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.
NATIONAL GRID PLC | | | | | | | | |
Ticker: NG | | | | | | | | |
Primary CUSIP: G6S9A7120 | | | | | | | | |
Meeting Date: 26-Jul-21 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Accept Financial Statements and Statutory Reports | | For | | Yes | | No |
Management | | Approve Final Dividend | | For | | Yes | | No |
Management | | Elect Paula Reynolds as Director | | For | | Yes | | No |
Management | | Re-elect John Pettigrew as Director | | For | | Yes | | No |
Management | | Re-elect Andy Agg as Director | | For | | Yes | | No |
Management | | Re-elect Mark Williamson as Director | | For | | Yes | | No |
Management | | Re-elect Jonathan Dawson as Director | | For | | Yes | | No |
Management | | Re-elect Therese Esperdy as Director | | For | | Yes | | No |
Management | | Re-elect Liz Hewitt as Director | | For | | Yes | | No |
Management | | Re-elect Amanda Mesler as Director | | For | | Yes | | No |
Management | | Re-elect Earl Shipp as Director | | For | | Yes | | No |
Management | | Re-elect Jonathan Silver as Director | | For | | Yes | | No |
Management | | Reappoint Deloitte LLP as Auditors | | For | | Yes | | No |
Management | | Authorise the Audit Committee to Fix Remuneration of Auditors | | For | | Yes | | No |
Management | | Approve Remuneration Report | | For | | Yes | | No |
Management | | Authorise UK Political Donations and Expenditure | | For | | Yes | | No |
Management | | Authorise Issue of Equity | | For | | Yes | | No |
Management | | Approve Long Term Performance Plan | | For | | Yes | | No |
Management | | Approve US Employee Stock Purchase Plan | | For | | Yes | | No |
Management | | Approve Climate Change Commitments and Targets | | For | | Yes | | No |
Management | | Authorise Issue of Equity without Pre-emptive Rights | | For | | Yes | | No |
Management | | Authorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment | | For | | Yes | | No |
Management | | Authorise Market Purchase of Ordinary Shares | | For | | Yes | | No |
Management | | Authorise the Company to Call General Meeting with Two Weeks' Notice | �� | For | | Yes | | No |
Management | | Adopt New Articles of Association | | For | | Yes | | No |
| | | | | | | | |
NEW JERSEY RESOURCES CORPORATION | | | | | | | | |
Ticker: NJR | | | | | | | | |
Primary CUSIP: 646025106 | | | | | | | | |
Meeting Date: 26-Jan-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Gregory E. Aliff | | For | | Yes | | No |
Management | | Elect Director Robert B. Evans | | For | | Yes | | No |
Management | | Elect Director Thomas C. O'Connor | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
ATMOS ENERGY CORPORATION | | | | | | | | |
Ticker: ATO | | | | | | | | |
Primary CUSIP: 049560105 | | | | | | | | |
Meeting Date: 09-Feb-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director J. Kevin Akers | | For | | Yes | | No |
Management | | Elect Director Kim R. Cocklin | | For | | Yes | | No |
Management | | Elect Director Kelly H. Compton | | For | | Yes | | No |
Management | | Elect Director Sean Donohue | | For | | Yes | | No |
Management | | Elect Director Rafael G. Garza | | For | | Yes | | No |
Management | | Elect Director Richard K. Gordon | | For | | Yes | | No |
Management | | Elect Director Nancy K. Quinn | | For | | Yes | | No |
Management | | Elect Director Richard A. Sampson | | For | | Yes | | No |
Management | | Elect Director Diana J. Walters | | For | | Yes | | No |
Management | | Elect Director Frank Yoho | | For | | Yes | | No |
Management | | Ratify Ernst & Young LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Advisory Vote on Say on Pay Frequency | | One Year | | Yes | | No |
| | | | | | | | |
EDP RENOVAVEIS SA | | | | | | | | |
Ticker: EDPR | | | | | | | | |
Primary CUSIP: E3847K101 | | | | | | | | |
Meeting Date: 31-Mar-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Approve Consolidated and Standalone Financial Statements | | For | | Yes | | No |
Management | | Approve Treatment of Net Loss | | For | | Yes | | No |
Management | | Approve Dividends Charged Against Reserves | | For | | Yes | | No |
Management | | Approve Consolidated and Standalone Management Reports, Corporate Governance Report and Management Report | | For | | Yes | | No |
Management | | Approve Non-Financial Information Statement | | For | | Yes | | No |
Management | | Appraise Management of Company and Approve Vote of Confidence to Board of Directors | | For | | Yes | | No |
Management | | Approve General Meeting Regulations | | For | | Yes | | No |
Management | | Approve Remuneration Policy | | For | | Yes | | No |
Management | | Amend Article 1 Re: Company Name | | For | | Yes | | No |
Management | | Amend Articles Re: Convening of Meetings, Ordinary and Extraordinary Meetings, Right to Information, Right to Attendance, Representation and Vote | | For | | Yes | | No |
Management | | Amend Articles Re: Chairman and Secretary of the Board, Limitations to be a Director, Vacancies and Directors' Remuneration | | For | | Yes | | No |
Management | | Amend Articles Re: Executive Committee, Audit, Control and Related-Party Committee, and Appointments and Remuneration Committee | | For | | Yes | | No |
Management | | Amend Article 31 Re: Annual Corporate Governance Report | | For | | Yes | | No |
Management | | Authorize Increase in Capital up to 50 Percent via Issuance of Equity or Equity-Linked Securities, Excluding Preemptive Rights of up to 20 Percent | | Against | | Yes | | Yes |
Management | | Maintain Vacant Board Seat | | For | | Yes | | No |
Management | | Authorize Board to Ratify and Execute Approved Resolutions | | For | | Yes | | No |
| | | | | | | | |
MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS | | | | | | | | |
Ticker: MTXXX | | | | | | | | |
Primary CUSIP: 61747C640 | | | | | | | | |
Meeting Date: 31-Mar-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Nancy C. Everett | | For | | Yes | | No |
Management | | Elect Director Jakki L. Haussler | | For | | Yes | | No |
Management | | Elect Director Patricia A. Maleski | | For | | Yes | | No |
Management | | Elect Director Frances L. Cashman | | For | | Yes | | No |
Management | | Elect Director Eddie A. Grier | | For | | Yes | | No |
| | | | | | | | |
ORSTED A/S | | | | | | | | |
Ticker: ORSTED | | | | | | | | |
Primary CUSIP: K7653Q105 | | | | | | | | |
Meeting Date: 08-Apr-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Receive Report of Board | | | | Yes | | No |
Management | | Accept Financial Statements and Statutory Reports | | For | | Yes | | No |
Management | | Approve Remuneration Report (Advisory Vote) | | For | | Yes | | No |
Management | | Approve Discharge of Management and Board | | For | | Yes | | No |
Management | | Approve Allocation of Income and Dividends of DKK 12.50 Per Share | | For | | Yes | | No |
Management | | Authorize Share Repurchase Program (No Proposal Submitted) | | | | Yes | | No |
Management | | Approve Guidelines for Incentive-Based Compensation for Executive Management and Board | | For | | Yes | | No |
Management | | Employees of all the Company Foreign Subsidiaries are Eligible to be Electedand Entitled to Vote at Elections of Group Representatives to the Board of Directors | | For | | Yes | | No |
Management | | Approve on Humanitarian Donation to the Ukrainian People | | For | | Yes | | No |
Management | | Approve Creation of DKK 840.1 Million Pool of Capital without Preemptive Rights | | For | | Yes | | No |
Management | | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | | For | | Yes | | No |
Management | | Other Proposals from Shareholders (None Submitted) | | | | Yes | | No |
Management | | Reelect Thomas Thune Andersen (Chair) as Director | | For | | Yes | | No |
Management | | Reelect Lene Skole (Vice Chair) as Director | | For | | Yes | | No |
Management | | Reelect Lynda Armstrong as Director | | For | | Yes | | No |
Management | | Reelect Jorgen Kildah as Director | | For | | Yes | | No |
Management | | Reelect Peter Korsholm as Director | | For | | Yes | | No |
Management | | Reelect Dieter Wemmer as Director | | For | | Yes | | No |
Management | | Reelect Julia King as Director | | For | | Yes | | No |
Management | | Reelect Henrik Poulsen as Director | | For | | Yes | | No |
Management | | Approve Remuneration of Directors in the Amount of DKK 1.2 Million for Chairman, DKK 800,000 for Deputy Chairman and DKK 400,000 for Other Directors; Approve Remuneration for Committee Work | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers as Auditor | | For | | Yes | | No |
Management | | Other Business | | | | Yes | | No |
| | | | | | | | |
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED | | | | | | | | |
Ticker: PEG | | | | | | | | |
Primary CUSIP: 744573106 | | | | | | | | |
Meeting Date: 19-Apr-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Ralph Izzo | | For | | Yes | | No |
Management | | Elect Director Susan Tomasky | | For | | Yes | | No |
Management | | Elect Director Willie A. Deese | | For | | Yes | | No |
Management | | Elect Director Jamie M. Gentoso | | For | | Yes | | No |
Management | | Elect Director David Lilley | | For | | Yes | | No |
Management | | Elect Director Barry H. Ostrowsky | | For | | Yes | | No |
Management | | Elect Director Valerie A. Smith | | For | | Yes | | No |
Management | | Elect Director Scott G. Stephenson | | For | | Yes | | No |
Management | | Elect Director Laura A. Sugg | | For | | Yes | | No |
Management | | Elect Director John P. Surma | | For | | Yes | | No |
Management | | Elect Director Alfred W. Zollar | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
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NEXTERA ENERGY PARTNERS, LP | | | | | | | | |
Ticker: NEP | | | | | | | | |
Primary CUSIP: 65341B106 | | | | | | | | |
Meeting Date: 20-Apr-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Susan D. Austin | | For | | Yes | | No |
Management | | Elect Director Robert J. Byrne | | For | | Yes | | No |
Management | | Elect Director Peter H. Kind | | For | | Yes | | No |
Management | | Elect Director John W. Ketchum | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
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THE AES CORPORATION | | | | | | | | |
Ticker: AES | | | | | | | | |
Primary CUSIP: 00130H105 | | | | | | | | |
Meeting Date: 21-Apr-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Janet G. Davidson | | For | | Yes | | No |
Management | | Elect Director Andres R. Gluski | | For | | Yes | | No |
Management | | Elect Director Tarun Khanna | | For | | Yes | | No |
Management | | Elect Director Holly K. Koeppel | | For | | Yes | | No |
Management | | Elect Director Julia M. Laulis | | For | | Yes | | No |
Management | | Elect Director James H. Miller | | For | | Yes | | No |
Management | | Elect Director Alain Monie | | For | | Yes | | No |
Management | | Elect Director John B. Morse, Jr. | | For | | Yes | | No |
Management | | Elect Director Moises Naim | | For | | Yes | | No |
Management | | Elect Director Teresa M. Sebastian | | For | | Yes | | No |
Management | | Elect Director Maura Shaughnessy | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Ernst & Young LLP as Auditors | | For | | Yes | | No |
Share Holder | | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | | For | | Yes | | Yes |
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CENTERPOINT ENERGY, INC. | | | | | | | | |
Ticker: CNP | | | | | | | | |
Primary CUSIP: 15189T107 | | | | | | | | |
Meeting Date: 22-Apr-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Wendy Montoya Cloonan | | For | | Yes | | No |
Management | | Elect Director Earl M. Cummings | | For | | Yes | | No |
Management | | Elect Director Christopher H. Franklin | | For | | Yes | | No |
Management | | Elect Director David J. Lesar | | For | | Yes | | No |
Management | | Elect Director Raquelle W. Lewis | | For | | Yes | | No |
Management | | Elect Director Martin H. Nesbitt | | For | | Yes | | No |
Management | | Elect Director Theodore F. Pound | | For | | Yes | | No |
Management | | Elect Director Phillip R. Smith | | For | | Yes | | No |
Management | | Elect Director Barry T. Smitherman | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | Against | | Yes | | Yes |
Management | | Approve Omnibus Stock Plan | | For | | Yes | | No |
| | | | | | | | |
AMERICAN ELECTRIC POWER COMPANY, INC. | | | | | | | | |
Ticker: AEP | | | | | | | | |
Primary CUSIP: 025537101 | | | | | | | | |
Meeting Date: 26-Apr-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Nicholas K. Akins | | For | | Yes | | No |
Management | | Elect Director David J. Anderson | | For | | Yes | | No |
Management | | Elect Director J. Barnie Beasley, Jr. | | For | | Yes | | No |
Management | | Elect Director Benjamin G. S. Fowke, III | | For | | Yes | | No |
Management | | Elect Director Art A. Garcia | | For | | Yes | | No |
Management | | Elect Director Linda A. Goodspeed | | For | | Yes | | No |
Management | | Elect Director Sandra Beach Lin | | For | | Yes | | No |
Management | | Elect Director Margaret M. McCarthy | | For | | Yes | | No |
Management | | Elect Director Oliver G. Richard, III | | For | | Yes | | No |
Management | | Elect Director Daryl Roberts | | For | | Yes | | No |
Management | | Elect Director Sara Martinez Tucker | | For | | Yes | | No |
Management | | Elect Director Lewis Von Thaer | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Authorize New Class of Preferred Stock | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
THE WILLIAMS COMPANIES, INC. | | | | | | | | |
Ticker: WMB | | | | | | | | |
Primary CUSIP: 969457100 | | | | | | | | |
Meeting Date: 26-Apr-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Alan S. Armstrong | | For | | Yes | | No |
Management | | Elect Director Stephen W. Bergstrom | | For | | Yes | | No |
Management | | Elect Director Nancy K. Buese | | For | | Yes | | No |
Management | | Elect Director Michael A. Creel | | For | | Yes | | No |
Management | | Elect Director Stacey H. Dore | | For | | Yes | | No |
Management | | Elect Director Richard E. Muncrief | | For | | Yes | | No |
Management | | Elect Director Peter A. Ragauss | | For | | Yes | | No |
Management | | Elect Director Rose M. Robeson | | For | | Yes | | No |
Management | | Elect Director Scott D. Sheffield | | For | | Yes | | No |
Management | | Elect Director Murray D. Smith | | For | | Yes | | No |
Management | | Elect Director William H. Spence | | For | | Yes | | No |
Management | | Elect Director Jesse J. Tyson | | For | | Yes | | No |
Management | | Ratify Ernst & Young LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
CLEARWAY ENERGY, INC. | | | | | | | | |
Ticker: CWEN | | | | | | | | |
Primary CUSIP: 18539C204 | | | | | | | | |
Meeting Date: 28-Apr-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Jonathan Bram | | Withhold | | Yes | | Yes |
Management | | Elect Director Nathaniel Anschuetz | | For | | Yes | | No |
Management | | Elect Director Brian R. Ford | | For | | Yes | | No |
Management | | Elect Director Jennifer Lowry | | For | | Yes | | No |
Management | | Elect Director Bruce MacLennan | | For | | Yes | | No |
Management | | Elect Director Ferrell P. McClean | | For | | Yes | | No |
Management | | Elect Director Daniel B. More | | For | | Yes | | No |
Management | | Elect Director E. Stanley O'Neal | | For | | Yes | | No |
Management | | Elect Director Christopher S. Sotos | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Ernst & Young LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
EDISON INTERNATIONAL | | | | | | | | |
Ticker: EIX | | | | | | | | |
Primary CUSIP: 281020107 | | | | | | | | |
Meeting Date: 28-Apr-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Jeanne Beliveau-Dunn | | For | | Yes | | No |
Management | | Elect Director Michael C. Camunez | | For | | Yes | | No |
Management | | Elect Director Vanessa C.L. Chang | | For | | Yes | | No |
Management | | Elect Director James T. Morris | | For | | Yes | | No |
Management | | Elect Director Timothy T. O'Toole | | For | | Yes | | No |
Management | | Elect Director Pedro J. Pizarro | | For | | Yes | | No |
Management | | Elect Director Marcy L. Reed | | For | | Yes | | No |
Management | | Elect Director Carey A. Smith | | For | | Yes | | No |
Management | | Elect Director Linda G. Stuntz | | For | | Yes | | No |
Management | | Elect Director Peter J. Taylor | | For | | Yes | | No |
Management | | Elect Director Keith Trent | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
ALTAGAS LTD. | | | | | | | | |
Ticker: ALA | | | | | | | | |
Primary CUSIP: 021361100 | | | | | | | | |
Meeting Date: 29-Apr-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | | For | | Yes | | No |
Management | | Elect Director Victoria A. Calvert | | For | | Yes | | No |
Management | | Elect Director David W. Cornhill | | For | | Yes | | No |
Management | | Elect Director Randall L. Crawford | | For | | Yes | | No |
Management | | Elect Director Jon-Al Duplantier | | For | | Yes | | No |
Management | | Elect Director Robert B. Hodgins | | For | | Yes | | No |
Management | | Elect Director Cynthia Johnston | | For | | Yes | | No |
Management | | Elect Director Pentti O. Karkkainen | | For | | Yes | | No |
Management | | Elect Director Phillip R. Knoll | | For | | Yes | | No |
Management | | Elect Director Linda G. Sullivan | | For | | Yes | | No |
Management | | Elect Director Nancy G. Tower | | For | | Yes | | No |
Management | | Re-approve Stock Option Plan | | For | | Yes | | No |
Management | | Advisory Vote on Executive Compensation Approach | | For | | Yes | | No |
| | | | | | | | |
CHESAPEAKE UTILITIES CORPORATION | | | | | | | | |
Ticker: CPK | | | | | | | | |
Primary CUSIP: 165303108 | | | | | | | | |
Meeting Date: 04-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Jeffry M. Householder | | For | | Yes | | No |
Management | | Elect Director Lila A. Jaber | | For | | Yes | | No |
Management | | Elect Director Paul L. Maddock, Jr. | | For | | Yes | | No |
Management | | Elect Director Lisa G. Bisaccia | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Baker Tilly US, LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
EVERSOURCE ENERGY | | | | | | | | |
Ticker: ES | | | | | | | | |
Primary CUSIP: 30040W108 | | | | | | | | |
Meeting Date: 04-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Cotton M. Cleveland | | For | | Yes | | No |
Management | | Elect Director James S. DiStasio | | For | | Yes | | No |
Management | | Elect Director Francis A. Doyle | | For | | Yes | | No |
Management | | Elect Director Linda Dorcena Forry | | For | | Yes | | No |
Management | | Elect Director Gregory M. Jones | | For | | Yes | | No |
Management | | Elect Director James J. Judge | | For | | Yes | | No |
Management | | Elect Director John Y. Kim | | For | | Yes | | No |
Management | | Elect Director Kenneth R. Leibler | | For | | Yes | | No |
Management | | Elect Director David H. Long | | For | | Yes | | No |
Management | | Elect Director Joseph R. Nolan, Jr. | | For | | Yes | | No |
Management | | Elect Director William C. Van Faasen | | For | | Yes | | No |
Management | | Elect Director Frederica M. Williams | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
DTE ENERGY COMPANY | | | | | | | | |
Ticker: DTE | | | | | | | | |
Primary CUSIP: 233331107 | | | | | | | | |
Meeting Date: 05-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director David A. Brandon | | For | | Yes | | No |
Management | | Elect Director Charles G. McClure, Jr. | | For | | Yes | | No |
Management | | Elect Director Gail J. McGovern | | For | | Yes | | No |
Management | | Elect Director Mark A. Murray | | For | | Yes | | No |
Management | | Elect Director Gerardo Norcia | | For | | Yes | | No |
Management | | Elect Director Ruth G. Shaw | | For | | Yes | | No |
Management | | Elect Director Robert C. Skaggs, Jr. | | For | | Yes | | No |
Management | | Elect Director David A. Thomas | | For | | Yes | | No |
Management | | Elect Director Gary H. Torgow | | For | | Yes | | No |
Management | | Elect Director James H. Vandenberghe | | For | | Yes | | No |
Management | | Elect Director Valerie M. Williams | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Share Holder | | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | For | | Yes | | Yes |
Share Holder | | Revise Net Zero by 2050 Goal to Include Full Scope 3 Value Chain Emissions | | For | | Yes | | Yes |
| | | | | | | | |
FORTIS INC. | | | | | | | | |
Ticker: FTS | | | | | | | | |
Primary CUSIP: 349553107 | | | | | | | | |
Meeting Date: 05-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Tracey C. Ball | | For | | Yes | | No |
Management | | Elect Director Pierre J. Blouin | | For | | Yes | | No |
Management | | Elect Director Paul J. Bonavia | | For | | Yes | | No |
Management | | Elect Director Lawrence T. Borgard | | For | | Yes | | No |
Management | | Elect Director Maura J. Clark | | For | | Yes | | No |
Management | | Elect Director Lisa Crutchfield | | For | | Yes | | No |
Management | | Elect Director Margarita K. Dilley | | For | | Yes | | No |
Management | | Elect Director Julie A. Dobson | | For | | Yes | | No |
Management | | Elect Director Lisa L. Durocher | | For | | Yes | | No |
Management | | Elect Director Douglas J. Haughey | | For | | Yes | | No |
Management | | Elect Director David G. Hutchens | | For | | Yes | | No |
Management | | Elect Director Gianna M. Manes | | For | | Yes | | No |
Management | | Elect Director Jo Mark Zurel | | For | | Yes | | No |
Management | | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | | For | | Yes | | No |
Management | | Advisory Vote on Executive Compensation Approach | | For | | Yes | | No |
Management | | Amend Employee Stock Purchase Plan | | For | | Yes | | No |
| | | | | | | | |
WEC ENERGY GROUP, INC. | | | | | | | | |
Ticker: WEC | | | | | | | | |
Primary CUSIP: 92939U106 | | | | | | | | |
Meeting Date: 05-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Curt S. Culver | | For | | Yes | | No |
Management | | Elect Director Danny L. Cunningham | | For | | Yes | | No |
Management | | Elect Director William M. Farrow, III | | For | | Yes | | No |
Management | | Elect Director Cristina A. Garcia-Thomas | | For | | Yes | | No |
Management | | Elect Director Maria C. Green | | For | | Yes | | No |
Management | | Elect Director Gale E. Klappa | | For | | Yes | | No |
Management | | Elect Director Thomas K. Lane | | For | | Yes | | No |
Management | | Elect Director Scott J. Lauber | | For | | Yes | | No |
Management | | Elect Director Ulice Payne, Jr. | | For | | Yes | | No |
Management | | Elect Director Mary Ellen Stanek | | For | | Yes | | No |
Management | | Elect Director Glen E. Tellock | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
CMS ENERGY CORPORATION | | | | | | | | |
Ticker: CMS | | | | | | | | |
Primary CUSIP: 125896100 | | | | | | | | |
Meeting Date: 06-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Jon E. Barfield | | For | | Yes | | No |
Management | | Elect Director Deborah H. Butler | | For | | Yes | | No |
Management | | Elect Director Kurt L. Darrow | | For | | Yes | | No |
Management | | Elect Director William D. Harvey | | For | | Yes | | No |
Management | | Elect Director Garrick J. Rochow | | For | | Yes | | No |
Management | | Elect Director John G. Russell | | For | | Yes | | No |
Management | | Elect Director Suzanne F. Shank | | For | | Yes | | No |
Management | | Elect Director Myrna M. Soto | | For | | Yes | | No |
Management | | Elect Director John G. Sznewajs | | For | | Yes | | No |
Management | | Elect Director Ronald J. Tanski | | For | | Yes | | No |
Management | | Elect Director Laura H. Wright | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
DT MIDSTREAM, INC. | | | | | | | | |
Ticker: DTM | | | | | | | | |
Primary CUSIP: 23345M107 | | | | | | | | |
Meeting Date: 06-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Robert Skaggs, Jr. | | For | | Yes | | No |
Management | | Elect Director David Slater | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote on Say on Pay Frequency | | One Year | | Yes | | No |
| | | | | | | | |
AMERICAN WATER WORKS COMPANY, INC. | | | | | | | | |
Ticker: AWK | | | | | | | | |
Primary CUSIP: 030420103 | | | | | | | | |
Meeting Date: 11-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Jeffrey N. Edwards | | For | | Yes | | No |
Management | | Elect Director Martha Clark Goss | | For | | Yes | | No |
Management | | Elect Director M. Susan Hardwick | | For | | Yes | | No |
Management | | Elect Director Kimberly J. Harris | | For | | Yes | | No |
Management | | Elect Director Julia L. Johnson | | For | | Yes | | No |
Management | | Elect Director Patricia L. Kampling | | For | | Yes | | No |
Management | | Elect Director Karl F. Kurz | | For | | Yes | | No |
Management | | Elect Director George MacKenzie | | For | | Yes | | No |
Management | | Elect Director James G. Stavridis | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Share Holder | | Report on Medium and Long-Term Greenhouse Gas Targets Aligned with Paris Agreement - Withdrawn | | | | Yes | | No |
Share Holder | | Report on Third-Party Racial Equity Audit | | For | | Yes | | Yes |
| | | | | | | | |
DOMINION ENERGY, INC. | | | | | | | | |
Ticker: D | | | | | | | | |
Primary CUSIP: 25746U109 | | | | | | | | |
Meeting Date: 11-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director James A. Bennett | | For | | Yes | | No |
Management | | Elect Director Robert M. Blue | | For | | Yes | | No |
Management | | Elect Director Helen E. Dragas | | For | | Yes | | No |
Management | | Elect Director James O. Ellis, Jr. | | For | | Yes | | No |
Management | | Elect Director D. Maybank Hagood | | For | | Yes | | No |
Management | | Elect Director Ronald W. Jibson | | For | | Yes | | No |
Management | | Elect Director Mark J. Kington | | For | | Yes | | No |
Management | | Elect Director Joseph M. Rigby | | For | | Yes | | No |
Management | | Elect Director Pamela J. Royal | | For | | Yes | | No |
Management | | Elect Director Robert H. Spilman, Jr. | | For | | Yes | | No |
Management | | Elect Director Susan N. Story | | For | | Yes | | No |
Management | | Elect Director Michael E. Szymanczyk | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Management | | Amend Right to Call Special Meeting | | For | | Yes | | No |
Share Holder | | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | For | | Yes | | Yes |
Share Holder | | Adopt Medium Term Scope 3 GHG Emissions Reduction Target | | Against | | Yes | | No |
Share Holder | | Report on the Risk of Natural Gas Stranded Assets | | For | | Yes | | No |
| | | | | | | | |
CHENIERE ENERGY, INC. | | | | | | | | |
Ticker: LNG | | | | | | | | |
Primary CUSIP: 16411R208 | | | | | | | | |
Meeting Date: 12-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director G. Andrea Botta | | For | | Yes | | No |
Management | | Elect Director Jack A. Fusco | | For | | Yes | | No |
Management | | Elect Director Vicky A. Bailey | | For | | Yes | | No |
Management | | Elect Director Patricia K. Collawn | | For | | Yes | | No |
Management | | Elect Director David B. Kilpatrick | | For | | Yes | | No |
Management | | Elect Director Lorraine Mitchelmore | | For | | Yes | | No |
Management | | Elect Director Scott Peak | | For | | Yes | | No |
Management | | Elect Director Donald F. Robillard, Jr. | | For | | Yes | | No |
Management | | Elect Director Neal A. Shear | | For | | Yes | | No |
Management | | Elect Director Andrew J. Teno | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify KPMG LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
SEMPRA ENERGY | | | | | | | | |
Ticker: SRE | | | | | | | | |
Primary CUSIP: 816851109 | | | | | | | | |
Meeting Date: 13-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Alan L. Boeckmann | | For | | Yes | | No |
Management | | Elect Director Andres Conesa | | For | | Yes | | No |
Management | | Elect Director Maria Contreras-Sweet | | For | | Yes | | No |
Management | | Elect Director Pablo A. Ferrero | | For | | Yes | | No |
Management | | Elect Director Jeffrey W. Martin | | For | | Yes | | No |
Management | | Elect Director Bethany J. Mayer | | For | | Yes | | No |
Management | | Elect Director Michael N. Mears | | For | | Yes | | No |
Management | | Elect Director Jack T. Taylor | | For | | Yes | | No |
Management | | Elect Director Cynthia L. Walker | | For | | Yes | | No |
Management | | Elect Director Cynthia J. Warner | | For | | Yes | | No |
Management | | Elect Director James C. Yardley | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Share Holder | | Require Independent Board Chair | | Against | | Yes | | No |
| | | | | | | | |
ARCHAEA ENERGY INC. | | | | | | | | |
Ticker: LFG | | | | | | | | |
Primary CUSIP: 03940F103 | | | | | | | | |
Meeting Date: 18-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director J. Kyle Derham | | Withhold | | Yes | | Yes |
Management | | Elect Director Kathryn Jackson | | For | | Yes | | No |
Management | | Elect Director Scott Parkes | | Withhold | | Yes | | Yes |
Management | | Ratify KPMG LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
ENPHASE ENERGY, INC. | | | | | | | | |
Ticker: ENPH | | | | | | | | |
Primary CUSIP: 29355A107 | | | | | | | | |
Meeting Date: 18-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Steven J. Gomo | | For | | Yes | | No |
Management | | Elect Director Thurman John "T.J." Rodgers | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | Against | | Yes | | Yes |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
PPL CORPORATION | | | | | | | | |
Ticker: PPL | | | | | | | | |
Primary CUSIP: 69351T106 | | | | | | | | |
Meeting Date: 18-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Arthur P. Beattie | | For | | Yes | | No |
Management | | Elect Director Raja Rajamannar | | For | | Yes | | No |
Management | | Elect Director Heather B. Redman | | For | | Yes | | No |
Management | | Elect Director Craig A. Rogerson | | For | | Yes | | No |
Management | | Elect Director Vincent Sorgi | | For | | Yes | | No |
Management | | Elect Director Natica von Althann | | For | | Yes | | No |
Management | | Elect Director Keith H. Williamson | | For | | Yes | | No |
Management | | Elect Director Phoebe A. Wood | | For | | Yes | | No |
Management | | Elect Director Armando Zagalo de Lima | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
XCEL ENERGY INC. | | | | | | | | |
Ticker: XEL | | | | | | | | |
Primary CUSIP: 98389B100 | | | | | | | | |
Meeting Date: 18-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Lynn Casey | | For | | Yes | | No |
Management | | Elect Director Bob Frenzel | | For | | Yes | | No |
Management | | Elect Director Netha Johnson | | For | | Yes | | No |
Management | | Elect Director Patricia Kampling | | For | | Yes | | No |
Management | | Elect Director George Kehl | | For | | Yes | | No |
Management | | Elect Director Richard O'Brien | | For | | Yes | | No |
Management | | Elect Director Charles Pardee | | For | | Yes | | No |
Management | | Elect Director Christopher Policinski | | For | | Yes | | No |
Management | | Elect Director James Prokopanko | | For | | Yes | | No |
Management | | Elect Director Kim Williams | | For | | Yes | | No |
Management | | Elect Director Daniel Yohannes | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
ALLIANT ENERGY CORPORATION | | | | | | | | |
Ticker: LNT | | | | | | | | |
Primary CUSIP: 018802108 | | | | | | | | |
Meeting Date: 19-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director N. Joy Falotico | | For | | Yes | | No |
Management | | Elect Director John O. Larsen | | For | | Yes | | No |
Management | | Elect Director Thomas F. O'Toole | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
ENCAVIS AG | | | | | | | | |
Ticker: ECV | | | | | | | | |
Primary CUSIP: D2R4PT120 | | | | | | | | |
Meeting Date: 19-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Receive Financial Statements and Statutory Reports for Fiscal Year 2021 (Non-Voting) | | | | Yes | | No |
Management | | Approve Allocation of Income and Dividends of EUR 0.30 per Share | | For | | Yes | | No |
Management | | Approve Discharge of Management Board for Fiscal Year 2021 | | For | | Yes | | No |
Management | | Approve Discharge of Supervisory Board Member Manfred Krueper for Fiscal Year 2021 | | For | | Yes | | No |
Management | | Approve Discharge of Supervisory Board Member Alexander Stuhlmann for Fiscal Year 2021 | | For | | Yes | | No |
Management | | Approve Discharge of Supervisory Board Member Cornelius Liedtke for Fiscal Year 2021 | | For | | Yes | | No |
Management | | Approve Discharge of Supervisory Board Member Albert Buell for Fiscal Year 2021 | | For | | Yes | | No |
Management | | Approve Discharge of Supervisory Board Member Fritz Vahrenholt for Fiscal Year 2021 | | For | | Yes | | No |
Management | | Approve Discharge of Supervisory Board Member Christine Scheel for Fiscal Year 2021 | | For | | Yes | | No |
Management | | Approve Discharge of Supervisory Board Member Henning Kreke for Fiscal Year 2021 | | For | | Yes | | No |
Management | | Approve Discharge of Supervisory Board Member Marcus Schenck for Fiscal Year 2021 | | For | | Yes | | No |
Management | | Approve Discharge of Supervisory Board Member Rolf Schmitz for Fiscal Year 2021 | | For | | Yes | | No |
Management | | Approve Discharge of Supervisory Board Member Peter Heidecker for Fiscal Year 2021 | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers GmbH as Auditors for Fiscal Year 2022 | | For | | Yes | | No |
Management | | Approve Remuneration Report | | Against | | Yes | | Yes |
Management | | Amend Articles Re: Supervisory Board Term of Office | | For | | Yes | | No |
Management | | Elect Manfred Krueper to the Supervisory Board | | Against | | Yes | | Yes |
Management | | Elect Isabella Pfaller to the Supervisory Board | | Against | | Yes | | Yes |
Management | | Elect Albert Buell to the Supervisory Board | | Against | | Yes | | Yes |
Management | | Elect Thorsten Testorp to the Supervisory Board | | Against | | Yes | | Yes |
Management | | Elect Henning Kreke to the Supervisory Board | | For | | Yes | | No |
Management | | Elect Fritz Vahrenholt to the Supervisory Board | | Against | | Yes | | Yes |
Management | | Approve Cancellation of Conditional Capital 2017 | | For | | Yes | | No |
Management | | Approve Cancellation of Conditional Capital 2018 | | For | | Yes | | No |
| | | | | | | | |
IDACORP, INC. | | | | | | | | |
Ticker: IDA | | | | | | | | |
Primary CUSIP: 451107106 | | | | | | | | |
Meeting Date: 19-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Odette C. Bolano | | For | | Yes | | No |
Management | | Elect Director Thomas E. Carlile | | For | | Yes | | No |
Management | | Elect Director Richard J. Dahl | | For | | Yes | | No |
Management | | Elect Director Annette G. Elg | | For | | Yes | | No |
Management | | Elect Director Lisa A. Grow | | For | | Yes | | No |
Management | | Elect Director Ronald W. Jibson | | For | | Yes | | No |
Management | | Elect Director Judith A. Johansen | | For | | Yes | | No |
Management | | Elect Director Dennis L. Johnson | | For | | Yes | | No |
Management | | Elect Director Jeff C. Kinneeveauk | | For | | Yes | | No |
Management | | Elect Director Richard J. Navarro | | For | | Yes | | No |
Management | | Elect Director Mark T. Peters | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
NEXTERA ENERGY, INC. | | | | | | | | |
Ticker: NEE | | | | | | | | |
Primary CUSIP: 65339F101 | | | | | | | | |
Meeting Date: 19-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Sherry S. Barrat | | For | | Yes | | No |
Management | | Elect Director James L. Camaren | | For | | Yes | | No |
Management | | Elect Director Kenneth B. Dunn | | For | | Yes | | No |
Management | | Elect Director Naren K. Gursahaney | | For | | Yes | | No |
Management | | Elect Director Kirk S. Hachigian | | For | | Yes | | No |
Management | | Elect Director John W. Ketchum | | For | | Yes | | No |
Management | | Elect Director Amy B. Lane | | For | | Yes | | No |
Management | | Elect Director David L. Porges | | For | | Yes | | No |
Management | | Elect Director James L. Robo | | For | | Yes | | No |
Management | | Elect Director Rudy E. Schupp | | For | | Yes | | No |
Management | | Elect Director John L. Skolds | | For | | Yes | | No |
Management | | Elect Director John Arthur Stall | | For | | Yes | | No |
Management | | Elect Director Darryl L. Wilson | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Share Holder | | Disclose a Board Diversity and Qualifications Matrix | | Against | | Yes | | No |
Share Holder | | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | | For | | Yes | | Yes |
| | | | | | | | |
SOUTHWEST GAS HOLDINGS, INC. | | | | | | | | |
Ticker: SWX | | | | | | | | |
Primary CUSIP: 844895102 | | | | | | | | |
Meeting Date: 19-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Robert L. Boughner | | For | | Yes | | No |
Management | | Elect Director Jose A. Cardenas | | For | | Yes | | No |
Management | | Elect Director E. Renae Conley | | For | | Yes | | No |
Management | | Elect Director John P. Hester | | For | | Yes | | No |
Management | | Elect Director Jane Lewis-Raymond | | For | | Yes | | No |
Management | | Elect Director Anne L. Mariucci | | For | | Yes | | No |
Management | | Elect Director Carlos A. Ruisanchez | | For | | Yes | | No |
Management | | Elect Director A. Randall Thoman | | For | | Yes | | No |
Management | | Elect Director Thomas A. Thomas | | For | | Yes | | No |
Management | | Elect Director Leslie T. Thornton | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Share Holder | | Amend Bylaws | | Against | | Yes | | No |
Share Holder | | Elect Director Nora Mead Brownell | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Marcie L. Edwards | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Andrew W. Evans | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director H. Russell Frisby, Jr. | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Walter M. Higgins, III | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Rina Joshi | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Henry P. Linginfelter | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Jesse A. Lynn | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Ruby Sharma | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Andrew J. Teno | | Do Not Vote | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | Do Not Vote | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | Do Not Vote | | Yes | | No |
Share Holder | | Amend Bylaws | | Do Not Vote | | Yes | | No |
Share Holder | | Provide Right to Call a Special Meeting | | Do Not Vote | | Yes | | No |
| | | | | | | | |
NORTHLAND POWER INC. | | | | | | | | |
Ticker: NPI | | | | | | | | |
Primary CUSIP: 666511100 | | | | | | | | |
Meeting Date: 25-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director John W. Brace | | For | | Yes | | No |
Management | | Elect Director Linda L. Bertoldi | | For | | Yes | | No |
Management | | Elect Director Lisa Colnett | | For | | Yes | | No |
Management | | Elect Director Kevin Glass | | For | | Yes | | No |
Management | | Elect Director Russell Goodman | | For | | Yes | | No |
Management | | Elect Director Keith Halbert | | For | | Yes | | No |
Management | | Elect Director Helen Mallovy Hicks | | For | | Yes | | No |
Management | | Elect Director Ian Pearce | | For | | Yes | | No |
Management | | Elect Director Eckhardt Ruemmler | | For | | Yes | | No |
Management | | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | | For | | Yes | | No |
Management | | Advisory Vote on Executive Compensation Approach | | For | | Yes | | No |
| | | | | | | | |
THE SOUTHERN COMPANY | | | | | | | | |
Ticker: SO | | | | | | | | |
Primary CUSIP: 842587107 | | | | | | | | |
Meeting Date: 25-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Janaki Akella | | For | | Yes | | No |
Management | | Elect Director Henry A. Clark, III | | For | | Yes | | No |
Management | | Elect Director Anthony F. Earley, Jr. | | For | | Yes | | No |
Management | | Elect Director Thomas A. Fanning | | For | | Yes | | No |
Management | | Elect Director David J. Grain | | For | | Yes | | No |
Management | | Elect Director Colette D. Honorable | | For | | Yes | | No |
Management | | Elect Director Donald M. James | | For | | Yes | | No |
Management | | Elect Director John D. Johns | | For | | Yes | | No |
Management | | Elect Director Dale E. Klein | | For | | Yes | | No |
Management | | Elect Director Ernest J. Moniz | | For | | Yes | | No |
Management | | Elect Director William G. Smith, Jr. | | For | | Yes | | No |
Management | | Elect Director Kristine L. Svinicki | | For | | Yes | | No |
Management | | Elect Director E. Jenner Wood, III | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Share Holder | | Adopt Simple Majority Vote | | For | | Yes | | No |
| | | | | | | | |
EMERA INC. | | | | | | | | |
Ticker: EMA | | | | | | | | |
Primary CUSIP: 290876101 | | | | | | | | |
Meeting Date: 26-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Scott C. Balfour | | For | | Yes | | No |
Management | | Elect Director James V. Bertram | | For | | Yes | | No |
Management | | Elect Director Henry E. Demone | | For | | Yes | | No |
Management | | Elect Director Paula Y. Gold-Williams | | For | | Yes | | No |
Management | | Elect Director Kent M. Harvey | | For | | Yes | | No |
Management | | Elect Director B. Lynn Loewen | | For | | Yes | | No |
Management | | Elect Director Ian E. Robertson | | For | | Yes | | No |
Management | | Elect Director Andrea S. Rosen | | For | | Yes | | No |
Management | | Elect Director Richard P. Sergel | | For | | Yes | | No |
Management | | Elect Director M. Jacqueline Sheppard | | For | | Yes | | No |
Management | | Elect Director Karen H. Sheriff | | For | | Yes | | No |
Management | | Elect Director Jochen E. Tilk | | For | | Yes | | No |
Management | | Ratify Ernst & Young LLP as Auditors | | For | | Yes | | No |
Management | | Authorize Board to Fix Remuneration of Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
ONE GAS, INC. | | | | | | | | |
Ticker: OGS | | | | | | | | |
Primary CUSIP: 68235P108 | | | | | | | | |
Meeting Date: 26-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Robert B. Evans | | For | | Yes | | No |
Management | | Elect Director John W. Gibson | | For | | Yes | | No |
Management | | Elect Director Tracy E. Hart | | For | | Yes | | No |
Management | | Elect Director Michael G. Hutchinson | | For | | Yes | | No |
Management | | Elect Director Robert S. McAnnally | | For | | Yes | | No |
Management | | Elect Director Pattye L. Moore | | For | | Yes | | No |
Management | | Elect Director Eduardo A. Rodriguez | | For | | Yes | | No |
Management | | Elect Director Douglas H. Yaeger | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
QUANTA SERVICES, INC. | | | | | | | | |
Ticker: PWR | | | | | | | | |
Primary CUSIP: 74762E102 | | | | | | | | |
Meeting Date: 27-May-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Earl C. (Duke) Austin, Jr. | | For | | Yes | | No |
Management | | Elect Director Doyle N. Beneby | | For | | Yes | | No |
Management | | Elect Director Vincent D. Foster | | For | | Yes | | No |
Management | | Elect Director Bernard Fried | | For | | Yes | | No |
Management | | Elect Director Worthing F. Jackman | | For | | Yes | | No |
Management | | Elect Director Holli C. Ladhani | | For | | Yes | | No |
Management | | Elect Director David M. McClanahan | | For | | Yes | | No |
Management | | Elect Director Margaret B. Shannon | | For | | Yes | | No |
Management | | Elect Director Martha B. Wyrsch | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Amend Omnibus Stock Plan | | For | | Yes | | No |
| | | | | | | | |
HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL, INC. | | | | | | | | |
Ticker: HASI | | | | | | | | |
Primary CUSIP: 41068X100 | | | | | | | | |
Meeting Date: 02-Jun-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Jeffrey W. Eckel | | For | | Yes | | No |
Management | | Elect Director Clarence D. Armbrister | | For | | Yes | | No |
Management | | Elect Director Teresa M. Brenner | | For | | Yes | | No |
Management | | Elect Director Michael T. Eckhart | | For | | Yes | | No |
Management | | Elect Director Nancy C. Floyd | | For | | Yes | | No |
Management | | Elect Director Charles M. O'Neil | | For | | Yes | | No |
Management | | Elect Director Richard J. Osborne | | For | | Yes | | No |
Management | | Elect Director Steven G. Osgood | | For | | Yes | | No |
Management | | Ratify Ernst & Young LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Amend Omnibus Stock Plan | | For | | Yes | | No |
| | | | | | | | |
HYDRO ONE LIMITED | | | | | | | | |
Ticker: H | | | | | | | | |
Primary CUSIP: 448811208 | | | | | | | | |
Meeting Date: 08-Jun-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Cherie Brant | | For | | Yes | | No |
Management | | Elect Director Blair Cowper-Smith | | For | | Yes | | No |
Management | | Elect Director David Hay | | For | | Yes | | No |
Management | | Elect Director Timothy Hodgson | | For | | Yes | | No |
Management | | Elect Director Mark Podlasly | | For | | Yes | | No |
Management | | Elect Director Stacey Mowbray | | For | | Yes | | No |
Management | | Elect Director Mark Poweska | | For | | Yes | | No |
Management | | Elect Director Russel Robertson | | For | | Yes | | No |
Management | | Elect Director William Sheffield | | For | | Yes | | No |
Management | | Elect Director Melissa Sonberg | | For | | Yes | | No |
Management | | Elect Director Susan Wolburgh Jenah | | For | | Yes | | No |
Management | | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | | For | | Yes | | No |
Management | | Advisory Vote on Executive Compensation Approach | | For | | Yes | | No |
| | | | | | | | |
BROOKFIELD RENEWABLE CORPORATION | | | | | | | | |
Ticker: BEPC | | | | | | | | |
Primary CUSIP: 11284V105 | | | | | | | | |
Meeting Date: 14-Jun-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Jeffrey Blidner | | Withhold | | Yes | | Yes |
Management | | Elect Director Scott Cutler | | For | | Yes | | No |
Management | | Elect Director Sarah Deasley | | For | | Yes | | No |
Management | | Elect Director Nancy Dorn | | For | | Yes | | No |
Management | | Elect Director Eleazar de Carvalho Filho | | For | | Yes | | No |
Management | | Elect Director Randy MacEwen | | For | | Yes | | No |
Management | | Elect Director David Mann | | For | | Yes | | No |
Management | | Elect Director Lou Maroun | | For | | Yes | | No |
Management | | Elect Director Stephen Westwell | | For | | Yes | | No |
Management | | Elect Director Patricia Zuccotti | | For | | Yes | | No |
Management | | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | | For | | Yes | | No |
| | | | | | | | |
IBERDROLA SA | | | | | | | | |
Ticker: IBE | | | | | | | | |
Primary CUSIP: E6165F166 | | | | | | | | |
Meeting Date: 16-Jun-22 | | | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Approve Consolidated and Standalone Financial Statements | | For | | Yes | | No |
Management | | Approve Consolidated and Standalone Management Reports | | For | | Yes | | No |
Management | | Approve Non-Financial Information Statement | | For | | Yes | | No |
Management | | Approve Discharge of Board | | For | | Yes | | No |
Management | | Renew Appointment of KPMG Auditores as Auditor | | For | | Yes | | No |
Management | | Amend Preamble and Article 7 Re: Company's Purpose, Values and Social Dividend | | For | | Yes | | No |
Management | | Amend Article 16 Re: Engagement Dividend | | For | | Yes | | No |
Management | | Amend Article 11 of General Meeting Regulations Re: Engagement Dividend | | For | | Yes | | No |
Management | | Approve Engagement Dividend | | For | | Yes | | No |
Management | | Approve Allocation of Income and Dividends | | For | | Yes | | No |
Management | | Approve Scrip Dividends | | For | | Yes | | No |
Management | | Approve Scrip Dividends | | For | | Yes | | No |
Management | | Approve Reduction in Share Capital via Amortization of Treasury Shares | | For | | Yes | | No |
Management | | Advisory Vote on Remuneration Report | | For | | Yes | | No |
Management | | Reelect Anthony L. Gardner as Director | | For | | Yes | | No |
Management | | Ratify Appointment of and Elect Maria Angeles Alcala Diaz as Director | | For | | Yes | | No |
Management | | Ratify Appointment of and Elect Isabel Garcia Tejerina as Director | | For | | Yes | | No |
Management | | Fix Number of Directors at 14 | | For | | Yes | | No |
Management | | Authorize Share Repurchase Program | | For | | Yes | | No |
Management | | Authorize Board to Ratify and Execute Approved Resolutions | | For | | Yes | | No |
TEEKAY LNG PARTNERS L.P. | | | | | | |
Ticker: TGP | | | | | | | | |
Primary CUSIP: Y8564M105 | | | | | | |
Meeting Date: 01-Dec-21 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Approve Merger Agreement | | For | | Yes | | No |
Management | | Adjourn Meeting | | For | | Yes | | No |
| | | | | | | | |
NEW JERSEY RESOURCES CORPORATION | | | | |
Ticker: NJR | | | | | | | | |
Primary CUSIP: 646025106 | | | | | | |
Meeting Date: 26-Jan-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Gregory E. Aliff | | For | | Yes | | No |
Management | | Elect Director Robert B. Evans | | For | | Yes | | No |
Management | | Elect Director Thomas C. O'Connor | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
UGI CORPORATION | | | | | | |
Ticker: UGI | | | | | | | | |
Primary CUSIP: 902681105 | | | | | | |
Meeting Date: 28-Jan-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Frank S. Hermance | | For | | Yes | | No |
Management | | Elect Director M. Shawn Bort | | For | | Yes | | No |
Management | | Elect Director Theodore A. Dosch | | For | | Yes | | No |
Management | | Elect Director Alan N. Harris | | For | | Yes | | No |
Management | | Elect Director Mario Longhi | | For | | Yes | | No |
Management | | Elect Director William J. Marrazzo | | For | | Yes | | No |
Management | | Elect Director Cindy J. Miller | | For | | Yes | | No |
Management | | Elect Director Roger Perreault | | For | | Yes | | No |
Management | | Elect Director Kelly A. Romano | | For | | Yes | | No |
Management | | Elect Director James B. Stallings, Jr. | | For | | Yes | | No |
Management | | Elect Director John L. Walsh | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Ernst & Young LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
ATMOS ENERGY CORPORATION | | | | | | |
Ticker: ATO | | | | | | | | |
Primary CUSIP: 049560105 | | | | | | |
Meeting Date: 09-Feb-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director J. Kevin Akers | | For | | Yes | | No |
Management | | Elect Director Kim R. Cocklin | | For | | Yes | | No |
Management | | Elect Director Kelly H. Compton | | For | | Yes | | No |
Management | | Elect Director Sean Donohue | | For | | Yes | | No |
Management | | Elect Director Rafael G. Garza | | For | | Yes | | No |
Management | | Elect Director Richard K. Gordon | | For | | Yes | | No |
Management | | Elect Director Nancy K. Quinn | | For | | Yes | | No |
Management | | Elect Director Richard A. Sampson | | For | | Yes | | No |
Management | | Elect Director Diana J. Walters | | For | | Yes | | No |
Management | | Elect Director Frank Yoho | | For | | Yes | | No |
Management | | Ratify Ernst & Young LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Advisory Vote on Say on Pay Frequency | | One Year | | Yes | | No |
| | | | | | | | |
MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS | | |
Ticker: MTXXX | | | | | | | | |
Primary CUSIP: 61747C640 | | | | | | |
Meeting Date: 31-Mar-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Nancy C. Everett | | For | | Yes | | No |
Management | | Elect Director Jakki L. Haussler | | For | | Yes | | No |
Management | | Elect Director Patricia A. Maleski | | For | | Yes | | No |
Management | | Elect Director Frances L. Cashman | | For | | Yes | | No |
Management | | Elect Director Eddie A. Grier | | For | | Yes | | No |
| | | | | | | | |
PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED | | |
Ticker: PEG | | | | | | | | |
Primary CUSIP: 744573106 | | | | | | |
Meeting Date: 19-Apr-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Ralph Izzo | | For | | Yes | | No |
Management | | Elect Director Susan Tomasky | | For | | Yes | | No |
Management | | Elect Director Willie A. Deese | | For | | Yes | | No |
Management | | Elect Director Jamie M. Gentoso | | For | | Yes | | No |
Management | | Elect Director David Lilley | | For | | Yes | | No |
Management | | Elect Director Barry H. Ostrowsky | | For | | Yes | | No |
Management | | Elect Director Valerie A. Smith | | For | | Yes | | No |
Management | | Elect Director Scott G. Stephenson | | For | | Yes | | No |
Management | | Elect Director Laura A. Sugg | | For | | Yes | | No |
Management | | Elect Director John P. Surma | | For | | Yes | | No |
Management | | Elect Director Alfred W. Zollar | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
NEXTERA ENERGY PARTNERS, LP | | | | |
Ticker: NEP | | | | | | | | |
Primary CUSIP: 65341B106 | | | | | | |
Meeting Date: 20-Apr-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Susan D. Austin | | For | | Yes | | No |
Management | | Elect Director Robert J. Byrne | | For | | Yes | | No |
Management | | Elect Director Peter H. Kind | | For | | Yes | | No |
Management | | Elect Director John W. Ketchum | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
MAGELLAN MIDSTREAM PARTNERS, L.P. | | | | |
Ticker: MMP | | | | | | | | |
Primary CUSIP: 559080106 | | | | | | |
Meeting Date: 21-Apr-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Walter R. Arnheim | | For | | Yes | | No |
Management | | Elect Director Lori A. Gobillot | | For | | Yes | | No |
Management | | Elect Director Edward J. Guay | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Ernst & Young LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
THE AES CORPORATION | | | | | | |
Ticker: AES | | | | | | | | |
Primary CUSIP: 00130H105 | | | | | | |
Meeting Date: 21-Apr-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Janet G. Davidson | | For | | Yes | | No |
Management | | Elect Director Andres R. Gluski | | For | | Yes | | No |
Management | | Elect Director Tarun Khanna | | For | | Yes | | No |
Management | | Elect Director Holly K. Koeppel | | For | | Yes | | No |
Management | | Elect Director Julia M. Laulis | | For | | Yes | | No |
Management | | Elect Director James H. Miller | | For | | Yes | | No |
Management | | Elect Director Alain Monie | | For | | Yes | | No |
Management | | Elect Director John B. Morse, Jr. | | For | | Yes | | No |
Management | | Elect Director Moises Naim | | For | | Yes | | No |
Management | | Elect Director Teresa M. Sebastian | | For | | Yes | | No |
Management | | Elect Director Maura Shaughnessy | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Ernst & Young LLP as Auditors | | For | | Yes | | No |
Share Holder | | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | | For | | Yes | | Yes |
| | | | | | | | |
CENTERPOINT ENERGY, INC. | | | | | | |
Ticker: CNP | | | | | | | | |
Primary CUSIP: 15189T107 | | | | | | |
Meeting Date: 22-Apr-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Wendy Montoya Cloonan | | For | | Yes | | No |
Management | | Elect Director Earl M. Cummings | | For | | Yes | | No |
Management | | Elect Director Christopher H. Franklin | | For | | Yes | | No |
Management | | Elect Director David J. Lesar | | For | | Yes | | No |
Management | | Elect Director Raquelle W. Lewis | | For | | Yes | | No |
Management | | Elect Director Martin H. Nesbitt | | For | | Yes | | No |
Management | | Elect Director Theodore F. Pound | | For | | Yes | | No |
Management | | Elect Director Phillip R. Smith | | For | | Yes | | No |
Management | | Elect Director Barry T. Smitherman | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | Against | | Yes | | Yes |
Management | | Approve Omnibus Stock Plan | | For | | Yes | | No |
| | | | | | | | |
AMERICAN ELECTRIC POWER COMPANY, INC. | | | | |
Ticker: AEP | | | | | | | | |
Primary CUSIP: 025537101 | | | | | | |
Meeting Date: 26-Apr-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Nicholas K. Akins | | For | | Yes | | No |
Management | | Elect Director David J. Anderson | | For | | Yes | | No |
Management | | Elect Director J. Barnie Beasley, Jr. | | For | | Yes | | No |
Management | | Elect Director Benjamin G. S. Fowke, III | | For | | Yes | | No |
Management | | Elect Director Art A. Garcia | | For | | Yes | | No |
Management | | Elect Director Linda A. Goodspeed | | For | | Yes | | No |
Management | | Elect Director Sandra Beach Lin | | For | | Yes | | No |
Management | | Elect Director Margaret M. McCarthy | | For | | Yes | | No |
Management | | Elect Director Oliver G. Richard, III | | For | | Yes | | No |
Management | | Elect Director Daryl Roberts | | For | | Yes | | No |
Management | | Elect Director Sara Martinez Tucker | | For | | Yes | | No |
Management | | Elect Director Lewis Von Thaer | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Authorize New Class of Preferred Stock | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
BLACK HILLS CORPORATION | | | | | | |
Ticker: BKH | | | | | | | | |
Primary CUSIP: 092113109 | | | | | | |
Meeting Date: 26-Apr-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Kathleen S. McAllister | | For | | Yes | | No |
Management | | Elect Director Robert P. Otto | | For | | Yes | | No |
Management | | Elect Director Mark A. Schober | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Amend Omnibus Stock Plan | | For | | Yes | | No |
| | | | | | | | |
EXELON CORPORATION | | | | | | |
Ticker: EXC | | | | | | | | |
Primary CUSIP: 30161N101 | | | | | | |
Meeting Date: 26-Apr-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Anthony Anderson | | For | | Yes | | No |
Management | | Elect Director Ann Berzin | | For | | Yes | | No |
Management | | Elect Director W. Paul Bowers | | For | | Yes | | No |
Management | | Elect Director Marjorie Rodgers Cheshire | | For | | Yes | | No |
Management | | Elect Director Christopher Crane | | For | | Yes | | No |
Management | | Elect Director Carlos Gutierrez | | For | | Yes | | No |
Management | | Elect Director Linda Jojo | | For | | Yes | | No |
Management | | Elect Director Paul Joskow | | For | | Yes | | No |
Management | | Elect Director John Young | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Share Holder | | Report on Use of Child Labor in Supply Chain | | Against | | Yes | | No |
| | | | | | | | |
THE WILLIAMS COMPANIES, INC. | | | | |
Ticker: WMB | | | | | | | | |
Primary CUSIP: 969457100 | | | | | | |
Meeting Date: 26-Apr-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Alan S. Armstrong | | For | | Yes | | No |
Management | | Elect Director Stephen W. Bergstrom | | For | | Yes | | No |
Management | | Elect Director Nancy K. Buese | | For | | Yes | | No |
Management | | Elect Director Michael A. Creel | | For | | Yes | | No |
Management | | Elect Director Stacey H. Dore | | For | | Yes | | No |
Management | | Elect Director Richard E. Muncrief | | For | | Yes | | No |
Management | | Elect Director Peter A. Ragauss | | For | | Yes | | No |
Management | | Elect Director Rose M. Robeson | | For | | Yes | | No |
Management | | Elect Director Scott D. Sheffield | | For | | Yes | | No |
Management | | Elect Director Murray D. Smith | | For | | Yes | | No |
Management | | Elect Director William H. Spence | | For | | Yes | | No |
Management | | Elect Director Jesse J. Tyson | | For | | Yes | | No |
Management | | Ratify Ernst & Young LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
CLEARWAY ENERGY, INC. | | | | | | |
Ticker: CWEN | | | | | | | | |
Primary CUSIP: 18539C204 | | | | | | |
Meeting Date: 28-Apr-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Jonathan Bram | | Withhold | | Yes | | Yes |
Management | | Elect Director Nathaniel Anschuetz | | For | | Yes | | No |
Management | | Elect Director Brian R. Ford | | For | | Yes | | No |
Management | | Elect Director Jennifer Lowry | | For | | Yes | | No |
Management | | Elect Director Bruce MacLennan | | For | | Yes | | No |
Management | | Elect Director Ferrell P. McClean | | For | | Yes | | No |
Management | | Elect Director Daniel B. More | | For | | Yes | | No |
Management | | Elect Director E. Stanley O'Neal | | For | | Yes | | No |
Management | | Elect Director Christopher S. Sotos | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Ernst & Young LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
ALTAGAS LTD. | | | | | | | | |
Ticker: ALA | | | | | | | | |
Primary CUSIP: 021361100 | | | | | | |
Meeting Date: 29-Apr-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | | For | | Yes | | No |
Management | | Elect Director Victoria A. Calvert | | For | | Yes | | No |
Management | | Elect Director David W. Cornhill | | For | | Yes | | No |
Management | | Elect Director Randall L. Crawford | | For | | Yes | | No |
Management | | Elect Director Jon-Al Duplantier | | For | | Yes | | No |
Management | | Elect Director Robert B. Hodgins | | For | | Yes | | No |
Management | | Elect Director Cynthia Johnston | | For | | Yes | | No |
Management | | Elect Director Pentti O. Karkkainen | | For | | Yes | | No |
Management | | Elect Director Phillip R. Knoll | | For | | Yes | | No |
Management | | Elect Director Linda G. Sullivan | | For | | Yes | | No |
Management | | Elect Director Nancy G. Tower | | For | | Yes | | No |
Management | | Re-approve Stock Option Plan | | For | | Yes | | No |
Management | | Advisory Vote on Executive Compensation Approach | | For | | Yes | | No |
| | | | | | | | |
TC ENERGY CORPORATION | | | | | | |
Ticker: TRP | | | | | | | | |
Primary CUSIP: 87807B107 | | | | | | |
Meeting Date: 29-Apr-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Michael R. Culbert | | For | | Yes | | No |
Management | | Elect Director William D. Johnson | | For | | Yes | | No |
Management | | Elect Director Susan C. Jones | | For | | Yes | | No |
Management | | Elect Director John E. Lowe | | For | | Yes | | No |
Management | | Elect Director David MacNaughton | | For | | Yes | | No |
Management | | Elect Director Francois L. Poirier | | For | | Yes | | No |
Management | | Elect Director Una Power | | For | | Yes | | No |
Management | | Elect Director Mary Pat Salomone | | For | | Yes | | No |
Management | | Elect Director Indira V. Samarasekera | | For | | Yes | | No |
Management | | Elect Director Siim A. Vanaselja | | For | | Yes | | No |
Management | | Elect Director Thierry Vandal | | For | | Yes | | No |
Management | | Elect Director Dheeraj "D" Verma | | For | | Yes | | No |
Management | | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | | For | | Yes | | No |
Management | | Advisory Vote on Executive Compensation Approach | | For | | Yes | | No |
Management | | Approve Shareholder Rights Plan | | For | | Yes | | No |
| | | | | | | | |
CHESAPEAKE UTILITIES CORPORATION | | | | |
Ticker: CPK | | | | | | | | |
Primary CUSIP: 165303108 | | | | | | |
Meeting Date: 04-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Jeffry M. Householder | | For | | Yes | | No |
Management | | Elect Director Lila A. Jaber | | For | | Yes | | No |
Management | | Elect Director Paul L. Maddock, Jr. | | For | | Yes | | No |
Management | | Elect Director Lisa G. Bisaccia | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Baker Tilly US, LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
ENBRIDGE INC. | | | | | | | | |
Ticker: ENB | | | | | | | | |
Primary CUSIP: 29250N105 | | | | | | |
Meeting Date: 04-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Mayank M. Ashar | | For | | Yes | | No |
Management | | Elect Director Gaurdie E. Banister | | For | | Yes | | No |
Management | | Elect Director Pamela L. Carter | | For | | Yes | | No |
Management | | Elect Director Susan M. Cunningham | | For | | Yes | | No |
Management | | Elect Director Gregory L. Ebel | | For | | Yes | | No |
Management | | Elect Director Jason B. Few | | For | | Yes | | No |
Management | | Elect Director Teresa S. Madden | | For | | Yes | | No |
Management | | Elect Director Al Monaco | | For | | Yes | | No |
Management | | Elect Director Stephen S. Poloz | | For | | Yes | | No |
Management | | Elect Director S. Jane Rowe | | For | | Yes | | No |
Management | | Elect Director Dan C. Tutcher | | For | | Yes | | No |
Management | | Elect Director Steven W. Williams | | For | | Yes | | No |
Management | | Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | | For | | Yes | | No |
Management | | Advisory Vote on Executive Compensation Approach | | For | | Yes | | No |
Share Holder | | Strengthen the Company's Net Zero Commitment with a Science-Based Net Zero Target | | Against | | Yes | | No |
| | | | | | | | |
EVERSOURCE ENERGY | | | | | | |
Ticker: ES | | | | | | | | |
Primary CUSIP: 30040W108 | | | | | | |
Meeting Date: 04-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Cotton M. Cleveland | | For | | Yes | | No |
Management | | Elect Director James S. DiStasio | | For | | Yes | | No |
Management | | Elect Director Francis A. Doyle | | For | | Yes | | No |
Management | | Elect Director Linda Dorcena Forry | | For | | Yes | | No |
Management | | Elect Director Gregory M. Jones | | For | | Yes | | No |
Management | | Elect Director James J. Judge | | For | | Yes | | No |
Management | | Elect Director John Y. Kim | | For | | Yes | | No |
Management | | Elect Director Kenneth R. Leibler | | For | | Yes | | No |
Management | | Elect Director David H. Long | | For | | Yes | | No |
Management | | Elect Director Joseph R. Nolan, Jr. | | For | | Yes | | No |
Management | | Elect Director William C. Van Faasen | | For | | Yes | | No |
Management | | Elect Director Frederica M. Williams | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
DTE ENERGY COMPANY | | | | | | |
Ticker: DTE | | | | | | | | |
Primary CUSIP: 233331107 | | | | | | |
Meeting Date: 05-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director David A. Brandon | | For | | Yes | | No |
Management | | Elect Director Charles G. McClure, Jr. | | For | | Yes | | No |
Management | | Elect Director Gail J. McGovern | | For | | Yes | | No |
Management | | Elect Director Mark A. Murray | | For | | Yes | | No |
Management | | Elect Director Gerardo Norcia | | For | | Yes | | No |
Management | | Elect Director Ruth G. Shaw | | For | | Yes | | No |
Management | | Elect Director Robert C. Skaggs, Jr. | | For | | Yes | | No |
Management | | Elect Director David A. Thomas | | For | | Yes | | No |
Management | | Elect Director Gary H. Torgow | | For | | Yes | | No |
Management | | Elect Director James H. Vandenberghe | | For | | Yes | | No |
Management | | Elect Director Valerie M. Williams | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Share Holder | | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | For | | Yes | | Yes |
Share Holder | | Revise Net Zero by 2050 Goal to Include Full Scope 3 Value Chain Emissions | | For | | Yes | | Yes |
| | | | | | | | |
DUKE ENERGY CORPORATION | | | | | | |
Ticker: DUK | | | | | | | | |
Primary CUSIP: 26441C204 | | | | | | |
Meeting Date: 05-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Derrick Burks | | For | | Yes | | No |
Management | | Elect Director Annette K. Clayton | | For | | Yes | | No |
Management | | Elect Director Theodore F. Craver, Jr. | | For | | Yes | | No |
Management | | Elect Director Robert M. Davis | | For | | Yes | | No |
Management | | Elect Director Caroline Dorsa | | For | | Yes | | No |
Management | | Elect Director W. Roy Dunbar | | For | | Yes | | No |
Management | | Elect Director Nicholas C. Fanandakis | | For | | Yes | | No |
Management | | Elect Director Lynn J. Good | | For | | Yes | | No |
Management | | Elect Director John T. Herron | | For | | Yes | | No |
Management | | Elect Director Idalene F. Kesner | | For | | Yes | | No |
Management | | Elect Director E. Marie McKee | | For | | Yes | | No |
Management | | Elect Director Michael J. Pacilio | | For | | Yes | | No |
Management | | Elect Director Thomas E. Skains | | For | | Yes | | No |
Management | | Elect Director William E. Webster, Jr. | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Share Holder | | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | For | | Yes | | Yes |
| | | | | | | | |
FORTIS INC. | | | | | | | | |
Ticker: FTS | | | | | | | | |
Primary CUSIP: 349553107 | | | | | | |
Meeting Date: 05-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Tracey C. Ball | | For | | Yes | | No |
Management | | Elect Director Pierre J. Blouin | | For | | Yes | | No |
Management | | Elect Director Paul J. Bonavia | | For | | Yes | | No |
Management | | Elect Director Lawrence T. Borgard | | For | | Yes | | No |
Management | | Elect Director Maura J. Clark | | For | | Yes | | No |
Management | | Elect Director Lisa Crutchfield | | For | | Yes | | No |
Management | | Elect Director Margarita K. Dilley | | For | | Yes | | No |
Management | | Elect Director Julie A. Dobson | | For | | Yes | | No |
Management | | Elect Director Lisa L. Durocher | | For | | Yes | | No |
Management | | Elect Director Douglas J. Haughey | | For | | Yes | | No |
Management | | Elect Director David G. Hutchens | | For | | Yes | | No |
Management | | Elect Director Gianna M. Manes | | For | | Yes | | No |
Management | | Elect Director Jo Mark Zurel | | For | | Yes | | No |
Management | | Approve Deloitte LLP as Auditors and Authorize Board to Fix Their Remuneration | | For | | Yes | | No |
Management | | Advisory Vote on Executive Compensation Approach | | For | | Yes | | No |
Management | | Amend Employee Stock Purchase Plan | | For | | Yes | | No |
| | | | | | | | |
WEC ENERGY GROUP, INC. | | | | | | |
Ticker: WEC | | | | | | | | |
Primary CUSIP: 92939U106 | | | | | | |
Meeting Date: 05-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Curt S. Culver | | For | | Yes | | No |
Management | | Elect Director Danny L. Cunningham | | For | | Yes | | No |
Management | | Elect Director William M. Farrow, III | | For | | Yes | | No |
Management | | Elect Director Cristina A. Garcia-Thomas | | For | | Yes | | No |
Management | | Elect Director Maria C. Green | | For | | Yes | | No |
Management | | Elect Director Gale E. Klappa | | For | | Yes | | No |
Management | | Elect Director Thomas K. Lane | | For | | Yes | | No |
Management | | Elect Director Scott J. Lauber | | For | | Yes | | No |
Management | | Elect Director Ulice Payne, Jr. | | For | | Yes | | No |
Management | | Elect Director Mary Ellen Stanek | | For | | Yes | | No |
Management | | Elect Director Glen E. Tellock | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
CMS ENERGY CORPORATION | | | | | | |
Ticker: CMS | | | | | | | | |
Primary CUSIP: 125896100 | | | | | | |
Meeting Date: 06-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Jon E. Barfield | | For | | Yes | | No |
Management | | Elect Director Deborah H. Butler | | For | | Yes | | No |
Management | | Elect Director Kurt L. Darrow | | For | | Yes | | No |
Management | | Elect Director William D. Harvey | | For | | Yes | | No |
Management | | Elect Director Garrick J. Rochow | | For | | Yes | | No |
Management | | Elect Director John G. Russell | | For | | Yes | | No |
Management | | Elect Director Suzanne F. Shank | | For | | Yes | | No |
Management | | Elect Director Myrna M. Soto | | For | | Yes | | No |
Management | | Elect Director John G. Sznewajs | | For | | Yes | | No |
Management | | Elect Director Ronald J. Tanski | | For | | Yes | | No |
Management | | Elect Director Laura H. Wright | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
DT MIDSTREAM, INC. | | | | | | |
Ticker: DTM | | | | | | | | |
Primary CUSIP: 23345M107 | | | | | | |
Meeting Date: 06-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Robert Skaggs, Jr. | | For | | Yes | | No |
Management | | Elect Director David Slater | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote on Say on Pay Frequency | | One Year | | Yes | | No |
| | | | | | | | |
KEYERA CORP. | | | | | | | | |
Ticker: KEY | | | | | | | | |
Primary CUSIP: 493271100 | | | | | | |
Meeting Date: 10-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Jim Bertram | | For | | Yes | | No |
Management | | Elect Director Michael Crothers | | For | | Yes | | No |
Management | | Elect Director Doug Haughey | | For | | Yes | | No |
Management | | Elect Director Michael Norris | | For | | Yes | | No |
Management | | Elect Director Charlene Ripley | | For | | Yes | | No |
Management | | Elect Director Janet Woodruff | | For | | Yes | | No |
Management | | Elect Director Blair Goertzen | | For | | Yes | | No |
Management | | Elect Director Gianna Manes | | For | | Yes | | No |
Management | | Elect Director Thomas O'Connor | | For | | Yes | | No |
Management | | Elect Director Dean Setoguchi | | For | | Yes | | No |
Management | | Ratify Deloitte LLP as Auditors | | For | | Yes | | No |
Management | | Approve Long-Term Incentive Plan | | For | | Yes | | No |
Management | | Advisory Vote on Executive Compensation Approach | | For | | Yes | | No |
| | | | | | | | |
AMERICAN WATER WORKS COMPANY, INC. | | | | |
Ticker: AWK | | | | | | | | |
Primary CUSIP: 030420103 | | | | | | |
Meeting Date: 11-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Jeffrey N. Edwards | | For | | Yes | | No |
Management | | Elect Director Martha Clark Goss | | For | | Yes | | No |
Management | | Elect Director M. Susan Hardwick | | For | | Yes | | No |
Management | | Elect Director Kimberly J. Harris | | For | | Yes | | No |
Management | | Elect Director Julia L. Johnson | | For | | Yes | | No |
Management | | Elect Director Patricia L. Kampling | | For | | Yes | | No |
Management | | Elect Director Karl F. Kurz | | For | | Yes | | No |
Management | | Elect Director George MacKenzie | | For | | Yes | | No |
Management | | Elect Director James G. Stavridis | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Share Holder | | Report on Medium and Long-Term Greenhouse Gas Targets Aligned with Paris Agreement - Withdrawn | | | | Yes | | No |
Share Holder | | Report on Third-Party Racial Equity Audit | | For | | Yes | | Yes |
| | | | | | | | |
DOMINION ENERGY, INC. | | | | | | |
Ticker: D | | | | | | | | |
Primary CUSIP: 25746U109 | | | | | | |
Meeting Date: 11-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director James A. Bennett | | For | | Yes | | No |
Management | | Elect Director Robert M. Blue | | For | | Yes | | No |
Management | | Elect Director Helen E. Dragas | | For | | Yes | | No |
Management | | Elect Director James O. Ellis, Jr. | | For | | Yes | | No |
Management | | Elect Director D. Maybank Hagood | | For | | Yes | | No |
Management | | Elect Director Ronald W. Jibson | | For | | Yes | | No |
Management | | Elect Director Mark J. Kington | | For | | Yes | | No |
Management | | Elect Director Joseph M. Rigby | | For | | Yes | | No |
Management | | Elect Director Pamela J. Royal | | For | | Yes | | No |
Management | | Elect Director Robert H. Spilman, Jr. | | For | | Yes | | No |
Management | | Elect Director Susan N. Story | | For | | Yes | | No |
Management | | Elect Director Michael E. Szymanczyk | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Management | | Amend Right to Call Special Meeting | | For | | Yes | | No |
Share Holder | | Reduce Ownership Threshold for Shareholders to Call Special Meeting | | For | | Yes | | Yes |
Share Holder | | Adopt Medium Term Scope 3 GHG Emissions Reduction Target | | Against | | Yes | | No |
Share Holder | | Report on the Risk of Natural Gas Stranded Assets | | For | | Yes | | No |
| | | | | | | | |
KINDER MORGAN, INC. | | | | | | |
Ticker: KMI | | | | | | | | |
Primary CUSIP: 49456B101 | | | | | | |
Meeting Date: 11-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Richard D. Kinder | | For | | Yes | | No |
Management | | Elect Director Steven J. Kean | | For | | Yes | | No |
Management | | Elect Director Kimberly A. Dang | | For | | Yes | | No |
Management | | Elect Director Ted A. Gardner | | For | | Yes | | No |
Management | | Elect Director Anthony W. Hall, Jr. | | For | | Yes | | No |
Management | | Elect Director Gary L. Hultquist | | For | | Yes | | No |
Management | | Elect Director Ronald L. Kuehn, Jr. | | For | | Yes | | No |
Management | | Elect Director Deborah A. Macdonald | | For | | Yes | | No |
Management | | Elect Director Michael C. Morgan | | For | | Yes | | No |
Management | | Elect Director Arthur C. Reichstetter | | For | | Yes | | No |
Management | | Elect Director C. Park Shaper | | For | | Yes | | No |
Management | | Elect Director William A. Smith | | For | | Yes | | No |
Management | | Elect Director Joel V. Staff | | For | | Yes | | No |
Management | | Elect Director Robert F. Vagt | | For | | Yes | | No |
Management | | Elect Director Perry M. Waughtal | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
CHENIERE ENERGY, INC. | | | | | | |
Ticker: LNG | | | | | | | | |
Primary CUSIP: 16411R208 | | | | | | |
Meeting Date: 12-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director G. Andrea Botta | | For | | Yes | | No |
Management | | Elect Director Jack A. Fusco | | For | | Yes | | No |
Management | | Elect Director Vicky A. Bailey | | For | | Yes | | No |
Management | | Elect Director Patricia K. Collawn | | For | | Yes | | No |
Management | | Elect Director David B. Kilpatrick | | For | | Yes | | No |
Management | | Elect Director Lorraine Mitchelmore | | For | | Yes | | No |
Management | | Elect Director Scott Peak | | For | | Yes | | No |
Management | | Elect Director Donald F. Robillard, Jr. | | For | | Yes | | No |
Management | | Elect Director Neal A. Shear | | For | | Yes | | No |
Management | | Elect Director Andrew J. Teno | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify KPMG LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
SEMPRA ENERGY | | | | | | | | |
Ticker: SRE | | | | | | | | |
Primary CUSIP: 816851109 | | | | | | |
Meeting Date: 13-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Alan L. Boeckmann | | For | | Yes | | No |
Management | | Elect Director Andres Conesa | | For | | Yes | | No |
Management | | Elect Director Maria Contreras-Sweet | | For | | Yes | | No |
Management | | Elect Director Pablo A. Ferrero | | For | | Yes | | No |
Management | | Elect Director Jeffrey W. Martin | | For | | Yes | | No |
Management | | Elect Director Bethany J. Mayer | | For | | Yes | | No |
Management | | Elect Director Michael N. Mears | | For | | Yes | | No |
Management | | Elect Director Jack T. Taylor | | For | | Yes | | No |
Management | | Elect Director Cynthia L. Walker | | For | | Yes | | No |
Management | | Elect Director Cynthia J. Warner | | For | | Yes | | No |
Management | | Elect Director James C. Yardley | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Share Holder | | Require Independent Board Chair | | Against | | Yes | | No |
| | | | | | | | |
ARCHAEA ENERGY INC. | | | | | | |
Ticker: LFG | | | | | | | | |
Primary CUSIP: 03940F103 | | | | | | |
Meeting Date: 18-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director J. Kyle Derham | | Withhold | | Yes | | Yes |
Management | | Elect Director Kathryn Jackson | | For | | Yes | | No |
Management | | Elect Director Scott Parkes | | Withhold | | Yes | | Yes |
Management | | Ratify KPMG LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
ENPHASE ENERGY, INC. | | | | | | |
Ticker: ENPH | | | | | | | | |
Primary CUSIP: 29355A107 | | | | | | |
Meeting Date: 18-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Steven J. Gomo | | For | | Yes | | No |
Management | | Elect Director Thurman John "T.J." Rodgers | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | Against | | Yes | | Yes |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
PPL CORPORATION | | | | | | |
Ticker: PPL | | | | | | | | |
Primary CUSIP: 69351T106 | | | | | | |
Meeting Date: 18-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Arthur P. Beattie | | For | | Yes | | No |
Management | | Elect Director Raja Rajamannar | | For | | Yes | | No |
Management | | Elect Director Heather B. Redman | | For | | Yes | | No |
Management | | Elect Director Craig A. Rogerson | | For | | Yes | | No |
Management | | Elect Director Vincent Sorgi | | For | | Yes | | No |
Management | | Elect Director Natica von Althann | | For | | Yes | | No |
Management | | Elect Director Keith H. Williamson | | For | | Yes | | No |
Management | | Elect Director Phoebe A. Wood | | For | | Yes | | No |
Management | | Elect Director Armando Zagalo de Lima | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
XCEL ENERGY INC. | | | | | | |
Ticker: XEL | | | | | | | | |
Primary CUSIP: 98389B100 | | | | | | |
Meeting Date: 18-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Lynn Casey | | For | | Yes | | No |
Management | | Elect Director Bob Frenzel | | For | | Yes | | No |
Management | | Elect Director Netha Johnson | | For | | Yes | | No |
Management | | Elect Director Patricia Kampling | | For | | Yes | | No |
Management | | Elect Director George Kehl | | For | | Yes | | No |
Management | | Elect Director Richard O'Brien | | For | | Yes | | No |
Management | | Elect Director Charles Pardee | | For | | Yes | | No |
Management | | Elect Director Christopher Policinski | | For | | Yes | | No |
Management | | Elect Director James Prokopanko | | For | | Yes | | No |
Management | | Elect Director Kim Williams | | For | | Yes | | No |
Management | | Elect Director Daniel Yohannes | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
ALLIANT ENERGY CORPORATION | | | | | | |
Ticker: LNT | | | | | | | | |
Primary CUSIP: 018802108 | | | | | | |
Meeting Date: 19-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director N. Joy Falotico | | For | | Yes | | No |
Management | | Elect Director John O. Larsen | | For | | Yes | | No |
Management | | Elect Director Thomas F. O'Toole | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
IDACORP, INC. | | | | | | | | |
Ticker: IDA | | | | | | | | |
Primary CUSIP: 451107106 | | | | | | |
Meeting Date: 19-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Odette C. Bolano | | For | | Yes | | No |
Management | | Elect Director Thomas E. Carlile | | For | | Yes | | No |
Management | | Elect Director Richard J. Dahl | | For | | Yes | | No |
Management | | Elect Director Annette G. Elg | | For | | Yes | | No |
Management | | Elect Director Lisa A. Grow | | For | | Yes | | No |
Management | | Elect Director Ronald W. Jibson | | For | | Yes | | No |
Management | | Elect Director Judith A. Johansen | | For | | Yes | | No |
Management | | Elect Director Dennis L. Johnson | | For | | Yes | | No |
Management | | Elect Director Jeff C. Kinneeveauk | | For | | Yes | | No |
Management | | Elect Director Richard J. Navarro | | For | | Yes | | No |
Management | | Elect Director Mark T. Peters | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
| | | | | | | | |
NEXTERA ENERGY, INC. | | | | | | |
Ticker: NEE | | | | | | | | |
Primary CUSIP: 65339F101 | | | | | | |
Meeting Date: 19-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Sherry S. Barrat | | For | | Yes | | No |
Management | | Elect Director James L. Camaren | | For | | Yes | | No |
Management | | Elect Director Kenneth B. Dunn | | For | | Yes | | No |
Management | | Elect Director Naren K. Gursahaney | | For | | Yes | | No |
Management | | Elect Director Kirk S. Hachigian | | For | | Yes | | No |
Management | | Elect Director John W. Ketchum | | For | | Yes | | No |
Management | | Elect Director Amy B. Lane | | For | | Yes | | No |
Management | | Elect Director David L. Porges | | For | | Yes | | No |
Management | | Elect Director James L. Robo | | For | | Yes | | No |
Management | | Elect Director Rudy E. Schupp | | For | | Yes | | No |
Management | | Elect Director John L. Skolds | | For | | Yes | | No |
Management | | Elect Director John Arthur Stall | | For | | Yes | | No |
Management | | Elect Director Darryl L. Wilson | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Share Holder | | Disclose a Board Diversity and Qualifications Matrix | | Against | | Yes | | No |
Share Holder | | Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | | For | | Yes | | Yes |
| | | | | | | | |
SOUTHWEST GAS HOLDINGS, INC. | | | | |
Ticker: SWX | | | | | | | | |
Primary CUSIP: 844895102 | | | | | | |
Meeting Date: 19-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Robert L. Boughner | | For | | Yes | | No |
Management | | Elect Director Jose A. Cardenas | | For | | Yes | | No |
Management | | Elect Director E. Renae Conley | | For | | Yes | | No |
Management | | Elect Director John P. Hester | | For | | Yes | | No |
Management | | Elect Director Jane Lewis-Raymond | | For | | Yes | | No |
Management | | Elect Director Anne L. Mariucci | | For | | Yes | | No |
Management | | Elect Director Carlos A. Ruisanchez | | For | | Yes | | No |
Management | | Elect Director A. Randall Thoman | | For | | Yes | | No |
Management | | Elect Director Thomas A. Thomas | | For | | Yes | | No |
Management | | Elect Director Leslie T. Thornton | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Share Holder | | Amend Bylaws | | Against | | Yes | | No |
Share Holder | | Elect Director Nora Mead Brownell | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Marcie L. Edwards | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Andrew W. Evans | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director H. Russell Frisby, Jr. | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Walter M. Higgins, III | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Rina Joshi | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Henry P. Linginfelter | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Jesse A. Lynn | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Ruby Sharma | | Do Not Vote | | Yes | | No |
Share Holder | | Elect Director Andrew J. Teno | | Do Not Vote | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | Do Not Vote | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | Do Not Vote | | Yes | | No |
Share Holder | | Amend Bylaws | | Do Not Vote | | Yes | | No |
Share Holder | | Provide Right to Call a Special Meeting | | Do Not Vote | | Yes | | No |
| | | | | | | | |
NORTHLAND POWER INC. | | | | | | |
Ticker: NPI | | | | | | | | |
Primary CUSIP: 666511100 | | | | | | |
Meeting Date: 25-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director John W. Brace | | For | | Yes | | No |
Management | | Elect Director Linda L. Bertoldi | | For | | Yes | | No |
Management | | Elect Director Lisa Colnett | | For | | Yes | | No |
Management | | Elect Director Kevin Glass | | For | | Yes | | No |
Management | | Elect Director Russell Goodman | | For | | Yes | | No |
Management | | Elect Director Keith Halbert | | For | | Yes | | No |
Management | | Elect Director Helen Mallovy Hicks | | For | | Yes | | No |
Management | | Elect Director Ian Pearce | | For | | Yes | | No |
Management | | Elect Director Eckhardt Ruemmler | | For | | Yes | | No |
Management | | Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration | | For | | Yes | | No |
Management | | Advisory Vote on Executive Compensation Approach | | For | | Yes | | No |
| | | | | | | | |
ONEOK, INC. | | | | | | | | |
Ticker: OKE | | | | | | | | |
Primary CUSIP: 682680103 | | | | | | |
Meeting Date: 25-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Brian L. Derksen | | For | | Yes | | No |
Management | | Elect Director Julie H. Edwards | | For | | Yes | | No |
Management | | Elect Director John W. Gibson *Withdrawn Resolution* | | | | Yes | | No |
Management | | Elect Director Mark W. Helderman | | For | | Yes | | No |
Management | | Elect Director Randall J. Larson | | For | | Yes | | No |
Management | | Elect Director Steven J. Malcolm | | For | | Yes | | No |
Management | | Elect Director Jim W. Mogg | | For | | Yes | | No |
Management | | Elect Director Pattye L. Moore | | For | | Yes | | No |
Management | | Elect Director Pierce H. Norton, II | | For | | Yes | | No |
Management | | Elect Director Eduardo A. Rodriguez | | For | | Yes | | No |
Management | | Elect Director Gerald B. Smith | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
PLAINS GP HOLDINGS, L.P. | | | | | | |
Ticker: PAGP | | | | | | | | |
Primary CUSIP: 72651A207 | | | | | | |
Meeting Date: 25-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Victor Burk | | For | | Yes | | No |
Management | | Elect Director Kevin S. McCarthy | | For | | Yes | | No |
Management | | Elect Director Harry N. Pefanis | | For | | Yes | | No |
Management | | Elect Director Gary R. Petersen | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
THE SOUTHERN COMPANY | | | | | | |
Ticker: SO | | | | | | | | |
Primary CUSIP: 842587107 | | | | | | |
Meeting Date: 25-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Janaki Akella | | For | | Yes | | No |
Management | | Elect Director Henry A. Clark, III | | For | | Yes | | No |
Management | | Elect Director Anthony F. Earley, Jr. | | For | | Yes | | No |
Management | | Elect Director Thomas A. Fanning | | For | | Yes | | No |
Management | | Elect Director David J. Grain | | For | | Yes | | No |
Management | | Elect Director Colette D. Honorable | | For | | Yes | | No |
Management | | Elect Director Donald M. James | | For | | Yes | | No |
Management | | Elect Director John D. Johns | | For | | Yes | | No |
Management | | Elect Director Dale E. Klein | | For | | Yes | | No |
Management | | Elect Director Ernest J. Moniz | | For | | Yes | | No |
Management | | Elect Director William G. Smith, Jr. | | For | | Yes | | No |
Management | | Elect Director Kristine L. Svinicki | | For | | Yes | | No |
Management | | Elect Director E. Jenner Wood, III | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify Deloitte & Touche LLP as Auditors | | For | | Yes | | No |
Share Holder | | Adopt Simple Majority Vote | | For | | Yes | | No |
| | | | | | | | |
EMERA INC. | | | | | | | | |
Ticker: EMA | | | | | | | | |
Primary CUSIP: 290876101 | | | | | | |
Meeting Date: 26-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Scott C. Balfour | | For | | Yes | | No |
Management | | Elect Director James V. Bertram | | For | | Yes | | No |
Management | | Elect Director Henry E. Demone | | For | | Yes | | No |
Management | | Elect Director Paula Y. Gold-Williams | | For | | Yes | | No |
Management | | Elect Director Kent M. Harvey | | For | | Yes | | No |
Management | | Elect Director B. Lynn Loewen | | For | | Yes | | No |
Management | | Elect Director Ian E. Robertson | | For | | Yes | | No |
Management | | Elect Director Andrea S. Rosen | | For | | Yes | | No |
Management | | Elect Director Richard P. Sergel | | For | | Yes | | No |
Management | | Elect Director M. Jacqueline Sheppard | | For | | Yes | | No |
Management | | Elect Director Karen H. Sheriff | | For | | Yes | | No |
Management | | Elect Director Jochen E. Tilk | | For | | Yes | | No |
Management | | Ratify Ernst & Young LLP as Auditors | | For | | Yes | | No |
Management | | Authorize Board to Fix Remuneration of Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
ONE GAS, INC. | | | | | | | | |
Ticker: OGS | | | | | | | | |
Primary CUSIP: 68235P108 | | | | | | |
Meeting Date: 26-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Robert B. Evans | | For | | Yes | | No |
Management | | Elect Director John W. Gibson | | For | | Yes | | No |
Management | | Elect Director Tracy E. Hart | | For | | Yes | | No |
Management | | Elect Director Michael G. Hutchinson | | For | | Yes | | No |
Management | | Elect Director Robert S. McAnnally | | For | | Yes | | No |
Management | | Elect Director Pattye L. Moore | | For | | Yes | | No |
Management | | Elect Director Eduardo A. Rodriguez | | For | | Yes | | No |
Management | | Elect Director Douglas H. Yaeger | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
| | | | | | | | |
QUANTA SERVICES, INC. | | | | | | |
Ticker: PWR | | | | | | | | |
Primary CUSIP: 74762E102 | | | | | | |
Meeting Date: 27-May-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Elect Director Earl C. (Duke) Austin, Jr. | | For | | Yes | | No |
Management | | Elect Director Doyle N. Beneby | | For | | Yes | | No |
Management | | Elect Director Vincent D. Foster | | For | | Yes | | No |
Management | | Elect Director Bernard Fried | | For | | Yes | | No |
Management | | Elect Director Worthing F. Jackman | | For | | Yes | | No |
Management | | Elect Director Holli C. Ladhani | | For | | Yes | | No |
Management | | Elect Director David M. McClanahan | | For | | Yes | | No |
Management | | Elect Director Margaret B. Shannon | | For | | Yes | | No |
Management | | Elect Director Martha B. Wyrsch | | For | | Yes | | No |
Management | | Advisory Vote to Ratify Named Executive Officers' Compensation | | For | | Yes | | No |
Management | | Ratify PricewaterhouseCoopers LLP as Auditors | | For | | Yes | | No |
Management | | Amend Omnibus Stock Plan | | For | | Yes | | No |
| | | | | | | | |
IBERDROLA SA | | | | | | | | |
Ticker: IBE | | | | | | | | |
Primary CUSIP: E6165F166 | | | | | | |
Meeting Date: 16-Jun-22 | | | | | | |
| | | | | | | | |
Proponent | | Proposal Text | | Vote Instruction | | Voted | | Vote Against Management |
Management | | Approve Consolidated and Standalone Financial Statements | | For | | Yes | | No |
Management | | Approve Consolidated and Standalone Management Reports | | For | | Yes | | No |
Management | | Approve Non-Financial Information Statement | | For | | Yes | | No |
Management | | Approve Discharge of Board | | For | | Yes | | No |
Management | | Renew Appointment of KPMG Auditores as Auditor | | For | | Yes | | No |
Management | | Amend Preamble and Article 7 Re: Company's Purpose, Values and Social Dividend | | For | | Yes | | No |
Management | | Amend Article 16 Re: Engagement Dividend | | For | | Yes | | No |
Management | | Amend Article 11 of General Meeting Regulations Re: Engagement Dividend | | For | | Yes | | No |
Management | | Approve Engagement Dividend | | For | | Yes | | No |
Management | | Approve Allocation of Income and Dividends | | For | | Yes | | No |
Management | | Approve Scrip Dividends | | For | | Yes | | No |
Management | | Approve Scrip Dividends | | For | | Yes | | No |
Management | | Approve Reduction in Share Capital via Amortization of Treasury Shares | | For | | Yes | | No |
Management | | Advisory Vote on Remuneration Report | | For | | Yes | | No |
Management | | Reelect Anthony L. Gardner as Director | | For | | Yes | | No |
Management | | Ratify Appointment of and Elect Maria Angeles Alcala Diaz as Director | | For | | Yes | | No |
Management | | Ratify Appointment of and Elect Isabel Garcia Tejerina as Director | | For | | Yes | | No |
Management | | Fix Number of Directors at 14 | | For | | Yes | | No |
Management | | Authorize Share Repurchase Program | | For | | Yes | | No |
Management | | Authorize Board to Ratify and Execute Approved Resolutions | | For | | Yes | | No |
3M COMPANY | | | | | | | | |
Ticker: MMM | | | | | | | | |
CUSIP: 88579Y101 | | | | | | | | |
Shareholder meeting date: 10-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Thomas "Tony" K. Brown | | Management | | Yes | | For | | No |
Elect Director Pamela J. Craig | | Management | | Yes | | For | | No |
Elect Director David B. Dillon | | Management | | Yes | | For | | No |
Elect Director Michael L. Eskew | | Management | | Yes | | For | | No |
Elect Director James R. Fitterling | | Management | | Yes | | For | | No |
Elect Director Amy E. Hood | | Management | | Yes | | For | | No |
Elect Director Muhtar Kent | | Management | | Yes | | For | | No |
Elect Director Suzan Kereere | | Management | | Yes | | For | | No |
Elect Director Dambisa F. Moyo | | Management | | Yes | | For | | No |
Elect Director Gregory R. Page | | Management | | Yes | | For | | No |
Elect Director Michael F. Roman | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Report on Environmental Costs and Impact on Diversified Shareholders | | Share Holder | | Yes | | Against | | No |
Report on Operations in Communist China | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
A. O. SMITH CORPORATION | | | | | | | | |
Ticker: AOS | | | | | | | | |
CUSIP: 831865209 | | | | | | | | |
Shareholder meeting date: 12-Apr-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Victoria M. Holt | | Management | | Yes | | For | | No |
Elect Director Michael M. Larsen | | Management | | Yes | | For | | No |
Elect Director Idelle K. Wolf | | Management | | Yes | | For | | No |
Elect Director Gene C. Wulf | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
| | | | | | | | |
ABBOTT LABORATORIES | | | | | | | | |
Ticker: ABT | | | | | | | | |
CUSIP: 002824100 | | | | | | | | |
Shareholder meeting date: 29-Apr-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Robert J. Alpern | | Management | | Yes | | For | | No |
Elect Director Sally E. Blount | | Management | | Yes | | For | | No |
Elect Director Robert B. Ford | | Management | | Yes | | For | | No |
Elect Director Paola Gonzalez | | Management | | Yes | | For | | No |
Elect Director Michelle A. Kumbier | | Management | | Yes | | For | | No |
Elect Director Darren W. McDew | | Management | | Yes | | For | | No |
Elect Director Nancy McKinstry | | Management | | Yes | | For | | No |
Elect Director William A. Osborn | | Management | | Yes | | For | | No |
Elect Director Michael F. Roman | | Management | | Yes | | For | | No |
Elect Director Daniel J. Starks | | Management | | Yes | | For | | No |
Elect Director John G. Stratton | | Management | | Yes | | For | | No |
Elect Director Glenn F. Tilton | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
Require Independent Board Chair | | Share Holder | | Yes | | Against | | No |
Adopt Policy on 10b5-1 Plans | | Share Holder | | Yes | | For | | Yes |
Report on Lobbying Payments and Policy | | Share Holder | | Yes | | Against | | No |
Report on Public Health Costs of Antimicrobial Resistance | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
ABBVIE INC. | | | | | | | | |
Ticker: ABBV | | | | | | | | |
CUSIP: 00287Y109 | | | | | | | | |
Shareholder meeting date: 06-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director William H.L. Burnside | | Management | | Yes | | For | | No |
Elect Director Thomas C. Freyman | | Management | | Yes | | For | | No |
Elect Director Brett J. Hart | | Management | | Yes | | For | | No |
Elect Director Edward J. Rapp | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Eliminate Supermajority Vote Requirement | | Management | | Yes | | For | | No |
Require Independent Board Chair | | Share Holder | | Yes | | Against | | No |
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | | Share Holder | | Yes | | For | | Yes |
Report on Board Oversight of Risks Related to Anticompetitive Practices | | Share Holder | | Yes | | For | | Yes |
Report on Congruency of Political Spending with Company Values and Priorities | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
AFLAC INCORPORATED | | | | | | | | |
Ticker: AFL | | | | | | | | |
CUSIP: 001055102 | | | | | | | | |
Shareholder meeting date: 02-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Daniel P. Amos | | Management | | Yes | | For | | No |
Elect Director W. Paul Bowers | | Management | | Yes | | For | | No |
Elect Director Arthur R. Collins | | Management | | Yes | | For | | No |
Elect Director Toshihiko Fukuzawa | | Management | | Yes | | For | | No |
Elect Director Thomas J. Kenny | | Management | | Yes | | For | | No |
Elect Director Georgette D. Kiser | | Management | | Yes | | For | | No |
Elect Director Karole F. Lloyd | | Management | | Yes | | For | | No |
Elect Director Nobuchika Mori | | Management | | Yes | | For | | No |
Elect Director Joseph L. Moskowitz | | Management | | Yes | | For | | No |
Elect Director Barbara K. Rimer | | Management | | Yes | | For | | No |
Elect Director Katherine T. Rohrer | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
| | | | | | | | |
AIR PRODUCTS AND CHEMICALS, INC. | | | | | | | | |
Ticker: APD | | | | | | | | |
CUSIP: 009158106 | | | | | | | | |
Shareholder meeting date: 03-Feb-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Charles I. Cogut | | Management | | Yes | | For | | No |
Elect Director Lisa A. Davis | | Management | | Yes | | For | | No |
Elect Director Seifollah (Seifi) Ghasemi | | Management | | Yes | | For | | No |
Elect Director David H. Y. Ho | | Management | | Yes | | For | | No |
Elect Director Edward L. Monser | | Management | | Yes | | For | | No |
Elect Director Matthew H. Paull | | Management | | Yes | | For | | No |
Elect Director Wayne T. Smith | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
| | | | | | | | |
ALBEMARLE CORPORATION | | | | | | | | |
Ticker: ALB | | | | | | | | |
CUSIP: 012653101 | | | | | | | | |
Shareholder meeting date: 03-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Elect Director Mary Lauren Brlas | | Management | | Yes | | For | | No |
Elect Director Ralf H. Cramer | | Management | | Yes | | For | | No |
Elect Director J. Kent Masters, Jr. | | Management | | Yes | | For | | No |
Elect Director Glenda J. Minor | | Management | | Yes | | For | | No |
Elect Director James J. O'Brien | | Management | | Yes | | For | | No |
Elect Director Diarmuid B. O'Connell | | Management | | Yes | | For | | No |
Elect Director Dean L. Seavers | | Management | | Yes | | For | | No |
Elect Director Gerald A. Steiner | | Management | | Yes | | For | | No |
Elect Director Holly A. Van Deursen | | Management | | Yes | | For | | No |
Elect Director Alejandro D. Wolff | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
| | | | | | | | |
AMCOR PLC | | | | | | | | |
Ticker: AMCR | | | | | | | | |
CUSIP: G0250X107 | | | | | | | | |
Shareholder meeting date: 10-Nov-21 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Graeme Liebelt | | Management | | Yes | | For | | No |
Elect Director Armin Meyer | | Management | | Yes | | For | | No |
Elect Director Ronald Delia | | Management | | Yes | | For | | No |
Elect Director Achal Agarwal | | Management | | Yes | | For | | No |
Elect Director Andrea Bertone | | Management | | Yes | | For | | No |
Elect Director Susan Carter | | Management | | Yes | | For | | No |
Elect Director Karen Guerra | | Management | | Yes | | For | | No |
Elect Director Nicholas (Tom) Long | | Management | | Yes | | For | | No |
Elect Director Arun Nayar | | Management | | Yes | | For | | No |
Elect Director Jeremy Sutcliffe | | Management | | Yes | | For | | No |
Elect Director David Szczupak | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers AG as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
| | | | | | | | |
ARCHER-DANIELS-MIDLAND COMPANY | | | | | | | | |
Ticker: ADM | | | | | | | | |
CUSIP: 039483102 | | | | | | | | |
Shareholder meeting date: 05-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Michael S. Burke | | Management | | Yes | | For | | No |
Elect Director Theodore Colbert | | Management | | Yes | | For | | No |
Elect Director Terrell K. Crews | | Management | | Yes | | For | | No |
Elect Director Donald E. Felsinger | | Management | | Yes | | For | | No |
Elect Director Suzan F. Harrison | | Management | | Yes | | For | | No |
Elect Director Juan R. Luciano | | Management | | Yes | | For | | No |
Elect Director Patrick J. Moore | | Management | | Yes | | For | | No |
Elect Director Francisco J. Sanchez | | Management | | Yes | | For | | No |
Elect Director Debra A. Sandler | | Management | | Yes | | For | | No |
Elect Director Lei Z. Schlitz | | Management | | Yes | | For | | No |
Elect Director Kelvin R. Westbrook | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | Against | | No |
Report on Pesticide Use in the Company's Supply Chain | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
ATMOS ENERGY CORPORATION | | | | | | | | |
Ticker: ATO | | | | | | | | |
CUSIP: 049560105 | | | | | | | | |
Shareholder meeting date: 09-Feb-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director J. Kevin Akers | | Management | | Yes | | For | | No |
Elect Director Kim R. Cocklin | | Management | | Yes | | For | | No |
Elect Director Kelly H. Compton | | Management | | Yes | | For | | No |
Elect Director Sean Donohue | | Management | | Yes | | For | | No |
Elect Director Rafael G. Garza | | Management | | Yes | | For | | No |
Elect Director Richard K. Gordon | | Management | | Yes | | For | | No |
Elect Director Nancy K. Quinn | | Management | | Yes | | For | | No |
Elect Director Richard A. Sampson | | Management | | Yes | | For | | No |
Elect Director Diana J. Walters | | Management | | Yes | | For | | No |
Elect Director Frank Yoho | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Advisory Vote on Say on Pay Frequency | | Management | | Yes | | One Year | | No |
| | | | | | | | |
AUTOMATIC DATA PROCESSING, INC. | | | | | | | | |
Ticker: ADP | | | | | | | | |
CUSIP: 053015103 | | | | | | | | |
Shareholder meeting date: 10-Nov-21 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Peter Bisson | | Management | | Yes | | For | | No |
Elect Director Richard T. Clark | | Management | | Yes | | For | | No |
Elect Director Linnie M. Haynesworth | | Management | | Yes | | For | | No |
Elect Director John P. Jones | | Management | | Yes | | For | | No |
Elect Director Francine S. Katsoudas | | Management | | Yes | | For | | No |
Elect Director Nazzic S. Keene | | Management | | Yes | | For | | No |
Elect Director Thomas J. Lynch | | Management | | Yes | | For | | No |
Elect Director Scott F. Powers | | Management | | Yes | | For | | No |
Elect Director William J. Ready | | Management | | Yes | | For | | No |
Elect Director Carlos A. Rodriguez | | Management | | Yes | | For | | No |
Elect Director Sandra S. Wijnberg | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
Report on Workforce Engagement in Governance | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
BECTON, DICKINSON AND COMPANY | | | | | | | | |
Ticker: BDX | | | | | | | | |
CUSIP: 075887109 | | | | | | | | |
Shareholder meeting date: 25-Jan-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Catherine M. Burzik | | Management | | Yes | | For | | No |
Elect Director Carrie L. Byington | | Management | | Yes | | For | | No |
Elect Director R. Andrew Eckert | | Management | | Yes | | For | | No |
Elect Director Claire M. Fraser | | Management | | Yes | | For | | No |
Elect Director Jeffrey W. Henderson | | Management | | Yes | | For | | No |
Elect Director Christopher Jones | | Management | | Yes | | For | | No |
Elect Director Marshall O. Larsen | | Management | | Yes | | For | | No |
Elect Director David F. Melcher | | Management | | Yes | | For | | No |
Elect Director Thomas E. Polen | | Management | | Yes | | For | | No |
Elect Director Claire Pomeroy | | Management | | Yes | | For | | No |
Elect Director Timothy M. Ring | | Management | | Yes | | For | | No |
Elect Director Bertram L. Scott | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
BROWN & BROWN, INC. | | | | | | | | |
Ticker: BRO | | | | | | | | |
CUSIP: 115236101 | | | | | | | | |
Shareholder meeting date: 04-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director J. Hyatt Brown | | Management | | Yes | | For | | No |
Elect Director Hugh M. Brown | | Management | | Yes | | For | | No |
Elect Director J. Powell Brown | | Management | | Yes | | For | | No |
Elect Director Lawrence L. Gellerstedt, III | | Management | | Yes | | For | | No |
Elect Director James C. Hays | | Management | | Yes | | For | | No |
Elect Director Theodore J. Hoepner | | Management | | Yes | | For | | No |
Elect Director James S. Hunt | | Management | | Yes | | For | | No |
Elect Director Toni Jennings | | Management | | Yes | | For | | No |
Elect Director Timothy R.M. Main | | Management | | Yes | | For | | No |
Elect Director H. Palmer Proctor, Jr. | | Management | | Yes | | For | | No |
Elect Director Wendell S. Reilly | | Management | | Yes | | For | | No |
Elect Director Chilton D. Varner | | Management | | Yes | | For | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
| | | | | | | | |
CARDINAL HEALTH, INC. | | | | | | | | |
Ticker: CAH | | | | | | | | |
CUSIP: 14149Y108 | | | | | | | | |
Shareholder meeting date: 05-Nov-21 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Carrie S. Cox | | Management | | Yes | | For | | No |
Elect Director Bruce L. Downey | | Management | | Yes | | For | | No |
Elect Director Sheri H. Edison | | Management | | Yes | | For | | No |
Elect Director David C. Evans | | Management | | Yes | | For | | No |
Elect Director Patricia A. Hemingway Hall | | Management | | Yes | | For | | No |
Elect Director Akhil Johri | | Management | | Yes | | For | | No |
Elect Director Michael C. Kaufmann | | Management | | Yes | | For | | No |
Elect Director Gregory B. Kenny | | Management | | Yes | | For | | No |
Elect Director Nancy Killefer | | Management | | Yes | | For | | No |
Elect Director Dean A. Scarborough | | Management | | Yes | | For | | No |
Elect Director John H. Weiland | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Approve Omnibus Stock Plan | | Management | | Yes | | For | | No |
Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Management | | Yes | | For | | No |
Require Independent Board Chair | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
CATERPILLAR INC. | | | | | | | | |
Ticker: CAT | | | | | | | | |
CUSIP: 149123101 | | | | | | | | |
Shareholder meeting date: 08-Jun-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Kelly A. Ayotte | | Management | | Yes | | For | | No |
Elect Director David L. Calhoun | | Management | | Yes | | For | | No |
Elect Director Daniel M. Dickinson | | Management | | Yes | | For | | No |
Elect Director Gerald Johnson | | Management | | Yes | | For | | No |
Elect Director David W. MacLennan | | Management | | Yes | | For | | No |
Elect Director Debra L. Reed-Klages | | Management | | Yes | | For | | No |
Elect Director Edward B. Rust, Jr. | | Management | | Yes | | For | | No |
Elect Director Susan C. Schwab | | Management | | Yes | | For | | No |
Elect Director D. James Umpleby, III | | Management | | Yes | | For | | No |
Elect Director Rayford Wilkins, Jr. | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Report on Long-Term Greenhouse Gas Targets Aligned with Paris Agreement | | Share Holder | | Yes | | For | | No |
Report on Lobbying Payments and Policy | | Share Holder | | Yes | | For | | Yes |
Report on Risks of Doing Business in Conflict-Affected Areas | | Share Holder | | Yes | | Against | | No |
Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
CHEVRON CORPORATION | | | | | | | | |
Ticker: CVX | | | | | | | | |
CUSIP: 166764100 | | | | | | | | |
Shareholder meeting date: 25-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Wanda M. Austin | | Management | | Yes | | For | | No |
Elect Director John B. Frank | | Management | | Yes | | For | | No |
Elect Director Alice P. Gast | | Management | | Yes | | For | | No |
Elect Director Enrique Hernandez, Jr. | | Management | | Yes | | For | | No |
Elect Director Marillyn A. Hewson | | Management | | Yes | | For | | No |
Elect Director Jon M. Huntsman Jr. | | Management | | Yes | | For | | No |
Elect Director Charles W. Moorman | | Management | | Yes | | For | | No |
Elect Director Dambisa F. Moyo | | Management | | Yes | | For | | No |
Elect Director Debra Reed-Klages | | Management | | Yes | | For | | No |
Elect Director Ronald D. Sugar | | Management | | Yes | | For | | No |
Elect Director D. James Umpleby, III | | Management | | Yes | | For | | No |
Elect Director Michael K. Wirth | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | Against | | Yes |
Approve Omnibus Stock Plan | | Management | | Yes | | For | | No |
Adopt Medium and Long-Term GHG Emissions Reduction Targets | | Share Holder | | Yes | | For | | Yes |
Issue Audited Net-Zero Scenario Analysis Report | | Share Holder | | Yes | | For | | Yes |
Oversee and Report on Reliability of Methane Emission Disclosures | | Share Holder | | Yes | | For | | No |
Report on Business with Conflict-Complicit Governments | | Share Holder | | Yes | | Against | | No |
Oversee and Report a Racial Equity Audit | | Share Holder | | Yes | | For | | Yes |
Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
CHUBB LIMITED | | | | | | | | |
Ticker: CB | | | | | | | | |
CUSIP: H1467J104 | | | | | | | | |
Shareholder meeting date: 03-Nov-21 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Ratify Share Repurchase Program | | Management | | Yes | | For | | No |
Approve CHF 349,339,410 Reduction in Share Capital via Cancellation of Repurchased Shares | | Management | | Yes | | For | | No |
Transact Other Business (Voting) | | Management | | Yes | | Against | | Yes |
| | | | | | | | |
CHUBB LIMITED | | | | | | | | |
Ticker: CB | | | | | | | | |
CUSIP: H1467J104 | | | | | | | | |
Shareholder meeting date: 19-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Accept Financial Statements and Statutory Reports | | Management | | Yes | | For | | No |
Allocate Disposable Profit | | Management | | Yes | | For | | No |
Approve Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount | | Management | | Yes | | For | | No |
Approve Discharge of Board of Directors | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm | | Management | | Yes | | For | | No |
Ratify BDO AG (Zurich) as Special Audit Firm | | Management | | Yes | | For | | No |
Elect Director Evan G. Greenberg | | Management | | Yes | | For | | No |
Elect Director Michael P. Connors | | Management | | Yes | | For | | No |
Elect Director Michael G. Atieh | | Management | | Yes | | For | | No |
Elect Director Kathy Bonanno | | Management | | Yes | | For | | No |
Elect Director Sheila P. Burke | | Management | | Yes | | For | | No |
Elect Director Mary Cirillo | | Management | | Yes | | For | | No |
Elect Director Robert J. Hugin | | Management | | Yes | | For | | No |
Elect Director Robert W. Scully | | Management | | Yes | | For | | No |
Elect Director Theodore E. Shasta | | Management | | Yes | | For | | No |
Elect Director David H. Sidwell | | Management | | Yes | | For | | No |
Elect Director Olivier Steimer | | Management | | Yes | | For | | No |
Elect Director Luis Tellez | | Management | | Yes | | For | | No |
Elect Director Frances F. Townsend | | Management | | Yes | | For | | No |
Elect Evan G. Greenberg as Board Chairman | | Management | | Yes | | Against | | Yes |
Elect Michael P. Connors as Member of the Compensation Committee | | Management | | Yes | | For | | No |
Elect Mary Cirillo as Member of the Compensation Committee | | Management | | Yes | | For | | No |
Elect Frances F. Townsend as Member of the Compensation Committee | | Management | | Yes | | For | | No |
Designate Homburger AG as Independent Proxy | | Management | | Yes | | For | | No |
Approve Creation of Authorized Capital With or Without Preemptive Rights | | Management | | Yes | | For | | No |
Approve CHF 318,275,265 Reduction in Share Capital via Cancellation of Repurchased Shares | | Management | | Yes | | For | | No |
Approve Remuneration of Directors in the Amount of USD 4.8 Million | | Management | | Yes | | For | | No |
Approve Remuneration of Executive Management in the Amount of USD 54 Million for Fiscal 2023 | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Adopt and Disclose Policies to Ensure Underwriting Does Not Support New Fossil Fuel Supplies | | Share Holder | | Yes | | Against | | No |
Report on Efforts to Reduce GHG Emissions Associated with Underwriting, Insuring, and Investing | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
CHURCH & DWIGHT CO., INC. | | | | | | | | |
Ticker: CHD | | | | | | | | |
CUSIP: 171340102 | | | | | | | | |
Shareholder meeting date: 28-Apr-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Bradlen S. Cashaw | | Management | | Yes | | For | | No |
Elect Director James R. Craigie | | Management | | Yes | | For | | No |
Elect Director Matthew T. Farrell | | Management | | Yes | | For | | No |
Elect Director Bradley C. Irwin | | Management | | Yes | | For | | No |
Elect Director Penry W. Price | | Management | | Yes | | For | | No |
Elect Director Susan G. Saideman | | Management | | Yes | | For | | No |
Elect Director Ravichandra K. Saligram | | Management | | Yes | | For | | No |
Elect Director Robert K. Shearer | | Management | | Yes | | For | | No |
Elect Director Janet S. Vergis | | Management | | Yes | | For | | No |
Elect Director Arthur B. Winkleblack | | Management | | Yes | | For | | No |
Elect Director Laurie J. Yoler | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
Amend Omnibus Stock Plan | | Management | | Yes | | For | | No |
Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
CINCINNATI FINANCIAL CORPORATION | | | | | | | | |
Ticker: CINF | | | | | | | | |
CUSIP: 172062101 | | | | | | | | |
Shareholder meeting date: 07-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Thomas J. Aaron | | Management | | Yes | | For | | No |
Elect Director William F. Bahl | | Management | | Yes | | For | | No |
Elect Director Nancy C. Benacci | | Management | | Yes | | For | | No |
Elect Director Linda W. Clement-Holmes | | Management | | Yes | | For | | No |
Elect Director Dirk J. Debbink | | Management | | Yes | | For | | No |
Elect Director Steven J. Johnston | | Management | | Yes | | For | | No |
Elect Director Jill P. Meyer | | Management | | Yes | | For | | No |
Elect Director David P. Osborn | | Management | | Yes | | For | | No |
Elect Director Gretchen W. Schar | | Management | | Yes | | For | | No |
Elect Director Charles O. Schiff | | Management | | Yes | | For | | No |
Elect Director Douglas S. Skidmore | | Management | | Yes | | For | | No |
Elect Director John F. Steele, Jr. | | Management | | Yes | | For | | No |
Elect Director Larry R. Webb | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
| | | | | | | | |
CINTAS CORPORATION | | | | | | | | |
Ticker: CTAS | | | | | | | | |
CUSIP: 172908105 | | | | | | | | |
Shareholder meeting date: 26-Oct-21 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Gerald S. Adolph | | Management | | Yes | | For | | No |
Elect Director John F. Barrett | | Management | | Yes | | For | | No |
Elect Director Melanie W. Barstad | | Management | | Yes | | For | | No |
Elect Director Karen L. Carnahan | | Management | | Yes | | For | | No |
Elect Director Robert E. Coletti | | Management | | Yes | | For | | No |
Elect Director Scott D. Farmer | | Management | | Yes | | For | | No |
Elect Director Joseph Scaminace | | Management | | Yes | | For | | No |
Elect Director Todd M. Schneider | | Management | | Yes | | For | | No |
Elect Director Ronald W. Tysoe | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Eliminate Supermajority Vote Requirement | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
COLGATE-PALMOLIVE COMPANY | | | | | | | | |
Ticker: CL | | | | | | | | |
CUSIP: 194162103 | | | | | | | | |
Shareholder meeting date: 06-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director John P. Bilbrey | | Management | | Yes | | For | | No |
Elect Director John T. Cahill | | Management | | Yes | | For | | No |
Elect Director Lisa M. Edwards | | Management | | Yes | | For | | No |
Elect Director C. Martin Harris | | Management | | Yes | | For | | No |
Elect Director Martina Hund-Mejean | | Management | | Yes | | For | | No |
Elect Director Kimberly A. Nelson | | Management | | Yes | | For | | No |
Elect Director Lorrie M. Norrington | | Management | | Yes | | For | | No |
Elect Director Michael B. Polk | | Management | | Yes | | For | | No |
Elect Director Stephen I. Sadove | | Management | | Yes | | For | | No |
Elect Director Noel R. Wallace | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | | Share Holder | | Yes | | For | | Yes |
Report on Charitable Contributions | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
CONSOLIDATED EDISON, INC. | | | | | | | | |
Ticker: ED | | | | | | | | |
CUSIP: 209115104 | | | | | | | | |
Shareholder meeting date: 16-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Timothy P. Cawley | | Management | | Yes | | For | | No |
Elect Director Ellen V. Futter | | Management | | Yes | | For | | No |
Elect Director John F. Killian | | Management | | Yes | | For | | No |
Elect Director Karol V. Mason | | Management | | Yes | | For | | No |
Elect Director John McAvoy | | Management | | Yes | | For | | No |
Elect Director Dwight A. McBride | | Management | | Yes | | For | | No |
Elect Director William J. Mulrow | | Management | | Yes | | For | | No |
Elect Director Armando J. Olivera | | Management | | Yes | | For | | No |
Elect Director Michael W. Ranger | | Management | | Yes | | For | | No |
Elect Director Linda S. Sanford | | Management | | Yes | | For | | No |
Elect Director Deirdre Stanley | | Management | | Yes | | For | | No |
Elect Director L. Frederick Sutherland | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
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DOVER CORPORATION | | | | | | | | |
Ticker: DOV | | | | | | | | |
CUSIP: 260003108 | | | | | | | | |
Shareholder meeting date: 06-May-22 | | | | | | | | |
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Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Deborah L. DeHaas | | Management | | Yes | | For | | No |
Elect Director H. John Gilbertson, Jr. | | Management | | Yes | | For | | No |
Elect Director Kristiane C. Graham | | Management | | Yes | | For | | No |
Elect Director Michael F. Johnston | | Management | | Yes | | For | | No |
Elect Director Eric A. Spiegel | | Management | | Yes | | For | | No |
Elect Director Richard J. Tobin | | Management | | Yes | | For | | No |
Elect Director Stephen M. Todd | | Management | | Yes | | For | | No |
Elect Director Stephen K. Wagner | | Management | | Yes | | For | | No |
Elect Director Keith E. Wandell | | Management | | Yes | | For | | No |
Elect Director Mary A. Winston | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Provide Right to Act by Written Consent | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
ECOLAB INC. | | | | | | | | |
Ticker: ECL | | | | | | | | |
CUSIP: 278865100 | | | | | | | | |
Shareholder meeting date: 05-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Shari L. Ballard | | Management | | Yes | | For | | No |
Elect Director Barbara J. Beck | | Management | | Yes | | For | | No |
Elect Director Christophe Beck | | Management | | Yes | | For | | No |
Elect Director Jeffrey M. Ettinger | | Management | | Yes | | For | | No |
Elect Director Arthur J. Higgins | | Management | | Yes | | For | | No |
Elect Director Michael Larson | | Management | | Yes | | For | | No |
Elect Director David W. MacLennan | | Management | | Yes | | For | | No |
Elect Director Tracy B. McKibben | | Management | | Yes | | For | | No |
Elect Director Lionel L. Nowell, III | | Management | | Yes | | For | | No |
Elect Director Victoria J. Reich | | Management | | Yes | | For | | No |
Elect Director Suzanne M. Vautrinot | | Management | | Yes | | For | | No |
Elect Director John J. Zillmer | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
EMERSON ELECTRIC CO. | | | | | | | | |
Ticker: EMR | | | | | | | | |
CUSIP: 291011104 | | | | | | | | |
Shareholder meeting date: 01-Feb-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Joshua B. Bolten | | Management | | Yes | | For | | No |
Elect Director William H. Easter, III | | Management | | Yes | | For | | No |
Elect Director Surendralal (Lal) L. Karsanbhai | | Management | | Yes | | For | | No |
Elect Director Lori M. Lee | | Management | | Yes | | For | | No |
Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
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ESSEX PROPERTY TRUST, INC. | | | | | | | | |
Ticker: ESS | | | | | | | | |
CUSIP: 297178105 | | | | | | | | |
Shareholder meeting date: 10-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Keith R. Guericke | | Management | | Yes | | For | | No |
Elect Director Maria R. Hawthorne | | Management | | Yes | | For | | No |
Elect Director Amal M. Johnson | | Management | | Yes | | For | | No |
Elect Director Mary Kasaris | | Management | | Yes | | For | | No |
Elect Director Irving F. Lyons, III | | Management | | Yes | | For | | No |
Elect Director George M. Marcus | | Management | | Yes | | For | | No |
Elect Director Thomas E. Robinson | | Management | | Yes | | For | | No |
Elect Director Michael J. Schall | | Management | | Yes | | For | | No |
Elect Director Byron A. Scordelis | | Management | | Yes | | For | | No |
Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
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EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. | | | | | | | | |
Ticker: EXPD | | | | | | | | |
CUSIP: 302130109 | | | | | | | | |
Shareholder meeting date: 03-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Glenn M. Alger | | Management | | Yes | | For | | No |
Elect Director Robert P. Carlile | | Management | | Yes | | For | | No |
Elect Director James M. DuBois | | Management | | Yes | | For | | No |
Elect Director Mark A. Emmert | | Management | | Yes | | For | | No |
Elect Director Diane H. Gulyas | | Management | | Yes | | For | | No |
Elect Director Jeffrey S. Musser | | Management | | Yes | | For | | No |
Elect Director Brandon S. Pedersen | | Management | | Yes | | For | | No |
Elect Director Liane J. Pelletier | | Management | | Yes | | For | | No |
Elect Director Olivia D. Polius | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
Report on Political Contributions and Expenditures | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
EXXON MOBIL CORPORATION | | | | | | | | |
Ticker: XOM | | | | | | | | |
CUSIP: 30231G102 | | | | | | | | |
Shareholder meeting date: 25-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Michael J. Angelakis | | Management | | Yes | | For | | No |
Elect Director Susan K. Avery | | Management | | Yes | | For | | No |
Elect Director Angela F. Braly | | Management | | Yes | | For | | No |
Elect Director Ursula M. Burns | | Management | | Yes | | For | | No |
Elect Director Gregory J. Goff | | Management | | Yes | | For | | No |
Elect Director Kaisa H. Hietala | | Management | | Yes | | For | | No |
Elect Director Joseph L. Hooley | | Management | | Yes | | For | | No |
Elect Director Steven A. Kandarian | | Management | | Yes | | For | | No |
Elect Director Alexander A. Karsner | | Management | | Yes | | For | | No |
Elect Director Jeffrey W. Ubben | | Management | | Yes | | For | | No |
Elect Director Darren W. Woods | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Remove Executive Perquisites | | Share Holder | | Yes | | For | | Yes |
Amend Bylaws to Limit Shareholder Rights for Proposal Submission | | Share Holder | | Yes | | Against | | No |
Set GHG Emissions Reduction targets Consistent With Paris Agreement Goal | | Share Holder | | Yes | | For | | Yes |
Report on Low Carbon Business Planning | | Share Holder | | Yes | | Against | | No |
Report on Scenario Analysis Consistent with International Energy Agency's Net Zero by 2050 | | Share Holder | | Yes | | For | | Yes |
Report on Reducing Plastic Pollution | | Share Holder | | Yes | | For | | Yes |
Report on Political Contributions and Expenditures | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
FEDERAL REALTY INVESTMENT TRUST | | | | | | | | |
Ticker: FRT | | | | | | | | |
CUSIP: 313745101 | | | | | | | | |
Shareholder meeting date: 04-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director David W. Faeder | | Management | | Yes | | For | | No |
Elect Director Elizabeth I. Holland | | Management | | Yes | | For | | No |
Elect Director Nicole Y. Lamb-Hale | | Management | | Yes | | For | | No |
Elect Director Anthony P. Nader, III | | Management | | Yes | | For | | No |
Elect Director Mark S. Ordan | | Management | | Yes | | For | | No |
Elect Director Gail P. Steinel | | Management | | Yes | | For | | No |
Elect Director Donald C. Wood | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Grant Thornton, LLP as Auditors | | Management | | Yes | | For | | No |
| | | | | | | | |
FRANKLIN RESOURCES, INC. | | | | | | | | |
Ticker: BEN | | | | | | | | |
CUSIP: 354613101 | | | | | | | | |
Shareholder meeting date: 23-Feb-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Mariann Byerwalter | | Management | | Yes | | For | | No |
Elect Director Alexander S. Friedman | | Management | | Yes | | For | | No |
Elect Director Gregory E. Johnson | | Management | | Yes | | For | | No |
Elect Director Jennifer M. Johnson | | Management | | Yes | | For | | No |
Elect Director Rupert H. Johnson, Jr. | | Management | | Yes | | For | | No |
Elect Director John Y. Kim | | Management | | Yes | | For | | No |
Elect Director Karen M. King | | Management | | Yes | | For | | No |
Elect Director Anthony J. Noto | | Management | | Yes | | For | | No |
Elect Director John W. Thiel | | Management | | Yes | | For | | No |
Elect Director Seth H. Waugh | | Management | | Yes | | For | | No |
Elect Director Geoffrey Y. Yang | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
| | | | | | | | |
GENERAL DYNAMICS CORPORATION | | | | | | | | |
Ticker: GD | | | | | | | | |
CUSIP: 369550108 | | | | | | | | |
Shareholder meeting date: 04-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director James S. Crown | | Management | | Yes | | For | | No |
Elect Director Rudy F. deLeon | | Management | | Yes | | For | | No |
Elect Director Cecil D. Haney | | Management | | Yes | | For | | No |
Elect Director Mark M. Malcolm | | Management | | Yes | | For | | No |
Elect Director James N. Mattis | | Management | | Yes | | For | | No |
Elect Director Phebe N. Novakovic | | Management | | Yes | | For | | No |
Elect Director C. Howard Nye | | Management | | Yes | | For | | No |
Elect Director Catherine B. Reynolds | | Management | | Yes | | For | | No |
Elect Director Laura J. Schumacher | | Management | | Yes | | For | | No |
Elect Director Robert K. Steel | | Management | | Yes | | For | | No |
Elect Director John G. Stratton | | Management | | Yes | | For | | No |
Elect Director Peter A. Wall | | Management | | Yes | | For | | No |
Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Require Independent Board Chair | | Share Holder | | Yes | | For | | Yes |
Report on Human Rights Due Diligence | | Share Holder | | Yes | | For | | Yes |
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GENUINE PARTS COMPANY | | | | | | | | |
Ticker: GPC | | | | | | | | |
CUSIP: 372460105 | | | | | | | | |
Shareholder meeting date: 28-Apr-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Elizabeth W. Camp | | Management | | Yes | | For | | No |
Elect Director Richard Cox, Jr. | | Management | | Yes | | For | | No |
Elect Director Paul D. Donahue | | Management | | Yes | | For | | No |
Elect Director Gary P. Fayard | | Management | | Yes | | For | | No |
Elect Director P. Russell Hardin | | Management | | Yes | | For | | No |
Elect Director John R. Holder | | Management | | Yes | | For | | No |
Elect Director Donna W. Hyland | | Management | | Yes | | For | | No |
Elect Director John D. Johns | | Management | | Yes | | For | | No |
Elect Director Jean-Jacques Lafont | | Management | | Yes | | For | | No |
Elect Director Robert C. 'Robin' Loudermilk, Jr. | | Management | | Yes | | For | | No |
Elect Director Wendy B. Needham | | Management | | Yes | | For | | No |
Elect Director Juliette W. Pryor | | Management | | Yes | | For | | No |
Elect Director E. Jenner Wood, III | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
| | | | | | | | |
HORMEL FOODS CORPORATION | | | | | | | | |
Ticker: HRL | | | | | | | | |
CUSIP: 440452100 | | | | | | | | |
Shareholder meeting date: 25-Jan-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Prama Bhatt | | Management | | Yes | | For | | No |
Elect Director Gary C. Bhojwani | | Management | | Yes | | For | | No |
Elect Director Terrell K. Crews | | Management | | Yes | | For | | No |
Elect Director Stephen M. Lacy | | Management | | Yes | | For | | No |
Elect Director Elsa A. Murano | | Management | | Yes | | For | | No |
Elect Director Susan K. Nestegard | | Management | | Yes | | For | | No |
Elect Director William A. Newlands | | Management | | Yes | | For | | No |
Elect Director Christopher J. Policinski | | Management | | Yes | | For | | No |
Elect Director Jose Luis Prado | | Management | | Yes | | For | | No |
Elect Director Sally J. Smith | | Management | | Yes | | For | | No |
Elect Director James P. Snee | | Management | | Yes | | For | | No |
Elect Director Steven A. White | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Report on Public Health Impacts of Antibiotic Use in Product Supply Chain | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
ILLINOIS TOOL WORKS INC. | | | | | | | | |
Ticker: ITW | | | | | | | | |
CUSIP: 452308109 | | | | | | | | |
Shareholder meeting date: 06-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Daniel J. Brutto | | Management | | Yes | | For | | No |
Elect Director Susan Crown | | Management | | Yes | | For | | No |
Elect Director Darrell L. Ford | | Management | | Yes | | For | | No |
Elect Director James W. Griffith | | Management | | Yes | | For | | No |
Elect Director Jay L. Henderson | | Management | | Yes | | For | | No |
Elect Director Richard H. Lenny | | Management | | Yes | | For | | No |
Elect Director E. Scott Santi | | Management | | Yes | | For | | No |
Elect Director David B. Smith, Jr. | | Management | | Yes | | For | | No |
Elect Director Pamela B. Strobel | | Management | | Yes | | For | | No |
Elect Director Anre D. Williams | | Management | | Yes | | For | | No |
Ratify Deloitte & Touche LLP as Auditor | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
INTERNATIONAL BUSINESS MACHINES CORPORATION | | | | | | | | |
Ticker: IBM | | | | | | | | |
CUSIP: 459200101 | | | | | | | | |
Shareholder meeting date: 26-Apr-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Thomas Buberl | | Management | | Yes | | For | | No |
Elect Director David N. Farr | | Management | | Yes | | For | | No |
Elect Director Alex Gorsky | | Management | | Yes | | For | | No |
Elect Director Michelle J. Howard | | Management | | Yes | | For | | No |
Elect Director Arvind Krishna | | Management | | Yes | | For | | No |
Elect Director Andrew N. Liveris | | Management | | Yes | | For | | No |
Elect Director Frederick William McNabb, III | | Management | | Yes | | For | | No |
Elect Director Martha E. Pollack | | Management | | Yes | | For | | No |
Elect Director Joseph R. Swedish | | Management | | Yes | | For | | No |
Elect Director Peter R. Voser | | Management | | Yes | | For | | No |
Elect Director Frederick H. Waddell | | Management | | Yes | | For | | No |
Elect Director Alfred W. Zollar | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
Require Independent Board Chair | | Share Holder | | Yes | | For | | Yes |
Report on Concealment Clauses | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
JOHNSON & JOHNSON | | | | | | | | |
Ticker: JNJ | | | | | | | | |
CUSIP: 478160104 | | | | | | | | |
Shareholder meeting date: 28-Apr-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Darius Adamczyk | | Management | | Yes | | For | | No |
Elect Director Mary C. Beckerle | | Management | | Yes | | For | | No |
Elect Director D. Scott Davis | | Management | | Yes | | For | | No |
Elect Director Ian E. L. Davis | | Management | | Yes | | For | | No |
Elect Director Jennifer A. Doudna | | Management | | Yes | | For | | No |
Elect Director Joaquin Duato | | Management | | Yes | | For | | No |
Elect Director Alex Gorsky | | Management | | Yes | | For | | No |
Elect Director Marillyn A. Hewson | | Management | | Yes | | For | | No |
Elect Director Hubert Joly | | Management | | Yes | | For | | No |
Elect Director Mark B. McClellan | | Management | | Yes | | For | | No |
Elect Director Anne M. Mulcahy | | Management | | Yes | | For | | No |
Elect Director A. Eugene Washington | | Management | | Yes | | For | | No |
Elect Director Mark A. Weinberger | | Management | | Yes | | For | | No |
Elect Director Nadja Y. West | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Approve Omnibus Stock Plan | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
Adopt a Mandatory Arbitration Bylaw *Withdrawn Resolution* | | Share Holder | | Yes | | | | No |
Report on a Civil Rights, Equity, Diversity and Inclusion Audit | | Share Holder | | Yes | | Against | | No |
Oversee and Report a Racial Equity Audit | | Share Holder | | Yes | | For | | Yes |
Report on Government Financial Support and Access to COVID-19 Vaccines and Therapeutics | | Share Holder | | Yes | | For | | Yes |
Report on Public Health Costs of Limited Sharing of Vaccine Technology | | Share Holder | | Yes | | Against | | No |
Discontinue Global Sales of Baby Powder Containing Talc | | Share Holder | | Yes | | Against | | No |
Report on Charitable Contributions | | Share Holder | | Yes | | Against | | No |
Publish Third-Party Review of Alignment of Company's Lobbying Activities with its Public Statements | | Share Holder | | Yes | | For | | Yes |
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | | Share Holder | | Yes | | For | | Yes |
Consider Pay Disparity Between Executives and Other Employees | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
KIMBERLY-CLARK CORPORATION | | | | | | | | |
Ticker: KMB | | | | | | | | |
CUSIP: 494368103 | | | | | | | | |
Shareholder meeting date: 27-Apr-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Sylvia M. Burwell | | Management | | Yes | | For | | No |
Elect Director John W. Culver | | Management | | Yes | | For | | No |
Elect Director Robert W. Decherd | | Management | | Yes | | For | | No |
Elect Director Michael D. Hsu | | Management | | Yes | | For | | No |
Elect Director Mae C. Jemison | | Management | | Yes | | For | | No |
Elect Director S. Todd Maclin | | Management | | Yes | | For | | No |
Elect Director Deirdre A. Mahlan | | Management | | Yes | | For | | No |
Elect Director Sherilyn S. McCoy | | Management | | Yes | | For | | No |
Elect Director Christa S. Quarles | | Management | | Yes | | For | | No |
Elect Director Jaime A. Ramirez | | Management | | Yes | | For | | No |
Elect Director Dunia A. Shive | | Management | | Yes | | For | | No |
Elect Director Mark T. Smucker | | Management | | Yes | | For | | No |
Elect Director Michael D. White | | Management | | Yes | | For | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
| | | | | | | | |
LINDE PLC | | | | | | | | |
Ticker: LIN | | | | | | | | |
CUSIP: G5494J103 | | | | | | | | |
Shareholder meeting date: 26-Jul-21 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Wolfgang H. Reitzle | | Management | | Yes | | For | | No |
Elect Director Stephen F. Angel | | Management | | Yes | | For | | No |
Elect Director Ann-Kristin Achleitner | | Management | | Yes | | For | | No |
Elect Director Clemens A. H. Borsig | | Management | | Yes | | For | | No |
Elect Director Nance K. Dicciani | | Management | | Yes | | For | | No |
Elect Director Thomas Enders | | Management | | Yes | | For | | No |
Elect Director Franz Fehrenbach | | Management | | Yes | | For | | No |
Elect Director Edward G. Galante | | Management | | Yes | | For | | No |
Elect Director Larry D. McVay | | Management | | Yes | | For | | No |
Elect Director Victoria E. Ossadnik | | Management | | Yes | | For | | No |
Elect Director Martin H. Richenhagen | | Management | | Yes | | For | | No |
Elect Director Robert L. Wood | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers as Auditors | | Management | | Yes | | For | | No |
Authorize Board to Fix Remuneration of Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Approve Remuneration Policy | | Management | | Yes | | For | | No |
Approve Remuneration Report | | Management | | Yes | | For | | No |
Approve Omnibus Stock Plan | | Management | | Yes | | For | | No |
Determine Price Range for Reissuance of Treasury Shares | | Management | | Yes | | For | | No |
| | | | | | | | |
LOWE'S COMPANIES, INC. | | | | | | | | |
Ticker: LOW | | | | | | | | |
CUSIP: 548661107 | | | | | | | | |
Shareholder meeting date: 27-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Raul Alvarez | | Management | | Yes | | For | | No |
Elect Director David H. Batchelder | | Management | | Yes | | For | | No |
Elect Director Sandra B. Cochran | | Management | | Yes | | For | | No |
Elect Director Laurie Z. Douglas | | Management | | Yes | | For | | No |
Elect Director Richard W. Dreiling | | Management | | Yes | | For | | No |
Elect Director Marvin R. Ellison | | Management | | Yes | | For | | No |
Elect Director Daniel J. Heinrich | | Management | | Yes | | For | | No |
Elect Director Brian C. Rogers | | Management | | Yes | | For | | No |
Elect Director Bertram L. Scott | | Management | | Yes | | For | | No |
Elect Director Colleen Taylor | | Management | | Yes | | For | | No |
Elect Director Mary Beth West | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
Amend Omnibus Stock Plan | | Management | | Yes | | For | | No |
Report on Median Gender/Racial Pay Gap | | Share Holder | | Yes | | For | | Yes |
Amend Proxy Access Right | | Share Holder | | Yes | | For | | Yes |
Report on Risks of State Policies Restricting Reproductive Health Care | | Share Holder | | Yes | | For | | Yes |
Commission a Civil Rights and Non-Discrimination Audit | | Share Holder | | Yes | | Against | | No |
Report on Risks from Company Vendors that Misclassify Employees as Independent Contractors | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
MCDONALD'S CORPORATION | | | | | | | | |
Ticker: MCD | | | | | | | | |
CUSIP: 580135101 | | | | | | | | |
Shareholder meeting date: 26-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Lloyd Dean | | Management | | Yes | | For | | No |
Elect Director Robert Eckert | | Management | | Yes | | For | | No |
Elect Director Catherine Engelbert | | Management | | Yes | | For | | No |
Elect Director Margaret Georgiadis | | Management | | Yes | | For | | No |
Elect Director Enrique Hernandez, Jr. | | Management | | Yes | | For | | No |
Elect Director Christopher Kempczinski | | Management | | Yes | | For | | No |
Elect Director Richard Lenny | | Management | | Yes | | For | | No |
Elect Director John Mulligan | | Management | | Yes | | For | | No |
Elect Director Sheila Penrose | | Management | | Yes | | For | | No |
Elect Director John Rogers, Jr. | | Management | | Yes | | For | | No |
Elect Director Paul Walsh | | Management | | Yes | | For | | No |
Elect Director Miles White | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
Report on Efforts to Reduce Plastic Use | | Share Holder | | Yes | | For | | Yes |
Report on Public Health Costs of Antibiotic Use and Impact on Diversified Shareholders | | Share Holder | | Yes | | Against | | No |
Report on Use of Gestation Stalls in Pork Supply Chain | | Share Holder | | Yes | | Against | | No |
Report on Third-Party Civil Rights Audit | | Share Holder | | Yes | | For | | Yes |
Report on Lobbying Payments and Policy | | Share Holder | | Yes | | For | | Yes |
Issue Transparency Report on Global Public Policy and Political Influence | | Share Holder | | Yes | | Against | | No |
Elect Director Leslie Samuelrich | | Share Holder | | Yes | | Do Not Vote | | No |
Elect Director Maisie Lucia Ganzler | | Share Holder | | Yes | | Do Not Vote | | No |
Management Nominee Lloyd Dean | | Share Holder | | Yes | | Do Not Vote | | No |
Management Nominee Robert Eckert | | Share Holder | | Yes | | Do Not Vote | | No |
Management Nominee Catherine Engelbert | | Share Holder | | Yes | | Do Not Vote | | No |
Management Nominee Margaret Georgiadis | | Share Holder | | Yes | | Do Not Vote | | No |
Management Nominee Enrique Hernandez, Jr. | | Share Holder | | Yes | | Do Not Vote | | No |
Management Nominee Christopher Kempczinski | | Share Holder | | Yes | | Do Not Vote | | No |
Management Nominee John Mulligan | | Share Holder | | Yes | | Do Not Vote | | No |
Management Nominee John Rogers, Jr. | | Share Holder | | Yes | | Do Not Vote | | No |
Management Nominee Paul Walsh | | Share Holder | | Yes | | Do Not Vote | | No |
Management Nominee Miles White | | Share Holder | | Yes | | Do Not Vote | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | Do Not Vote | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | Do Not Vote | | No |
Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | Do Not Vote | | No |
Report on Efforts to Reduce Plastic Use | | Share Holder | | Yes | | Do Not Vote | | No |
Report on Public Health Costs of Antibiotic Use and Impact on Diversified Shareholders | | Share Holder | | Yes | | Do Not Vote | | No |
Report on Use of Gestation Stalls in Pork Supply Chain | | Share Holder | | Yes | | Do Not Vote | | No |
Report on Third-Party Civil Rights Audit | | Share Holder | | Yes | | Do Not Vote | | No |
Report on Lobbying Payments and Policy | | Share Holder | | Yes | | Do Not Vote | | No |
Issue Transparency Report on Global Public Policy and Political Influence | | Share Holder | | Yes | | Do Not Vote | | No |
| | | | | | | | |
MEDTRONIC PLC | | | | | | | | |
Ticker: MDT | | | | | | | | |
CUSIP: G5960L103 | | | | | | | | |
Shareholder meeting date: 09-Dec-21 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Richard H. Anderson | | Management | | Yes | | For | | No |
Elect Director Craig Arnold | | Management | | Yes | | For | | No |
Elect Director Scott C. Donnelly | | Management | | Yes | | For | | No |
Elect Director Andrea J. Goldsmith | | Management | | Yes | | For | | No |
Elect Director Randall J. Hogan, III | | Management | | Yes | | For | | No |
Elect Director Kevin E. Lofton | | Management | | Yes | | For | | No |
Elect Director Geoffrey S. Martha | | Management | | Yes | | For | | No |
Elect Director Elizabeth G. Nabel | | Management | | Yes | | For | | No |
Elect Director Denise M. O'Leary | | Management | | Yes | | For | | No |
Elect Director Kendall J. Powell | | Management | | Yes | | For | | No |
Approve PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Advisory Vote on Say on Pay Frequency | | Management | | Yes | | One Year | | No |
Approve Omnibus Stock Plan | | Management | | Yes | | For | | No |
Renew the Board's Authority to Issue Shares Under Irish Law | | Management | | Yes | | For | | No |
Renew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law | | Management | | Yes | | For | | No |
Authorize Overseas Market Purchases of Ordinary Shares | | Management | | Yes | | For | | No |
| | | | | | | | |
NEXTERA ENERGY, INC. | | | | | | | | |
Ticker: NEE | | | | | | | | |
CUSIP: 65339F101 | | | | | | | | |
Shareholder meeting date: 19-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Sherry S. Barrat | | Management | | Yes | | For | | No |
Elect Director James L. Camaren | | Management | | Yes | | For | | No |
Elect Director Kenneth B. Dunn | | Management | | Yes | | For | | No |
Elect Director Naren K. Gursahaney | | Management | | Yes | | For | | No |
Elect Director Kirk S. Hachigian | | Management | | Yes | | For | | No |
Elect Director John W. Ketchum | | Management | | Yes | | For | | No |
Elect Director Amy B. Lane | | Management | | Yes | | For | | No |
Elect Director David L. Porges | | Management | | Yes | | For | | No |
Elect Director James L. Robo | | Management | | Yes | | For | | No |
Elect Director Rudy E. Schupp | | Management | | Yes | | For | | No |
Elect Director John L. Skolds | | Management | | Yes | | For | | No |
Elect Director John Arthur Stall | | Management | | Yes | | For | | No |
Elect Director Darryl L. Wilson | | Management | | Yes | | For | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Disclose a Board Diversity and Qualifications Matrix | | Share Holder | | Yes | | Against | | No |
Report on Effectiveness of Diversity, Equity and Inclusion Efforts and Metrics | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
NUCOR CORPORATION | | | | | | | | |
Ticker: NUE | | | | | | | | |
CUSIP: 670346105 | | | | | | | | |
Shareholder meeting date: 12-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Norma B. Clayton | | Management | | Yes | | For | | No |
Elect Director Patrick J. Dempsey | | Management | | Yes | | For | | No |
Elect Director Christopher J. Kearney | | Management | | Yes | | For | | No |
Elect Director Laurette T. Koellner | | Management | | Yes | | For | | No |
Elect Director Joseph D. Rupp | | Management | | Yes | | For | | No |
Elect Director Leon J. Topalian | | Management | | Yes | | For | | No |
Elect Director John H. Walker | | Management | | Yes | | For | | No |
Elect Director Nadja Y. West | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditor | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
| | | | | | | | |
PENTAIR PLC | | | | | | | | |
Ticker: PNR | | | | | | | | |
CUSIP: G7S00T104 | | | | | | | | |
Shareholder meeting date: 17-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Mona Abutaleb Stephenson | | Management | | Yes | | For | | No |
Elect Director Melissa Barra | | Management | | Yes | | For | | No |
Elect Director Glynis A. Bryan | | Management | | Yes | | For | | No |
Elect Director T. Michael Glenn | | Management | | Yes | | For | | No |
Elect Director Theodore L. Harris | | Management | | Yes | | For | | No |
Elect Director David A. Jones | | Management | | Yes | | For | | No |
Elect Director Gregory E. Knight | | Management | | Yes | | For | | No |
Elect Director Michael T. Speetzen | | Management | | Yes | | For | | No |
Elect Director John L. Stauch | | Management | | Yes | | For | | No |
Elect Director Billie I. Williamson | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Approve Deloitte & Touche LLP as Auditors and Authorize Board to Fix Their Remuneration | | Management | | Yes | | For | | No |
Renew the Board's Authority to Issue Shares Under Irish Law | | Management | | Yes | | For | | No |
Renew the Board's Authority to Opt-Out of Statutory Preemption Rights Under Irish Law | | Management | | Yes | | For | | No |
Determine Price Range for Reissuance of Treasury Shares | | Management | | Yes | | For | | No |
| | | | | | | | |
PEOPLE'S UNITED FINANCIAL, INC. | | | | | | | | |
Ticker: PBCT | | | | | | | | |
CUSIP: 712704105 | | | | | | | | |
Shareholder meeting date: 16-Dec-21 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director John P. Barnes | | Management | | Yes | | For | | No |
Elect Director Collin P. Baron | | Management | | Yes | | For | | No |
Elect Director George P. Carter | | Management | | Yes | | For | | No |
Elect Director Jane Chwick | | Management | | Yes | | For | | No |
Elect Director William F. Cruger, Jr. | | Management | | Yes | | For | | No |
Elect Director John K. Dwight | | Management | | Yes | | For | | No |
Elect Director Jerry Franklin | | Management | | Yes | | For | | No |
Elect Director Janet M. Hansen | | Management | | Yes | | For | | No |
Elect Director Nancy McAllister | | Management | | Yes | | For | | No |
Elect Director Mark W. Richards | | Management | | Yes | | For | | No |
Elect Director Kirk W. Walters | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
| | | | | | | | |
PEPSICO, INC. | | | | | | | | |
Ticker: PEP | | | | | | | | |
CUSIP: 713448108 | | | | | | | | |
Shareholder meeting date: 04-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Segun Agbaje | | Management | | Yes | | For | | No |
Elect Director Shona L. Brown | | Management | | Yes | | For | | No |
Elect Director Cesar Conde | | Management | | Yes | | For | | No |
Elect Director Ian Cook | | Management | | Yes | | For | | No |
Elect Director Edith W. Cooper | | Management | | Yes | | For | | No |
Elect Director Dina Dublon | | Management | | Yes | | For | | No |
Elect Director Michelle Gass | | Management | | Yes | | For | | No |
Elect Director Ramon L. Laguarta | | Management | | Yes | | For | | No |
Elect Director Dave Lewis | | Management | | Yes | | For | | No |
Elect Director David C. Page | | Management | | Yes | | For | | No |
Elect Director Robert C. Pohlad | | Management | | Yes | | For | | No |
Elect Director Daniel Vasella | | Management | | Yes | | For | | No |
Elect Director Darren Walker | | Management | | Yes | | For | | No |
Elect Director Alberto Weisser | | Management | | Yes | | For | | No |
Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Require Independent Board Chair | | Share Holder | | Yes | | Against | | No |
Report on Global Public Policy and Political Influence | | Share Holder | | Yes | | Against | | No |
Report on Public Health Costs of Food and Beverages Products | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
PPG INDUSTRIES, INC. | | | | | | | | |
Ticker: PPG | | | | | | | | |
CUSIP: 693506107 | | | | | | | | |
Shareholder meeting date: 09-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Gary R. Heminger | | Management | | Yes | | For | | No |
Elect Director Kathleen A. Ligocki | | Management | | Yes | | For | | No |
Elect Director Michael H. McGarry | | Management | | Yes | | For | | No |
Elect Director Michael T. Nally | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Declassify the Board of Directors | | Management | | Yes | | For | | No |
Eliminate Supermajority Vote Requirement | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
Consider Pay Disparity Between CEO and Other Employees | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
REALTY INCOME CORPORATION | | | | | | | | |
Ticker: O | | | | | | | | |
CUSIP: 756109104 | | | | | | | | |
Shareholder meeting date: 12-Aug-21 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Issue Shares in Connection with Merger | | Management | | Yes | | For | | No |
Adjourn Meeting | | Management | | Yes | | For | | No |
| | | | | | | | |
REALTY INCOME CORPORATION | | | | | | | | |
Ticker: O | | | | | | | | |
CUSIP: 756109104 | | | | | | | | |
Shareholder meeting date: 17-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Priscilla Almodovar | | Management | | Yes | | For | | No |
Elect Director Jacqueline Brady | | Management | | Yes | | For | | No |
Elect Director A. Larry Chapman | | Management | | Yes | | For | | No |
Elect Director Reginald H. Gilyard | | Management | | Yes | | For | | No |
Elect Director Mary Hogan Preusse | | Management | | Yes | | For | | No |
Elect Director Priya Cherian Huskins | | Management | | Yes | | For | | No |
Elect Director Gerardo I. Lopez | | Management | | Yes | | For | | No |
Elect Director Michael D. McKee | | Management | | Yes | | For | | No |
Elect Director Gregory T. McLaughlin | | Management | | Yes | | For | | No |
Elect Director Ronald L. Merriman | | Management | | Yes | | For | | No |
Elect Director Sumit Roy | | Management | | Yes | | For | | No |
Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Increase Authorized Common Stock | | Management | | Yes | | For | | No |
| | | | | | | | |
ROPER TECHNOLOGIES, INC. | | | | | | | | |
Ticker: ROP | | | | | | | | |
CUSIP: 776696106 | | | | | | | | |
Shareholder meeting date: 15-Jun-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Shellye L. Archambeau | | Management | | Yes | | For | | No |
Elect Director Amy Woods Brinkley | | Management | | Yes | | For | | No |
Elect Director Irene M. Esteves | | Management | | Yes | | For | | No |
Elect Director L. Neil Hunn | | Management | | Yes | | For | | No |
Elect Director Robert D. Johnson | | Management | | Yes | | For | | No |
Elect Director Thomas P. Joyce, Jr. | | Management | | Yes | | For | | No |
Elect Director Laura G. Thatcher | | Management | | Yes | | For | | No |
Elect Director Richard F. Wallman | | Management | | Yes | | For | | No |
Elect Director Christopher Wright | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
| | | | | | | | |
S&P GLOBAL INC. | | | | | | | | |
Ticker: SPGI | | | | | | | | |
CUSIP: 78409V104 | | | | | | | | |
Shareholder meeting date: 04-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Marco Alvera | | Management | | Yes | | For | | No |
Elect Director Jacques Esculier | | Management | | Yes | | For | | No |
Elect Director Gay Huey Evans | | Management | | Yes | | For | | No |
Elect Director William D. Green | | Management | | Yes | | For | | No |
Elect Director Stephanie C. Hill | | Management | | Yes | | For | | No |
Elect Director Rebecca Jacoby | | Management | | Yes | | For | | No |
Elect Director Robert P. Kelly | | Management | | Yes | | For | | No |
Elect Director Ian Paul Livingston | | Management | | Yes | | For | | No |
Elect Director Deborah D. McWhinney | | Management | | Yes | | For | | No |
Elect Director Maria R. Morris | | Management | | Yes | | For | | No |
Elect Director Douglas L. Peterson | | Management | | Yes | | For | | No |
Elect Director Edward B. Rust, Jr. | | Management | | Yes | | For | | No |
Elect Director Richard E. Thornburgh | | Management | | Yes | | For | | No |
Elect Director Gregory Washington | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
| | | | | | | | |
STANLEY BLACK & DECKER, INC. | | | | | | | | |
Ticker: SWK | | | | | | | | |
CUSIP: 854502101 | | | | | | | | |
Shareholder meeting date: 22-Apr-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Andrea J. Ayers | | Management | | Yes | | For | | No |
Elect Director Patrick D. Campbell | | Management | | Yes | | For | | No |
Elect Director Carlos M. Cardoso | | Management | | Yes | | For | | No |
Elect Director Robert B. Coutts | | Management | | Yes | | For | | No |
Elect Director Debra A. Crew | | Management | | Yes | | For | | No |
Elect Director Michael D. Hankin | | Management | | Yes | | For | | No |
Elect Director James M. Loree | | Management | | Yes | | For | | No |
Elect Director Adrian V. Mitchell | | Management | | Yes | | For | | No |
Elect Director Jane M. Palmieri | | Management | | Yes | | For | | No |
Elect Director Mojdeh Poul | | Management | | Yes | | For | | No |
Elect Director Irving Tan | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Approve Omnibus Stock Plan | | Management | | Yes | | For | | No |
Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
SYSCO CORPORATION | | | | | | | | |
Ticker: SYY | | | | | | | | |
CUSIP: 871829107 | | | | | | | | |
Shareholder meeting date: 19-Nov-21 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Daniel J. Brutto | | Management | | Yes | | For | | No |
Elect Director John M. Cassaday | | Management | | Yes | | For | | No |
Elect Director Larry C. Glasscock | | Management | | Yes | | For | | No |
Elect Director Bradley M. Halverson | | Management | | Yes | | For | | No |
Elect Director John M. Hinshaw | | Management | | Yes | | For | | No |
Elect Director Kevin P. Hourican | | Management | | Yes | | For | | No |
Elect Director Hans-Joachim Koerber | | Management | | Yes | | For | | No |
Elect Director Stephanie A. Lundquist | | Management | | Yes | | For | | No |
Elect Director Edward D. Shirley | | Management | | Yes | | For | | No |
Elect Director Sheila G. Talton | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | Against | | Yes |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Report on GHG Emissions Reduction Targets | | Share Holder | | Yes | | For | | No |
| | | | | | | | |
T. ROWE PRICE GROUP, INC. | | | | | | | | |
Ticker: TROW | | | | | | | | |
CUSIP: 74144T108 | | | | | | | | |
Shareholder meeting date: 10-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Glenn R. August | | Management | | Yes | | For | | No |
Elect Director Mark S. Bartlett | | Management | | Yes | | For | | No |
Elect Director Mary K. Bush | | Management | | Yes | | For | | No |
Elect Director Dina Dublon | | Management | | Yes | | For | | No |
Elect Director Freeman A. Hrabowski, III | | Management | | Yes | | For | | No |
Elect Director Robert F. MacLellan | | Management | | Yes | | For | | No |
Elect Director Eileen P. Rominger | | Management | | Yes | | For | | No |
Elect Director Robert W. Sharps | | Management | | Yes | | For | | No |
Elect Director Robert J. Stevens | | Management | | Yes | | For | | No |
Elect Director William J. Stromberg | | Management | | Yes | | For | | No |
Elect Director Richard R. Verma | | Management | | Yes | | For | | No |
Elect Director Sandra S. Wijnberg | | Management | | Yes | | For | | No |
Elect Director Alan D. Wilson | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify KPMG LLP as Auditors | | Management | | Yes | | For | | No |
| | | | | | | | |
TARGET CORPORATION | | | | | | | | |
Ticker: TGT | | | | | | | | |
CUSIP: 87612E106 | | | | | | | | |
Shareholder meeting date: 08-Jun-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director David P. Abney | | Management | | Yes | | For | | No |
Elect Director Douglas M. Baker, Jr. | | Management | | Yes | | For | | No |
Elect Director George S. Barrett | | Management | | Yes | | For | | No |
Elect Director Gail K. Boudreaux | | Management | | Yes | | For | | No |
Elect Director Brian C. Cornell | | Management | | Yes | | For | | No |
Elect Director Robert L. Edwards | | Management | | Yes | | For | | No |
Elect Director Melanie L. Healey | | Management | | Yes | | For | | No |
Elect Director Donald R. Knauss | | Management | | Yes | | For | | No |
Elect Director Christine A. Leahy | | Management | | Yes | | For | | No |
Elect Director Monica C. Lozano | | Management | | Yes | | For | | No |
Elect Director Derica W. Rice | | Management | | Yes | | For | | No |
Elect Director Dmitri L. Stockton | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Amend Proxy Access Right | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
THE CLOROX COMPANY | | | | | | | | |
Ticker: CLX | | | | | | | | |
CUSIP: 189054109 | | | | | | | | |
Shareholder meeting date: 17-Nov-21 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Amy Banse | | Management | | Yes | | For | | No |
Elect Director Richard H. Carmona | | Management | | Yes | | For | | No |
Elect Director Spencer C. Fleischer | | Management | | Yes | | For | | No |
Elect Director Esther Lee | | Management | | Yes | | For | | No |
Elect Director A. D. David Mackay | | Management | | Yes | | For | | No |
Elect Director Paul Parker | | Management | | Yes | | For | | No |
Elect Director Linda Rendle | | Management | | Yes | | For | | No |
Elect Director Matthew J. Shattock | | Management | | Yes | | For | | No |
Elect Director Kathryn Tesija | | Management | | Yes | | For | | No |
Elect Director Russell J. Weiner | | Management | | Yes | | For | | No |
Elect Director Christopher J. Williams | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Amend Omnibus Stock Plan | | Management | | Yes | | For | | No |
Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
THE COCA-COLA COMPANY | | | | | | | | |
Ticker: KO | | | | | | | | |
CUSIP: 191216100 | | | | | | | | |
Shareholder meeting date: 26-Apr-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Herb Allen | | Management | | Yes | | For | | No |
Elect Director Marc Bolland | | Management | | Yes | | For | | No |
Elect Director Ana Botin | | Management | | Yes | | For | | No |
Elect Director Christopher C. Davis | | Management | | Yes | | For | | No |
Elect Director Barry Diller | | Management | | Yes | | For | | No |
Elect Director Helene D. Gayle | | Management | | Yes | | For | | No |
Elect Director Alexis M. Herman | | Management | | Yes | | For | | No |
Elect Director Maria Elena Lagomasino | | Management | | Yes | | For | | No |
Elect Director James Quincey | | Management | | Yes | | For | | No |
Elect Director Caroline J. Tsay | | Management | | Yes | | For | | No |
Elect Director David B. Weinberg | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | Against | | Yes |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Report on External Public Health Costs | | Share Holder | | Yes | | Against | | No |
Report on Global Public Policy and Political Influence | | Share Holder | | Yes | | Against | | No |
Require Independent Board Chair | | Share Holder | | Yes | | For | | Yes |
| | | | | | | | |
THE PROCTER & GAMBLE COMPANY | | | | | | | | |
Ticker: PG | | | | | | | | |
CUSIP: 742718109 | | | | | | | | |
Shareholder meeting date: 12-Oct-21 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director B. Marc Allen | | Management | | Yes | | For | | No |
Elect Director Angela F. Braly | | Management | | Yes | | For | | No |
Elect Director Amy L. Chang | | Management | | Yes | | For | | No |
Elect Director Joseph Jimenez | | Management | | Yes | | For | | No |
Elect Director Christopher Kempczinski | | Management | | Yes | | For | | No |
Elect Director Debra L. Lee | | Management | | Yes | | For | | No |
Elect Director Terry J. Lundgren | | Management | | Yes | | For | | No |
Elect Director Christine M. McCarthy | | Management | | Yes | | For | | No |
Elect Director Jon R. Moeller | | Management | | Yes | | For | | No |
Elect Director David S. Taylor | | Management | | Yes | | For | | No |
Elect Director Margaret C. Whitman | | Management | | Yes | | For | | No |
Elect Director Patricia A. Woertz | | Management | | Yes | | For | | No |
Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Adopt a Policy to Include Non-Management Employees as Prospective Director Candidates | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
THE SHERWIN-WILLIAMS COMPANY | | | | | | | | |
Ticker: SHW | | | | | | | | |
CUSIP: 824348106 | | | | | | | | |
Shareholder meeting date: 20-Apr-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Kerrii B. Anderson | | Management | | Yes | | For | | No |
Elect Director Arthur F. Anton | | Management | | Yes | | For | | No |
Elect Director Jeff M. Fettig | | Management | | Yes | | For | | No |
Elect Director Richard J. Kramer | | Management | | Yes | | For | | No |
Elect Director John G. Morikis | | Management | | Yes | | For | | No |
Elect Director Christine A. Poon | | Management | | Yes | | For | | No |
Elect Director Aaron M. Powell | | Management | | Yes | | For | | No |
Elect Director Marta R. Stewart | | Management | | Yes | | For | | No |
Elect Director Michael H. Thaman | | Management | | Yes | | For | | No |
Elect Director Matthew Thornton, III | | Management | | Yes | | For | | No |
Elect Director Steven H. Wunning | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
| | | | | | | | |
VF CORPORATION | | | | | | | | |
Ticker: VFC | | | | | | | | |
CUSIP: 918204108 | | | | | | | | |
Shareholder meeting date: 27-Jul-21 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Richard T. Carucci | | Management | | Yes | | For | | No |
Elect Director Juliana L. Chugg | | Management | | Yes | | For | | No |
Elect Director Benno Dorer | | Management | | Yes | | For | | No |
Elect Director Mark S. Hoplamazian | | Management | | Yes | | For | | No |
Elect Director Laura W. Lang | | Management | | Yes | | For | | No |
Elect Director W. Alan McCollough | | Management | | Yes | | For | | No |
Elect Director W. Rodney McMullen | | Management | | Yes | | For | | No |
Elect Director Clarence Otis, Jr. | | Management | | Yes | | For | | No |
Elect Director Steven E. Rendle | | Management | | Yes | | For | | No |
Elect Director Carol L. Roberts | | Management | | Yes | | For | | No |
Elect Director Matthew J. Shattock | | Management | | Yes | | For | | No |
Elect Director Veronica B. Wu | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
| | | | | | | | |
W.W. GRAINGER, INC. | | | | | | | | |
Ticker: GWW | | | | | | | | |
CUSIP: 384802104 | | | | | | | | |
Shareholder meeting date: 27-Apr-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Rodney C. Adkins | | Management | | Yes | | For | | No |
Elect Director V. Ann Hailey | | Management | | Yes | | For | | No |
Elect Director Katherine D. Jaspon | | Management | | Yes | | For | | No |
Elect Director Stuart L. Levenick | | Management | | Yes | | For | | No |
Elect Director D.G. Macpherson | | Management | | Yes | | For | | No |
Elect Director Neil S. Novich | | Management | | Yes | | For | | No |
Elect Director Beatriz R. Perez | | Management | | Yes | | For | | No |
Elect Director Michael J. Roberts | | Management | | Yes | | For | | No |
Elect Director E. Scott Santi | | Management | | Yes | | For | | No |
Elect Director Susan Slavik Williams | | Management | | Yes | | For | | No |
Elect Director Lucas E. Watson | | Management | | Yes | | For | | No |
Elect Director Steven A. White | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Approve Omnibus Stock Plan | | Management | | Yes | | For | | No |
| | | | | | | | |
WALGREENS BOOTS ALLIANCE, INC. | | | | | | | | |
Ticker: WBA | | | | | | | | |
CUSIP: 931427108 | | | | | | | | |
Shareholder meeting date: 27-Jan-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Janice M. Babiak | | Management | | Yes | | For | | No |
Elect Director David J. Brailer | | Management | | Yes | | For | | No |
Elect Director Rosalind G. Brewer | | Management | | Yes | | For | | No |
Elect Director William C. Foote | | Management | | Yes | | For | | No |
Elect Director Ginger L. Graham | | Management | | Yes | | Against | | Yes |
Elect Director Valerie B. Jarrett | | Management | | Yes | | Against | | Yes |
Elect Director John A. Lederer | | Management | | Yes | | Against | | Yes |
Elect Director Dominic P. Murphy | | Management | | Yes | | For | | No |
Elect Director Stefano Pessina | | Management | | Yes | | For | | No |
Elect Director Nancy M. Schlichting | | Management | | Yes | | Against | | Yes |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | Against | | Yes |
Ratify Deloitte & Touche LLP as Auditors | | Management | | Yes | | For | | No |
Amend Certificate of Incorporation to Become a Public Benefit Corporation | | Share Holder | | Yes | | Against | | No |
Reduce Ownership Threshold for Shareholders to Call Special Meeting | | Share Holder | | Yes | | For | | Yes |
Report on Public Health Costs Due to Tobacco Product Sales and the Impact on Overall Market | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
WALMART INC. | | | | | | | | |
Ticker: WMT | | | | | | | | |
CUSIP: 931142103 | | | | | | | | |
Shareholder meeting date: 01-Jun-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Cesar Conde | | Management | | Yes | | For | | No |
Elect Director Timothy P. Flynn | | Management | | Yes | | For | | No |
Elect Director Sarah J. Friar | | Management | | Yes | | For | | No |
Elect Director Carla A. Harris | | Management | | Yes | | For | | No |
Elect Director Thomas W. Horton | | Management | | Yes | | For | | No |
Elect Director Marissa A. Mayer | | Management | | Yes | | For | | No |
Elect Director C. Douglas McMillon | | Management | | Yes | | For | | No |
Elect Director Gregory B. Penner | | Management | | Yes | | For | | No |
Elect Director Randall L. Stephenson | | Management | | Yes | | For | | No |
Elect Director S. Robson Walton | | Management | | Yes | | For | | No |
Elect Director Steuart L. Walton | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify Ernst & Young LLP as Auditors | | Management | | Yes | | For | | No |
Report on Animal Welfare Policies and Practices in Food Supply Chain | | Share Holder | | Yes | | For | | Yes |
Create a Pandemic Workforce Advisory Council | | Share Holder | | Yes | | For | | Yes |
Report on Impacts of Restrictive Reproductive Healthcare Legislation | | Share Holder | | Yes | | For | | Yes |
Report on Alignment of Racial Justice Goals and Starting Wages | | Share Holder | | Yes | | For | | Yes |
Report on a Civil Rights and Non-Discrimination Audit | | Share Holder | | Yes | | Against | | No |
Report on Charitable Contributions | | Share Holder | | Yes | | Against | | No |
Report on Lobbying Payments and Policy | | Share Holder | | Yes | | Against | | No |
| | | | | | | | |
WEST PHARMACEUTICAL SERVICES, INC. | | | | | | | | |
Ticker: WST | | | | | | | | |
CUSIP: 955306105 | | | | | | | | |
Shareholder meeting date: 24-May-22 | | | | | | | | |
| | | | | | | | |
Brief identification of matter voted on | | Whether the matter voted on was proposed by the issuer or by a security holder | | Whether the Fund cast its vote on the matter | | How the Fund cast its vote on the matter | | Whether the Fund voted for or against management |
Elect Director Mark A. Buthman | | Management | | Yes | | For | | No |
Elect Director William F. Feehery | | Management | | Yes | | Against | | Yes |
Elect Director Robert F. Friel | | Management | | Yes | | For | | No |
Elect Director Eric M. Green | | Management | | Yes | | For | | No |
Elect Director Molly E. Joseph | | Management | | Yes | | For | | No |
Elect Director Thomas W. Hofmann | | Management | | Yes | | For | | No |
Elect Director Deborah L. V. Keller | | Management | | Yes | | For | | No |
Elect Director Myla P. Lai-Goldman | | Management | | Yes | | For | | No |
Elect Director Douglas A. Michels | | Management | | Yes | | For | | No |
Elect Director Paolo Pucci | | Management | | Yes | | For | | No |
Advisory Vote to Ratify Named Executive Officers' Compensation | | Management | | Yes | | For | | No |
Ratify PricewaterhouseCoopers LLP as Auditors | | Management | | Yes | | For | | No |
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.