Global Diversity and
Inclusion
Efforts
16 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Hiring
Practices
17 Shareholder Proposal ShrHoldr Against Against For
Regarding Managing
Climate Risk in
Employee Retirement
Options
18 Shareholder Proposal ShrHoldr Against For Against
Regarding Report on
Government Use of
Technology
19 Shareholder Proposal ShrHoldr Against Against For
Regarding Risks of
Developing Military
Weapons
20 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Tax
Transparency
________________________________________________________________________________
Monster Beverage Corporation
Ticker Security ID: Meeting Date Meeting Status
MNST CUSIP 61174X109 06/22/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect Rodney C. Sacks Mgmt For For For
1.2 Elect Hilton H. Mgmt For For For
Schlosberg
1.3 Elect Mark J. Hall Mgmt For For For
1.4 Elect Ana Demel Mgmt For For For
1.5 Elect James Leonard Mgmt For For For
Dinkins
1.6 Elect Gary P. Fayard Mgmt For For For
1.7 Elect Tiffany M. Hall Mgmt For For For
1.8 Elect Jeanne P. Jackson Mgmt For For For
1.9 Elect Steven G. Pizula Mgmt For For For
1.10 Elect Mark S. Vidergauz Mgmt For For For
2 Ratification of Auditor Mgmt For For For
3 Advisory Vote on Mgmt For For For
Executive
Compensation
4 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
5 Increase in Authorized Mgmt For For For
Common
Stock
6 Amendment to Articles Mgmt For Against Against
to Reflect New
Delaware Law
Provisions Regarding
Officer
Exculpation
________________________________________________________________________________
Netflix, Inc.
Ticker Security ID: Meeting Date Meeting Status
NFLX CUSIP 64110L106 06/01/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Mathias Dopfner Mgmt For Against Against
2 Elect Reed Hastings Mgmt For For For
3 Elect Jay Hoag Mgmt For Against Against
4 Elect Ted Sarandos Mgmt For For For
5 Ratification of Auditor Mgmt For For For
6 Advisory Vote on Mgmt For Against Against
Executive
Compensation
7 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
8 Shareholder Proposal ShrHoldr Against For Against
Regarding Right to
Call Special
Meetings
9 Shareholder Proposal ShrHoldr Against Against For
Regarding Company
Directors Serving on
Multiple
Boards
10 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Climate Risk in
Employee Retirement
Default
Options
11 Shareholder Proposal ShrHoldr Against For Against
Regarding Policy on
Freedom of
Association
________________________________________________________________________________
NVIDIA Corporation
Ticker Security ID: Meeting Date Meeting Status
NVDA CUSIP 67066G104 06/22/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Robert K. Burgess Mgmt For For For
2 Elect Tench Coxe Mgmt For For For
3 Elect John O. Dabiri Mgmt For For For
4 Elect Persis S. Drell Mgmt For For For
5 Elect Jen-Hsun Huang Mgmt For For For
6 Elect Dawn Hudson Mgmt For For For
7 Elect Harvey C. Jones Mgmt For For For
8 Elect Michael G. Mgmt For For For
McCaffery
9 Elect Stephen C. Neal Mgmt For For For
10 Elect Mark L. Perry Mgmt For For For
11 Elect A. Brooke Seawell Mgmt For For For
12 Elect Aarti Shah Mgmt For For For
13 Elect Mark A. Stevens Mgmt For For For
14 Advisory Vote on Mgmt For For For
Executive
Compensation
15 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
16 Ratification of Auditor Mgmt For For For
________________________________________________________________________________
Okta, Inc.
Ticker Security ID: Meeting Date Meeting Status
OKTA CUSIP 679295105 06/22/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect Shellye L. Mgmt For For For
Archambeau
1.2 Elect Robert L. Dixon, Mgmt For For For
Jr.
1.3 Elect Benjamin A. Mgmt For For For
Horowitz
2 Ratification of Auditor Mgmt For For For
3 Advisory Vote on Mgmt For For For
Executive
Compensation
________________________________________________________________________________
Palo Alto Networks, Inc.
Ticker Security ID: Meeting Date Meeting Status
PANW CUSIP 697435105 12/13/2022 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Helene D. Gayle Mgmt For For For
2 Elect James J. Goetz Mgmt For For For
3 Ratification of Auditor Mgmt For For For
4 Advisory Vote on Mgmt For For For
Executive
Compensation
5 Amendment to the 2021 Mgmt For For For
Equity Incentive
Plan
________________________________________________________________________________
Paycom Software, Inc.
Ticker Security ID: Meeting Date Meeting Status
PAYC CUSIP 70432V102 05/01/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Sharen J. Turney Mgmt For Withhold Against
2 Elect J.C. Watts Jr. Mgmt For Withhold Against
3 Ratification of Auditor Mgmt For For For
4 Advisory Vote on Mgmt For For For
Executive
Compensation
5 Approval of the 2023 Mgmt For For For
Long-Term Incentive
Plan
6 Amendment to Articles Mgmt For Against Against
to Limit the
Liability of Certain
Officers
7 Shareholder Proposal ShrHoldr Against For Against
Regarding Majority
Vote for the Election
of
Directors
________________________________________________________________________________
Ross Stores, Inc.
Ticker Security ID: Meeting Date Meeting Status
ROST CUSIP 778296103 05/17/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect K. Gunnar Mgmt For For For
Bjorklund
2 Elect Michael J. Bush Mgmt For For For
3 Elect Edward G. Mgmt For For For
Cannizzaro
4 Elect Sharon D. Garrett Mgmt For For For
5 Elect Michael J. Mgmt For For For
Hartshorn
6 Elect Stephen D. Mgmt For For For
Milligan
7 Elect Patricia H. Mgmt For For For
Mueller
8 Elect George P. Orban Mgmt For For For
9 Elect Larree M. Renda Mgmt For For For
10 Elect Barbara Rentler Mgmt For For For
11 Elect Doniel N. Sutton Mgmt For For For
12 Advisory Vote on Mgmt For For For
Executive
Compensation
13 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
14 Ratification of Auditor Mgmt For For For
________________________________________________________________________________
Salesforce, Inc.
Ticker Security ID: Meeting Date Meeting Status
CRM CUSIP 79466L302 06/08/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Marc R. Benioff Mgmt For For For
2 Elect Laura Alber Mgmt For For For
3 Elect Craig A. Conway Mgmt For For For
4 Elect Arnold W. Donald Mgmt For For For
5 Elect Parker Harris Mgmt For For For
6 Elect Neelie Kroes Mgmt For For For
7 Elect Sachin Mehra Mgmt For For For
8 Elect G. Mason Morfit Mgmt For For For
9 Elect Oscar Munoz Mgmt For For For
10 Elect John V. Roos Mgmt For For For
11 Elect Robin L. Mgmt For For For
Washington
12 Elect Maynard G. Webb Mgmt For For For
13 Elect Susan D. Wojcicki Mgmt For For For
14 Amendment to the 2013 Mgmt For For For
Equity Incentive
Plan
15 Ratification of Auditor Mgmt For For For
16 Advisory Vote on Mgmt For For For
Executive
Compensation
17 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
18 Shareholder Proposal ShrHoldr Against Against For
Regarding Independent
Chair
19 Shareholder Proposal ShrHoldr Against Against For
Regarding Company
Directors Serving on
Multiple
Boards
________________________________________________________________________________
Shopify Inc.
Ticker Security ID: Meeting Date Meeting Status
SHOP CUSIP 82509L107 06/27/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Tobias Lutke Mgmt For For For
2 Elect Robert G. Ashe Mgmt For Against Against
3 Elect Gail Goodman Mgmt For Against Against
4 Elect Colleen M. Mgmt For Against Against
Johnston
5 Elect Jeremy Levine Mgmt For Against Against
6 Elect Toby Shannan Mgmt For For For
7 Elect Fidji Simo Mgmt For For For
8 Elect Bret Taylor Mgmt For For For
9 Appointment of Auditor Mgmt For For For
and Authority to Set
Fees
10 Advisory Vote on Mgmt For Against Against
Executive
Compensation
________________________________________________________________________________
SolarEdge Technologies, Inc.
Ticker Security ID: Meeting Date Meeting Status
SEDG CUSIP 83417M104 06/01/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Marcel Gani Mgmt For For For
2 Elect Tal Payne Mgmt For For For
3 Ratification of Auditor Mgmt For For For
4 Advisory Vote on Mgmt For For For
Executive
Compensation
5 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
6 Repeal of Classified Mgmt For For For
Board
7 Elimination of Mgmt For For For
Supermajority
Requirement
8 Amendment to Articles Mgmt For For For
to Add Federal Forum
Selection
Clause
________________________________________________________________________________
Take-Two Interactive Software, Inc.
Ticker Security ID: Meeting Date Meeting Status
TTWO CUSIP 874054109 09/16/2022 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Strauss Zelnick Mgmt For For For
2 Elect Michael Dornemann Mgmt For For For
3 Elect J Moses Mgmt For For For
4 Elect Michael Sheresky Mgmt For For For
5 Elect LaVerne Mgmt For For For
Srinivasan
6 Elect Susan M. Tolson Mgmt For For For
7 Elect Paul Viera Mgmt For For For
8 Elect Roland A. Mgmt For For For
Hernandez
9 Elect William Gordon Mgmt For For For
10 Elect Ellen F. Siminoff Mgmt For For For
11 Advisory Vote on Mgmt For For For
Executive
Compensation
12 Ratification of Auditor Mgmt For For For
________________________________________________________________________________
Tesla, Inc.
Ticker Security ID: Meeting Date Meeting Status
TSLA CUSIP 88160R101 05/16/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Elon Musk Mgmt For For For
2 Elect Robyn M. Denholm Mgmt For For For
3 Elect J.B. Straubel Mgmt For For For
4 Advisory Vote on Mgmt For For For
Executive
Compensation
5 Frequency of Advisory Mgmt 3 Years 1 Year Against
Vote on Executive
Compensation
6 Ratification of Auditor Mgmt For For For
7 Shareholder Proposal ShrHoldr Against Against For
Regarding Key Person
Risk
Report
________________________________________________________________________________
Tesla, Inc.
Ticker Security ID: Meeting Date Meeting Status
TSLA CUSIP 88160R101 08/04/2022 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Ira Ehrenpreis Mgmt For Against Against
2 Elect Kathleen Mgmt For Against Against
Wilson-Thompson
3 Reduce Director Terms Mgmt For For For
from Three Years to
Two
Years
4 Elimination of Mgmt For For For
Supermajority
Requirement
5 Increase in Authorized Mgmt For For For
Common
Stock
6 Ratification of Auditor Mgmt For For For
7 Shareholder Proposal ShrHoldr Against For Against
Regarding Proxy
Access
8 Shareholder Proposal ShrHoldr Against For Against
Regarding Report on
Effectiveness of
Workplace Sexual
Harassment and
Discrimination
Policies
9 Shareholder Proposal ShrHoldr Against Against For
Regarding Board
Diversity Aligned
with Customer Base
and Regional
Operations
10 Shareholder Proposal ShrHoldr Against For Against
Regarding Report on
The Impact of
Mandatory Arbitration
Policies
11 Shareholder Proposal ShrHoldr Against For Against
Regarding Lobbying
Activity Alignment
with the Paris
Agreement
12 Shareholder Proposal ShrHoldr Against For Against
Regarding Policy on
Freedom of
Association
13 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Ending Child
Labor
14 Shareholder Proposal ShrHoldr Against Against For
Regarding Water Risk
Exposure
________________________________________________________________________________
The Middleby Corporation
Ticker Security ID: Meeting Date Meeting Status
MIDD CUSIP 596278101 05/16/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Sarah Palisi Mgmt For For For
Chapin
2 Elect Timothy J. Mgmt For For For
FitzGerald
3 Elect Cathy L. McCarthy Mgmt For For For
4 Elect John R. Miller Mgmt For For For
III
5 Elect Robert A. Mgmt For For For
Nerbonne
6 Elect Gordon O'Brien Mgmt For For For
7 Elect Nassem Ziyad Mgmt For For For
8 Advisory Vote on Mgmt For For For
Executive
Compensation
9 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
10 Ratification of Auditor Mgmt For For For
________________________________________________________________________________
The Walt Disney Company
Ticker Security ID: Meeting Date Meeting Status
DIS CUSIP 254687106 04/03/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Mary T. Barra Mgmt For For For
2 Elect Safra A. Catz Mgmt For For For
3 Elect Amy L. Chang Mgmt For For For
4 Elect Francis A. Mgmt For For For
deSouza
5 Elect Carolyn N. Mgmt For For For
Everson
6 Elect Michael B.G. Mgmt For For For
Froman
7 Elect Robert A. Iger Mgmt For For For
8 Elect Maria Elena Mgmt For For For
Lagomasino
9 Elect Calvin R. Mgmt For For For
McDonald
10 Elect Mark G. Parker Mgmt For For For
11 Elect Derica W. Rice Mgmt For Against Against
12 Ratification of Auditor Mgmt For For For
13 Advisory Vote on Mgmt For For For
Executive
Compensation
14 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
15 Shareholder Proposal ShrHoldr Against Against For
Regarding Report on
Corporate Operations
with
China
16 Shareholder Proposal ShrHoldr Against Against For
Regarding Charitable
Contributions
Disclosure
17 Shareholder Proposal ShrHoldr Against For Against
Regarding Report on
Political
Expenditures and
Values
Congruency
________________________________________________________________________________
Thor Industries, Inc.
Ticker Security ID: Meeting Date Meeting Status
THO CUSIP 885160101 12/16/2022 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect Andrew E. Graves Mgmt For For For
1.2 Elect Christina Mgmt For For For
Hennington
1.3 Elect Amelia A. Mgmt For For For
Huntington
1.4 Elect Laurel Hurd Mgmt For For For
1.5 Elect Wilson R. Jones Mgmt For For For
1.6 Elect William J. Mgmt For For For
Kelley,
Jr.
1.7 Elect Christopher J. Mgmt For For For
Klein
1.8 Elect Robert W. Martin Mgmt For For For
1.9 Elect Peter B. Orthwein Mgmt For For For
2 Ratification of Auditor Mgmt For For For
3 Advisory Vote on Mgmt For For For
Executive
Compensation
________________________________________________________________________________
Tradeweb Markets Inc.
Ticker Security ID: Meeting Date Meeting Status
TW CUSIP 892672106 05/15/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect Troy Dixon Mgmt For For For
1.2 Elect Scott Ganeles Mgmt For For For
1.3 Elect Catherine Johnson Mgmt For For For
1.4 Elect Murray Roos Mgmt For For For
2 Ratification of Auditor Mgmt For For For
________________________________________________________________________________
Uber Technologies, Inc.
Ticker Security ID: Meeting Date Meeting Status
UBER CUSIP 90353T100 05/08/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Ronald D. Sugar Mgmt For For For
2 Elect Revathi Advaithi Mgmt For For For
3 Elect Ursula M. Burns Mgmt For For For
4 Elect Robert A. Eckert Mgmt For For For
5 Elect Amanda Ginsberg Mgmt For For For
6 Elect Dara Khosrowshahi Mgmt For For For
7 Elect Wan Ling Martello Mgmt For For For
8 Elect John A. Thain Mgmt For For For
9 Elect David Trujillo Mgmt For For For
10 Elect Alexander R. Mgmt For For For
Wynaendts
11 Advisory Vote on Mgmt For For For
Executive
Compensation
12 Ratification of Auditor Mgmt For For For
13 Shareholder Proposal ShrHoldr Against Against For
Regarding Third-Party
Audit on Driver
Health and
Safety
________________________________________________________________________________
Ulta Beauty, Inc.
Ticker Security ID: Meeting Date Meeting Status
ULTA CUSIP 90384S303 06/01/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Michelle L. Mgmt For For For
Collins
2 Elect Patricia Little Mgmt For For For
3 Elect Heidi G. Petz Mgmt For For For
4 Elect Michael C. Smith Mgmt For For For
5 Repeal of Classified Mgmt For For For
Board
6 Elimination of Mgmt For For For
Supermajority
Requirement to Remove
Directors
7 Elimination of Mgmt For For For
Supermajority
Requirements for
Amendments to
Certificate of
Incorporation
8 Elimination of Mgmt For For For
Supermajority
Requirements for
Amendments to
Bylaws
9 Ratification of Auditor Mgmt For For For
10 Advisory Vote on Mgmt For For For
Executive
Compensation
11 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
________________________________________________________________________________
United Therapeutics Corporation
Ticker Security ID: Meeting Date Meeting Status
UTHR CUSIP 91307C102 06/26/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Christopher Mgmt For For For
Causey
2 Elect Raymond Dwek Mgmt For For For
3 Elect Richard Giltner Mgmt For For For
4 Elect Katherine Klein Mgmt For For For
5 Elect Raymond Kurzweil Mgmt For For For
6 Elect Linda Maxwell Mgmt For For For
7 Elect Nilda Mesa Mgmt For For For
8 Elect Judy Olian Mgmt For For For
9 Elect Christopher Mgmt For For For
Patusky
10 Elect Martine Mgmt For For For
Rothblatt
11 Elect Louis Sullivan Mgmt For For For
12 Elect Thomas G. Mgmt For For For
Thompson
13 Advisory Vote on Mgmt For For For
Executive
Compensation
14 Frequency of Advisory Mgmt 1 Year 1 Year For
Vote on Executive
Compensation
15 Amendment to the 2015 Mgmt For For For
Stock Incentive
Plan
16 Ratification of Auditor Mgmt For For For
________________________________________________________________________________
Veeva Systems Inc.
Ticker Security ID: Meeting Date Meeting Status
VEEV CUSIP 922475108 06/21/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Tim Cabral Mgmt For For For
2 Elect Mark Carges Mgmt For For For
3 Elect Peter P. Gassner Mgmt For For For
4 Elect Mary Lynne Hedley Mgmt For For For
5 Elect Priscilla Hung Mgmt For For For
6 Elect Tina Hunt Mgmt For For For
7 Elect Marshall Mohr Mgmt For For For
8 Elect Gordon Ritter Mgmt For For For
9 Elect Paul Sekhri Mgmt For Against Against
10 Elect Matthew J. Mgmt For For For
Wallach
11 Ratification of Auditor Mgmt For For For
12 Amendment to Articles Mgmt For For For
to Eliminate
Inoperative
Provisions and to
Update Other
Miscellaneous
Provisions
13 Shareholder Proposal ShrHoldr Against For Against
Regarding Shareholder
Approval of Advance
Notice
Provisions
________________________________________________________________________________
Workday, Inc.
Ticker Security ID: Meeting Date Meeting Status
WDAY CUSIP 98138H101 06/22/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1 Elect Christa Davies Mgmt For For For
2 Elect Wayne A.I. Mgmt For For For
Frederick
3 Elect Mark J. Hawkins Mgmt For Against Against
4 Elect George J. Still Mgmt For For For
Jr.
5 Ratification of Auditor Mgmt For For For
6 Advisory Vote on Mgmt For Against Against
Executive
Compensation
7 Shareholder Proposal ShrHoldr Against For Against
Regarding Shareholder
Approval of Advance
Notice
Provisions
________________________________________________________________________________
ZoomInfo Technologies Inc.
Ticker Security ID: Meeting Date Meeting Status
ZI CUSIP 98980F104 05/17/2023 Voted
Meeting Type Country of Trade
Annual United States
Issue No. Description Proponent Mgmt Rec Vote Cast For/Against
Mgmt
1.1 Elect Todd Crockett Mgmt For For For
1.2 Elect Patrick R. Mgmt For For For
McCarter
1.3 Elect D. Randall Winn Mgmt For For For
2 Ratification of Auditor Mgmt For For For
3 Advisory Vote on Mgmt For For For
Executive
Compensation
Fund Name: Hartford Municipal Opportunities ETF
There is no voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Fund Name: Hartford Schroders Commodity Strategy ETF
ACLARA RESOURCES INC.
Ticker: ARA Security ID: 00461M103
Meeting Date: MAY 03, 2023 Meeting Type: Annual/Special
Record Date: APR 03, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Ramon Barua For For Management
1.2 Elect Director Eduardo Hochschild For For Management
1.3 Elect Director Paul Adams For For Management
1.4 Elect Director Ignacio Bustamante For For Management
1.5 Elect Director Catharine Farrow For For Management
1.6 Elect Director Maria Recart For For Management
1.7 Elect Director Sanjay Sarma For For Management
1.8 Elect Director Nicolas Hochschild For For Management
2 Approve Ernst & Young LLP as Auditors For For Management
and Authorize Board to Fix Their
Remuneration
3 Amend Omnibus Long-Term Incentive Plan For Against Management
Fund Name: Hartford Schroders ESG US Equity ETF
3M COMPANY
Ticker: MMM Security ID: 88579Y101
Meeting Date: MAY 09, 2023 Meeting Type: Annual
Record Date: MAR 14, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Thomas "Tony" K. Brown For Against Management
1b Elect Director Anne H. Chow For For Management
1c Elect Director David B. Dillon For For Management
1d Elect Director Michael L. Eskew For For Management
1e Elect Director James R. Fitterling For For Management
1f Elect Director Amy E. Hood For For Management
1g Elect Director Suzan Kereere For For Management
1h Elect Director Gregory R. Page For For Management
1i Elect Director Pedro J. Pizarro For For Management
1j Elect Director Michael F. Roman For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
A. O. SMITH CORPORATION
Ticker: AOS Security ID: 831865209
Meeting Date: APR 11, 2023 Meeting Type: Annual
Record Date: FEB 21, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Ronald D. Brown For Withhold Management
1.2 Elect Director Earl E. Exum For For Management
1.3 Elect Director Michael M. Larsen For For Management
1.4 Elect Director Idelle K. Wolf For Withhold Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors For Against Management
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Report on Whether Company Policies Against For Shareholder
Reinforce Racism in Company Culture
--------------------------------------------------------------------------------
ABBOTT LABORATORIES
Ticker: ABT Security ID: 002824100
Meeting Date: APR 28, 2023 Meeting Type: Annual
Record Date: MAR 01, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert J. Alpern For For Management
1.2 Elect Director Claire For For Management
Babineaux-Fontenot
1.3 Elect Director Sally E. Blount For For Management
1.4 Elect Director Robert B. Ford For For Management
1.5 Elect Director Paola Gonzalez For For Management
1.6 Elect Director Michelle A. Kumbier For For Management
1.7 Elect Director Darren W. McDew For For Management
1.8 Elect Director Nancy McKinstry For For Management
1.9 Elect Director Michael G. O'Grady For For Management
1.10 Elect Director Michael F. Roman For For Management
1.11 Elect Director Daniel J. Starks For For Management
1.12 Elect Director John G. Stratton For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Reduce Ownership Threshold for Against Against Shareholder
Shareholders to Call Special Meeting
6 Require Independent Board Chair Against Against Shareholder
7 Report on Lobbying Payments and Policy Against For Shareholder
8 Adopt Policy to Include Legal and Against Against Shareholder
Compliance Costs in Incentive
Compensation Metrics
--------------------------------------------------------------------------------
ABBVIE INC.
Ticker: ABBV Security ID: 00287Y109
Meeting Date: MAY 05, 2023 Meeting Type: Annual
Record Date: MAR 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Robert J. Alpern For Withhold Management
1.2 Elect Director Melody B. Meyer For For Management
1.3 Elect Director Frederick H. Waddell For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Eliminate Supermajority Vote For For Management
Requirement
5 Adopt Simple Majority Vote Against For Shareholder
6 Report on Congruency of Political Against Against Shareholder
Spending with Company Values and
Priorities
7 Report on Lobbying Payments and Policy Against For Shareholder
8 Report on Impact of Extended Patent Against For Shareholder
Exclusivities on Product Access
--------------------------------------------------------------------------------
ACCENTURE PLC
Ticker: ACN Security ID: G1151C101
Meeting Date: FEB 01, 2023 Meeting Type: Annual
Record Date: DEC 06, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Jaime Ardila For For Management
1b Elect Director Nancy McKinstry For For Management
1c Elect Director Beth E. Mooney For For Management
1d Elect Director Gilles C. Pelisson For For Management
1e Elect Director Paula A. Price For For Management
1f Elect Director Venkata (Murthy) For For Management
Renduchintala
1g Elect Director Arun Sarin For For Management
1h Elect Director Julie Sweet For For Management
1i Elect Director Tracey T. Travis For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Approve KPMG LLP as Auditors and For Against Management
Authorize Board to Fix Their
Remuneration
5 Renew the Board's Authority to Issue For For Management
Shares Under Irish Law
6 Authorize Board to Opt-Out of For For Management
Statutory Pre-Emption Rights
7 Determine Price Range for Reissuance For For Management
of Treasury Shares
--------------------------------------------------------------------------------
ADOBE INC.
Ticker: ADBE Security ID: 00724F101
Meeting Date: APR 20, 2023 Meeting Type: Annual
Record Date: FEB 21, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Amy Banse For For Management
1b Elect Director Brett Biggs For For Management
1c Elect Director Melanie Boulden For For Management
1d Elect Director Frank Calderoni For For Management
1e Elect Director Laura Desmond For For Management
1f Elect Director Shantanu Narayen For For Management
1g Elect Director Spencer Neumann For For Management
1h Elect Director Kathleen Oberg For For Management
1i Elect Director Dheeraj Pandey For For Management
1j Elect Director David Ricks For For Management
1k Elect Director Daniel Rosensweig For For Management
1l Elect Director John Warnock For For Management
2 Amend Omnibus Stock Plan For For Management
3 Ratify KPMG LLP as Auditors For Against Management
4 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
5 Advisory Vote on Say on Pay Frequency One Year One Year Management
6 Report on Hiring of Persons with Against For Shareholder
Arrest or Incarceration Records
--------------------------------------------------------------------------------
AECOM
Ticker: ACM Security ID: 00766T100
Meeting Date: MAR 31, 2023 Meeting Type: Annual
Record Date: JAN 30, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Bradley W. Buss For For Management
1.2 Elect Director Lydia H. Kennard For For Management
1.3 Elect Director Kristy Pipes For For Management
1.4 Elect Director Troy Rudd For For Management
1.5 Elect Director Douglas W. Stotlar For For Management
1.6 Elect Director Daniel R. Tishman For For Management
1.7 Elect Director Sander van't Noordende For For Management
1.8 Elect Director Janet C. Wolfenbarger For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
AIR LEASE CORPORATION
Ticker: AL Security ID: 00912X302
Meeting Date: MAY 03, 2023 Meeting Type: Annual
Record Date: MAR 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Matthew J. Hart For For Management
1b Elect Director Yvette Hollingsworth For For Management
Clark
1c Elect Director Cheryl Gordon Krongard For For Management
1d Elect Director Marshall O. Larsen For For Management
1e Elect Director Susan McCaw For For Management
1f Elect Director Robert A. Milton For For Management
1g Elect Director John L. Plueger For For Management
1h Elect Director Ian M. Saines For For Management
1i Elect Director Steven F. Udvar-Hazy For For Management
2 Ratify KPMG LLP as Auditors For For Management
3 Approve Omnibus Stock Plan For For Management
4 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
AIRBNB, INC.
Ticker: ABNB Security ID: 009066101
Meeting Date: JUN 01, 2023 Meeting Type: Annual
Record Date: APR 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Nathan Blecharczyk For For Management
1.2 Elect Director Alfred Lin For For Management
2 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
ALBERTSONS COMPANIES, INC.
Ticker: ACI Security ID: 013091103
Meeting Date: AUG 04, 2022 Meeting Type: Annual
Record Date: JUN 07, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Vivek Sankaran For For Management
1b Elect Director James Donald For For Management
1c Elect Director Chan Galbato For For Management
1d Elect Director Sharon Allen For Against Management
1e Elect Director Shant Babikian For For Management
1f Elect Director Steven Davis *Withdrawn None None Management
Resolution*
1g Elect Director Kim Fennebresque For For Management
1h Elect Director Allen Gibson For For Management
1i Elect Director Hersch Klaff For For Management
1j Elect Director Jay Schottenstein For Against Management
1k Elect Director Alan Schumacher For For Management
1l Elect Director Brian Kevin Turner For Against Management
1m Elect Director Mary Elizabeth West For For Management
1n Elect Director Scott Wille For Against Management
2 Ratify Deloitte and Touche LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
ALLISON TRANSMISSION HOLDINGS, INC.
Ticker: ALSN Security ID: 01973R101
Meeting Date: MAY 03, 2023 Meeting Type: Annual
Record Date: MAR 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Judy L. Altmaier For For Management
1b Elect Director D. Scott Barbour For For Management
1c Elect Director Philip J. Christman For For Management
1d Elect Director David C. Everitt For For Management
1e Elect Director David S. Graziosi For For Management
1f Elect Director Carolann I. Haznedar For For Management
1g Elect Director Richard P. Lavin For For Management
1h Elect Director Sasha Ostojic For For Management
1i Elect Director Gustave F. Perna For For Management
1j Elect Director Krishna Shivram For For Management
2 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
ALPHABET INC.
Ticker: GOOGL Security ID: 02079K305
Meeting Date: JUN 02, 2023 Meeting Type: Annual
Record Date: APR 04, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Larry Page For For Management
1b Elect Director Sergey Brin For For Management
1c Elect Director Sundar Pichai For For Management
1d Elect Director John L. Hennessy For Against Management
1e Elect Director Frances H. Arnold For For Management
1f Elect Director R. Martin "Marty" Chavez For For Management
1g Elect Director L. John Doerr For For Management
1h Elect Director Roger W. Ferguson, Jr. For For Management
1i Elect Director Ann Mather For Against Management
1j Elect Director K. Ram Shriram For For Management
1k Elect Director Robin L. Washington For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Amend Omnibus Stock Plan For Against Management
4 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
5 Advisory Vote on Say on Pay Frequency Three One Year Management
Years
6 Report on Lobbying Payments and Policy Against For Shareholder
7 Publish Congruency Report on Against Against Shareholder
Partnerships with Globalist
Organizations and Company Fiduciary
Duties
8 Report on Framework to Assess Company Against For Shareholder
Lobbying Alignment with Climate Goals
9 Report on Risks Related to Fulfilling Against For Shareholder
Information Requests for Enforcing
Laws Criminalizing Abortion Access
10 Report on Risks of Doing Business in Against For Shareholder
Countries with Significant Human
Rights Concerns
11 Publish Independent Human Rights Against For Shareholder
Impact Assessment of Targeted
Advertising Technology
12 Disclose More Quantitative and Against For Shareholder
Qualitative Information on Algorithmic
Systems
13 Report on Alignment of YouTube Against For Shareholder
Policies With Online Safety Regulations
14 Report on Content Governance and Against Against Shareholder
Censorship
15 Commission Independent Assessment of Against Against Shareholder
Effectiveness of Audit and Compliance
Committee
16 Amend Bylaws to Require Shareholder Against Against Shareholder
Approval of Certain Provisions Related
to Director Nominations by Shareholders
17 Adopt Share Retention Policy For Against For Shareholder
Senior Executives
18 Approve Recapitalization Plan for all Against For Shareholder
Stock to Have One-vote per Share
--------------------------------------------------------------------------------
Amazon.com, Inc.
Ticker: AMZN Security ID: 023135106
Meeting Date: MAY 24, 2023 Meeting Type: Annual
Record Date: MAR 30, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Jeffrey P. Bezos For For Management
1b Elect Director Andrew R. Jassy For For Management
1c Elect Director Keith B. Alexander For For Management
1d Elect Director Edith W. Cooper For For Management
1e Elect Director Jamie S. Gorelick For For Management
1f Elect Director Daniel P. Huttenlocher For For Management
1g Elect Director Judith A. McGrath For Against Management
1h Elect Director Indra K. Nooyi For For Management
1i Elect Director Jonathan J. Rubinstein For For Management
1j Elect Director Patricia Q. Stonesifer For For Management
1k Elect Director Wendell P. Weeks For For Management
2 Ratify Ratification of Ernst & Young For Against Management
LLP as Auditors
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Amend Omnibus Stock Plan For For Management
6 Report on Climate Risk in Retirement Against Against Shareholder
Plan Options
7 Report on Customer Due Diligence Against For Shareholder
8 Revise Transparency Report to Provide Against For Shareholder
Greater Disclosure on Government
Requests
9 Report on Government Take Down Requests Against Against Shareholder
10 Report on Impact of Climate Change Against For Shareholder
Strategy Consistent With Just
Transition Guidelines
11 Publish a Tax Transparency Report Against For Shareholder
12 Report on Climate Lobbying Against For Shareholder
13 Report on Median and Adjusted Against For Shareholder
Gender/Racial Pay Gaps
14 Report on Cost/Benefit Analysis of Against Against Shareholder
Diversity, Equity and Inclusion
Programs
15 Amend Bylaws to Require Shareholder Against Against Shareholder
Approval of Certain Provisions Related
to Director Nominations by Shareholders
16 Commission Third Party Assessment on Against For Shareholder
Company's Commitment to Freedom of
Association and Collective Bargaining
17 Consider Pay Disparity Between Against For Shareholder
Executives and Other Employees
18 Report on Animal Welfare Standards Against For Shareholder
19 Establish a Public Policy Committee Against Against Shareholder
20 Adopt a Policy to Include Against For Shareholder
Non-Management Employees as
Prospective Director Candidates
21 Commission a Third Party Audit on Against For Shareholder
Working Conditions
22 Report on Efforts to Reduce Plastic Use Against For Shareholder
23 Commission Third Party Study and Against For Shareholder
Report on Risks Associated with Use of
Rekognition
--------------------------------------------------------------------------------
AMERICAN EXPRESS COMPANY
Ticker: AXP Security ID: 025816109
Meeting Date: MAY 02, 2023 Meeting Type: Annual
Record Date: MAR 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Thomas J. Baltimore For For Management
1b Elect Director John J. Brennan For For Management
1c Elect Director Peter Chernin For For Management
1d Elect Director Walter J. Clayton, III For For Management
1e Elect Director Ralph de la Vega For For Management
1f Elect Director Theodore J. Leonsis For For Management
1g Elect Director Deborah P. Majoras For For Management
1h Elect Director Karen L. Parkhill For For Management
1i Elect Director Charles E. Phillips For For Management
1j Elect Director Lynn A. Pike For For Management
1k Elect Director Stephen J. Squeri For For Management
1l Elect Director Daniel L. Vasella For For Management
1m Elect Director Lisa W. Wardell For For Management
1n Elect Director Christopher D. Young For For Management
2 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Submit Severance Agreement Against For Shareholder
(Change-in-Control) to Shareholder Vote
6 Report on Risks Related to Fulfilling Against Against Shareholder
Information Requests for Enforcing
Laws Criminalizing Abortion Access
--------------------------------------------------------------------------------
AMERICAN FINANCIAL GROUP, INC.
Ticker: AFG Security ID: 025932104
Meeting Date: MAY 17, 2023 Meeting Type: Annual
Record Date: MAR 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Carl H. Lindner, III For For Management
1.2 Elect Director S. Craig Lindner For For Management
1.3 Elect Director John B. Berding For For Management
1.4 Elect Director James E. Evans For For Management
1.5 Elect Director Terry S. Jacobs For For Management
1.6 Elect Director Gregory G. Joseph For For Management
1.7 Elect Director Mary Beth Martin For For Management
1.8 Elect Director Amy Y. Murray For For Management
1.9 Elect Director Evans N. Nwankwo For For Management
1.10 Elect Director William W. Verity For Withhold Management
1.11 Elect Director John I. Von Lehman For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
AMERICAN TOWER CORPORATION
Ticker: AMT Security ID: 03027X100
Meeting Date: MAY 24, 2023 Meeting Type: Annual
Record Date: MAR 27, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Thomas A. Bartlett For For Management
1b Elect Director Kelly C. Chambliss For For Management
1c Elect Director Teresa H. Clarke For For Management
1d Elect Director Raymond P. Dolan For For Management
1e Elect Director Kenneth R. Frank For For Management
1f Elect Director Robert D. Hormats For For Management
1g Elect Director Grace D. Lieblein For For Management
1h Elect Director Craig Macnab For For Management
1i Elect Director JoAnn A. Reed For For Management
1j Elect Director Pamela D. A. Reeve For For Management
1k Elect Director Bruce L. Tanner For For Management
1l Elect Director Samme L. Thompson For For Management
2 Ratify Deloitte & Touche LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
AMERICAN WATER WORKS COMPANY, INC.
Ticker: AWK Security ID: 030420103
Meeting Date: MAY 10, 2023 Meeting Type: Annual
Record Date: MAR 17, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Jeffrey N. Edwards For For Management
1b Elect Director Martha Clark Goss For For Management
1c Elect Director M. Susan Hardwick For For Management
1d Elect Director Kimberly J. Harris For For Management
1e Elect Director Laurie P. Havanec For For Management
1f Elect Director Julia L. Johnson For For Management
1g Elect Director Patricia L. Kampling For For Management
1h Elect Director Karl F. Kurz For For Management
1i Elect Director Michael L. Marberry For For Management
1j Elect Director James G. Stavridis For Against Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
5 Oversee and Report a Racial Equity Against For Shareholder
Audit
--------------------------------------------------------------------------------
AMERISOURCEBERGEN CORPORATION
Ticker: ABC Security ID: 03073E105
Meeting Date: MAR 09, 2023 Meeting Type: Annual
Record Date: JAN 09, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Ornella Barra For For Management
1b Elect Director Steven H. Collis For For Management
1c Elect Director D. Mark Durcan For For Management
1d Elect Director Richard W. Gochnauer For For Management
1e Elect Director Lon R. Greenberg For For Management
1f Elect Director Kathleen W. Hyle For For Management
1g Elect Director Lorence H. Kim For For Management
1h Elect Director Henry W. McGee For For Management
1i Elect Director Redonda G. Miller For For Management
1j Elect Director Dennis M. Nally For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Submit Severance Agreement Against Against Shareholder
(Change-in-Control) to Shareholder Vote
--------------------------------------------------------------------------------
AMETEK, INC.
Ticker: AME Security ID: 031100100
Meeting Date: MAY 04, 2023 Meeting Type: Annual
Record Date: MAR 09, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Thomas A. Amato For For Management
1b Elect Director Anthony J. Conti For For Management
1c Elect Director Gretchen W. McClain For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
--------------------------------------------------------------------------------
AMGEN INC.
Ticker: AMGN Security ID: 031162100
Meeting Date: MAY 19, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Wanda M. Austin For For Management
1b Elect Director Robert A. Bradway For For Management
1c Elect Director Michael V. Drake For For Management
1d Elect Director Brian J. Druker For For Management
1e Elect Director Robert A. Eckert For For Management
1f Elect Director Greg C. Garland For Against Management
1g Elect Director Charles M. Holley, Jr. For For Management
1h Elect Director S. Omar Ishrak For For Management
1i Elect Director Tyler Jacks For For Management
1j Elect Director Ellen J. Kullman For For Management
1k Elect Director Amy E. Miles For For Management
1l Elect Director Ronald D. Sugar For For Management
1m Elect Director R. Sanders Williams For For Management
2 Advisory Vote on Say on Pay Frequency One Year One Year Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Ratify Ernst & Young LLP as Auditors For Against Management
--------------------------------------------------------------------------------
ANNALY CAPITAL MANAGEMENT, INC.
Ticker: NLY Security ID: 035710839
Meeting Date: MAY 17, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Francine J. Bovich For For Management
1b Elect Director David L. Finkelstein For For Management
1c Elect Director Thomas Hamilton For For Management
1d Elect Director Kathy Hopinkah Hannan For For Management
1e Elect Director Michael Haylon For For Management
1f Elect Director Martin Laguerre For For Management
1g Elect Director Eric A. Reeves For For Management
1h Elect Director John H. Schaefer For For Management
1i Elect Director Glenn A. Votek For For Management
1j Elect Director Vicki Williams For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Reduce Authorized Common Stock For For Management
5 Ratify Ernst & Young LLP as Auditors For For Management
6 Reduce Ownership Threshold for Against For Shareholder
Shareholders to Call Special Meeting
--------------------------------------------------------------------------------
AON PLC
Ticker: AON Security ID: G0403H108
Meeting Date: JUN 16, 2023 Meeting Type: Annual
Record Date: APR 14, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Lester B. Knight For Against Management
1.2 Elect Director Gregory C. Case For For Management
1.3 Elect Director Jin-Yong Cai For For Management
1.4 Elect Director Jeffrey C. Campbell For For Management
1.5 Elect Director Fulvio Conti For For Management
1.6 Elect Director Cheryl A. Francis For For Management
1.7 Elect Director Adriana Karaboutis For For Management
1.8 Elect Director Richard C. Notebaert For For Management
1.9 Elect Director Gloria Santona For For Management
1.10 Elect Director Sarah E. Smith For For Management
1.11 Elect Director Byron O. Spruell For For Management
1.12 Elect Director Carolyn Y. Woo For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
5 Ratify Ernst & Young Chartered For Against Management
Accountants as Statutory Auditor
6 Authorise the Audit Committee to Fix For Against Management
Remuneration of Auditors
7 Amend Omnibus Plan For For Management
--------------------------------------------------------------------------------
APPLE INC.
Ticker: AAPL Security ID: 037833100
Meeting Date: MAR 10, 2023 Meeting Type: Annual
Record Date: JAN 09, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director James Bell For For Management
1b Elect Director Tim Cook For For Management
1c Elect Director Al Gore For For Management
1d Elect Director Alex Gorsky For For Management
1e Elect Director Andrea Jung For For Management
1f Elect Director Art Levinson For For Management
1g Elect Director Monica Lozano For For Management
1h Elect Director Ron Sugar For For Management
1i Elect Director Sue Wagner For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Report on Civil Rights and Against Against Shareholder
Non-Discrimination Audit
6 Report on Operations in Communist China Against Against Shareholder
7 Adopt a Policy Establishing an Against Against Shareholder
Engagement Process with Proponents to
Shareholder Proposals
8 Report on Median Gender/Racial Pay Gap Against For Shareholder
9 Amend Proxy Access Right Against For Shareholder
--------------------------------------------------------------------------------
ARCHER-DANIELS-MIDLAND COMPANY
Ticker: ADM Security ID: 039483102
Meeting Date: MAY 04, 2023 Meeting Type: Annual
Record Date: MAR 09, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Michael S. Burke For For Management
1b Elect Director Theodore Colbert For For Management
1c Elect Director James C. Collins, Jr. For For Management
1d Elect Director Terrell K. Crews For For Management
1e Elect Director Ellen de Brabander For For Management
1f Elect Director Suzan F. Harrison For For Management
1g Elect Director Juan R. Luciano For For Management
1h Elect Director Patrick J. Moore For Against Management
1i Elect Director Debra A. Sandler For For Management
1j Elect Director Lei Z. Schlitz For For Management
1k Elect Director Kelvin R. Westbrook For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Require Independent Board Chair Against Against Shareholder
--------------------------------------------------------------------------------
ARTHUR J. GALLAGHER & CO.
Ticker: AJG Security ID: 363576109
Meeting Date: MAY 09, 2023 Meeting Type: Annual
Record Date: MAR 16, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Sherry S. Barrat For For Management
1b Elect Director William L. Bax For For Management
1c Elect Director Teresa H. Clarke For For Management
1d Elect Director D. John Coldman For For Management
1e Elect Director J. Patrick Gallagher, For Against Management
Jr.
1f Elect Director David S. Johnson For For Management
1g Elect Director Christopher C. Miskel For For Management
1h Elect Director Ralph J. Nicoletti For For Management
1i Elect Director Norman L. Rosenthal For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Amend Certificate of Incorporation to For For Management
Limit the Personal Liability of
Certain Officers
--------------------------------------------------------------------------------
AT&T INC.
Ticker: T Security ID: 00206R102
Meeting Date: MAY 18, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Scott T. Ford For For Management
1.2 Elect Director Glenn H. Hutchins For Against Management
1.3 Elect Director William E. Kennard For For Management
1.4 Elect Director Stephen J. Luczo For For Management
1.5 Elect Director Michael B. McCallister For For Management
1.6 Elect Director Beth E. Mooney For For Management
1.7 Elect Director Matthew K. Rose For For Management
1.8 Elect Director John T. Stankey For For Management
1.9 Elect Director Cynthia B. Taylor For For Management
1.10 Elect Director Luis A. Ubinas For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Require Independent Board Chair Against For Shareholder
6 Commission Third Party Racial Equity Against For Shareholder
Audit
--------------------------------------------------------------------------------
ATLASSIAN CORPORATION PLC
Ticker: TEAM Security ID: G06242111
Meeting Date: AUG 22, 2022 Meeting Type: Special
Record Date: AUG 08, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1 Approve Scheme of Arrangement For For Management
--------------------------------------------------------------------------------
ATLASSIAN CORPORATION PLC
Ticker: TEAM Security ID: G06242104
Meeting Date: AUG 22, 2022 Meeting Type: Court
Record Date: AUG 08, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1 Approve Scheme of Arrangement For For Management
--------------------------------------------------------------------------------
AUTODESK, INC.
Ticker: ADSK Security ID: 052769106
Meeting Date: JUN 21, 2023 Meeting Type: Annual
Record Date: APR 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Andrew Anagnost For For Management
1b Elect Director Karen Blasing For For Management
1c Elect Director Reid French For For Management
1d Elect Director Ayanna Howard For For Management
1e Elect Director Blake Irving For For Management
1f Elect Director Mary T. McDowell For For Management
1g Elect Director Stephen Milligan For For Management
1h Elect Director Lorrie M. Norrington For For Management
1i Elect Director Elizabeth (Betsy) Rafael For For Management
1j Elect Director Rami Rahim For For Management
1k Elect Director Stacy J. Smith For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
AUTOZONE, INC.
Ticker: AZO Security ID: 053332102
Meeting Date: DEC 14, 2022 Meeting Type: Annual
Record Date: OCT 17, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Michael A. George For For Management
1.2 Elect Director Linda A. Goodspeed For For Management
1.3 Elect Director Earl G. Graves, Jr. For Against Management
1.4 Elect Director Enderson Guimaraes For For Management
1.5 Elect Director Brian P. Hannasch For For Management
1.6 Elect Director D. Bryan Jordan For For Management
1.7 Elect Director Gale V. King For For Management
1.8 Elect Director George R. Mrkonic, Jr. For Against Management
1.9 Elect Director William C. Rhodes, III For For Management
1.10 Elect Director Jill A. Soltau For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
BAKER HUGHES COMPANY
Ticker: BKR Security ID: 05722G100
Meeting Date: MAY 16, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director W. Geoffrey Beattie For For Management
1.2 Elect Director Gregory D. Brenneman For For Management
1.3 Elect Director Cynthia B. Carroll For For Management
1.4 Elect Director Nelda J. Connors For For Management
1.5 Elect Director Michael R. Dumais For For Management
1.6 Elect Director Lynn L. Elsenhans For For Management
1.7 Elect Director John G. Rice For For Management
1.8 Elect Director Lorenzo Simonelli For For Management
1.9 Elect Director Mohsen Sohi For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Ratify KPMG LLP as Auditors For For Management
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
BANK OF AMERICA CORPORATION
Ticker: BAC Security ID: 060505104
Meeting Date: APR 25, 2023 Meeting Type: Annual
Record Date: MAR 01, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Sharon L. Allen For For Management
1b Elect Director Jose (Joe) E. Almeida For For Management
1c Elect Director Frank P. Bramble, Sr. For For Management
1d Elect Director Pierre J.P. de Weck For For Management
1e Elect Director Arnold W. Donald For For Management
1f Elect Director Linda P. Hudson For For Management
1g Elect Director Monica C. Lozano For For Management
1h Elect Director Brian T. Moynihan For For Management
1i Elect Director Lionel L. Nowell, III For For Management
1j Elect Director Denise L. Ramos For For Management
1k Elect Director Clayton S. Rose For For Management
1l Elect Director Michael D. White For For Management
1m Elect Director Thomas D. Woods For For Management
1n Elect Director Maria T. Zuber For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
5 Amend Omnibus Stock Plan For For Management
6 Require Independent Board Chair Against For Shareholder
7 Submit Severance Agreement Against Against Shareholder
(Change-in-Control) to Shareholder Vote
8 Disclose 2030 Absolute GHG Reduction Against For Shareholder
Targets Associated with Lending and
Underwriting
9 Report on Climate Transition Plan Against For Shareholder
Describing Efforts to Align Financing
Activities with GHG Targets
10 Adopt Time-Bound Policy to Phase Out Against Against Shareholder
Underwriting and Lending for New
Fossil Fuel Development
11 Commission Third Party Racial Equity Against Against Shareholder
Audit
--------------------------------------------------------------------------------
BATH & BODY WORKS, INC.
Ticker: BBWI Security ID: 070830104
Meeting Date: JUN 08, 2023 Meeting Type: Annual
Record Date: APR 10, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Patricia S. Bellinger For For Management
1.2 Elect Director Alessandro Bogliolo For For Management
1.3 Elect Director Gina R. Boswell For For Management
1.4 Elect Director Lucy O. Brady For For Management
1.5 Elect Director Francis A. Hondal For For Management
1.6 Elect Director Thomas J. Kuhn For For Management
1.7 Elect Director Danielle M. Lee For For Management
1.8 Elect Director Michael G. Morris For For Management
1.9 Elect Director Sarah E. Nash For For Management
1.10 Elect Director Juan Rajlin For For Management
1.11 Elect Director Stephen D. Steinour For For Management
1.12 Elect Director J.K. Symancyk For For Management
1.13 Elect Director Steven E. Voskuil For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Require Independent Board Chair Against For Shareholder
--------------------------------------------------------------------------------
BECTON, DICKINSON AND COMPANY
Ticker: BDX Security ID: 075887109
Meeting Date: JAN 24, 2023 Meeting Type: Annual
Record Date: DEC 05, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director William M. Brown For For Management
1.2 Elect Director Catherine M. Burzik For For Management
1.3 Elect Director Carrie L. Byington For For Management
1.4 Elect Director R. Andrew Eckert For For Management
1.5 Elect Director Claire M. Fraser For For Management
1.6 Elect Director Jeffrey W. Henderson For For Management
1.7 Elect Director Christopher Jones For Against Management
1.8 Elect Director Marshall O. Larsen For For Management
1.9 Elect Director Thomas E. Polen For For Management
1.10 Elect Director Timothy M. Ring For For Management
1.11 Elect Director Bertram L. Scott For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Amend Omnibus Stock Plan For For Management
6 Submit Severance Agreement Against For Shareholder
(Change-in-Control) to Shareholder Vote
--------------------------------------------------------------------------------
BERKSHIRE HATHAWAY INC.
Ticker: BRK.B Security ID: 084670702
Meeting Date: MAY 06, 2023 Meeting Type: Annual
Record Date: MAR 08, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Warren E. Buffett For For Management
1.2 Elect Director Charles T. Munger For For Management
1.3 Elect Director Gregory E. Abel For For Management
1.4 Elect Director Howard G. Buffett For For Management
1.5 Elect Director Susan A. Buffett For For Management
1.6 Elect Director Stephen B. Burke For For Management
1.7 Elect Director Kenneth I. Chenault For For Management
1.8 Elect Director Christopher C. Davis For Withhold Management
1.9 Elect Director Susan L. Decker For Withhold Management
1.10 Elect Director Charlotte Guyman For Withhold Management
1.11 Elect Director Ajit Jain For For Management
1.12 Elect Director Thomas S. Murphy, Jr. For For Management
1.13 Elect Director Ronald L. Olson For For Management
1.14 Elect Director Wallace R. Weitz For For Management
1.15 Elect Director Meryl B. Witmer For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Three One Year Management
Years
4 Report on Physical and Transitional Against For Shareholder
Climate-Related Risks and Opportunities
5 Report on Audit Committee's Oversight Against For Shareholder
on Climate Risks and Disclosures
6 Report If and How Company Will Against For Shareholder
Measure, Disclose and Reduce GHG
Emissions
7 Report on Effectiveness of Diversity, Against For Shareholder
Equity, and Inclusion Efforts
8 Require Independent Board Chair Against Against Shareholder
9 Encourage Senior Management Commitment Against Against Shareholder
to Avoid Political Speech
--------------------------------------------------------------------------------
BIO-RAD LABORATORIES, INC.
Ticker: BIO Security ID: 090572207
Meeting Date: APR 25, 2023 Meeting Type: Annual
Record Date: FEB 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Melinda Litherland For For Management
1.2 Elect Director Arnold A. Pinkston For For Management
2 Ratify KPMG LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency Three One Year Management
Years
5 Report on Political Contributions and Against For Shareholder
Expenditures
--------------------------------------------------------------------------------
BOOKING HOLDINGS INC.
Ticker: BKNG Security ID: 09857L108
Meeting Date: JUN 06, 2023 Meeting Type: Annual
Record Date: APR 11, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Glenn D. Fogel For For Management
1.2 Elect Director Mirian M. Graddick-Weir For For Management
1.3 Elect Director Wei Hopeman For For Management
1.4 Elect Director Robert J. Mylod, Jr. For For Management
1.5 Elect Director Charles H. Noski For For Management
1.6 Elect Director Larry Quinlan For For Management
1.7 Elect Director Nicholas J. Read For For Management
1.8 Elect Director Thomas E. Rothman For For Management
1.9 Elect Director Sumit Singh For For Management
1.10 Elect Director Lynn Vojvodich For For Management
Radakovich
1.11 Elect Director Vanessa A. Wittman For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify Deloitte & Touche LLP as For Against Management
Auditors
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Submit Severance Agreement Against Against Shareholder
(Change-in-Control) to Shareholder Vote
--------------------------------------------------------------------------------
BOSTON SCIENTIFIC CORPORATION
Ticker: BSX Security ID: 101137107
Meeting Date: MAY 04, 2023 Meeting Type: Annual
Record Date: MAR 10, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Nelda J. Connors For For Management
1b Elect Director Charles J. Dockendorff For For Management
1c Elect Director Yoshiaki Fujimori For For Management
1d Elect Director Edward J. Ludwig For For Management
1e Elect Director Michael F. Mahoney For For Management
1f Elect Director David J. Roux For For Management
1g Elect Director John E. Sununu For Against Management
1h Elect Director David S. Wichmann For For Management
1i Elect Director Ellen M. Zane For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
--------------------------------------------------------------------------------
BRISTOL-MYERS SQUIBB COMPANY
Ticker: BMY Security ID: 110122108
Meeting Date: MAY 02, 2023 Meeting Type: Annual
Record Date: MAR 13, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1A Elect Director Peter J. Arduini For For Management
1B Elect Director Deepak L. Bhatt For For Management
1C Elect Director Giovanni Caforio For For Management
1D Elect Director Julia A. Haller For For Management
1E Elect Director Manuel Hidalgo Medina For For Management
1F Elect Director Paula A. Price For For Management
1G Elect Director Derica W. Rice For For Management
1H Elect Director Theodore R. Samuels For For Management
1I Elect Director Gerald L. Storch For For Management
1J Elect Director Karen H. Vousden For For Management
1K Elect Director Phyllis R. Yale For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For For Management
Auditors
5 Require Independent Board Chair Against Against Shareholder
6 Commission a Civil Rights and Against Against Shareholder
Non-Discrimination Audit
7 Amend Right to Call Special Meeting Against Against Shareholder
--------------------------------------------------------------------------------
BROADCOM INC.
Ticker: AVGO Security ID: 11135F101
Meeting Date: APR 03, 2023 Meeting Type: Annual
Record Date: FEB 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Diane M. Bryant For For Management
1b Elect Director Gayla J. Delly For For Management
1c Elect Director Raul J. Fernandez For For Management
1d Elect Director Eddy W. Hartenstein For For Management
1e Elect Director Check Kian Low For For Management
1f Elect Director Justine F. Page For For Management
1g Elect Director Henry Samueli For For Management
1h Elect Director Hock E. Tan For For Management
1i Elect Director Harry L. You For Against Management
2 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
3 Amend Omnibus Stock Plan For Against Management
4 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
5 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
BROWN & BROWN, INC.
Ticker: BRO Security ID: 115236101
Meeting Date: MAY 03, 2023 Meeting Type: Annual
Record Date: FEB 27, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director J. Hyatt Brown For For Management
1.2 Elect Director J. Powell Brown For For Management
1.3 Elect Director Lawrence L. For For Management
Gellerstedt, III
1.4 Elect Director James C. Hays For For Management
1.5 Elect Director Theodore J. Hoepner For For Management
1.6 Elect Director James S. Hunt For For Management
1.7 Elect Director Toni Jennings For For Management
1.8 Elect Director Timothy R.M. Main For For Management
1.9 Elect Director Jaymin B. Patel For For Management
1.10 Elect Director H. Palmer Proctor, Jr. For Withhold Management
1.11 Elect Director Wendell S. Reilly For For Management
1.12 Elect Director Chilton D. Varner For For Management
2 Ratify Deloitte & Touche LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
BUILDERS FIRSTSOURCE, INC.
Ticker: BLDR Security ID: 12008R107
Meeting Date: JUN 14, 2023 Meeting Type: Annual
Record Date: APR 17, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Paul S. Levy For Against Management
1.2 Elect Director Cory J. Boydston For For Management
1.3 Elect Director James O'Leary For For Management
1.4 Elect Director Craig A. Steinke For Against Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
5 Adopt Short, Medium, and Long-Term GHG Against For Shareholder
Emissions Reduction Targets
--------------------------------------------------------------------------------
C.H. ROBINSON WORLDWIDE, INC.
Ticker: CHRW Security ID: 12541W209
Meeting Date: MAY 04, 2023 Meeting Type: Annual
Record Date: MAR 08, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Scott P. Anderson For For Management
1b Elect Director James J. Barber, Jr. For For Management
1c Elect Director Kermit R. Crawford For Against Management
1d Elect Director Timothy C. Gokey For For Management
1e Elect Director Mark A. Goodburn For For Management
1f Elect Director Mary J. Steele Guilfoile For For Management
1g Elect Director Jodee A. Kozlak For For Management
1h Elect Director Henry J. Maier For For Management
1i Elect Director James B. Stake For For Management
1j Elect Director Paula C. Tolliver For For Management
1k Elect Director Henry W. 'Jay' Winship For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For Against Management
Auditors
--------------------------------------------------------------------------------
CABLE ONE, INC.
Ticker: CABO Security ID: 12685J105
Meeting Date: MAY 19, 2023 Meeting Type: Annual
Record Date: APR 03, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Brad D. Brian For Against Management
1b Elect Director Deborah J. Kissire For For Management
1c Elect Director Julia M. Laulis For For Management
1d Elect Director Mary E. Meduski For For Management
1e Elect Director Thomas O. Might For For Management
1f Elect Director Sherrese M. Smith For For Management
1g Elect Director Wallace R. Weitz For For Management
1h Elect Director Katharine B. Weymouth For For Management
2 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
CADENCE DESIGN SYSTEMS, INC.
Ticker: CDNS Security ID: 127387108
Meeting Date: MAY 04, 2023 Meeting Type: Annual
Record Date: MAR 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Mark W. Adams For For Management
1.2 Elect Director Ita Brennan For Against Management
1.3 Elect Director Lewis Chew For For Management
1.4 Elect Director Anirudh Devgan For For Management
1.5 Elect Director ML Krakauer For For Management
1.6 Elect Director Julia Liuson For For Management
1.7 Elect Director James D. Plummer For For Management
1.8 Elect Director Alberto For For Management
Sangiovanni-Vincentelli
1.9 Elect Director John B. Shoven For For Management
1.10 Elect Director Young K. Sohn For For Management
2 Amend Omnibus Stock Plan For For Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
6 Remove One-Year Holding Period Against Against Shareholder
Requirement to Call Special Meeting
--------------------------------------------------------------------------------
CAPITAL ONE FINANCIAL CORPORATION
Ticker: COF Security ID: 14040H105
Meeting Date: MAY 04, 2023 Meeting Type: Annual
Record Date: MAR 08, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Richard D. Fairbank For For Management
1b Elect Director Ime Archibong For For Management
1c Elect Director Christine Detrick For Against Management
1d Elect Director Ann Fritz Hackett For Against Management
1e Elect Director Peter Thomas Killalea For For Management
1f Elect Director Cornelis "Eli" Leenaars For For Management
1g Elect Director Francois Locoh-Donou For For Management
1h Elect Director Peter E. Raskind For For Management
1i Elect Director Eileen Serra For For Management
1j Elect Director Mayo A. Shattuck, III For For Management
1k Elect Director Bradford H. Warner For For Management
1l Elect Director Craig Anthony Williams For For Management
2 Eliminate Supermajority Vote For For Management
Requirement
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
5 Amend Omnibus Stock Plan For For Management
6 Ratify Ernst & Young LLP as Auditors For Against Management
7 Adopt Simple Majority Vote Against For Shareholder
8 Report on Board Oversight of Risks Against Against Shareholder
Related to Discrimination
9 Disclose Board Skills and Diversity Against For Shareholder
Matrix
--------------------------------------------------------------------------------
CATERPILLAR INC.
Ticker: CAT Security ID: 149123101
Meeting Date: JUN 14, 2023 Meeting Type: Annual
Record Date: APR 17, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Kelly A. Ayotte For For Management
1.2 Elect Director David L. Calhoun For For Management
1.3 Elect Director Daniel M. Dickinson For For Management
1.4 Elect Director James C. Fish, Jr. For For Management
1.5 Elect Director Gerald Johnson For For Management
1.6 Elect Director David W. MacLennan For For Management
1.7 Elect Director Judith F. Marks For For Management
1.8 Elect Director Debra L. Reed-Klages For For Management
1.9 Elect Director Susan C. Schwab For For Management
1.10 Elect Director D. James Umpleby, III For For Management
1.11 Elect Director Rayford Wilkins, Jr. For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Approve Omnibus Stock Plan For For Management
6 Report on Climate Lobbying Against For Shareholder
7 Report on Lobbying Payments and Policy Against For Shareholder
8 Report on Due Diligence Process of Against For Shareholder
Doing Business in Conflict Affected
Areas
9 Report on Civil Rights and Against Against Shareholder
Non-Discrimination Audit
--------------------------------------------------------------------------------
CHARTER COMMUNICATIONS, INC.
Ticker: CHTR Security ID: 16119P108
Meeting Date: APR 25, 2023 Meeting Type: Annual
Record Date: FEB 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director W. Lance Conn For Against Management
1b Elect Director Kim C. Goodman For For Management
1c Elect Director Craig A. Jacobson For For Management
1d Elect Director Gregory B. Maffei For Against Management
1e Elect Director John D. Markley, Jr. For Against Management
1f Elect Director David C. Merritt For For Management
1g Elect Director James E. Meyer For For Management
1h Elect Director Steven A. Miron For For Management
1i Elect Director Balan Nair For For Management
1j Elect Director Michael A. Newhouse For For Management
1k Elect Director Mauricio Ramos For For Management
1l Elect Director Thomas M. Rutledge For For Management
1m Elect Director Eric L. Zinterhofer For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Three One Year Management
Years
4 Ratify KPMG LLP as Auditors For Against Management
5 Report on Lobbying Payments and Policy Against For Shareholder
--------------------------------------------------------------------------------
CHENIERE ENERGY, INC.
Ticker: LNG Security ID: 16411R208
Meeting Date: MAY 11, 2023 Meeting Type: Annual
Record Date: MAR 27, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director G. Andrea Botta For Against Management
1b Elect Director Jack A. Fusco For For Management
1c Elect Director Patricia K. Collawn For For Management
1d Elect Director Brian E. Edwards For For Management
1e Elect Director Denise Gray For For Management
1f Elect Director Lorraine Mitchelmore For For Management
1g Elect Director Donald F. Robillard, Jr. For For Management
1h Elect Director Matthew Runkle For For Management
1i Elect Director Neal A. Shear For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify KPMG LLP as Auditors For For Management
5 Report on Stranded Carbon Asset Risk Against For Shareholder
--------------------------------------------------------------------------------
CHEVRON CORPORATION
Ticker: CVX Security ID: 166764100
Meeting Date: MAY 31, 2023 Meeting Type: Annual
Record Date: APR 03, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Wanda M. Austin For For Management
1b Elect Director John B. Frank For For Management
1c Elect Director Alice P. Gast For For Management
1d Elect Director Enrique Hernandez, Jr. For For Management
1e Elect Director Marillyn A. Hewson For For Management
1f Elect Director Jon M. Huntsman, Jr. For For Management
1g Elect Director Charles W. Moorman For For Management
1h Elect Director Dambisa F. Moyo For For Management
1i Elect Director Debra Reed-Klages For For Management
1j Elect Director D. James Umpleby, III For For Management
1k Elect Director Cynthia J. Warner For For Management
1l Elect Director Michael K. (Mike) Wirth For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Rescind Scope 3 GHG Reduction Proposal Against Against Shareholder
6 Adopt Medium-Term Scope 3 GHG Against For Shareholder
Reduction Target
7 Recalculate GHG Emissions Baseline to Against For Shareholder
Exclude Emissions from Material
Divestitures
8 Establish Board Committee on Against Against Shareholder
Decarbonization Risk
9 Report on Social Impact From Plant Against For Shareholder
Closure or Energy Transition
10 Oversee and Report a Racial Equity Against For Shareholder
Audit
11 Publish a Tax Transparency Report Against For Shareholder
12 Require Independent Board Chair Against Against Shareholder
--------------------------------------------------------------------------------
CHUBB LIMITED
Ticker: CB Security ID: H1467J104
Meeting Date: MAY 17, 2023 Meeting Type: Annual
Record Date: MAR 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1 Accept Financial Statements and For For Management
Statutory Reports
2.1 Allocate Disposable Profit For For Management
2.2 Approve Dividend Distribution From For For Management
Legal Reserves Through Capital
Contributions Reserve Subaccount
3 Approve Discharge of Board of Directors For For Management
4.1 Ratify PricewaterhouseCoopers AG For Against Management
(Zurich) as Statutory Auditor
4.2 Ratify PricewaterhouseCoopers LLP For Against Management
(United States) as Independent
Registered Accounting Firm
4.3 Ratify BDO AG (Zurich) as Special For For Management
Audit Firm
5.1 Elect Director Evan G. Greenberg For For Management
5.2 Elect Director Michael P. Connors For Against Management
5.3 Elect Director Michael G. Atieh For For Management
5.4 Elect Director Kathy Bonanno For For Management
5.5 Elect Director Nancy K. Buese For For Management
5.6 Elect Director Sheila P. Burke For For Management
5.7 Elect Director Michael L. Corbat For For Management
5.8 Elect Director Robert J. Hugin For For Management
5.9 Elect Director Robert W. Scully For For Management
5.10 Elect Director Theodore E. Shasta For For Management
5.11 Elect Director David H. Sidwell For For Management
5.12 Elect Director Olivier Steimer For For Management
5.13 Elect Director Frances F. Townsend For Against Management
6 Elect Evan G. Greenberg as Board For For Management
Chairman
7.1 Elect Michael P. Connors as Member of For For Management
the Compensation Committee
7.2 Elect David H. Sidwell as Member of For For Management
the Compensation Committee
7.3 Elect Frances F. Townsend as Member of For For Management
the Compensation Committee
8 Designate Homburger AG as Independent For For Management
Proxy
9.1 Amend Articles Relating to Swiss For For Management
Corporate Law Updates
9.2 Amend Articles to Advance Notice Period For For Management
10.1 Cancel Repurchased Shares For For Management
10.2 Reduction of Par Value For For Management
11.1 Approve Remuneration of Directors in For For Management
the Amount of USD 5.5 Million
11.2 Approve Remuneration of Executive For For Management
Management in the Amount of USD 65
Million for Fiscal 2024
11.3 Approve Remuneration Report For For Management
12 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
13 Advisory Vote on Say on Pay Frequency One Year One Year Management
14 Report on GHG Emissions Reduction Against For Shareholder
Targets Aligned with the Paris
Agreement Goal
15 Report on Human Rights Risk Assessment Against For Shareholder
--------------------------------------------------------------------------------
CHURCH & DWIGHT CO., INC.
Ticker: CHD Security ID: 171340102
Meeting Date: APR 27, 2023 Meeting Type: Annual
Record Date: MAR 01, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Bradlen S. Cashaw For For Management
1b Elect Director Matthew T. Farrell For For Management
1c Elect Director Bradley C. Irwin For For Management
1d Elect Director Penry W. Price For For Management
1e Elect Director Susan G. Saideman For For Management
1f Elect Director Ravichandra K. Saligram For For Management
1g Elect Director Robert K. Shearer For For Management
1h Elect Director Janet S. Vergis For Against Management
1i Elect Director Arthur B. Winkleblack For For Management
1j Elect Director Laurie J. Yoler For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For Against Management
Auditors
5 Approve Qualified Employee Stock For For Management
Purchase Plan
6 Require Independent Board Chair Against For Shareholder
--------------------------------------------------------------------------------
CINTAS CORPORATION
Ticker: CTAS Security ID: 172908105
Meeting Date: OCT 25, 2022 Meeting Type: Annual
Record Date: AUG 29, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Gerald S. Adolph For For Management
1b Elect Director John F. Barrett For For Management
1c Elect Director Melanie W. Barstad For For Management
1d Elect Director Karen L. Carnahan For For Management
1e Elect Director Robert E. Coletti For For Management
1f Elect Director Scott D. Farmer For For Management
1g Elect Director Joseph Scaminace For Against Management
1h Elect Director Todd M. Schneider For For Management
1i Elect Director Ronald W. Tysoe For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors For Against Management
4 Eliminate Supermajority Vote For For Management
Requirement for Business Combinations
with Interested Persons
5 Eliminate Supermajority Vote For For Management
Requirement to Remove Directors for
Cause
6 Eliminate Supermajority Vote For For Management
Requirement for Shareholder Approval
of Mergers, Share Exchanges, Asset
Sales and Dissolutions
7 Reduce Ownership Threshold for Against For Shareholder
Shareholders to Call Special Meeting
8 Report on Political Contributions Against For Shareholder
--------------------------------------------------------------------------------
CISCO SYSTEMS, INC.
Ticker: CSCO Security ID: 17275R102
Meeting Date: DEC 08, 2022 Meeting Type: Annual
Record Date: OCT 10, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director M. Michele Burns For For Management
1b Elect Director Wesley G. Bush For For Management
1c Elect Director Michael D. Capellas For For Management
1d Elect Director Mark Garrett For For Management
1e Elect Director John D. Harris, II For For Management
1f Elect Director Kristina M. Johnson For For Management
1g Elect Director Roderick C. McGeary For For Management
1h Elect Director Sarah Rae Murphy For For Management
1i Elect Director Charles H. Robbins For For Management
1j Elect Director Brenton L. Saunders For Against Management
1k Elect Director Lisa T. Su For For Management
1l Elect Director Marianna Tessel For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
4 Report on Tax Transparency Set Forth Against Against Shareholder
in the Global Reporting Initiative's
Tax Standard
--------------------------------------------------------------------------------
CITIZENS FINANCIAL GROUP INC.
Ticker: CFG Security ID: 174610105
Meeting Date: APR 27, 2023 Meeting Type: Annual
Record Date: FEB 28, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Bruce Van Saun For For Management
1.2 Elect Director Lee Alexander For For Management
1.3 Elect Director Christine M. Cumming For For Management
1.4 Elect Director Kevin Cummings For For Management
1.5 Elect Director William P. Hankowsky For For Management
1.6 Elect Director Edward J. Kelly, III For For Management
1.7 Elect Director Robert G. Leary For For Management
1.8 Elect Director Terrance J. Lillis For For Management
1.9 Elect Director Michele N. Siekerka For For Management
1.10 Elect Director Shivan Subramaniam For Against Management
1.11 Elect Director Christopher J. Swift For For Management
1.12 Elect Director Wendy A. Watson For For Management
1.13 Elect Director Marita Zuraitis For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify Deloitte & Touche LLP as For Against Management
Auditors
--------------------------------------------------------------------------------
CNA FINANCIAL CORPORATION
Ticker: CNA Security ID: 126117100
Meeting Date: APR 26, 2023 Meeting Type: Annual
Record Date: MAR 03, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Michael A. Bless For For Management
1.2 Elect Director Jose O. Montemayor For For Management
1.3 Elect Director Don M. Randel For For Management
1.4 Elect Director Andre Rice For For Management
1.5 Elect Director Dino E. Robusto For For Management
1.6 Elect Director Kenneth I. Siegel For For Management
1.7 Elect Director Andrew H. Tisch For For Management
1.8 Elect Director Benjamin J. Tisch For For Management
1.9 Elect Director James S. Tisch For Withhold Management
1.10 Elect Director Jane J. Wang For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For Against Management
Auditors
--------------------------------------------------------------------------------
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION
Ticker: CTSH Security ID: 192446102
Meeting Date: JUN 06, 2023 Meeting Type: Annual
Record Date: APR 10, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Zein Abdalla For Against Management
1b Elect Director Vinita Bali For For Management
1c Elect Director Eric Branderiz For For Management
1d Elect Director Archana Deskus For For Management
1e Elect Director John M. Dineen For For Management
1f Elect Director Nella Domenici For For Management
1g Elect Director Ravi Kumar S For For Management
1h Elect Director Leo S. Mackay, Jr. For For Management
1i Elect Director Michael Patsalos-Fox For For Management
1j Elect Director Stephen J. Rohleder For For Management
1k Elect Director Abraham "Bram" Schot For For Management
1l Elect Director Joseph M. Velli For For Management
1m Elect Director Sandra S. Wijnberg For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Approve Omnibus Stock Plan For For Management
5 Amend Qualified Employee Stock For For Management
Purchase Plan
6 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
7 Amend Bylaws Against Against Shareholder
8 Submit Severance Agreement Against Against Shareholder
(Change-in-Control) to Shareholder Vote
--------------------------------------------------------------------------------
COLGATE-PALMOLIVE COMPANY
Ticker: CL Security ID: 194162103
Meeting Date: MAY 12, 2023 Meeting Type: Annual
Record Date: MAR 13, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director John P. Bilbrey For For Management
1b Elect Director John T. Cahill For For Management
1c Elect Director Steve Cahillane For For Management
1d Elect Director Lisa M. Edwards For For Management
1e Elect Director C. Martin Harris For For Management
1f Elect Director Martina Hund-Mejean For For Management
1g Elect Director Kimberly A. Nelson For For Management
1h Elect Director Lorrie M. Norrington For For Management
1i Elect Director Michael B. Polk For For Management
1j Elect Director Stephen I. Sadove For For Management
1k Elect Director Noel R. Wallace For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Require Independent Board Chair Against For Shareholder
6 Adopt Share Retention Policy For Against For Shareholder
Senior Executives
--------------------------------------------------------------------------------
COMCAST CORPORATION
Ticker: CMCSA Security ID: 20030N101
Meeting Date: JUN 07, 2023 Meeting Type: Annual
Record Date: APR 03, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Kenneth J. Bacon For Withhold Management
1.2 Elect Director Thomas J. Baltimore, Jr. For For Management
1.3 Elect Director Madeline S. Bell For For Management
1.4 Elect Director Edward D. Breen For For Management
1.5 Elect Director Gerald L. Hassell For For Management
1.6 Elect Director Jeffrey A. Honickman For For Management
1.7 Elect Director Maritza G. Montiel For For Management
1.8 Elect Director Asuka Nakahara For For Management
1.9 Elect Director David C. Novak For For Management
1.10 Elect Director Brian L. Roberts For For Management
2 Ratify Deloitte & Touche LLP as For Against Management
Auditors
3 Approve Omnibus Stock Plan For For Management
4 Amend Qualified Employee Stock For For Management
Purchase Plan
5 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
6 Advisory Vote on Say on Pay Frequency One Year One Year Management
7 Oversee and Report on a Racial Equity Against For Shareholder
Audit
8 Report on Climate Risk in Retirement Against For Shareholder
Plan Options
9 Report on GHG Emissions Reduction Against For Shareholder
Targets Aligned with the Paris
Agreement Goal
10 Report on Congruency of Political Against For Shareholder
Spending with Company Values and
Priorities
11 Report on Risks Related to Operations Against Against Shareholder
in China
--------------------------------------------------------------------------------
COMERICA INCORPORATED
Ticker: CMA Security ID: 200340107
Meeting Date: APR 25, 2023 Meeting Type: Annual
Record Date: FEB 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Nancy Avila For For Management
1.2 Elect Director Michael E. Collins For For Management
1.3 Elect Director Roger A. Cregg For For Management
1.4 Elect Director Curtis C. Farmer For For Management
1.5 Elect Director Jacqueline P. Kane For Withhold Management
1.6 Elect Director Derek J. Kerr For For Management
1.7 Elect Director Richard G. Lindner For For Management
1.8 Elect Director Jennifer H. Sampson For For Management
1.9 Elect Director Barbara R. Smith For For Management
1.10 Elect Director Robert S. Taubman For For Management
1.11 Elect Director Reginald M. Turner, Jr. For For Management
1.12 Elect Director Nina G. Vaca For For Management
1.13 Elect Director Michael G. Van de Ven For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
CONCENTRIX CORPORATION
Ticker: CNXC Security ID: 20602D101
Meeting Date: MAR 23, 2023 Meeting Type: Annual
Record Date: JAN 25, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Chris Caldwell For For Management
1b Elect Director Teh-Chien Chou For For Management
1c Elect Director LaVerne H. Council For For Management
1d Elect Director Jennifer Deason For For Management
1e Elect Director Kathryn Hayley For For Management
1f Elect Director Kathryn Marinello For For Management
1g Elect Director Dennis Polk For For Management
1h Elect Director Ann Vezina For For Management
2 Ratify KPMG LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
CONOCOPHILLIPS
Ticker: COP Security ID: 20825C104
Meeting Date: MAY 16, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Dennis V. Arriola For For Management
1b Elect Director Jody Freeman For For Management
1c Elect Director Gay Huey Evans For For Management
1d Elect Director Jeffrey A. Joerres For For Management
1e Elect Director Ryan M. Lance For For Management
1f Elect Director Timothy A. Leach For For Management
1g Elect Director William H. McRaven For For Management
1h Elect Director Sharmila Mulligan For For Management
1i Elect Director Eric D. Mullins For For Management
1j Elect Director Arjun N. Murti For For Management
1k Elect Director Robert A. Niblock For Against Management
1l Elect Director David T. Seaton For For Management
1m Elect Director R.A. Walker For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency None One Year Management
5 Provide Right to Call Special Meeting For For Management
6 Approve Omnibus Stock Plan For For Management
7 Require Independent Board Chair Against For Shareholder
8 Adopt Share Retention Policy For Against For Shareholder
Senior Executives
9 Report on Tax Transparency Against Against Shareholder
10 Report on Lobbying Payments and Policy Against For Shareholder
--------------------------------------------------------------------------------
CONSOLIDATED EDISON, INC.
Ticker: ED Security ID: 209115104
Meeting Date: MAY 15, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Timothy P. Cawley For For Management
1.2 Elect Director Ellen V. Futter For For Management
1.3 Elect Director John F. Killian For For Management
1.4 Elect Director Karol V. Mason For For Management
1.5 Elect Director Dwight A. McBride For For Management
1.6 Elect Director William J. Mulrow For Against Management
1.7 Elect Director Armando J. Olivera For For Management
1.8 Elect Director Michael W. Ranger For For Management
1.9 Elect Director Linda S. Sanford For For Management
1.10 Elect Director Deirdre Stanley For For Management
1.11 Elect Director L. Frederick Sutherland For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Approve Omnibus Stock Plan For For Management
--------------------------------------------------------------------------------
COSTCO WHOLESALE CORPORATION
Ticker: COST Security ID: 22160K105
Meeting Date: JAN 19, 2023 Meeting Type: Annual
Record Date: NOV 11, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Susan L. Decker For For Management
1b Elect Director Kenneth D. Denman For For Management
1c Elect Director Richard A. Galanti For For Management
1d Elect Director Hamilton E. James For For Management
1e Elect Director W. Craig Jelinek For For Management
1f Elect Director Sally Jewell For For Management
1g Elect Director Charles T. Munger For For Management
1h Elect Director Jeffrey S. Raikes For Against Management
1i Elect Director John W. Stanton For For Management
1j Elect Director Ron M. Vachris For For Management
1k Elect Director Mary Agnes (Maggie) For For Management
Wilderotter
2 Ratify KPMG LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Report on Risk Due to Restrictions on Against For Shareholder
Reproductive Rights
--------------------------------------------------------------------------------
CROWDSTRIKE HOLDINGS, INC.
Ticker: CRWD Security ID: 22788C105
Meeting Date: JUN 21, 2023 Meeting Type: Annual
Record Date: APR 28, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Johanna Flower For For Management
1.2 Elect Director Denis J. O'Leary For Withhold Management
1.3 Elect Director Godfrey R. Sullivan For For Management
2 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
--------------------------------------------------------------------------------
CROWN CASTLE INC.
Ticker: CCI Security ID: 22822V101
Meeting Date: MAY 17, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director P. Robert Bartolo For For Management
1b Elect Director Jay A. Brown For For Management
1c Elect Director Cindy Christy For For Management
1d Elect Director Ari Q. Fitzgerald For For Management
1e Elect Director Andrea J. Goldsmith For For Management
1f Elect Director Tammy K. Jones For Against Management
1g Elect Director Anthony J. Melone For For Management
1h Elect Director W. Benjamin Moreland For For Management
1i Elect Director Kevin A. Stephens For For Management
1j Elect Director Matthew Thornton, III For For Management
2 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Amend Charter to Allow Exculpation of For For Management
Certain Officers
--------------------------------------------------------------------------------
CUMMINS INC.
Ticker: CMI Security ID: 231021106
Meeting Date: MAY 09, 2023 Meeting Type: Annual
Record Date: MAR 07, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1 Elect Director N. Thomas Linebarger For For Management
2 Elect Director Jennifer W. Rumsey For For Management
3 Elect Director Gary L. Belske For For Management
4 Elect Director Robert J. Bernhard For For Management
5 Elect Director Bruno V. Di Leo Allen For For Management
6 Elect Director Stephen B. Dobbs For For Management
7 Elect Director Carla A. Harris For Against Management
8 Elect Director Thomas J. Lynch For For Management
9 Elect Director William I. Miller For For Management
10 Elect Director Georgia R. Nelson For For Management
11 Elect Director Kimberly A. Nelson For For Management
12 Elect Director Karen H. Quintos For For Management
13 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
14 Advisory Vote on Say on Pay Frequency One Year One Year Management
15 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
16 Amend Nonqualified Employee Stock For For Management
Purchase Plan
17 Require Independent Board Chairman Against Against Shareholder
18 Disclose Plan to Link Executive Against For Shareholder
Compensation to GHG Emissions
Reduction Goals
--------------------------------------------------------------------------------
CVS HEALTH CORPORATION
Ticker: CVS Security ID: 126650100
Meeting Date: MAY 18, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Fernando Aguirre For For Management
1b Elect Director Jeffrey R. Balser For For Management
1c Elect Director C. David Brown, II For For Management
1d Elect Director Alecia A. DeCoudreaux For For Management
1e Elect Director Nancy-Ann M. DeParle For For Management
1f Elect Director Roger N. Farah For For Management
1g Elect Director Anne M. Finucane For For Management
1h Elect Director Edward J. Ludwig For For Management
1i Elect Director Karen S. Lynch For For Management
1j Elect Director Jean-Pierre Millon For For Management
1k Elect Director Mary L. Schapiro For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Adopt a Paid Sick Leave Policy Against For Shareholder
6 Reduce Ownership Threshold for Against For Shareholder
Shareholders to Call Special Meeting
7 Amend Bylaws to Require Shareholder Against Against Shareholder
Approval of Certain Provisions Related
to Director Nominations by Shareholders
8 Commission Third Party Assessment on Against For Shareholder
Company's Commitment to Freedom of
Association and Collective Bargaining
Rights
9 Adopt Policy Prohibiting Directors Against Against Shareholder
from Simultaneously Sitting on the
Board of Directors of Any Other Company
--------------------------------------------------------------------------------
DANAHER CORPORATION
Ticker: DHR Security ID: 235851102
Meeting Date: MAY 09, 2023 Meeting Type: Annual
Record Date: MAR 10, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Rainer M. Blair For For Management
1b Elect Director Feroz Dewan For For Management
1c Elect Director Linda Filler For Against Management
1d Elect Director Teri List For For Management
1e Elect Director Walter G. Lohr, Jr. For For Management
1f Elect Director Jessica L. Mega For For Management
1g Elect Director Mitchell P. Rales For For Management
1h Elect Director Steven M. Rales For For Management
1i Elect Director Pardis C. Sabeti For For Management
1j Elect Director A. Shane Sanders For For Management
1k Elect Director John T. Schwieters For Against Management
1l Elect Director Alan G. Spoon For For Management
1m Elect Director Raymond C. Stevens For For Management
1n Elect Director Elias A. Zerhouni For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Require Independent Board Chair Against For Shareholder
6 Report on Effectiveness of Diversity, Against For Shareholder
Equity, and Inclusion Efforts
--------------------------------------------------------------------------------
DAVITA INC.
Ticker: DVA Security ID: 23918K108
Meeting Date: JUN 06, 2023 Meeting Type: Annual
Record Date: APR 14, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Pamela M. Arway For For Management
1b Elect Director Charles G. Berg For For Management
1c Elect Director Barbara J. Desoer For For Management
1d Elect Director Jason M. Hollar For For Management
1e Elect Director Gregory J. Moore For For Management
1f Elect Director John M. Nehra For For Management
1g Elect Director Javier J. Rodriguez For For Management
1h Elect Director Adam H. Schechter For For Management
1i Elect Director Phyllis R. Yale For For Management
2 Ratify KPMG LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Amend Certificate of Incorporation to For For Management
Provide for the Exculpation of Officers
--------------------------------------------------------------------------------
DEERE & COMPANY
Ticker: DE Security ID: 244199105
Meeting Date: FEB 22, 2023 Meeting Type: Annual
Record Date: DEC 27, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Leanne G. Caret For For Management
1b Elect Director Tamra A. Erwin For For Management
1c Elect Director Alan C. Heuberger For For Management
1d Elect Director Charles O. Holliday, Jr. For For Management
1e Elect Director Michael O. Johanns For For Management
1f Elect Director Clayton M. Jones For For Management
1g Elect Director John C. May For For Management
1h Elect Director Gregory R. Page For For Management
1i Elect Director Sherry M. Smith For For Management
1j Elect Director Dmitri L. Stockton For For Management
1k Elect Director Sheila G. Talton For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For Against Management
Auditors
5 Submit Severance Agreement Against For Shareholder
(Change-in-Control) to Shareholder Vote
--------------------------------------------------------------------------------
DEVON ENERGY CORPORATION
Ticker: DVN Security ID: 25179M103
Meeting Date: JUN 07, 2023 Meeting Type: Annual
Record Date: APR 10, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Barbara M. Baumann For For Management
1.2 Elect Director John E. Bethancourt For For Management
1.3 Elect Director Ann G. Fox For For Management
1.4 Elect Director Gennifer F. Kelly For For Management
1.5 Elect Director Kelt Kindick For For Management
1.6 Elect Director John Krenicki, Jr. For For Management
1.7 Elect Director Karl F. Kurz For For Management
1.8 Elect Director Michael N. Mears For For Management
1.9 Elect Director Robert A. Mosbacher, Jr. For For Management
1.10 Elect Director Richard E. Muncrief For For Management
1.11 Elect Director Valerie M. Williams For For Management
2 Ratify KPMG LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Amend Certificate of Incorporation to For For Management
Add Federal Forum Selection Provision
6 Amend Certificate of Incorporation to For For Management
Adopt Limitations on the Liability of
Officers
7 Amend Right to Call Special Meeting Against For Shareholder
--------------------------------------------------------------------------------
DISCOVER FINANCIAL SERVICES
Ticker: DFS Security ID: 254709108
Meeting Date: MAY 11, 2023 Meeting Type: Annual
Record Date: MAR 13, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Jeffrey S. Aronin For For Management
1.2 Elect Director Mary K. Bush For For Management
1.3 Elect Director Gregory C. Case For For Management
1.4 Elect Director Candace H. Duncan For For Management
1.5 Elect Director Joseph F. Eazor For For Management
1.6 Elect Director Roger C. Hochschild For For Management
1.7 Elect Director Thomas G. Maheras For For Management
1.8 Elect Director John B. Owen For For Management
1.9 Elect Director David L. Rawlinson, II For For Management
1.10 Elect Director Beverley A. Sibblies For For Management
1.11 Elect Director Mark A. Thierer For For Management
1.12 Elect Director Jennifer L. Wong For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Approve Omnibus Stock Plan For For Management
5 Ratify Deloitte & Touche LLP as For For Management
Auditors
--------------------------------------------------------------------------------
DOLLAR GENERAL CORPORATION
Ticker: DG Security ID: 256677105
Meeting Date: MAY 31, 2023 Meeting Type: Annual
Record Date: MAR 22, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Warren F. Bryant For For Management
1b Elect Director Michael M. Calbert For For Management
1c Elect Director Ana M. Chadwick For For Management
1d Elect Director Patricia D. Fili-Krushel For For Management
1e Elect Director Timothy I. McGuire For For Management
1f Elect Director Jeffery C. Owen For For Management
1g Elect Director Debra A. Sandler For For Management
1h Elect Director Ralph E. Santana For For Management
1i Elect Director Todd J. Vasos For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
5 Report on 2025 Cage-Free Egg Goal Against For Shareholder
6 Amend Right to Call Special Meeting Against For Shareholder
7 Oversee and Report a Workplace Health Against For Shareholder
and Safety Audit
--------------------------------------------------------------------------------
DOORDASH, INC.
Ticker: DASH Security ID: 25809K105
Meeting Date: JUN 20, 2023 Meeting Type: Annual
Record Date: APR 21, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Shona L. Brown For Against Management
1b Elect Director Alfred Lin For For Management
1c Elect Director Stanley Tang For Against Management
2 Ratify KPMG LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
DOW INC.
Ticker: DOW Security ID: 260557103
Meeting Date: APR 13, 2023 Meeting Type: Annual
Record Date: FEB 15, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Samuel R. Allen For For Management
1b Elect Director Gaurdie E. Banister, Jr. For For Management
1c Elect Director Wesley G. Bush For For Management
1d Elect Director Richard K. Davis For For Management
1e Elect Director Jerri DeVard For For Management
1f Elect Director Debra L. Dial For For Management
1g Elect Director Jeff M. Fettig For For Management
1h Elect Director Jim Fitterling For For Management
1i Elect Director Jacqueline C. Hinman For For Management
1j Elect Director Luis Alberto Moreno For For Management
1k Elect Director Jill S. Wyant For For Management
1l Elect Director Daniel W. Yohannes For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Ratify Deloitte & Touche LLP as For Against Management
Auditors
4 Require Independent Board Chair Against For Shareholder
5 Commission Audited Report on Reduced Against For Shareholder
Plastics Demand
--------------------------------------------------------------------------------
DROPBOX, INC.
Ticker: DBX Security ID: 26210C104
Meeting Date: MAY 18, 2023 Meeting Type: Annual
Record Date: MAR 23, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Andrew W. Houston For For Management
1.2 Elect Director Donald W. Blair For For Management
1.3 Elect Director Lisa Campbell For Withhold Management
1.4 Elect Director Paul E. Jacobs For Withhold Management
1.5 Elect Director Sara Mathew For Withhold Management
1.6 Elect Director Abhay Parasnis For For Management
1.7 Elect Director Karen Peacock For For Management
1.8 Elect Director Michael Seibel For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
DUN & BRADSTREET HOLDINGS, INC.
Ticker: DNB Security ID: 26484T106
Meeting Date: JUN 15, 2023 Meeting Type: Annual
Record Date: APR 17, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Ellen R. Alemany For Withhold Management
1.2 Elect Director Douglas K. Ammerman For For Management
1.3 Elect Director Chinh E. Chu For For Management
1.4 Elect Director William P. Foley, II For For Management
1.5 Elect Director Thomas M. Hagerty For For Management
1.6 Elect Director Anthony M. Jabbour For For Management
1.7 Elect Director Keith J. Jackson For For Management
1.8 Elect Director Richard N. Massey For For Management
1.9 Elect Director James A. Quella For For Management
1.10 Elect Director Ganesh B. Rao For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify KPMG LLP as Auditors For For Management
--------------------------------------------------------------------------------
DUPONT DE NEMOURS, INC.
Ticker: DD Security ID: 26614N102
Meeting Date: MAY 24, 2023 Meeting Type: Annual
Record Date: MAR 29, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Amy G. Brady For For Management
1b Elect Director Edward D. Breen For For Management
1c Elect Director Ruby R. Chandy For For Management
1d Elect Director Terrence R. Curtin For For Management
1e Elect Director Alexander M. Cutler For For Management
1f Elect Director Eleuthere I. du Pont For For Management
1g Elect Director Kristina M. Johnson For For Management
1h Elect Director Luther C. Kissam For For Management
1i Elect Director Frederick M. Lowery For For Management
1j Elect Director Raymond J. Milchovich For For Management
1k Elect Director Deanna M. Mulligan For For Management
1l Elect Director Steven M. Sterin For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
4 Require Independent Board Chair Against For Shareholder
--------------------------------------------------------------------------------
EATON CORPORATION PLC
Ticker: ETN Security ID: G29183103
Meeting Date: APR 26, 2023 Meeting Type: Annual
Record Date: FEB 27, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Craig Arnold For For Management
1b Elect Director Olivier Leonetti For For Management
1c Elect Director Silvio Napoli For For Management
1d Elect Director Gregory R. Page For For Management
1e Elect Director Sandra Pianalto For For Management
1f Elect Director Robert V. Pragada For For Management
1g Elect Director Lori J. Ryerkerk For For Management
1h Elect Director Gerald B. Smith For For Management
1i Elect Director Dorothy C. Thompson For Against Management
1j Elect Director Darryl L. Wilson For For Management
2 Approve Ernst & Young as Auditors and For Against Management
Authorize Board to Fix Their
Remuneration
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Authorize Issue of Equity with For For Management
Pre-emptive Rights
6 Authorise Issue of Equity without For For Management
Pre-emptive Rights
7 Authorize Share Repurchase of Issued For For Management
Share Capital
--------------------------------------------------------------------------------
ELEVANCE HEALTH, INC.
Ticker: ELV Security ID: 036752103
Meeting Date: MAY 10, 2023 Meeting Type: Annual
Record Date: MAR 17, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Gail K. Boudreaux For For Management
1.2 Elect Director R. Kerry Clark For For Management
1.3 Elect Director Robert L. Dixon, Jr. For For Management
1.4 Elect Director Deanna D. Strable For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
5 Reduce Ownership Threshold for Against For Shareholder
Shareholders to Call Special Meeting
6 Annually Report Third Party Political Against For Shareholder
Contributions
--------------------------------------------------------------------------------
ELI LILLY AND COMPANY
Ticker: LLY Security ID: 532457108
Meeting Date: MAY 01, 2023 Meeting Type: Annual
Record Date: FEB 21, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director William G. Kaelin, Jr. For For Management
1b Elect Director David A. Ricks For For Management
1c Elect Director Marschall S. Runge For For Management
1d Elect Director Karen Walker For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
5 Declassify the Board of Directors For For Management
6 Eliminate Supermajority Vote For For Management
Requirement
7 Report on Lobbying Payments and Policy Against For Shareholder
8 Adopt Simple Majority Vote Against For Shareholder
9 Report on Impact of Extended Patent Against For Shareholder
Exclusivities on Product Access
10 Report on Risks of Supporting Abortion Against Against Shareholder
11 Publish Third-Party Review of Against For Shareholder
Alignment of Company's Lobbying
Activities with its Public Statements
12 Report on Effectiveness of Diversity, Against For Shareholder
Equity and Inclusion Efforts and
Metrics
13 Adopt Policy to Require Third-Party Against For Shareholder
Organizations to Annually Report
Expenditures for Political Activities
--------------------------------------------------------------------------------
EMBECTA CORP.
Ticker: EMBC Security ID: 29082K105
Meeting Date: FEB 09, 2023 Meeting Type: Annual
Record Date: DEC 12, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director David J. Albritton For For Management
1b Elect Director Carrie L. Anderson For For Management
1c Elect Director Christopher R. Reidy For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
EMERSON ELECTRIC CO.
Ticker: EMR Security ID: 291011104
Meeting Date: FEB 07, 2023 Meeting Type: Annual
Record Date: NOV 29, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Martin S. Craighead For Against Management
1b Elect Director Gloria A. Flach For For Management
1c Elect Director Matthew S. Levatich For For Management
2 Ratify KPMG LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
ENCOMPASS HEALTH CORPORATION
Ticker: EHC Security ID: 29261A100
Meeting Date: MAY 04, 2023 Meeting Type: Annual
Record Date: MAR 09, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Greg D. Carmichael For For Management
1b Elect Director John W. Chidsey For For Management
1c Elect Director Donald L. Correll For For Management
1d Elect Director Joan E. Herman For For Management
1e Elect Director Leslye G. Katz For For Management
1f Elect Director Patricia A. Maryland For For Management
1g Elect Director Kevin J. O'Connor For For Management
1h Elect Director Christopher R. Reidy For For Management
1i Elect Director Nancy M. Schlichting For For Management
1j Elect Director Mark J. Tarr For For Management
1k Elect Director Terrance Williams For For Management
2 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
ENOVIS CORPORATION
Ticker: ENOV Security ID: 194014502
Meeting Date: MAY 16, 2023 Meeting Type: Annual
Record Date: MAR 22, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Matthew L. Trerotola For Against Management
1b Elect Director Barbara W. Bodem For For Management
1c Elect Director Liam J. Kelly For For Management
1d Elect Director Angela S. Lalor For For Management
1e Elect Director Philip A. Okala For For Management
1f Elect Director Christine Ortiz For For Management
1g Elect Director A. Clayton Perfall For For Management
1h Elect Director Brady R. Shirley For For Management
1i Elect Director Rajiv Vinnakota For For Management
1j Elect Director Sharon Wienbar For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Approve Nonqualified Employee Stock For For Management
Purchase Plan
--------------------------------------------------------------------------------
EOG RESOURCES, INC.
Ticker: EOG Security ID: 26875P101
Meeting Date: MAY 24, 2023 Meeting Type: Annual
Record Date: MAR 29, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Janet F. Clark For For Management
1b Elect Director Charles R. Crisp For For Management
1c Elect Director Robert P. Daniels For For Management
1d Elect Director Lynn A. Dugle For Against Management
1e Elect Director C. Christopher Gaut For For Management
1f Elect Director Michael T. Kerr For For Management
1g Elect Director Julie J. Robertson For For Management
1h Elect Director Donald F. Textor For For Management
1i Elect Director Ezra Y. Yacob For For Management
2 Ratify Deloitte & Touche LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
EQUINIX, INC.
Ticker: EQIX Security ID: 29444U700
Meeting Date: MAY 25, 2023 Meeting Type: Annual
Record Date: MAR 30, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Nanci Caldwell For For Management
1b Elect Director Adaire Fox-Martin For For Management
1c Elect Director Ron Guerrier - Withdrawn None None Management
1d Elect Director Gary Hromadko For For Management
1e Elect Director Charles Meyers For For Management
1f Elect Director Thomas Olinger For For Management
1g Elect Director Christopher Paisley For For Management
1h Elect Director Jeetu Patel For For Management
1i Elect Director Sandra Rivera For For Management
1j Elect Director Fidelma Russo For For Management
1k Elect Director Peter Van Camp For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
5 Submit Severance Agreement Against Against Shareholder
(Change-in-Control) to Shareholder Vote
--------------------------------------------------------------------------------
EQUITABLE HOLDINGS, INC.
Ticker: EQH Security ID: 29452E101
Meeting Date: MAY 24, 2023 Meeting Type: Annual
Record Date: MAR 30, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Francis A. Hondal For For Management
1b Elect Director Arlene Isaacs-Lowe For For Management
1c Elect Director Daniel G. Kaye For For Management
1d Elect Director Joan Lamm-Tennant For For Management
1e Elect Director Craig MacKay For For Management
1f Elect Director Mark Pearson For For Management
1g Elect Director Bertram L. Scott For For Management
1h Elect Director George Stansfield For For Management
1i Elect Director Charles G.T. Stonehill For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
ESSENTIAL UTILITIES, INC.
Ticker: WTRG Security ID: 29670G102
Meeting Date: MAY 03, 2023 Meeting Type: Annual
Record Date: MAR 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Elizabeth B. Amato For For Management
1.2 Elect Director David A. Ciesinski For For Management
1.3 Elect Director Christopher H. Franklin For For Management
1.4 Elect Director Daniel J. Hilferty For For Management
1.5 Elect Director Edwina Kelly For For Management
1.6 Elect Director W. Bryan Lewis For For Management
1.7 Elect Director Ellen T. Ruff For For Management
1.8 Elect Director Lee C. Stewart For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
EVERCORE INC.
Ticker: EVR Security ID: 29977A105
Meeting Date: JUN 15, 2023 Meeting Type: Annual
Record Date: APR 21, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Roger C. Altman For For Management
1b Elect Director Richard I. Beattie For For Management
1c Elect Director Pamela G. Carlton For For Management
1d Elect Director Ellen V. Futter For For Management
1e Elect Director Gail B. Harris For For Management
1f Elect Director Robert B. Millard For Against Management
1g Elect Director Willard J. Overlock, Jr. For For Management
1h Elect Director Simon M. Robertson For For Management
1i Elect Director John S. Weinberg For For Management
1j Elect Director William J. Wheeler For For Management
1k Elect Director Sarah K. Williamson For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify Deloitte & Touche LLP as For For Management
Auditors
--------------------------------------------------------------------------------
EVEREST RE GROUP, LTD.
Ticker: RE Security ID: G3223R108
Meeting Date: MAY 17, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director John J. Amore For For Management
1.2 Elect Director Juan C. Andrade For For Management
1.3 Elect Director William F. Galtney, Jr. For For Management
1.4 Elect Director John A. Graf For For Management
1.5 Elect Director Meryl Hartzband For For Management
1.6 Elect Director Gerri Losquadro For For Management
1.7 Elect Director Hazel McNeilage For For Management
1.8 Elect Director Roger M. Singer For For Management
1.9 Elect Director Joseph V. Taranto For For Management
2 Approve PricewaterhouseCoopers LLP as For Against Management
Auditors and Authorize Board to Fix
Their Remuneration
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Change Company Name to Everest Group, For For Management
Ltd.
--------------------------------------------------------------------------------
EVERSOURCE ENERGY
Ticker: ES Security ID: 30040W108
Meeting Date: MAY 03, 2023 Meeting Type: Annual
Record Date: MAR 07, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Cotton M. Cleveland For For Management
1.2 Elect Director Francis A. Doyle For For Management
1.3 Elect Director Linda Dorcena Forry For For Management
1.4 Elect Director Gregory M. Jones For For Management
1.5 Elect Director Loretta D. Keane For For Management
1.6 Elect Director John Y. Kim For For Management
1.7 Elect Director Kenneth R. Leibler For For Management
1.8 Elect Director David H. Long For For Management
1.9 Elect Director Joseph R. Nolan, Jr. For For Management
1.10 Elect Director William C. Van Faasen For For Management
1.11 Elect Director Frederica M. Williams For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Amend Omnibus Stock Plan For For Management
5 Increase Authorized Common Stock For For Management
6 Ratify Deloitte & Touche LLP as For Against Management
Auditors
--------------------------------------------------------------------------------
EXELON CORPORATION
Ticker: EXC Security ID: 30161N101
Meeting Date: APR 25, 2023 Meeting Type: Annual
Record Date: MAR 01, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Anthony Anderson For For Management
1b Elect Director W. Paul Bowers For For Management
1c Elect Director Calvin G. Butler, Jr. For For Management
1d Elect Director Marjorie Rodgers For For Management
Cheshire
1e Elect Director Linda Jojo For For Management
1f Elect Director Charisse Lillie For For Management
1g Elect Director Matthew Rogers For For Management
1h Elect Director John Young For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
EXPEDIA GROUP, INC.
Ticker: EXPE Security ID: 30212P303
Meeting Date: MAY 31, 2023 Meeting Type: Annual
Record Date: APR 03, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Samuel Altman For For Management
1b Elect Director Beverly Anderson For For Management
1c Elect Director M. Moina Banerjee For For Management
1d Elect Director Chelsea Clinton For For Management
1e Elect Director Barry Diller For Withhold Management
1f Elect Director Henrique Dubugras For For Management
1g Elect Director Craig Jacobson For Withhold Management
1h Elect Director Peter Kern For For Management
1i Elect Director Dara Khosrowshahi For Withhold Management
1j Elect Director Patricia Menendez Cambo For For Management
1k Elect Director Alex von Furstenberg For For Management
1l Elect Director Julie Whalen For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Amend Omnibus Stock Plan For Against Management
5 Amend Qualified Employee Stock For For Management
Purchase Plan
6 Ratify Ernst & Young LLP as Auditors For For Management
--------------------------------------------------------------------------------
EXPEDITORS INTERNATIONAL OF WASHINGTON, INC.
Ticker: EXPD Security ID: 302130109
Meeting Date: MAY 02, 2023 Meeting Type: Annual
Record Date: MAR 07, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Glenn M. Alger For For Management
1.2 Elect Director Robert P. Carlile For For Management
1.3 Elect Director James M. DuBois For For Management
1.4 Elect Director Mark A. Emmert For For Management
1.5 Elect Director Diane H. Gulyas For For Management
1.6 Elect Director Jeffrey S. Musser For For Management
1.7 Elect Director Brandon S. Pedersen For For Management
1.8 Elect Director Liane J. Pelletier For For Management
1.9 Elect Director Olivia D. Polius For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify KPMG LLP as Auditors For Against Management
5 Submit Severance Agreement Against For Shareholder
(Change-in-Control) to Shareholder Vote
6 Report on Effectiveness of Diversity Against For Shareholder
Equity and Inclusion Efforts and
Metrics
--------------------------------------------------------------------------------
EXXON MOBIL CORPORATION
Ticker: XOM Security ID: 30231G102
Meeting Date: MAY 31, 2023 Meeting Type: Annual
Record Date: APR 05, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Michael J. Angelakis For For Management
1.2 Elect Director Susan K. Avery For For Management
1.3 Elect Director Angela F. Braly For For Management
1.4 Elect Director Gregory J. Goff For For Management
1.5 Elect Director John D. Harris, II For For Management
1.6 Elect Director Kaisa H. Hietala For For Management
1.7 Elect Director Joseph L. Hooley For Against Management
1.8 Elect Director Steven A. Kandarian For For Management
1.9 Elect Director Alexander A. Karsner For For Management
1.10 Elect Director Lawrence W. Kellner For For Management
1.11 Elect Director Jeffrey W. Ubben For For Management
1.12 Elect Director Darren W. Woods For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Establish Board Committee on Against Against Shareholder
Decarbonization Risk
6 Reduce Executive Stock Holding Period Against Against Shareholder
7 Report on Carbon Capture and Storage Against For Shareholder
8 Report on Methane Emission Disclosure Against For Shareholder
Reliability
9 Adopt Medium-Term Scope 3 GHG Against For Shareholder
Reduction Target
10 Issue a Report on Worst-Case Impacts Against For Shareholder
of Oil Spills from Operations Offshore
of Guyana
11 Recalculate GHG Emissions Baseline to Against For Shareholder
Exclude Emissions from Material
Divestitures
12 Report on Asset Retirement Obligations Against For Shareholder
Under IEA NZE Scenario
13 Commission Audited Report on Reduced Against For Shareholder
Plastics Demand
14 Report on Potential Costs of Against For Shareholder
Environmental Litigation
15 Publish a Tax Transparency Report Against For Shareholder
16 Report on Social Impact From Plant Against For Shareholder
Closure or Energy Transition
17 Report on Benefits and Risks of None None Shareholder
Commitment to Not Develop Projects in
the Arctic *Withdrawn Resolution*
--------------------------------------------------------------------------------
F5, INC.
Ticker: FFIV Security ID: 315616102
Meeting Date: MAR 09, 2023 Meeting Type: Annual
Record Date: JAN 04, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Marianne N. Budnik For For Management
1b Elect Director Elizabeth L. Buse For Against Management
1c Elect Director Michael L. Dreyer For Against Management
1d Elect Director Alan J. Higginson For For Management
1e Elect Director Peter S. Klein For For Management
1f Elect Director Francois Locoh-Donou For For Management
1g Elect Director Nikhil Mehta For For Management
1h Elect Director Michael F. Montoya For For Management
1i Elect Director Marie E. Myers For For Management
1j Elect Director James M. Phillips For For Management
1k Elect Director Sripada Shivananda For For Management
2 Amend Omnibus Stock Plan For Against Management
3 Amend Qualified Employee Stock For For Management
Purchase Plan
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
5 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
6 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
FIFTH THIRD BANCORP
Ticker: FITB Security ID: 316773100
Meeting Date: APR 18, 2023 Meeting Type: Annual
Record Date: FEB 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Nicholas K. Akins For For Management
1b Elect Director B. Evan Bayh, III For For Management
1c Elect Director Jorge L. Benitez For For Management
1d Elect Director Katherine B. Blackburn For For Management
1e Elect Director Emerson L. Brumback For For Management
1f Elect Director Linda W. Clement-Holmes For For Management
1g Elect Director C. Bryan Daniels For For Management
1h Elect Director Mitchell S. Feiger For For Management
1i Elect Director Thomas H. Harvey For For Management
1j Elect Director Gary R. Heminger For For Management
1k Elect Director Eileen A. Mallesch For For Management
1l Elect Director Michael B. McCallister For For Management
1m Elect Director Timothy N. Spence For For Management
1n Elect Director Marsha C. Williams For For Management
2 Ratify Deloitte & Touche LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
FORTIVE CORPORATION
Ticker: FTV Security ID: 34959J108
Meeting Date: JUN 06, 2023 Meeting Type: Annual
Record Date: APR 10, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Eric Branderiz For For Management
1b Elect Director Daniel L. Comas For For Management
1c Elect Director Sharmistha Dubey For For Management
1d Elect Director Rejji P. Hayes For For Management
1e Elect Director Wright Lassiter, III For For Management
1f Elect Director James A. Lico For For Management
1g Elect Director Kate D. Mitchell For Against Management
1h Elect Director Jeannine Sargent For For Management
1i Elect Director Alan G. Spoon For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For For Management
5 Submit Severance Agreement Against Against Shareholder
(Change-in-Control) to Shareholder Vote
--------------------------------------------------------------------------------
GARMIN LTD.
Ticker: GRMN Security ID: H2906T109
Meeting Date: JUN 09, 2023 Meeting Type: Annual
Record Date: APR 14, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1 Accept Consolidated Financial For For Management
Statements and Statutory Reports
2 Approve Allocation of Income and For For Management
Dividends
3 Approve Dividends For For Management
4 Approve Discharge of Board and Senior For For Management
Management
5a Elect Director Jonathan C. Burrell For Against Management
5b Elect Director Joseph J. Hartnett For For Management
5c Elect Director Min H. Kao For For Management
5d Elect Director Catherine A. Lewis For For Management
5e Elect Director Charles W. Peffer For For Management
5f Elect Director Clifton A. Pemble For For Management
6 Elect Min H. Kao as Board Chairman For For Management
7a Appoint Jonathan C. Burrell as Member For For Management
of the Compensation Committee
7b Appoint Joseph J. Hartnett as Member For For Management
of the Compensation Committee
7c Appoint Catherine A. Lewis as Member For For Management
of the Compensation Committee
7d Appoint Charles W. Peffer as Member of For For Management
the Compensation Committee
8 Designate Wuersch & Gering LLP as For For Management
Independent Proxy
9 Ratify Ernst & Young LLP as Auditors For Against Management
and Ernst & Young Ltd as Statutory
Auditor
10 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
11 Advisory Vote on Say on Pay Frequency One Year One Year Management
12 Advisory Vote on the Swiss Statutory For For Management
Compensation Report
13 Approve Fiscal Year 2024 Maximum For For Management
Aggregate Compensation for the
Executive Management
14 Approve Maximum Aggregate Compensation For For Management
for the Board of Directors for the
Period Between the 2023 AGM and the
2024 AGM
15 Cancel Repurchased Shares For For Management
16 Amend Qualified Employee Stock For For Management
Purchase Plan
17 Amend Non-Employee Director Omnibus For For Management
Stock Plan
18 Approve Reduction of Par Value For For Management
19 Approve Conversion of Currency of the For For Management
Share Capital from CHF to USD
20 Amend Articles to Reflect Changes in For For Management
Capital
21 Amend Articles Re: Addressing Shares, For For Management
Shareholder Rights and General Meeting
22 Amend Articles Re: Addressing Board, For For Management
Compensation and Related Matters
--------------------------------------------------------------------------------
GENERAL ELECTRIC COMPANY
Ticker: GE Security ID: 369604301
Meeting Date: MAY 03, 2023 Meeting Type: Annual
Record Date: MAR 07, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Stephen Angel For For Management
1b Elect Director Sebastien Bazin For Against Management
1c Elect Director H. Lawrence Culp, Jr. For For Management
1d Elect Director Edward Garden For For Management
1e Elect Director Isabella Goren For For Management
1f Elect Director Thomas Horton For For Management
1g Elect Director Catherine Lesjak For For Management
1h Elect Director Darren McDew For For Management
1i Elect Director Paula Rosput Reynolds For For Management
1j Elect Director Jessica Uhl For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For For Management
Auditors
5 Require Independent Board Chairman Against Against Shareholder
6 Hire Investment Bank to Explore Sale Against Against Shareholder
of Company
7 Issue Audited Report on Fiduciary Against Against Shareholder
Relevance of Decarbonization Goal
8 Issue Audited Report on Impact of IEA Against For Shareholder
Net-Zero Emissions by 2050 Scenario
--------------------------------------------------------------------------------
GENERAL MILLS, INC.
Ticker: GIS Security ID: 370334104
Meeting Date: SEP 27, 2022 Meeting Type: Annual
Record Date: JUL 29, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director R. Kerry Clark For For Management
1b Elect Director David M. Cordani For For Management
1c Elect Director C. Kim Goodwin For For Management
1d Elect Director Jeffrey L. Harmening For For Management
1e Elect Director Maria G. Henry For For Management
1f Elect Director Jo Ann Jenkins For For Management
1g Elect Director Elizabeth C. Lempres For For Management
1h Elect Director Diane L. Neal For For Management
1i Elect Director Steve Odland For For Management
1j Elect Director Maria A. Sastre For For Management
1k Elect Director Eric D. Sprunk For For Management
1l Elect Director Jorge A. Uribe For For Management
2 Approve Omnibus Stock Plan For For Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Ratify KPMG LLP as Auditors For Against Management
5 Require Independent Board Chair Against For Shareholder
6 Report on Absolute Plastic Packaging Against For Shareholder
Use Reduction
--------------------------------------------------------------------------------
GILEAD SCIENCES, INC.
Ticker: GILD Security ID: 375558103
Meeting Date: MAY 03, 2023 Meeting Type: Annual
Record Date: MAR 15, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Jacqueline K. Barton For For Management
1b Elect Director Jeffrey A. Bluestone For For Management
1c Elect Director Sandra J. Horning For For Management
1d Elect Director Kelly A. Kramer For For Management
1e Elect Director Kevin E. Lofton For For Management
1f Elect Director Harish Manwani For For Management
1g Elect Director Daniel P. O'Day For For Management
1h Elect Director Javier J. Rodriguez For For Management
1i Elect Director Anthony Welters For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Amend Qualified Employee Stock For For Management
Purchase Plan
6 Require More Director Nominations Than Against Against Shareholder
Open Seats
7 Amend Right to Call Special Meeting Against Against Shareholder
8 Report on Impact of Extended Patent Against For Shareholder
Exclusivities on Product Access
--------------------------------------------------------------------------------
GINKGO BIOWORKS HOLDINGS, INC.
Ticker: DNA Security ID: 37611X100
Meeting Date: JUN 16, 2023 Meeting Type: Annual
Record Date: APR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Arie Belldegrun For Against Management
1b Elect Director Marijn E. Dekkers For For Management
1c Elect Director Kathy Hopinkah Hannan For For Management
1d Elect Director Christian Henry For Against Management
1e Elect Director Reshma Kewalramani For Against Management
1f Elect Director Shyam Sankar For Against Management
1g Elect Director Harry E. Sloan For Against Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
GLOBE LIFE INC.
Ticker: GL Security ID: 37959E102
Meeting Date: APR 27, 2023 Meeting Type: Annual
Record Date: FEB 27, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Linda L. Addison For For Management
1.2 Elect Director Marilyn A. Alexander For For Management
1.3 Elect Director Cheryl D. Alston For For Management
1.4 Elect Director Mark A. Blinn For For Management
1.5 Elect Director James P. Brannen For For Management
1.6 Elect Director Jane Buchan For For Management
1.7 Elect Director Alice S. Cho For For Management
1.8 Elect Director J. Matthew Darden For For Management
1.9 Elect Director Steven P. Johnson For For Management
1.10 Elect Director David A. Rodriguez For For Management
1.11 Elect Director Frank M. Svoboda For For Management
1.12 Elect Director Mary E. Thigpen For For Management
2 Ratify Deloitte & Touche LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Amend Omnibus Stock Plan For For Management
6 Amend Certificate of Incorporation to For For Management
Allow Exculpation of Officers
--------------------------------------------------------------------------------
HCA HEALTHCARE, INC.
Ticker: HCA Security ID: 40412C101
Meeting Date: APR 19, 2023 Meeting Type: Annual
Record Date: FEB 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Thomas F. Frist, III For For Management
1b Elect Director Samuel N. Hazen For For Management
1c Elect Director Meg G. Crofton For For Management
1d Elect Director Robert J. Dennis For For Management
1e Elect Director Nancy-Ann DeParle For Against Management
1f Elect Director William R. Frist For For Management
1g Elect Director Hugh F. Johnston For For Management
1h Elect Director Michael W. Michelson For For Management
1i Elect Director Wayne J. Riley For For Management
1j Elect Director Andrea B. Smith For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Approve Nonqualified Employee Stock For For Management
Purchase Plan
4 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
5 Report on Political Contributions and Against For Shareholder
Expenditures
6 Amend Charter of Patient Safety and Against For Shareholder
Quality of Care Committee
--------------------------------------------------------------------------------
HEWLETT PACKARD ENTERPRISE COMPANY
Ticker: HPE Security ID: 42824C109
Meeting Date: APR 05, 2023 Meeting Type: Annual
Record Date: FEB 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Daniel Ammann For For Management
1b Elect Director Pamela L. Carter For For Management
1c Elect Director Frank A. D'Amelio For For Management
1d Elect Director Regina E. Dugan For For Management
1e Elect Director Jean M. Hobby For For Management
1f Elect Director Raymond J. Lane For For Management
1g Elect Director Ann M. Livermore For For Management
1h Elect Director Antonio F. Neri For For Management
1i Elect Director Charles H. Noski For For Management
1j Elect Director Raymond E. Ozzie For For Management
1k Elect Director Gary M. Reiner For For Management
1l Elect Director Patricia F. Russo For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Amend Omnibus Stock Plan For For Management
4 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
5 Report on Lobbying Payments and Policy Against Against Shareholder
--------------------------------------------------------------------------------
HOLOGIC, INC.
Ticker: HOLX Security ID: 436440101
Meeting Date: MAR 09, 2023 Meeting Type: Annual
Record Date: JAN 11, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Stephen P. MacMillan For For Management
1b Elect Director Sally W. Crawford For For Management
1c Elect Director Charles J. Dockendorff For For Management
1d Elect Director Scott T. Garrett For Against Management
1e Elect Director Ludwig N. Hantson For For Management
1f Elect Director Namal Nawana For For Management
1g Elect Director Christiana Stamoulis For For Management
1h Elect Director Stacey D. Stewart For For Management
1i Elect Director Amy M. Wendell For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Amend Omnibus Stock Plan For For Management
5 Amend Qualified Employee Stock For For Management
Purchase Plan
6 Ratify Ernst & Young LLP as Auditors For Against Management
--------------------------------------------------------------------------------
HUBBELL INCORPORATED
Ticker: HUBB Security ID: 443510607
Meeting Date: MAY 02, 2023 Meeting Type: Annual
Record Date: MAR 03, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Gerben W. Bakker For For Management
1.2 Elect Director Carlos M. Cardoso For For Management
1.3 Elect Director Anthony J. Guzzi For For Management
1.4 Elect Director Rhett A. Hernandez For For Management
1.5 Elect Director Neal J. Keating For For Management
1.6 Elect Director Bonnie C. Lind For For Management
1.7 Elect Director John F. Malloy For For Management
1.8 Elect Director Jennifer M. Pollino For For Management
1.9 Elect Director John G. Russell For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
--------------------------------------------------------------------------------
HUMANA INC.
Ticker: HUM Security ID: 444859102
Meeting Date: APR 20, 2023 Meeting Type: Annual
Record Date: FEB 28, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Raquel C. Bono For For Management
1b Elect Director Bruce D. Broussard For For Management
1c Elect Director Frank A. D'Amelio For For Management
1d Elect Director David T. Feinberg For For Management
1e Elect Director Wayne A. I. Frederick For For Management
1f Elect Director John W. Garratt For For Management
1g Elect Director Kurt J. Hilzinger For Against Management
1h Elect Director Karen W. Katz For For Management
1i Elect Director Marcy S. Klevorn For For Management
1j Elect Director William J. McDonald For For Management
1k Elect Director Jorge S. Mesquita For For Management
1l Elect Director Brad D. Smith For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
HUNTINGTON BANCSHARES INCORPORATED
Ticker: HBAN Security ID: 446150104
Meeting Date: APR 19, 2023 Meeting Type: Annual
Record Date: FEB 15, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Alanna Y. Cotton For For Management
1.2 Elect Director Ann B. (Tanny) Crane For For Management
1.3 Elect Director Gina D. France For For Management
1.4 Elect Director J. Michael Hochschwender For For Management
1.5 Elect Director Richard H. King For For Management
1.6 Elect Director Katherine M. A. (Allie) For For Management
Kline
1.7 Elect Director Richard W. Neu For For Management
1.8 Elect Director Kenneth J. Phelan For For Management
1.9 Elect Director David L. Porteous For Against Management
1.10 Elect Director Roger J. Sit For For Management
1.11 Elect Director Stephen D. Steinour For For Management
1.12 Elect Director Jeffrey L. Tate For For Management
1.13 Elect Director Gary Torgow For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
--------------------------------------------------------------------------------
IDEX CORPORATION
Ticker: IEX Security ID: 45167R104
Meeting Date: MAY 25, 2023 Meeting Type: Annual
Record Date: MAR 28, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Katrina L. Helmkamp For For Management
1b Elect Director Mark A. Beck For Against Management
1c Elect Director Carl R. Christenson For For Management
1d Elect Director Alejandro Quiroz Centeno For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For For Management
Auditors
5 Report on Hiring of Persons with Against For Shareholder
Arrest or Incarceration Records
--------------------------------------------------------------------------------
ILLINOIS TOOL WORKS INC.
Ticker: ITW Security ID: 452308109
Meeting Date: MAY 05, 2023 Meeting Type: Annual
Record Date: MAR 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Daniel J. Brutto For For Management
1b Elect Director Susan Crown For For Management
1c Elect Director Darell L. Ford For For Management
1d Elect Director Kelly J. Grier For For Management
1e Elect Director James W. Griffith For For Management
1f Elect Director Jay L. Henderson For For Management
1g Elect Director Richard H. Lenny For Against Management
1h Elect Director E. Scott Santi For For Management
1i Elect Director David B. Smith, Jr. For For Management
1j Elect Director Pamela B. Strobel For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For Against Management
Auditors
5 Require Independent Board Chair Against For Shareholder
--------------------------------------------------------------------------------
ILLUMINA, INC.
Ticker: ILMN Security ID: 452327109
Meeting Date: MAY 25, 2023 Meeting Type: Proxy Contest
Record Date: APR 03, 2023
# Proposal Mgt Rec Vote Cast Sponsor
Management Universal Proxy (White
Proxy Card)
# Proposal Diss Rec Vote Cast Sponsor
From the Combined List of Management &
Dissident Nominees - Elect 9 Directors
1A Elect Management Nominee Director For Did Not Vote Management
Frances Arnold
1B Elect Management Nominee Director For Did Not Vote Management
Francis A. deSouza
1C Elect Management Nominee Director For Did Not Vote Management
Caroline D. Dorsa
1D Elect Management Nominee Director For Did Not Vote Management
Robert S. Epstein
1E Elect Management Nominee Director For Did Not Vote Management
Scott Gottlieb
1F Elect Management Nominee Director Gary For Did Not Vote Management
S. Guthart
1G Elect Management Nominee Director For Did Not Vote Management
Philip W. Schiller
1H Elect Management Nominee Director For Did Not Vote Management
Susan E. Siegel
1I Elect Management Nominee Director John For Did Not Vote Management
W. Thompson
1J Elect Dissident Nominee Director Against Did Not Vote Shareholder
Vincent J. Intrieri
1K Elect Dissident Nominee Director Jesse Against Did Not Vote Shareholder
A. Lynn
1L Elect Dissident Nominee Director Against Did Not Vote Shareholder
Andrew J. Teno
2 Ratify Ernst & Young LLP as Auditors For Did Not Vote Management
3 Advisory Vote to Ratify Named For Did Not Vote Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year Did Not Vote Management
5 Amend Omnibus Stock Plan For Did Not Vote Management
# Proposal Diss Rec Vote Cast Sponsor
Dissident Universal Proxy (Gold Proxy
Card)
# Proposal Diss Rec Vote Cast Sponsor
From the Combined List of Management &
Dissident Nominees - Elect 9 Directors
1.1 Elect Dissident Nominee Director For Withhold Shareholder
Vincent J. Intrieri
1.2 Elect Dissident Nominee Director Jesse For Withhold Shareholder
A. Lynn
1.3 Elect Dissident Nominee Director For For Shareholder
Andrew J. Teno
1.4 Elect Management Nominee Director None For Management
Frances Arnold
1.5 Elect Management Nominee Director None For Management
Caroline D. Dorsa
1.6 Elect Management Nominee Director None For Management
Scott Gottlieb
1.7 Elect Management Nominee Director Gary None For Management
S. Guthart
1.8 Elect Management Nominee Director None For Management
Philip W. Schiller
1.9 Elect Management Nominee Director None For Management
Susan E. Siegel
1.10 Elect Management Nominee Director Against For Management
Francis A. deSouza
1.11 Elect Management Nominee Director Against For Management
Robert S. Epstein
1.12 Elect Management Nominee Director John Against Withhold Management
W. Thompson
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named Against Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Amend Omnibus Stock Plan None For Management
--------------------------------------------------------------------------------
INCYTE CORPORATION
Ticker: INCY Security ID: 45337C102
Meeting Date: JUN 14, 2023 Meeting Type: Annual
Record Date: APR 18, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Julian C. Baker For For Management
1.2 Elect Director Jean-Jacques Bienaime For For Management
1.3 Elect Director Otis W. Brawley For For Management
1.4 Elect Director Paul J. Clancy For For Management
1.5 Elect Director Jacqualyn A. Fouse For For Management
1.6 Elect Director Edmund P. Harrigan For For Management
1.7 Elect Director Katherine A. High For For Management
1.8 Elect Director Herve Hoppenot For For Management
1.9 Elect Director Susanne Schaffert For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Amend Omnibus Stock Plan For For Management
5 Amend Qualified Employee Stock For For Management
Purchase Plan
6 Ratify Ernst & Young LLP as Auditors For Against Management
--------------------------------------------------------------------------------
INTEL CORPORATION
Ticker: INTC Security ID: 458140100
Meeting Date: MAY 11, 2023 Meeting Type: Annual
Record Date: MAR 17, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Patrick P. Gelsinger For For Management
1b Elect Director James J. Goetz For For Management
1c Elect Director Andrea J. Goldsmith For For Management
1d Elect Director Alyssa H. Henry For For Management
1e Elect Director Omar Ishrak For For Management
1f Elect Director Risa Lavizzo-Mourey For For Management
1g Elect Director Tsu-Jae King Liu For For Management
1h Elect Director Barbara G. Novick For For Management
1i Elect Director Gregory D. Smith For For Management
1j Elect Director Lip-Bu Tan For For Management
1k Elect Director Dion J. Weisler For For Management
1l Elect Director Frank D. Yeary For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Amend Omnibus Stock Plan For Against Management
5 Advisory Vote on Say on Pay Frequency One Year One Year Management
6 Adopt Share Retention Policy For Against For Shareholder
Senior Executives
7 Publish Third Party Review of Intel's Against Against Shareholder
China Business ESG Congruence
--------------------------------------------------------------------------------
INTERNATIONAL BUSINESS MACHINES CORPORATION
Ticker: IBM Security ID: 459200101
Meeting Date: APR 25, 2023 Meeting Type: Annual
Record Date: FEB 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Thomas Buberl For For Management
1b Elect Director David N. Farr For For Management
1c Elect Director Alex Gorsky For For Management
1d Elect Director Michelle J. Howard For For Management
1e Elect Director Arvind Krishna For For Management
1f Elect Director Andrew N. Liveris For Against Management
1g Elect Director F. William McNabb, III For For Management
1h Elect Director Martha E. Pollack For For Management
1i Elect Director Joseph R. Swedish For For Management
1j Elect Director Peter R. Voser For For Management
1k Elect Director Frederick H. Waddell For For Management
1l Elect Director Alfred W. Zollar For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Require Independent Board Chair Against Against Shareholder
6 Report on Lobbying Payments and Policy Against Against Shareholder
7 Report on Risks Related to Operations Against Against Shareholder
in China
8 Report on Efforts to Prevent Against For Shareholder
Harassment and Discrimination in the
Workplace
--------------------------------------------------------------------------------
INTUITIVE SURGICAL, INC.
Ticker: ISRG Security ID: 46120E602
Meeting Date: APR 27, 2023 Meeting Type: Annual
Record Date: FEB 28, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Craig H. Barratt For For Management
1b Elect Director Joseph C. Beery For For Management
1c Elect Director Gary S. Guthart For For Management
1d Elect Director Amal M. Johnson For For Management
1e Elect Director Don R. Kania For For Management
1f Elect Director Amy L. Ladd For For Management
1g Elect Director Keith R. Leonard, Jr. For For Management
1h Elect Director Alan J. Levy For For Management
1i Elect Director Jami Dover Nachtsheim For For Management
1j Elect Director Monica P. Reed For For Management
1k Elect Director Mark J. Rubash For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
5 Report on Gender/Racial Pay Gap Against For Shareholder
--------------------------------------------------------------------------------
JOHNSON & JOHNSON
Ticker: JNJ Security ID: 478160104
Meeting Date: APR 27, 2023 Meeting Type: Annual
Record Date: FEB 28, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Darius Adamczyk For For Management
1b Elect Director Mary C. Beckerle For For Management
1c Elect Director D. Scott Davis For For Management
1d Elect Director Jennifer A. Doudna For For Management
1e Elect Director Joaquin Duato For For Management
1f Elect Director Marillyn A. Hewson For For Management
1g Elect Director Paula A. Johnson For For Management
1h Elect Director Hubert Joly For For Management
1i Elect Director Mark B. McClellan For For Management
1j Elect Director Anne M. Mulcahy For For Management
1k Elect Director Mark A. Weinberger For For Management
1l Elect Director Nadja Y. West For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
5 Adopt Mandatory Arbitration Bylaw - None None Shareholder
Withdrawn
6 Report on Government Financial Support Against For Shareholder
and Equitable Access to Covid-19
Products
7 Adopt Policy to Include Legal and Against For Shareholder
Compliance Costs in Incentive
Compensation Metrics
8 Report on Impact of Extended Patent Against For Shareholder
Exclusivities on Product Access
--------------------------------------------------------------------------------
JPMORGAN CHASE & CO.
Ticker: JPM Security ID: 46625H100
Meeting Date: MAY 16, 2023 Meeting Type: Annual
Record Date: MAR 17, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Linda B. Bammann For For Management
1b Elect Director Stephen B. Burke For For Management
1c Elect Director Todd A. Combs For Against Management
1d Elect Director James S. Crown For For Management
1e Elect Director Alicia Boler Davis For For Management
1f Elect Director James Dimon For For Management
1g Elect Director Timothy P. Flynn For For Management
1h Elect Director Alex Gorsky For For Management
1i Elect Director Mellody Hobson For For Management
1j Elect Director Michael A. Neal For For Management
1k Elect Director Phebe N. Novakovic For For Management
1l Elect Director Virginia M. Rometty For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
5 Require Independent Board Chair Against For Shareholder
6 Adopt Time-Bound Policy to Phase Out Against Against Shareholder
Underwriting and Lending for New
Fossil Fuel Development
7 Amend Public Responsibility Committee Against Against Shareholder
Charter to Include Animal Welfare
8 Reduce Ownership Threshold for Against For Shareholder
Shareholders to Call Special Meeting
9 Report on Climate Transition Plan Against For Shareholder
Describing Efforts to Align Financing
Activities with GHG Targets
10 Report on Risks Related to Against Against Shareholder
Discrimination Against Individuals
Including Political Views
11 Report on Political Expenditures Against For Shareholder
Congruence
12 Disclose 2030 Absolute GHG Reduction Against For Shareholder
Targets Associated with Lending and
Underwriting
--------------------------------------------------------------------------------
KELLOGG COMPANY
Ticker: K Security ID: 487836108
Meeting Date: APR 28, 2023 Meeting Type: Annual
Record Date: FEB 28, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Stephanie A. Burns For For Management
1b Elect Director Steve Cahillane For For Management
1c Elect Director La June Montgomery For For Management
Tabron
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
5 Report on Civil Rights, Against Against Shareholder
Non-Discrimination and Returns to
Merit Audit
6 Report on Median Gender/Racial Pay Gap Against For Shareholder
--------------------------------------------------------------------------------
KEURIG DR PEPPER INC.
Ticker: KDP Security ID: 49271V100
Meeting Date: JUN 12, 2023 Meeting Type: Annual
Record Date: APR 13, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1A Elect Director Robert Gamgort For For Management
1B Elect Director Oray Boston For For Management
1C Elect Director Olivier Goudet For Against Management
1D Elect Director Peter Harf For For Management
1E Elect Director Juliette Hickman For For Management
1F Elect Director Paul Michaels For For Management
1G Elect Director Pamela Patsley For For Management
1H Elect Director Lubomira Rochet For For Management
1I Elect Director Debra Sandler For For Management
1J Elect Director Robert Singer For For Management
1K Elect Director Larry Young For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For For Management
Auditors
--------------------------------------------------------------------------------
LINCOLN NATIONAL CORPORATION
Ticker: LNC Security ID: 534187109
Meeting Date: MAY 25, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Deirdre P. Connelly For Against Management
1.2 Elect Director Ellen G. Cooper For For Management
1.3 Elect Director William H. Cunningham For For Management
1.4 Elect Director Reginald E. Davis For For Management
1.5 Elect Director Eric G. Johnson For For Management
1.6 Elect Director Gary C. Kelly For For Management
1.7 Elect Director M. Leanne Lachman For For Management
1.8 Elect Director Dale LeFebvre For For Management
1.9 Elect Director Janet Liang For For Management
1.10 Elect Director Michael F. Mee For For Management
1.11 Elect Director Lynn M. Utter For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Amend Omnibus Stock Plan For Against Management
6 Require Independent Board Chair Against For Shareholder
7 Submit Severance Agreement Against For Shareholder
(Change-in-Control) to Shareholder Vote
--------------------------------------------------------------------------------
LOEWS CORPORATION
Ticker: L Security ID: 540424108
Meeting Date: MAY 09, 2023 Meeting Type: Annual
Record Date: MAR 14, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1A Elect Director Ann E. Berman For For Management
1B Elect Director Joseph L. Bower For For Management
1C Elect Director Charles D. Davidson For For Management
1D Elect Director Charles M. Diker For For Management
1E Elect Director Paul J. Fribourg For Against Management
1F Elect Director Walter L. Harris For For Management
1G Elect Director Susan P. Peters For For Management
1H Elect Director Andrew H. Tisch For For Management
1I Elect Director James S. Tisch For For Management
1J Elect Director Jonathan M. Tisch For For Management
1K Elect Director Anthony Welters For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For Against Management
Auditors
5 Amend Certificate of Incorporation to For For Management
Allow Exculpation of Certain Officers
--------------------------------------------------------------------------------
LOUISIANA-PACIFIC CORPORATION
Ticker: LPX Security ID: 546347105
Meeting Date: APR 28, 2023 Meeting Type: Annual
Record Date: MAR 01, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Jose A. Bayardo For For Management
1b Elect Director Stephen E. Macadam For For Management
2 Ratify Deloitte & Touche LLP as For Against Management
Auditors
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
LOWE'S COMPANIES, INC.
Ticker: LOW Security ID: 548661107
Meeting Date: MAY 26, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Raul Alvarez For For Management
1.2 Elect Director David H. Batchelder For For Management
1.3 Elect Director Scott H. Baxter For For Management
1.4 Elect Director Sandra B. Cochran For For Management
1.5 Elect Director Laurie Z. Douglas For For Management
1.6 Elect Director Richard W. Dreiling For For Management
1.7 Elect Director Marvin R. Ellison For For Management
1.8 Elect Director Daniel J. Heinrich For For Management
1.9 Elect Director Brian C. Rogers For Withhold Management
1.10 Elect Director Bertram L. Scott For For Management
1.11 Elect Director Colleen Taylor For For Management
1.12 Elect Director Mary Beth West For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For Against Management
Auditors
5 Require Independent Board Chair Against For Shareholder
--------------------------------------------------------------------------------
LYFT, INC.
Ticker: LYFT Security ID: 55087P104
Meeting Date: JUN 15, 2023 Meeting Type: Annual
Record Date: APR 21, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Logan Green For Withhold Management
1.2 Elect Director David Risher For For Management
1.3 Elect Director Dave Stephenson For For Management
2 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
LYONDELLBASELL INDUSTRIES N.V.
Ticker: LYB Security ID: N53745100
Meeting Date: MAY 19, 2023 Meeting Type: Annual
Record Date: APR 21, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Jacques Aigrain For For Management
1b Elect Director Lincoln Benet For For Management
1c Elect Director Robin Buchanan For For Management
1d Elect Director Anthony (Tony) Chase For For Management
1e Elect Director Robert (Bob) Dudley For For Management
1f Elect Director Claire Farley For Against Management
1g Elect Director Rita Griffin For For Management
1h Elect Director Michael Hanley For For Management
1i Elect Director Virginia Kamsky For For Management
1j Elect Director Albert Manifold For For Management
1k Elect Director Peter Vanacker For For Management
2 Approve Discharge of Directors For For Management
3 Adopt Financial Statements and For For Management
Statutory Reports
4 Ratify PricewaterhouseCoopers For For Management
Accountants N.V. as Auditors
5 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
6 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
7 Advisory Vote on Say on Pay Frequency One Year One Year Management
8 Authorize Repurchase of Up to 10 For For Management
Percent of Issued Share Capital
9 Approve Cancellation of Shares For For Management
--------------------------------------------------------------------------------
M&T BANK CORPORATION
Ticker: MTB Security ID: 55261F104
Meeting Date: APR 18, 2023 Meeting Type: Annual
Record Date: FEB 23, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director John P. Barnes For For Management
1.2 Elect Director Robert T. Brady For Against Management
1.3 Elect Director Carlton J. Charles For For Management
1.4 Elect Director Jane Chwick For For Management
1.5 Elect Director William F. Cruger, Jr. For For Management
1.6 Elect Director T. Jefferson For For Management
Cunningham, III
1.7 Elect Director Gary N. Geisel For For Management
1.8 Elect Director Leslie V. Godridge For For Management
1.9 Elect Director Rene F. Jones For For Management
1.10 Elect Director Richard H. Ledgett, Jr. 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 Denis J. Salamone For For Management
1.14 Elect Director John R. Scannell For For Management
1.15 Elect Director Rudina Seseri For For Management
1.16 Elect Director Kirk W. Walters For For Management
1.17 Elect Director Herbert L. Washington For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Amend Omnibus Stock Plan For For Management
5 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
--------------------------------------------------------------------------------
MARATHON PETROLEUM CORPORATION
Ticker: MPC Security ID: 56585A102
Meeting Date: APR 26, 2023 Meeting Type: Annual
Record Date: MAR 01, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director J. Michael Stice For For Management
1.2 Elect Director John P. Surma For Withhold Management
1.3 Elect Director Susan Tomasky For For Management
1.4 Elect Director Toni Townes-Whitley For For Management
2 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Declassify the Board of Directors For For Management
5 Eliminate Supermajority Vote For For Management
Requirement
6 Approve Increase in Size of Board For For Management
7 Adopt Simple Majority Vote Against For Shareholder
8 Amend Compensation Clawback Policy Against For Shareholder
9 Report on Just Transition Against For Shareholder
10 Report on Asset Retirement Obligation Against For Shareholder
--------------------------------------------------------------------------------
MARSH & MCLENNAN COMPANIES, INC.
Ticker: MMC Security ID: 571748102
Meeting Date: MAY 18, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Anthony K. Anderson For For Management
1b Elect Director John Q. Doyle For For Management
1c Elect Director Hafize Gaye Erkan For For Management
1d Elect Director Oscar Fanjul For For Management
1e Elect Director H. Edward Hanway For For Management
1f Elect Director Judith Hartmann For For Management
1g Elect Director Deborah C. Hopkins For For Management
1h Elect Director Tamara Ingram For For Management
1i Elect Director Jane H. Lute For For Management
1j Elect Director Steven A. Mills For For Management
1k Elect Director Bruce P. Nolop For For Management
1l Elect Director Morton O. Schapiro For For Management
1m Elect Director Lloyd M. Yates For For Management
1n Elect Director Ray G. Young For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For Against Management
Auditors
--------------------------------------------------------------------------------
MASCO CORPORATION
Ticker: MAS Security ID: 574599106
Meeting Date: MAY 11, 2023 Meeting Type: Annual
Record Date: MAR 17, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Keith J. Allman For For Management
1b Elect Director Aine L. Denari For For Management
1c Elect Director Christopher A. O'Herlihy For For Management
1d Elect Director Charles K. Stevens, III For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
--------------------------------------------------------------------------------
MASTERCARD INCORPORATED
Ticker: MA Security ID: 57636Q104
Meeting Date: JUN 27, 2023 Meeting Type: Annual
Record Date: APR 28, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Merit E. Janow For For Management
1b Elect Director Candido Bracher For For Management
1c Elect Director Richard K. Davis For For Management
1d Elect Director Julius Genachowski For For Management
1e Elect Director Choon Phong Goh For For Management
1f Elect Director Oki Matsumoto For For Management
1g Elect Director Michael Miebach For For Management
1h Elect Director Youngme Moon For For Management
1i Elect Director Rima Qureshi For For Management
1j Elect Director Gabrielle Sulzberger For For Management
1k Elect Director Harit Talwar For For Management
1l Elect Director Lance Uggla For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Approve Qualified Employee Stock For For Management
Purchase Plan
5 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
6 Report on Overseeing Risks Related to Against Against Shareholder
Discrimination
7 Report on Establishing Merchant Against For Shareholder
Category Code for Gun and Ammunition
Stores
8 Report on Lobbying Payments and Policy Against For Shareholder
9 Amend Bylaws to Require Shareholder Against Against Shareholder
Approval of Certain Provisions Related
to Director Nominations by Shareholders
10 Report on Cost-Benefit Analysis of Against Against Shareholder
Diversity and Inclusion Efforts
--------------------------------------------------------------------------------
MCDONALD'S CORPORATION
Ticker: MCD Security ID: 580135101
Meeting Date: MAY 25, 2023 Meeting Type: Annual
Record Date: MAR 27, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Anthony Capuano For For Management
1b Elect Director Kareem Daniel For For Management
1c Elect Director Lloyd Dean For For Management
1d Elect Director Catherine Engelbert For For Management
1e Elect Director Margaret Georgiadis For For Management
1f Elect Director Enrique Hernandez, Jr. For For Management
1g Elect Director Christopher Kempczinski For For Management
1h Elect Director Richard Lenny For For Management
1i Elect Director John Mulligan For For Management
1j Elect Director Jennifer Taubert For For Management
1k Elect Director Paul Walsh For For Management
1l Elect Director Amy Weaver For For Management
1m Elect Director Miles White For Against Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
5 Adopt Policy to Phase Out Use of Against For Shareholder
Medically-Important Antibiotics in
Beef and Pork Supply Chain
6 Comply with World Health Organization Against For Shareholder
Guidelines on Antimicrobial Use
Throughout Supply Chains
7 Report on Risks Related to Operations Against Against Shareholder
in China
8 Report on Civil Rights and Against Against Shareholder
Non-Discrimination Audit
9 Report on Lobbying Payments and Policy Against For Shareholder
10 Issue Transparency Report on Global Against For Shareholder
Public Policy and Political Influence
11 Report on Animal Welfare Against Against Shareholder
--------------------------------------------------------------------------------
MERCK & CO., INC.
Ticker: MRK Security ID: 58933Y105
Meeting Date: MAY 23, 2023 Meeting Type: Annual
Record Date: MAR 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Douglas M. Baker, Jr. For For Management
1b Elect Director Mary Ellen Coe For For Management
1c Elect Director Pamela J. Craig For For Management
1d Elect Director Robert M. Davis For For Management
1e Elect Director Thomas H. Glocer For For Management
1f Elect Director Risa J. Lavizzo-Mourey For For Management
1g Elect Director Stephen L. Mayo For For Management
1h Elect Director Paul B. Rothman For For Management
1i Elect Director Patricia F. Russo For For Management
1j Elect Director Christine E. Seidman For For Management
1k Elect Director Inge G. Thulin For For Management
1l Elect Director Kathy J. Warden For For Management
1m Elect Director Peter C. Wendell For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
5 Report on Risks Related to Operations Against Against Shareholder
in China
6 Report on Access to COVID-19 Products Against For Shareholder
7 Adopt Policy to Require Third-Party Against For Shareholder
Organizations to Annually Report
Expenditures for Political Activities
8 Report on Impact of Extended Patent Against For Shareholder
Exclusivities on Product Access
9 Publish a Congruency Report of Against Against Shareholder
Partnerships with Globalist
Organizations
10 Require Independent Board Chair Against For Shareholder
--------------------------------------------------------------------------------
META PLATFORMS, INC.
Ticker: META Security ID: 30303M102
Meeting Date: MAY 31, 2023 Meeting Type: Annual
Record Date: APR 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Peggy Alford For Withhold Management
1.2 Elect Director Marc L. Andreessen For For Management
1.3 Elect Director Andrew W. Houston For For Management
1.4 Elect Director Nancy Killefer For For Management
1.5 Elect Director Robert M. Kimmitt For For Management
1.6 Elect Director Sheryl K. Sandberg For For Management
1.7 Elect Director Tracey T. Travis For For Management
1.8 Elect Director Tony Xu For For Management
1.9 Elect Director Mark Zuckerberg For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Report on Government Take Down Requests Against Against Shareholder
4 Approve Recapitalization Plan for all Against For Shareholder
Stock to Have One-vote per Share
5 Report on Human Rights Impact Against For Shareholder
Assessment of Targeted Advertising
6 Report on Lobbying Payments and Policy Against For Shareholder
7 Report on Allegations of Political Against For Shareholder
Entanglement and Content Management
Biases in India
8 Report on Framework to Assess Company Against For Shareholder
Lobbying Alignment with Climate Goals
9 Report on Data Privacy regarding Against For Shareholder
Reproductive Healthcare
10 Report on Enforcement of Community Against For Shareholder
Standards and User Content
11 Report on Child Safety and Harm Against For Shareholder
Reduction
12 Report on Executive Pay Calibration to Against For Shareholder
Externalized Costs
13 Commission Independent Review of Audit Against Against Shareholder
& Risk Oversight Committee
--------------------------------------------------------------------------------
METLIFE, INC.
Ticker: MET Security ID: 59156R108
Meeting Date: JUN 20, 2023 Meeting Type: Annual
Record Date: APR 21, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Cheryl W. Grise For For Management
1b Elect Director Carlos M. Gutierrez For For Management
1c Elect Director Carla A. Harris For Against Management
1d Elect Director Gerald L. Hassell For For Management
1e Elect Director David L. Herzog For For Management
1f Elect Director R. Glenn Hubbard For For Management
1g Elect Director Jeh C. Johnson For For Management
1h Elect Director Edward J. Kelly, III For For Management
1i Elect Director William E. Kennard For For Management
1j Elect Director Michel A. Khalaf For For Management
1k Elect Director Catherine R. Kinney For For Management
1l Elect Director Diana L. McKenzie For For Management
1m Elect Director Denise M. Morrison For For Management
1n Elect Director Mark A. Weinberger For For Management
2 Ratify Deloitte & Touche LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
MICROSOFT CORPORATION
Ticker: MSFT Security ID: 594918104
Meeting Date: DEC 13, 2022 Meeting Type: Annual
Record Date: OCT 12, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Reid G. Hoffman For For Management
1.2 Elect Director Hugh F. Johnston For For Management
1.3 Elect Director Teri L. List For For Management
1.4 Elect Director Satya Nadella For For Management
1.5 Elect Director Sandra E. Peterson For For Management
1.6 Elect Director Penny S. Pritzker For For Management
1.7 Elect Director Carlos A. Rodriguez For For Management
1.8 Elect Director Charles W. Scharf For For Management
1.9 Elect Director John W. Stanton For For Management
1.10 Elect Director John W. Thompson For For Management
1.11 Elect Director Emma N. Walmsley For For Management
1.12 Elect Director Padmasree Warrior For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Ratify Deloitte & Touche LLP as For Against Management
Auditors
4 Report on Cost/Benefit Analysis of Against Against Shareholder
Diversity and Inclusion
5 Report on Hiring of Persons with Against Against Shareholder
Arrest or Incarceration Records
6 Assess and Report on the Company's Against Against Shareholder
Retirement Funds' Management of
Systemic Climate Risk
7 Report on Government Use of Microsoft Against For Shareholder
Technology
8 Report on Development of Products for Against Against Shareholder
Military
9 Report on Tax Transparency Against Against Shareholder
--------------------------------------------------------------------------------
MONDELEZ INTERNATIONAL, INC.
Ticker: MDLZ Security ID: 609207105
Meeting Date: MAY 17, 2023 Meeting Type: Annual
Record Date: MAR 08, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Lewis W.K. Booth For For Management
1b Elect Director Charles E. Bunch For For Management
1c Elect Director Ertharin Cousin For For Management
1d Elect Director Jorge S. Mesquita For For Management
1e Elect Director Anindita Mukherjee For For Management
1f Elect Director Jane Hamilton Nielsen For For Management
1g Elect Director Patrick T. Siewert For For Management
1h Elect Director Michael A. Todman For For Management
1i Elect Director Dirk Van de Put For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
5 Require Independent Board Chair Against Against Shareholder
6 Report on 2025 Cage-Free Egg Goal Against Against Shareholder
7 Report on Targets to Eradicate Child Against For Shareholder
Labor in Cocoa Supply Chain
--------------------------------------------------------------------------------
MOODY'S CORPORATION
Ticker: MCO Security ID: 615369105
Meeting Date: APR 18, 2023 Meeting Type: Annual
Record Date: FEB 21, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Jorge A. Bermudez For For Management
1b Elect Director Therese Esperdy For For Management
1c Elect Director Robert Fauber For For Management
1d Elect Director Vincent A. Forlenza For For Management
1e Elect Director Kathryn M. Hill For For Management
1f Elect Director Lloyd W. Howell, Jr. For For Management
1g Elect Director Jose M. Minaya For For Management
1h Elect Director Leslie F. Seidman For Against Management
1i Elect Director Zig Serafin For For Management
1j Elect Director Bruce Van Saun For For Management
2 Amend Omnibus Stock Plan For For Management
3 Ratify KPMG LLP as Auditors For For Management
4 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
5 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
MORGAN STANLEY
Ticker: MS Security ID: 617446448
Meeting Date: MAY 19, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Alistair Darling For For Management
1b Elect Director Thomas H. Glocer For For Management
1c Elect Director James P. Gorman For For Management
1d Elect Director Robert H. Herz For For Management
1e Elect Director Erika H. James For For Management
1f Elect Director Hironori Kamezawa For For Management
1g Elect Director Shelley B. Leibowitz For For Management
1h Elect Director Stephen J. Luczo For For Management
1i Elect Director Jami Miscik For For Management
1j Elect Director Masato Miyachi For For Management
1k Elect Director Dennis M. Nally For For Management
1l Elect Director Mary L. Schapiro For For Management
1m Elect Director Perry M. Traquina For For Management
1n Elect Director Rayford Wilkins, Jr. For Against Management
2 Ratify Deloitte & Touche LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Reduce Ownership Threshold for Against For Shareholder
Shareholders to Call Special Meeting
6 Adopt Time-Bound Policy to Phase Out Against Against Shareholder
Underwriting and Lending for New
Fossil Fuel Development
--------------------------------------------------------------------------------
MOTOROLA SOLUTIONS, INC.
Ticker: MSI Security ID: 620076307
Meeting Date: MAY 16, 2023 Meeting Type: Annual
Record Date: MAR 17, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Gregory Q. Brown For For Management
1b Elect Director Kenneth D. Denman For Against Management
1c Elect Director Egon P. Durban For Against Management
1d Elect Director Ayanna M. Howard For For Management
1e Elect Director Clayton M. Jones For For Management
1f Elect Director Judy C. Lewent For For Management
1g Elect Director Gregory K. Mondre For For Management
1h Elect Director Joseph M. Tucci For For Management
2 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
MSCI INC.
Ticker: MSCI Security ID: 55354G100
Meeting Date: APR 25, 2023 Meeting Type: Annual
Record Date: MAR 01, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Henry A. Fernandez For For Management
1b Elect Director Robert G. Ashe For For Management
1c Elect Director Wayne Edmunds For For Management
1d Elect Director Catherine R. Kinney For For Management
1e Elect Director Robin L. Matlock For For Management
1f Elect Director Jacques P. Perold For For Management
1g Elect Director C.D. Baer Pettit For For Management
1h Elect Director Sandy C. Rattray For For Management
1i Elect Director Linda H. Riefler For For Management
1j Elect Director Marcus L. Smith For For Management
1k Elect Director Rajat Taneja For For Management
1l Elect Director Paula Volent For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
--------------------------------------------------------------------------------
NEWELL BRANDS INC.
Ticker: NWL Security ID: 651229106
Meeting Date: MAY 16, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Bridget Ryan Berman For Against Management
1b Elect Director Patrick D. Campbell For For Management
1c Elect Director Gary Hu For Against Management
1d Elect Director Jay L. Johnson For For Management
1e Elect Director Gerardo I. Lopez For For Management
1f Elect Director Courtney R. Mather For For Management
1g Elect Director Christopher H. Peterson For For Management
1h Elect Director Judith A. Sprieser For For Management
1i Elect Director Stephanie P. Stahl For For Management
1j Elect Director Robert A. Steele For For Management
1k Elect Director David P. Willetts For For Management
2 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Amend Right to Act by Written Consent Against Against Shareholder
--------------------------------------------------------------------------------
NEXTERA ENERGY, INC.
Ticker: NEE Security ID: 65339F101
Meeting Date: MAY 18, 2023 Meeting Type: Annual
Record Date: MAR 22, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Nicole S. Arnaboldi For For Management
1b Elect Director Sherry S. Barrat For For Management
1c Elect Director James L. Camaren For For Management
1d Elect Director Kenneth B. Dunn For For Management
1e Elect Director Naren K. Gursahaney For For Management
1f Elect Director Kirk S. Hachigian For For Management
1g Elect Director John W. Ketchum For For Management
1h Elect Director Amy B. Lane For For Management
1i Elect Director David L. Porges For For Management
1j Elect Director Deborah "Dev" Stahlkopf For For Management
1k Elect Director John A. Stall For For Management
1l Elect Director Darryl L. Wilson For For Management
2 Ratify Deloitte & Touche as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Disclose Board Skills and Diversity Against For Shareholder
Matrix
--------------------------------------------------------------------------------
NORDSON CORPORATION
Ticker: NDSN Security ID: 655663102
Meeting Date: FEB 28, 2023 Meeting Type: Annual
Record Date: DEC 30, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Sundaram Nagarajan For For Management
1.2 Elect Director Michael J. Merriman, Jr. For For Management
1.3 Elect Director Milton M. Morris For For Management
1.4 Elect Director Mary G. Puma For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Reduce Supermajority Vote Requirement For For Management
6 Reduce Supermajority Vote Requirement For For Management
for Matters Requiring Shareholder
Approval under the Ohio Revised Code
7 Reduce Supermajority Vote Requirement For For Management
for Certain Amendments to Regulations
as set forth in Article IX
8 Amend Regulations to the Extent For For Management
Permitted by Ohio law
--------------------------------------------------------------------------------
NUCOR CORPORATION
Ticker: NUE Security ID: 670346105
Meeting Date: MAY 11, 2023 Meeting Type: Annual
Record Date: MAR 13, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Norma B. Clayton For For Management
1.2 Elect Director Patrick J. Dempsey For For Management
1.3 Elect Director Christopher J. Kearney For For Management
1.4 Elect Director Laurette T. Koellner For For Management
1.5 Elect Director Michael W. Lamach For For Management
1.6 Elect Director Joseph D. Rupp For For Management
1.7 Elect Director Leon J. Topalian For For Management
1.8 Elect Director Nadja Y. West For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
NVIDIA CORPORATION
Ticker: NVDA Security ID: 67066G104
Meeting Date: JUN 22, 2023 Meeting Type: Annual
Record Date: APR 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Robert K. Burgess For For Management
1b Elect Director Tench Coxe For For Management
1c Elect Director John O. Dabiri For For Management
1d Elect Director Persis S. Drell For For Management
1e Elect Director Jen-Hsun Huang For For Management
1f Elect Director Dawn Hudson For For Management
1g Elect Director Harvey C. Jones For For Management
1h Elect Director Michael G. McCaffery For For Management
1i Elect Director Stephen C. Neal For Against Management
1j Elect Director Mark L. Perry For For Management
1k Elect Director A. Brooke Seawell For For Management
1l Elect Director Aarti Shah For For Management
1m Elect Director Mark A. Stevens For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
--------------------------------------------------------------------------------
NVR, INC.
Ticker: NVR Security ID: 62944T105
Meeting Date: MAY 02, 2023 Meeting Type: Annual
Record Date: MAR 01, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Paul C. Saville For For Management
1.2 Elect Director C.E. Andrews For For Management
1.3 Elect Director Sallie B. Bailey For For Management
1.4 Elect Director Thomas D. Eckert For For Management
1.5 Elect Director Alfred E. Festa For Against Management
1.6 Elect Director Alexandra A. Jung For For Management
1.7 Elect Director Mel Martinez For For Management
1.8 Elect Director David A. Preiser For For Management
1.9 Elect Director W. Grady Rosier For For Management
1.10 Elect Director Susan Williamson Ross For For Management
2 Ratify KPMG LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
O'REILLY AUTOMOTIVE, INC.
Ticker: ORLY Security ID: 67103H107
Meeting Date: MAY 18, 2023 Meeting Type: Annual
Record Date: MAR 09, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director David O'Reilly For For Management
1b Elect Director Larry O'Reilly For For Management
1c Elect Director Greg Henslee For For Management
1d Elect Director Jay D. Burchfield For For Management
1e Elect Director Thomas T. Hendrickson For For Management
1f Elect Director John R. Murphy For For Management
1g Elect Director Dana M. Perlman For Against Management
1h Elect Director Maria A. Sastre For For Management
1i Elect Director Andrea M. Weiss For For Management
1j Elect Director Fred Whitfield For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
5 Require Independent Board Chair Against For Shareholder
--------------------------------------------------------------------------------
OCCIDENTAL PETROLEUM CORPORATION
Ticker: OXY Security ID: 674599105
Meeting Date: MAY 05, 2023 Meeting Type: Annual
Record Date: MAR 10, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Vicky A. Bailey For For Management
1b Elect Director Andrew Gould For For Management
1c Elect Director Carlos M. Gutierrez For For Management
1d Elect Director Vicki Hollub For For Management
1e Elect Director William R. Klesse For For Management
1f Elect Director Jack B. Moore For For Management
1g Elect Director Claire O'Neill For For Management
1h Elect Director Avedick B. Poladian For Against Management
1i Elect Director Ken Robinson For For Management
1j Elect Director Robert M. Shearer For For Management
2 Advisory Vote on Say on Pay Frequency One Year One Year Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Ratify KPMG LLP as Auditors For Against Management
5 Require Independent Board Chair Against Against Shareholder
--------------------------------------------------------------------------------
ORGANON & CO.
Ticker: OGN Security ID: 68622V106
Meeting Date: JUN 06, 2023 Meeting Type: Annual
Record Date: APR 10, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Carrie S. Cox For Against Management
1b Elect Director Alan Ezekowitz For For Management
1c Elect Director Helene Gayle For For Management
1d Elect Director Deborah Leone For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
--------------------------------------------------------------------------------
OTIS WORLDWIDE CORPORATION
Ticker: OTIS Security ID: 68902V107
Meeting Date: MAY 18, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Jeffrey H. Black For For Management
1b Elect Director Nelda J. Connors For For Management
1c Elect Director Kathy Hopinkah Hannan For For Management
1d Elect Director Shailesh G. Jejurikar For For Management
1e Elect Director Christopher J. Kearney For For Management
1f Elect Director Judith F. Marks For For Management
1g Elect Director Harold W. McGraw, III For For Management
1h Elect Director Margaret M. V. Preston For For Management
1i Elect Director Shelley Stewart, Jr. For For Management
1j Elect Director John H. Walker For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
4 Require Independent Board Chair Against For Shareholder
--------------------------------------------------------------------------------
PACCAR INC
Ticker: PCAR Security ID: 693718108
Meeting Date: APR 25, 2023 Meeting Type: Annual
Record Date: FEB 28, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Mark C. Pigott For For Management
1.2 Elect Director Dame Alison J. Carnwath For For Management
1.3 Elect Director Franklin L. Feder For For Management
1.4 Elect Director R. Preston Feight For For Management
1.5 Elect Director Kirk S. Hachigian For For Management
1.6 Elect Director Barbara B. Hulit For For Management
1.7 Elect Director Roderick C. McGeary For For Management
1.8 Elect Director Cynthia A. Niekamp For For Management
1.9 Elect Director John M. Pigott For For Management
1.10 Elect Director Ganesh Ramaswamy For For Management
1.11 Elect Director Mark A. Schulz For Against Management
1.12 Elect Director Gregory M. E. Spierkel For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Three One Year Management
Years
4 Ratify Ernst & Young LLP as Auditors For Against Management
5 Submit Severance Agreement Against For Shareholder
(Change-in-Control) to Shareholder Vote
6 Report on Climate Lobbying Against For Shareholder
--------------------------------------------------------------------------------
PEPSICO, INC.
Ticker: PEP Security ID: 713448108
Meeting Date: MAY 03, 2023 Meeting Type: Annual
Record Date: MAR 01, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Segun Agbaje For For Management
1b Elect Director Jennifer Bailey For For Management
1c Elect Director Cesar Conde For For Management
1d Elect Director Ian Cook For For Management
1e Elect Director Edith W. Cooper For For Management
1f Elect Director Susan M. Diamond For For Management
1g Elect Director Dina Dublon For For Management
1h Elect Director Michelle Gass For For Management
1i Elect Director Ramon L. Laguarta For For Management
1j Elect Director Dave J. Lewis For For Management
1k Elect Director David C. Page For For Management
1l Elect Director Robert C. Pohlad For For Management
1m Elect Director Daniel Vasella For For Management
1n Elect Director Darren Walker For For Management
1o Elect Director Alberto Weisser For For Management
2 Ratify KPMG LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Require Independent Board Chair Against Against Shareholder
6 Issue Transparency Report on Global Against Against Shareholder
Public Policy and Political Influence
7 Report on Impacts of Restrictive Against For Shareholder
Reproductive Healthcare Legislation
8 Publish Annual Congruency Report on Against Against Shareholder
Net-Zero Emissions Policy
--------------------------------------------------------------------------------
PFIZER INC.
Ticker: PFE Security ID: 717081103
Meeting Date: APR 27, 2023 Meeting Type: Annual
Record Date: MAR 01, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Ronald E. Blaylock For For Management
1.2 Elect Director Albert Bourla For For Management
1.3 Elect Director Susan Desmond-Hellmann For For Management
1.4 Elect Director Joseph J. Echevarria For For Management
1.5 Elect Director Scott Gottlieb For For Management
1.6 Elect Director Helen H. Hobbs For For Management
1.7 Elect Director Susan Hockfield For For Management
1.8 Elect Director Dan R. Littman For For Management
1.9 Elect Director Shantanu Narayen For For Management
1.10 Elect Director Suzanne Nora Johnson For For Management
1.11 Elect Director James Quincey For For Management
1.12 Elect Director James C. Smith For For Management
2 Ratify KPMG LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Submit Severance Agreement Against Against Shareholder
(Change-in-Control) to Shareholder Vote
6 Require Independent Board Chair Against Against Shareholder
7 Report on Feasibility of Intellectual Against Against Shareholder
Property Transfer to Boost Covid-19
Vaccine Production
8 Report on Impact of Extended Patent Against For Shareholder
Exclusivities on Product Access
9 Report on Political Expenditures Against Against Shareholder
Congruence
--------------------------------------------------------------------------------
PINTEREST, INC.
Ticker: PINS Security ID: 72352L106
Meeting Date: MAY 25, 2023 Meeting Type: Annual
Record Date: MAR 29, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Jeffrey Jordan For Against Management
1b Elect Director Jeremy Levine For Against Management
1c Elect Director Gokul Rajaram For For Management
1d Elect Director Marc Steinberg For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors For For Management
4 Report on Prevention of Workplace Against For Shareholder
Harassment and Discrimination
5 Report on Censorship Against Against Shareholder
--------------------------------------------------------------------------------
PIONEER NATURAL RESOURCES COMPANY
Ticker: PXD Security ID: 723787107
Meeting Date: MAY 25, 2023 Meeting Type: Annual
Record Date: MAR 30, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director A.R Alameddine For For Management
1b Elect Director Lori G. Billingsley For For Management
1c Elect Director Edison C. Buchanan For For Management
1d Elect Director Richard P. Dealy For For Management
1e Elect Director Maria S. Dreyfus For For Management
1f Elect Director Matthew M. Gallagher For For Management
1g Elect Director Phillip A. Gobe For For Management
1h Elect Director Stacy P. Methvin For For Management
1i Elect Director Royce W. Mitchell For For Management
1j Elect Director Scott D. Sheffield For For Management
1k Elect Director J. Kenneth Thompson For For Management
1l Elect Director Phoebe A. Wood For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
POPULAR, INC.
Ticker: BPOP Security ID: 733174700
Meeting Date: MAY 11, 2023 Meeting Type: Annual
Record Date: MAR 14, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Ignacio Alvarez For For Management
1b Elect Director Joaquin E. Bacardi, III For For Management
1c Elect Director Alejandro M. Ballester For For Management
1d Elect Director Robert Carrady For For Management
1e Elect Director Richard L. Carrion For For Management
1f Elect Director Betty DeVita For For Management
1g Elect Director John W. Diercksen For For Management
1h Elect Director Maria Luisa Ferre Rangel For For Management
1i Elect Director C. Kim Goodwin For For Management
1j Elect Director Jose R. Rodriguez For For Management
1k Elect Director Alejandro M. Sanchez For For Management
1l Elect Director Myrna M. Soto For For Management
1m Elect Director Carlos A. Unanue For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
--------------------------------------------------------------------------------
PREMIER, INC.
Ticker: PINC Security ID: 74051N102
Meeting Date: DEC 02, 2022 Meeting Type: Annual
Record Date: OCT 05, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Michael J. Alkire For For Management
1.2 Elect Director Jody R. Davids For For Management
1.3 Elect Director Peter S. Fine For For Management
1.4 Elect Director Marvin R. O'Quinn For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
PROLOGIS, INC.
Ticker: PLD Security ID: 74340W103
Meeting Date: SEP 28, 2022 Meeting Type: Special
Record Date: AUG 08, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1 Issue Shares in Connection with Merger For For Management
2 Adjourn Meeting For For Management
--------------------------------------------------------------------------------
PROLOGIS, INC.
Ticker: PLD Security ID: 74340W103
Meeting Date: MAY 04, 2023 Meeting Type: Annual
Record Date: MAR 07, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Hamid R. Moghadam For For Management
1b Elect Director Cristina G. Bita For For Management
1c Elect Director James B. Connor For For Management
1d Elect Director George L. Fotiades For For Management
1e Elect Director Lydia H. Kennard For For Management
1f Elect Director Irving F. Lyons, III For For Management
1g Elect Director Avid Modjtabai For For Management
1h Elect Director David P. O'Connor For For Management
1i Elect Director Olivier Piani For For Management
1j Elect Director Jeffrey L. Skelton For Against Management
1k Elect Director Carl B. Webb For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify KPMG LLP as Auditors For Against Management
--------------------------------------------------------------------------------
PRUDENTIAL FINANCIAL, INC.
Ticker: PRU Security ID: 744320102
Meeting Date: MAY 09, 2023 Meeting Type: Annual
Record Date: MAR 10, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Gilbert F. Casellas For For Management
1.2 Elect Director Robert M. Falzon For For Management
1.3 Elect Director Martina Hund-Mejean For For Management
1.4 Elect Director Wendy E. Jones For For Management
1.5 Elect Director Charles F. Lowrey For For Management
1.6 Elect Director Sandra Pianalto For For Management
1.7 Elect Director Christine A. Poon For For Management
1.8 Elect Director Douglas A. Scovanner For For Management
1.9 Elect Director Michael A. Todman For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Require Independent Board Chair Against Against Shareholder
--------------------------------------------------------------------------------
PUBLIC STORAGE
Ticker: PSA Security ID: 74460D109
Meeting Date: MAY 02, 2023 Meeting Type: Annual
Record Date: MAR 13, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Ronald L. Havner, Jr. For For Management
1b Elect Director Tamara Hughes Gustavson For For Management
1c Elect Director Leslie S. Heisz For For Management
1d Elect Director Shankh S. Mitra For For Management
1e Elect Director David J. Neithercut For For Management
1f Elect Director Rebecca Owen For For Management
1g Elect Director Kristy M. Pipes For For Management
1h Elect Director Avedick B. Poladian For For Management
1i Elect Director John Reyes For For Management
1j Elect Director Joseph D. Russell, Jr. For For Management
1k Elect Director Tariq M. Shaukat For For Management
1l Elect Director Ronald P. Spogli For For Management
1m Elect Director Paul S. Williams For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
5 Report on GHG Emissions Reduction Against For Shareholder
Targets Aligned with the Paris
Agreement Goal
--------------------------------------------------------------------------------
PURE STORAGE, INC.
Ticker: PSTG Security ID: 74624M102
Meeting Date: JUN 14, 2023 Meeting Type: Annual
Record Date: APR 17, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Andrew Brown For For Management
1.2 Elect Director John "Coz" Colgrove For For Management
1.3 Elect Director Roxanne Taylor For Withhold Management
2 Ratify Deloitte & Touche LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
QUALCOMM INCORPORATED
Ticker: QCOM Security ID: 747525103
Meeting Date: MAR 08, 2023 Meeting Type: Annual
Record Date: JAN 09, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Sylvia Acevedo For For Management
1b Elect Director Cristiano R. Amon For For Management
1c Elect Director Mark Fields For For Management
1d Elect Director Jeffrey W. Henderson For For Management
1e Elect Director Gregory N. Johnson For For Management
1f Elect Director Ann M. Livermore For For Management
1g Elect Director Mark D. McLaughlin For For Management
1h Elect Director Jamie S. Miller For For Management
1i Elect Director Irene B. Rosenfeld For For Management
1j Elect Director Kornelis (Neil) Smit For For Management
1k Elect Director Jean-Pascal Tricoire For For Management
1l Elect Director Anthony J. Vinciquerra For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Approve Omnibus Stock Plan For For Management
4 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
QUIDELORTHO CORP.
Ticker: QDEL Security ID: 219798105
Meeting Date: MAY 16, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Douglas C. Bryant For For Management
1.2 Elect Director Kenneth F. Buechler For For Management
1.3 Elect Director Evelyn S. Dilsaver For For Management
1.4 Elect Director Edward L. Michael For For Management
1.5 Elect Director Mary Lake Polan For For Management
1.6 Elect Director Ann D. Rhoads For For Management
1.7 Elect Director Robert R. Schmidt For For Management
1.8 Elect Director Christoper M. Smith For For Management
1.9 Elect Director Matthew W. Strobeck For For Management
1.10 Elect Director Kenneth J. Widder For For Management
1.11 Elect Director Joseph D. Wilkins, Jr. For For Management
1.12 Elect Director Stephen H. Wise For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
--------------------------------------------------------------------------------
REALTY INCOME CORPORATION
Ticker: O Security ID: 756109104
Meeting Date: MAY 23, 2023 Meeting Type: Annual
Record Date: MAR 23, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Priscilla Almodovar For For Management
1b Elect Director Jacqueline Brady For For Management
1c Elect Director A. Larry Chapman For For Management
1d Elect Director Reginald H. Gilyard For For Management
1e Elect Director Mary Hogan Preusse For For Management
1f Elect Director Priya Cherian Huskins For For Management
1g Elect Director Gerardo I. Lopez For For Management
1h Elect Director Michael D. McKee For Against Management
1i Elect Director Gregory T. McLaughlin For For Management
1j Elect Director Ronald L. Merriman For For Management
1k Elect Director Sumit Roy For For Management
2 Ratify KPMG LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
REGENERON PHARMACEUTICALS, INC.
Ticker: REGN Security ID: 75886F107
Meeting Date: JUN 09, 2023 Meeting Type: Annual
Record Date: APR 11, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Joseph L. Goldstein For For Management
1b Elect Director Christine A. Poon For Against Management
1c Elect Director Craig B. Thompson For For Management
1d Elect Director Huda Y. Zoghbi For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Report on Impact of Extended Patent Against For Shareholder
Exclusivities on Product Access
--------------------------------------------------------------------------------
REGIONS FINANCIAL CORPORATION
Ticker: RF Security ID: 7591EP100
Meeting Date: APR 19, 2023 Meeting Type: Annual
Record Date: FEB 21, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Mark A. Crosswhite For For Management
1b Elect Director Noopur Davis For For Management
1c Elect Director Zhanna Golodryga For For Management
1d Elect Director J. Thomas Hill For For Management
1e Elect Director John D. Johns For For Management
1f Elect Director Joia M. Johnson For For Management
1g Elect Director Ruth Ann Marshall For Against Management
1h Elect Director Charles D. McCrary For For Management
1i Elect Director James T. Prokopanko For For Management
1j Elect Director Lee J. Styslinger, III For For Management
1k Elect Director Jose S. Suquet For For Management
1l Elect Director John M. Turner, Jr. For For Management
1m Elect Director Timothy Vines For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
REPUBLIC SERVICES, INC.
Ticker: RSG Security ID: 760759100
Meeting Date: MAY 12, 2023 Meeting Type: Annual
Record Date: MAR 15, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Manuel Kadre For For Management
1b Elect Director Tomago Collins For For Management
1c Elect Director Michael A. Duffy For For Management
1d Elect Director Thomas W. Handley For For Management
1e Elect Director Jennifer M. Kirk For For Management
1f Elect Director Michael Larson For Against Management
1g Elect Director James P. Snee For For Management
1h Elect Director Brian S. Tyler For For Management
1i Elect Director Jon Vander Ark For For Management
1j Elect Director Sandra M. Volpe For For Management
1k Elect Director Katharine B. Weymouth For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
--------------------------------------------------------------------------------
RITHM CAPITAL CORP.
Ticker: RITM Security ID: 64828T201
Meeting Date: MAY 25, 2023 Meeting Type: Annual
Record Date: MAR 31, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director David Saltzman For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Approve Omnibus Stock Plan For For Management
--------------------------------------------------------------------------------
ROBERT HALF INTERNATIONAL INC.
Ticker: RHI Security ID: 770323103
Meeting Date: MAY 17, 2023 Meeting Type: Annual
Record Date: MAR 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Julia L. Coronado For For Management
1b Elect Director Dirk A. Kempthorne For For Management
1c Elect Director Harold M. Messmer, Jr. For For Management
1d Elect Director Marc H. Morial For For Management
1e Elect Director Robert J. Pace For For Management
1f Elect Director Frederick A. Richman For For Management
1g Elect Director M. Keith Waddell For For Management
1h Elect Director Marnie H. Wilking For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
--------------------------------------------------------------------------------
ROBLOX CORPORATION
Ticker: RBLX Security ID: 771049103
Meeting Date: MAY 25, 2023 Meeting Type: Annual
Record Date: MAR 27, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director David Baszucki For For Management
1.2 Elect Director Gregory Baszucki For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Ratify Deloitte & Touche LLP as For For Management
Auditors
--------------------------------------------------------------------------------
ROCKWELL AUTOMATION, INC.
Ticker: ROK Security ID: 773903109
Meeting Date: FEB 07, 2023 Meeting Type: Annual
Record Date: DEC 12, 2022
# Proposal Mgt Rec Vote Cast Sponsor
A1 Elect Director William P. Gipson For Withhold Management
A2 Elect Director Pam Murphy For For Management
A3 Elect Director Donald R. Parfet For For Management
A4 Elect Director Robert W. Soderbery For For Management
B Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
C Advisory Vote on Say on Pay Frequency One Year One Year Management
D Ratify Deloitte & Touche LLP as For Against Management
Auditors
--------------------------------------------------------------------------------
RYAN SPECIALTY HOLDINGS, INC.
Ticker: RYAN Security ID: 78351F107
Meeting Date: MAY 01, 2023 Meeting Type: Annual
Record Date: MAR 10, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director David P. Bolger For For Management
1.2 Elect Director Nicholas D. Cortezi For For Management
1.3 Elect Director Robert (Bobby) Le Blanc For Withhold Management
2 Ratify Deloitte & Touche LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
RYDER SYSTEM, INC.
Ticker: R Security ID: 783549108
Meeting Date: MAY 05, 2023 Meeting Type: Annual
Record Date: MAR 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Robert J. Eck For For Management
1b Elect Director Robert A. Hagemann For For Management
1c Elect Director Michael F. Hilton For For Management
1d Elect Director Tamara L. Lundgren For For Management
1e Elect Director Luis P. Nieto, Jr. For For Management
1f Elect Director David G. Nord For For Management
1g Elect Director Robert E. Sanchez For For Management
1h Elect Director Abbie J. Smith For For Management
1i Elect Director E. Follin Smith For For Management
1j Elect Director Dmitri L. Stockton For For Management
1k Elect Director Charles M. Swoboda For For Management
2 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Amend Omnibus Stock Plan For For Management
6 Require Independent Board Chair Against For Shareholder
--------------------------------------------------------------------------------
SBA COMMUNICATIONS CORPORATION
Ticker: SBAC Security ID: 78410G104
Meeting Date: MAY 25, 2023 Meeting Type: Annual
Record Date: MAR 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Steven E. Bernstein For For Management
1.2 Elect Director Laurie Bowen For For Management
1.3 Elect Director Amy E. Wilson For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
SCHLUMBERGER N.V.
Ticker: SLB Security ID: 806857108
Meeting Date: APR 05, 2023 Meeting Type: Annual
Record Date: FEB 08, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Peter Coleman For For Management
1.2 Elect Director Patrick de La For For Management
Chevardiere
1.3 Elect Director Miguel Galuccio For For Management
1.4 Elect Director Olivier Le Peuch For For Management
1.5 Elect Director Samuel Leupold For For Management
1.6 Elect Director Tatiana Mitrova For For Management
1.7 Elect Director Maria Moraeus Hanssen For For Management
1.8 Elect Director Vanitha Narayanan For For Management
1.9 Elect Director Mark Papa For Against Management
1.10 Elect Director Jeff Sheets For For Management
1.11 Elect Director Ulrich Spiesshofer For For Management
2 Advisory Vote on Say on Pay Frequency One Year One Year Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Adopt and Approve Financials and For For Management
Dividends
5 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
--------------------------------------------------------------------------------
SENSATA TECHNOLOGIES HOLDING PLC
Ticker: ST Security ID: G8060N102
Meeting Date: MAY 25, 2023 Meeting Type: Annual
Record Date: MAR 30, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Andrew C. Teich For For Management
1b Elect Director Jeffrey J. Cote For For Management
1c Elect Director John P. Absmeier For For Management
1d Elect Director Daniel L. Black For For Management
1e Elect Director Lorraine A. Bolsinger For For Management
1f Elect Director Constance E. Skidmore For For Management
1g Elect Director Steven A. Sonnenberg For For Management
1h Elect Director Martha N. Sullivan For For Management
1i Elect Director Stephen M. Zide For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Ratify Deloitte & Touche LLP as For For Management
Auditors
4 Approve Director Compensation Report For For Management
5 Ratify Deloitte & Touche LLP as U.K. For For Management
Statutory Auditor
6 Authorise Board to Fix Remuneration of For For Management
Auditors
7 Accept Financial Statements and For For Management
Statutory Reports
8 Authorize Directed Share Repurchase For For Management
Program
9 Authorize Issue of Equity For For Management
10 Authorize Issue of Equity without For For Management
Pre-emptive Rights
11 Authorize the Board of Directors to For For Management
Allot Shares Under the Equity
Incentive Plans
12 Authorize the Board of Directors to For For Management
Allot Shares Under the Equity
Incentive Plans without Pre-emptive
Rights
--------------------------------------------------------------------------------
SERVICENOW, INC.
Ticker: NOW Security ID: 81762P102
Meeting Date: JUN 01, 2023 Meeting Type: Annual
Record Date: APR 04, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Susan L. Bostrom For For Management
1b Elect Director Teresa Briggs For For Management
1c Elect Director Jonathan C. Chadwick For For Management
1d Elect Director Paul E. Chamberlain For For Management
1e Elect Director Lawrence J. Jackson, Jr. For For Management
1f Elect Director Frederic B. Luddy For For Management
1g Elect Director William R. McDermott For For Management
1h Elect Director Jeffrey A. Miller For For Management
1i Elect Director Joseph 'Larry' Quinlan For For Management
1j Elect Director Anita M. Sands For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
4 Amend Omnibus Stock Plan For For Management
5 Elect Director Deborah Black For For Management
--------------------------------------------------------------------------------
SIMON PROPERTY GROUP, INC.
Ticker: SPG Security ID: 828806109
Meeting Date: MAY 04, 2023 Meeting Type: Annual
Record Date: MAR 15, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1A Elect Director Glyn F. Aeppel For Against Management
1B Elect Director Larry C. Glasscock For Against Management
1C Elect Director Allan Hubbard For Against Management
1D Elect Director Reuben S. Leibowitz For Against Management
1E Elect Director Randall J. Lewis For For Management
1F Elect Director Gary M. Rodkin For Against Management
1G Elect Director Peggy Fang Roe For Against Management
1H Elect Director Stefan M. Selig For For Management
1I Elect Director Daniel C. Smith For For Management
1J Elect Director Marta R. Stewart For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify Ernst & Young LLP as Auditors For Against Management
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
STARBUCKS CORPORATION
Ticker: SBUX Security ID: 855244109
Meeting Date: MAR 23, 2023 Meeting Type: Annual
Record Date: JAN 13, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Richard E. Allison, Jr. For For Management
1b Elect Director Andrew Campion For For Management
1c Elect Director Beth Ford For For Management
1d Elect Director Mellody Hobson For For Management
1e Elect Director Jorgen Vig Knudstorp For For Management
1f Elect Director Satya Nadella For For Management
1g Elect Director Laxman Narasimhan For For Management
1h Elect Director Howard Schultz For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For Against Management
Auditors
5 Report on Plant-Based Milk Pricing Against Against Shareholder
6 Adopt Policy on Succession Planning Against Against Shareholder
7 Report on Operations in Communist China Against Against Shareholder
8 Commission Third Party Assessment on Against For Shareholder
Company's Commitment to Freedom of
Association and Collective Bargaining
Rights
9 Establish Committee on Corporate Against Against Shareholder
Sustainability
--------------------------------------------------------------------------------
STRYKER CORPORATION
Ticker: SYK Security ID: 863667101
Meeting Date: MAY 10, 2023 Meeting Type: Annual
Record Date: MAR 13, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Mary K. Brainerd For For Management
1b Elect Director Giovanni Caforio For For Management
1c Elect Director Srikant M. Datar For For Management
1d Elect Director Allan C. Golston For For Management
1e Elect Director Kevin A. Lobo For For Management
1f Elect Director Sherilyn S. McCoy For For Management
1g Elect Director Andrew K. Silvernail For For Management
1h Elect Director Lisa M. Skeete Tatum For For Management
1i Elect Director Ronda E. Stryker For For Management
1j Elect Director Rajeev Suri For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Report on Political Contributions and Against For Shareholder
Expenditures
--------------------------------------------------------------------------------
SYNOVUS FINANCIAL CORP.
Ticker: SNV Security ID: 87161C501
Meeting Date: APR 26, 2023 Meeting Type: Annual
Record Date: FEB 16, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Stacy Apter For For Management
1b Elect Director Tim E. Bentsen For For Management
1c Elect Director Kevin S. Blair For For Management
1d Elect Director Pedro Cherry For For Management
1e Elect Director John H. Irby For For Management
1f Elect Director Diana M. Murphy For For Management
1g Elect Director Harris Pastides For For Management
1h Elect Director John L. Stallworth For For Management
1i Elect Director Barry L. Storey For For Management
1j Elect Director Alexandra Villoch For For Management
1k Elect Director Teresa White For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Ratify KPMG LLP as Auditors For Against Management
--------------------------------------------------------------------------------
TAPESTRY, INC.
Ticker: TPR Security ID: 876030107
Meeting Date: NOV 15, 2022 Meeting Type: Annual
Record Date: SEP 19, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director John P. Bilbrey For For Management
1b Elect Director Darrell Cavens For For Management
1c Elect Director Joanne Crevoiserat For For Management
1d Elect Director David Denton For For Management
1e Elect Director Johanna (Hanneke) Faber For For Management
1f Elect Director Anne Gates For For Management
1g Elect Director Thomas Greco For For Management
1h Elect Director Pamela Lifford For For Management
1i Elect Director Annabelle Yu Long For For Management
1j Elect Director Ivan Menezes For For Management
2 Ratify Deloitte & Touche LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
--------------------------------------------------------------------------------
TESLA, INC.
Ticker: TSLA Security ID: 88160R101
Meeting Date: AUG 04, 2022 Meeting Type: Annual
Record Date: JUN 06, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Ira Ehrenpreis For Against Management
1.2 Elect Director Kathleen Wilson-Thompson For Against Management
2 Reduce Director Terms from Three to For For Management
Two Years
3 Eliminate Supermajority Voting For For Management
Provisions
4 Increase Authorized Common Stock For For Management
5 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
6 Adopt Proxy Access Right Against For Shareholder
7 Report on Efforts to Prevent Against For Shareholder
Harassment and Discrimination in the
Workplace
8 Report on Racial and Gender Board Against Against Shareholder
Diversity
9 Report on the Impacts of Using Against For Shareholder
Mandatory Arbitration
10 Report on Corporate Climate Lobbying Against For Shareholder
in line with Paris Agreement
11 Adopt a Policy on Respecting Rights to Against For Shareholder
Freedom of Association and Collective
Bargaining
12 Report on Eradicating Child Labor in Against For Shareholder
Battery Supply Chain
13 Report on Water Risk Exposure Against For Shareholder
--------------------------------------------------------------------------------
TESLA, INC.
Ticker: TSLA Security ID: 88160R101
Meeting Date: MAY 16, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Elon Musk For For Management
1.2 Elect Director Robyn Denholm For Against Management
1.3 Elect Director JB Straubel For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency Three One Year Management
Years
4 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
5 Report on Key-Person Risk and Efforts Against Against Shareholder
to Ameliorate It
--------------------------------------------------------------------------------
TEXAS INSTRUMENTS INCORPORATED
Ticker: TXN Security ID: 882508104
Meeting Date: APR 27, 2023 Meeting Type: Annual
Record Date: MAR 01, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Mark A. Blinn For For Management
1b Elect Director Todd M. Bluedorn For For Management
1c Elect Director Janet F. Clark For For Management
1d Elect Director Carrie S. Cox For Against Management
1e Elect Director Martin S. Craighead For For Management
1f Elect Director Curtis C. Farmer For For Management
1g Elect Director Jean M. Hobby For For Management
1h Elect Director Haviv Ilan For For Management
1i Elect Director Ronald Kirk For For Management
1j Elect Director Pamela H. Patsley For For Management
1k Elect Director Robert E. Sanchez For For Management
1l Elect Director Richard K. Templeton For For Management
2 Amend Qualified Employee Stock For For Management
Purchase Plan
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
5 Ratify Ernst & Young LLP as Auditors For Against Management
6 Reduce Ownership Threshold for Against For Shareholder
Shareholders to Call Special Meeting
7 Report on Due Diligence Efforts to Against Against Shareholder
Trace End-User Misuse of Company
Products
--------------------------------------------------------------------------------
THE ALLSTATE CORPORATION
Ticker: ALL Security ID: 020002101
Meeting Date: MAY 23, 2023 Meeting Type: Annual
Record Date: MAR 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Donald E. Brown For For Management
1b Elect Director Kermit R. Crawford For For Management
1c Elect Director Richard T. Hume For For Management
1d Elect Director Margaret M. Keane For For Management
1e Elect Director Siddharth N. Mehta For For Management
1f Elect Director Jacques P. Perold For For Management
1g Elect Director Andrea Redmond For For Management
1h Elect Director Gregg M. Sherrill For For Management
1i Elect Director Judith A. Sprieser For For Management
1j Elect Director Perry M. Traquina For For Management
1k Elect Director Monica Turner For For Management
1l Elect Director Thomas J. Wilson For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For Against Management
Auditors
--------------------------------------------------------------------------------
THE CHARLES SCHWAB CORPORATION
Ticker: SCHW Security ID: 808513105
Meeting Date: MAY 18, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Marianne C. Brown For For Management
1b Elect Director Frank C. Herringer For Against Management
1c Elect Director Gerri K. For For Management
Martin-Flickinger
1d Elect Director Todd M. Ricketts For For Management
1e Elect Director Carolyn Schwab-Pomerantz For For Management
2 Ratify Deloitte & Touche LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Report on Gender/Racial Pay Gap Against For Shareholder
6 Report on Risks Related to Against Against Shareholder
Discrimination Against Individuals
Including Political Views
--------------------------------------------------------------------------------
THE CIGNA GROUP
Ticker: CI Security ID: 125523100
Meeting Date: APR 26, 2023 Meeting Type: Annual
Record Date: MAR 07, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director David M. Cordani For For Management
1b Elect Director William J. DeLaney For For Management
1c Elect Director Eric J. Foss For For Management
1d Elect Director Elder Granger For For Management
1e Elect Director Neesha Hathi For For Management
1f Elect Director George Kurian For For Management
1g Elect Director Kathleen M. Mazzarella For For Management
1h Elect Director Mark B. McClellan For For Management
1i Elect Director Kimberly A. Ross For For Management
1j Elect Director Eric C. Wiseman For For Management
1k Elect Director Donna F. Zarcone For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
5 Amend Certificate of Incorporation to For For Management
Limit the Liability of Certain Officers
6 Reduce Ownership Threshold for Against For Shareholder
Shareholders to Call Special Meeting
7 Report on Congruency of Political Against For Shareholder
Spending with Company Values and
Priorities
--------------------------------------------------------------------------------
THE COCA-COLA COMPANY
Ticker: KO Security ID: 191216100
Meeting Date: APR 25, 2023 Meeting Type: Annual
Record Date: FEB 24, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Herb Allen For For Management
1.2 Elect Director Marc Bolland For For Management
1.3 Elect Director Ana Botin For For Management
1.4 Elect Director Christopher C. Davis For Against Management
1.5 Elect Director Barry Diller For Against Management
1.6 Elect Director Carolyn Everson For For Management
1.7 Elect Director Helene D. Gayle For For Management
1.8 Elect Director Alexis M. Herman For For Management
1.9 Elect Director Maria Elena Lagomasino For For Management
1.10 Elect Director Amity Millhiser For For Management
1.11 Elect Director James Quincey For For Management
1.12 Elect Director Caroline J. Tsay For For Management
1.13 Elect Director David B. Weinberg For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
5 Report on Third-Party Civil Rights Against For Shareholder
Audit
6 Issue Transparency Report on Global Against Against Shareholder
Public Policy and Political Influence
7 Report on Congruency of Political Against For Shareholder
Spending with Company Values and
Priorities
8 Require Independent Board Chair Against Against Shareholder
9 Report on Risk Due to Restrictions on Against For Shareholder
Reproductive Rights
--------------------------------------------------------------------------------
THE GOLDMAN SACHS GROUP, INC.
Ticker: GS Security ID: 38141G104
Meeting Date: APR 26, 2023 Meeting Type: Annual
Record Date: FEB 27, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Michele Burns For For Management
1b Elect Director Mark Flaherty For For Management
1c Elect Director Kimberley Harris For For Management
1d Elect Director Kevin Johnson For For Management
1e Elect Director Ellen Kullman For For Management
1f Elect Director Lakshmi Mittal For Against Management
1g Elect Director Adebayo Ogunlesi For For Management
1h Elect Director Peter Oppenheimer For For Management
1i Elect Director David Solomon For For Management
1j Elect Director Jan Tighe For For Management
1k Elect Director Jessica Uhl For For Management
1l Elect Director David Viniar For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
5 Report on Lobbying Payments and Policy Against For Shareholder
6 Require Independent Board Chair Against Against Shareholder
7 Publish Third-Party Review on Chinese Against Against Shareholder
Congruency of Certain ETFs
8 Oversee and Report a Racial Equity Against Against Shareholder
Audit
9 Adopt Time-Bound Policy to Phase Out Against Against Shareholder
Underwriting and Lending for New
Fossil Fuel Development
10 Disclose 2030 Absolute GHG Reduction Against For Shareholder
Targets Associated with Lending and
Underwriting
11 Report on Climate Transition Plan Against For Shareholder
Describing Efforts to Align Financing
Activities with GHG Targets
12 Report on Median Gender/Racial Pay Gap Against For Shareholder
--------------------------------------------------------------------------------
THE HERSHEY COMPANY
Ticker: HSY Security ID: 427866108
Meeting Date: MAY 16, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Pamela M. Arway For For Management
1.2 Elect Director Michele G. Buck For For Management
1.3 Elect Director Victor L. Crawford For For Management
1.4 Elect Director Robert M. Dutkowsky For Withhold Management
1.5 Elect Director Mary Kay Haben For For Management
1.6 Elect Director James C. Katzman For For Management
1.7 Elect Director M. Diane Koken For For Management
1.8 Elect Director Huong Maria T. Kraus For For Management
1.9 Elect Director Robert M. Malcolm For For Management
1.10 Elect Director Anthony J. Palmer For For Management
1.11 Elect Director Juan R. Perez For Withhold Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Report on Human Rights Impacts of Against For Shareholder
Living Wage & Income Position Statement
--------------------------------------------------------------------------------
THE HOME DEPOT, INC.
Ticker: HD Security ID: 437076102
Meeting Date: MAY 18, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Gerard J. Arpey For For Management
1b Elect Director Ari Bousbib For For Management
1c Elect Director Jeffery H. Boyd For For Management
1d Elect Director Gregory D. Brenneman For For Management
1e Elect Director J. Frank Brown For For Management
1f Elect Director Albert P. Carey For For Management
1g Elect Director Edward P. Decker For For Management
1h Elect Director Linda R. Gooden For For Management
1i Elect Director Wayne M. Hewett For For Management
1j Elect Director Manuel Kadre For For Management
1k Elect Director Stephanie C. Linnartz For For Management
1l Elect Director Paula Santilli For For Management
1m Elect Director Caryn Seidman-Becker For For Management
2 Ratify KPMG LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Reduce Ownership Threshold for Against For Shareholder
Shareholders to Request Action by
Written Consent
6 Require Independent Board Chair Against Against Shareholder
7 Report on Political Expenditures Against For Shareholder
Congruence
8 Rescind 2022 Racial Equity Audit Against Against Shareholder
Proposal
9 Encourage Senior Management Commitment Against Against Shareholder
to Avoid Political Speech
--------------------------------------------------------------------------------
THE KRAFT HEINZ COMPANY
Ticker: KHC Security ID: 500754106
Meeting Date: MAY 04, 2023 Meeting Type: Annual
Record Date: MAR 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Gregory E. Abel For For Management
1b Elect Director Humberto P. Alfonso For For Management
1c Elect Director John T. Cahill For For Management
1d Elect Director Lori Dickerson Fouche For For Management
1e Elect Director Diane Gherson For For Management
1f Elect Director Timothy Kenesey For Against Management
1g Elect Director Alicia Knapp For For Management
1h Elect Director Elio Leoni Sceti For For Management
1i Elect Director Susan Mulder For For Management
1j Elect Director James Park For For Management
1k Elect Director Miguel Patricio For For Management
1l Elect Director John C. Pope For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
4 Adopt Simple Majority Vote Against Against Shareholder
5 Report on Supply Chain Water Risk Against For Shareholder
Exposure
6 Commission a Civil Rights and Against Against Shareholder
Non-Discrimination Audit
--------------------------------------------------------------------------------
THE PNC FINANCIAL SERVICES GROUP, INC.
Ticker: PNC Security ID: 693475105
Meeting Date: APR 26, 2023 Meeting Type: Annual
Record Date: FEB 03, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Joseph Alvarado For For Management
1b Elect Director Debra A. Cafaro For For Management
1c Elect Director Marjorie Rodgers For For Management
Cheshire
1d Elect Director William S. Demchak For For Management
1e Elect Director Andrew T. Feldstein For For Management
1f Elect Director Richard J. Harshman For For Management
1g Elect Director Daniel R. Hesse For For Management
1h Elect Director Renu Khator For For Management
1i Elect Director Linda R. Medler For For Management
1j Elect Director Robert A. Niblock For For Management
1k Elect Director Martin Pfinsgraff For For Management
1l Elect Director Bryan S. Salesky For For Management
1m Elect Director Toni Townes-whitley For For Management
2 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
THE PROGRESSIVE CORPORATION
Ticker: PGR Security ID: 743315103
Meeting Date: MAY 12, 2023 Meeting Type: Annual
Record Date: MAR 17, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Danelle M. Barrett For For Management
1b Elect Director Philip Bleser For For Management
1c Elect Director Stuart B. Burgdoerfer For For Management
1d Elect Director Pamela J. Craig For For Management
1e Elect Director Charles A. Davis For For Management
1f Elect Director Roger N. Farah For For Management
1g Elect Director Lawton W. Fitt For For Management
1h Elect Director Susan Patricia Griffith For For Management
1i Elect Director Devin C. Johnson For For Management
1j Elect Director Jeffrey D. Kelly For For Management
1k Elect Director Barbara R. Snyder For For Management
1l Elect Director Kahina Van Dyke For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
--------------------------------------------------------------------------------
THE SHERWIN-WILLIAMS COMPANY
Ticker: SHW Security ID: 824348106
Meeting Date: APR 19, 2023 Meeting Type: Annual
Record Date: FEB 21, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Kerrii B. Anderson For For Management
1b Elect Director Arthur F. Anton For For Management
1c Elect Director Jeff M. Fettig For For Management
1d Elect Director John G. Morikis For For Management
1e Elect Director Christine A. Poon For For Management
1f Elect Director Aaron M. Powell For For Management
1g Elect Director Marta R. Stewart For For Management
1h Elect Director Michael H. Thaman For For Management
1i Elect Director Matthew Thornton, III For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
--------------------------------------------------------------------------------
THE TJX COMPANIES, INC.
Ticker: TJX Security ID: 872540109
Meeting Date: JUN 06, 2023 Meeting Type: Annual
Record Date: APR 13, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Jose B. Alvarez For For Management
1b Elect Director Alan M. Bennett For For Management
1c Elect Director Rosemary T. Berkery For For Management
1d Elect Director David T. Ching For For Management
1e Elect Director C. Kim Goodwin For For Management
1f Elect Director Ernie Herrman For For Management
1g Elect Director Amy B. Lane For For Management
1h Elect Director Carol Meyrowitz For For Management
1i Elect Director Jackwyn L. Nemerov For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Report on Third-Party Assessment of Against For Shareholder
Human Rights Due Diligence in Supply
Chain
6 Report on Risk from Supplier Against For Shareholder
Misclassification of Supplier's
Employees
7 Adopt a Paid Sick Leave Policy for All Against For Shareholder
Employees
--------------------------------------------------------------------------------
THE TRAVELERS COMPANIES, INC.
Ticker: TRV Security ID: 89417E109
Meeting Date: MAY 24, 2023 Meeting Type: Annual
Record Date: MAR 28, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Alan L. Beller For For Management
1b Elect Director Janet M. Dolan For For Management
1c Elect Director Russell G. Golden For For Management
1d Elect Director Patricia L. Higgins For For Management
1e Elect Director William J. Kane For For Management
1f Elect Director Thomas B. Leonardi For For Management
1g Elect Director Clarence Otis, Jr. For For Management
1h Elect Director Elizabeth E. Robinson For For Management
1i Elect Director Philip T. (Pete) For For Management
Ruegger, III
1j Elect Director Rafael Santana For For Management
1k Elect Director Todd C. Schermerhorn For For Management
1l Elect Director Alan D. Schnitzer For For Management
1m Elect Director Laurie J. Thomsen For For Management
1n Elect Director Bridget van Kralingen For For Management
2 Ratify KPMG LLP as Auditors For Against Management
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
5 Approve Omnibus Stock Plan For For Management
6 Report on Efforts to Measure, Disclose Against For Shareholder
and Reduce GHG Emissions Associated
with Underwriting
7 Adopt Time-Bound Policy to Phase Out Against Against Shareholder
Underwriting for New Fossil Fuel
Exploration and Development
8 Oversee and Report on a Third-Party Against For Shareholder
Racial Equity Audit
9 Ensure Policies Do Not Support Police Against For Shareholder
Violations of Civil Rights
10 Adopt Policy to Require Third-Party None None Shareholder
Organizations to Annually Report
Expenditures for Political Activities
- Withdrawn
--------------------------------------------------------------------------------
THERMO FISHER SCIENTIFIC INC.
Ticker: TMO Security ID: 883556102
Meeting Date: MAY 24, 2023 Meeting Type: Annual
Record Date: MAR 27, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Marc N. Casper For For Management
1b Elect Director Nelson J. Chai For For Management
1c Elect Director Ruby R. Chandy For For Management
1d Elect Director C. Martin Harris For For Management
1e Elect Director Tyler Jacks For For Management
1f Elect Director R. Alexandra Keith For For Management
1g Elect Director James C. Mullen For For Management
1h Elect Director Lars R. Sorensen For Against Management
1i Elect Director Debora L. Spar For For Management
1j Elect Director Scott M. Sperling For For Management
1k Elect Director Dion J. Weisler For Against Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
5 Amend Omnibus Stock Plan For For Management
6 Approve Qualified Employee Stock For For Management
Purchase Plan
--------------------------------------------------------------------------------
TRUIST FINANCIAL CORPORATION
Ticker: TFC Security ID: 89832Q109
Meeting Date: APR 25, 2023 Meeting Type: Annual
Record Date: FEB 16, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Jennifer S. Banner For For Management
1b Elect Director K. David Boyer, Jr. For For Management
1c Elect Director Agnes Bundy Scanlan For For Management
1d Elect Director Anna R. Cablik For For Management
1e Elect Director Dallas S. Clement For For Management
1f Elect Director Paul D. Donahue For For Management
1g Elect Director Patrick C. Graney, III For For Management
1h Elect Director Linnie M. Haynesworth For For Management
1i Elect Director Kelly S. King For For Management
1j Elect Director Easter A. Maynard For For Management
1k Elect Director Donna S. Morea For For Management
1l Elect Director Charles A. Patton For For Management
1m Elect Director Nido R. Qubein For For Management
1n Elect Director David M. Ratcliffe For For Management
1o Elect Director William H. Rogers, Jr. For For Management
1p Elect Director Frank P. Scruggs, Jr. For For Management
1q Elect Director Christine Sears For For Management
1r Elect Director Thomas E. Skains For For Management
1s Elect Director Bruce L. Tanner For For Management
1t Elect Director Thomas N. Thompson For For Management
1u Elect Director Steven C. Voorhees For For Management
2 Ratify PricewaterhouseCoopers LLP as For Against Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Require Independent Board Chair Against For Shareholder
--------------------------------------------------------------------------------
U.S. BANCORP
Ticker: USB Security ID: 902973304
Meeting Date: APR 18, 2023 Meeting Type: Annual
Record Date: FEB 21, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Warner L. Baxter For For Management
1b Elect Director Dorothy J. Bridges For For Management
1c Elect Director Elizabeth L. Buse For For Management
1d Elect Director Andrew Cecere For For Management
1e Elect Director Alan B. Colberg For For Management
1f Elect Director Kimberly N. For For Management
Ellison-Taylor
1g Elect Director Kimberly J. Harris For For Management
1h Elect Director Roland A. Hernandez For For Management
1i Elect Director Richard P. McKenney For For Management
1j Elect Director Yusuf I. Mehdi For For Management
1k Elect Director Loretta E. Reynolds For For Management
1l Elect Director John P. Wiehoff For For Management
1m Elect Director Scott W. Wine For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For For Management
--------------------------------------------------------------------------------
UBER TECHNOLOGIES, INC.
Ticker: UBER Security ID: 90353T100
Meeting Date: MAY 08, 2023 Meeting Type: Annual
Record Date: MAR 13, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Ronald Sugar For For Management
1b Elect Director Revathi Advaithi For For Management
1c Elect Director Ursula Burns For Against Management
1d Elect Director Robert Eckert For For Management
1e Elect Director Amanda Ginsberg For For Management
1f Elect Director Dara Khosrowshahi For For Management
1g Elect Director Wan Ling Martello For For Management
1h Elect Director John Thain For For Management
1i Elect Director David I. Trujillo For For Management
1j Elect Director Alexander Wynaendts For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Ratify PricewaterhouseCoopers LLP as For For Management
Auditors
4 Commission a Third-Party Audit on Against Against Shareholder
Driver Health and Safety
--------------------------------------------------------------------------------
ULTA BEAUTY, INC.
Ticker: ULTA Security ID: 90384S303
Meeting Date: JUN 01, 2023 Meeting Type: Annual
Record Date: APR 04, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Michelle L. Collins For For Management
1b Elect Director Patricia A. Little For For Management
1c Elect Director Heidi G. Petz For For Management
1d Elect Director Michael C. Smith For For Management
2 Declassify the Board of Directors For For Management
3 Provide Directors May Be Removed With For For Management
or Without Cause
4 Eliminate Supermajority Vote For For Management
Requirement to Amend Certificate of
Incorporation
5 Eliminate Supermajority Vote For For Management
Requirement to Amend Bylaws
6 Ratify Ernst & Young LLP as Auditors For Against Management
7 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
8 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
UNITED PARCEL SERVICE, INC.
Ticker: UPS Security ID: 911312106
Meeting Date: MAY 04, 2023 Meeting Type: Annual
Record Date: MAR 09, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Carol Tome For For Management
1b Elect Director Rodney Adkins For For Management
1c Elect Director Eva Boratto For For Management
1d Elect Director Michael Burns For For Management
1e Elect Director Wayne Hewett For For Management
1f Elect Director Angela Hwang For For Management
1g Elect Director Kate Johnson For For Management
1h Elect Director William Johnson For Against Management
1i Elect Director Franck Moison For For Management
1j Elect Director Christiana Smith Shi For For Management
1k Elect Director Russell Stokes For For Management
1l Elect Director Kevin Warsh For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For Against Management
Auditors
5 Approve Recapitalization Plan for all Against For Shareholder
Stock to Have One-vote per Share
6 Adopt Independently Verified Against For Shareholder
Science-Based Greenhouse Gas Emissions
Reduction Targets in Line with the
Paris Climate Agreement
7 Report on Integrating GHG Emissions Against For Shareholder
Reductions Targets into Executive
Compensation
8 Report on Just Transition Against For Shareholder
9 Report on Risk Due to Restrictions on Against For Shareholder
Reproductive Rights
10 Oversee and Report a Civil Rights Audit Against Against Shareholder
11 Report on Effectiveness of Diversity, Against For Shareholder
Equity, and Inclusion Efforts
--------------------------------------------------------------------------------
UNITED RENTALS, INC.
Ticker: URI Security ID: 911363109
Meeting Date: MAY 04, 2023 Meeting Type: Annual
Record Date: MAR 07, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Jose B. Alvarez For Against Management
1b Elect Director Marc A. Bruno For For Management
1c Elect Director Larry D. De Shon For For Management
1d Elect Director Matthew J. Flannery For For Management
1e Elect Director Bobby J. Griffin For For Management
1f Elect Director Kim Harris Jones For For Management
1g Elect Director Terri L. Kelly For For Management
1h Elect Director Michael J. Kneeland For For Management
1i Elect Director Francisco J. For For Management
Lopez-Balboa
1j Elect Director Gracia C. Martore For For Management
1k Elect Director Shiv Singh For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Reduce Ownership Threshold for For For Management
Shareholders to Request Action by
Written Consent to 15%
6 Reduce Ownership Threshold for Against For Shareholder
Shareholders to Request Action by
Written Consent to 10%
--------------------------------------------------------------------------------
UNITEDHEALTH GROUP INCORPORATED
Ticker: UNH Security ID: 91324P102
Meeting Date: JUN 05, 2023 Meeting Type: Annual
Record Date: APR 10, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Timothy Flynn For For Management
1b Elect Director Paul Garcia For For Management
1c Elect Director Kristen Gil For For Management
1d Elect Director Stephen Hemsley For For Management
1e Elect Director Michele Hooper For For Management
1f Elect Director F. William McNabb, III For For Management
1g Elect Director Valerie Montgomery Rice For For Management
1h Elect Director John Noseworthy For For Management
1i Elect Director Andrew Witty For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Deloitte & Touche LLP as For Against Management
Auditors
5 Report on Third-Party Racial Equity Against For Shareholder
Audit
6 Report on Congruency of Political Against For Shareholder
Spending with Company Values and
Priorities
7 Submit Severance Agreement Against Against Shareholder
(Change-in-Control) to Shareholder Vote
--------------------------------------------------------------------------------
UNUM GROUP
Ticker: UNM Security ID: 91529Y106
Meeting Date: MAY 25, 2023 Meeting Type: Annual
Record Date: MAR 27, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Theodore H. Bunting, Jr. For For Management
1b Elect Director Susan L. Cross For For Management
1c Elect Director Susan D. DeVore For For Management
1d Elect Director Joseph J. Echevarria For For Management
1e Elect Director Cynthia L. Egan For For Management
1f Elect Director Kevin T. Kabat For For Management
1g Elect Director Timothy F. Keaney For For Management
1h Elect Director Gale V. King For For Management
1i Elect Director Gloria C. Larson For For Management
1j Elect Director Richard P. McKenney For For Management
1k Elect Director Ronald P. O'Hanley For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
--------------------------------------------------------------------------------
VALERO ENERGY CORPORATION
Ticker: VLO Security ID: 91913Y100
Meeting Date: MAY 09, 2023 Meeting Type: Annual
Record Date: MAR 13, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Fred M. Diaz For For Management
1b Elect Director H. Paulett Eberhart For For Management
1c Elect Director Marie A. Ffolkes For For Management
1d Elect Director Joseph W. Gorder For For Management
1e Elect Director Kimberly S. Greene For For Management
1f Elect Director Deborah P. Majoras For For Management
1g Elect Director Eric D. Mullins For For Management
1h Elect Director Donald L. Nickles For For Management
1i Elect Director Robert A. Profusek For For Management
1j Elect Director Randall J. Weisenburger For For Management
1k Elect Director Rayford Wilkins, Jr. For For Management
2 Ratify KPMG LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Report on Climate Transition Plan and Against For Shareholder
GHG Emissions Reduction Targets
6 Oversee and Report a Racial Equity Against Against Shareholder
Audit
--------------------------------------------------------------------------------
VEEVA SYSTEMS INC.
Ticker: VEEV Security ID: 922475108
Meeting Date: JUN 21, 2023 Meeting Type: Annual
Record Date: APR 26, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Timothy S. Cabral For For Management
1b Elect Director Mark Carges For For Management
1c Elect Director Peter P. Gassner For For Management
1d Elect Director Mary Lynne Hedley For Against Management
1e Elect Director Priscilla Hung For For Management
1f Elect Director Tina Hunt For For Management
1g Elect Director Marshall L. Mohr For For Management
1h Elect Director Gordon Ritter For For Management
1i Elect Director Paul Sekhri For Against Management
1j Elect Director Matthew J. Wallach For For Management
2 Ratify KPMG LLP as Auditors For For Management
3 Amend Certificate of Incorporation For For Management
4 Amend Bylaws to Require Shareholder Against Against Shareholder
Approval of Certain Provisions Related
to Director Nominations by Shareholders
--------------------------------------------------------------------------------
VERIZON COMMUNICATIONS INC.
Ticker: VZ Security ID: 92343V104
Meeting Date: MAY 11, 2023 Meeting Type: Annual
Record Date: MAR 13, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Shellye Archambeau For For Management
1.2 Elect Director Roxanne Austin For For Management
1.3 Elect Director Mark Bertolini For For Management
1.4 Elect Director Vittorio Colao For For Management
1.5 Elect Director Melanie Healey For For Management
1.6 Elect Director Laxman Narasimhan For For Management
1.7 Elect Director Clarence Otis, Jr. For For Management
1.8 Elect Director Daniel Schulman For For Management
1.9 Elect Director Rodney Slater For For Management
1.10 Elect Director Carol Tome For For Management
1.11 Elect Director Hans Vestberg For For Management
1.12 Elect Director Gregory Weaver For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
5 Report on Government Requests to Against Against Shareholder
Remove Content
6 Adopt a Policy Prohibiting Direct and Against Against Shareholder
Indirect Political Contributions to
Candidates
7 Amend Clawback Policy Against For Shareholder
8 Submit Severance Agreement Against Against Shareholder
(Change-in-Control) to Shareholder Vote
9 Require Independent Board Chair Against Against Shareholder
--------------------------------------------------------------------------------
VERTEX PHARMACEUTICALS INCORPORATED
Ticker: VRTX Security ID: 92532F100
Meeting Date: MAY 17, 2023 Meeting Type: Annual
Record Date: MAR 23, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Sangeeta Bhatia For For Management
1.2 Elect Director Lloyd Carney For For Management
1.3 Elect Director Alan Garber For For Management
1.4 Elect Director Terrence Kearney For For Management
1.5 Elect Director Reshma Kewalramani For For Management
1.6 Elect Director Jeffrey Leiden For For Management
1.7 Elect Director Diana McKenzie For For Management
1.8 Elect Director Bruce Sachs For For Management
1.9 Elect Director Suketu Upadhyay For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
--------------------------------------------------------------------------------
VISA INC.
Ticker: V Security ID: 92826C839
Meeting Date: JAN 24, 2023 Meeting Type: Annual
Record Date: NOV 25, 2022
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Lloyd A. Carney For For Management
1b Elect Director Kermit R. Crawford For For Management
1c Elect Director Francisco Javier For For Management
Fernandez-Carbajal
1d Elect Director Alfred F. Kelly, Jr. For For Management
1e Elect Director Ramon Laguarta For For Management
1f Elect Director Teri L. List For For Management
1g Elect Director John F. Lundgren For For Management
1h Elect Director Denise M. Morrison For For Management
1i Elect Director Linda J. Rendle For For Management
1j Elect Director Maynard G. Webb, Jr. For For Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify KPMG LLP as Auditors For For Management
5 Require Independent Board Chair Against Against Shareholder
--------------------------------------------------------------------------------
W. R. BERKLEY CORPORATION
Ticker: WRB Security ID: 084423102
Meeting Date: JUN 14, 2023 Meeting Type: Annual
Record Date: APR 18, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director W. Robert Berkley, Jr. For For Management
1b Elect Director Maria Luisa Ferre For Against Management
1c Elect Director Daniel L. Mosley For For Management
1d Elect Director Mark L. Shapiro For Against Management
2 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify KPMG LLP as Auditors For Against Management
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W.W. GRAINGER, INC.
Ticker: GWW Security ID: 384802104
Meeting Date: APR 26, 2023 Meeting Type: Annual
Record Date: MAR 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Rodney C. Adkins For For Management
1b Elect Director V. Ann Hailey For For Management
1c Elect Director Katherine D. Jaspon For For Management
1d Elect Director Stuart L. Levenick For For Management
1e Elect Director D.G. Macpherson For For Management
1f Elect Director Neil S. Novich For For Management
1g Elect Director Beatriz R. Perez For For Management
1h Elect Director E. Scott Santi For For Management
1i Elect Director Susan Slavik Williams For For Management
1j Elect Director Lucas E. Watson For For Management
1k Elect Director Steven A. White For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
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WALMART INC.
Ticker: WMT Security ID: 931142103
Meeting Date: MAY 31, 2023 Meeting Type: Annual
Record Date: APR 06, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Cesar Conde For For Management
1b Elect Director Timothy P. Flynn For For Management
1c Elect Director Sarah J. Friar For For Management
1d Elect Director Carla A. Harris For Against Management
1e Elect Director Thomas W. Horton For Against Management
1f Elect Director Marissa A. Mayer For For Management
1g Elect Director C. Douglas McMillon For For Management
1h Elect Director Gregory B. Penner For For Management
1i Elect Director Randall L. Stephenson For For Management
1j Elect Director S. Robson Walton For For Management
1k Elect Director Steuart L. Walton For For Management
2 Advisory Vote on Say on Pay Frequency One Year One Year Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Ratify Ernst & Young LLP as Auditors For Against Management
5 Consider Pay Disparity Between CEO and Against Against Shareholder
Other Employees
6 Report on Human Rights Due Diligence Against For Shareholder
7 Commission Third Party Racial Equity Against For Shareholder
Audit
8 Report on Racial and Gender Layoff Against Against Shareholder
Diversity
9 Amend Bylaws to Require Shareholder Against Against Shareholder
Approval of Certain Provisions Related
to Director Nominations by Shareholders
10 Report on Risks Related to Fulfilling Against Against Shareholder
Information Requests for Enforcing
Laws Criminalizing Abortion Access
11 Report on Risks Related to Operations Against Against Shareholder
in China
12 Oversee and Report a Workplace Health Against For Shareholder
and Safety Audit
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WASTE MANAGEMENT, INC.
Ticker: WM Security ID: 94106L109
Meeting Date: MAY 09, 2023 Meeting Type: Annual
Record Date: MAR 14, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Bruce E. Chinn For For Management
1b Elect Director James C. Fish, Jr. For For Management
1c Elect Director Andres R. Gluski For For Management
1d Elect Director Victoria M. Holt For For Management
1e Elect Director Kathleen M. Mazzarella For For Management
1f Elect Director Sean E. Menke For For Management
1g Elect Director William B. Plummer For For Management
1h Elect Director John C. Pope For For Management
1i Elect Director Maryrose T. Sylvester For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Approve Omnibus Stock Plan For For Management
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WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION
Ticker: WAB Security ID: 929740108
Meeting Date: MAY 17, 2023 Meeting Type: Annual
Record Date: MAR 21, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Rafael Santana For For Management
1b Elect Director Lee C. Banks For For Management
1c Elect Director Byron S. Foster For For Management
2 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
3 Advisory Vote on Say on Pay Frequency One Year One Year Management
4 Ratify Ernst & Young LLP as Auditors For Against Management
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WILLSCOT MOBILE MINI HOLDINGS CORP.
Ticker: WSC Security ID: 971378104
Meeting Date: JUN 02, 2023 Meeting Type: Annual
Record Date: APR 05, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1.1 Elect Director Mark S. Bartlett For For Management
1.2 Elect Director Erika T. Davis For For Management
1.3 Elect Director Gerard E. Holthaus For For Management
1.4 Elect Director Erik Olsson For For Management
1.5 Elect Director Rebecca L. Owen For For Management
1.6 Elect Director Jeff Sagansky For For Management
1.7 Elect Director Bradley L. Soultz For For Management
1.8 Elect Director Michael W. Upchurch For For Management
2 Ratify Ernst & Young LLP as Auditors For For Management
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
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XYLEM INC.
Ticker: XYL Security ID: 98419M100
Meeting Date: MAY 11, 2023 Meeting Type: Special
Record Date: APR 05, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1 Issue Shares in Connection with For For Management
Acquisition
2 Adjourn Meeting For For Management
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XYLEM INC.
Ticker: XYL Security ID: 98419M100
Meeting Date: MAY 18, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Jeanne Beliveau-Dunn For For Management
1b Elect Director Patrick K. Decker For For Management
1c Elect Director Earl R. Ellis For For Management
1d Elect Director Robert F. Friel For Against Management
1e Elect Director Victoria D. Harker For For Management
1f Elect Director Steven R. Loranger For For Management
1g Elect Director Mark D. Morelli For For Management
1h Elect Director Jerome A. Peribere For For Management
1i Elect Director Lila Tretikov For Against Management
1j Elect Director Uday Yadav For For Management
2 Ratify Deloitte & Touche LLP as For For Management
Auditors
3 Advisory Vote to Ratify Named For For Management
Executive Officers' Compensation
4 Require Independent Board Chair Against For Shareholder
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YUM! BRANDS, INC.
Ticker: YUM Security ID: 988498101
Meeting Date: MAY 18, 2023 Meeting Type: Annual
Record Date: MAR 20, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1a Elect Director Paget L. Alves For For Management
1b Elect Director Keith Barr For For Management
1c Elect Director Christopher M. Connor For For Management
1d Elect Director Brian C. Cornell For For Management
1e Elect Director Tanya L. Domier For For Management
1f Elect Director David W. Gibbs For For Management
1g Elect Director Mirian M. Graddick-Weir For For Management
1h Elect Director Thomas C. Nelson For For Management
1i Elect Director P. Justin Skala For For Management
1j Elect Director Annie Young-Scrivner For For Management
2 Ratify KPMG LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
4 Advisory Vote on Say on Pay Frequency One Year One Year Management
5 Report on Efforts to Reduce Plastic Use Against For Shareholder
6 Report on Lobbying Payments and Policy Against For Shareholder
7 Report on Civil Rights and Against Against Shareholder
Non-Discrimination Audit
8 Adopt Share Retention Policy For Against For Shareholder
Senior Executives
9 Report on Paid Sick Leave Against For Shareholder
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ZIONS BANCORPORATION, N.A.
Ticker: ZION Security ID: 989701107
Meeting Date: MAY 05, 2023 Meeting Type: Annual
Record Date: MAR 02, 2023
# Proposal Mgt Rec Vote Cast Sponsor
1A Elect Director Maria Contreras-Sweet For For Management
1B Elect Director Gary L. Crittenden For For Management
1C Elect Director Suren K. Gupta For For Management
1D Elect Director Claire A. Huang For For Management
1E Elect Director Vivian S. Lee For Against Management
1F Elect Director Scott J. McLean For For Management
1G Elect Director Edward F. Murphy For For Management
1H Elect Director Stephen D. Quinn For For Management
1I Elect Director Harris H. Simmons For For Management
1J Elect Director Aaron B. Skonnard For For Management
1K Elect Director Barbara A. Yastine For For Management
2 Ratify Ernst & Young LLP as Auditors For Against Management
3 Advisory Vote to Ratify Named For Against Management
Executive Officers' Compensation
Fund Name: Hartford Schroders Tax-Aware Bond ETF
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Fund Name: Hartford Short Duration ETF
There is no voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Fund Name: Hartford Sustainable Income ETF
There is no voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
Fund Name: Hartford Total Return Bond ETF
There is no voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
SIGNATURES
Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
| HARTFORD FUNDS EXCHANGE-TRADED TRUST | |||
| Date: August 17, 2023 | By: | /s/ James E. Davey | |
| James E. Davey, President and | |||
| Chief Executive Officer | |||