Investment Company Act File No. 811-22559
W. Scott Jardine
First Trust Portfolios L.P.
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 (ss.ss. 239.24 and 274.5 of this chapter), to file reports with the Commission, not later than August 31 of each year, containing the registrant's proxy voting record for the most recent twelve-month period ended June 30, pursuant to section 30 of the Investment Company Act of 1940 and rule 30b1-4 thereunder (17 CFR 270.30b1-4). The Commission may use the information provided on Form N-PX in its regulatory, disclosure review, inspection, and policymaking 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, 100 F Street, N.E., Washington D.C. 20549. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. Section 3507.
Item 1. Proxy Voting Record
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
First Trust EIP Carbon Impact ETF |
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NATIONAL GRID PLC | | | | | | | | |
Ticker: NG | | | | | | | | |
Primary CUSIP: G6S9A7120 | | | | | | | | |
Meeting Date: 27-Jul-20 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Accept Financial Statements and Statutory Reports | | Management | | For | | Yes | | No |
Approve Final Dividend | | Management | | For | | Yes | | No |
Re-elect Sir Peter Gershon as Director | | Management | | For | | Yes | | No |
Re-elect John Pettigrew as Director | | Management | | For | | Yes | | No |
Re-elect Andy Agg as Director | | Management | | For | | Yes | | No |
Re-elect Nicola Shaw as Director | | Management | | For | | Yes | | No |
Re-elect Mark Williamson as Director | | Management | | For | | Yes | | No |
Re-elect Jonathan Dawson as Director | | Management | | For | | Yes | | No |
Re-elect Therese Esperdy as Director | | Management | | For | | Yes | | No |
Re-elect Paul Golby as Director | | Management | | For | | Yes | | No |
Elect Liz Hewitt as Director | | Management | | For | | Yes | | No |
Re-elect Amanda Mesler as Director | | Management | | For | | Yes | | No |
Re-elect Earl Shipp as Director | | Management | | For | | Yes | | No |
Re-elect Jonathan Silver as Director | | Management | | For | | Yes | | No |
Reappoint Deloitte LLP as Auditors | | Management | | For | | Yes | | No |
Authorise the Audit Committee to Fix Remuneration of Auditors | | Management | | For | | Yes | | No |
Approve Remuneration Report | | Management | | For | | Yes | | No |
Authorise EU Political Donations and Expenditure | | Management | | For | | Yes | | No |
Authorise Issue of Equity | | Management | | For | | Yes | | No |
Reapprove Share Incentive Plan | | Management | | For | | Yes | | No |
Reapprove Sharesave Plan | | Management | | For | | Yes | | No |
Approve Increase in Borrowing Limit | | Management | | For | | Yes | | No |
Authorise Issue of Equity without Pre-emptive Rights | | Management | | For | | Yes | | No |
Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | | Management | | For | | Yes | | No |
Authorise Market Purchase of Ordinary Shares | | Management | | For | | Yes | | No |
Authorise the Company to Call General Meeting with Two Weeks' Notice | | Management | | For | | Yes | | No |
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NEW JERSEY RESOURCES CORPORATION | | | | | | | | |
Ticker: NJR | | | | | | | | |
Primary CUSIP: 646025106 | | | | | | | | |
Meeting Date: 20-Jan-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director M. William Howard, Jr. | | Management | | For | | Yes | | No |
Elect Director Donald L. Correll | | Management | | For | | Yes | | No |
Elect Director James H. DeGraffenreidt, Jr. | | Management | | For | | Yes | | No |
Elect Director M. Susan Hardwick | | Management | | For | | Yes | | No |
Elect Director George R. Zoffinger | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
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ATMOS ENERGY CORPORATION | | | | | | | | |
Ticker: ATO | | | | | | | | |
Primary CUSIP: 049560105 | | | | | | | | |
Meeting Date: 03-Feb-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director J. Kevin Akers | | Management | | For | | Yes | | No |
Elect Director Robert W. Best | | Management | | For | | Yes | | No |
Elect Director Kim R. Cocklin | | Management | | For | | Yes | | No |
Elect Director Kelly H. Compton | | Management | | For | | Yes | | No |
Elect Director Sean Donohue | | Management | | For | | Yes | | No |
Elect Director Rafael G. Garza | | Management | | For | | Yes | | No |
Elect Director Richard K. Gordon | | Management | | For | | Yes | | No |
Elect Director Robert C. Grable | | Management | | For | | Yes | | No |
Elect Director Nancy K. Quinn | | Management | | For | | Yes | | No |
Elect Director Richard A. Sampson | | Management | | For | | Yes | | No |
Elect Director Stephen R. Springer | | Management | | For | | Yes | | No |
Elect Director Diana J. Walters | | Management | | For | | Yes | | No |
Elect Director Richard Ware, II | | Management | | For | | Yes | | No |
Elect Director Frank Yoho | | Management | | For | | Yes | | No |
Amend Omnibus Stock Plan | | Management | | For | | Yes | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
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EDP RENOVAVEIS SA | | | | | | | | |
Ticker: EDPR | | | | | | | | |
Primary CUSIP: E3847K101 | | | | | | | | |
Meeting Date: 22-Feb-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Ratify Appointment of and Elect Miguel Stilwell de Andrade as Director | | Management | | For | | Yes | | No |
Ratify Appointment of and Elect Ana Paula Garrido Pina Marques as Director | | Management | | For | | Yes | | No |
Ratify Appointment of and Elect Joan Avalyn Dempsey as Director | | Management | | For | | Yes | | No |
Dismiss Antonio Luis Guerra Nunes Mexia as Director | | Management | | For | | Yes | | No |
Dismiss Joao Manuel Manso Neto as Director | | Management | | For | | Yes | | No |
Fix Number of Directors at 12 | | Management | | For | | Yes | | No |
Amend Articles Re: General Meetings | | Management | | For | | Yes | | No |
Authorize Board to Ratify and Execute Approved Resolutions | | Management | | For | | Yes | | No |
Ratify Appointment of and Elect Miguel Stilwell de Andrade as Director | | Management | | For | | Yes | | No |
Ratify Appointment of and Elect Ana Paula Garrido Pina Marques as Director | | Management | | For | | Yes | | No |
Ratify Appointment of and Elect Joan Avalyn Dempsey as Director | | Management | | For | | Yes | | No |
Dismiss Antonio Luis Guerra Nunes Mexia as Director | | Management | | For | | Yes | | No |
Dismiss Joao Manuel Manso Neto as Director | | Management | | For | | Yes | | No |
Fix Number of Directors at 12 | | Management | | For | | Yes | | No |
Amend Articles Re: General Meetings | | Management | | For | | Yes | | No |
Authorize Board to Ratify and Execute Approved Resolutions | | Management | | For | | Yes | | No |
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TC PIPELINES, LP | | | | | | | | |
Ticker: TCP | | | | | | | | |
Primary CUSIP: 87233Q108 | | | | | | | | |
Meeting Date: 26-Feb-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Approve Merger Agreement | | Management | | Against | | Yes | | Yes |
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ORSTED A/S | | | | | | | | |
Ticker: ORSTED | | | | | | | | |
Primary CUSIP: K7653Q105 | | | | | | | | |
Meeting Date: 01-Mar-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Receive Report of Board | | Management | | | | Yes | | No |
Accept Financial Statements and Statutory Reports | | Management | | For | | Yes | | No |
Approve Remuneration Report (Advisory Vote) | | Management | | For | | Yes | | No |
Approve Discharge of Management and Board | | Management | | For | | Yes | | No |
Approve Allocation of Income and Dividends of DKK 11.50 Per Share | | Management | | For | | Yes | | No |
Authorize Share Repurchase Program | | Management | | Against | | Yes | | Yes |
Approve Director Indemnification Scheme | | Management | | For | | Yes | | No |
Approve Guidelines for Incentive-Based Compensation for Executive Management and Board | | Management | | For | | Yes | | No |
Allow Shareholder Meetings to be Held by Electronic Means Only | | Management | | For | | Yes | | No |
Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | | Management | | For | | Yes | | No |
Other Proposals from Shareholders (None Submitted) | | Management | | | | Yes | | No |
Determine Number of Members (8) and Deputy Members of Board | | Management | | For | | Yes | | No |
Reelect Thomas Thune Andersen (Chair) as Director | | Management | | For | | Yes | | No |
Reelect Lene Skole (Vice Chair) as Director | | Management | | For | | Yes | | No |
Reelect Lynda Armstrong as Director | | Management | | For | | Yes | | No |
Reelect Jorgen Kildah as Director | | Management | | For | | Yes | | No |
Reelect Peter Korsholm as Director | | Management | | For | | Yes | | No |
Reelect Dieter Wemmer as Director | | Management | | For | | Yes | | No |
Elect Julia King as New Director | | Management | | For | | Yes | | No |
Elect Henrik Poulsen as New Director | | Management | | For | | Yes | | No |
Approve Remuneration of Directors; Approve Remuneration for Committee Work | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers as Auditors | | Management | | For | | Yes | | No |
Other Business | | Management | | | | Yes | | No |
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EDP RENOVAVEIS SA | | | | | | | | |
Ticker: EDPR | | | | | | | | |
Primary CUSIP: E3847K101 | | | | | | | | |
Meeting Date: 12-Apr-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Approve Consolidated and Standalone Financial Statements | | Management | | For | | Yes | | No |
Approve Allocation of Income and Dividends | | Management | | For | | Yes | | No |
Approve Consolidated and Standalone Management Reports, and Corporate Governance Report | | Management | | For | | Yes | | No |
Approve Non-Financial Information Statement | | Management | | For | | Yes | | No |
Appraise Management of Company and Approve Vote of Confidence to Board of Directors and Executive Committee | | Management | | For | | Yes | | No |
Reelect Miguel Stilwell de Andrade as Director | | Management | | For | | Yes | | No |
Reelect Rui Manuel Rodrigues Lopes Teixeira as Director | | Management | | For | | Yes | | No |
Reelect Vera de Morais Pinto Pereira Carneiro as Director | | Management | | For | | Yes | | No |
Reelect Ana Paula Garrido de Pina Marques as Director | | Management | | For | | Yes | | No |
Reelect Manuel Menendez Menendez as Director | | Management | | For | | Yes | | No |
Reelect Acacio Liberado Mota Piloto as Director | | Management | | For | | Yes | | No |
Reelect Allan J. Katz as Director | | Management | | For | | Yes | | No |
Reelect Joan Avalyn Dempsey as Director | | Management | | For | | Yes | | No |
Elect Antonio Sarmento Gomes Mota as Director | | Management | | For | | Yes | | No |
Elect Miguel Nuno Simoes Nunes Ferreira Setas as Director | | Management | | For | | Yes | | No |
Elect Rosa Maria Garcia Garcia as Director | | Management | | For | | Yes | | No |
Elect Jose Manuel Felix Morgado as Director | | Management | | For | | Yes | | No |
Approve Remuneration Policy | | Management | | For | | Yes | | No |
Renew PricewaterhouseCoopers as Auditor | | Management | | For | | Yes | | No |
Approve Capital Raising | | Management | | For | | Yes | | No |
Approve Dividends Charged Against Reserves | | Management | | For | | Yes | | No |
Authorize Board to Ratify and Execute Approved Resolutions | | Management | | For | | Yes | | No |
Approve Consolidated and Standalone Financial Statements | | Management | | For | | Yes | | No |
Approve Allocation of Income and Dividends | | Management | | For | | Yes | | No |
Approve Consolidated and Standalone Management Reports, and Corporate Governance Report | | Management | | For | | Yes | | No |
Approve Non-Financial Information Statement | | Management | | For | | Yes | | No |
Appraise Management of Company and Approve Vote of Confidence to Board of Directors and Executive Committee | | Management | | For | | Yes | | No |
Reelect Miguel Stilwell de Andrade as Director | | Management | | For | | Yes | | No |
Reelect Rui Manuel Rodrigues Lopes Teixeira as Director | | Management | | For | | Yes | | No |
Reelect Vera de Morais Pinto Pereira Carneiro as Director | | Management | | For | | Yes | | No |
Reelect Ana Paula Garrido de Pina Marques as Director | | Management | | For | | Yes | | No |
Reelect Manuel Menendez Menendez as Director | | Management | | For | | Yes | | No |
Reelect Acacio Liberado Mota Piloto as Director | | Management | | For | | Yes | | No |
Reelect Allan J. Katz as Director | | Management | | For | | Yes | | No |
Reelect Joan Avalyn Dempsey as Director | | Management | | For | | Yes | | No |
Elect Antonio Sarmento Gomes Mota as Director | | Management | | For | | Yes | | No |
Elect Miguel Nuno Simoes Nunes Ferreira Setas as Director | | Management | | For | | Yes | | No |
Elect Rosa Maria Garcia Garcia as Director | | Management | | For | | Yes | | No |
Elect Jose Manuel Felix Morgado as Director | | Management | | For | | Yes | | No |
Approve Remuneration Policy | | Management | | For | | Yes | | No |
Renew PricewaterhouseCoopers as Auditor | | Management | | For | | Yes | | No |
Approve Capital Raising | | Management | | For | | Yes | | No |
Approve Dividends Charged Against Reserves | | Management | | For | | Yes | | No |
Authorize Board to Ratify and Execute Approved Resolutions | | Management | | For | | Yes | | No |
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AMERICAN ELECTRIC POWER COMPANY, INC. |
Ticker: AEP | | | | | | | | |
Primary CUSIP: 025537101 | | | | | | | | |
Meeting Date: 20-Apr-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Nicholas K. Akins | | Management | | For | | Yes | | No |
Elect Director David J. Anderson | | Management | | For | | Yes | | No |
Elect Director J. Barnie Beasley, Jr. | | Management | | For | | Yes | | No |
Elect Director Art A. Garcia | | Management | | For | | Yes | | No |
Elect Director Linda A. Goodspeed | | Management | | For | | Yes | | No |
Elect Director Thomas E. Hoaglin | | Management | | For | | Yes | | No |
Elect Director Sandra Beach Lin | | Management | | For | | Yes | | No |
Elect Director Margaret M. McCarthy | | Management | | For | | Yes | | No |
Elect Director Stephen S. Rasmussen | | Management | | For | | Yes | | No |
Elect Director Oliver G. Richard, III | | Management | | For | | Yes | | No |
Elect Director Daryl Roberts | | Management | | For | | Yes | | No |
Elect Director Sara Martinez Tucker | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
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NEXTERA ENERGY PARTNERS, LP | | | | | | | | |
Ticker: NEP | | | | | | | | |
Primary CUSIP: 65341B106 | | | | | | | | |
Meeting Date: 20-Apr-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Susan D. Austin | | Management | | For | | Yes | | No |
Elect Director Robert J. Byrne | | Management | | For | | Yes | | No |
Elect Director Peter H. Kind | | Management | | For | | Yes | | No |
Elect Director James L. Robo | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
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PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED |
Ticker: PEG | | | | | | | | |
Primary CUSIP: 744573106 | | | | | | | | |
Meeting Date: 20-Apr-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Ralph Izzo | | Management | | For | | Yes | | No |
Elect Director Shirley Ann Jackson | | Management | | For | | Yes | | No |
Elect Director Willie A. Deese | | Management | | For | | Yes | | No |
Elect Director David Lilley | | Management | | For | | Yes | | No |
Elect Director Barry H. Ostrowsky | | Management | | For | | Yes | | No |
Elect Director Scott G. Stephenson | | Management | | For | | Yes | | No |
Elect Director Laura A. Sugg | | Management | | For | | Yes | | No |
Elect Director John P. Surma | | Management | | For | | Yes | | No |
Elect Director Susan Tomasky | | Management | | For | | Yes | | No |
Elect Director Alfred W. Zollar | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Approve Non-Employee Director Restricted Stock Plan | | Management | | For | | Yes | | No |
Approve Omnibus Stock Plan | | Management | | For | | Yes | | No |
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EDISON INTERNATIONAL | | | | | | | | |
Ticker: EIX | | | | | | | | |
Primary CUSIP: 281020107 | | | | | | | | |
Meeting Date: 22-Apr-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Jeanne Beliveau-Dunn | | Management | | For | | Yes | | No |
Elect Director Michael C. Camunez | | Management | | For | | Yes | | No |
Elect Director Vanessa C.L. Chang | | Management | | For | | Yes | | No |
Elect Director James T. Morris | | Management | | For | | Yes | | No |
Elect Director Timothy T. O'Toole | | Management | | For | | Yes | | No |
Elect Director Pedro J. Pizarro | | Management | | For | | Yes | | No |
Elect Director Carey A. Smith | | Management | | For | | Yes | | No |
Elect Director Linda G. Stuntz | | Management | | For | | Yes | | No |
Elect Director William P. Sullivan | | Management | | For | | Yes | | No |
Elect Director Peter J. Taylor | | Management | | For | | Yes | | No |
Elect Director Keith Trent | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Approve Qualified Employee Stock Purchase Plan | | Management | | For | | Yes | | No |
Amend Proxy Access Right | | Share Holder | | For | | Yes | | Yes |
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NATIONAL GRID PLC | | | | | | | | |
Ticker: NG | | | | | | | | |
Primary CUSIP: G6S9A7120 | | | | | | | | |
Meeting Date: 22-Apr-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Approve Acquisition of PPL WPD Investments Limited | | Management | | For | | Yes | | No |
Approve Increase in Borrowing Limit Under the Company's Articles of Association | | Management | | For | | Yes | | No |
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THE WILLIAMS COMPANIES, INC. | | | | | | | | |
Ticker: WMB | | | | | | | | |
Primary CUSIP: 969457100 | | | | | | | | |
Meeting Date: 27-Apr-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Alan S. Armstrong | | Management | | For | | Yes | | No |
Elect Director Stephen W. Bergstrom | | Management | | For | | Yes | | No |
Elect Director Nancy K. Buese | | Management | | For | | Yes | | No |
Elect Director Stephen I. Chazen | | Management | | For | | Yes | | No |
Elect Director Charles I. Cogut | | Management | | For | | Yes | | No |
Elect Director Michael A. Creel | | Management | | For | | Yes | | No |
Elect Director Stacey H. Dore | | Management | | For | | Yes | | No |
Elect Director Vicki L. Fuller | | Management | | For | | Yes | | No |
Elect Director Peter A. Ragauss | | Management | | For | | Yes | | No |
Elect Director Rose M. Robeson | | Management | | For | | Yes | | No |
Elect Director Scott D. Sheffield | | Management | | For | | Yes | | No |
Elect Director Murray D. Smith | | Management | | For | | Yes | | No |
Elect Director William H. Spence | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | For | | Yes | | No |
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CLEARWAY ENERGY, INC. | | | | | | | | |
Ticker: CWEN | | | | | | | | |
Primary CUSIP: 18539C204 | | | | | | | | |
Meeting Date: 29-Apr-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Jonathan Bram | | Management | | Withhold | | Yes | | Yes |
Elect Director Nathaniel Anschuetz | | Management | | Withhold | | Yes | | Yes |
Elect Director Brian R. Ford | | Management | | For | | Yes | | No |
Elect Director Bruce MacLennan | | Management | | Withhold | | Yes | | Yes |
Elect Director Ferrell P. McClean | | Management | | For | | Yes | | No |
Elect Director Daniel B. More | | Management | | For | | Yes | | No |
Elect Director E. Stanley O'Neal | | Management | | For | | Yes | | No |
Elect Director Christopher S. Sotos | | Management | | Withhold | | Yes | | Yes |
Elect Director Scott Stanley | | Management | | Withhold | | Yes | | Yes |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Amend Omnibus Stock Plan | | Management | | For | | Yes | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | For | | Yes | | No |
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ALTAGAS LTD. | | | | | | | | |
Ticker: ALA | | | | | | | | |
Primary CUSIP: 021361100 | | | | | | | | |
Meeting Date: 30-Apr-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | | Management | | For | | Yes | | No |
Elect Director Victoria A. Calvert | | Management | | For | | Yes | | No |
Elect Director David W. Cornhill | | Management | | For | | Yes | | No |
Elect Director Randall L. Crawford | | Management | | For | | Yes | | No |
Elect Director Jon-Al Duplantier | | Management | | For | | Yes | | No |
Elect Director Robert B. Hodgins | | Management | | For | | Yes | | No |
Elect Director Cynthia Johnston | | Management | | For | | Yes | | No |
Elect Director Pentti O. Karkkainen | | Management | | For | | Yes | | No |
Elect Director Phillip R. Knoll | | Management | | For | | Yes | | No |
Elect Director Terry D. McCallister | | Management | | For | | Yes | | No |
Elect Director Linda G. Sullivan | | Management | | For | | Yes | | No |
Elect Director Nancy G. Tower | | Management | | For | | Yes | | No |
Advisory Vote on Executive Compensation Approach | | Management | | For | | Yes | | No |
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CHESAPEAKE UTILITIES CORPORATION | | | | | | | | |
Ticker: CPK | | | | | | | | |
Primary CUSIP: 165303108 | | | | | | | | |
Meeting Date: 05-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Thomas P. Hill, Jr. | | Management | | For | | Yes | | No |
Elect Director Dennis S. Hudson, III | | Management | | For | | Yes | | No |
Elect Director Calvert A. Morgan, Jr. | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Baker Tilly US, LLP as Auditors | | Management | | For | | Yes | | No |
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DOMINION ENERGY, INC. | | | | | | | | |
Ticker: D | | | | | | | | |
Primary CUSIP: 25746U109 | | | | | | | | |
Meeting Date: 05-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director James A. Bennett | | Management | | For | | Yes | | No |
Elect Director Robert M. Blue | | Management | | For | | Yes | | No |
Elect Director Helen E. Dragas | | Management | | For | | Yes | | No |
Elect Director James O. Ellis, Jr. | | Management | | For | | Yes | | No |
Elect Director D. Maybank Hagood | | Management | | For | | Yes | | No |
Elect Director Ronald W. Jibson | | Management | | For | | Yes | | No |
Elect Director Mark J. Kington | | Management | | For | | Yes | | No |
Elect Director Joseph M. Rigby | | Management | | For | | Yes | | No |
Elect Director Pamela J. Royal | | Management | | For | | Yes | | No |
Elect Director Robert H. Spilman, Jr. | | Management | | For | | Yes | | No |
Elect Director Susan N. Story | | Management | | For | | Yes | | No |
Elect Director Michael E. Szymanczyk | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Report on Lobbying Payments and Policy | | Share Holder | | Against | | Yes | | No |
Require Independent Board Chair | | Share Holder | | For | | Yes | | Yes |
Amend Proxy Access Right | | Share Holder | | For | | Yes | | Yes |
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EVERSOURCE ENERGY | | | | | | | | |
Ticker: ES | | | | | | | | |
Primary CUSIP: 30040W108 | | | | | | | | |
Meeting Date: 05-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Cotton M. Cleveland | | Management | | For | | Yes | | No |
Elect Director James S. DiStasio | | Management | | For | | Yes | | No |
Elect Director Francis A. Doyle | | Management | | For | | Yes | | No |
Elect Director Linda Dorcena Forry | | Management | | For | | Yes | | No |
Elect Director Gregory M. Jones | | Management | | For | | Yes | | No |
Elect Director James J. Judge | | Management | | For | | Yes | | No |
Elect Director John Y. Kim | | Management | | For | | Yes | | No |
Elect Director Kenneth R. Leibler | | Management | | For | | Yes | | No |
Elect Director David H. Long | | Management | | For | | Yes | | No |
Elect Director William C. Van Faasen | | Management | | For | | Yes | | No |
Elect Director Frederica M. Williams | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche as Auditors | | Management | | For | | Yes | | No |
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FORTIS INC. | | | | | | | | |
Ticker: FTS | | | | | | | | |
Primary CUSIP: 349553107 | | | | | | | | |
Meeting Date: 06-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Tracey C. Ball | | Management | | For | | Yes | | No |
Elect Director Pierre J. Blouin | | Management | | For | | Yes | | No |
Elect Director Paul J. Bonavia | | Management | | For | | Yes | | No |
Elect Director Lawrence T. Borgard | | Management | | For | | Yes | | No |
Elect Director Maura J. Clark | | Management | | For | | Yes | | No |
Elect Director Margarita K. Dilley | | Management | | For | | Yes | | No |
Elect Director Julie A. Dobson | | Management | | For | | Yes | | No |
Elect Director Lisa L. Durocher | | Management | | For | | Yes | | No |
Elect Director Douglas J. Haughey | | Management | | For | | Yes | | No |
Elect Director David G. Hutchens | | Management | | For | | Yes | | No |
Elect Director Gianna M. Manes | | Management | | For | | Yes | | No |
Elect Director Jo Mark Zurel | | Management | | For | | Yes | | No |
Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | | Management | | For | | Yes | | No |
Advisory Vote on Executive Compensation Approach | | Management | | For | | Yes | | No |
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WEC ENERGY GROUP, INC. | | | | | | | | |
Ticker: WEC | | | | | | | | |
Primary CUSIP: 92939U106 | | | | | | | | |
Meeting Date: 06-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Curt S. Culver | | Management | | For | | Yes | | No |
Elect Director Danny L. Cunningham | | Management | | For | | Yes | | No |
Elect Director William M. Farrow, III | | Management | | For | | Yes | | No |
Elect Director J. Kevin Fletcher | | Management | | For | | Yes | | No |
Elect Director Cristina A. Garcia-Thomas | | Management | | For | | Yes | | No |
Elect Director Maria C. Green | | Management | | For | | Yes | | No |
Elect Director Gale E. Klappa | | Management | | For | | Yes | | No |
Elect Director Thomas K. Lane | | Management | | For | | Yes | | No |
Elect Director Ulice Payne, Jr. | | Management | | For | | Yes | | No |
Elect Director Mary Ellen Stanek | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Amend Omnibus Stock Plan | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
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CMS ENERGY CORPORATION | | | | | | | | |
Ticker: CMS | | | | | | | | |
Primary CUSIP: 125896100 | | | | | | | | |
Meeting Date: 07-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Jon E. Barfield | | Management | | For | | Yes | | No |
Elect Director Deborah H. Butler | | Management | | For | | Yes | | No |
Elect Director Kurt L. Darrow | | Management | | For | | Yes | | No |
Elect Director William D. Harvey | | Management | | For | | Yes | | No |
Elect Director Garrick J. Rochow | | Management | | For | | Yes | | No |
Elect Director John G. Russell | | Management | | For | | Yes | | No |
Elect Director Suzanne F. Shank | | Management | | For | | Yes | | No |
Elect Director Myrna M. Soto | | Management | | For | | Yes | | No |
Elect Director John G. Sznewajs | | Management | | For | | Yes | | No |
Elect Director Ronald J. Tanski | | Management | | For | | Yes | | No |
Elect Director Laura H. Wright | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
Report on Costs and Benefits of Environmental Related Expenditures | | Share Holder | | Against | | Yes | | No |
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AMERICAN WATER WORKS COMPANY, INC. | | | | | | | | |
Ticker: AWK | | | | | | | | |
Primary CUSIP: 030420103 | | | | | | | | |
Meeting Date: 12-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Jeffrey N. Edwards | | Management | | For | | Yes | | No |
Elect Director Martha Clark Goss | | Management | | For | | Yes | | No |
Elect Director Veronica M. Hagen | | Management | | For | | Yes | | No |
Elect Director Kimberly J. Harris | | Management | | For | | Yes | | No |
Elect Director Julia L. Johnson | | Management | | For | | Yes | | No |
Elect Director Patricia L. Kampling | | Management | | For | | Yes | | No |
Elect Director Karl F. Kurz | | Management | | For | | Yes | | No |
Elect Director Walter J. Lynch | | Management | | For | | Yes | | No |
Elect Director George MacKenzie | | Management | | For | | Yes | | No |
Elect Director James G. Stavridis | | Management | | For | | Yes | | No |
Elect Director Lloyd M. Yates | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
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CHENIERE ENERGY, INC. | | | | | | | | |
Ticker: LNG | | | | | | | | |
Primary CUSIP: 16411R208 | | | | | | | | |
Meeting Date: 13-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director G. Andrea Botta | | Management | | For | | Yes | | No |
Elect Director Jack A. Fusco | | Management | | For | | Yes | | No |
Elect Director Vicky A. Bailey | | Management | | For | | Yes | | No |
Elect Director Nuno Brandolini | | Management | | For | | Yes | | No |
Elect Director David B. Kilpatrick | | Management | | For | | Yes | | No |
Elect Director Sean T. Klimczak | | Management | | For | | Yes | | No |
Elect Director Andrew Langham | | Management | | For | | Yes | | No |
Elect Director Donald F. Robillard, Jr. | | Management | | For | | Yes | | No |
Elect Director Neal A. Shear | | Management | | For | | Yes | | No |
Elect Director Andrew J. Teno | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify KPMG LLP as Auditors | | Management | | For | | Yes | | No |
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SEMPRA ENERGY | | | | | | | | |
Ticker: SRE | | | | | | | | |
Primary CUSIP: 816851109 | | | | | | | | |
Meeting Date: 14-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Alan L. Boeckmann | | Management | | For | | Yes | | No |
Elect Director Andres Conesa | | Management | | For | | Yes | | No |
Elect Director Maria Contreras-Sweet | | Management | | For | | Yes | | No |
Elect Director Pablo A. Ferrero | | Management | | For | | Yes | | No |
Elect Director William D. Jones | | Management | | For | | Yes | | No |
Elect Director Jeffrey W. Martin | | Management | | For | | Yes | | No |
Elect Director Bethany J. Mayer | | Management | | For | | Yes | | No |
Elect Director Michael N. Mears | | Management | | For | | Yes | | No |
Elect Director Jack T. Taylor | | Management | | For | | Yes | | No |
Elect Director Cynthia L. Walker | | Management | | For | | Yes | | No |
Elect Director Cynthia J. Warner | | Management | | For | | Yes | | No |
Elect Director James C. Yardley | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Amend Proxy Access Right | | Share Holder | | For | | Yes | | Yes |
Report on Corporate Climate Lobbying Aligned with Paris Agreement | | Share Holder | | Against | | Yes | | No |
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PPL CORPORATION | | | | | | | | |
Ticker: PPL | | | | | | | | |
Primary CUSIP: 69351T106 | | | | | | | | |
Meeting Date: 18-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Arthur P. Beattie | | Management | | For | | Yes | | No |
Elect Director Steven G. Elliott | | Management | | For | | Yes | | No |
Elect Director Raja Rajamannar | | Management | | For | | Yes | | No |
Elect Director Craig A. Rogerson | | Management | | For | | Yes | | No |
Elect Director Vincent Sorgi | | Management | | For | | Yes | | No |
Elect Director Natica von Althann | | Management | | For | | Yes | | No |
Elect Director Keith H. Williamson | | Management | | For | | Yes | | No |
Elect Director Phoebe A. Wood | | Management | | For | | Yes | | No |
Elect Director Armando Zagalo de Lima | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
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ENPHASE ENERGY, INC. | | | | | | | | |
Ticker: ENPH | | | | | | | | |
Primary CUSIP: 29355A107 | | | | | | | | |
Meeting Date: 19-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Badrinarayanan Kothandaraman | | Management | | For | | Yes | | No |
Elect Director Joseph Malchow | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Increase Authorized Common Stock | | Management | | For | | Yes | | No |
Approve Omnibus Stock Plan | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
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NORTHLAND POWER INC. | | | | | | | | |
Ticker: NPI | | | | | | | | |
Primary CUSIP: 666511100 | | | | | | | | |
Meeting Date: 19-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director John W. Brace | | Management | | For | | Yes | | No |
Elect Director Linda L. Bertoldi | | Management | | For | | Yes | | No |
Elect Director Marie Bountrogianni | | Management | | For | | Yes | | No |
Elect Director Lisa Colnett | | Management | | For | | Yes | | No |
Elect Director Kevin Glass | | Management | | For | | Yes | | No |
Elect Director Russell Goodman | | Management | | For | | Yes | | No |
Elect Director Keith Halbert | | Management | | For | | Yes | | No |
Elect Director Helen Mallovy Hicks | | Management | | For | | Yes | | No |
Elect Director Ian Pearce | | Management | | For | | Yes | | No |
Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | | Management | | For | | Yes | | No |
Amend Articles Re: Increase Board Range to Three to Twelve Directors and Permit Removal of All references to Class A, Shares and Class B and C Convertible Shares | | Management | | For | | Yes | | No |
Advisory Vote on Executive Compensation Approach | | Management | | For | | Yes | | No |
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XCEL ENERGY INC. | | | | | | | | |
Ticker: XEL | | | | | | | | |
Primary CUSIP: 98389B100 | | | | | | | | |
Meeting Date: 19-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Lynn Casey | | Management | | For | | Yes | | No |
Elect Director Ben Fowke | | Management | | For | | Yes | | No |
Elect Director Robert Frenzel | | Management | | For | | Yes | | No |
Elect Director Netha Johnson | | Management | | For | | Yes | | No |
Elect Director Patricia Kampling | | Management | | For | | Yes | | No |
Elect Director George Kehl | | Management | | For | | Yes | | No |
Elect Director Richard O'Brien | | Management | | For | | Yes | | No |
Elect Director Charles Pardee | | Management | | For | | Yes | | No |
Elect Director Christopher Policinski | | Management | | For | | Yes | | No |
Elect Director James Prokopanko | | Management | | For | | Yes | | No |
Elect Director David Westerlund | | Management | | For | | Yes | | No |
Elect Director Kim Williams | | Management | | For | | Yes | | No |
Elect Director Timothy Wolf | | Management | | For | | Yes | | No |
Elect Director Daniel Yohannes | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Report on Costs and Benefits of Climate-Related Activities | | Share Holder | | Against | | Yes | | No |
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ALLIANT ENERGY CORPORATION | | | | | | | | |
Ticker: LNT | | | | | | | | |
Primary CUSIP: 018802108 | | | | | | | | |
Meeting Date: 20-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Roger K. Newport | | Management | | For | | Yes | | No |
Elect Director Dean C. Oestreich | | Management | | For | | Yes | | No |
Elect Director Carol P. Sanders | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Report on Costs and Benefits of Environmental Related Expenditures | | Share Holder | | Against | | Yes | | No |
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DTE ENERGY COMPANY | | | | | | | | |
Ticker: DTE | | | | | | | | |
Primary CUSIP: 233331107 | | | | | | | | |
Meeting Date: 20-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Gerard M. Anderson | | Management | | For | | Yes | | No |
Elect Director David A. Brandon | | Management | | For | | Yes | | No |
Elect Director Charles G. McClure, Jr. | | Management | | For | | Yes | | No |
Elect Director Gail J. McGovern | | Management | | For | | Yes | | No |
Elect Director Mark A. Murray | | Management | | For | | Yes | | No |
Elect Director Gerardo Norcia | | Management | | For | | Yes | | No |
Elect Director Ruth G. Shaw | | Management | | For | | Yes | | No |
Elect Director Robert C. Skaggs, Jr. | | Management | | For | | Yes | | No |
Elect Director David A. Thomas | | Management | | For | | Yes | | No |
Elect Director Gary H. Torgow | | Management | | For | | Yes | | No |
Elect Director James H. Vandenberghe | | Management | | For | | Yes | | No |
Elect Director Valerie M. Williams | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Amend Omnibus Stock Plan | | Management | | For | | Yes | | No |
Report on Political Contributions | | Share Holder | | For | | Yes | | Yes |
Report on Costs and Benefits of Environmental Related Expenditures | | Share Holder | | Against | | Yes | | No |
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EMERA INCORPORATED | | | | | | | | |
Ticker: EMA | | | | | | | | |
Primary CUSIP: 290876101 | | | | | | | | |
Meeting Date: 20-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Scott C. Balfour | | Management | | For | | Yes | | No |
Elect Director James V. Bertram | | Management | | For | | Yes | | No |
Elect Director Henry E. Demone | | Management | | For | | Yes | | No |
Elect Director Kent M. Harvey | | Management | | For | | Yes | | No |
Elect Director B. Lynn Loewen | | Management | | For | | Yes | | No |
Elect Director John B. Ramil | | Management | | For | | Yes | | No |
Elect Director Andrea S. Rosen | | Management | | For | | Yes | | No |
Elect Director Richard P. Sergel | | Management | | For | | Yes | | No |
Elect Director M. Jacqueline Sheppard | | Management | | For | | Yes | | No |
Elect Director Karen H. Sheriff | | Management | | For | | Yes | | No |
Elect Director Jochen E. Tilk | | Management | | For | | Yes | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | For | | Yes | | No |
Authorize Board to Fix Remuneration of Auditors | | Management | | For | | Yes | | No |
Advisory Vote on Executive Compensation Approach | | Management | | For | | Yes | | No |
Amend Stock Option Plan | | Management | | For | | Yes | | No |
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IDACORP, INC. | | | | | | | | |
Ticker: IDA | | | | | | | | |
Primary CUSIP: 451107106 | | | | | | | | |
Meeting Date: 20-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Darrel T. Anderson | | Management | | For | | Yes | | No |
Elect Director Odette C. Bolano | | Management | | For | | Yes | | No |
Elect Director Thomas Carlile | | Management | | For | | Yes | | No |
Elect Director Richard J. Dahl | | Management | | For | | Yes | | No |
Elect Director Annette G. Elg | | Management | | For | | Yes | | No |
Elect Director Lisa A. Grow | | Management | | For | | Yes | | No |
Elect Director Ronald W. Jibson | | Management | | For | | Yes | | No |
Elect Director Judith A. Johansen | | Management | | For | | Yes | | No |
Elect Director Dennis L. Johnson | | Management | | For | | Yes | | No |
Elect Director Richard J. Navarro | | Management | | For | | Yes | | No |
Elect Director Mark T. Peters | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditor | | Management | | For | | Yes | | No |
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NEXTERA ENERGY, INC. | | | | | | | | |
Ticker: NEE | | | | | | | | |
Primary CUSIP: 65339F101 | | | | | | | | |
Meeting Date: 20-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Sherry S. Barrat | | Management | | For | | Yes | | No |
Elect Director James L. Camaren | | Management | | For | | Yes | | No |
Elect Director Kenneth B. Dunn | | Management | | For | | Yes | | No |
Elect Director Naren K. Gursahaney | | Management | | For | | Yes | | No |
Elect Director Kirk S. Hachigian | | Management | | For | | Yes | | No |
Elect Director Amy B. Lane | | Management | | For | | Yes | | No |
Elect Director David L. Porges | | Management | | For | | Yes | | No |
Elect Director James L. Robo | | Management | | For | | Yes | | No |
Elect Director Rudy E. Schupp | | Management | | For | | Yes | | No |
Elect Director John L. Skolds | | Management | | For | | Yes | | No |
Elect Director Lynn M. Utter | | Management | | For | | Yes | | No |
Elect Director Darryl L. Wilson | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Approve Omnibus Stock Plan | | Management | | For | | Yes | | No |
Provide Right to Act by Written Consent | | Share Holder | | For | | Yes | | Yes |
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HYDRO ONE LIMITED | | | | | | | | |
Ticker: H | | | | | | | | |
Primary CUSIP: 448811208 | | | | | | | | |
Meeting Date: 26-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Cherie Brant | | Management | | For | | Yes | | No |
Elect Director Blair Cowper-Smith | | Management | | For | | Yes | | No |
Elect Director David Hay | | Management | | For | | Yes | | No |
Elect Director Timothy Hodgson | | Management | | For | | Yes | | No |
Elect Director Jessica McDonald | | Management | | For | | Yes | | No |
Elect Director Stacey Mowbray | | Management | | For | | Yes | | No |
Elect Director Mark Poweska | | Management | | For | | Yes | | No |
Elect Director Russel Robertson | | Management | | For | | Yes | | No |
Elect Director William Sheffield | | Management | | For | | Yes | | No |
Elect Director Melissa Sonberg | | Management | | For | | Yes | | No |
Elect Director Susan Wolburgh Jenah | | Management | | For | | Yes | | No |
Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | | Management | | For | | Yes | | No |
Advisory Vote on Executive Compensation Approach | | Management | | For | | Yes | | No |
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ENCAVIS AG | | | | | | | | |
Ticker: ECV | | | | | | | | |
Primary CUSIP: D2R4PT120 | | | | | | | | |
Meeting Date: 27-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting) | | Management | | | | Yes | | No |
Approve Allocation of Income and Dividends of EUR 0.28 per Share | | Management | | For | | Yes | | No |
Approve Discharge of Management Board for Fiscal Year 2020 | | Management | | For | | Yes | | No |
Approve Discharge of Supervisory Board Member Manfred Krueper for Fiscal Year 2020 | | Management | | For | | Yes | | No |
Approve Discharge of Supervisory Board Member Alexander Stuhlmann for Fiscal Year 2020 | | Management | | For | | Yes | | No |
Approve Discharge of Supervisory Board Member Cornelius Liedtke for Fiscal Year 2020 | | Management | | For | | Yes | | No |
Approve Discharge of Supervisory Board Member Albert Buell for Fiscal Year 2020 | | Management | | For | | Yes | | No |
Approve Discharge of Supervisory Board Member Fritz Vahrenholt for Fiscal Year 2020 | | Management | | For | | Yes | | No |
Approve Discharge of Supervisory Board Member Christine Scheel for Fiscal Year 2020 | | Management | | For | | Yes | | No |
Approve Discharge of Supervisory Board Member Peter Heidecker for Fiscal Year 2020 | | Management | | For | | Yes | | No |
Approve Discharge of Supervisory Board Member Henning Kreke for Fiscal Year 2020 | | Management | | For | | Yes | | No |
Approve Discharge of Supervisory Board Member Marcus Schenck for Fiscal Year 2020 | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2021 | | Management | | For | | Yes | | No |
Approve Remuneration Policy | | Management | | For | | Yes | | No |
Approve Remuneration of Supervisory Board | | Management | | For | | Yes | | No |
Elect Christine Scheel to the Supervisory Board | | Management | | Against | | Yes | | Yes |
Elect Rolf Schmitz to the Supervisory Board | | Management | | Against | | Yes | | Yes |
Approve Cancellation of Conditional Capital III | | Management | | For | | Yes | | No |
Approve Creation of EUR 27.7 Million Pool of Capital with Partial Exclusion of Preemptive Rights | | Management | | Against | | Yes | | Yes |
Authorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares | | Management | | For | | Yes | | No |
Approve Affiliation Agreement with Encavis GmbH | | Management | | For | | Yes | | No |
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ONE GAS, INC. | | | | | | | | |
Ticker: OGS | | | | | | | | |
Primary CUSIP: 68235P108 | | | | | | | | |
Meeting Date: 27-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Robert B. Evans | | Management | | For | | Yes | | No |
Elect Director John W. Gibson | | Management | | For | | Yes | | No |
Elect Director Tracy E. Hart | | Management | | For | | Yes | | No |
Elect Director Michael G. Hutchinson | | Management | | For | | Yes | | No |
Elect Director Pattye L. Moore | | Management | | For | | Yes | | No |
Elect Director Pierce H. Norton, II | | Management | | For | | Yes | | No |
Elect Director Eduardo A. Rodriguez | | Management | | For | | Yes | | No |
Elect Director Douglas H. Yaeger | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
Amend Qualified Employee Stock Purchase Plan | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Advisory Vote on Say on Pay Frequency | | Management | | One Year | | Yes | | No |
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QUANTA SERVICES, INC. | | | | | | | | |
Ticker: PWR | | | | | | | | |
Primary CUSIP: 74762E102 | | | | | | | | |
Meeting Date: 27-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Earl C. (Duke) Austin, Jr. | | Management | | For | | Yes | | No |
Elect Director Doyle N. Beneby | | Management | | For | | Yes | | No |
Elect Director Vincent D. Foster | | Management | | For | | Yes | | No |
Elect Director Bernard Fried | | Management | | For | | Yes | | No |
Elect Director Worthing F. Jackman | | Management | | For | | Yes | | No |
Elect Director David M. McClanahan | | Management | | For | | Yes | | No |
Elect Director Margaret B. Shannon | | Management | | For | | Yes | | No |
Elect Director Pat Wood, III | | Management | | For | | Yes | | No |
Elect Director Martha B. Wyrsch | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
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HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL, INC. |
Ticker: HASI | | | | | | | | |
Primary CUSIP: 41068X100 | | | | | | | | |
Meeting Date: 03-Jun-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Jeffrey W. Eckel | | Management | | For | | Yes | | No |
Elect Director Clarence D. Armbrister | | Management | | For | | Yes | | No |
Elect Director Teresa M. Brenner | | Management | | Against | | Yes | | Yes |
Elect Director Michael T. Eckhart | | Management | | Against | | Yes | | Yes |
Elect Director Nancy C. Floyd | | Management | | For | | Yes | | No |
Elect Director Simone F. Lagomarsino | | Management | | For | | Yes | | No |
Elect Director Charles M. O'Neil | | Management | | Against | | Yes | | Yes |
Elect Director Richard J. Osborne | | Management | | For | | Yes | | No |
Elect Director Steven G. Osgood | | Management | | For | | Yes | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
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IBERDROLA SA | | | | | | | | |
Ticker: IBE | | | | | | | | |
Primary CUSIP: E6165F166 | | | | | | | | |
Meeting Date: 17-Jun-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Approve Consolidated and Standalone Financial Statements | | Management | | For | | Yes | | No |
Approve Consolidated and Standalone Management Reports | | Management | | For | | Yes | | No |
Approve Non-Financial Information Statement | | Management | | For | | Yes | | No |
Approve Discharge of Board | | Management | | For | | Yes | | No |
Amend Articles Re: Update of the Name of the Governance and Sustainability System and Incorporation of Other Technical Improvements | | Management | | For | | Yes | | No |
Amend Article 10 to Reflect Changes in Capital | | Management | | For | | Yes | | No |
Amend Articles Re: New Regulations Regarding Long-Term Involvement of Shareholders | | Management | | For | | Yes | | No |
Amend Articles Re: Allow Shareholder Meetings to be Held in Virtual-Only Format | | Management | | For | | Yes | | No |
Amend Article 32 Re: Climate Action Plan | | Management | | For | | Yes | | No |
Amend Articles Re: Meetings of Board of Directors and its Committees | | Management | | For | | Yes | | No |
Amend Articles Re: Annual Financial and Non-Financial Information | | Management | | For | | Yes | | No |
Amend Articles Re: Technical Improvements | | Management | | For | | Yes | | No |
Amend Articles of General Meeting Regulations Re: Update of the Name of the Governance and Sustainability System and Incorporation of Other Technical Improvements | | Management | | For | | Yes | | No |
Amend Articles of General Meeting Regulations Re: New Regulations Regarding Long-Term Involvement of Shareholders | | Management | | For | | Yes | | No |
Amend Articles of General Meeting Regulations Re: Allow Shareholder Meetings to be Held in Virtual-Only Format | | Management | | For | | Yes | | No |
Approve Remuneration Policy | | Management | | For | | Yes | | No |
Approve Allocation of Income and Dividends | | Management | | For | | Yes | | No |
Approve Scrip Dividends | | Management | | For | | Yes | | No |
Approve Scrip Dividends | | Management | | For | | Yes | | No |
Reelect Juan Manuel Gonzalez Serna as Director | | Management | | For | | Yes | | No |
Reelect Francisco Martinez Corcoles as Director | | Management | | For | | Yes | | No |
Ratify Appointment of and Elect Angel Jesus Acebes Paniagua as Director | | Management | | For | | Yes | | No |
Fix Number of Directors at 14 | | Management | | For | | Yes | | No |
Authorize Issuance of Non-Convertible Bonds/Debentures and/or Other Debt Securities up to EUR 30 Billion and Issuance of Notes up to EUR 6 Billion | | Management | | For | | Yes | | No |
Authorize Board to Ratify and Execute Approved Resolutions | | Management | | For | | Yes | | No |
Advisory Vote on Remuneration Report | | Management | | For | | Yes | | No |
Advisory Vote on Company's Climate Action Plan | | Management | | For | | Yes | | No |
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BROOKFIELD RENEWABLE CORPORATION | | | | | | | | |
Ticker: BEPC | | | | | | | | |
Primary CUSIP: 11284V105 | | | | | | | | |
Meeting Date: 22-Jun-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Jeffrey Blidner | | Management | | Withhold | | Yes | | Yes |
Elect Director Scott Cutler | | Management | | For | | Yes | | No |
Elect Director Eleazar de Carvalho Filho | | Management | | For | | Yes | | No |
Elect Director Nancy Dorn | | Management | | For | | Yes | | No |
Elect Director David Mann | | Management | | For | | Yes | | No |
Elect Director Lou Maroun | | Management | | For | | Yes | | No |
Elect Director Sachin Shah | | Management | | For | | Yes | | No |
Elect Director Stephen Westwell | | Management | | For | | Yes | | No |
Elect Director Patricia Zuccotti | | Management | | For | | Yes | | No |
Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | | Management | | For | | Yes | | No |
First Trust North American Energy Infrastructure Fund |
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NEW JERSEY RESOURCES CORPORATION | | | | | | | | |
Ticker: NJR | | | | | | | | |
Primary CUSIP: 646025106 | | | | | | | | |
Meeting Date: 20-Jan-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director M. William Howard, Jr. | | Management | | For | | Yes | | No |
Elect Director Donald L. Correll | | Management | | For | | Yes | | No |
Elect Director James H. DeGraffenreidt, Jr. | | Management | | For | | Yes | | No |
Elect Director M. Susan Hardwick | | Management | | For | | Yes | | No |
Elect Director George R. Zoffinger | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
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ATMOS ENERGY CORPORATION | | | | | | | | |
Ticker: ATO | | | | | | | | |
Primary CUSIP: 049560105 | | | | | | | | |
Meeting Date: 03-Feb-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director J. Kevin Akers | | Management | | For | | Yes | | No |
Elect Director Robert W. Best | | Management | | For | | Yes | | No |
Elect Director Kim R. Cocklin | | Management | | For | | Yes | | No |
Elect Director Kelly H. Compton | | Management | | For | | Yes | | No |
Elect Director Sean Donohue | | Management | | For | | Yes | | No |
Elect Director Rafael G. Garza | | Management | | For | | Yes | | No |
Elect Director Richard K. Gordon | | Management | | For | | Yes | | No |
Elect Director Robert C. Grable | | Management | | For | | Yes | | No |
Elect Director Nancy K. Quinn | | Management | | For | | Yes | | No |
Elect Director Richard A. Sampson | | Management | | For | | Yes | | No |
Elect Director Stephen R. Springer | | Management | | For | | Yes | | No |
Elect Director Diana J. Walters | | Management | | For | | Yes | | No |
Elect Director Richard Ware, II | | Management | | For | | Yes | | No |
Elect Director Frank Yoho | | Management | | For | | Yes | | No |
Amend Omnibus Stock Plan | | Management | | For | | Yes | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
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TC PIPELINES, LP | | | | | | | | |
Ticker: TCP | | | | | | | | |
Primary CUSIP: 87233Q108 | | | | | | | | |
Meeting Date: 26-Feb-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Approve Merger Agreement | | Management | | Against | | Yes | | Yes |
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AMERICAN ELECTRIC POWER COMPANY, INC. | | | | | | | | |
Ticker: AEP | | | | | | | | |
Primary CUSIP: 025537101 | | | | | | | | |
Meeting Date: 20-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Nicholas K. Akins | | Management | | For | | Yes | | No |
Elect Director David J. Anderson | | Management | | For | | Yes | | No |
Elect Director J. Barnie Beasley, Jr. | | Management | | For | | Yes | | No |
Elect Director Art A. Garcia | | Management | | For | | Yes | | No |
Elect Director Linda A. Goodspeed | | Management | | For | | Yes | | No |
Elect Director Thomas E. Hoaglin | | Management | | For | | Yes | | No |
Elect Director Sandra Beach Lin | | Management | | For | | Yes | | No |
Elect Director Margaret M. McCarthy | | Management | | For | | Yes | | No |
Elect Director Stephen S. Rasmussen | | Management | | For | | Yes | | No |
Elect Director Oliver G. Richard, III | | Management | | For | | Yes | | No |
Elect Director Daryl Roberts | | Management | | For | | Yes | | No |
Elect Director Sara Martinez Tucker | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
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NEXTERA ENERGY PARTNERS, LP | | | | | | | | |
Ticker: NEP | | | | | | | | |
Primary CUSIP: 65341B106 | | | | | | | | |
Meeting Date: 20-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Susan D. Austin | | Management | | For | | Yes | | No |
Elect Director Robert J. Byrne | | Management | | For | | Yes | | No |
Elect Director Peter H. Kind | | Management | | For | | Yes | | No |
Elect Director James L. Robo | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
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PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED | | | | | | | | |
Ticker: PEG | | | | | | | | |
Primary CUSIP: 744573106 | | | | | | | | |
Meeting Date: 20-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Ralph Izzo | | Management | | For | | Yes | | No |
Elect Director Shirley Ann Jackson | | Management | | For | | Yes | | No |
Elect Director Willie A. Deese | | Management | | For | | Yes | | No |
Elect Director David Lilley | | Management | | For | | Yes | | No |
Elect Director Barry H. Ostrowsky | | Management | | For | | Yes | | No |
Elect Director Scott G. Stephenson | | Management | | For | | Yes | | No |
Elect Director Laura A. Sugg | | Management | | For | | Yes | | No |
Elect Director John P. Surma | | Management | | For | | Yes | | No |
Elect Director Susan Tomasky | | Management | | For | | Yes | | No |
Elect Director Alfred W. Zollar | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Approve Non-Employee Director Restricted Stock Plan | | Management | | For | | Yes | | No |
Approve Omnibus Stock Plan | | Management | | For | | Yes | | No |
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MAGELLAN MIDSTREAM PARTNERS, L.P. | | | | | | | | |
Ticker: MMP | | | | | | | | |
Primary CUSIP: 559080106 | | | | | | | | |
Meeting Date: 22-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Robert G. Croyle | | Management | | For | | Yes | | No |
Elect Director Stacy P. Methvin | | Management | | For | | Yes | | No |
Elect Director Barry R. Pearl | | Management | | Withhold | | Yes | | Yes |
Amend Restricted Stock Plan | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | For | | Yes | | No |
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THE AES CORPORATION | | | | | | | | |
Ticker: AES | | | | | | | | |
Primary CUSIP: 00130H105 | | | | | | | | |
Meeting Date: 22-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Janet G. Davidson | | Management | | For | | Yes | | No |
Elect Director Andres R. Gluski | | Management | | For | | Yes | | No |
Elect Director Tarun Khanna | | Management | | For | | Yes | | No |
Elect Director Holly K. Koeppel | | Management | | For | | Yes | | No |
Elect Director Julia M. Laulis | | Management | | For | | Yes | | No |
Elect Director James H. Miller | | Management | | For | | Yes | | No |
Elect Director Alain Monie | | Management | | For | | Yes | | No |
Elect Director John B. Morse, Jr. | | Management | | For | | Yes | | No |
Elect Director Moises Naim | | Management | | For | | Yes | | No |
Elect Director Teresa M. Sebastian | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | For | | Yes | | No |
Require Shareholder Approval of Bylaw and Charter Amendments Adopted by the Board of Directors | | Share Holder | | Against | | Yes | | No |
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CENTERPOINT ENERGY, INC. | | | | | | | | |
Ticker: CNP | | | | | | | | |
Primary CUSIP: 15189T107 | | | | | | | | |
Meeting Date: 23-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Leslie D. Biddle | | Management | | For | | Yes | | No |
Elect Director Milton Carroll | | Management | | For | | Yes | | No |
Elect Director Wendy Montoya Cloonan | | Management | | For | | Yes | | No |
Elect Director Earl M. Cummings | | Management | | For | | Yes | | No |
Elect Director David J. Lesar | | Management | | For | | Yes | | No |
Elect Director Martin H. Nesbitt | | Management | | For | | Yes | | No |
Elect Director Theodore F. Pound | | Management | | For | | Yes | | No |
Elect Director Phillip R. Smith | | Management | | For | | Yes | | No |
Elect Director Barry T. Smitherman | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
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EQUITRANS MIDSTREAM CORPORATION | | | | | | | | |
Ticker: ETRN | | | | | | | | |
Primary CUSIP: 294600101 | | | | | | | | |
Meeting Date: 27-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Vicky A. Bailey | | Management | | For | | Yes | | No |
Elect Director Sarah M. Barpoulis | | Management | | For | | Yes | | No |
Elect Director Kenneth M. Burke | | Management | | For | | Yes | | No |
Elect Director Patricia K. Collawn | | Management | | For | | Yes | | No |
Elect Director Margaret K. Dorman | | Management | | For | | Yes | | No |
Elect Director Thomas F. Karam | | Management | | For | | Yes | | No |
Elect Director D. Mark Leland | | Management | | For | | Yes | | No |
Elect Director Norman J. Szydlowski | | Management | | For | | Yes | | No |
Elect Director Robert F. Vagt | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Eliminate Supermajority Vote Requirement to Amend Articles and Bylaws and Remove Directors Outside of the Annual Process | | Management | | For | | Yes | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | For | | Yes | | No |
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EXELON CORPORATION | | | | | | | | |
Ticker: EXC | | | | | | | | |
Primary CUSIP: 30161N101 | | | | | | | | |
Meeting Date: 27-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Anthony Anderson | | Management | | For | | Yes | | No |
Elect Director Ann Berzin | | Management | | For | | Yes | | No |
Elect Director Laurie Brlas | | Management | | For | | Yes | | No |
Elect Director Marjorie Rodgers Cheshire | | Management | | For | | Yes | | No |
Elect Director Christopher Crane | | Management | | For | | Yes | | No |
Elect Director Yves de Balmann | | Management | | For | | Yes | | No |
Elect Director Linda Jojo | | Management | | For | | Yes | | No |
Elect Director Paul Joskow | | Management | | For | | Yes | | No |
Elect Director Robert Lawless | | Management | | For | | Yes | | No |
Elect Director John Richardson | | Management | | For | | Yes | | No |
Elect Director Mayo Shattuck, III | | Management | | For | | Yes | | No |
Elect Director John Young | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
Report on Child Labor Audit | | Share Holder | | Against | | Yes | | No |
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THE WILLIAMS COMPANIES, INC. | | | | | | | | |
Ticker: WMB | | | | | | | | |
Primary CUSIP: 969457100 | | | | | | | | |
Meeting Date: 27-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Alan S. Armstrong | | Management | | For | | Yes | | No |
Elect Director Stephen W. Bergstrom | | Management | | For | | Yes | | No |
Elect Director Nancy K. Buese | | Management | | For | | Yes | | No |
Elect Director Stephen I. Chazen | | Management | | For | | Yes | | No |
Elect Director Charles I. Cogut | | Management | | For | | Yes | | No |
Elect Director Michael A. Creel | | Management | | For | | Yes | | No |
Elect Director Stacey H. Dore | | Management | | For | | Yes | | No |
Elect Director Vicki L. Fuller | | Management | | For | | Yes | | No |
Elect Director Peter A. Ragauss | | Management | | For | | Yes | | No |
Elect Director Rose M. Robeson | | Management | | For | | Yes | | No |
Elect Director Scott D. Sheffield | | Management | | For | | Yes | | No |
Elect Director Murray D. Smith | | Management | | For | | Yes | | No |
Elect Director William H. Spence | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | For | | Yes | | No |
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CLEARWAY ENERGY, INC. | | | | | | | | |
Ticker: CWEN | | | | | | | | |
Primary CUSIP: 18539C204 | | | | | | | | |
Meeting Date: 29-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Jonathan Bram | | Management | | Withhold | | Yes | | Yes |
Elect Director Nathaniel Anschuetz | | Management | | Withhold | | Yes | | Yes |
Elect Director Brian R. Ford | | Management | | For | | Yes | | No |
Elect Director Bruce MacLennan | | Management | | Withhold | | Yes | | Yes |
Elect Director Ferrell P. McClean | | Management | | For | | Yes | | No |
Elect Director Daniel B. More | | Management | | For | | Yes | | No |
Elect Director E. Stanley O'Neal | | Management | | For | | Yes | | No |
Elect Director Christopher S. Sotos | | Management | | Withhold | | Yes | | Yes |
Elect Director Scott Stanley | | Management | | Withhold | | Yes | | Yes |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Amend Omnibus Stock Plan | | Management | | For | | Yes | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | For | | Yes | | No |
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ALTAGAS LTD. | | | | | | | | |
Ticker: ALA | | | | | | | | |
Primary CUSIP: 021361100 | | | | | | | | |
Meeting Date: 30-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | | Management | | For | | Yes | | No |
Elect Director Victoria A. Calvert | | Management | | For | | Yes | | No |
Elect Director David W. Cornhill | | Management | | For | | Yes | | No |
Elect Director Randall L. Crawford | | Management | | For | | Yes | | No |
Elect Director Jon-Al Duplantier | | Management | | For | | Yes | | No |
Elect Director Robert B. Hodgins | | Management | | For | | Yes | | No |
Elect Director Cynthia Johnston | | Management | | For | | Yes | | No |
Elect Director Pentti O. Karkkainen | | Management | | For | | Yes | | No |
Elect Director Phillip R. Knoll | | Management | | For | | Yes | | No |
Elect Director Terry D. McCallister | | Management | | For | | Yes | | No |
Elect Director Linda G. Sullivan | | Management | | For | | Yes | | No |
Elect Director Nancy G. Tower | | Management | | For | | Yes | | No |
Advisory Vote on Executive Compensation Approach | | Management | | For | | Yes | | No |
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| | | | | | | | |
CHESAPEAKE UTILITIES CORPORATION | | | | | | | | |
Ticker: CPK | | | | | | | | |
Primary CUSIP: 165303108 | | | | | | | | |
Meeting Date: 05-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Thomas P. Hill, Jr. | | Management | | For | | Yes | | No |
Elect Director Dennis S. Hudson, III | | Management | | For | | Yes | | No |
Elect Director Calvert A. Morgan, Jr. | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Baker Tilly US, LLP as Auditors | | Management | | For | | Yes | | No |
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DOMINION ENERGY, INC. | | | | | | | | |
Ticker: D | | | | | | | | |
Primary CUSIP: 25746U109 | | | | | | | | |
Meeting Date: 05-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director James A. Bennett | | Management | | For | | Yes | | No |
Elect Director Robert M. Blue | | Management | | For | | Yes | | No |
Elect Director Helen E. Dragas | | Management | | For | | Yes | | No |
Elect Director James O. Ellis, Jr. | | Management | | For | | Yes | | No |
Elect Director D. Maybank Hagood | | Management | | For | | Yes | | No |
Elect Director Ronald W. Jibson | | Management | | For | | Yes | | No |
Elect Director Mark J. Kington | | Management | | For | | Yes | | No |
Elect Director Joseph M. Rigby | | Management | | For | | Yes | | No |
Elect Director Pamela J. Royal | | Management | | For | | Yes | | No |
Elect Director Robert H. Spilman, Jr. | | Management | | For | | Yes | | No |
Elect Director Susan N. Story | | Management | | For | | Yes | | No |
Elect Director Michael E. Szymanczyk | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Report on Lobbying Payments and Policy | | Share Holder | | Against | | Yes | | No |
Require Independent Board Chair | | Share Holder | | For | | Yes | | Yes |
Amend Proxy Access Right | | Share Holder | | For | | Yes | | Yes |
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| | | | | | | | |
ENBRIDGE INC. | | | | | | | | |
Ticker: ENB | | | | | | | | |
Primary CUSIP: 29250N105 | | | | | | | | |
Meeting Date: 05-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Pamela L. Carter | | Management | | For | | Yes | | No |
Elect Director Marcel R. Coutu | | Management | | For | | Yes | | No |
Elect Director Susan M. Cunningham | | Management | | For | | Yes | | No |
Elect Director Gregory L. Ebel | | Management | | For | | Yes | | No |
Elect Director J. Herb England | | Management | | For | | Yes | | No |
Elect Director Gregory J. Goff | | Management | | For | | Yes | | No |
Elect Director V. Maureen Kempston Darkes | | Management | | For | | Yes | | No |
Elect Director Teresa S. Madden | | Management | | For | | Yes | | No |
Elect Director Al Monaco | | Management | | For | | Yes | | No |
Elect Director Stephen S. Poloz | | Management | | For | | Yes | | No |
Elect Director Dan C. Tutcher | | Management | | For | | Yes | | No |
Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | | Management | | For | | Yes | | No |
Advisory Vote on Executive Compensation Approach | | Management | | For | | Yes | | No |
| | | | | | | | |
| | | | | | | | |
EVERSOURCE ENERGY | | | | | | | | |
Ticker: ES | | | | | | | | |
Primary CUSIP: 30040W108 | | | | | | | | |
Meeting Date: 05-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Cotton M. Cleveland | | Management | | For | | Yes | | No |
Elect Director James S. DiStasio | | Management | | For | | Yes | | No |
Elect Director Francis A. Doyle | | Management | | For | | Yes | | No |
Elect Director Linda Dorcena Forry | | Management | | For | | Yes | | No |
Elect Director Gregory M. Jones | | Management | | For | | Yes | | No |
Elect Director James J. Judge | | Management | | For | | Yes | | No |
Elect Director John Y. Kim | | Management | | For | | Yes | | No |
Elect Director Kenneth R. Leibler | | Management | | For | | Yes | | No |
Elect Director David H. Long | | Management | | For | | Yes | | No |
Elect Director William C. Van Faasen | | Management | | For | | Yes | | No |
Elect Director Frederica M. Williams | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche as Auditors | | Management | | For | | Yes | | No |
| | | | | | | | |
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DUKE ENERGY CORPORATION | | | | | | | | |
Ticker: DUK | | | | | | | | |
Primary CUSIP: 26441C204 | | | | | | | | |
Meeting Date: 06-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Michael G. Browning | | Management | | For | | Yes | | No |
Elect Director Annette K. Clayton | | Management | | For | | Yes | | No |
Elect Director Theodore F. Craver, Jr. | | Management | | For | | Yes | | No |
Elect Director Robert M. Davis | | Management | | For | | Yes | | No |
Elect Director Caroline Dorsa | | Management | | For | | Yes | | No |
Elect Director W. Roy Dunbar | | Management | | For | | Yes | | No |
Elect Director Nicholas C. Fanandakis | | Management | | For | | Yes | | No |
Elect Director Lynn J. Good | | Management | | For | | Yes | | No |
Elect Director John T. Herron | | Management | | For | | Yes | | No |
Elect Director E. Marie McKee | | Management | | For | | Yes | | No |
Elect Director Michael J. Pacilio | | Management | | For | | Yes | | No |
Elect Director Thomas E. Skains | | Management | | For | | Yes | | No |
Elect Director William E. Webster, Jr. | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Eliminate Supermajority Vote Requirement | | Management | | For | | Yes | | No |
Require Independent Board Chair | | Share Holder | | For | | Yes | | Yes |
Report on Political Contributions and Expenditures | | Share Holder | | For | | Yes | | Yes |
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FORTIS INC. | | | | | | | | |
Ticker: FTS | | | | | | | | |
Primary CUSIP: 349553107 | | | | | | | | |
Meeting Date: 06-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Tracey C. Ball | | Management | | For | | Yes | | No |
Elect Director Pierre J. Blouin | | Management | | For | | Yes | | No |
Elect Director Paul J. Bonavia | | Management | | For | | Yes | | No |
Elect Director Lawrence T. Borgard | | Management | | For | | Yes | | No |
Elect Director Maura J. Clark | | Management | | For | | Yes | | No |
Elect Director Margarita K. Dilley | | Management | | For | | Yes | | No |
Elect Director Julie A. Dobson | | Management | | For | | Yes | | No |
Elect Director Lisa L. Durocher | | Management | | For | | Yes | | No |
Elect Director Douglas J. Haughey | | Management | | For | | Yes | | No |
Elect Director David G. Hutchens | | Management | | For | | Yes | | No |
Elect Director Gianna M. Manes | | Management | | For | | Yes | | No |
Elect Director Jo Mark Zurel | | Management | | For | | Yes | | No |
Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | | Management | | For | | Yes | | No |
Advisory Vote on Executive Compensation Approach | | Management | | For | | Yes | | No |
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WEC ENERGY GROUP, INC. | | | | | | | | |
Ticker: WEC | | | | | | | | |
Primary CUSIP: 92939U106 | | | | | | | | |
Meeting Date: 06-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Curt S. Culver | | Management | | For | | Yes | | No |
Elect Director Danny L. Cunningham | | Management | | For | | Yes | | No |
Elect Director William M. Farrow, III | | Management | | For | | Yes | | No |
Elect Director J. Kevin Fletcher | | Management | | For | | Yes | | No |
Elect Director Cristina A. Garcia-Thomas | | Management | | For | | Yes | | No |
Elect Director Maria C. Green | | Management | | For | | Yes | | No |
Elect Director Gale E. Klappa | | Management | | For | | Yes | | No |
Elect Director Thomas K. Lane | | Management | | For | | Yes | | No |
Elect Director Ulice Payne, Jr. | | Management | | For | | Yes | | No |
Elect Director Mary Ellen Stanek | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Amend Omnibus Stock Plan | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
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CMS ENERGY CORPORATION | | | | | | | | |
Ticker: CMS | | | | | | | | |
Primary CUSIP: 125896100 | | | | | | | | |
Meeting Date: 07-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Jon E. Barfield | | Management | | For | | Yes | | No |
Elect Director Deborah H. Butler | | Management | | For | | Yes | | No |
Elect Director Kurt L. Darrow | | Management | | For | | Yes | | No |
Elect Director William D. Harvey | | Management | | For | | Yes | | No |
Elect Director Garrick J. Rochow | | Management | | For | | Yes | | No |
Elect Director John G. Russell | | Management | | For | | Yes | | No |
Elect Director Suzanne F. Shank | | Management | | For | | Yes | | No |
Elect Director Myrna M. Soto | | Management | | For | | Yes | | No |
Elect Director John G. Sznewajs | | Management | | For | | Yes | | No |
Elect Director Ronald J. Tanski | | Management | | For | | Yes | | No |
Elect Director Laura H. Wright | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
Report on Costs and Benefits of Environmental Related Expenditures | | Share Holder | | Against | | Yes | | No |
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TC ENERGY CORPORATION | | | | | | | | |
Ticker: TRP | | | | | | | | |
Primary CUSIP: 87807B107 | | | | | | | | |
Meeting Date: 07-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Stephan Cretier | | Management | | For | | Yes | | No |
Elect Director Michael R. Culbert | | Management | | For | | Yes | | No |
Elect Director Susan C. Jones | | Management | | For | | Yes | | No |
Elect Director Randy Limbacher | | Management | | For | | Yes | | No |
Elect Director John E. Lowe | | Management | | For | | Yes | | No |
Elect Director David MacNaughton | | Management | | For | | Yes | | No |
Elect Director Francois L. Poirier | | Management | | For | | Yes | | No |
Elect Director Una Power | | Management | | For | | Yes | | No |
Elect Director Mary Pat Salomone | | Management | | For | | Yes | | No |
Elect Director Indira V. Samarasekera | | Management | | For | | Yes | | No |
Elect Director D. Michael G. Stewart | | Management | | For | | Yes | | No |
Elect Director Siim A. Vanaselja | | Management | | For | | Yes | | No |
Elect Director Thierry Vandal | | Management | | For | | Yes | | No |
Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | | Management | | For | | Yes | | No |
Advisory Vote on Executive Compensation Approach | | Management | | For | | Yes | | No |
Amend By-law Number 1 | | Management | | For | | Yes | | No |
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KEYERA CORP. | | | | | | | | |
Ticker: KEY | | | | | | | | |
Primary CUSIP: 493271100 | | | | | | | | |
Meeting Date: 11-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Jim Bertram | | Management | | For | | Yes | | No |
Elect Director Doug Haughey | | Management | | For | | Yes | | No |
Elect Director Michael Norris | | Management | | For | | Yes | | No |
Elect Director Charlene Ripley | | Management | | For | | Yes | | No |
Elect Director Janet Woodruff | | Management | | For | | Yes | | No |
Elect Director Blair Goertzen | | Management | | For | | Yes | | No |
Elect Director Gianna Manes | | Management | | For | | Yes | | No |
Elect Director Thomas O'Connor | | Management | | For | | Yes | | No |
Elect Director Dean Setoguchi | | Management | | For | | Yes | | No |
Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | | Management | | For | | Yes | | No |
Advisory Vote on Executive Compensation Approach | | Management | | For | | Yes | | No |
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AMERICAN WATER WORKS COMPANY, INC. | | | | | | | | |
Ticker: AWK | | | | | | | | |
Primary CUSIP: 030420103 | | | | | | | | |
Meeting Date: 12-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Jeffrey N. Edwards | | Management | | For | | Yes | | No |
Elect Director Martha Clark Goss | | Management | | For | | Yes | | No |
Elect Director Veronica M. Hagen | | Management | | For | | Yes | | No |
Elect Director Kimberly J. Harris | | Management | | For | | Yes | | No |
Elect Director Julia L. Johnson | | Management | | For | | Yes | | No |
Elect Director Patricia L. Kampling | | Management | | For | | Yes | | No |
Elect Director Karl F. Kurz | | Management | | For | | Yes | | No |
Elect Director Walter J. Lynch | | Management | | For | | Yes | | No |
Elect Director George MacKenzie | | Management | | For | | Yes | | No |
Elect Director James G. Stavridis | | Management | | For | | Yes | | No |
Elect Director Lloyd M. Yates | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
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KINDER MORGAN, INC. | | | | | | | | |
Ticker: KMI | | | | | | | | |
Primary CUSIP: 49456B101 | | | | | | | | |
Meeting Date: 12-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Richard D. Kinder | | Management | | For | | Yes | | No |
Elect Director Steven J. Kean | | Management | | For | | Yes | | No |
Elect Director Kimberly A. Dang | | Management | | For | | Yes | | No |
Elect Director Ted A. Gardner | | Management | | For | | Yes | | No |
Elect Director Anthony W. Hall, Jr. | | Management | | For | | Yes | | No |
Elect Director Gary L. Hultquist | | Management | | For | | Yes | | No |
Elect Director Ronald L. Kuehn, Jr. | | Management | | For | | Yes | | No |
Elect Director Deborah A. Macdonald | | Management | | For | | Yes | | No |
Elect Director Michael C. Morgan | | Management | | For | | Yes | | No |
Elect Director Arthur C. Reichstetter | | Management | | For | | Yes | | No |
Elect Director C. Park Shaper | | Management | | For | | Yes | | No |
Elect Director William A. Smith | | Management | | For | | Yes | | No |
Elect Director Joel V. Staff | | Management | | For | | Yes | | No |
Elect Director Robert F. Vagt | | Management | | For | | Yes | | No |
Elect Director Perry M. Waughtal | | Management | | For | | Yes | | No |
Amend Omnibus Stock Plan | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
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CHENIERE ENERGY, INC. | | | | | | | | |
Ticker: LNG | | | | | | | | |
Primary CUSIP: 16411R208 | | | | | | | | |
Meeting Date: 13-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director G. Andrea Botta | | Management | | For | | Yes | | No |
Elect Director Jack A. Fusco | | Management | | For | | Yes | | No |
Elect Director Vicky A. Bailey | | Management | | For | | Yes | | No |
Elect Director Nuno Brandolini | | Management | | For | | Yes | | No |
Elect Director David B. Kilpatrick | | Management | | For | | Yes | | No |
Elect Director Sean T. Klimczak | | Management | | For | | Yes | | No |
Elect Director Andrew Langham | | Management | | For | | Yes | | No |
Elect Director Donald F. Robillard, Jr. | | Management | | For | | Yes | | No |
Elect Director Neal A. Shear | | Management | | For | | Yes | | No |
Elect Director Andrew J. Teno | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify KPMG LLP as Auditors | | Management | | For | | Yes | | No |
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SEMPRA ENERGY | | | | | | | | |
Ticker: SRE | | | | | | | | |
Primary CUSIP: 816851109 | | | | | | | | |
Meeting Date: 14-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Alan L. Boeckmann | | Management | | For | | Yes | | No |
Elect Director Andres Conesa | | Management | | For | | Yes | | No |
Elect Director Maria Contreras-Sweet | | Management | | For | | Yes | | No |
Elect Director Pablo A. Ferrero | | Management | | For | | Yes | | No |
Elect Director William D. Jones | | Management | | For | | Yes | | No |
Elect Director Jeffrey W. Martin | | Management | | For | | Yes | | No |
Elect Director Bethany J. Mayer | | Management | | For | | Yes | | No |
Elect Director Michael N. Mears | | Management | | For | | Yes | | No |
Elect Director Jack T. Taylor | | Management | | For | | Yes | | No |
Elect Director Cynthia L. Walker | | Management | | For | | Yes | | No |
Elect Director Cynthia J. Warner | | Management | | For | | Yes | | No |
Elect Director James C. Yardley | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Amend Proxy Access Right | | Share Holder | | For | | Yes | | Yes |
Report on Corporate Climate Lobbying Aligned with Paris Agreement | | Share Holder | | Against | | Yes | | No |
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PPL CORPORATION | | | | | | | | |
Ticker: PPL | | | | | | | | |
Primary CUSIP: 69351T106 | | | | | | | | |
Meeting Date: 18-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Arthur P. Beattie | | Management | | For | | Yes | | No |
Elect Director Steven G. Elliott | | Management | | For | | Yes | | No |
Elect Director Raja Rajamannar | | Management | | For | | Yes | | No |
Elect Director Craig A. Rogerson | | Management | | For | | Yes | | No |
Elect Director Vincent Sorgi | | Management | | For | | Yes | | No |
Elect Director Natica von Althann | | Management | | For | | Yes | | No |
Elect Director Keith H. Williamson | | Management | | For | | Yes | | No |
Elect Director Phoebe A. Wood | | Management | | For | | Yes | | No |
Elect Director Armando Zagalo de Lima | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
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PLAINS GP HOLDINGS, L.P. | | | | | | | | |
Ticker: PAGP | | | | | | | | |
Primary CUSIP: 72651A207 | | | | | | | | |
Meeting Date: 19-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Greg L. Armstrong | | Management | | For | | Yes | | No |
Elect Director John T. Raymond | | Management | | For | | Yes | | No |
Elect Director Bobby S. Shackouls | | Management | | For | | Yes | | No |
Elect Director Christopher M. Temple | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditor | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Amend Omnibus Stock Plan | | Management | | For | | Yes | | No |
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XCEL ENERGY INC. | | | | | | | | |
Ticker: XEL | | | | | | | | |
Primary CUSIP: 98389B100 | | | | | | | | |
Meeting Date: 19-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Lynn Casey | | Management | | For | | Yes | | No |
Elect Director Ben Fowke | | Management | | For | | Yes | | No |
Elect Director Robert Frenzel | | Management | | For | | Yes | | No |
Elect Director Netha Johnson | | Management | | For | | Yes | | No |
Elect Director Patricia Kampling | | Management | | For | | Yes | | No |
Elect Director George Kehl | | Management | | For | | Yes | | No |
Elect Director Richard O'Brien | | Management | | For | | Yes | | No |
Elect Director Charles Pardee | | Management | | For | | Yes | | No |
Elect Director Christopher Policinski | | Management | | For | | Yes | | No |
Elect Director James Prokopanko | | Management | | For | | Yes | | No |
Elect Director David Westerlund | | Management | | For | | Yes | | No |
Elect Director Kim Williams | | Management | | For | | Yes | | No |
Elect Director Timothy Wolf | | Management | | For | | Yes | | No |
Elect Director Daniel Yohannes | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Report on Costs and Benefits of Climate-Related Activities | | Share Holder | | Against | | Yes | | No |
| | | | | | | | |
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ALLIANT ENERGY CORPORATION | | | | | | | | |
Ticker: LNT | | | | | | | | |
Primary CUSIP: 018802108 | | | | | | | | |
Meeting Date: 20-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Roger K. Newport | | Management | | For | | Yes | | No |
Elect Director Dean C. Oestreich | | Management | | For | | Yes | | No |
Elect Director Carol P. Sanders | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Report on Costs and Benefits of Environmental Related Expenditures | | Share Holder | | Against | | Yes | | No |
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DTE ENERGY COMPANY | | | | | | | | |
Ticker: DTE | | | | | | | | |
Primary CUSIP: 233331107 | | | | | | | | |
Meeting Date: 20-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Gerard M. Anderson | | Management | | For | | Yes | | No |
Elect Director David A. Brandon | | Management | | For | | Yes | | No |
Elect Director Charles G. McClure, Jr. | | Management | | For | | Yes | | No |
Elect Director Gail J. McGovern | | Management | | For | | Yes | | No |
Elect Director Mark A. Murray | | Management | | For | | Yes | | No |
Elect Director Gerardo Norcia | | Management | | For | | Yes | | No |
Elect Director Ruth G. Shaw | | Management | | For | | Yes | | No |
Elect Director Robert C. Skaggs, Jr. | | Management | | For | | Yes | | No |
Elect Director David A. Thomas | | Management | | For | | Yes | | No |
Elect Director Gary H. Torgow | | Management | | For | | Yes | | No |
Elect Director James H. Vandenberghe | | Management | | For | | Yes | | No |
Elect Director Valerie M. Williams | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Amend Omnibus Stock Plan | | Management | | For | | Yes | | No |
Report on Political Contributions | | Share Holder | | For | | Yes | | Yes |
Report on Costs and Benefits of Environmental Related Expenditures | | Share Holder | | Against | | Yes | | No |
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| | | | | | | | |
EMERA INCORPORATED | | | | | | | | |
Ticker: EMA | | | | | | | | |
Primary CUSIP: 290876101 | | | | | | | | |
Meeting Date: 20-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Scott C. Balfour | | Management | | For | | Yes | | No |
Elect Director James V. Bertram | | Management | | For | | Yes | | No |
Elect Director Henry E. Demone | | Management | | For | | Yes | | No |
Elect Director Kent M. Harvey | | Management | | For | | Yes | | No |
Elect Director B. Lynn Loewen | | Management | | For | | Yes | | No |
Elect Director John B. Ramil | | Management | | For | | Yes | | No |
Elect Director Andrea S. Rosen | | Management | | For | | Yes | | No |
Elect Director Richard P. Sergel | | Management | | For | | Yes | | No |
Elect Director M. Jacqueline Sheppard | | Management | | For | | Yes | | No |
Elect Director Karen H. Sheriff | | Management | | For | | Yes | | No |
Elect Director Jochen E. Tilk | | Management | | For | | Yes | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | For | | Yes | | No |
Authorize Board to Fix Remuneration of Auditors | | Management | | For | | Yes | | No |
Advisory Vote on Executive Compensation Approach | | Management | | For | | Yes | | No |
Amend Stock Option Plan | | Management | | For | | Yes | | No |
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IDACORP, INC. | | | | | | | | |
Ticker: IDA | | | | | | | | |
Primary CUSIP: 451107106 | | | | | | | | |
Meeting Date: 20-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Darrel T. Anderson | | Management | | For | | Yes | | No |
Elect Director Odette C. Bolano | | Management | | For | | Yes | | No |
Elect Director Thomas Carlile | | Management | | For | | Yes | | No |
Elect Director Richard J. Dahl | | Management | | For | | Yes | | No |
Elect Director Annette G. Elg | | Management | | For | | Yes | | No |
Elect Director Lisa A. Grow | | Management | | For | | Yes | | No |
Elect Director Ronald W. Jibson | | Management | | For | | Yes | | No |
Elect Director Judith A. Johansen | | Management | | For | | Yes | | No |
Elect Director Dennis L. Johnson | | Management | | For | | Yes | | No |
Elect Director Richard J. Navarro | | Management | | For | | Yes | | No |
Elect Director Mark T. Peters | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditor | | Management | | For | | Yes | | No |
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NEXTERA ENERGY, INC. | | | | | | | | |
Ticker: NEE | | | | | | | | |
Primary CUSIP: 65339F101 | | | | | | | | |
Meeting Date: 20-May-21 | | | | | | | | |
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Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Sherry S. Barrat | | Management | | For | | Yes | | No |
Elect Director James L. Camaren | | Management | | For | | Yes | | No |
Elect Director Kenneth B. Dunn | | Management | | For | | Yes | | No |
Elect Director Naren K. Gursahaney | | Management | | For | | Yes | | No |
Elect Director Kirk S. Hachigian | | Management | | For | | Yes | | No |
Elect Director Amy B. Lane | | Management | | For | | Yes | | No |
Elect Director David L. Porges | | Management | | For | | Yes | | No |
Elect Director James L. Robo | | Management | | For | | Yes | | No |
Elect Director Rudy E. Schupp | | Management | | For | | Yes | | No |
Elect Director John L. Skolds | | Management | | For | | Yes | | No |
Elect Director Lynn M. Utter | | Management | | For | | Yes | | No |
Elect Director Darryl L. Wilson | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Approve Omnibus Stock Plan | | Management | | For | | Yes | | No |
Provide Right to Act by Written Consent | | Share Holder | | For | | Yes | | Yes |
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ONEOK, INC. | | | | | | | | |
Ticker: OKE | | | | | | | | |
Primary CUSIP: 682680103 | | | | | | | | |
Meeting Date: 26-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Brian L. Derksen | | Management | | For | | Yes | | No |
Elect Director Julie H. Edwards | | Management | | For | | Yes | | No |
Elect Director John W. Gibson | | Management | | For | | Yes | | No |
Elect Director Mark W. Helderman | | Management | | For | | Yes | | No |
Elect Director Randall J. Larson | | Management | | For | | Yes | | No |
Elect Director Steven J. Malcolm | | Management | | For | | Yes | | No |
Elect Director Jim W. Mogg | | Management | | For | | Yes | | No |
Elect Director Pattye L. Moore | | Management | | For | | Yes | | No |
Elect Director Eduardo A. Rodriguez | | Management | | For | | Yes | | No |
Elect Director Gerald B. Smith | | Management | | For | | Yes | | No |
Elect Director Terry K. Spencer | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
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THE SOUTHERN COMPANY | | | | | | | | |
Ticker: SO | | | | | | | | |
Primary CUSIP: 842587107 | | | | | | | | |
Meeting Date: 26-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Janaki Akella | | Management | | For | | Yes | | No |
Elect Director Juanita Powell Baranco | | Management | | For | | Yes | | No |
Elect Director Henry A. Clark, III | | Management | | For | | Yes | | No |
Elect Director Anthony F. Earley, Jr. | | Management | | For | | Yes | | No |
Elect Director Thomas A. Fanning | | Management | | For | | Yes | | No |
Elect Director David J. Grain | | Management | | For | | Yes | | No |
Elect Director Colette D. Honorable | | Management | | For | | Yes | | No |
Elect Director Donald M. James | | Management | | For | | Yes | | No |
Elect Director John D. Johns | | Management | | For | | Yes | | No |
Elect Director Dale E. Klein | | Management | | For | | Yes | | No |
Elect Director Ernest J. Moniz | | Management | | For | | Yes | | No |
Elect Director William G. Smith, Jr. | | Management | | For | | Yes | | No |
Elect Director E. Jenner Wood, III | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Approve Omnibus Stock Plan | | Management | | For | | Yes | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | For | | Yes | | No |
Reduce Supermajority Vote Requirement | | Management | | For | | Yes | | No |
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ONE GAS, INC. | | | | | | | | |
Ticker: OGS | | | | | | | | |
Primary CUSIP: 68235P108 | | | | | | | | |
Meeting Date: 27-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Robert B. Evans | | Management | | For | | Yes | | No |
Elect Director John W. Gibson | | Management | | For | | Yes | | No |
Elect Director Tracy E. Hart | | Management | | For | | Yes | | No |
Elect Director Michael G. Hutchinson | | Management | | For | | Yes | | No |
Elect Director Pattye L. Moore | | Management | | For | | Yes | | No |
Elect Director Pierce H. Norton, II | | Management | | For | | Yes | | No |
Elect Director Eduardo A. Rodriguez | | Management | | For | | Yes | | No |
Elect Director Douglas H. Yaeger | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
Amend Qualified Employee Stock Purchase Plan | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Advisory Vote on Say on Pay Frequency | | Management | | One Year | | Yes | | No |
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QUANTA SERVICES, INC. | | | | | | | | |
Ticker: PWR | | | | | | | | |
Primary CUSIP: 74762E102 | | | | | | | | |
Meeting Date: 27-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Elect Director Earl C. (Duke) Austin, Jr. | | Management | | For | | Yes | | No |
Elect Director Doyle N. Beneby | | Management | | For | | Yes | | No |
Elect Director Vincent D. Foster | | Management | | For | | Yes | | No |
Elect Director Bernard Fried | | Management | | For | | Yes | | No |
Elect Director Worthing F. Jackman | | Management | | For | | Yes | | No |
Elect Director David M. McClanahan | | Management | | For | | Yes | | No |
Elect Director Margaret B. Shannon | | Management | | For | | Yes | | No |
Elect Director Pat Wood, III | | Management | | For | | Yes | | No |
Elect Director Martha B. Wyrsch | | Management | | For | | Yes | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | For | | Yes | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | For | | Yes | | No |
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IBERDROLA SA | | | | | | | | |
Ticker: IBE | | | | | | | | |
Primary CUSIP: E6165F166 | | | | | | | | |
Meeting Date: 17-Jun-21 | | | | | | | | |
| | | | | | | | |
Proposal Text | | Proponent | | Vote Instruction | | Voted | | Vote Against Management |
Approve Consolidated and Standalone Financial Statements | | Management | | For | | Yes | | No |
Approve Consolidated and Standalone Management Reports | | Management | | For | | Yes | | No |
Approve Non-Financial Information Statement | | Management | | For | | Yes | | No |
Approve Discharge of Board | | Management | | For | | Yes | | No |
Amend Articles Re: Update of the Name of the Governance and Sustainability System and Incorporation of Other Technical Improvements | | Management | | For | | Yes | | No |
Amend Article 10 to Reflect Changes in Capital | | Management | | For | | Yes | | No |
Amend Articles Re: New Regulations Regarding Long-Term Involvement of Shareholders | | Management | | For | | Yes | | No |
Amend Articles Re: Allow Shareholder Meetings to be Held in Virtual-Only Format | | Management | | For | | Yes | | No |
Amend Article 32 Re: Climate Action Plan | | Management | | For | | Yes | | No |
Amend Articles Re: Meetings of Board of Directors and its Committees | | Management | | For | | Yes | | No |
Amend Articles Re: Annual Financial and Non-Financial Information | | Management | | For | | Yes | | No |
Amend Articles Re: Technical Improvements | | Management | | For | | Yes | | No |
Amend Articles of General Meeting Regulations Re: Update of the Name of the Governance and Sustainability System and Incorporation of Other Technical Improvements | | Management | | For | | Yes | | No |
Amend Articles of General Meeting Regulations Re: New Regulations Regarding Long-Term Involvement of Shareholders | | Management | | For | | Yes | | No |
Amend Articles of General Meeting Regulations Re: Allow Shareholder Meetings to be Held in Virtual-Only Format | | Management | | For | | Yes | | No |
Approve Remuneration Policy | | Management | | For | | Yes | | No |
Approve Allocation of Income and Dividends | | Management | | For | | Yes | | No |
Approve Scrip Dividends | | Management | | For | | Yes | | No |
Approve Scrip Dividends | | Management | | For | | Yes | | No |
Reelect Juan Manuel Gonzalez Serna as Director | | Management | | For | | Yes | | No |
Reelect Francisco Martinez Corcoles as Director | | Management | | For | | Yes | | No |
Ratify Appointment of and Elect Angel Jesus Acebes Paniagua as Director | | Management | | For | | Yes | | No |
Fix Number of Directors at 14 | | Management | | For | | Yes | | No |
Authorize Issuance of Non-Convertible Bonds/Debentures and/or Other Debt Securities up to EUR 30 Billion and Issuance of Notes up to EUR 6 Billion | | Management | | For | | Yes | | No |
Authorize Board to Ratify and Execute Approved Resolutions | | Management | | For | | Yes | | No |
Advisory Vote on Remuneration Report | | Management | | For | | Yes | | No |
Advisory Vote on Company's Climate Action Plan | | Management | | For | | Yes | | No |
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| | | | | | | | |
FT Cboe Vest S&P 500® Dividend Aristocrats Target Income ETF® |
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LINDE PLC | | | | | | | | |
Ticker: LIN | | | | | | | | |
Primary Security ID: G5494J103 | | | | | | | | |
Meeting Date: 27-Jul-20 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Wolfgang H. Reitzle | | Management | | Yes | | For | | No |
1b -- Elect Director Stephen F. Angel | | Management | | Yes | | For | | No |
1c -- Elect Director Ann-Kristin Achleitner | | Management | | Yes | | For | | No |
1d -- Elect Director Clemens A. H. Borsig | | Management | | Yes | | For | | No |
1e -- Elect Director Nance K. Dicciani | | Management | | Yes | | For | | No |
1f -- Elect Director Thomas Enders | | Management | | Yes | | For | | No |
1g -- Elect Director Franz Fehrenbach | | Management | | Yes | | For | | No |
1h -- Elect Director Edward G. Galante | | Management | | Yes | | For | | No |
1i -- Elect Director Larry D. McVay | | Management | | Yes | | For | | No |
1j -- Elect Director Victoria E. Ossadnik | | Management | | Yes | | For | | No |
1k -- Elect Director Martin H. Richenhagen | | Management | | Yes | | For | | No |
1l -- Elect Director Robert L. Wood | | Management | | Yes | | For | | No |
2a -- Ratify PricewaterhouseCoopers as Auditors | | Management | | Yes | | For | | No |
2b -- Authorize Board to Fix Remuneration of Auditors | | Management | | Yes | | For | | No |
3 -- Determine Price Range for Reissuance of Treasury Shares | | Management | | Yes | | For | | No |
4 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
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VF CORPORATION | | | | | | | | |
Ticker: VFC | | | | | | | | |
Primary Security ID: 918204108 | | | | | | | | |
Meeting Date: 28-Jul-20 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Richard T. Carucci | | Management | | Yes | | For | | No |
1.2 -- Elect Director Juliana L. Chugg | | Management | | Yes | | For | | No |
1.3 -- Elect Director Benno Dorer | | Management | | Yes | | For | | No |
1.4 -- Elect Director Mark S. Hoplamazian | | Management | | Yes | | For | | No |
1.5 -- Elect Director Laura W. Lang | | Management | | Yes | | For | | No |
1.6 -- Elect Director W. Alan McCollough | | Management | | Yes | | For | | No |
1.7 -- Elect Director W. Rodney McMullen | | Management | | Yes | | For | | No |
1.8 -- Elect Director Clarence Otis, Jr. | | Management | | Yes | | For | | No |
1.9 -- Elect Director Steven E. Rendle | | Management | | Yes | | For | | No |
1.10 -- Elect Director Carol L. Roberts | | Management | | Yes | | For | | No |
1.11 -- Elect Director Matthew J. Shattock | | Management | | Yes | | For | | No |
1.12 -- Elect Director Veronica B. Wu | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
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THE PROCTER & GAMBLE COMPANY | | | | | | | | |
Ticker: PG | | | | | | | | |
Primary Security ID: 742718109 | | | | | | | | |
Meeting Date: 13-Oct-20 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Francis S. Blake | | Management | | Yes | | For | | No |
1b -- Elect Director Angela F. Braly | | Management | | Yes | | For | | No |
1c -- Elect Director Amy L. Chang | | Management | | Yes | | For | | No |
1d -- Elect Director Joseph Jimenez | | Management | | Yes | | For | | No |
1e -- Elect Director Debra L. Lee | | Management | | Yes | | For | | No |
1f -- Elect Director Terry J. Lundgren | | Management | | Yes | | For | | No |
1g -- Elect Director Christine M. McCarthy | | Management | | Yes | | For | | No |
1h -- Elect Director W. James McNerney, Jr. | | Management | | Yes | | For | | No |
1i -- Elect Director Nelson Peltz | | Management | | Yes | | For | | No |
1j -- Elect Director David S. Taylor | | Management | | Yes | | For | | No |
1k -- Elect Director Margaret C. Whitman | | Management | | Yes | | For | | No |
1l -- Elect Director Patricia A. Woertz | | Management | | Yes | | For | | No |
2 -- Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Approve Qualified Employee Stock Purchase Plan | | Management | | Yes | | For | | No |
5 -- Report on Efforts to Eliminate Deforestation | | Share Holder | | Yes | | For | | Yes |
6 -- Publish Annually a Report Assessing Diversity and Inclusion Efforts | | Share Holder | | Yes | | For | | Yes |
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CINTAS CORPORATION | | | | | | | | |
Ticker: CTAS | | | | | | | | |
Primary Security ID: 172908105 | | | | | | | | |
Meeting Date: 27-Oct-20 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Gerald S. Adolph | | Management | | Yes | | For | | No |
1b -- Elect Director John F. Barrett | | Management | | Yes | | For | | No |
1c -- Elect Director Melanie W. Barstad | | Management | | Yes | | For | | No |
1d -- Elect Director Karen L. Carnahan | | Management | | Yes | | For | | No |
1e -- Elect Director Robert E. Coletti | | Management | | Yes | | For | | No |
1f -- Elect Director Scott D. Farmer | | Management | | Yes | | For | | No |
1g -- Elect Director Joseph Scaminace | | Management | | Yes | | For | | No |
1h -- Elect Director Ronald W. Tysoe | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
4 -- Report on Political Contributions Disclosure | | Share Holder | | Yes | | For | | Yes |
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| | | | | | | | |
AMCOR PLC | | | | | | | | |
Ticker: AMCR | | | | | | | | |
Primary Security ID: G0250X107 | | | | | | | | |
Meeting Date: 04-Nov-20 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Graeme Liebelt | | Management | | Yes | | For | | No |
1b -- Elect Director Armin Meyer | | Management | | Yes | | For | | No |
1c -- Elect Director Ronald Delia | | Management | | Yes | | For | | No |
1d -- Elect Director Andrea Bertone | | Management | | Yes | | For | | No |
1e -- Elect Director Karen Guerra | | Management | | Yes | | For | | No |
1f -- Elect Director Nicholas (Tom) Long | | Management | | Yes | | For | | No |
1g -- Elect Director Arun Nayar | | Management | | Yes | | For | | No |
1h -- Elect Director Jeremy Sutcliffe | | Management | | Yes | | For | | No |
1i -- Elect Director David Szczupak | | Management | | Yes | | For | | No |
1j -- Elect Director Philip Weaver | | Management | | Yes | | For | | No |
2 -- Ratify PricewaterhouseCoopers AG as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
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CARDINAL HEALTH, INC. | | | | | | | | |
Ticker: CAH | | | | | | | | |
Primary Security ID: 14149Y108 | | | | | | | | |
Meeting Date: 04-Nov-20 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Carrie S. Cox | | Management | | Yes | | For | | No |
1b -- Elect Director Calvin Darden | | Management | | Yes | | For | | No |
1c -- Elect Director Bruce L. Downey | | Management | | Yes | | For | | No |
1d -- Elect Director Sheri H. Edison | | Management | | Yes | | For | | No |
1e -- Elect Director David C. Evans | | Management | | Yes | | For | | No |
1f -- Elect Director Patricia A. Hemingway Hall | | Management | | Yes | | For | | No |
1g -- Elect Director Akhil Johri | | Management | | Yes | | For | | No |
1h -- Elect Director Michael C. Kaufmann | | Management | | Yes | | For | | No |
1i -- Elect Director Gregory B. Kenny | | Management | | Yes | | For | | No |
1j -- Elect Director Nancy Killefer | | Management | | Yes | | For | | No |
1k -- Elect Director J. Michael Losh | | Management | | Yes | | For | | No |
1l -- Elect Director Dean A. Scarborough | | Management | | Yes | | For | | No |
1m -- Elect Director John H. Weiland | | Management | | Yes | | For | | No |
2 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Management | | Yes | | For | | No |
5 -- Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
6 -- Require Independent Board Chair | | Share Holder | | Yes | | For | | Yes |
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| | | | | | | | |
AUTOMATIC DATA PROCESSING, INC. | | | | | | | | |
Ticker: ADP | | | | | | | | |
Primary Security ID: 053015103 | | | | | | | | |
Meeting Date: 11-Nov-20 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Peter Bisson | | Management | | Yes | | For | | No |
1b -- Elect Director Richard T. Clark | | Management | | Yes | | For | | No |
1c -- Elect Director Linnie M. Haynesworth | | Management | | Yes | | For | | No |
1d -- Elect Director John P. Jones | | Management | | Yes | | For | | No |
1e -- Elect Director Francine S. Katsoudas | | Management | | Yes | | For | | No |
1f -- Elect Director Nazzic S. Keene | | Management | | Yes | | For | | No |
1g -- Elect Director Thomas J. Lynch | | Management | | Yes | | For | | No |
1h -- Elect Director Scott F. Powers | | Management | | Yes | | For | | No |
1i -- Elect Director William J. Ready | | Management | | Yes | | For | | No |
1j -- Elect Director Carlos A. Rodriguez | | Management | | Yes | | For | | No |
1k -- Elect Director Sandra S. Wijnberg | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
4 -- Report on Non-Management Employee Representation on the Board of Directors | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
| | | | | | | | |
THE CLOROX COMPANY | | | | | | | | |
Ticker: CLX | | | | | | | | |
Primary Security ID: 189054109 | | | | | | | | |
Meeting Date: 18-Nov-20 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Amy Banse | | Management | | Yes | | For | | No |
1.2 -- Elect Director Richard H. Carmona | | Management | | Yes | | For | | No |
1.3 -- Elect Director Benno Dorer | | Management | | Yes | | For | | No |
1.4 -- Elect Director Spencer C. Fleischer | | Management | | Yes | | For | | No |
1.5 -- Elect Director Esther Lee | | Management | | Yes | | For | | No |
1.6 -- Elect Director A.D. David Mackay | | Management | | Yes | | For | | No |
1.7 -- Elect Director Paul Parker | | Management | | Yes | | For | | No |
1.8 -- Elect Director Linda Rendle | | Management | | Yes | | For | | No |
1.9 -- Elect Director Matthew J. Shattock | | Management | | Yes | | For | | No |
1.10 -- Elect Director Kathryn Tesija | | Management | | Yes | | For | | No |
1.11 -- Elect Director Pamela Thomas-Graham | | Management | | Yes | | For | | No |
1.12 -- Elect Director Russell J. Weiner | | Management | | Yes | | For | | No |
1.13 -- Elect Director Christopher J. Williams | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
4 -- Eliminate Supermajority Vote Requirement to Approve Certain Business Combinations | | Management | | Yes | | For | | No |
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SYSCO CORPORATION | | | | | | | | |
Ticker: SYY | | | | | | | | |
Primary Security ID: 871829107 | | | | | | | | |
Meeting Date: 20-Nov-20 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Daniel J. Brutto | | Management | | Yes | | For | | No |
1b -- Elect Director John M. Cassaday | | Management | | Yes | | For | | No |
1c -- Elect Director Joshua D. Frank | | Management | | Yes | | For | | No |
1d -- Elect Director Larry C. Glasscock | | Management | | Yes | | For | | No |
1e -- Elect Director Bradley M. Halverson | | Management | | Yes | | For | | No |
1f -- Elect Director John M. Hinshaw | | Management | | Yes | | For | | No |
1g -- Elect Director Kevin P. Hourican | | Management | | Yes | | For | | No |
1h -- Elect Director Hans-Joachim Koerber | | Management | | Yes | | For | | No |
1i -- Elect Director Stephanie A. Lundquist | | Management | | Yes | | For | | No |
1j -- Elect Director Nelson Peltz | | Management | | Yes | | For | | No |
1k -- Elect Director Edward D. Shirley | | Management | | Yes | | For | | No |
1l -- Elect Director Sheila G. Talton | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
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MEDTRONIC PLC | | | | | | | | |
Ticker: MDT | | | | | | | | |
Primary Security ID: G5960L103 | | | | | | | | |
Meeting Date: 11-Dec-20 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Richard H. Anderson | | Management | | Yes | | For | | No |
1b -- Elect Director Craig Arnold | | Management | | Yes | | For | | No |
1c -- Elect Director Scott C. Donnelly | | Management | | Yes | | For | | No |
1d -- Elect Director Andrea J. Goldsmith | | Management | | Yes | | For | | No |
1e -- Elect Director Randall J. Hogan, III | | Management | | Yes | | For | | No |
1f -- Elect Director Michael O. Leavitt | | Management | | Yes | | For | | No |
1g -- Elect Director James T. Lenehan | | Management | | Yes | | For | | No |
1h -- Elect Director Kevin E. Lofton | | Management | | Yes | | For | | No |
1i -- Elect Director Geoffrey S. Martha | | Management | | Yes | | For | | No |
1j -- Elect Director Elizabeth G. Nabel | | Management | | Yes | | For | | No |
1k -- Elect Director Denise M. O'Leary | | Management | | Yes | | For | | No |
1l -- Elect Director Kendall J. Powell | | Management | | Yes | | For | | No |
2 -- Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Renew the Board's Authority to Issue Shares Under Irish Law | | Management | | Yes | | For | | No |
5 -- Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | | Management | | Yes | | For | | No |
6 -- Authorize Overseas Market Purchases of Ordinary Shares | | Management | | Yes | | For | | No |
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BECTON, DICKINSON AND COMPANY | | | | | | | | |
Ticker: BDX | | | | | | | | |
Primary Security ID: 075887109 | | | | | | | | |
Meeting Date: 26-Jan-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Catherine M. Burzik | | Management | | Yes | | For | | No |
1b -- Elect Director R. Andrew Eckert | | Management | | Yes | | For | | No |
1c -- Elect Director Vincent A. Forlenza | | Management | | Yes | | For | | No |
1d -- Elect Director Claire M. Fraser | | Management | | Yes | | For | | No |
1e -- Elect Director Jeffrey W. Henderson | | Management | | Yes | | For | | No |
1f -- Elect Director Christopher Jones | | Management | | Yes | | For | | No |
1g -- Elect Director Marshall O. Larsen | | Management | | Yes | | For | | No |
1h -- Elect Director David F. Melcher | | Management | | Yes | | For | | No |
1i -- Elect Director Thomas E. Polen | | Management | | Yes | | For | | No |
1j -- Elect Director Claire Pomeroy | | Management | | Yes | | For | | No |
1k -- Elect Director Rebecca W. Rimel | | Management | | Yes | | For | | No |
1l -- Elect Director Timothy M. Ring | | Management | | Yes | | For | | No |
1m -- Elect Director Bertram L. Scott | | Management | | Yes | | For | | No |
2 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | Against | | Yes |
4 -- Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
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HORMEL FOODS CORPORATION | | | | | | | | |
Ticker: HRL | | | | | | | | |
Primary Security ID: 440452100 | | | | | | | | |
Meeting Date: 26-Jan-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Prama Bhatt | | Management | | Yes | | For | | No |
1b -- Elect Director Gary C. Bhojwani | | Management | | Yes | | For | | No |
1c -- Elect Director Terrell K. Crews | | Management | | Yes | | For | | No |
1d -- Elect Director Stephen M. Lacy | | Management | | Yes | | For | | No |
1e -- Elect Director Elsa A. Murano | | Management | | Yes | | For | | No |
1f -- Elect Director Susan K. Nestegard | | Management | | Yes | | For | | No |
1g -- Elect Director William A. Newlands | | Management | | Yes | | For | | No |
1h -- Elect Director Christopher J. Policinski | | Management | | Yes | | For | | No |
1i -- Elect Director Jose Luis Prado | | Management | | Yes | | For | | No |
1j -- Elect Director Sally J. Smith | | Management | | Yes | | For | | No |
1k -- Elect Director James P. Snee | | Management | | Yes | | For | | No |
1l -- Elect Director Steven A. White | | Management | | Yes | | For | | No |
2 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
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AIR PRODUCTS AND CHEMICALS, INC. | | | | | | | | |
Ticker: APD | | | | | | | | |
Primary Security ID: 009158106 | | | | | | | | |
Meeting Date: 28-Jan-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Susan K. Carter | | Management | | Yes | | For | | No |
1b -- Elect Director Charles I. Cogut | | Management | | Yes | | For | | No |
1c -- Elect Director Lisa A. Davis | | Management | | Yes | | For | | No |
1d -- Elect Director Chadwick C. Deaton | | Management | | Yes | | For | | No |
1e -- Elect Director Seifollah (Seifi) Ghasemi | | Management | | Yes | | For | | No |
1f -- Elect Director David H. Y. Ho | | Management | | Yes | | For | | No |
1g -- Elect Director Edward L. Monser | | Management | | Yes | | For | | No |
1h -- Elect Director Matthew H. Paull | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Approve Omnibus Stock Plan | | Management | | Yes | | For | | No |
4 -- Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
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WALGREENS BOOTS ALLIANCE, INC. | | | | | | | | |
Ticker: WBA | | | | | | | | |
Primary Security ID: 931427108 | | | | | | | | |
Meeting Date: 28-Jan-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Jose E. Almeida | | Management | | Yes | | For | | No |
1b -- Elect Director Janice M. Babiak | | Management | | Yes | | For | | No |
1c -- Elect Director David J. Brailer | | Management | | Yes | | For | | No |
1d -- Elect Director William C. Foote | | Management | | Yes | | For | | No |
1e -- Elect Director Ginger L. Graham | | Management | | Yes | | For | | No |
1f -- Elect Director Valerie B. Jarrett | | Management | | Yes | | For | | No |
1g -- Elect Director John A. Lederer | | Management | | Yes | | For | | No |
1h -- Elect Director Dominic P. Murphy | | Management | | Yes | | For | | No |
1i -- Elect Director Stefano Pessina | | Management | | Yes | | For | | No |
1j -- Elect Director Nancy M. Schlichting | | Management | | Yes | | For | | No |
1k -- Elect Director James A. Skinner | | Management | | Yes | | For | | No |
2 -- Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | Against | | Yes |
4 -- Approve Omnibus Stock Plan | | Management | | Yes | | For | | No |
5 -- Require Independent Board Chair | | Share Holder | | Yes | | For | | Yes |
6 -- Report on Health Risks of Continued In-Store Tobacco Sales in the Age of COVID 2021 | | Share Holder | | Yes | | Against | | No |
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EMERSON ELECTRIC CO. | | | | | | | | |
Ticker: EMR | | | | | | | | |
Primary Security ID: 291011104 | | | | | | | | |
Meeting Date: 02-Feb-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Mark A. Blinn | | Management | | Yes | | For | | No |
1.2 -- Elect Director Arthur F. Golden | | Management | | Yes | | For | | No |
1.3 -- Elect Director Candace Kendle | | Management | | Yes | | For | | No |
1.4 -- Elect Director James S. Turley | | Management | | Yes | | For | | No |
2 -- Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
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ATMOS ENERGY CORPORATION | | | | | | | | |
Ticker: ATO | | | | | | | | |
Primary Security ID: 049560105 | | | | | | | | |
Meeting Date: 03-Feb-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director J. Kevin Akers | | Management | | Yes | | For | | No |
1b -- Elect Director Robert W. Best | | Management | | Yes | | For | | No |
1c -- Elect Director Kim R. Cocklin | | Management | | Yes | | For | | No |
1d -- Elect Director Kelly H. Compton | | Management | | Yes | | For | | No |
1e -- Elect Director Sean Donohue | | Management | | Yes | | For | | No |
1f -- Elect Director Rafael G. Garza | | Management | | Yes | | For | | No |
1g -- Elect Director Richard K. Gordon | | Management | | Yes | | For | | No |
1h -- Elect Director Robert C. Grable | | Management | | Yes | | For | | No |
1i -- Elect Director Nancy K. Quinn | | Management | | Yes | | For | | No |
1j -- Elect Director Richard A. Sampson | | Management | | Yes | | For | | No |
1k -- Elect Director Stephen R. Springer | | Management | | Yes | | For | | No |
1l -- Elect Director Diana J. Walters | | Management | | Yes | | For | | No |
1m -- Elect Director Richard Ware, II | | Management | | Yes | | For | | No |
1n -- Elect Director Frank Yoho | | Management | | Yes | | For | | No |
2 -- Amend Omnibus Stock Plan | | Management | | Yes | | For | | No |
3 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
4 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
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FRANKLIN RESOURCES, INC. | | | | | | | | |
Ticker: BEN | | | | | | | | |
Primary Security ID: 354613101 | | | | | | | | |
Meeting Date: 09-Feb-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Mariann Byerwalter | | Management | | Yes | | For | | No |
1b -- Elect Director Alexander S. Friedman | | Management | | Yes | | For | | No |
1c -- Elect Director Gregory E. Johnson | | Management | | Yes | | For | | No |
1d -- Elect Director Jennifer M. Johnson | | Management | | Yes | | For | | No |
1e -- Elect Director Rupert H. Johnson, Jr. | | Management | | Yes | | For | | No |
1f -- Elect Director John Y. Kim | | Management | | Yes | | For | | No |
1g -- Elect Director Anthony J. Noto | | Management | | Yes | | For | | No |
1h -- Elect Director John W. Thiel | | Management | | Yes | | For | | No |
1i -- Elect Director Seth H. Waugh | | Management | | Yes | | For | | No |
1j -- Elect Director Geoffrey Y. Yang | | Management | | Yes | | For | | No |
2 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Amend Omnibus Stock Plan | | Management | | Yes | | Against | | Yes |
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S&P GLOBAL INC. | | | | | | | | |
Ticker: SPGI | | | | | | | | |
Primary Security ID: 78409V104 | | | | | | | | |
Meeting Date: 11-Mar-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1 -- Issue Shares in Connection with Merger | | Management | | Yes | | For | | No |
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A. O. SMITH CORPORATION | | | | | | | | |
Ticker: AOS | | | | | | | | |
Primary Security ID: 831865209 | | | | | | | | |
Meeting Date: 13-Apr-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Ronald D. Brown | | Management | | Yes | | For | | No |
1.2 -- Elect Director Ilham Kadri | | Management | | Yes | | For | | No |
1.3 -- Elect Director Idelle K. Wolf | | Management | | Yes | | For | | No |
1.4 -- Elect Director Gene C. Wulf | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
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PPG INDUSTRIES, INC. | | | | | | | | |
Ticker: PPG | | | | | | | | |
Primary Security ID: 693506107 | | | | | | | | |
Meeting Date: 15-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Steven A. Davis | | Management | | Yes | | For | | No |
1.2 -- Elect Director Michael W. Lamach | | Management | | Yes | | For | | No |
1.3 -- Elect Director Michael T. Nally | | Management | | Yes | | For | | No |
1.4 -- Elect Director Guillermo Novo | | Management | | Yes | | For | | No |
1.5 -- Elect Director Martin H. Richenhagen | | Management | | Yes | | For | | No |
1.6 -- Elect Director Catherine R. Smith | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Declassify the Board of Directors | | Management | | Yes | | For | | No |
4 -- Eliminate Supermajority Vote Requirement | | Management | | Yes | | For | | No |
5 -- Ratify PricewaterhouseCoopers LLP as Auditor | | Management | | Yes | | For | | No |
6 -- Require Independent Board Chair | | Share Holder | | Yes | | Against | | No |
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THE COCA-COLA COMPANY | | | | | | | | |
Ticker: KO | | | | | | | | |
Primary Security ID: 191216100 | | | | | | | | |
Meeting Date: 20-Apr-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Herbert A. Allen | | Management | | Yes | | For | | No |
1.2 -- Elect Director Marc Bolland | | Management | | Yes | | For | | No |
1.3 -- Elect Director Ana Botin | | Management | | Yes | | For | | No |
1.4 -- Elect Director Christopher C. Davis | | Management | | Yes | | For | | No |
1.5 -- Elect Director Barry Diller | | Management | | Yes | | For | | No |
1.6 -- Elect Director Helene D. Gayle | | Management | | Yes | | For | | No |
1.7 -- Elect Director Alexis M. Herman | | Management | | Yes | | For | | No |
1.8 -- Elect Director Robert A. Kotick | | Management | | Yes | | For | | No |
1.9 -- Elect Director Maria Elena Lagomasino | | Management | | Yes | | For | | No |
1.10 -- Elect Director James Quincey | | Management | | Yes | | For | | No |
1.11 -- Elect Director Caroline J. Tsay | | Management | | Yes | | For | | No |
1.12 -- Elect Director David B. Weinberg | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Ernst & Young LLP as Auditor | | Management | | Yes | | For | | No |
4 -- Report on Sugar and Public Health | | Share Holder | | Yes | | Against | | No |
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THE SHERWIN-WILLIAMS COMPANY | | | | | | | | |
Ticker: SHW | | | | | | | | |
Primary Security ID: 824348106 | | | | | | | | |
Meeting Date: 21-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Kerrii B. Anderson | | Management | | Yes | | For | | No |
1b -- Elect Director Arthur F. Anton | | Management | | Yes | | For | | No |
1c -- Elect Director Jeff M. Fettig | | Management | | Yes | | For | | No |
1d -- Elect Director Richard J. Kramer | | Management | | Yes | | For | | No |
1e -- Elect Director John G. Morikis | | Management | | Yes | | For | | No |
1f -- Elect Director Christine A. Poon | | Management | | Yes | | For | | No |
1g -- Elect Director Aaron M. Powell | | Management | | Yes | | For | | No |
1h -- Elect Director Michael H. Thaman | | Management | | Yes | | For | | No |
1i -- Elect Director Matthew Thornton, III | | Management | | Yes | | For | | No |
1j -- Elect Director Steven H. Wunning | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
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JOHNSON & JOHNSON | | | | | | | | |
Ticker: JNJ | | | | | | | | |
Primary Security ID: 478160104 | | | | | | | | |
Meeting Date: 22-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Mary C. Beckerle | | Management | | Yes | | For | | No |
1b -- Elect Director D. Scott Davis | | Management | | Yes | | For | | No |
1c -- Elect Director Ian E. L. Davis | | Management | | Yes | | For | | No |
1d -- Elect Director Jennifer A. Doudna | | Management | | Yes | | For | | No |
1e -- Elect Director Alex Gorsky | | Management | | Yes | | For | | No |
1f -- Elect Director Marillyn A. Hewson | | Management | | Yes | | For | | No |
1g -- Elect Director Hubert Joly | | Management | | Yes | | For | | No |
1h -- Elect Director Mark B. McClellan | | Management | | Yes | | For | | No |
1i -- Elect Director Anne M. Mulcahy | | Management | | Yes | | For | | No |
1j -- Elect Director Charles Prince | | Management | | Yes | | For | | No |
1k -- Elect Director A. Eugene Washington | | Management | | Yes | | For | | No |
1l -- Elect Director Mark A. Weinberger | | Management | | Yes | | For | | No |
1m -- Elect Director Nadja Y. West | | Management | | Yes | | For | | No |
1n -- Elect Director Ronald A. Williams | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | Against | | Yes |
3 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
4 -- Report on Government Financial Support and Access to COVID-19 Vaccines and Therapeutics | | Share Holder | | Yes | | For | | Yes |
5 -- Require Independent Board Chair | | Share Holder | | Yes | | For | | Yes |
6 -- Report on Civil Rights Audit | | Share Holder | | Yes | | Against | | No |
7 -- Adopt Policy on Bonus Banking | | Share Holder | | Yes | | Against | | No |
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| | | | | | | | |
ABBOTT LABORATORIES | | | | | | | | |
Ticker: ABT | | | | | | | | |
Primary Security ID: 002824100 | | | | | | | | |
Meeting Date: 23-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Robert J. Alpern | | Management | | Yes | | For | | No |
1.2 -- Elect Director Roxanne S. Austin | | Management | | Yes | | For | | No |
1.3 -- Elect Director Sally E. Blount | | Management | | Yes | | For | | No |
1.4 -- Elect Director Robert B. Ford | | Management | | Yes | | For | | No |
1.5 -- Elect Director Michelle A. Kumbier | | Management | | Yes | | For | | No |
1.6 -- Elect Director Darren W. McDew | | Management | | Yes | | For | | No |
1.7 -- Elect Director Nancy McKinstry | | Management | | Yes | | For | | No |
1.8 -- Elect Director William A. Osborn | | Management | | Yes | | For | | No |
1.9 -- Elect Director Michael F. Roman | | Management | | Yes | | For | | No |
1.10 -- Elect Director Daniel J. Starks | | Management | | Yes | | For | | No |
1.11 -- Elect Director John G. Stratton | | Management | | Yes | | For | | No |
1.12 -- Elect Director Glenn F. Tilton | | Management | | Yes | | For | | No |
1.13 -- Elect Director Miles D. White | | Management | | Yes | | For | | No |
2 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4a -- Adopt Majority Voting Standard for Amendments of the Articles of Incorporation and Effect Other Ministerial Changes | | Management | | Yes | | For | | No |
4b -- Adopt Majority Voting Standard for Certain Extraordinary Transactions | | Management | | Yes | | For | | No |
5 -- Report on Lobbying Payments and Policy | | Share Holder | | Yes | | Against | | No |
6 -- Report on Racial Justice | | Share Holder | | Yes | | For | | Yes |
7 -- Require Independent Board Chair | | Share Holder | | Yes | | Against | | No |
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INTERNATIONAL BUSINESS MACHINES CORPORATION | | | | | | | | |
Ticker: IBM | | | | | | | | |
Primary Security ID: 459200101 | | | | | | | | |
Meeting Date: 27-Apr-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Thomas Buberl | | Management | | Yes | | For | | No |
1b -- Elect Director Michael L. Eskew | | Management | | Yes | | For | | No |
1c -- Elect Director David N. Farr | | Management | | Yes | | For | | No |
1d -- Elect Director Alex Gorsky | | Management | | Yes | | For | | No |
1e -- Elect Director Michelle J. Howard | | Management | | Yes | | For | | No |
1f -- Elect Director Arvind Krishna | | Management | | Yes | | For | | No |
1g -- Elect Director Andrew N. Liveris | | Management | | Yes | | For | | No |
1h -- Elect Director Frederick William McNabb, III | | Management | | Yes | | For | | No |
1i -- Elect Director Martha E. Pollack | | Management | | Yes | | For | | No |
1j -- Elect Director Joseph R. Swedish | | Management | | Yes | | For | | No |
1k -- Elect Director Peter R. Voser | | Management | | Yes | | For | | No |
1l -- Elect Director Frederick H. Waddell | | Management | | Yes | | For | | No |
2 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | Against | | Yes |
4 -- Require Independent Board Chair | | Share Holder | | Yes | | For | | Yes |
5 -- Lower Ownership Threshold for Action by Written Consent | | Share Holder | | Yes | | For | | Yes |
6 -- Publish Annually a Report Assessing Diversity, Equity, and Inclusion Efforts | | Share Holder | | Yes | | For | | No |
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GENUINE PARTS COMPANY | | | | | | | | |
Ticker: GPC | | | | | | | | |
Primary Security ID: 372460105 | | | | | | | | |
Meeting Date: 29-Apr-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Elizabeth W. Camp | | Management | | Yes | | For | | No |
1.2 -- Elect Director Richard Cox, Jr. | | Management | | Yes | | For | | No |
1.3 -- Elect Director Paul D. Donahue | | Management | | Yes | | For | | No |
1.4 -- Elect Director Gary P. Fayard | | Management | | Yes | | For | | No |
1.5 -- Elect Director P. Russell Hardin | | Management | | Yes | | For | | No |
1.6 -- Elect Director John R. Holder | | Management | | Yes | | For | | No |
1.7 -- Elect Director Donna W. Hyland | | Management | | Yes | | For | | No |
1.8 -- Elect Director John D. Johns | | Management | | Yes | | For | | No |
1.9 -- Elect Director Jean-Jacques Lafont | | Management | | Yes | | For | | No |
1.10 -- Elect Director Robert C. "Robin" Loudermilk, Jr. | | Management | | Yes | | For | | No |
1.11 -- Elect Director Wendy B. Needham | | Management | | Yes | | For | | No |
1.12 -- Elect Director Juliette W. Pryor | | Management | | Yes | | For | | No |
1.13 -- Elect Director E. Jenner Wood, III | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
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AFLAC INCORPORATED | | | | | | | | |
Ticker: AFL | | | | | | | | |
Primary Security ID: 001055102 | | | | | | | | |
Meeting Date: 03-May-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Daniel P. Amos | | Management | | Yes | | For | | No |
1b -- Elect Director W. Paul Bowers | | Management | | Yes | | For | | No |
1c -- Elect Director Toshihiko Fukuzawa | | Management | | Yes | | For | | No |
1d -- Elect Director Thomas J. Kenny | | Management | | Yes | | For | | No |
1e -- Elect Director Georgette D. Kiser | | Management | | Yes | | For | | No |
1f -- Elect Director Karole F. Lloyd | | Management | | Yes | | For | | No |
1g -- Elect Director Nobuchika Mori | | Management | | Yes | | For | | No |
1h -- Elect Director Joseph L. Moskowitz | | Management | | Yes | | For | | No |
1i -- Elect Director Barbara K. Rimer | | Management | | Yes | | For | | No |
1j -- Elect Director Katherine T. Rohrer | | Management | | Yes | | For | | No |
1k -- Elect Director Melvin T. Stith | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
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ALBEMARLE CORPORATION | | | | | | | | |
Ticker: ALB | | | | | | | | |
Primary Security ID: 012653101 | | | | | | | | |
Meeting Date: 04-May-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
2a -- Elect Director Mary Lauren Brlas | | Management | | Yes | | For | | No |
2b -- Elect Director J. Kent Masters, Jr. | | Management | | Yes | | For | | No |
2c -- Elect Director Glenda J. Minor | | Management | | Yes | | For | | No |
2d -- Elect Director James J. O'Brien | | Management | | Yes | | For | | No |
2e -- Elect Director Diarmuid B. O'Connell | | Management | | Yes | | For | | No |
2f -- Elect Director Dean L. Seavers | | Management | | Yes | | For | | No |
2g -- Elect Director Gerald A. Steiner | | Management | | Yes | | For | | No |
2h -- Elect Director Holly A. Van Deursen | | Management | | Yes | | For | | No |
2i -- Elect Director Alejandro D. Wolff | | Management | | Yes | | For | | No |
3 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
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EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. | | | | | | | | |
Ticker: EXPD | | | | | | | | |
Primary Security ID: 302130109 | | | | | | | | |
Meeting Date: 04-May-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Robert R. Wright | | Management | | Yes | | For | | No |
1.2 -- Elect Director Glenn M. Alger | | Management | | Yes | | For | | No |
1.3 -- Elect Director Robert P. Carlile | | Management | | Yes | | For | | No |
1.4 -- Elect Director James M. DuBois | | Management | | Yes | | For | | No |
1.5 -- Elect Director Mark A. Emmert | | Management | | Yes | | For | | No |
1.6 -- Elect Director Diane H. Gulyas | | Management | | Yes | | For | | No |
1.7 -- Elect Director Jeffrey S. Musser | | Management | | Yes | | For | | No |
1.8 -- Elect Director Liane J. Pelletier | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
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PENTAIR PLC | | | | | | | | |
Ticker: PNR | | | | | | | | |
Primary Security ID: G7S00T104 | | | | | | | | |
Meeting Date: 04-May-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Mona Abutaleb Stephenson | | Management | | Yes | | For | | No |
1b -- Elect Director Glynis A. Bryan | | Management | | Yes | | For | | No |
1c -- Elect Director T. Michael Glenn | | Management | | Yes | | For | | No |
1d -- Elect Director Theodore L. Harris | | Management | | Yes | | For | | No |
1e -- Elect Director Gregory E. Knight | | Management | | Yes | | For | | No |
1f -- Elect Director David A. Jones | | Management | | Yes | | For | | No |
1g -- Elect Director Michael T. Speetzen | | Management | | Yes | | For | | No |
1h -- Elect Director John L. Stauch | | Management | | Yes | | For | | No |
1i -- Elect Director Billie I. Williamson | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | | Management | | Yes | | For | | No |
4 -- Amend Non-Qualified Employee Stock Purchase Plan | | Management | | Yes | | For | | No |
5 -- Renew the Board's Authority to Issue Shares Under Irish Law | | Management | | Yes | | For | | No |
6 -- Authorize Board to Opt-Out of Statutory Pre-Emption Rights | | Management | | Yes | | For | | No |
7 -- Determine Price Range for Reissuance of Treasury Shares | | Management | | Yes | | For | | No |
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WEST PHARMACEUTICAL SERVICES, INC. | | | | | | | | |
Ticker: WST | | | | | | | | |
Primary Security ID: 955306105 | | | | | | | | |
Meeting Date: 04-May-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Mark A. Buthman | | Management | | Yes | | For | | No |
1b -- Elect Director William F. Feehery | | Management | | Yes | | For | | No |
1c -- Elect Director Robert F. Friel | | Management | | Yes | | For | | No |
1d -- Elect Director Eric M. Green | | Management | | Yes | | For | | No |
1e -- Elect Director Thomas W. Hofmann | | Management | | Yes | | For | | No |
1f -- Elect Director Deborah L. V. Keller | | Management | | Yes | | For | | No |
1g -- Elect Director Myla P. Lai-Goldman | | Management | | Yes | | For | | No |
1h -- Elect Director Douglas A. Michels | | Management | | Yes | | For | | No |
1i -- Elect Director Paolo Pucci | | Management | | Yes | | For | | No |
1j -- Elect Director Patrick J. Zenner | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
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FEDERAL REALTY INVESTMENT TRUST | | | | | | | | |
Ticker: FRT | | | | | | | | |
Primary Security ID: 313747206 | | | | | | | | |
Meeting Date: 05-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director David W. Faeder | | Management | | Yes | | For | | No |
1.2 -- Elect Director Elizabeth I. Holland | | Management | | Yes | | For | | No |
1.3 -- Elect Director Nicole Y. Lamb-Hale | | Management | | Yes | | For | | No |
1.4 -- Elect Director Anthony P. Nader, III | | Management | | Yes | | For | | No |
1.5 -- Elect Director Mark S. Ordan | | Management | | Yes | | For | | No |
1.6 -- Elect Director Gail P. Steinel | | Management | | Yes | | For | | No |
1.7 -- Elect Director Donald C. Wood | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Grant Thornton LLP as Auditors | | Management | | Yes | | For | | No |
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GENERAL DYNAMICS CORPORATION | | | | | | | | |
Ticker: GD | | | | | | | | |
Primary Security ID: 369550108 | | | | | | | | |
Meeting Date: 05-May-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director James S. Crown | | Management | | Yes | | For | | No |
1b -- Elect Director Rudy F. deLeon | | Management | | Yes | | For | | No |
1c -- Elect Director Cecil D. Haney | | Management | | Yes | | For | | No |
1d -- Elect Director Mark M. Malcolm | | Management | | Yes | | For | | No |
1e -- Elect Director James N. Mattis | | Management | | Yes | | For | | No |
1f -- Elect Director Phebe N. Novakovic | | Management | | Yes | | For | | No |
1g -- Elect Director C. Howard Nye | | Management | | Yes | | For | | No |
1h -- Elect Director Catherine B. Reynolds | | Management | | Yes | | For | | No |
1i -- Elect Director Laura J. Schumacher | | Management | | Yes | | For | | No |
1j -- Elect Director Robert K. Steel | | Management | | Yes | | For | | No |
1k -- Elect Director John G. Stratton | | Management | | Yes | | For | | No |
1l -- Elect Director Peter A. Wall | | Management | | Yes | | For | | No |
2 -- Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
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S&P GLOBAL INC. | | | | | | | | |
Ticker: SPGI | | | | | | | | |
Primary Security ID: 78409V104 | | | | | | | | |
Meeting Date: 05-May-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Marco Alvera | | Management | | Yes | | For | | No |
1.2 -- Elect Director William J. Amelio | | Management | | Yes | | For | | No |
1.3 -- Elect Director William D. Green | | Management | | Yes | | For | | No |
1.4 -- Elect Director Stephanie C. Hill | | Management | | Yes | | For | | No |
1.5 -- Elect Director Rebecca J. Jacoby | | Management | | Yes | | For | | No |
1.6 -- Elect Director Monique F. Leroux | | Management | | Yes | | For | | No |
1.7 -- Elect Director Ian P. Livingston | | Management | | Yes | | For | | No |
1.8 -- Elect Director Maria R. Morris | | Management | | Yes | | For | | No |
1.9 -- Elect Director Douglas L. Peterson | | Management | | Yes | | For | | No |
1.10 -- Elect Director Edward B. Rust, Jr. | | Management | | Yes | | For | | No |
1.11 -- Elect Director Kurt L. Schmoke | | Management | | Yes | | For | | No |
1.12 -- Elect Director Richard E. Thornburgh | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
4 -- Approve Greenhouse Gas (GHG) Emissions Reduction Plan | | Management | | Yes | | For | | No |
5 -- Amend Certificate of Incorporation to Become a Public Benefit Corporation | | Share Holder | | Yes | | Against | | No |
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ARCHER-DANIELS-MIDLAND COMPANY | | | | | | | | |
Ticker: ADM | | | | | | | | |
Primary Security ID: 039483102 | | | | | | | | |
Meeting Date: 06-May-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Michael S. Burke | | Management | | Yes | | For | | No |
1b -- Elect Director Theodore Colbert | | Management | | Yes | | For | | No |
1c -- Elect Director Terrell K. Crews | | Management | | Yes | | For | | No |
1d -- Elect Director Pierre Dufour | | Management | | Yes | | For | | No |
1e -- Elect Director Donald E. Felsinger | | Management | | Yes | | For | | No |
1f -- Elect Director Suzan F. Harrison | | Management | | Yes | | For | | No |
1g -- Elect Director Juan R. Luciano | | Management | | Yes | | For | | No |
1h -- Elect Director Patrick J. Moore | | Management | | Yes | | For | | No |
1i -- Elect Director Francisco J. Sanchez | | Management | | Yes | | For | | No |
1j -- Elect Director Debra A. Sandler | | Management | | Yes | | For | | No |
1k -- Elect Director Lei Z. Schlitz | | Management | | Yes | | For | | No |
1l -- Elect Director Kelvin R. Westbrook | | Management | | Yes | | For | | No |
2 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Amend Proxy Access Right | | Share Holder | | Yes | | For | | Yes |
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ECOLAB INC. | | | | | | | | |
Ticker: ECL | | | | | | | | |
Primary Security ID: 278865100 | | | | | | | | |
Meeting Date: 06-May-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Douglas M. Baker, Jr. | | Management | | Yes | | For | | No |
1b -- Elect Director Shari L. Ballard | | Management | | Yes | | For | | No |
1c -- Elect Director Barbara J. Beck | | Management | | Yes | | For | | No |
1d -- Elect Director Christophe Beck | | Management | | Yes | | For | | No |
1e -- Elect Director Jeffrey M. Ettinger | | Management | | Yes | | For | | No |
1f -- Elect Director Arthur J. Higgins | | Management | | Yes | | For | | No |
1g -- Elect Director Michael Larson | | Management | | Yes | | For | | No |
1h -- Elect Director David W. MacLennan | | Management | | Yes | | For | | No |
1i -- Elect Director Tracy B. McKibben | | Management | | Yes | | For | | No |
1j -- Elect Director Lionel L. Nowell, III | | Management | | Yes | | For | | No |
1k -- Elect Director Victoria J. Reich | | Management | | Yes | | For | | No |
1l -- Elect Director Suzanne M. Vautrinot | | Management | | Yes | | For | | No |
1m -- Elect Director John J. Zillmer | | Management | | Yes | | For | | No |
2 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Amend Proxy Access Right | | Share Holder | | Yes | | For | | Yes |
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ABBVIE INC. | | | | | | | | |
Ticker: ABBV | | | | | | | | |
Primary Security ID: 00287Y109 | | | | | | | | |
Meeting Date: 07-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Roxanne S. Austin | | Management | | Yes | | For | | No |
1.2 -- Elect Director Richard A. Gonzalez | | Management | | Yes | | For | | No |
1.3 -- Elect Director Rebecca B. Roberts | | Management | | Yes | | For | | No |
1.4 -- Elect Director Glenn F. Tilton | | Management | | Yes | | For | | No |
2 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Amend Omnibus Stock Plan | | Management | | Yes | | For | | No |
5 -- Amend Nonqualified Employee Stock Purchase Plan | | Management | | Yes | | For | | No |
6 -- Eliminate Supermajority Vote Requirement | | Management | | Yes | | For | | No |
7 -- Report on Lobbying Payments and Policy | | Share Holder | | Yes | | For | | Yes |
8 -- Require Independent Board Chair | | Share Holder | | Yes | | Against | | No |
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COLGATE-PALMOLIVE COMPANY | | | | | | | | |
Ticker: CL | | | | | | | | |
Primary Security ID: 194162103 | | | | | | | | |
Meeting Date: 07-May-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director John P. Bilbrey | | Management | | Yes | | For | | No |
1b -- Elect Director John T. Cahill | | Management | | Yes | | For | | No |
1c -- Elect Director Lisa M. Edwards | | Management | | Yes | | For | | No |
1d -- Elect Director C. Martin Harris | | Management | | Yes | | For | | No |
1e -- Elect Director Martina Hund-Mejean | | Management | | Yes | | For | | No |
1f -- Elect Director Kimberly A. Nelson | | Management | | Yes | | For | | No |
1g -- Elect Director Lorrie M. Norrington | | Management | | Yes | | For | | No |
1h -- Elect Director Michael B. Polk | | Management | | Yes | | For | | No |
1i -- Elect Director Stephen I. Sadove | | Management | | Yes | | For | | No |
1j -- Elect Director Noel R. Wallace | | Management | | Yes | | For | | No |
2 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Require Independent Board Chair | | Share Holder | | Yes | | For | | Yes |
5 -- Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
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DOVER CORPORATION | | | | | | | | |
Ticker: DOV | | | | | | | | |
Primary Security ID: 260003108 | | | | | | | | |
Meeting Date: 07-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Deborah L. DeHaas | | Management | | Yes | | For | | No |
1b -- Elect Director H. John Gilbertson, Jr. | | Management | | Yes | | For | | No |
1c -- Elect Director Kristiane C. Graham | | Management | | Yes | | For | | No |
1d -- Elect Director Michael F. Johnston | | Management | | Yes | | For | | No |
1e -- Elect Director Eric A. Spiegel | | Management | | Yes | | For | | No |
1f -- Elect Director Richard J. Tobin | | Management | | Yes | | For | | No |
1g -- Elect Director Stephen M. Todd | | Management | | Yes | | For | | No |
1h -- Elect Director Stephen K. Wagner | | Management | | Yes | | For | | No |
1i -- Elect Director Keith E. Wandell | | Management | | Yes | | For | | No |
1j -- Elect Director Mary A. Winston | | Management | | Yes | | For | | No |
2 -- Approve Omnibus Stock Plan | | Management | | Yes | | For | | No |
3 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
4 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
5 -- Provide Right to Act by Written Consent | | Share Holder | | Yes | | For | | Yes |
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ILLINOIS TOOL WORKS INC. | | | | | | | | |
Ticker: ITW | | | | | | | | |
Primary Security ID: 452308109 | | | | | | | | |
Meeting Date: 07-May-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Daniel J. Brutto | | Management | | Yes | | For | | No |
1b -- Elect Director Susan Crown | | Management | | Yes | | For | | No |
1c -- Elect Director Darrell L. Ford | | Management | | Yes | | For | | No |
1d -- Elect Director James W. Griffith | | Management | | Yes | | For | | No |
1e -- Elect Director Jay L. Henderson | | Management | | Yes | | For | | No |
1f -- Elect Director Richard H. Lenny | | Management | | Yes | | For | | No |
1g -- Elect Director E. Scott Santi | | Management | | Yes | | For | | No |
1h -- Elect Director David B. Smith, Jr. | | Management | | Yes | | For | | No |
1i -- Elect Director Pamela B. Strobel | | Management | | Yes | | For | | No |
1j -- Elect Director Anre D. Williams | | Management | | Yes | | For | | No |
2 -- Ratify Deloitte & Touche LLP as Auditor | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Provide Right to Act by Written Consent | | Share Holder | | Yes | | For | | Yes |
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CINCINNATI FINANCIAL CORPORATION | | | | | | | | |
Ticker: CINF | | | | | | | | |
Primary Security ID: 172062101 | | | | | | | | |
Meeting Date: 08-May-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Thomas J. Aaron | | Management | | Yes | | For | | No |
1.2 -- Elect Director William F. Bahl | | Management | | Yes | | For | | No |
1.3 -- Elect Director Nancy C. Benacci | | Management | | Yes | | For | | No |
1.4 -- Elect Director Linda W. Clement-Holmes | | Management | | Yes | | For | | No |
1.5 -- Elect Director Dirk J. Debbink | | Management | | Yes | | For | | No |
1.6 -- Elect Director Steven J. Johnston | | Management | | Yes | | For | | No |
1.7 -- Elect Director Kenneth C. Lichtendahl | | Management | | Yes | | For | | No |
1.8 -- Elect Director Jill P. Meyer | | Management | | Yes | | For | | No |
1.9 -- Elect Director David P. Osborn | | Management | | Yes | | For | | No |
1.10 -- Elect Director Gretchen W. Schar | | Management | | Yes | | For | | No |
1.11 -- Elect Director Charles O. Schiff | | Management | | Yes | | For | | No |
1.12 -- Elect Director Douglas S. Skidmore | | Management | | Yes | | For | | No |
1.13 -- Elect Director John F. Steele, Jr. | | Management | | Yes | | For | | No |
1.14 -- Elect Director Larry R. Webb | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
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STANLEY BLACK & DECKER, INC. | | | | | | | | |
Ticker: SWK | | | | | | | | |
Primary Security ID: 854502101 | | | | | | | | |
Meeting Date: 10-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Andrea J. Ayers | | Management | | Yes | | For | | No |
1b -- Elect Director George W. Buckley | | Management | | Yes | | For | | No |
1c -- Elect Director Patrick D. Campbell | | Management | | Yes | | For | | No |
1d -- Elect Director Carlos M. Cardoso | | Management | | Yes | | For | | No |
1e -- Elect Director Robert B. Coutts | | Management | | Yes | | For | | No |
1f -- Elect Director Debra A. Crew | | Management | | Yes | | For | | No |
1g -- Elect Director Michael D. Hankin | | Management | | Yes | | For | | No |
1h -- Elect Director James M. Loree | | Management | | Yes | | For | | No |
1i -- Elect Director Jane M. Palmieri | | Management | | Yes | | For | | No |
1j -- Elect Director Mojdeh Poul | | Management | | Yes | | For | | No |
1k -- Elect Director Dmitri L. Stockton | | Management | | Yes | | For | | No |
1l -- Elect Director Irving Tan | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
4 -- Provide Right to Act by Written Consent | | Management | | Yes | | For | | No |
5 -- Eliminate Supermajority Vote Requirement Applicable Under the Connecticut Business Corporation Act | | Management | | Yes | | For | | No |
6 -- Eliminate Supermajority Vote Requirement to Approve Certain Business Combinations | | Management | | Yes | | For | | No |
7 -- Adopt Majority Voting for Uncontested Election of Directors | | Management | | Yes | | For | | No |
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| | | | | | | | |
3M COMPANY | | | | | | | | |
Ticker: MMM | | | | | | | | |
Primary Security ID: 88579Y101 | | | | | | | | |
Meeting Date: 11-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Thomas "Tony" K. Brown | | Management | | Yes | | For | | No |
1b -- Elect Director Pamela J. Craig | | Management | | Yes | | For | | No |
1c -- Elect Director David B. Dillon | | Management | | Yes | | For | | No |
1d -- Elect Director Michael L. Eskew | | Management | | Yes | | For | | No |
1e -- Elect Director James R. Fitterling | | Management | | Yes | | For | | No |
1f -- Elect Director Herbert L. Henkel | | Management | | Yes | | For | | No |
1g -- Elect Director Amy E. Hood | | Management | | Yes | | For | | No |
1h -- Elect Director Muhtar Kent | | Management | | Yes | | For | | No |
1i -- Elect Director Dambisa F. Moyo | | Management | | Yes | | For | | No |
1j -- Elect Director Gregory R. Page | | Management | | Yes | | For | | No |
1k -- Elect Director Michael F. Roman | | Management | | Yes | | For | | No |
1l -- Elect Director Patricia A. Woertz | | Management | | Yes | | For | | No |
2 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Amend Omnibus Stock Plan | | Management | | Yes | | For | | No |
5 -- Consider Pay Disparity Between Executives and Other Employees | | Share Holder | | Yes | | Against | | No |
6 -- Amend Certificate of Incorporation to Become a Public Benefit Corporation | | Share Holder | | Yes | | Against | | No |
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| | | | | | | | |
ESSEX PROPERTY TRUST, INC. | | | | | | | | |
Ticker: ESS | | | | | | | | |
Primary Security ID: 297178105 | | | | | | | | |
Meeting Date: 11-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Keith R. Guericke | | Management | | Yes | | For | | No |
1.2 -- Elect Director Maria R. Hawthorne | | Management | | Yes | | For | | No |
1.3 -- Elect Director Amal M. Johnson | | Management | | Yes | | For | | No |
1.4 -- Elect Director Mary Kasaris | | Management | | Yes | | For | | No |
1.5 -- Elect Director Irving F. Lyons, III | | Management | | Yes | | For | | No |
1.6 -- Elect Director George M. Marcus | | Management | | Yes | | For | | No |
1.7 -- Elect Director Thomas E. Robinson | | Management | | Yes | | For | | No |
1.8 -- Elect Director Michael J. Schall | | Management | | Yes | | For | | No |
1.9 -- Elect Director Byron A. Scordelis | | Management | | Yes | | For | | No |
2 -- Ratify KPMG LLP as Auditor | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
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| | | | | | | | |
T. ROWE PRICE GROUP, INC. | | | | | | | | |
Ticker: TROW | | | | | | | | |
Primary Security ID: 74144T108 | | | | | | | | |
Meeting Date: 11-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Mark S. Bartlett | | Management | | Yes | | For | | No |
1b -- Elect Director Mary K. Bush | | Management | | Yes | | For | | No |
1c -- Elect Director Dina Dublon | | Management | | Yes | | For | | No |
1d -- Elect Director Freeman A. Hrabowski, III | | Management | | Yes | | For | | No |
1e -- Elect Director Robert F. MacLellan | | Management | | Yes | | For | | No |
1f -- Elect Director Olympia J. Snowe | | Management | | Yes | | For | | No |
1g -- Elect Director Robert J. Stevens | | Management | | Yes | | For | | No |
1h -- Elect Director William J. Stromberg | | Management | | Yes | | For | | No |
1i -- Elect Director Richard R. Verma | | Management | | Yes | | For | | No |
1j -- Elect Director Sandra S. Wijnberg | | Management | | Yes | | For | | No |
1k -- Elect Director Alan D. Wilson | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
4 -- Report on and Assess Proxy Voting Policies in Relation to Climate Change Position | | Share Holder | | Yes | | Against | | No |
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| | | | | | | | |
NUCOR CORPORATION | | | | | | | | |
Ticker: NUE | | | | | | | | |
Primary Security ID: 670346105 | | | | | | | | |
Meeting Date: 13-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Patrick J. Dempsey | | Management | | Yes | | For | | No |
1.2 -- Elect Director Christopher J. Kearney | | Management | | Yes | | For | | No |
1.3 -- Elect Director Laurette T. Koellner | | Management | | Yes | | For | | No |
1.4 -- Elect Director Joseph D. Rupp | | Management | | Yes | | For | | No |
1.5 -- Elect Director Leon J. Topalian | | Management | | Yes | | For | | No |
1.6 -- Elect Director John H. Walker | | Management | | Yes | | For | | No |
1.7 -- Elect Director Nadja Y. West | | Management | | Yes | | For | | No |
2 -- Ratify PricewaterhouseCoopers LLP as Auditor | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | Against | | Yes |
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CONSOLIDATED EDISON, INC. | | | | | | | | |
Ticker: ED | | | | | | | | |
Primary Security ID: 209115104 | | | | | | | | |
Meeting Date: 17-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Timothy P. Cawley | | Management | | Yes | | For | | No |
1.2 -- Elect Director Ellen V. Futter | | Management | | Yes | | For | | No |
1.3 -- Elect Director John F. Killian | | Management | | Yes | | For | | No |
1.4 -- Elect Director Karol V. Mason | | Management | | Yes | | For | | No |
1.5 -- Elect Director John McAvoy | | Management | | Yes | | For | | No |
1.6 -- Elect Director Dwight A. McBride | | Management | | Yes | | For | | No |
1.7 -- Elect Director William J. Mulrow | | Management | | Yes | | For | | No |
1.8 -- Elect Director Armando J. Olivera | | Management | | Yes | | For | | No |
1.9 -- Elect Director Michael W. Ranger | | Management | | Yes | | For | | No |
1.10 -- Elect Director Linda S. Sanford | | Management | | Yes | | For | | No |
1.11 -- Elect Director Deirdre Stanley | | Management | | Yes | | For | | No |
1.12 -- Elect Director L. Frederick Sutherland | | Management | | Yes | | For | | No |
2 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
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REALTY INCOME CORPORATION | | | | | | | | |
Ticker: O | | | | | | | | |
Primary Security ID: 756109104 | | | | | | | | |
Meeting Date: 18-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Kathleen R. Allen | | Management | | Yes | | For | | No |
1b -- Elect Director A. Larry Chapman | | Management | | Yes | | For | | No |
1c -- Elect Director Reginald H. Gilyard | | Management | | Yes | | For | | No |
1d -- Elect Director Priya Cherian Huskins | | Management | | Yes | | For | | No |
1e -- Elect Director Gerardo I. Lopez | | Management | | Yes | | For | | No |
1f -- Elect Director Michael D. McKee | | Management | | Yes | | For | | No |
1g -- Elect Director Gregory T. McLaughlin | | Management | | Yes | | For | | No |
1h -- Elect Director Ronald L. Merriman | | Management | | Yes | | For | | No |
1i -- Elect Director Sumit Roy | | Management | | Yes | | For | | No |
2 -- Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Approve Omnibus Stock Plan | | Management | | Yes | | For | | No |
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CHUBB LIMITED | | | | | | | | |
Ticker: CB | | | | | | | | |
Primary Security ID: H1467J104 | | | | | | | | |
Meeting Date: 20-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1 -- Accept Financial Statements and Statutory Reports | | Management | | Yes | | For | | No |
2.1 -- Allocate Disposable Profit | | Management | | Yes | | For | | No |
2.2 -- Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | | Management | | Yes | | For | | No |
3 -- Approve Discharge of Board of Directors | | Management | | Yes | | For | | No |
4.1 -- Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | | Management | | Yes | | For | | No |
4.2 -- Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | | Management | | Yes | | For | | No |
4.3 -- Ratify BDO AG (Zurich) as Special Audit Firm | | Management | | Yes | | For | | No |
5.1 -- Elect Director Evan G. Greenberg | | Management | | Yes | | For | | No |
5.2 -- Elect Director Michael P. Connors | | Management | | Yes | | For | | No |
5.3 -- Elect Director Michael G. Atieh | | Management | | Yes | | For | | No |
5.4 -- Elect Director Sheila P. Burke | | Management | | Yes | | For | | No |
5.5 -- Elect Director Mary Cirillo | | Management | | Yes | | For | | No |
5.6 -- Elect Director Robert J. Hugin | | Management | | Yes | | For | | No |
5.7 -- Elect Director Robert W. Scully | | Management | | Yes | | For | | No |
5.8 -- Elect Director Eugene B. Shanks, Jr. | | Management | | Yes | | For | | No |
5.9 -- Elect Director Theodore E. Shasta | | Management | | Yes | | For | | No |
5.10 -- Elect Director David H. Sidwell | | Management | | Yes | | For | | No |
5.11 -- Elect Director Olivier Steimer | | Management | | Yes | | For | | No |
5.12 -- Elect Director Luis Tellez | | Management | | Yes | | For | | No |
5.13 -- Elect Director Frances F. Townsend | | Management | | Yes | | For | | No |
6 -- Elect Evan G. Greenberg as Board Chairman | | Management | | Yes | | Against | | Yes |
7.1 -- Elect Michael P. Connors as Member of the Compensation Committee | | Management | | Yes | | For | | No |
7.2 -- Elect Mary Cirillo as Member of the Compensation Committee | | Management | | Yes | | For | | No |
7.3 -- Elect Frances F. Townsend as Member of the Compensation Committee | | Management | | Yes | | For | | No |
8 -- Designate Homburger AG as Independent Proxy | | Management | | Yes | | For | | No |
9 -- Amend Omnibus Stock Plan | | Management | | Yes | | For | | No |
10 -- Approve CHF 86,557,222.50 Reduction in Share Capital via Cancellation in Nominal Value of CHF 24.15 each | | Management | | Yes | | For | | No |
11.1 -- Approve the Maximum Aggregate Remuneration of Directors | | Management | | Yes | | For | | No |
11.2 -- Approve Remuneration of Executive Management in the Amount of USD 48 Million for Fiscal 2022 | | Management | | Yes | | For | | No |
12 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
13 -- Transact Other Business (Voting) | | Management | | Yes | | Against | | Yes |
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| | | | | | | | |
MCDONALD'S CORPORATION | | | | | | | | |
Ticker: MCD | | | | | | | | |
Primary Security ID: 580135101 | | | | | | | | |
Meeting Date: 20-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Lloyd Dean | | Management | | Yes | | For | | No |
1b -- Elect Director Robert Eckert | | Management | | Yes | | For | | No |
1c -- Elect Director Catherine Engelbert | | Management | | Yes | | For | | No |
1d -- Elect Director Margaret Georgiadis | | Management | | Yes | | For | | No |
1e -- Elect Director Enrique Hernandez, Jr. | | Management | | Yes | | For | | No |
1f -- Elect Director Christopher Kempczinski | | Management | | Yes | | For | | No |
1g -- Elect Director Richard Lenny | | Management | | Yes | | For | | No |
1h -- Elect Director John Mulligan | | Management | | Yes | | For | | No |
1i -- Elect Director Sheila Penrose | | Management | | Yes | | For | | No |
1j -- Elect Director John Rogers, Jr. | | Management | | Yes | | For | | No |
1k -- Elect Director Paul Walsh | | Management | | Yes | | For | | No |
1l -- Elect Director Miles White | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
4 -- Report on Sugar and Public Health | | Share Holder | | Yes | | Against | | No |
5 -- Report on Antibiotics and Public Health Costs | | Share Holder | | Yes | | Against | | No |
6 -- Provide Right to Act by Written Consent | | Share Holder | | Yes | | For | | Yes |
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NEXTERA ENERGY, INC. | | | | | | | | |
Ticker: NEE | | | | | | | | |
Primary Security ID: 65339F101 | | | | | | | | |
Meeting Date: 20-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Sherry S. Barrat | | Management | | Yes | | For | | No |
1b -- Elect Director James L. Camaren | | Management | | Yes | | For | | No |
1c -- Elect Director Kenneth B. Dunn | | Management | | Yes | | For | | No |
1d -- Elect Director Naren K. Gursahaney | | Management | | Yes | | For | | No |
1e -- Elect Director Kirk S. Hachigian | | Management | | Yes | | For | | No |
1f -- Elect Director Amy B. Lane | | Management | | Yes | | For | | No |
1g -- Elect Director David L. Porges | | Management | | Yes | | For | | No |
1h -- Elect Director James L. Robo | | Management | | Yes | | For | | No |
1i -- Elect Director Rudy E. Schupp | | Management | | Yes | | For | | No |
1j -- Elect Director John L. Skolds | | Management | | Yes | | For | | No |
1k -- Elect Director Lynn M. Utter | | Management | | Yes | | For | | No |
1l -- Elect Director Darryl L. Wilson | | Management | | Yes | | For | | No |
2 -- Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Approve Omnibus Stock Plan | | Management | | Yes | | For | | No |
5 -- Provide Right to Act by Written Consent | | Share Holder | | Yes | | For | | Yes |
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LEGGETT & PLATT, INCORPORATED | | | | | | | | |
Ticker: LEG | | | | | | | | |
Primary Security ID: 524660107 | | | | | | | | |
Meeting Date: 25-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Mark A. Blinn | | Management | | Yes | | For | | No |
1b -- Elect Director Robert E. Brunner | | Management | | Yes | | For | | No |
1c -- Elect Director Mary Campbell | | Management | | Yes | | For | | No |
1d -- Elect Director J. Mitchell Dolloff | | Management | | Yes | | For | | No |
1e -- Elect Director Manuel A. Fernandez | | Management | | Yes | | For | | No |
1f -- Elect Director Karl G. Glassman | | Management | | Yes | | For | | No |
1g -- Elect Director Joseph W. McClanathan | | Management | | Yes | | For | | No |
1h -- Elect Director Judy C. Odom | | Management | | Yes | | For | | No |
1i -- Elect Director Srikanth Padmanabhan | | Management | | Yes | | For | | No |
1j -- Elect Director Jai Shah | | Management | | Yes | | For | | No |
1k -- Elect Director Phoebe A. Wood | | Management | | Yes | | For | | No |
2 -- Ratify PricewaterhouseCoopers LLP as Auditor | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
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PEOPLE'S UNITED FINANCIAL, INC. | | | | | | | | |
Ticker: PBCT | | | | | | | | |
Primary Security ID: 712704105 | | | | | | | | |
Meeting Date: 25-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1 -- Approve Merger Agreement | | Management | | Yes | | For | | No |
2 -- Advisory Vote on Golden Parachutes | | Management | | Yes | | Against | | Yes |
3 -- Adjourn Meeting | | Management | | Yes | | For | | No |
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CHEVRON CORPORATION | | | | | | | | |
Ticker: CVX | | | | | | | | |
Primary Security ID: 166764100 | | | | | | | | |
Meeting Date: 26-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Wanda M. Austin | | Management | | Yes | | For | | No |
1b -- Elect Director John B. Frank | | Management | | Yes | | For | | No |
1c -- Elect Director Alice P. Gast | | Management | | Yes | | For | | No |
1d -- Elect Director Enrique Hernandez, Jr. | | Management | | Yes | | For | | No |
1e -- Elect Director Marillyn A. Hewson | | Management | | Yes | | For | | No |
1f -- Elect Director Jon M. Huntsman, Jr. | | Management | | Yes | | For | | No |
1g -- Elect Director Charles W. Moorman, IV | | Management | | Yes | | For | | No |
1h -- Elect Director Dambisa F. Moyo | | Management | | Yes | | For | | No |
1i -- Elect Director Debra Reed-Klages | | Management | | Yes | | For | | No |
1j -- Elect Director Ronald D. Sugar | | Management | | Yes | | For | | No |
1k -- Elect Director D. James Umpleby, III | | Management | | Yes | | For | | No |
1l -- Elect Director Michael K. Wirth | | Management | | Yes | | For | | No |
2 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Reduce Scope 3 Emissions | | Share Holder | | Yes | | For | | Yes |
5 -- Report on Impacts of Net Zero 2050 Scenario | | Share Holder | | Yes | | For | | Yes |
6 -- Amend Certificate of Incorporation to Become a Public Benefit Corporation | | Share Holder | | Yes | | Against | | No |
7 -- Report on Lobbying Payments and Policy | | Share Holder | | Yes | | For | | Yes |
8 -- Require Independent Board Chair | | Share Holder | | Yes | | Against | | No |
9 -- Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
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EXXON MOBIL CORPORATION | | | | | | | | |
Ticker: XOM | | | | | | | | |
Primary Security ID: 30231G102 | | | | | | | | |
Meeting Date: 26-May-21 | | | | | | | | |
| | | | | | | | |
Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Michael J. Angelakis | | Management | | Yes | | Do Not Vote | | No |
1.2 -- Elect Director Susan K. Avery | | Management | | Yes | | Do Not Vote | | No |
1.3 -- Elect Director Angela F. Braly | | Management | | Yes | | Do Not Vote | | No |
1.4 -- Elect Director Ursula M. Burns | | Management | | Yes | | Do Not Vote | | No |
1.5 -- Elect Director Kenneth C. Frazier | | Management | | Yes | | Do Not Vote | | No |
1.6 -- Elect Director Joseph L. Hooley | | Management | | Yes | | Do Not Vote | | No |
1.7 -- Elect Director Steven A. Kandarian | | Management | | Yes | | Do Not Vote | | No |
1.8 -- Elect Director Douglas R. Oberhelman | | Management | | Yes | | Do Not Vote | | No |
1.9 -- Elect Director Samuel J. Palmisano | | Management | | Yes | | Do Not Vote | | No |
1.10 -- Elect Director Jeffrey W. Ubben | | Management | | Yes | | Do Not Vote | | No |
1.11 -- Elect Director Darren W. Woods | | Management | | Yes | | Do Not Vote | | No |
1.12 -- Elect Director Wan Zulkiflee | | Management | | Yes | | Do Not Vote | | No |
2 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | Do Not Vote | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | Do Not Vote | | No |
4 -- Require Independent Board Chair | | Share Holder | | Yes | | Do Not Vote | | No |
5 -- Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | Do Not Vote | | No |
6 -- Issue Audited Report on Financial Impacts of IEA's Net Zero 2050 Scenario | | Share Holder | | Yes | | Do Not Vote | | No |
7 -- Report on Costs and Benefits of Environmental-Related Expenditures | | Share Holder | | Yes | | Do Not Vote | | No |
8 -- Report on Political Contributions | | Share Holder | | Yes | | Do Not Vote | | No |
9 -- Report on Lobbying Payments and Policy | | Share Holder | | Yes | | Do Not Vote | | No |
10 -- Report on Corporate Climate Lobbying Aligned with Paris Agreement | | Share Holder | | Yes | | Do Not Vote | | No |
1.1 -- Elect Director Gregory J. Goff | | Share Holder | | Yes | | For | | No |
1.2 -- Elect Director Kaisa Hietala | | Share Holder | | Yes | | For | | No |
1.3 -- Elect Director Alexander A. Karsner | | Share Holder | | Yes | | For | | No |
1.4 -- Elect Director Anders Runevad | | Share Holder | | Yes | | Withhold | | Yes |
1.5 -- Management Nominee Michael J. Angelakis | | Share Holder | | Yes | | For | | No |
1.6 -- Management Nominee Susan K. Avery | | Share Holder | | Yes | | For | | No |
1.7 -- Management Nominee Angela F. Braly | | Share Holder | | Yes | | For | | No |
1.8 -- Management Nominee Ursula M. Burns | | Share Holder | | Yes | | For | | No |
1.9 -- Management Nominee Kenneth C. Frazier | | Share Holder | | Yes | | For | | No |
1.10 -- Management Nominee Joseph L. Hooley | | Share Holder | | Yes | | For | | No |
1.11 -- Management Nominee Jeffrey W. Ubben | | Share Holder | | Yes | | For | | No |
1.12 -- Management Nominee Darren W. Woods | | Share Holder | | Yes | | For | | No |
2 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | Yes |
4 -- Require Independent Board Chair | | Share Holder | | Yes | | Against | | No |
5 -- Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | No |
6 -- Issue Audited Report on Financial Impacts of IEA's Net Zero 2050 Scenario | | Share Holder | | Yes | | For | | No |
7 -- Report on Costs and Benefits of Environmental-Related Expenditures | | Share Holder | | Yes | | Against | | No |
8 -- Report on Political Contributions | | Share Holder | | Yes | | For | | No |
9 -- Report on Lobbying Payments and Policy | | Share Holder | | Yes | | For | | No |
10 -- Report on Corporate Climate Lobbying Aligned with Paris Agreement | | Share Holder | | Yes | | For | | No |
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LOWE'S COMPANIES, INC. | | | | | | | | |
Ticker: LOW | | | | | | | | |
Primary Security ID: 548661107 | | | | | | | | |
Meeting Date: 28-May-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Raul Alvarez | | Management | | Yes | | For | | No |
1.2 -- Elect Director David H. Batchelder | | Management | | Yes | | For | | No |
1.3 -- Elect Director Angela F. Braly | | Management | | Yes | | For | | No |
1.4 -- Elect Director Sandra B. Cochran | | Management | | Yes | | For | | No |
1.5 -- Elect Director Laurie Z. Douglas | | Management | | Yes | | For | | No |
1.6 -- Elect Director Richard W. Dreiling | | Management | | Yes | | For | | No |
1.7 -- Elect Director Marvin R. Ellison | | Management | | Yes | | For | | No |
1.8 -- Elect Director Daniel J. Heinrich | | Management | | Yes | | For | | No |
1.9 -- Elect Director Brian C. Rogers | | Management | | Yes | | For | | No |
1.10 -- Elect Director Bertram L. Scott | | Management | | Yes | | For | | No |
1.11 -- Elect Director Mary Beth West | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Deloitte & Touche LLP as Auditor | | Management | | Yes | | For | | No |
4 -- Amend Proxy Access Right | | Share Holder | | Yes | | For | | Yes |
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WALMART INC. | | | | | | | | |
Ticker: WMT | | | | | | | | |
Primary Security ID: 931142103 | | | | | | | | |
Meeting Date: 02-Jun-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Cesar Conde | | Management | | Yes | | For | | No |
1b -- Elect Director Timothy P. Flynn | | Management | | Yes | | For | | No |
1c -- Elect Director Sarah J. Friar | | Management | | Yes | | For | | No |
1d -- Elect Director Carla A. Harris | | Management | | Yes | | For | | No |
1e -- Elect Director Thomas W. Horton | | Management | | Yes | | For | | No |
1f -- Elect Director Marissa A. Mayer | | Management | | Yes | | For | | No |
1g -- Elect Director C. Douglas McMillon | | Management | | Yes | | For | | No |
1h -- Elect Director Gregory B. Penner | | Management | | Yes | | For | | No |
1i -- Elect Director Steven S Reinemund | | Management | | Yes | | For | | No |
1j -- Elect Director Randall L. Stephenson | | Management | | Yes | | For | | No |
1k -- Elect Director S. Robson Walton | | Management | | Yes | | For | | No |
1l -- Elect Director Steuart L. Walton | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
4 -- Report on Refrigerants Released from Operations | | Share Holder | | Yes | | Against | | No |
5 -- Report on Lobbying Payments and Policy | | Share Holder | | Yes | | For | | Yes |
6 -- Report on Alignment of Racial Justice Goals and Starting Wages | | Share Holder | | Yes | | For | | Yes |
7 -- Approve Creation of a Pandemic Workforce Advisory Council | | Share Holder | | Yes | | For | | Yes |
8 -- Review of Statement on the Purpose of a Corporation | | Share Holder | | Yes | | Against | | No |
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CATERPILLAR INC. | | | | | | | | |
Ticker: CAT | | | | | | | | |
Primary Security ID: 149123101 | | | | | | | | |
Meeting Date: 09-Jun-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Kelly A. Ayotte | | Management | | Yes | | For | | No |
1.2 -- Elect Director David L. Calhoun | | Management | | Yes | | For | | No |
1.3 -- Elect Director Daniel M. Dickinson | | Management | | Yes | | For | | No |
1.4 -- Elect Director Gerald Johnson | | Management | | Yes | | For | | No |
1.5 -- Elect Director David W. MacLennan | | Management | | Yes | | For | | No |
1.6 -- Elect Director Debra L. Reed-Klages | | Management | | Yes | | For | | No |
1.7 -- Elect Director Edward B. Rust, Jr. | | Management | | Yes | | For | | No |
1.8 -- Elect Director Susan C. Schwab | | Management | | Yes | | For | | No |
1.9 -- Elect Director D. James Umpleby, III | | Management | | Yes | | For | | No |
1.10 -- Elect Director Miles D. White | | Management | | Yes | | For | | No |
1.11 -- Elect Director Rayford Wilkins, Jr. | | Management | | Yes | | For | | No |
2 -- Ratify PricewaterhouseCoopers as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Report on Climate Policy | | Share Holder | | Yes | | For | | Yes |
5 -- Report on Diversity and Inclusion Efforts | | Share Holder | | Yes | | Against | | No |
6 -- Amend Certificate of Incorporate to become Public Benefit Corporation | | Share Holder | | Yes | | Against | | No |
7 -- Provide Right to Act by Written Consent | | Share Holder | | Yes | | For | | Yes |
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TARGET CORPORATION | | | | | | | | |
Ticker: TGT | | | | | | | | |
Primary Security ID: 87612E106 | | | | | | | | |
Meeting Date: 09-Jun-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1a -- Elect Director Douglas M. Baker, Jr. | | Management | | Yes | | For | | No |
1b -- Elect Director George S. Barrett | | Management | | Yes | | For | | No |
1c -- Elect Director Brian C. Cornell | | Management | | Yes | | For | | No |
1d -- Elect Director Robert L. Edwards | | Management | | Yes | | For | | No |
1e -- Elect Director Melanie L. Healey | | Management | | Yes | | For | | No |
1f -- Elect Director Donald R. Knauss | | Management | | Yes | | For | | No |
1g -- Elect Director Christine A. Leahy | | Management | | Yes | | For | | No |
1h -- Elect Director Monica C. Lozano | | Management | | Yes | | For | | No |
1i -- Elect Director Mary E. Minnick | | Management | | Yes | | For | | No |
1j -- Elect Director Derica W. Rice | | Management | | Yes | | For | | No |
1k -- Elect Director Kenneth L. Salazar | | Management | | Yes | | For | | No |
1l -- Elect Director Dmitri L. Stockton | | Management | | Yes | | For | | No |
2 -- Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
3 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
4 -- Amend Proxy Access Right | | Share Holder | | Yes | | For | | Yes |
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ROPER TECHNOLOGIES, INC. | | | | | | | | |
Ticker: ROP | | | | | | | | |
Primary Security ID: 776696106 | | | | | | | | |
Meeting Date: 14-Jun-21 | | | | | | | | |
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Proposal Number/Text | | Proponent | | Voted | | Vote Instruction | | Vote Against Management |
1.1 -- Elect Director Shellye L. Archambeau | | Management | | Yes | | For | | No |
1.2 -- Elect Director Amy Woods Brinkley | | Management | | Yes | | For | | No |
1.3 -- Elect Director John F. Fort, III | | Management | | Yes | | For | | No |
1.4 -- Elect Director L. Neil Hunn | | Management | | Yes | | For | | No |
1.5 -- Elect Director Robert D. Johnson | | Management | | Yes | | For | | No |
1.6 -- Elect Director Laura G. Thatcher | | Management | | Yes | | For | | No |
1.7 -- Elect Director Richard F. Wallman | | Management | | Yes | | For | | No |
1.8 -- Elect Director Christopher Wright | | Management | | Yes | | For | | No |
2 -- Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
3 -- Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
4 -- Approve Omnibus Stock Plan | | Management | | Yes | | For | | No |
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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.
* Print the name and title of each signing officer under his or her signature.