UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM N-PX
ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT
INVESTMENT COMPANY
Investment Company Act File No. 811-22559
First Trust Exchange-Traded Fund IV
Exact Name of Registrant as Specified in Declaration of Trust
120 East Liberty Drive, Suite 400, Wheaton, Illinois 60187
Address of Principal Executive Offices (Number, Street, City, State, Zip Code)
W. Scott Jardine
First Trust Portfolios L.P.
120 East Liberty Drive, Suite 400
Wheaton, Illinois 60187
Name and Address (Number, Street, City, State, Zip Code) of Agent for Service
(630) 765-8000
Registrant's Telephone Number, including Area Code
Date of fiscal year end: October 31
Date of reporting period: July 1, 2022 - June 30, 2023
Form N-PX is to be used by a registered management investment company, other than a small business investment company registered on Form N-5 (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
First Trust EIP Carbon impact etf | ||||||||
New Jersey Resources Corporation | ||||||||
Ticker: NJR | ||||||||
Primary CUSIP: 646025106 | ||||||||
Meeting Date: 25-Jan-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Michael A. O'Sullivan | For | Yes | No | ||||
Management | Elect Director Jane M. Kenny | For | Yes | No | ||||
Management | Elect Director Sharon C. Taylor | For | Yes | No | ||||
Management | Elect Director Stephen D. Westhoven | 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 | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
Atmos Energy Corporation | ||||||||
Ticker: ATO | ||||||||
Primary CUSIP: 049560105 | ||||||||
Meeting Date: 08-Feb-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director John C. Ale | For | Yes | No | ||||
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 | ||||
Orsted A/S | ||||||||
Ticker: ORSTED | ||||||||
Primary CUSIP: K7653Q105 | ||||||||
Meeting Date: 07-Mar-23 | ||||||||
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 13.5 Per Share | For | Yes | No | ||||
Management | Fix Number of Directors at Eight | For | 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 Jorgen Kildah as Director | For | Yes | No | ||||
Management | Reelect Peter Korsholm as Director | For | Yes | No | ||||
Management | Reelect Dieter Wimmer as Director | For | Yes | No | ||||
Management | Reelect Julia King as Director | For | Yes | No | ||||
Management | Elect Annica Bresky as New Director | For | Yes | No | ||||
Management | Elect Andrew Brown as New 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 | Authorize Editorial Changes to Adopted Resolutions in Connection with Registration with Danish Authorities | For | Yes | No | ||||
Management | Other Business | Yes | No | |||||
EDP Renovaveis SA | ||||||||
Ticker: EDPR | ||||||||
Primary CUSIP: E3847K101 | ||||||||
Meeting Date: 04-Apr-23 | ||||||||
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 Scrip Dividends | 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 | Ratify Appointment of and Elect Cynthia Kay Mc Call as Director | For | Yes | No | ||||
Management | Approve Financing Agreement between EDP Renovaveis SA and EDP Energias de Portugal SA | For | Yes | No | ||||
Management | Grant Board Powers for the Execution and Development of the Financing Agreement between EDP Renovaveis SA and EDP Energias de Portugal SA | For | Yes | No | ||||
Management | Amend Remuneration Policy | For | Yes | No | ||||
Management | Add New Article 30 Re: Environmental, Social and Corporate Governance Committee | For | Yes | No | ||||
Management | Amend Articles Re: Governing Bodies, Remuneration of Directors and Appointments and Remunerations Committee | For | Yes | No | ||||
Management | Authorize Board to Ratify and Execute Approved Resolutions | For | Yes | No | ||||
Public Service Enterprise Group Incorporated | ||||||||
Ticker: PEG | ||||||||
Primary CUSIP: 744573106 | ||||||||
Meeting Date: 18-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Ralph A. LaRossa | 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 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Eliminate Supermajority Vote Requirements for Certain Business Combinations | For | Yes | No | ||||
Management | Eliminate Supermajority Vote Requirements to Remove a Director Without Cause | For | Yes | No | ||||
Management | Eliminate Supermajority Vote Requirement to Make Certain Amendments to By-Laws | For | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
The AES Corporation | ||||||||
Ticker: AES | ||||||||
Primary CUSIP: 00130H105 | ||||||||
Meeting Date: 20-Apr-23 | ||||||||
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 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Ernst & Young LLP as Auditors | For | Yes | No | ||||
Shareholder | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Against | Yes | No | ||||
CenterPoint Energy, Inc. | ||||||||
Ticker: CNP | ||||||||
Primary CUSIP: 15189T107 | ||||||||
Meeting Date: 21-Apr-23 | ||||||||
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 | For | Yes | No | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Shareholder | Disclose Scope 3 Emissions and Setting Scope 3 Emission Targets | Against | Yes | No | ||||
NextEra Energy Partners, LP | ||||||||
Ticker: NEP | ||||||||
Primary CUSIP: 65341B106 | ||||||||
Meeting Date: 24-Apr-23 | ||||||||
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 John W. Ketchum | For | Yes | No | ||||
Management | Elect Director Peter H. Kind | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
American Electric Power Company, Inc. | ||||||||
Ticker: AEP | ||||||||
Primary CUSIP: 025537101 | ||||||||
Meeting Date: 25-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Nicholas K. Akins | For | Yes | No | ||||
Management | Elect Director J. Barnie Beasley, Jr. | For | Yes | No | ||||
Management | Elect Director Ben Fowke | For | Yes | No | ||||
Management | Elect Director Art A. Garcia | For | Yes | No | ||||
Management | Elect Director Linda A. Goodspeed | For | Yes | No | ||||
Management | Elect Director Donna A. James | 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. 'Rick' Richard, III | For | Yes | No | ||||
Management | Elect Director Daryl Roberts | For | Yes | No | ||||
Management | Elect Director Julia A. Sloat | 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 | Reduce Supermajority Vote Requirement | 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 | ||||
Constellation Energy Corporation | ||||||||
Ticker: CEG | ||||||||
Primary CUSIP: 21037T109 | ||||||||
Meeting Date: 25-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Joseph Dominguez | For | Yes | No | ||||
Management | Elect Director Julie Holzrichter | For | Yes | No | ||||
Management | Elect Director Ashish Khandpur | 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 | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
The Williams Companies, Inc. | ||||||||
Ticker: WMB | ||||||||
Primary CUSIP: 969457100 | ||||||||
Meeting Date: 25-Apr-23 | ||||||||
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 Michael A. Creel | For | Yes | No | ||||
Management | Elect Director Stacey H. Dore | For | Yes | No | ||||
Management | Elect Director Carri A. Lockhart | 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 | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Clearway Energy, Inc. | ||||||||
Ticker: CWEN | ||||||||
Primary CUSIP: 18539C204 | ||||||||
Meeting Date: 27-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Jonathan Bram | Withhold | Yes | Yes | ||||
Management | Elect Director Nathaniel Anschuetz | Withhold | Yes | Yes | ||||
Management | Elect Director Emmanuel Barrois | Withhold | Yes | Yes | ||||
Management | Elect Director Brian R. Ford | Withhold | Yes | Yes | ||||
Management | Elect Director Guillaume Hediard | Withhold | Yes | Yes | ||||
Management | Elect Director Jennifer Lowry | Withhold | Yes | Yes | ||||
Management | Elect Director Bruce MacLennan | Withhold | Yes | Yes | ||||
Management | Elect Director Daniel B. More | Withhold | Yes | Yes | ||||
Management | Elect Director E. Stanley O'Neal | For | Yes | No | ||||
Management | Elect Director Christopher S. Sotos | Withhold | Yes | Yes | ||||
Management | Elect Director Vincent Stoquart | Withhold | Yes | Yes | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | For | Yes | No | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Ernst & Young LLP as Auditors | For | Yes | No | ||||
Edison International | ||||||||
Ticker: EIX | ||||||||
Primary CUSIP: 281020107 | ||||||||
Meeting Date: 27-Apr-23 | ||||||||
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 on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | For | Yes | No | ||||
AltaGas Ltd. | ||||||||
Ticker: ALA | ||||||||
Primary CUSIP: 021361100 | ||||||||
Meeting Date: 28-Apr-23 | ||||||||
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 | Advisory Vote on Executive Compensation Approach | For | Yes | No | ||||
Iberdrola SA | ||||||||
Ticker: IBE | ||||||||
Primary CUSIP: E6165F166 | ||||||||
Meeting Date: 28-Apr-23 | ||||||||
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 | Amend Preamble and Heading of the Preliminary Title of the Bylaws | For | Yes | No | ||||
Management | Amend Articles Re: Corporate Structure of the Iberdola Group | For | Yes | No | ||||
Management | Amend Article 8 Re: Internal Regulations and Compliance System | 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 | Approve Restricted Stock Plan | For | Yes | No | ||||
Management | Reelect Maria Helena Antolin Raybaud as Director | For | Yes | No | ||||
Management | Ratify Appointment of and Elect Armando Martinez Martinez as Director | For | Yes | No | ||||
Management | Reelect Manuel Moreu Munaiz as Director | For | Yes | No | ||||
Management | Reelect Sara de la Rica Goiricelaya as Director | For | Yes | No | ||||
Management | Reelect Xabier Sagredo Ormaza as Director | For | Yes | No | ||||
Management | Reelect Jose Ignacio Sanchez Galan as Director | For | Yes | No | ||||
Management | Fix Number of Directors at 14 | For | Yes | No | ||||
Management | Authorize Board to Ratify and Execute Approved Resolutions | For | Yes | No | ||||
Evergy, Inc. | ||||||||
Ticker: EVRG | ||||||||
Primary CUSIP: 30034W106 | ||||||||
Meeting Date: 02-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director David A. Campbell | For | Yes | No | ||||
Management | Elect Director Thomas D. Hyde | For | Yes | No | ||||
Management | Elect Director B. Anthony Isaac | For | Yes | No | ||||
Management | Elect Director Paul M. Keglevic | For | Yes | No | ||||
Management | Elect Director Mary L. Landrieu | For | Yes | No | ||||
Management | Elect Director Sandra A.J. Lawrence | For | Yes | No | ||||
Management | Elect Director Ann D. Murtlow | For | Yes | No | ||||
Management | Elect Director Sandra J. Price | For | Yes | No | ||||
Management | Elect Director Mark A. Ruelle | For | Yes | No | ||||
Management | Elect Director James Scarola | For | Yes | No | ||||
Management | Elect Director C. John Wilder | 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 | ||||
Chesapeake Utilities Corporation | ||||||||
Ticker: CPK | ||||||||
Primary CUSIP: 165303108 | ||||||||
Meeting Date: 03-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Thomas J. Bresnan | For | Yes | No | ||||
Management | Elect Director Ronald G. Forsythe, Jr. | For | Yes | No | ||||
Management | Elect Director Sheree M. Petrone | For | Yes | No | ||||
Management | Elect Director Stephanie N. Gary | For | Yes | No | ||||
Management | Approve Omnibus Stock Plan | 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 | ||||
Management | Ratify Baker Tilly US, LLP as Auditors | For | Yes | No | ||||
Eversource Energy | ||||||||
Ticker: ES | ||||||||
Primary CUSIP: 30040W108 | ||||||||
Meeting Date: 03-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Cotton M. Cleveland | 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 Loretta D. Keane | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Amend Omnibus Stock Plan | For | Yes | No | ||||
Management | Increase Authorized Common Stock | For | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
DTE Energy Company | ||||||||
Ticker: DTE | ||||||||
Primary CUSIP: 233331107 | ||||||||
Meeting Date: 04-May-23 | ||||||||
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 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 | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Amend Right to Call Special Meeting | For | Yes | No | ||||
Shareholder | Reduce Ownership Threshold for Shareholders to Call Special Meeting | For | Yes | Yes | ||||
Shareholder | Report on Lobbying Payments and Policy | For | Yes | Yes | ||||
Duke Energy Corporation | ||||||||
Ticker: DUK | ||||||||
Primary CUSIP: 26441C204 | ||||||||
Meeting Date: 04-May-23 | ||||||||
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 | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Approve Omnibus Stock Plan | For | Yes | No | ||||
Shareholder | Adopt Simple Majority Vote | For | Yes | No | ||||
Shareholder | Create a Committee to Evaluate Decarbonization Risk | Against | Yes | No | ||||
Fortis Inc. | ||||||||
Ticker: FTS | ||||||||
Primary CUSIP: 349553107 | ||||||||
Meeting Date: 04-May-23 | ||||||||
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 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 David G. Hutchens | For | Yes | No | ||||
Management | Elect Director Gianna M. Manes | For | Yes | No | ||||
Management | Elect Director Donald R. Marchand | 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 | ||||
WEC Energy Group, Inc. | ||||||||
Ticker: WEC | ||||||||
Primary CUSIP: 92939U106 | ||||||||
Meeting Date: 04-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Ave M. Bie | For | Yes | No | ||||
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 on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | For | Yes | No | ||||
CMS Energy Corporation | ||||||||
Ticker: CMS | ||||||||
Primary CUSIP: 125896100 | ||||||||
Meeting Date: 05-May-23 | ||||||||
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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
DT Midstream, Inc. | ||||||||
Ticker: DTM | ||||||||
Primary CUSIP: 23345M107 | ||||||||
Meeting Date: 05-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Peter Tumminello | For | Yes | No | ||||
Management | Elect Director Dwayne Wilson | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | For | Yes | No | ||||
American Water Works Company, Inc. | ||||||||
Ticker: AWK | ||||||||
Primary CUSIP: 030420103 | ||||||||
Meeting Date: 10-May-23 | ||||||||
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 Laurie P. Havanec | 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 Michael L. Marberry | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Shareholder | Oversee and Report a Racial Equity Audit | Against | Yes | No | ||||
Cheniere Energy, Inc. | ||||||||
Ticker: LNG | ||||||||
Primary CUSIP: 16411R208 | ||||||||
Meeting Date: 11-May-23 | ||||||||
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 Patricia K. Collawn | For | Yes | No | ||||
Management | Elect Director Brian E. Edwards | For | Yes | No | ||||
Management | Elect Director Denise Gray | For | Yes | No | ||||
Management | Elect Director Lorraine Mitchelmore | For | Yes | No | ||||
Management | Elect Director Donald F. Robillard, Jr. | For | Yes | No | ||||
Management | Elect Director Matthew Runkle | For | Yes | No | ||||
Management | Elect Director Neal A. Shear | 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 | ||||
Management | Ratify KPMG LLP as Auditors | For | Yes | No | ||||
Shareholder | Report on Stranded Carbon Asset Risk | Against | Yes | No | ||||
Sempra Energy | ||||||||
Ticker: SRE | ||||||||
Primary CUSIP: 816851109 | ||||||||
Meeting Date: 12-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Andres Conesa | 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 | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Increase Authorized Common Stock | For | Yes | No | ||||
Management | Change Company Name to Sempra | For | Yes | No | ||||
Management | Amend Articles of Incorporation | For | Yes | No | ||||
Shareholder | Require Independent Board Chair | Against | Yes | No | ||||
Enphase Energy, Inc. | ||||||||
Ticker: ENPH | ||||||||
Primary CUSIP: 29355A107 | ||||||||
Meeting Date: 17-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Jamie Haenggi | For | Yes | No | ||||
Management | Elect Director Benjamin Kortlang | For | Yes | No | ||||
Management | Elect Director Richard Mora | 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 | ||||
PPL Corporation | ||||||||
Ticker: PPL | ||||||||
Primary CUSIP: 69351T106 | ||||||||
Meeting Date: 17-May-23 | ||||||||
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 Linda G. Sullivan | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
Shareholder | Require Independent Board Chair | Against | Yes | No | ||||
IDACORP, Inc. | ||||||||
Ticker: IDA | ||||||||
Primary CUSIP: 451107106 | ||||||||
Meeting Date: 18-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Odette C. Bolano | 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 Nate R. Jorgensen | For | Yes | No | ||||
Management | Elect Director Jeff C. Kinneeveauk | For | Yes | No | ||||
Management | Elect Director Susan D. Morris | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
NextEra Energy, Inc. | ||||||||
Ticker: NEE | ||||||||
Primary CUSIP: 65339F101 | ||||||||
Meeting Date: 18-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Nicole S. Arnaboldi | For | Yes | No | ||||
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 Deborah "Dev" Stahlkopf | For | Yes | No | ||||
Management | Elect Director John A. Stall | For | Yes | No | ||||
Management | Elect Director Darryl L. Wilson | For | Yes | No | ||||
Management | Ratify Deloitte & Touche 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 | ||||
Shareholder | Disclose Board Skills and Diversity Matrix | For | Yes | Yes | ||||
Northland Power Inc. | ||||||||
Ticker: NPI | ||||||||
Primary CUSIP: 666511100 | ||||||||
Meeting Date: 18-May-23 | ||||||||
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 Auditors and Authorize Board to Fix Their Remuneration | For | Yes | No | ||||
Management | Advisory Vote on Executive Compensation Approach | For | Yes | No | ||||
OGE Energy Corp. | ||||||||
Ticker: OGE | ||||||||
Primary CUSIP: 670837103 | ||||||||
Meeting Date: 18-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Frank A. Bozich | For | Yes | No | ||||
Management | Elect Director Peter D. Clarke | For | Yes | No | ||||
Management | Elect Director Cathy R. Gates | For | Yes | No | ||||
Management | Elect Director David L. Hauser | For | Yes | No | ||||
Management | Elect Director Luther C. Kissam, IV | For | Yes | No | ||||
Management | Elect Director Judy R. McReynolds | For | Yes | No | ||||
Management | Elect Director David E. Rainbolt | For | Yes | No | ||||
Management | Elect Director J. Michael Sanner | For | Yes | No | ||||
Management | Elect Director Sheila G. Talton | For | Yes | No | ||||
Management | Elect Director Sean Trauschke | 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 | ||||
Management | Reduce Supermajority Vote Requirement | For | Yes | No | ||||
Alliant Energy Corporation | ||||||||
Ticker: LNT | ||||||||
Primary CUSIP: 018802108 | ||||||||
Meeting Date: 23-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Stephanie L. Cox | For | Yes | No | ||||
Management | Elect Director Patrick E. Allen | For | Yes | No | ||||
Management | Elect Director Michael D. Garcia | For | Yes | No | ||||
Management | Elect Director Susan D. Whiting | 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 | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
Quanta Services, Inc. | ||||||||
Ticker: PWR | ||||||||
Primary CUSIP: 74762E102 | ||||||||
Meeting Date: 23-May-23 | ||||||||
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. Poster | 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 R. Scott Rowe | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Targa Resources Corp. | ||||||||
Ticker: TRGP | ||||||||
Primary CUSIP: 87612G101 | ||||||||
Meeting Date: 23-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Paul W. Chung | For | Yes | No | ||||
Management | Elect Director Charles R. Crisp | For | Yes | No | ||||
Management | Elect Director Laura C. Fulton | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers 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 | ||||
Shareholder | Report on Efforts to Reduce Methane Emission Venting and Flaring in Supply Chain | Against | Yes | No | ||||
Emera Inc. | ||||||||
Ticker: EMA | ||||||||
Primary CUSIP: 290876101 | ||||||||
Meeting Date: 24-May-23 | ||||||||
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 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 on Executive Compensation Approach | For | Yes | No | ||||
Management | Amend Stock Option Plan | For | Yes | No | ||||
ONEOK, Inc. | ||||||||
Ticker: OKE | ||||||||
Primary CUSIP: 682680103 | ||||||||
Meeting Date: 24-May-23 | ||||||||
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 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 D. Smith | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Management | Amend Qualified Employee Stock Purchase Plan | 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 | ||||
The Southern Company | ||||||||
Ticker: SO | ||||||||
Primary CUSIP: 842587107 | ||||||||
Meeting Date: 24-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Janaki Akella | For | Yes | No | ||||
Management | Elect Director Henry A. "Hal" Clark, III | For | Yes | No | ||||
Management | Elect Director Anthony F. "Tony" 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 David E. Meador | 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 Lizanne Thomas | For | Yes | No | ||||
Management | Elect Director Christopher C. Womack | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
Management | Eliminate Supermajority Vote Requirement | For | Yes | No | ||||
Shareholder | Adopt Simple Majority Vote | Against | Yes | No | ||||
Shareholder | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Against | Yes | No | ||||
Shareholder | Report on Feasibility of Net-Zero GHG Emissions | Against | Yes | No | ||||
Xcel Energy Inc. | ||||||||
Ticker: XEL | ||||||||
Primary CUSIP: 98389B100 | ||||||||
Meeting Date: 24-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Megan Burkhart | For | Yes | No | ||||
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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
ONE Gas, Inc. | ||||||||
Ticker: OGS | ||||||||
Primary CUSIP: 68235P108 | ||||||||
Meeting Date: 25-May-23 | ||||||||
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 L. 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 | ||||
Hydro One Limited | ||||||||
Ticker: H | ||||||||
Primary CUSIP: 448811208 | ||||||||
Meeting Date: 02-Jun-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Cherie Brant | For | Yes | No | ||||
Management | Elect Director David Hay | For | Yes | No | ||||
Management | Elect Director Timothy Hodgson | For | Yes | No | ||||
Management | Elect Director David Lebeter | For | Yes | No | ||||
Management | Elect Director Mitch Panciuk | For | Yes | No | ||||
Management | Elect Director Mark Podlasly | For | Yes | No | ||||
Management | Elect Director Stacey Mowbray | For | Yes | No | ||||
Management | Elect Director Helga Reidel | For | Yes | No | ||||
Management | Elect Director Melissa Sonberg | For | Yes | No | ||||
Management | Elect Director Brian Vaasjo | 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 | ||||
Hannon Armstrong Sustainable Infrastructure Capital, Inc. | ||||||||
Ticker: HASI | ||||||||
Primary CUSIP: 41068X100 | ||||||||
Meeting Date: 07-Jun-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Jeffrey W. Eckel | For | Yes | No | ||||
Management | Elect Director Lizabeth A. Ardisana | 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 Jeffrey A. Lipson | 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 | Elect Director Kimberly A. Reed | 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 | ||||
Brookfield Renewable Corporation | ||||||||
Ticker: BEPC | ||||||||
Primary CUSIP: 11284V105 | ||||||||
Meeting Date: 27-Jun-23 | ||||||||
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 |
First Trust North American Energy infrastructure FUND
Enterprise Products Partners LP | ||||||||
Ticker: EPD | ||||||||
Primary CUSIP: 293792107 | ||||||||
Meeting Date: 22-Nov-22 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Amend Omnibus Stock Plan | Against | Yes | Yes | ||||
Management | Amend Qualified Employee Stock Purchase Plan | For | Yes | No | ||||
New Jersey Resources Corporation | ||||||||
Ticker: NJR | ||||||||
Primary CUSIP: 646025106 | ||||||||
Meeting Date: 25-Jan-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Michael A. O'Sullivan | For | Yes | No | ||||
Management | Elect Director Jane M. Kenny | For | Yes | No | ||||
Management | Elect Director Sharon C. Taylor | For | Yes | No | ||||
Management | Elect Director Stephen D. Westhoven | 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 | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
UGI Corporation | ||||||||
Ticker: UGI | ||||||||
Primary CUSIP: 902681105 | ||||||||
Meeting Date: 27-Jan-23 | ||||||||
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 | Advisory Vote to Ratify Named Executive Officers' Compensation | For | Yes | No | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Ernst & Young LLP as Auditors | For | Yes | No | ||||
Atmos Energy Corporation | ||||||||
Ticker: ATO | ||||||||
Primary CUSIP: 049560105 | ||||||||
Meeting Date: 08-Feb-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director John C. Ale | For | Yes | No | ||||
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 | ||||
National Fuel Gas Company | ||||||||
Ticker: NFG | ||||||||
Primary CUSIP: 636180101 | ||||||||
Meeting Date: 09-Mar-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director David C. Carroll | For | Yes | No | ||||
Management | Elect Director Steven C. Finch | For | Yes | No | ||||
Management | Elect Director Joseph N. Jaggers | For | Yes | No | ||||
Management | Elect Director Jeffrey W. Shaw | For | Yes | No | ||||
Management | Elect Director Thomas E. Skains | For | Yes | No | ||||
Management | Elect Director David F. Smith | For | Yes | No | ||||
Management | Elect Director Ronald J. Tanski | 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 | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Public Service Enterprise Group Incorporated | ||||||||
Ticker: PEG | ||||||||
Primary CUSIP: 744573106 | ||||||||
Meeting Date: 18-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Ralph A. LaRossa | 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 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Eliminate Supermajority Vote Requirements for Certain Business Combinations | For | Yes | No | ||||
Management | Eliminate Supermajority Vote Requirements to Remove a Director Without Cause | For | Yes | No | ||||
Management | Eliminate Supermajority Vote Requirement to Make Certain Amendments to By-Laws | For | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
The AES Corporation | ||||||||
Ticker: AES | ||||||||
Primary CUSIP: 00130H105 | ||||||||
Meeting Date: 20-Apr-23 | ||||||||
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 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Ernst & Young LLP as Auditors | For | Yes | No | ||||
Shareholder | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Against | Yes | No | ||||
CenterPoint Energy, Inc. | ||||||||
Ticker: CNP | ||||||||
Primary CUSIP: 15189T107 | ||||||||
Meeting Date: 21-Apr-23 | ||||||||
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 | For | Yes | No | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Shareholder | Disclose Scope 3 Emissions and Setting Scope 3 Emission Targets | Against | Yes | No | ||||
NextEra Energy Partners, LP | ||||||||
Ticker: NEP | ||||||||
Primary CUSIP: 65341B106 | ||||||||
Meeting Date: 24-Apr-23 | ||||||||
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 John W. Ketchum | For | Yes | No | ||||
Management | Elect Director Peter H. Kind | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
American Electric Power Company, Inc. | ||||||||
Ticker: AEP | ||||||||
Primary CUSIP: 025537101 | ||||||||
Meeting Date: 25-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Nicholas K. Akins | For | Yes | No | ||||
Management | Elect Director J. Barnie Beasley, Jr. | For | Yes | No | ||||
Management | Elect Director Ben Fowke | For | Yes | No | ||||
Management | Elect Director Art A. Garcia | For | Yes | No | ||||
Management | Elect Director Linda A. Goodspeed | For | Yes | No | ||||
Management | Elect Director Donna A. James | 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. 'Rick' Richard, III | For | Yes | No | ||||
Management | Elect Director Daryl Roberts | For | Yes | No | ||||
Management | Elect Director Julia A. Sloat | 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 | Reduce Supermajority Vote Requirement | 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 | ||||
Constellation Energy Corporation | ||||||||
Ticker: CEG | ||||||||
Primary CUSIP: 21037T109 | ||||||||
Meeting Date: 25-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Joseph Dominguez | For | Yes | No | ||||
Management | Elect Director Julie Holzrichter | For | Yes | No | ||||
Management | Elect Director Ashish Khandpur | 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 | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Exelon Corporation | ||||||||
Ticker: EXC | ||||||||
Primary CUSIP: 30161N101 | ||||||||
Meeting Date: 25-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Anthony Anderson | For | Yes | No | ||||
Management | Elect Director W. Paul Bowers | For | Yes | No | ||||
Management | Elect Director Calvin G. Butler, Jr. | For | Yes | No | ||||
Management | Elect Director Marjorie Rodgers Cheshire | For | Yes | No | ||||
Management | Elect Director Linda Jojo | For | Yes | No | ||||
Management | Elect Director Charisse Lillie | For | Yes | No | ||||
Management | Elect Director Matthew Rogers | 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 | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
The Williams Companies, Inc. | ||||||||
Ticker: WMB | ||||||||
Primary CUSIP: 969457100 | ||||||||
Meeting Date: 25-Apr-23 | ||||||||
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 Michael A. Creel | For | Yes | No | ||||
Management | Elect Director Stacey H. Dore | For | Yes | No | ||||
Management | Elect Director Carri A. Lockhart | 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 | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Archrock, Inc. | ||||||||
Ticker: AROC | ||||||||
Primary CUSIP: 03957W106 | ||||||||
Meeting Date: 27-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Anne-Marie N. Ainsworth | For | Yes | No | ||||
Management | Elect Director D. Bradley Childers | For | Yes | No | ||||
Management | Elect Director Gordon T. Hall | For | Yes | No | ||||
Management | Elect Director Frances Powell Hawes | For | Yes | No | ||||
Management | Elect Director J.W.G. "Will" Honeybourne | For | Yes | No | ||||
Management | Elect Director James H. Lytal | For | Yes | No | ||||
Management | Elect Director Leonard W. Mallett | For | Yes | No | ||||
Management | Elect Director Jason C. Rebrook | For | Yes | No | ||||
Management | Elect Director Edmund P. Segner, III | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Clearway Energy, Inc. | ||||||||
Ticker: CWEN | ||||||||
Primary CUSIP: 18539C204 | ||||||||
Meeting Date: 27-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Jonathan Bram | Withhold | Yes | Yes | ||||
Management | Elect Director Nathaniel Anschuetz | Withhold | Yes | Yes | ||||
Management | Elect Director Emmanuel Barrois | Withhold | Yes | Yes | ||||
Management | Elect Director Brian R. Ford | Withhold | Yes | Yes | ||||
Management | Elect Director Guillaume Hediard | Withhold | Yes | Yes | ||||
Management | Elect Director Jennifer Lowry | Withhold | Yes | Yes | ||||
Management | Elect Director Bruce MacLennan | Withhold | Yes | Yes | ||||
Management | Elect Director Daniel B. More | Withhold | Yes | Yes | ||||
Management | Elect Director E. Stanley O'Neal | For | Yes | No | ||||
Management | Elect Director Christopher S. Sotos | Withhold | Yes | Yes | ||||
Management | Elect Director Vincent Stoquart | Withhold | Yes | Yes | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | For | Yes | No | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Ernst & Young LLP as Auditors | For | Yes | No | ||||
Magellan Midstream Partners, L.P. | ||||||||
Ticker: MMP | ||||||||
Primary CUSIP: 559080106 | ||||||||
Meeting Date: 27-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Sivasankaran Somasundaram | For | Yes | No | ||||
Management | Elect Director Chansoo Joung | For | Yes | No | ||||
Management | Elect Director Aaron L. Milford | For | Yes | No | ||||
Management | Elect Director James R. Montague | 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 | ||||
Management | Ratify Ernst & Young LLP as Auditors | For | Yes | No | ||||
AltaGas Ltd. | ||||||||
Ticker: ALA | ||||||||
Primary CUSIP: 021361100 | ||||||||
Meeting Date: 28-Apr-23 | ||||||||
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 | Advisory Vote on Executive Compensation Approach | For | Yes | No | ||||
Iberdrola SA | ||||||||
Ticker: IBE | ||||||||
Primary CUSIP: E6165F166 | ||||||||
Meeting Date: 28-Apr-23 | ||||||||
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 | Amend Preamble and Heading of the Preliminary Title of the Bylaws | For | Yes | No | ||||
Management | Amend Articles Re: Corporate Structure of the Iberdola Group | For | Yes | No | ||||
Management | Amend Article 8 Re: Internal Regulations and Compliance System | 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 | Approve Restricted Stock Plan | For | Yes | No | ||||
Management | Reelect Maria Helena Antolin Raybaud as Director | For | Yes | No | ||||
Management | Ratify Appointment of and Elect Armando Martinez Martinez as Director | For | Yes | No | ||||
Management | Reelect Manuel Moreu Munaiz as Director | For | Yes | No | ||||
Management | Reelect Sara de la Rica Goiricelaya as Director | For | Yes | No | ||||
Management | Reelect Xabier Sagredo Ormaza as Director | For | Yes | No | ||||
Management | Reelect Jose Ignacio Sanchez Galan as Director | For | Yes | No | ||||
Management | Fix Number of Directors at 14 | For | Yes | No | ||||
Management | Authorize Board to Ratify and Execute Approved Resolutions | For | Yes | No | ||||
Evergy, Inc. | ||||||||
Ticker: EVRG | ||||||||
Primary CUSIP: 30034W106 | ||||||||
Meeting Date: 02-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director David A. Campbell | For | Yes | No | ||||
Management | Elect Director Thomas D. Hyde | For | Yes | No | ||||
Management | Elect Director B. Anthony Isaac | For | Yes | No | ||||
Management | Elect Director Paul M. Keglevic | For | Yes | No | ||||
Management | Elect Director Mary L. Landrieu | For | Yes | No | ||||
Management | Elect Director Sandra A.J. Lawrence | For | Yes | No | ||||
Management | Elect Director Ann D. Murtlow | For | Yes | No | ||||
Management | Elect Director Sandra J. Price | For | Yes | No | ||||
Management | Elect Director Mark A. Ruelle | For | Yes | No | ||||
Management | Elect Director James Scarola | For | Yes | No | ||||
Management | Elect Director C. John Wilder | 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 | ||||
TC Energy Corporation | ||||||||
Ticker: TRP | ||||||||
Primary CUSIP: 87807B107 | ||||||||
Meeting Date: 02-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Cheryl F. Campbell | For | Yes | No | ||||
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 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 | ||||
Chesapeake Utilities Corporation | ||||||||
Ticker: CPK | ||||||||
Primary CUSIP: 165303108 | ||||||||
Meeting Date: 03-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Thomas J. Bresnan | For | Yes | No | ||||
Management | Elect Director Ronald G. Forsythe, Jr. | For | Yes | No | ||||
Management | Elect Director Sheree M. Petrone | For | Yes | No | ||||
Management | Elect Director Stephanie N. Gary | For | Yes | No | ||||
Management | Approve Omnibus Stock Plan | 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 | ||||
Management | Ratify Baker Tilly US, LLP as Auditors | For | Yes | No | ||||
Enbridge Inc. | ||||||||
Ticker: ENB | ||||||||
Primary CUSIP: 29250N105 | ||||||||
Meeting Date: 03-May-23 | ||||||||
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 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 | ||||
Management | Re-approve Shareholder Rights Plan | For | Yes | No | ||||
Shareholder | SP 1: Report on Lobbying and Political Donations | Against | Yes | No | ||||
Shareholder | SP 2: Disclose the Company's Scope 3 Emissions | Against | Yes | No | ||||
Eversource Energy | ||||||||
Ticker: ES | ||||||||
Primary CUSIP: 30040W108 | ||||||||
Meeting Date: 03-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Cotton M. Cleveland | 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 Loretta D. Keane | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Amend Omnibus Stock Plan | For | Yes | No | ||||
Management | Increase Authorized Common Stock | For | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
DTE Energy Company | ||||||||
Ticker: DTE | ||||||||
Primary CUSIP: 233331107 | ||||||||
Meeting Date: 04-May-23 | ||||||||
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 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 | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Amend Right to Call Special Meeting | For | Yes | No | ||||
Shareholder | Reduce Ownership Threshold for Shareholders to Call Special Meeting | For | Yes | Yes | ||||
Shareholder | Report on Lobbying Payments and Policy | For | Yes | Yes | ||||
Duke Energy Corporation | ||||||||
Ticker: DUK | ||||||||
Primary CUSIP: 26441C204 | ||||||||
Meeting Date: 04-May-23 | ||||||||
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 | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Approve Omnibus Stock Plan | For | Yes | No | ||||
Shareholder | Adopt Simple Majority Vote | For | Yes | No | ||||
Shareholder | Create a Committee to Evaluate Decarbonization Risk | Against | Yes | No | ||||
Fortis Inc. | ||||||||
Ticker: FTS | ||||||||
Primary CUSIP: 349553107 | ||||||||
Meeting Date: 04-May-23 | ||||||||
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 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 David G. Hutchens | For | Yes | No | ||||
Management | Elect Director Gianna M. Manes | For | Yes | No | ||||
Management | Elect Director Donald R. Marchand | 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 | ||||
WEC Energy Group, Inc. | ||||||||
Ticker: WEC | ||||||||
Primary CUSIP: 92939U106 | ||||||||
Meeting Date: 04-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Ave M. Bie | For | Yes | No | ||||
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 on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | For | Yes | No | ||||
CMS Energy Corporation | ||||||||
Ticker: CMS | ||||||||
Primary CUSIP: 125896100 | ||||||||
Meeting Date: 05-May-23 | ||||||||
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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
DT Midstream, Inc. | ||||||||
Ticker: DTM | ||||||||
Primary CUSIP: 23345M107 | ||||||||
Meeting Date: 05-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Peter Tumminello | For | Yes | No | ||||
Management | Elect Director Dwayne Wilson | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | For | Yes | No | ||||
Keyera Corp. | ||||||||
Ticker: KEY | ||||||||
Primary CUSIP: 493271100 | ||||||||
Meeting Date: 09-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Jim Bertram | For | Yes | No | ||||
Management | Elect Director Isabelle Brassard | For | Yes | No | ||||
Management | Elect Director Michael Crothers | For | Yes | No | ||||
Management | Elect Director Blair Goertzen | For | Yes | No | ||||
Management | Elect Director Doug Haughey | For | Yes | No | ||||
Management | Elect Director Gianna Manes | For | Yes | No | ||||
Management | Elect Director Michael Norris | For | Yes | No | ||||
Management | Elect Director Thomas O'Connor | For | Yes | No | ||||
Management | Elect Director Charlene Ripley | For | Yes | No | ||||
Management | Elect Director Dean Setoguchi | For | Yes | No | ||||
Management | Elect Director Janet Woodruff | For | Yes | No | ||||
Management | Ratify Deloitte LLP as Auditors | For | Yes | No | ||||
Management | Re-approve Shareholder Rights 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: 10-May-23 | ||||||||
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 Laurie P. Havanec | 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 Michael L. Marberry | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Shareholder | Oversee and Report a Racial Equity Audit | Against | Yes | No | ||||
Kinder Morgan, Inc. | ||||||||
Ticker: KMI | ||||||||
Primary CUSIP: 49456B101 | ||||||||
Meeting Date: 10-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Richard D. Kinder | Against | Yes | Yes | ||||
Management | Elect Director Steven J. Kean | For | Yes | No | ||||
Management | Elect Director Kimberly A. Dang | Against | Yes | Yes | ||||
Management | Elect Director Ted A. Gardner | Against | Yes | Yes | ||||
Management | Elect Director Anthony W. Hall, Jr. | Against | Yes | Yes | ||||
Management | Elect Director Gary L. Hultquist | Against | Yes | Yes | ||||
Management | Elect Director Ronald L. Kuehn, Jr. | Against | Yes | Yes | ||||
Management | Elect Director Deborah A. Macdonald | Against | Yes | Yes | ||||
Management | Elect Director Michael C. Morgan | Against | Yes | Yes | ||||
Management | Elect Director Arthur C. Reichstetter | Against | Yes | Yes | ||||
Management | Elect Director C. Park Shaper | Against | Yes | Yes | ||||
Management | Elect Director William A. Smith | Against | Yes | Yes | ||||
Management | Elect Director Joel V. Staff | Against | Yes | Yes | ||||
Management | Elect Director Robert F. Vagt | Against | Yes | Yes | ||||
Management | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Against | Yes | Yes | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | Against | Yes | Yes | ||||
Cheniere Energy, Inc. | ||||||||
Ticker: LNG | ||||||||
Primary CUSIP: 16411R208 | ||||||||
Meeting Date: 11-May-23 | ||||||||
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 Patricia K. Collawn | For | Yes | No | ||||
Management | Elect Director Brian E. Edwards | For | Yes | No | ||||
Management | Elect Director Denise Gray | For | Yes | No | ||||
Management | Elect Director Lorraine Mitchelmore | For | Yes | No | ||||
Management | Elect Director Donald F. Robillard, Jr. | For | Yes | No | ||||
Management | Elect Director Matthew Runkle | For | Yes | No | ||||
Management | Elect Director Neal A. Shear | 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 | ||||
Management | Ratify KPMG LLP as Auditors | For | Yes | No | ||||
Shareholder | Report on Stranded Carbon Asset Risk | Against | Yes | No | ||||
Sempra Energy | ||||||||
Ticker: SRE | ||||||||
Primary CUSIP: 816851109 | ||||||||
Meeting Date: 12-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Andres Conesa | 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 | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Increase Authorized Common Stock | For | Yes | No | ||||
Management | Change Company Name to Sempra | For | Yes | No | ||||
Management | Amend Articles of Incorporation | For | Yes | No | ||||
Shareholder | Require Independent Board Chair | Against | Yes | No | ||||
Enphase Energy, Inc. | ||||||||
Ticker: ENPH | ||||||||
Primary CUSIP: 29355A107 | ||||||||
Meeting Date: 17-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Jamie Haenggi | For | Yes | No | ||||
Management | Elect Director Benjamin Kortlang | For | Yes | No | ||||
Management | Elect Director Richard Mora | 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 | ||||
PPL Corporation | ||||||||
Ticker: PPL | ||||||||
Primary CUSIP: 69351T106 | ||||||||
Meeting Date: 17-May-23 | ||||||||
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 Linda G. Sullivan | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
Shareholder | Require Independent Board Chair | Against | Yes | No | ||||
IDACORP, Inc. | ||||||||
Ticker: IDA | ||||||||
Primary CUSIP: 451107106 | ||||||||
Meeting Date: 18-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Odette C. Bolano | 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 Nate R. Jorgensen | For | Yes | No | ||||
Management | Elect Director Jeff C. Kinneeveauk | For | Yes | No | ||||
Management | Elect Director Susan D. Morris | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
NextEra Energy, Inc. | ||||||||
Ticker: NEE | ||||||||
Primary CUSIP: 65339F101 | ||||||||
Meeting Date: 18-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Nicole S. Arnaboldi | For | Yes | No | ||||
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 Deborah "Dev" Stahlkopf | For | Yes | No | ||||
Management | Elect Director John A. Stall | For | Yes | No | ||||
Management | Elect Director Darryl L. Wilson | For | Yes | No | ||||
Management | Ratify Deloitte & Touche 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 | ||||
Shareholder | Disclose Board Skills and Diversity Matrix | For | Yes | Yes | ||||
Northland Power Inc. | ||||||||
Ticker: NPI | ||||||||
Primary CUSIP: 666511100 | ||||||||
Meeting Date: 18-May-23 | ||||||||
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 Auditors and Authorize Board to Fix Their Remuneration | For | Yes | No | ||||
Management | Advisory Vote on Executive Compensation Approach | For | Yes | No | ||||
Alliant Energy Corporation | ||||||||
Ticker: LNT | ||||||||
Primary CUSIP: 018802108 | ||||||||
Meeting Date: 23-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Stephanie L. Cox | For | Yes | No | ||||
Management | Elect Director Patrick E. Allen | For | Yes | No | ||||
Management | Elect Director Michael D. Garcia | For | Yes | No | ||||
Management | Elect Director Susan D. Whiting | 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 | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
Quanta Services, Inc. | ||||||||
Ticker: PWR | ||||||||
Primary CUSIP: 74762E102 | ||||||||
Meeting Date: 23-May-23 | ||||||||
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. Poster | 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 R. Scott Rowe | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Targa Resources Corp. | ||||||||
Ticker: TRGP | ||||||||
Primary CUSIP: 87612G101 | ||||||||
Meeting Date: 23-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Paul W. Chung | For | Yes | No | ||||
Management | Elect Director Charles R. Crisp | For | Yes | No | ||||
Management | Elect Director Laura C. Fulton | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers 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 | ||||
Shareholder | Report on Efforts to Reduce Methane Emission Venting and Flaring in Supply Chain | Against | Yes | No | ||||
Emera Inc. | ||||||||
Ticker: EMA | ||||||||
Primary CUSIP: 290876101 | ||||||||
Meeting Date: 24-May-2023 | ||||||||
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 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 on Executive Compensation Approach | For | Yes | No | ||||
Management | Amend Stock Option Plan | For | Yes | No | ||||
ONEOK, Inc. | ||||||||
Ticker: OKE | ||||||||
Primary CUSIP: 682680103 | ||||||||
Meeting Date: 24-May-23 | ||||||||
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 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 D. Smith | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Management | Amend Qualified Employee Stock Purchase Plan | 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 | ||||
Plains GP Holdings, L.P. | ||||||||
Ticker: PAGP | ||||||||
Primary CUSIP: 72651A207 | ||||||||
Meeting Date: 24-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Willie Chiang | For | Yes | No | ||||
Management | Elect Director Ellen R. DeSanctis | For | Yes | No | ||||
Management | Elect Director Alexandra D. Pruner | For | Yes | No | ||||
Management | Elect Director Lawrence M. Ziemba | 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: 24-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Janaki Akella | For | Yes | No | ||||
Management | Elect Director Henry A. "Hal" Clark, III | For | Yes | No | ||||
Management | Elect Director Anthony F. "Tony" 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 David E. Meador | 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 Lizanne Thomas | For | Yes | No | ||||
Management | Elect Director Christopher C. Womack | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
Management | Eliminate Supermajority Vote Requirement | For | Yes | No | ||||
Shareholder | Adopt Simple Majority Vote | Against | Yes | No | ||||
Shareholder | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Against | Yes | No | ||||
Shareholder | Report on Feasibility of Net-Zero GHG Emissions | Against | Yes | No | ||||
Xcel Energy Inc. | ||||||||
Ticker: XEL | ||||||||
Primary CUSIP: 98389B100 | ||||||||
Meeting Date: 24-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Megan Burkhart | For | Yes | No | ||||
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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
ONE Gas, Inc. | ||||||||
Ticker: OGS | ||||||||
Primary CUSIP: 68235P108 | ||||||||
Meeting Date: 25-May-23 | ||||||||
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 L. 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 |
FT ENERGY INcome Partners Strategy ETF
Atmos Energy Corporation | ||||||||
Ticker: ATO | ||||||||
Primary CUSIP: 049560105 | ||||||||
Meeting Date: 08-Feb-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director John C. Ale | For | Yes | No | ||||
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 | ||||
National Fuel Gas Company | ||||||||
Ticker: NFG | ||||||||
Primary CUSIP: 636180101 | ||||||||
Meeting Date: 09-Mar-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director David C. Carroll | For | Yes | No | ||||
Management | Elect Director Steven C. Finch | For | Yes | No | ||||
Management | Elect Director Joseph N. Jaggers | For | Yes | No | ||||
Management | Elect Director Jeffrey W. Shaw | For | Yes | No | ||||
Management | Elect Director Thomas E. Skains | For | Yes | No | ||||
Management | Elect Director David F. Smith | For | Yes | No | ||||
Management | Elect Director Ronald J. Tanski | 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 | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Schlumberger N.V. | ||||||||
Ticker: SLB | ||||||||
Primary CUSIP: 806857108 | ||||||||
Meeting Date: 05-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Peter Coleman | For | Yes | No | ||||
Management | Elect Director Patrick de La Chevardiere | For | Yes | No | ||||
Management | Elect Director Miguel Galuccio | For | Yes | No | ||||
Management | Elect Director Olivier Le Peuch | For | Yes | No | ||||
Management | Elect Director Samuel Leupold | For | Yes | No | ||||
Management | Elect Director Tatiana Mitrova | For | Yes | No | ||||
Management | Elect Director Maria Moraeus Hanssen | For | Yes | No | ||||
Management | Elect Director Vanitha Narayanan | For | Yes | No | ||||
Management | Elect Director Mark Papa | For | Yes | No | ||||
Management | Elect Director Jeff Sheets | For | Yes | No | ||||
Management | Elect Director Ulrich Spiesshofer | For | Yes | No | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | For | Yes | No | ||||
Management | Adopt and Approve Financials and Dividends | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Public Service Enterprise Group Incorporated | ||||||||
Ticker: PEG | ||||||||
Primary CUSIP: 744573106 | ||||||||
Meeting Date: 18-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Ralph A. LaRossa | 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 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Eliminate Supermajority Vote Requirements for Certain Business Combinations | For | Yes | No | ||||
Management | Eliminate Supermajority Vote Requirements to Remove a Director Without Cause | For | Yes | No | ||||
Management | Eliminate Supermajority Vote Requirement to Make Certain Amendments to By-Laws | For | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
The AES Corporation | ||||||||
Ticker: AES | ||||||||
Primary CUSIP: 00130H105 | ||||||||
Meeting Date: 20-Apr-23 | ||||||||
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 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Ernst & Young LLP as Auditors | For | Yes | No | ||||
Shareholder | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Against | Yes | No | ||||
NextEra Energy Partners, LP | ||||||||
Ticker: NEP | ||||||||
Primary CUSIP: 65341B106 | ||||||||
Meeting Date: 24-Apr-23 | ||||||||
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 John W. Ketchum | For | Yes | No | ||||
Management | Elect Director Peter H. Kind | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
American Electric Power Company, Inc. | ||||||||
Ticker: AEP | ||||||||
Primary CUSIP: 025537101 | ||||||||
Meeting Date: 25-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Nicholas K. Akins | For | Yes | No | ||||
Management | Elect Director J. Barnie Beasley, Jr. | For | Yes | No | ||||
Management | Elect Director Ben Fowke | For | Yes | No | ||||
Management | Elect Director Art A. Garcia | For | Yes | No | ||||
Management | Elect Director Linda A. Goodspeed | For | Yes | No | ||||
Management | Elect Director Donna A. James | 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. 'Rick' Richard, III | For | Yes | No | ||||
Management | Elect Director Daryl Roberts | For | Yes | No | ||||
Management | Elect Director Julia A. Sloat | 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 | Reduce Supermajority Vote Requirement | 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 | ||||
Constellation Energy Corporation | ||||||||
Ticker: CEG | ||||||||
Primary CUSIP: 21037T109 | ||||||||
Meeting Date: 25-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Joseph Dominguez | For | Yes | No | ||||
Management | Elect Director Julie Holzrichter | For | Yes | No | ||||
Management | Elect Director Ashish Khandpur | 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 | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Exelon Corporation | ||||||||
Ticker: EXC | ||||||||
Primary CUSIP: 30161N101 | ||||||||
Meeting Date: 25-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Anthony Anderson | For | Yes | No | ||||
Management | Elect Director W. Paul Bowers | For | Yes | No | ||||
Management | Elect Director Calvin G. Butler, Jr. | For | Yes | No | ||||
Management | Elect Director Marjorie Rodgers Cheshire | For | Yes | No | ||||
Management | Elect Director Linda Jojo | For | Yes | No | ||||
Management | Elect Director Charisse Lillie | For | Yes | No | ||||
Management | Elect Director Matthew Rogers | 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 | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
The Williams Companies, Inc. | ||||||||
Ticker: WMB | ||||||||
Primary CUSIP: 969457100 | ||||||||
Meeting Date: 25-Apr-23 | ||||||||
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 Michael A. Creel | For | Yes | No | ||||
Management | Elect Director Stacey H. Dore | For | Yes | No | ||||
Management | Elect Director Carri A. Lockhart | 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 | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Cenovus Energy Inc. | ||||||||
Ticker: CVE | ||||||||
Primary CUSIP: 15135U109 | ||||||||
Meeting Date: 26-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Management | Elect Director Keith M. Casey | For | Yes | No | ||||
Management | Elect Director Canning K.N. Fok | Against | Yes | Yes | ||||
Management | Elect Director Jane E. Kinney | For | Yes | No | ||||
Management | Elect Director Harold (Hal) N. Kvisle | For | Yes | No | ||||
Management | Elect Director Eva L. Kwok | For | Yes | No | ||||
Management | Elect Director Melanie A. Little | For | Yes | No | ||||
Management | Elect Director Richard J. Marcogliese | For | Yes | No | ||||
Management | Elect Director Jonathan M. McKenzie | For | Yes | No | ||||
Management | Elect Director Claude Mongeau | For | Yes | No | ||||
Management | Elect Director Alexander J. Pourbaix | For | Yes | No | ||||
Management | Elect Director Wayne E. Shaw | For | Yes | No | ||||
Management | Elect Director Frank J. Sixt | Against | Yes | Yes | ||||
Management | Elect Director Rhonda I. Zygocki | For | Yes | No | ||||
Management | Advisory Vote on Executive Compensation Approach | For | Yes | No | ||||
Shareholder | Report on Lobbying and Policy Advocacy with its Net Zero Goal | For | Yes | No | ||||
Marathon Petroleum Corporation | ||||||||
Ticker: MPC | ||||||||
Primary CUSIP: 56585A102 | ||||||||
Meeting Date: 26-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director J. Michael Stice | For | Yes | No | ||||
Management | Elect Director John P. Surma | For | Yes | No | ||||
Management | Elect Director Susan Tomasky | For | Yes | No | ||||
Management | Elect Director Toni Townes-Whitley | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | For | Yes | No | ||||
Management | Declassify the Board of Directors | For | Yes | No | ||||
Management | Eliminate Supermajority Vote Requirement | For | Yes | No | ||||
Management | Approve Increase in Size of Board | For | Yes | No | ||||
Shareholder | Adopt Simple Majority Vote | For | Yes | Yes | ||||
Shareholder | Amend Compensation Clawback Policy | For | Yes | Yes | ||||
Shareholder | Report on Just Transition | Against | Yes | No | ||||
Shareholder | Report on Asset Retirement Obligation | Against | Yes | No | ||||
Archrock, Inc. | ||||||||
Ticker: AROC | ||||||||
Primary CUSIP: 03957W106 | ||||||||
Meeting Date: 27-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Anne-Marie N. Ainsworth | For | Yes | No | ||||
Management | Elect Director D. Bradley Childers | For | Yes | No | ||||
Management | Elect Director Gordon T. Hall | For | Yes | No | ||||
Management | Elect Director Frances Powell Hawes | For | Yes | No | ||||
Management | Elect Director J.W.G. "Will" Honeybourne | For | Yes | No | ||||
Management | Elect Director James H. Lytal | For | Yes | No | ||||
Management | Elect Director Leonard W. Mallett | For | Yes | No | ||||
Management | Elect Director Jason C. Rebrook | For | Yes | No | ||||
Management | Elect Director Edmund P. Segner, III | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
BP Plc | ||||||||
Ticker: BP | ||||||||
Primary CUSIP: G12793108 | ||||||||
Meeting Date: 27-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Accept Financial Statements and Statutory Reports | For | Yes | No | ||||
Management | Approve Remuneration Report | For | Yes | No | ||||
Management | Approve Remuneration Policy | For | Yes | No | ||||
Management | Re-elect Helge Lund as Director | For | Yes | No | ||||
Management | Re-elect Bernard Looney as Director | For | Yes | No | ||||
Management | Re-elect Murray Auchincloss as Director | For | Yes | No | ||||
Management | Re-elect Paula Reynolds as Director | For | Yes | No | ||||
Management | Re-elect Melody Meyer as Director | For | Yes | No | ||||
Management | Re-elect Tushar Morzaria as Director | For | Yes | No | ||||
Management | Re-elect Sir John Sawers as Director | For | Yes | No | ||||
Management | Re-elect Pamela Daley as Director | For | Yes | No | ||||
Management | Re-elect Karen Richardson as Director | For | Yes | No | ||||
Management | Re-elect Johannes Teyssen as Director | For | Yes | No | ||||
Management | Elect Amanda Blanc as Director | For | Yes | No | ||||
Management | Elect Satish Pai as Director | For | Yes | No | ||||
Management | Elect Hina Nagarajan 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 | Authorise UK Political Donations and Expenditure | For | Yes | No | ||||
Management | Authorise Issue of Equity | 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 | ||||
Shareholder | Approve Shareholder Resolution on Climate Change Targets | Against | Yes | No | ||||
Clearway Energy, Inc. | ||||||||
Ticker: CWEN | ||||||||
Primary CUSIP: 18539C204 | ||||||||
Meeting Date: 27-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Jonathan Bram | Withhold | Yes | Yes | ||||
Management | Elect Director Nathaniel Anschuetz | Withhold | Yes | Yes | ||||
Management | Elect Director Emmanuel Barrois | Withhold | Yes | Yes | ||||
Management | Elect Director Brian R. Ford | Withhold | Yes | Yes | ||||
Management | Elect Director Guillaume Hediard | Withhold | Yes | Yes | ||||
Management | Elect Director Jennifer Lowry | Withhold | Yes | Yes | ||||
Management | Elect Director Bruce MacLennan | Withhold | Yes | Yes | ||||
Management | Elect Director Daniel B. More | Withhold | Yes | Yes | ||||
Management | Elect Director E. Stanley O'Neal | For | Yes | No | ||||
Management | Elect Director Christopher S. Sotos | Withhold | Yes | Yes | ||||
Management | Elect Director Vincent Stoquart | Withhold | Yes | Yes | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | For | Yes | No | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Ernst & Young LLP as Auditors | For | Yes | No | ||||
Magellan Midstream Partners, L.P. | ||||||||
Ticker: MMP | ||||||||
Primary CUSIP: 559080106 | ||||||||
Meeting Date: 27-Apr-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Sivasankaran Somasundaram | For | Yes | No | ||||
Management | Elect Director Chansoo Joung | For | Yes | No | ||||
Management | Elect Director Aaron L. Milford | For | Yes | No | ||||
Management | Elect Director James R. Montague | 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 | ||||
Management | Ratify Ernst & Young LLP as Auditors | For | Yes | No | ||||
AltaGas Ltd. | ||||||||
Ticker: ALA | ||||||||
Primary CUSIP: 021361100 | ||||||||
Meeting Date: 28-Apr-23 | ||||||||
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 | Advisory Vote on Executive Compensation Approach | For | Yes | No | ||||
Iberdrola SA | ||||||||
Ticker: IBE | ||||||||
Primary CUSIP: E6165F166 | ||||||||
Meeting Date: 28-Apr-23 | ||||||||
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 | Amend Preamble and Heading of the Preliminary Title of the Bylaws | For | Yes | No | ||||
Management | Amend Articles Re: Corporate Structure of the Iberdola Group | For | Yes | No | ||||
Management | Amend Article 8 Re: Internal Regulations and Compliance System | 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 | Approve Restricted Stock Plan | For | Yes | No | ||||
Management | Reelect Maria Helena Antolin Raybaud as Director | For | Yes | No | ||||
Management | Ratify Appointment of and Elect Armando Martinez Martinez as Director | For | Yes | No | ||||
Management | Reelect Manuel Moreu Munaiz as Director | For | Yes | No | ||||
Management | Reelect Sara de la Rica Goiricelaya as Director | For | Yes | No | ||||
Management | Reelect Xabier Sagredo Ormaza as Director | For | Yes | No | ||||
Management | Reelect Jose Ignacio Sanchez Galan as Director | For | Yes | No | ||||
Management | Fix Number of Directors at 14 | For | Yes | No | ||||
Management | Authorize Board to Ratify and Execute Approved Resolutions | For | Yes | No | ||||
Evergy, Inc. | ||||||||
Ticker: EVRG | ||||||||
Primary CUSIP: 30034W106 | ||||||||
Meeting Date: 02-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director David A. Campbell | For | Yes | No | ||||
Management | Elect Director Thomas D. Hyde | For | Yes | No | ||||
Management | Elect Director B. Anthony Isaac | For | Yes | No | ||||
Management | Elect Director Paul M. Keglevic | For | Yes | No | ||||
Management | Elect Director Mary L. Landrieu | For | Yes | No | ||||
Management | Elect Director Sandra A.J. Lawrence | For | Yes | No | ||||
Management | Elect Director Ann D. Murtlow | For | Yes | No | ||||
Management | Elect Director Sandra J. Price | For | Yes | No | ||||
Management | Elect Director Mark A. Ruelle | For | Yes | No | ||||
Management | Elect Director James Scarola | For | Yes | No | ||||
Management | Elect Director C. John Wilder | 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 | ||||
Imperial Oil Limited | ||||||||
Ticker: IMO | ||||||||
Primary CUSIP: 453038408 | ||||||||
Meeting Date: 02-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director David W. Cornhill | Against | Yes | Yes | ||||
Management | Elect Director Bradley W. Corson | For | Yes | No | ||||
Management | Elect Director Matthew R. Crocker | For | Yes | No | ||||
Management | Elect Director Sharon R. Driscoll | For | Yes | No | ||||
Management | Elect Director John Floren | For | Yes | No | ||||
Management | Elect Director Gary J. Goldberg | For | Yes | No | ||||
Management | Elect Director Miranda C. Hubbs | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Shareholder | SP 1: Adopt an Absolute Greenhouse Gas Reduction Target | Against | Yes | No | ||||
Shareholder | SP 2: Report on the Impact of the Energy Transition on Asset Retirement Obligations | Against | Yes | No | ||||
TC Energy Corporation | ||||||||
Ticker: TRP | ||||||||
Primary CUSIP: 87807B107 | ||||||||
Meeting Date: 02-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Cheryl F. Campbell | For | Yes | No | ||||
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 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 | ||||
Enbridge Inc. | ||||||||
Ticker: ENB | ||||||||
Primary CUSIP: 29250N105 | ||||||||
Meeting Date: 03-May-23 | ||||||||
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 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 | ||||
Management | Re-approve Shareholder Rights Plan | For | Yes | No | ||||
Shareholder | SP 1: Report on Lobbying and Political Donations | Against | Yes | No | ||||
Shareholder | SP 2: Disclose the Company's Scope 3 Emissions | Against | Yes | No | ||||
Eversource Energy | ||||||||
Ticker: ES | ||||||||
Primary CUSIP: 30040W108 | ||||||||
Meeting Date: 03-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Cotton M. Cleveland | 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 Loretta D. Keane | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Amend Omnibus Stock Plan | For | Yes | No | ||||
Management | Increase Authorized Common Stock | For | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
Tenaris SA | ||||||||
Ticker: TEN | ||||||||
Primary CUSIP: L90272102 | ||||||||
Meeting Date: 03-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Receive and Approve Board's and Auditor's Reports Re: Consolidated Financial Statements and Statutory Reports | For | Yes | No | ||||
Management | Approve Consolidated Financial Statements | For | Yes | No | ||||
Management | Approve Financial Statements | For | Yes | No | ||||
Management | Approve Allocation of Income and Dividends | For | Yes | No | ||||
Management | Approve Discharge of Directors | For | Yes | No | ||||
Management | Elect Directors (Bundled) | Against | Yes | Yes | ||||
Management | Approve Remuneration of Directors | For | Yes | No | ||||
Management | Approve Remuneration Report | Against | Yes | Yes | ||||
Management | Approve Auditors for the Fiscal Year Ending December 31, 2023, and Authorize Board to Fix Their Remuneration | For | Yes | No | ||||
Management | Approve Auditors for the Fiscal Year Ending December 31, 2024 | For | Yes | No | ||||
Management | Allow Electronic Distribution of Company Documents to Shareholders | For | Yes | No | ||||
Canadian Natural Resources Limited | ||||||||
Ticker: CNQ | ||||||||
Primary CUSIP: 136385101 | ||||||||
Meeting Date: 04-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Catherine M. Best | For | Yes | No | ||||
Management | Elect Director M. Elizabeth Cannon | For | Yes | No | ||||
Management | Elect Director N. Murray Edwards | For | Yes | No | ||||
Management | Elect Director Christopher L. Fong | For | Yes | No | ||||
Management | Elect Director Gordon D. Giffin | For | Yes | No | ||||
Management | Elect Director Wilfred A. Gobert | For | Yes | No | ||||
Management | Elect Director Steve W. Laut | For | Yes | No | ||||
Management | Elect Director Tim S. McKay | For | Yes | No | ||||
Management | Elect Director Frank J. McKenna | For | Yes | No | ||||
Management | Elect Director David A. Tuer | For | Yes | No | ||||
Management | Elect Director Annette M. Verschuren | 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 | ||||
Coterra Energy Inc. | ||||||||
Ticker: CTRA | ||||||||
Primary CUSIP: 127097103 | ||||||||
Meeting Date: 04-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Thomas E. Jorden | For | Yes | No | ||||
Management | Elect Director Robert S. Boswell | For | Yes | No | ||||
Management | Elect Director Dorothy M. Ables | For | Yes | No | ||||
Management | Elect Director Amanda M. Brock | For | Yes | No | ||||
Management | Elect Director Dan O. Dinges | For | Yes | No | ||||
Management | Elect Director Paul N. Eckley | For | Yes | No | ||||
Management | Elect Director Hans Helmerich | For | Yes | No | ||||
Management | Elect Director Lisa A. Stewart | For | Yes | No | ||||
Management | Elect Director Frances M. Vallejo | For | Yes | No | ||||
Management | Elect Director Marcus A. Watts | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers 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 | ||||
Management | Approve Omnibus Stock Plan | For | Yes | No | ||||
Shareholder | Report on Reliability of Methane Emission Disclosures | For | Yes | Yes | ||||
Shareholder | Report on Climate Lobbying | For | Yes | Yes | ||||
DTE Energy Company | ||||||||
Ticker: DTE | ||||||||
Primary CUSIP: 233331107 | ||||||||
Meeting Date: 04-May-23 | ||||||||
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 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 | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Amend Right to Call Special Meeting | For | Yes | No | ||||
Shareholder | Reduce Ownership Threshold for Shareholders to Call Special Meeting | For | Yes | Yes | ||||
Shareholder | Report on Lobbying Payments and Policy | For | Yes | Yes | ||||
CMS Energy Corporation | ||||||||
Ticker: CMS | ||||||||
Primary CUSIP: 125896100 | ||||||||
Meeting Date: 05-May-23 | ||||||||
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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
DT Midstream, Inc. | ||||||||
Ticker: DTM | ||||||||
Primary CUSIP: 23345M107 | ||||||||
Meeting Date: 05-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Peter Tumminello | For | Yes | No | ||||
Management | Elect Director Dwayne Wilson | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | For | Yes | No | ||||
Entergy Corporation | ||||||||
Ticker: ETR | ||||||||
Primary CUSIP: 29364G103 | ||||||||
Meeting Date: 05-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Gina F. Adams | For | Yes | No | ||||
Management | Elect Director John H. Black | For | Yes | No | ||||
Management | Elect Director John R. Burbank | For | Yes | No | ||||
Management | Elect Director Patrick J. Condon | For | Yes | No | ||||
Management | Elect Director Kirkland H. Donald | For | Yes | No | ||||
Management | Elect Director Brian W. Ellis | For | Yes | No | ||||
Management | Elect Director Philip L. Frederickson | For | Yes | No | ||||
Management | Elect Director M. Elise Hyland | For | Yes | No | ||||
Management | Elect Director Stuart L. Levenick | For | Yes | No | ||||
Management | Elect Director Blanche Lambert Lincoln | For | Yes | No | ||||
Management | Elect Director Andrew S. Marsh | For | Yes | No | ||||
Management | Elect Director Karen A. Puckett | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Amend Omnibus Stock Plan | For | Yes | No | ||||
Management | Amend Certificate of Incorporation to Allow Exculpation of Officers | For | Yes | No | ||||
Keyera Corp. | ||||||||
Ticker: KEY | ||||||||
Primary CUSIP: 493271100 | ||||||||
Meeting Date: 09-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Jim Bertram | For | Yes | No | ||||
Management | Elect Director Isabelle Brassard | For | Yes | No | ||||
Management | Elect Director Michael Crothers | For | Yes | No | ||||
Management | Elect Director Blair Goertzen | For | Yes | No | ||||
Management | Elect Director Doug Haughey | For | Yes | No | ||||
Management | Elect Director Gianna Manes | For | Yes | No | ||||
Management | Elect Director Michael Norris | For | Yes | No | ||||
Management | Elect Director Thomas O'Connor | For | Yes | No | ||||
Management | Elect Director Charlene Ripley | For | Yes | No | ||||
Management | Elect Director Dean Setoguchi | For | Yes | No | ||||
Management | Elect Director Janet Woodruff | For | Yes | No | ||||
Management | Ratify Deloitte LLP as Auditors | For | Yes | No | ||||
Management | Re-approve Shareholder Rights Plan | For | Yes | No | ||||
Management | Advisory Vote on Executive Compensation Approach | For | Yes | No | ||||
Valero Energy Corporation | ||||||||
Ticker: VLO | ||||||||
Primary CUSIP: 91913Y100 | ||||||||
Meeting Date: 09-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Fred M. Diaz | For | Yes | No | ||||
Management | Elect Director H. Paulett Eberhart | For | Yes | No | ||||
Management | Elect Director Marie A. Ffolkes | For | Yes | No | ||||
Management | Elect Director Joseph W. Gorder | For | Yes | No | ||||
Management | Elect Director Kimberly S. Greene | For | Yes | No | ||||
Management | Elect Director Deborah P. Majoras | For | Yes | No | ||||
Management | Elect Director Eric D. Mullins | For | Yes | No | ||||
Management | Elect Director Donald L. Nickles | For | Yes | No | ||||
Management | Elect Director Robert A. Profusek | For | Yes | No | ||||
Management | Elect Director Randall J. Weisenburger | For | Yes | No | ||||
Management | Elect Director Rayford Wilkins, Jr. | For | Yes | No | ||||
Management | Ratify KPMG 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 | ||||
Shareholder | Report on Climate Transition Plan and GHG Emissions Reduction Targets | Against | Yes | No | ||||
Shareholder | Oversee and Report a Racial Equity Audit | Against | Yes | No | ||||
Kinder Morgan, Inc. | ||||||||
Ticker: KMI | ||||||||
Primary CUSIP: 49456B101 | ||||||||
Meeting Date: 10-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Richard D. Kinder | Against | Yes | Yes | ||||
Management | Elect Director Steven J. Kean | For | Yes | No | ||||
Management | Elect Director Kimberly A. Dang | Against | Yes | Yes | ||||
Management | Elect Director Ted A. Gardner | Against | Yes | Yes | ||||
Management | Elect Director Anthony W. Hall, Jr. | Against | Yes | Yes | ||||
Management | Elect Director Gary L. Hultquist | Against | Yes | Yes | ||||
Management | Elect Director Ronald L. Kuehn, Jr. | Against | Yes | Yes | ||||
Management | Elect Director Deborah A. Macdonald | Against | Yes | Yes | ||||
Management | Elect Director Michael C. Morgan | Against | Yes | Yes | ||||
Management | Elect Director Arthur C. Reichstetter | Against | Yes | Yes | ||||
Management | Elect Director C. Park Shaper | Against | Yes | Yes | ||||
Management | Elect Director William A. Smith | Against | Yes | Yes | ||||
Management | Elect Director Joel V. Staff | Against | Yes | Yes | ||||
Management | Elect Director Robert F. Vagt | Against | Yes | Yes | ||||
Management | Amend Certificate of Incorporation to Allow Exculpation of Certain Officers | Against | Yes | Yes | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | Against | Yes | Yes | ||||
Phillips 66 | ||||||||
Ticker: PSX | ||||||||
Primary CUSIP: 718546104 | ||||||||
Meeting Date: 10-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Gregory J. Hayes | For | Yes | No | ||||
Management | Elect Director Charles M. Holley | For | Yes | No | ||||
Management | Elect Director Denise R. Singleton | For | Yes | No | ||||
Management | Elect Director Glenn F. Tilton | For | Yes | No | ||||
Management | Elect Director Marna C. Whittington | For | Yes | No | ||||
Management | Declassify the Board of Directors | 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 | ||||
Shareholder | Publish Audited Report on Impacts of a Significant Reduction in Virgin Plastic Demand | Against | Yes | No | ||||
Range Resources Corporation | ||||||||
Ticker: RRC | ||||||||
Primary CUSIP: 75281A109 | ||||||||
Meeting Date: 10-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Brenda A. Cline | For | Yes | No | ||||
Management | Elect Director Margaret K. Dorman | For | Yes | No | ||||
Management | Elect Director James M. Funk | For | Yes | No | ||||
Management | Elect Director Steve D. Gray | For | Yes | No | ||||
Management | Elect Director Greg G. Maxwell | For | Yes | No | ||||
Management | Elect Director Reginal W. Spiller | For | Yes | No | ||||
Management | Elect Director Dennis L. Degner | 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 | ||||
Management | Ratify Ernst & Young LLP as Auditors | For | Yes | No | ||||
Cheniere Energy, Inc. | ||||||||
Ticker: LNG | ||||||||
Primary CUSIP: 16411R208 | ||||||||
Meeting Date: 11-May-23 | ||||||||
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 Patricia K. Collawn | For | Yes | No | ||||
Management | Elect Director Brian E. Edwards | For | Yes | No | ||||
Management | Elect Director Denise Gray | For | Yes | No | ||||
Management | Elect Director Lorraine Mitchelmore | For | Yes | No | ||||
Management | Elect Director Donald F. Robillard, Jr. | For | Yes | No | ||||
Management | Elect Director Matthew Runkle | For | Yes | No | ||||
Management | Elect Director Neal A. Shear | 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 | ||||
Management | Ratify KPMG LLP as Auditors | For | Yes | No | ||||
Shareholder | Report on Stranded Carbon Asset Risk | Against | Yes | No | ||||
Sempra Energy | ||||||||
Ticker: SRE | ||||||||
Primary CUSIP: 816851109 | ||||||||
Meeting Date: 12-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Andres Conesa | 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 | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Increase Authorized Common Stock | For | Yes | No | ||||
Management | Change Company Name to Sempra | For | Yes | No | ||||
Management | Amend Articles of Incorporation | For | Yes | No | ||||
Shareholder | Require Independent Board Chair | Against | Yes | No | ||||
Cactus, Inc. | ||||||||
Ticker: WHD | �� | |||||||
Primary CUSIP: 127203107 | ||||||||
Meeting Date: 16-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Scott Bender | For | Yes | No | ||||
Management | Elect Director Gary Rosenthal | Withhold | Yes | Yes | ||||
Management | Elect Director Bruce Rothstein | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Management | Amend Omnibus Stock Plan | For | Yes | No | ||||
Enphase Energy, Inc. | ||||||||
Ticker: ENPH | ||||||||
Primary CUSIP: 29355A107 | ||||||||
Meeting Date: 17-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Jamie Haenggi | For | Yes | No | ||||
Management | Elect Director Benjamin Kortlang | For | Yes | No | ||||
Management | Elect Director Richard Mora | 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 | ||||
Halliburton Company | ||||||||
Ticker: HAL | ||||||||
Primary CUSIP: 406216101 | ||||||||
Meeting Date: 17-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Abdulaziz F. Al Khayyal | For | Yes | No | ||||
Management | Elect Director William E. Albrecht | For | Yes | No | ||||
Management | Elect Director M. Katherine Banks | For | Yes | No | ||||
Management | Elect Director Alan M. Bennett | For | Yes | No | ||||
Management | Elect Director Milton Carroll | For | Yes | No | ||||
Management | Elect Director Earl M. Cummings | For | Yes | No | ||||
Management | Elect Director Murry S. Gerber | For | Yes | No | ||||
Management | Elect Director Robert A. Malone | For | Yes | No | ||||
Management | Elect Director Jeffrey A. Miller | For | Yes | No | ||||
Management | Elect Director Bhavesh V. (Bob) Patel | For | Yes | No | ||||
Management | Elect Director Maurice S. Smith | For | Yes | No | ||||
Management | Elect Director Janet L. Weiss | For | Yes | No | ||||
Management | Elect Director Tobi M. Edwards Young | For | Yes | No | ||||
Management | Ratify KPMG 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 | ||||
Management | Amend Certificate of Incorporation to Limit the Liability of Certain Officers | For | Yes | No | ||||
Management | Amend Certificate of Incorporation | For | Yes | No | ||||
NOV Inc. | ||||||||
Ticker: NOV | ||||||||
Primary CUSIP: 62955J103 | ||||||||
Meeting Date: 17-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Clay C. Williams | For | Yes | No | ||||
Management | Elect Director Greg L. Armstrong | For | Yes | No | ||||
Management | Elect Director Marcela E. Donadio | For | Yes | No | ||||
Management | Elect Director Ben A. Guill | For | Yes | No | ||||
Management | Elect Director David D. Harrison | For | Yes | No | ||||
Management | Elect Director Eric L. Mattson | For | Yes | No | ||||
Management | Elect Director William R. Thomas | For | Yes | No | ||||
Management | Elect Director Robert S. Welborn | 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 | ||||
Management | Amend Certificate of Incorporation to Provide for Exculpation of Liability of Certain Officers | For | Yes | No | ||||
PPL Corporation | ||||||||
Ticker: PPL | ||||||||
Primary CUSIP: 69351T106 | ||||||||
Meeting Date: 17-May-23 | ||||||||
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 Linda G. Sullivan | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
Shareholder | Require Independent Board Chair | Against | Yes | No | ||||
NextEra Energy, Inc. | ||||||||
Ticker: NEE | ||||||||
Primary CUSIP: 65339F101 | ||||||||
Meeting Date: 18-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Nicole S. Arnaboldi | For | Yes | No | ||||
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 Deborah "Dev" Stahlkopf | For | Yes | No | ||||
Management | Elect Director John A. Stall | For | Yes | No | ||||
Management | Elect Director Darryl L. Wilson | For | Yes | No | ||||
Management | Ratify Deloitte & Touche 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 | ||||
Shareholder | Disclose Board Skills and Diversity Matrix | For | Yes | Yes | ||||
Southwestern Energy Company | ||||||||
Ticker: SWN | ||||||||
Primary CUSIP: 845467109 | ||||||||
Meeting Date: 18-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director John D. Gass | For | Yes | No | ||||
Management | Elect Director S.P. "Chip" Johnson, IV | For | Yes | No | ||||
Management | Elect Director Catherine A. Kehr | For | Yes | No | ||||
Management | Elect Director Greg D. Kerley | For | Yes | No | ||||
Management | Elect Director Jon A. Marshall | For | Yes | No | ||||
Management | Elect Director Patrick M. Prevost | For | Yes | No | ||||
Management | Elect Director Anne Taylor | For | Yes | No | ||||
Management | Elect Director Denis J. Walsh, III | For | Yes | No | ||||
Management | Elect Director William J. Way | 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 | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Management | Reduce Ownership Threshold for Shareholders to Call Special Meeting to 20% | For | Yes | No | ||||
Management | Amend Certificate of Incorporation to Provide for Exculpation of Certain Officers | For | Yes | No | ||||
Shareholder | Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Against | Yes | No | ||||
Alliant Energy Corporation | ||||||||
Ticker: LNT | ||||||||
Primary CUSIP: 018802108 | ||||||||
Meeting Date: 23-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Stephanie L. Cox | For | Yes | No | ||||
Management | Elect Director Patrick E. Allen | For | Yes | No | ||||
Management | Elect Director Michael D. Garcia | For | Yes | No | ||||
Management | Elect Director Susan D. Whiting | 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 | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
Quanta Services, Inc. | ||||||||
Ticker: PWR | ||||||||
Primary CUSIP: 74762E102 | ||||||||
Meeting Date: 23-May 23 | ||||||||
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. Poster | 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 R. Scott Rowe | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Shell Plc | ||||||||
Ticker: SHEL | ||||||||
Primary CUSIP: G80827101 | ||||||||
Meeting Date: 23-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Accept Financial Statements and Statutory Reports | For | Yes | No | ||||
Management | Approve Remuneration Policy | For | Yes | No | ||||
Management | Approve Remuneration Report | For | Yes | No | ||||
Management | Elect Wael Sawan as Director | For | Yes | No | ||||
Management | Elect Cyrus Taraporevala as Director | For | Yes | No | ||||
Management | Elect Sir Charles Roxburgh as Director | For | Yes | No | ||||
Management | Elect Leena Srivastava as Director | For | Yes | No | ||||
Management | Re-elect Sinead Gorman as Director | For | Yes | No | ||||
Management | Re-elect Dick Boer as Director | For | Yes | No | ||||
Management | Re-elect Neil Carson as Director | For | Yes | No | ||||
Management | Re-elect Ann Godbehere as Director | For | Yes | No | ||||
Management | Re-elect Jane Lute as Director | For | Yes | No | ||||
Management | Re-elect Catherine Hughes as Director | For | Yes | No | ||||
Management | Re-elect Sir Andrew Mackenzie as Director | For | Yes | No | ||||
Management | Re-elect Abraham Schot as Director | For | Yes | No | ||||
Management | Reappoint Ernst & Young LLP as Auditors | For | Yes | No | ||||
Management | Authorise the Audit Committee to Fix Remuneration of Auditors | For | Yes | No | ||||
Management | Authorise Issue of Equity | For | Yes | No | ||||
Management | Authorise Issue of Equity without Pre-emptive Rights | For | Yes | No | ||||
Management | Authorise Market Purchase of Ordinary Shares | For | Yes | No | ||||
Management | Authorise Off-Market Purchase of Ordinary Shares | For | Yes | No | ||||
Management | Authorise UK Political Donations and Expenditure | For | Yes | No | ||||
Management | Adopt New Articles of Association | For | Yes | No | ||||
Management | Approve Share Plan | For | Yes | No | ||||
Management | Approve the Shell Energy Transition Progress | For | Yes | No | ||||
Shareholder | Request Shell to Align its Existing 2030 Reduction Target Covering the Greenhouse Gas (GHG) Emissions of the Use of its Energy Products (Scope 3) with the Goal of the Paris Climate Agreement | Against | Yes | No | ||||
Targa Resources Corp. | ||||||||
Ticker: TRGP | ||||||||
Primary CUSIP: 87612G101 | ||||||||
Meeting Date: 23-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Paul W. Chung | For | Yes | No | ||||
Management | Elect Director Charles R. Crisp | For | Yes | No | ||||
Management | Elect Director Laura C. Fulton | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers 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 | ||||
Shareholder | Report on Efforts to Reduce Methane Emission Venting and Flaring in Supply Chain | Against | Yes | No | ||||
EOG Resources, Inc. | ||||||||
Ticker: EOG | ||||||||
Primary CUSIP: 26875P101 | ||||||||
Meeting Date: 24-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Janet F. Clark | For | Yes | No | ||||
Management | Elect Director Charles R. Crisp | For | Yes | No | ||||
Management | Elect Director Robert P. Daniels | For | Yes | No | ||||
Management | Elect Director Lynn A. Dugle | For | Yes | No | ||||
Management | Elect Director C. Christopher Gaut | For | Yes | No | ||||
Management | Elect Director Michael T. Kerr | For | Yes | No | ||||
Management | Elect Director Julie J. Robertson | For | Yes | No | ||||
Management | Elect Director Donald F. Textor | For | Yes | No | ||||
Management | Elect Director Ezra Y. Yacob | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
ONEOK, Inc. | ||||||||
Ticker: OKE | ||||||||
Primary CUSIP: 682680103 | ||||||||
Meeting Date: 24-May-23 | ||||||||
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 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 D. Smith | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers LLP as Auditors | For | Yes | No | ||||
Management | Amend Qualified Employee Stock Purchase Plan | 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 | ||||
PDC Energy, Inc. | ||||||||
Ticker: PDCE | ||||||||
Primary CUSIP: 69327R101 | ||||||||
Meeting Date: 24-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Barton R. Brookman | For | Yes | No | ||||
Management | Elect Director Pamela R. Butcher | For | Yes | No | ||||
Management | Elect Director Mark E. Ellis | For | Yes | No | ||||
Management | Elect Director Paul J. Korus | For | Yes | No | ||||
Management | Elect Director Lynn A. Peterson | For | Yes | No | ||||
Management | Elect Director Carlos A. Sabater | For | Yes | No | ||||
Management | Elect Director Diana L. Sands | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Plains GP Holdings, L.P. | ||||||||
Ticker: PAGP | ||||||||
Primary CUSIP: 72651A207 | ||||||||
Meeting Date: 24-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Willie Chiang | For | Yes | No | ||||
Management | Elect Director Ellen R. DeSanctis | For | Yes | No | ||||
Management | Elect Director Alexandra D. Pruner | For | Yes | No | ||||
Management | Elect Director Lawrence M. Ziemba | 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: 24-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Janaki Akella | For | Yes | No | ||||
Management | Elect Director Henry A. "Hal" Clark, III | For | Yes | No | ||||
Management | Elect Director Anthony F. "Tony" 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 David E. Meador | 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 Lizanne Thomas | For | Yes | No | ||||
Management | Elect Director Christopher C. Womack | 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 | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Management | Ratify Deloitte & Touche LLP as Auditors | For | Yes | No | ||||
Management | Eliminate Supermajority Vote Requirement | For | Yes | No | ||||
Shareholder | Adopt Simple Majority Vote | Against | Yes | No | ||||
Shareholder | Adopt Scope 3 GHG Emissions Reduction Targets Aligned with Paris Agreement Goal | Against | Yes | No | ||||
Shareholder | Report on Feasibility of Net-Zero GHG Emissions | Against | Yes | No | ||||
ONE Gas, Inc. | ||||||||
Ticker: OGS | ||||||||
Primary CUSIP: 68235P108 | ||||||||
Meeting Date: 25-May-23 | ||||||||
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 L. 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 | ||||
Pioneer Natural Resources Company | ||||||||
Ticker: PXD | ||||||||
Primary CUSIP: 723787107 | ||||||||
Meeting Date: 25-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director A.R Alameddine | For | Yes | No | ||||
Management | Elect Director Lori G. Billingsley | For | Yes | No | ||||
Management | Elect Director Edison C. Buchanan | For | Yes | No | ||||
Management | Elect Director Richard P. Dealy | For | Yes | No | ||||
Management | Elect Director Maria S. Dreyfus | For | Yes | No | ||||
Management | Elect Director Matthew M. Gallagher | For | Yes | No | ||||
Management | Elect Director Phillip A. Gobe | For | Yes | No | ||||
Management | Elect Director Stacy P. Methvin | For | Yes | No | ||||
Management | Elect Director Royce W. Mitchell | For | Yes | No | ||||
Management | Elect Director Scott D. Sheffield | For | Yes | No | ||||
Management | Elect Director J. Kenneth Thompson | For | Yes | No | ||||
Management | Elect Director Phoebe A. Wood | 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 | ||||
SM Energy Company | ||||||||
Ticker: SM | ||||||||
Primary CUSIP: 78454L100 | ||||||||
Meeting Date: 25-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Carla J. Bailo | For | Yes | No | ||||
Management | Elect Director Stephen R. Brand | For | Yes | No | ||||
Management | Elect Director Ramiro G. Peru | For | Yes | No | ||||
Management | Elect Director Anita M. Powers | For | Yes | No | ||||
Management | Elect Director Julio M. Quintana | For | Yes | No | ||||
Management | Elect Director Rose M. Robeson | For | Yes | No | ||||
Management | Elect Director William D. Sullivan | For | Yes | No | ||||
Management | Elect Director Herbert S. Vogel | 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 | ||||
Management | Ratify Ernst & Young LLP as Auditors | For | Yes | No | ||||
Management | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | For | Yes | No | ||||
Vital Energy, Inc. | ||||||||
Ticker: VTLE | ||||||||
Primary CUSIP: 516806205 | ||||||||
Meeting Date: 25-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Edmund P. Segner, III | For | Yes | No | ||||
Management | Elect Director Craig M. Jarchow | For | Yes | No | ||||
Management | Elect Director Jason Pigott | For | Yes | No | ||||
Management | Elect Director Shihab Kuran | For | Yes | No | ||||
Management | Elect Director John Driver | 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 Certificate of Incorporation | For | Yes | No | ||||
TotalEnergies SE | ||||||||
Ticker: TTE | ||||||||
Primary CUSIP: F92124100 | ||||||||
Meeting Date: 26-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Approve Financial Statements and Statutory Reports | For | Yes | No | ||||
Management | Approve Consolidated Financial Statements and Statutory Reports | For | Yes | No | ||||
Management | Approve Allocation of Income and Dividends of EUR 3.81 per Share | For | Yes | No | ||||
Management | Authorize Repurchase of Up to 10 Percent of Issued Share Capital | For | Yes | No | ||||
Management | Approve Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions | For | Yes | No | ||||
Management | Reelect Marie-Christine Coisne-Roquette as Director | For | Yes | No | ||||
Management | Reelect Mark Cutifani as Director | For | Yes | No | ||||
Management | Elect Dierk Paskert as Director | For | Yes | No | ||||
Management | Elect Anelise Lara as Director | For | Yes | No | ||||
Management | Approve Compensation Report of Corporate Officers | For | Yes | No | ||||
Management | Approve Remuneration Policy of Directors; Approve Remuneration of Directors in the Aggregate Amount of EUR 1.95 Million | For | Yes | No | ||||
Management | Approve Compensation of Patrick Pouyanne, Chairman and CEO | For | Yes | No | ||||
Management | Approve Remuneration Policy of Chairman and CEO | For | Yes | No | ||||
Management | Approve the Company's Sustainable Development and Energy Transition Plan | For | Yes | No | ||||
Management | Authorize up to 1 Percent of Issued Capital for Use in Restricted Stock Plans | For | Yes | No | ||||
Management | Authorize Capital Issuances for Use in Employee Stock Purchase Plans | For | Yes | No | ||||
Management | Remove Double-Voting Rights for Long-Term Registered Shareholders and Amend Article 18 of Bylaws Accordingly | For | Yes | No | ||||
Shareholder | Align Targets for Indirect Scope 3 Emissions with the Paris Climate Agreement (Advisory) | Against | Yes | No | ||||
Chevron Corporation | ||||||||
Ticker: CVX | ||||||||
Primary CUSIP: 166764100 | ||||||||
Meeting Date: 31-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Wanda M. Austin | For | Yes | No | ||||
Management | Elect Director John B. Frank | For | Yes | No | ||||
Management | Elect Director Alice P. Gast | For | Yes | No | ||||
Management | Elect Director Enrique Hernandez, Jr. | For | Yes | No | ||||
Management | Elect Director Marillyn A. Hewson | For | Yes | No | ||||
Management | Elect Director Jon M. Huntsman, Jr. | For | Yes | No | ||||
Management | Elect Director Charles W. Moorman | For | Yes | No | ||||
Management | Elect Director Dambisa F. Moyo | For | Yes | No | ||||
Management | Elect Director Debra Reed-Klages | For | Yes | No | ||||
Management | Elect Director D. James Umpleby, III | For | Yes | No | ||||
Management | Elect Director Cynthia J. Warner | For | Yes | No | ||||
Management | Elect Director Michael K. (Mike) Wirth | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers 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 | ||||
Shareholder | Rescind Scope 3 GHG Reduction Proposal | Against | Yes | No | ||||
Shareholder | Adopt Medium-Term Scope 3 GHG Reduction Target | Against | Yes | No | ||||
Shareholder | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Against | Yes | No | ||||
Shareholder | Establish Board Committee on Decarbonization Risk | Against | Yes | No | ||||
Shareholder | Report on Social Impact From Plant Closure or Energy Transition | Against | Yes | No | ||||
Shareholder | Oversee and Report a Racial Equity Audit | Against | Yes | No | ||||
Shareholder | Publish a Tax Transparency Report | Against | Yes | No | ||||
Shareholder | Require Independent Board Chair | Against | Yes | No | ||||
Exxon Mobil Corporation | ||||||||
Ticker: XOM | ||||||||
Primary CUSIP: 30231G102 | ||||||||
Meeting Date: 31-May-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Michael J. Angelakis | For | Yes | No | ||||
Management | Elect Director Susan K. Avery | For | Yes | No | ||||
Management | Elect Director Angela F. Braly | For | Yes | No | ||||
Management | Elect Director Gregory J. Goff | For | Yes | No | ||||
Management | Elect Director John D. Harris, II | For | Yes | No | ||||
Management | Elect Director Kaisa H. Hietala | For | Yes | No | ||||
Management | Elect Director Joseph L. Hooley | For | Yes | No | ||||
Management | Elect Director Steven A. Kandarian | For | Yes | No | ||||
Management | Elect Director Alexander A. Karsner | For | Yes | No | ||||
Management | Elect Director Lawrence W. Kellner | For | Yes | No | ||||
Management | Elect Director Jeffrey W. Ubben | For | Yes | No | ||||
Management | Elect Director Darren W. Woods | For | Yes | No | ||||
Management | Ratify PricewaterhouseCoopers 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 | ||||
Shareholder | Establish Board Committee on Decarbonization Risk | Against | Yes | No | ||||
Shareholder | Reduce Executive Stock Holding Period | Against | Yes | No | ||||
Shareholder | Report on Carbon Capture and Storage | Against | Yes | No | ||||
Shareholder | Report on Methane Emission Disclosure Reliability | For | Yes | Yes | ||||
Shareholder | Adopt Medium-Term Scope 3 GHG Reduction Target | Against | Yes | No | ||||
Shareholder | Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Against | Yes | No | ||||
Shareholder | Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Against | Yes | No | ||||
Shareholder | Report on Asset Retirement Obligations Under IEA NZE Scenario | Against | Yes | No | ||||
Shareholder | Commission Audited Report on Reduced Plastics Demand | For | Yes | Yes | ||||
Shareholder | Report on Potential Costs of Environmental Litigation | Against | Yes | No | ||||
Shareholder | Publish a Tax Transparency Report | Against | Yes | No | ||||
Shareholder | Report on Social Impact From Plant Closure or Energy Transition | Against | Yes | No | ||||
Shareholder | Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Yes | No | |||||
Nabors Industries Ltd. | ||||||||
Ticker: NBR | ||||||||
Primary CUSIP: G6359F137 | ||||||||
Meeting Date: 06-Jun-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Tanya S. Beder | For | Yes | No | ||||
Management | Elect Director Anthony R. Chase | For | Yes | No | ||||
Management | Elect Director James R. Crane | For | Yes | No | ||||
Management | Elect Director John P. Kotts | For | Yes | No | ||||
Management | Elect Director Michael C. Linn | For | Yes | No | ||||
Management | Elect Director Anthony G. Petrello | For | Yes | No | ||||
Management | Elect Director John Yearwood | For | Yes | No | ||||
Management | Approve PricewaterhouseCoopers LLP Auditors and Authorize Board to Fix Their Remuneration | For | Yes | No | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | Against | Yes | Yes | ||||
Management | Advisory Vote on Say on Pay Frequency | One Year | Yes | No | ||||
Tourmaline Oil Corp. | ||||||||
Ticker: TOU | ||||||||
Primary CUSIP: 89156V106 | ||||||||
Meeting Date: 07-Jun-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Michael L. Rose | For | Yes | No | ||||
Management | Elect Director Brian G. Robinson | For | Yes | No | ||||
Management | Elect Director Jill T. Angevine | For | Yes | No | ||||
Management | Elect Director William D. Armstrong | For | Yes | No | ||||
Management | Elect Director Lee A. Baker | For | Yes | No | ||||
Management | Elect Director John W. Elick | For | Yes | No | ||||
Management | Elect Director Andrew B. MacDonald | For | Yes | No | ||||
Management | Elect Director Lucy M. Miller | For | Yes | No | ||||
Management | Elect Director Janet L. Weiss | For | Yes | No | ||||
Management | Elect Director Ronald C. Wigham | For | Yes | No | ||||
Management | Approve KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration | For | Yes | No | ||||
Management | Re-approve Stock Option Plan | For | Yes | No | ||||
Diamondback Energy, Inc. | ||||||||
Ticker: FANG | ||||||||
Primary CUSIP: 25278X109 | ||||||||
Meeting Date: 08-Jun-23 | ||||||||
Proponent | Proposal Text | Vote Instruction | Voted | Vote Against Management | ||||
Management | Elect Director Travis D. Stice | For | Yes | No | ||||
Management | Elect Director Vincent K. Brooks | For | Yes | No | ||||
Management | Elect Director David L. Houston | For | Yes | No | ||||
Management | Elect Director Rebecca A. Klein | For | Yes | No | ||||
Management | Elect Director Stephanie K. Mains | For | Yes | No | ||||
Management | Elect Director Mark L. Plaumann | For | Yes | No | ||||
Management | Elect Director Melanie M. Trent | For | Yes | No | ||||
Management | Elect Director Frank D. Tsuru | For | Yes | No | ||||
Management | Elect Director Steven E. West | For | Yes | No | ||||
Management | Advisory Vote to Ratify Named Executive Officers' Compensation | For | Yes | No | ||||
Management | Eliminate Supermajority Vote Requirement for Amendments of the Charter and Removal of Directors | For | Yes | No | ||||
Management | Provide Right to Call a Special Meeting at a 25 Percent Ownership Threshold | For | Yes | No | ||||
Management | Amend Certificate of Incorporation to Reflect New Delaware Law Provisions Regarding Officer Exculpation | For | Yes | No | ||||
Management | Ratify Grant Thornton LLP as Auditors | For | Yes | No |
FT CBOE Vest S&P 500® Dividend Aristocrats Target Income ETF®
Linde Plc | ||||||||
Ticker: LIN | ||||||||
CUSIP: G5494J103 | ||||||||
Shareholder meeting date: 25-Jul-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 Stephen F. Angel | Management | Yes | For | No | ||||
Elect Director Sanjiv Lamba | Management | Yes | For | No | ||||
Elect Director Ann-Kristin Achleitner | Management | Yes | For | No | ||||
Elect Director Thomas Enders | Management | Yes | For | No | ||||
Elect Director Edward G. Galante | Management | Yes | For | No | ||||
Elect Director Joe Kaeser | Management | Yes | For | No | ||||
Elect Director Victoria E. Ossadnik | Management | Yes | For | No | ||||
Elect Director Martin H. Richenhagen | Management | Yes | For | No | ||||
Elect Director Alberto Weisser | Management | Yes | For | No | ||||
Elect Director Robert L. Wood | Management | Yes | For | No | ||||
Ratify PricewaterhouseCoopers as Auditors | Management | Yes | For | No | ||||
Authorise Board to Fix Remuneration of Auditors | Management | Yes | For | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Approve Remuneration Report | Management | Yes | For | No | ||||
Determine Price Range for Reissuance of Treasury Shares | Management | Yes | For | No | ||||
Adopt Simple Majority Vote | Shareholder | Yes | For | Yes | ||||
Elect Director Stephen F. Angel | Management | Yes | For | No | ||||
Elect Director Sanjiv Lamba | Management | Yes | For | No | ||||
Elect Director Ann-Kristin Achleitner | Management | Yes | For | No | ||||
Elect Director Thomas Enders | Management | Yes | For | No | ||||
Elect Director Edward G. Galante | Management | Yes | For | No | ||||
Elect Director Joe Kaeser | Management | Yes | For | No | ||||
Elect Director Victoria E. Ossadnik | Management | Yes | For | No | ||||
Elect Director Martin H. Richenhagen | Management | Yes | For | No | ||||
Elect Director Alberto Weisser | Management | Yes | For | No | ||||
Elect Director Robert L. Wood | Management | Yes | For | No | ||||
Ratify PricewaterhouseCoopers as Auditors | Management | Yes | For | No | ||||
Authorise Board to Fix Remuneration of Auditors | Management | Yes | For | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Approve Remuneration Report | Management | Yes | For | No | ||||
Determine Price Range for Reissuance of Treasury Shares | Management | Yes | For | No | ||||
Adopt Simple Majority Vote | Shareholder | Yes | For | Yes | ||||
VF Corporation | ||||||||
Ticker: VFC | ||||||||
CUSIP: 918204108 | ||||||||
Shareholder meeting date: 26-Jul-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 Richard T. Carucci | Management | Yes | For | No | ||||
Elect Director Alex Cho | 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. 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 | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | Against | Yes | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Elect Director Richard T. Carucci | Management | Yes | For | No | ||||
Elect Director Alex Cho | 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. 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 | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | Against | Yes | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Elect Director Richard T. Carucci | Management | Yes | For | No | ||||
Elect Director Alex Cho | 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. 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 | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | Against | Yes | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
The Procter & Gamble Company | ||||||||
Ticker: PG | ||||||||
CUSIP: 742718109 | ||||||||
Shareholder meeting date: 11-Oct-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 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 Rajesh Subramaniam | 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 | ||||
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 Rajesh Subramaniam | 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 | ||||
Cintas Corporation | ||||||||
Ticker: CTAS | ||||||||
CUSIP: 172908105 | ||||||||
Shareholder meeting date: 25-Oct-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 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 for Business Combinations with Interested Persons | Management | Yes | For | No | ||||
Eliminate Supermajority Vote Requirement to Remove Directors for Cause | Management | Yes | For | No | ||||
Eliminate Supermajority Vote Requirement for Shareholder Approval of Mergers, Share Exchanges, Asset Sales and Dissolutions | Management | Yes | For | No | ||||
Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | For | Yes | ||||
Report on Political Contributions | Shareholder | Yes | For | Yes | ||||
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 for Business Combinations with Interested Persons | Management | Yes | For | No | ||||
Eliminate Supermajority Vote Requirement to Remove Directors for Cause | Management | Yes | For | No | ||||
Eliminate Supermajority Vote Requirement for Shareholder Approval of Mergers, Share Exchanges, Asset Sales and Dissolutions | Management | Yes | For | No | ||||
Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | For | Yes | ||||
Report on Political Contributions | Shareholder | Yes | For | Yes | ||||
Amcor plc | ||||||||
Ticker: AMCR | ||||||||
CUSIP: G0250X107 | ||||||||
Shareholder meeting date: 09-Nov-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 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 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 | ||||
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 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 | ||||
Automatic Data Processing, Inc. | ||||||||
Ticker: ADP | ||||||||
CUSIP: 53015103 | ||||||||
Shareholder meeting date: 09-Nov-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 Peter Bisson | Management | Yes | For | No | ||||
Elect Director David V. Goeckeler | 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 | ||||
Amend Qualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Elect Director Peter Bisson | Management | Yes | For | No | ||||
Elect Director David V. Goeckeler | 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 | ||||
Amend Qualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Cardinal Health, Inc. | ||||||||
Ticker: CAH | ||||||||
CUSIP: 14149Y108 | ||||||||
Shareholder meeting date: 09-Nov-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 Steven K. Barg | Management | Yes | For | No | ||||
Elect Director Michelle M. Brennan | Management | Yes | For | No | ||||
Elect Director Sujatha Chandrasekaran | Management | Yes | For | No | ||||
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 Jason M. Hollar | Management | Yes | For | No | ||||
Elect Director Akhil Johri | Management | Yes | For | No | ||||
Elect Director Gregory B. Kenny | Management | Yes | For | No | ||||
Elect Director Nancy Killefer | Management | Yes | For | No | ||||
Elect Director Christine A. Mundkur | 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 | ||||
Elect Director Steven K. Barg | Management | Yes | For | No | ||||
Elect Director Michelle M. Brennan | Management | Yes | For | No | ||||
Elect Director Sujatha Chandrasekaran | Management | Yes | For | No | ||||
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 Jason M. Hollar | Management | Yes | For | No | ||||
Elect Director Akhil Johri | Management | Yes | For | No | ||||
Elect Director Gregory B. Kenny | Management | Yes | For | No | ||||
Elect Director Nancy Killefer | Management | Yes | For | No | ||||
Elect Director Christine A. Mundkur | 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 | ||||
The Clorox Company | ||||||||
Ticker: CLX | ||||||||
CUSIP: 189054109 | ||||||||
Shareholder meeting date: 16-Nov-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 Amy L. Banse | Management | Yes | For | No | ||||
Elect Director Julia Denman | 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 Stephanie Plaines | 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 | ||||
Elect Director Amy L. Banse | Management | Yes | For | No | ||||
Elect Director Julia Denman | 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 Stephanie Plaines | 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 | ||||
Sysco Corporation | ||||||||
Ticker: SYY | ||||||||
CUSIP: 871829107 | ||||||||
Shareholder meeting date: 18-Nov-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 Ali Dibadj | Management | Yes | For | No | ||||
Elect Director Larry C. Glasscock | Management | Yes | For | No | ||||
Elect Director Jill M. Golder | 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 Alison Kenney Paul | 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 Third-Party Civil Rights Audit | Shareholder | Yes | For | Yes | ||||
Commission Third Party Report Assessing Company's Supply Chain Risks | Shareholder | Yes | Against | No | ||||
Report on Efforts to Reduce Plastic Use | Shareholder | Yes | For | No | ||||
Elect Director Daniel J. Brutto | Management | Yes | For | No | ||||
Elect Director Ali Dibadj | Management | Yes | For | No | ||||
Elect Director Larry C. Glasscock | Management | Yes | For | No | ||||
Elect Director Jill M. Golder | 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 Alison Kenney Paul | 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 Third-Party Civil Rights Audit | Shareholder | Yes | For | Yes | ||||
Commission Third Party Report Assessing Company's Supply Chain Risks | Shareholder | Yes | Against | No | ||||
Report on Efforts to Reduce Plastic Use | Shareholder | Yes | For | No | ||||
Medtronic Plc | ||||||||
Ticker: MDT | ||||||||
CUSIP: G5960L103 | ||||||||
Shareholder meeting date: 08-Dec-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 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 Lidia L. Fonseca | 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 | ||||
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 | ||||
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 Lidia L. Fonseca | 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 | ||||
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 | ||||
Linde Plc | ||||||||
Ticker: LIN | ||||||||
CUSIP: G5494J103 | ||||||||
Shareholder meeting date: 18-Jan-23 | ||||||||
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 | ||||
Approve Scheme of Arrangement | Management | Yes | For | No | ||||
Amend Articles of Association | Management | Yes | For | No | ||||
Approve Common Draft Terms of Merger | Management | Yes | For | No | ||||
Approve Scheme of Arrangement | Management | Yes | For | No | ||||
Amend Articles of Association | Management | Yes | For | No | ||||
Approve Common Draft Terms of Merger | Management | Yes | For | No | ||||
Approve Scheme of Arrangement | Management | Yes | For | No | ||||
Approve Scheme of Arrangement | Management | Yes | For | No | ||||
Becton, Dickinson and Company | ||||||||
Ticker: BDX | ||||||||
CUSIP: 75887109 | ||||||||
Shareholder meeting date: 24-Jan-23 | ||||||||
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 M. Brown | Management | Yes | For | No | ||||
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 Thomas E. Polen | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Amend Omnibus Stock Plan | Management | Yes | For | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | For | Yes | ||||
Elect Director William M. Brown | Management | Yes | For | No | ||||
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 Thomas E. Polen | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Amend Omnibus Stock Plan | Management | Yes | For | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | For | Yes | ||||
Air Products and Chemicals, Inc. | ||||||||
Ticker: APD | ||||||||
CUSIP: 9158106 | ||||||||
Shareholder meeting date: 26-Jan-23 | ||||||||
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 Tonit M. Calaway | Management | Yes | For | No | ||||
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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Elect Director Tonit M. Calaway | Management | Yes | For | No | ||||
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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Walgreens Boots Alliance, Inc. | ||||||||
Ticker: WBA | ||||||||
CUSIP: 931427108 | ||||||||
Shareholder meeting date: 26-Jan-23 | ||||||||
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 Inderpal S. Bhandari | Management | Yes | For | No | ||||
Elect Director Rosalind G. Brewer | Management | Yes | For | No | ||||
Elect Director Ginger L. Graham | Management | Yes | For | No | ||||
Elect Director Bryan C. Hanson | Management | Yes | For | No | ||||
Elect Director Valerie B. Jarrett | Management | Yes | For | No | ||||
Elect Director John A. Lederer | Management | Yes | For | No | ||||
Elect Director Dominic P. Murphy | Management | Yes | For | No | ||||
Elect Director Stefano Pessina | Management | Yes | For | No | ||||
Elect Director Nancy M. Schlichting | 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 Public Health Costs Due to Tobacco Product Sales and the Impact on Overall Market | Shareholder | Yes | Against | No | ||||
Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||
Elect Director Janice M. Babiak | Management | Yes | For | No | ||||
Elect Director Inderpal S. Bhandari | Management | Yes | For | No | ||||
Elect Director Rosalind G. Brewer | Management | Yes | For | No | ||||
Elect Director Ginger L. Graham | Management | Yes | For | No | ||||
Elect Director Bryan C. Hanson | Management | Yes | For | No | ||||
Elect Director Valerie B. Jarrett | Management | Yes | For | No | ||||
Elect Director John A. Lederer | Management | Yes | For | No | ||||
Elect Director Dominic P. Murphy | Management | Yes | For | No | ||||
Elect Director Stefano Pessina | Management | Yes | For | No | ||||
Elect Director Nancy M. Schlichting | 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 Public Health Costs Due to Tobacco Product Sales and the Impact on Overall Market | Shareholder | Yes | Against | No | ||||
Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||
Hormel Foods Corporation | ||||||||
Ticker: HRL | ||||||||
CUSIP: 440452100 | ||||||||
Shareholder meeting date: 31-Jan-23 | ||||||||
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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Yes | Against | No | ||||
Elect Director Prama Bhatt | Management | Yes | For | No | ||||
Elect Director Gary C. Bhojwani | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Yes | Against | No | ||||
Emerson Electric Co. | ||||||||
Ticker: EMR | ||||||||
CUSIP: 291011104 | ||||||||
Shareholder meeting date: 07-Feb-23 | ||||||||
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 Martin S. Craighead | Management | Yes | For | No | ||||
Elect Director Gloria A. Flach | Management | Yes | For | No | ||||
Elect Director Matthew S. Levatich | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Elect Director Martin S. Craighead | Management | Yes | For | No | ||||
Elect Director Gloria A. Flach | Management | Yes | For | No | ||||
Elect Director Matthew S. Levatich | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Franklin Resources, Inc. | ||||||||
Ticker: BEN | ||||||||
CUSIP: 354613101 | ||||||||
Shareholder meeting date: 07-Feb-23 | ||||||||
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 | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | Yes | ||||
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 | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | Yes | ||||
Atmos Energy Corporation | ||||||||
Ticker: ATO | ||||||||
CUSIP: 49560105 | ||||||||
Shareholder meeting date: 08-Feb-23 | ||||||||
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 C. Ale | Management | Yes | For | No | ||||
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 | ||||
Elect Director John C. Ale | Management | Yes | For | No | ||||
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 | ||||
A. O. Smith Corporation | ||||||||
Ticker: AOS | ||||||||
CUSIP: 831865209 | ||||||||
Shareholder meeting date: 11-Apr-23 | ||||||||
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 Ronald D. Brown | Management | Yes | Withhold | Yes | ||||
Elect Director Earl E. Exum | Management | Yes | For | No | ||||
Elect Director Michael M. Larsen | Management | Yes | For | No | ||||
Elect Director Idelle K. Wolf | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Yes | Against | No | ||||
Elect Director Ronald D. Brown | Management | Yes | Withhold | Yes | ||||
Elect Director Earl E. Exum | Management | Yes | For | No | ||||
Elect Director Michael M. Larsen | Management | Yes | For | No | ||||
Elect Director Idelle K. Wolf | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Report on Whether Company Policies Reinforce Racism in Company Culture | Shareholder | Yes | Against | No | ||||
The Sherwin-Williams Company | ||||||||
Ticker: SHW | ||||||||
CUSIP: 824348106 | ||||||||
Shareholder meeting date: 19-Apr-23 | ||||||||
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 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 | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
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 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 | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Kimberly-Clark Corporation | ||||||||
Ticker: KMB | ||||||||
CUSIP: 494368103 | ||||||||
Shareholder meeting date: 20-Apr-23 | ||||||||
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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Elect Director Sylvia M. Burwell | Management | Yes | For | No | ||||
Elect Director John W. Culver | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
PPG Industries, Inc. | ||||||||
Ticker: PPG | ||||||||
CUSIP: 693506107 | ||||||||
Shareholder meeting date: 20-Apr-23 | ||||||||
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 Stephen F. Angel | Management | Yes | For | No | ||||
Elect Director Hugh Grant | Management | Yes | For | No | ||||
Elect Director Melanie L. Healey | Management | Yes | For | No | ||||
Elect Director Timothy M. Knavish | Management | Yes | For | No | ||||
Elect Director Guillermo Novo | 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 | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||
Elect Director Stephen F. Angel | Management | Yes | For | No | ||||
Elect Director Hugh Grant | Management | Yes | For | No | ||||
Elect Director Melanie L. Healey | Management | Yes | For | No | ||||
Elect Director Timothy M. Knavish | Management | Yes | For | No | ||||
Elect Director Guillermo Novo | 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 | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||
Stanley Black & Decker, Inc. | ||||||||
Ticker: SWK | ||||||||
CUSIP: 854502101 | ||||||||
Shareholder meeting date: 21-Apr-23 | ||||||||
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 Donald Allan, Jr. | Management | Yes | For | No | ||||
Elect Director Andrea J. Ayers | Management | Yes | For | No | ||||
Elect Director Patrick D. Campbell | Management | Yes | For | No | ||||
Elect Director Debra A. Crew | Management | Yes | For | No | ||||
Elect Director Michael D. Hankin | Management | Yes | For | No | ||||
Elect Director Robert J. Manning | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | Against | No | ||||
Elect Director Donald Allan, Jr. | Management | Yes | For | No | ||||
Elect Director Andrea J. Ayers | Management | Yes | For | No | ||||
Elect Director Patrick D. Campbell | Management | Yes | For | No | ||||
Elect Director Debra A. Crew | Management | Yes | For | No | ||||
Elect Director Michael D. Hankin | Management | Yes | For | No | ||||
Elect Director Robert J. Manning | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | Against | No | ||||
International Business Machines Corporation | ||||||||
Ticker: IBM | ||||||||
CUSIP: 459200101 | ||||||||
Shareholder meeting date: 25-Apr-23 | ||||||||
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 F. 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||
Report on Risks Related to Operations in China | Shareholder | Yes | Against | No | ||||
Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Yes | For | Yes | ||||
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 F. 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||
Report on Risks Related to Operations in China | Shareholder | Yes | Against | No | ||||
Report on Efforts to Prevent Harassment and Discrimination in the Workplace | Shareholder | Yes | For | Yes | ||||
The Coca-Cola Company | ||||||||
Ticker: KO | ||||||||
CUSIP: 191216100 | ||||||||
Shareholder meeting date: 25-Apr-23 | ||||||||
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 Carolyn Everson | 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 Amity Millhiser | 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 | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Report on Third-Party Civil Rights Audit | Shareholder | Yes | Against | No | ||||
Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Yes | Against | No | ||||
Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Yes | For | Yes | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Yes | Against | No | ||||
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 Carolyn Everson | 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 Amity Millhiser | 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 | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Report on Third-Party Civil Rights Audit | Shareholder | Yes | Against | No | ||||
Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Yes | Against | No | ||||
Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Yes | For | Yes | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Report on Risk Due to Restrictions on Reproductive Rights | Shareholder | Yes | Against | No | ||||
West Pharmaceutical Services, Inc. | ||||||||
Ticker: WST | ||||||||
CUSIP: 955306105 | ||||||||
Shareholder meeting date: 25-Apr-23 | ||||||||
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 | For | No | ||||
Elect Director Robert F. Friel | Management | Yes | For | No | ||||
Elect Director Eric M. Green | Management | Yes | For | No | ||||
Elect Director Thomas W. Hofmann | Management | Yes | For | No | ||||
Elect Director Molly E. Joseph | 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 Stephen H. Lockhart | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Amend Bylaws | Shareholder | Yes | Against | No | ||||
Elect Director Mark A. Buthman | Management | Yes | For | No | ||||
Elect Director William F. Feehery | Management | Yes | For | No | ||||
Elect Director Robert F. Friel | Management | Yes | For | No | ||||
Elect Director Eric M. Green | Management | Yes | For | No | ||||
Elect Director Thomas W. Hofmann | Management | Yes | For | No | ||||
Elect Director Molly E. Joseph | 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 Stephen H. Lockhart | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Amend Bylaws | Shareholder | Yes | Against | No | ||||
W.W. Grainger, Inc. | ||||||||
Ticker: GWW | ||||||||
CUSIP: 384802104 | ||||||||
Shareholder meeting date: 26-Apr-23 | ||||||||
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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Church & Dwight Co., Inc. | ||||||||
Ticker: CHD | ||||||||
CUSIP: 171340102 | ||||||||
Shareholder meeting date: 27-Apr-23 | ||||||||
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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Approve Qualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Elect Director Bradlen S. Cashaw | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Approve Qualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Johnson & Johnson | ||||||||
Ticker: JNJ | ||||||||
CUSIP: 478160104 | ||||||||
Shareholder meeting date: 27-Apr-23 | ||||||||
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 Jennifer A. Doudna | Management | Yes | For | No | ||||
Elect Director Joaquin Duato | Management | Yes | For | No | ||||
Elect Director Marillyn A. Hewson | Management | Yes | For | No | ||||
Elect Director Paula A. Johnson | 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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | Yes | No | |||||
Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Yes | For | Yes | ||||
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Yes | For | Yes | ||||
Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Yes | Against | No | ||||
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 Jennifer A. Doudna | Management | Yes | For | No | ||||
Elect Director Joaquin Duato | Management | Yes | For | No | ||||
Elect Director Marillyn A. Hewson | Management | Yes | For | No | ||||
Elect Director Paula A. Johnson | 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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | Yes | No | |||||
Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Yes | For | Yes | ||||
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Yes | For | Yes | ||||
Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Yes | Against | No | ||||
Abbott Laboratories | ||||||||
Ticker: ABT | ||||||||
CUSIP: 2824100 | ||||||||
Shareholder meeting date: 28-Apr-23 | ||||||||
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 Claire Babineaux-Fontenot | 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 Michael G. O'Grady | 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 | ||||
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 | ||||
Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | Against | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Report on Lobbying Payments and Policy | Shareholder | Yes | Against | No | ||||
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Yes | Against | No | ||||
Elect Director Robert J. Alpern | Management | Yes | For | No | ||||
Elect Director Claire Babineaux-Fontenot | 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 Michael G. O'Grady | 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 | ||||
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 | ||||
Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | Against | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Report on Lobbying Payments and Policy | Shareholder | Yes | Against | No | ||||
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Yes | Against | No | ||||
Aflac Incorporated | ||||||||
Ticker: AFL | ||||||||
CUSIP: 1055102 | ||||||||
Shareholder meeting date: 01-May-23 | ||||||||
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 Miwako Hosoda | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||
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 Miwako Hosoda | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||
Genuine Parts Company | ||||||||
Ticker: GPC | ||||||||
CUSIP: 372460105 | ||||||||
Shareholder meeting date: 01-May-23 | ||||||||
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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Albemarle Corporation | ||||||||
Ticker: ALB | ||||||||
CUSIP: 12653101 | ||||||||
Shareholder meeting date: 02-May-23 | ||||||||
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 M. 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 | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Approve Non-Employee Director Restricted Stock Plan | Management | Yes | For | No | ||||
Elect Director M. 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 | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Approve Non-Employee Director Restricted Stock Plan | Management | Yes | For | No | ||||
Expeditors International of Washington, Inc. | ||||||||
Ticker: EXPD | ||||||||
CUSIP: 302130109 | ||||||||
Shareholder meeting date: 02-May-23 | ||||||||
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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | For | Yes | ||||
Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Yes | For | Yes | ||||
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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | For | Yes | ||||
Report on Effectiveness of Diversity Equity and Inclusion Efforts and Metrics | Shareholder | Yes | For | Yes | ||||
Brown & Brown, Inc. | ||||||||
Ticker: BRO | ||||||||
CUSIP: 115236101 | ||||||||
Shareholder meeting date: 03-May-23 | ||||||||
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 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 Jaymin B. Patel | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Elect Director J. Hyatt 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 Jaymin B. Patel | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Federal Realty Investment Trust | ||||||||
Ticker: FRT | ||||||||
CUSIP: 313745101 | ||||||||
Shareholder meeting date: 03-May-23 | ||||||||
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 Thomas A. McEachin | Management | Yes | For | No | ||||
Elect Director Anthony P. Nader, III | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Increase Authorized Common Stock | Management | Yes | For | No | ||||
Ratify Grant Thornton, LLP as Auditors | Management | Yes | For | No | ||||
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 Thomas A. McEachin | Management | Yes | For | No | ||||
Elect Director Anthony P. Nader, III | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Increase Authorized Common Stock | Management | Yes | For | No | ||||
Ratify Grant Thornton, LLP as Auditors | Management | Yes | For | No | ||||
General Dynamics Corporation | ||||||||
Ticker: GD | ||||||||
CUSIP: 369550108 | ||||||||
Shareholder meeting date: 03-May-23 | ||||||||
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 D. Clarke | Management | Yes | For | No | ||||
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 | ||||
Amend Certificate of Incorporation to Limit the Liability of Certain Officers | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Report on Human Rights Risk Assessment | Shareholder | Yes | For | Yes | ||||
Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||
Elect Director Richard D. Clarke | Management | Yes | For | No | ||||
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 | ||||
Amend Certificate of Incorporation to Limit the Liability of Certain Officers | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Report on Human Rights Risk Assessment | Shareholder | Yes | For | Yes | ||||
Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||
PepsiCo, Inc. | ||||||||
Ticker: PEP | ||||||||
CUSIP: 713448108 | ||||||||
Shareholder meeting date: 03-May-23 | ||||||||
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 Jennifer Bailey | 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 Susan M. Diamond | 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 J. 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Yes | Against | No | ||||
Report on Impacts of Restrictive Reproductive Healthcare Legislation | Shareholder | Yes | Against | No | ||||
Publish Annual Congruency Report on Net-Zero Emissions Policy | Shareholder | Yes | Against | No | ||||
Elect Director Segun Agbaje | Management | Yes | For | No | ||||
Elect Director Jennifer Bailey | 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 Susan M. Diamond | 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 J. 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Yes | Against | No | ||||
Report on Impacts of Restrictive Reproductive Healthcare Legislation | Shareholder | Yes | Against | No | ||||
Publish Annual Congruency Report on Net-Zero Emissions Policy | Shareholder | Yes | Against | No | ||||
S&P Global Inc. | ||||||||
Ticker: SPGI | ||||||||
CUSIP: 78409V104 | ||||||||
Shareholder meeting date: 03-May-23 | ||||||||
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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Archer-Daniels-Midland Company | ||||||||
Ticker: ADM | ||||||||
CUSIP: 39483102 | ||||||||
Shareholder meeting date: 04-May-23 | ||||||||
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 James C. Collins, Jr. | Management | Yes | For | No | ||||
Elect Director Terrell K. Crews | Management | Yes | For | No | ||||
Elect Director Ellen de Brabander | 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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Elect Director Michael S. Burke | Management | Yes | For | No | ||||
Elect Director Theodore Colbert | Management | Yes | For | No | ||||
Elect Director James C. Collins, Jr. | Management | Yes | For | No | ||||
Elect Director Terrell K. Crews | Management | Yes | For | No | ||||
Elect Director Ellen de Brabander | 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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
C.H. Robinson Worldwide, Inc. | ||||||||
Ticker: CHRW | ||||||||
CUSIP: 12541W209 | ||||||||
Shareholder meeting date: 04-May-23 | ||||||||
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 Scott P. Anderson | Management | Yes | For | No | ||||
Elect Director James J. Barber, Jr. | Management | Yes | For | No | ||||
Elect Director Kermit R. Crawford | Management | Yes | For | No | ||||
Elect Director Timothy C. Gokey | Management | Yes | For | No | ||||
Elect Director Mark A. Goodburn | Management | Yes | For | No | ||||
Elect Director Mary J. Steele Guilfoile | Management | Yes | For | No | ||||
Elect Director Jodee A. Kozlak | Management | Yes | For | No | ||||
Elect Director Henry J. Maier | Management | Yes | For | No | ||||
Elect Director James B. Stake | Management | Yes | For | No | ||||
Elect Director Paula C. Tolliver | Management | Yes | For | No | ||||
Elect Director Henry W. 'Jay' Winship | 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 | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Elect Director Scott P. Anderson | Management | Yes | For | No | ||||
Elect Director James J. Barber, Jr. | Management | Yes | For | No | ||||
Elect Director Kermit R. Crawford | Management | Yes | For | No | ||||
Elect Director Timothy C. Gokey | Management | Yes | For | No | ||||
Elect Director Mark A. Goodburn | Management | Yes | For | No | ||||
Elect Director Mary J. Steele Guilfoile | Management | Yes | For | No | ||||
Elect Director Jodee A. Kozlak | Management | Yes | For | No | ||||
Elect Director Henry J. Maier | Management | Yes | For | No | ||||
Elect Director James B. Stake | Management | Yes | For | No | ||||
Elect Director Paula C. Tolliver | Management | Yes | For | No | ||||
Elect Director Henry W. 'Jay' Winship | 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 | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Ecolab Inc. | ||||||||
Ticker: ECL | ||||||||
CUSIP: 278865100 | ||||||||
Shareholder meeting date: 04-May-23 | ||||||||
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 Eric M. Green | 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 | ||||
Approve Omnibus Stock Plan | Management | Yes | For | No | ||||
Amend Nonqualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | Against | Yes | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||
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 Eric M. Green | 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 | ||||
Approve Omnibus Stock Plan | Management | Yes | For | No | ||||
Amend Nonqualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | Against | Yes | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||
AbbVie Inc. | ||||||||
Ticker: ABBV | ||||||||
CUSIP: 00287Y109 | ||||||||
Shareholder meeting date: 05-May-23 | ||||||||
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 Melody B. Meyer | Management | Yes | For | No | ||||
Elect Director Frederick H. Waddell | 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 | ||||
Adopt Simple Majority Vote | Shareholder | Yes | For | Yes | ||||
Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Yes | Against | No | ||||
Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||
Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Yes | For | Yes | ||||
Elect Director Robert J. Alpern | Management | Yes | For | No | ||||
Elect Director Melody B. Meyer | Management | Yes | For | No | ||||
Elect Director Frederick H. Waddell | 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 | ||||
Adopt Simple Majority Vote | Shareholder | Yes | For | Yes | ||||
Report on Congruency of Political Spending with Company Values and Priorities | Shareholder | Yes | Against | No | ||||
Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||
Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Yes | For | Yes | ||||
Dover Corporation | ||||||||
Ticker: DOV | ||||||||
CUSIP: 260003108 | ||||||||
Shareholder meeting date: 05-May-23 | ||||||||
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 Michael Manley | 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 Keith E. Wandell | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | Against | No | ||||
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 Michael Manley | 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 Keith E. Wandell | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | Against | No | ||||
Illinois Tool Works Inc. | ||||||||
Ticker: ITW | ||||||||
CUSIP: 452308109 | ||||||||
Shareholder meeting date: 05-May-23 | ||||||||
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 Darell L. Ford | Management | Yes | For | No | ||||
Elect Director Kelly J. Grier | 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 | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Elect Director Daniel J. Brutto | Management | Yes | For | No | ||||
Elect Director Susan Crown | Management | Yes | For | No | ||||
Elect Director Darell L. Ford | Management | Yes | For | No | ||||
Elect Director Kelly J. Grier | 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 | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Cincinnati Financial Corporation | ||||||||
Ticker: CINF | ||||||||
CUSIP: 172062101 | ||||||||
Shareholder meeting date: 06-May-23 | ||||||||
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 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 | ||||
Amend Code of Regulations | 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 | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Elect Director Thomas J. Aaron | 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 | ||||
Amend Code of Regulations | 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 | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
3M Company | ||||||||
Ticker: MMM | ||||||||
CUSIP: 88579Y101 | ||||||||
Shareholder meeting date: 09-May-23 | ||||||||
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 Anne H. Chow | 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 Suzan Kereere | Management | Yes | For | No | ||||
Elect Director Gregory R. Page | Management | Yes | For | No | ||||
Elect Director Pedro J. Pizarro | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Elect Director Thomas "Tony" K. Brown | Management | Yes | For | No | ||||
Elect Director Anne H. Chow | 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 Suzan Kereere | Management | Yes | For | No | ||||
Elect Director Gregory R. Page | Management | Yes | For | No | ||||
Elect Director Pedro J. Pizarro | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Essex Property Trust, Inc. | ||||||||
Ticker: ESS | ||||||||
CUSIP: 297178105 | ||||||||
Shareholder meeting date: 09-May-23 | ||||||||
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 Angela L. Kleiman | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
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 Angela L. Kleiman | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Pentair plc | ||||||||
Ticker: PNR | ||||||||
CUSIP: G7S00T104 | ||||||||
Shareholder meeting date: 09-May-23 | ||||||||
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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Deloitte & Touche LLP as Auditors and Authorise 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 | ||||
Elect Director Mona Abutaleb Stephenson | Management | Yes | For | No | ||||
Elect Director Melissa Barra | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Deloitte & Touche LLP as Auditors and Authorise 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 | ||||
T. Rowe Price Group, Inc. | ||||||||
Ticker: TROW | ||||||||
CUSIP: 74144T108 | ||||||||
Shareholder meeting date: 09-May-23 | ||||||||
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 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 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 | ||||
Amend Nonqualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||
Elect Director Glenn R. August | Management | Yes | For | No | ||||
Elect Director Mark S. Bartlett | 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 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 | ||||
Amend Nonqualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||
Nucor Corporation | ||||||||
Ticker: NUE | ||||||||
CUSIP: 670346105 | ||||||||
Shareholder meeting date: 11-May-23 | ||||||||
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 Michael W. Lamach | Management | Yes | For | No | ||||
Elect Director Joseph D. Rupp | Management | Yes | For | No | ||||
Elect Director Leon J. Topalian | Management | Yes | For | No | ||||
Elect Director Nadja Y. West | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
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 Michael W. Lamach | Management | Yes | For | No | ||||
Elect Director Joseph D. Rupp | Management | Yes | For | No | ||||
Elect Director Leon J. Topalian | Management | Yes | For | No | ||||
Elect Director Nadja Y. West | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Colgate-Palmolive Company | ||||||||
Ticker: CL | ||||||||
CUSIP: 194162103 | ||||||||
Shareholder meeting date: 12-May-23 | ||||||||
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 Steve Cahillane | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Adopt Share Retention Policy For Senior Executives | Shareholder | Yes | For | Yes | ||||
Elect Director John P. Bilbrey | Management | Yes | For | No | ||||
Elect Director John T. Cahill | Management | Yes | For | No | ||||
Elect Director Steve Cahillane | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Adopt Share Retention Policy For Senior Executives | Shareholder | Yes | For | Yes | ||||
Consolidated Edison, Inc. | ||||||||
Ticker: ED | ||||||||
CUSIP: 209115104 | ||||||||
Shareholder meeting date: 15-May-23 | ||||||||
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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Approve Omnibus Stock Plan | Management | Yes | For | No | ||||
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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Approve Omnibus Stock Plan | Management | Yes | For | No | ||||
Chubb Limited | ||||||||
Ticker: CB | ||||||||
CUSIP: H1467J104 | ||||||||
Shareholder meeting date: 17-May-23 | ||||||||
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 | Against | Yes | ||||
Elect Director Michael G. Atieh | Management | Yes | For | No | ||||
Elect Director Kathy Bonanno | Management | Yes | For | No | ||||
Elect Director Nancy K. Buese | Management | Yes | For | No | ||||
Elect Director Sheila P. Burke | Management | Yes | For | No | ||||
Elect Director Michael L. Corbat | 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 Frances F. Townsend | Management | Yes | Against | Yes | ||||
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 David H. Sidwell 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 | ||||
Amend Articles Relating to Swiss Corporate Law Updates | Management | Yes | For | No | ||||
Amend Articles to Advance Notice Period | Management | Yes | For | No | ||||
Cancel Repurchased Shares | Management | Yes | For | No | ||||
Reduction of Par Value | Management | Yes | For | No | ||||
Approve Remuneration of Directors in the Amount of USD 5.5 Million | Management | Yes | For | No | ||||
Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | Management | Yes | For | No | ||||
Approve Remuneration Report | 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 | ||||
Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Yes | For | Yes | ||||
Report on Human Rights Risk Assessment | Shareholder | Yes | Against | No | ||||
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 | Against | Yes | ||||
Elect Director Michael G. Atieh | Management | Yes | For | No | ||||
Elect Director Kathy Bonanno | Management | Yes | For | No | ||||
Elect Director Nancy K. Buese | Management | Yes | For | No | ||||
Elect Director Sheila P. Burke | Management | Yes | For | No | ||||
Elect Director Michael L. Corbat | 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 Frances F. Townsend | Management | Yes | Against | Yes | ||||
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 David H. Sidwell 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 | ||||
Amend Articles Relating to Swiss Corporate Law Updates | Management | Yes | For | No | ||||
Amend Articles to Advance Notice Period | Management | Yes | For | No | ||||
Cancel Repurchased Shares | Management | Yes | For | No | ||||
Reduction of Par Value | Management | Yes | For | No | ||||
Approve Remuneration of Directors in the Amount of USD 5.5 Million | Management | Yes | For | No | ||||
Approve Remuneration of Executive Management in the Amount of USD 65 Million for Fiscal 2024 | Management | Yes | For | No | ||||
Approve Remuneration Report | 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 | ||||
Report on GHG Emissions Reduction Targets Aligned with the Paris Agreement Goal | Shareholder | Yes | For | Yes | ||||
Report on Human Rights Risk Assessment | Shareholder | Yes | Against | No | ||||
NextEra Energy, Inc. | ||||||||
Ticker: NEE | ||||||||
CUSIP: 65339F101 | ||||||||
Shareholder meeting date: 18-May-23 | ||||||||
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 Nicole S. Arnaboldi | Management | Yes | For | No | ||||
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 Deborah "Dev" Stahlkopf | Management | Yes | For | No | ||||
Elect Director John A. Stall | Management | Yes | For | No | ||||
Elect Director Darryl L. Wilson | Management | Yes | For | No | ||||
Ratify Deloitte & Touche 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 | ||||
Disclose Board Skills and Diversity Matrix | Shareholder | Yes | For | Yes | ||||
Elect Director Nicole S. Arnaboldi | Management | Yes | For | No | ||||
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 Deborah "Dev" Stahlkopf | Management | Yes | For | No | ||||
Elect Director John A. Stall | Management | Yes | For | No | ||||
Elect Director Darryl L. Wilson | Management | Yes | For | No | ||||
Ratify Deloitte & Touche 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 | ||||
Disclose Board Skills and Diversity Matrix | Shareholder | Yes | For | Yes | ||||
Realty Income Corporation | ||||||||
Ticker: O | ||||||||
CUSIP: 756109104 | ||||||||
Shareholder meeting date: 23-May-23 | ||||||||
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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
McDonald's Corporation | ||||||||
Ticker: MCD | ||||||||
CUSIP: 580135101 | ||||||||
Shareholder meeting date: 25-May-23 | ||||||||
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 Anthony Capuano | Management | Yes | For | No | ||||
Elect Director Kareem Daniel | Management | Yes | For | No | ||||
Elect Director Lloyd Dean | 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 Jennifer Taubert | Management | Yes | For | No | ||||
Elect Director Paul Walsh | Management | Yes | For | No | ||||
Elect Director Amy Weaver | Management | Yes | For | No | ||||
Elect Director Miles White | 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 | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Shareholder | Yes | Against | No | ||||
Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Yes | Against | No | ||||
Report on Risks Related to Operations in China | Shareholder | Yes | Against | No | ||||
Report on Civil Rights and Non-Discrimination Audit | Shareholder | Yes | Against | No | ||||
Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||
Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Yes | Against | No | ||||
Report on Animal Welfare | Shareholder | Yes | For | Yes | ||||
Elect Director Anthony Capuano | Management | Yes | For | No | ||||
Elect Director Kareem Daniel | Management | Yes | For | No | ||||
Elect Director Lloyd Dean | 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 Jennifer Taubert | Management | Yes | For | No | ||||
Elect Director Paul Walsh | Management | Yes | For | No | ||||
Elect Director Amy Weaver | Management | Yes | For | No | ||||
Elect Director Miles White | 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 | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Adopt Policy to Phase Out Use of Medically-Important Antibiotics in Beef and Pork Supply Chain | Shareholder | Yes | Against | No | ||||
Comply with World Health Organization Guidelines on Antimicrobial Use Throughout Supply Chains | Shareholder | Yes | Against | No | ||||
Report on Risks Related to Operations in China | Shareholder | Yes | Against | No | ||||
Report on Civil Rights and Non-Discrimination Audit | Shareholder | Yes | Against | No | ||||
Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||
Issue Transparency Report on Global Public Policy and Political Influence | Shareholder | Yes | Against | No | ||||
Report on Animal Welfare | Shareholder | Yes | For | Yes | ||||
Lowe's Companies, Inc. | ||||||||
Ticker: LOW | ||||||||
CUSIP: 548661107 | ||||||||
Shareholder meeting date: 26-May-23 | ||||||||
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 Scott H. Baxter | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Elect Director Raul Alvarez | Management | Yes | For | No | ||||
Elect Director David H. Batchelder | Management | Yes | For | No | ||||
Elect Director Scott H. Baxter | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Chevron Corporation | ||||||||
Ticker: CVX | ||||||||
CUSIP: 166764100 | ||||||||
Shareholder meeting date: 31-May-23 | ||||||||
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 D. James Umpleby, III | Management | Yes | For | No | ||||
Elect Director Cynthia J. Warner | Management | Yes | For | No | ||||
Elect Director Michael K. (Mike) Wirth | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Rescind Scope 3 GHG Reduction Proposal | Shareholder | Yes | Against | No | ||||
Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Yes | Against | No | ||||
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Yes | Against | No | ||||
Establish Board Committee on Decarbonization Risk | Shareholder | Yes | Against | No | ||||
Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Yes | Against | No | ||||
Oversee and Report a Racial Equity Audit | Shareholder | Yes | Against | No | ||||
Publish a Tax Transparency Report | Shareholder | Yes | Against | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
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 D. James Umpleby, III | Management | Yes | For | No | ||||
Elect Director Cynthia J. Warner | Management | Yes | For | No | ||||
Elect Director Michael K. (Mike) Wirth | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Rescind Scope 3 GHG Reduction Proposal | Shareholder | Yes | Against | No | ||||
Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Yes | Against | No | ||||
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Yes | Against | No | ||||
Establish Board Committee on Decarbonization Risk | Shareholder | Yes | Against | No | ||||
Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Yes | Against | No | ||||
Oversee and Report a Racial Equity Audit | Shareholder | Yes | Against | No | ||||
Publish a Tax Transparency Report | Shareholder | Yes | Against | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Exxon Mobil Corporation | ||||||||
Ticker: XOM | ||||||||
CUSIP: 30231G102 | ||||||||
Shareholder meeting date: 31-May-23 | ||||||||
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 Gregory J. Goff | Management | Yes | For | No | ||||
Elect Director John D. Harris, II | 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 Lawrence W. Kellner | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Establish Board Committee on Decarbonization Risk | Shareholder | Yes | Against | No | ||||
Reduce Executive Stock Holding Period | Shareholder | Yes | Against | No | ||||
Report on Carbon Capture and Storage | Shareholder | Yes | Against | No | ||||
Report on Methane Emission Disclosure Reliability | Shareholder | Yes | For | Yes | ||||
Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Yes | Against | No | ||||
Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Yes | Against | No | ||||
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Yes | Against | No | ||||
Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Yes | Against | No | ||||
Commission Audited Report on Reduced Plastics Demand | Shareholder | Yes | For | Yes | ||||
Report on Potential Costs of Environmental Litigation | Shareholder | Yes | Against | No | ||||
Publish a Tax Transparency Report | Shareholder | Yes | Against | No | ||||
Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Yes | Against | No | ||||
Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | Yes | No | |||||
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 Gregory J. Goff | Management | Yes | For | No | ||||
Elect Director John D. Harris, II | 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 Lawrence W. Kellner | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Establish Board Committee on Decarbonization Risk | Shareholder | Yes | Against | No | ||||
Reduce Executive Stock Holding Period | Shareholder | Yes | Against | No | ||||
Report on Carbon Capture and Storage | Shareholder | Yes | Against | No | ||||
Report on Methane Emission Disclosure Reliability | Shareholder | Yes | For | Yes | ||||
Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Yes | Against | No | ||||
Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Yes | Against | No | ||||
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Yes | Against | No | ||||
Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Yes | Against | No | ||||
Commission Audited Report on Reduced Plastics Demand | Shareholder | Yes | For | Yes | ||||
Report on Potential Costs of Environmental Litigation | Shareholder | Yes | Against | No | ||||
Publish a Tax Transparency Report | Shareholder | Yes | Against | No | ||||
Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Yes | Against | No | ||||
Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | Yes | No | |||||
Walmart Inc. | ||||||||
Ticker: WMT | ||||||||
CUSIP: 931142103 | ||||||||
Shareholder meeting date: 31-May-23 | ||||||||
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 on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | Against | Yes | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Consider Pay Disparity Between CEO and Other Employees | Shareholder | Yes | Against | No | ||||
Report on Human Rights Due Diligence | Shareholder | Yes | Against | No | ||||
Commission Third Party Racial Equity Audit | Shareholder | Yes | For | Yes | ||||
Report on Racial and Gender Layoff Diversity | Shareholder | Yes | Against | No | ||||
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Yes | Against | No | ||||
Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Yes | Against | No | ||||
Report on Risks Related to Operations in China | Shareholder | Yes | Against | No | ||||
Oversee and Report a Workplace Health and Safety Audit | Shareholder | Yes | For | Yes | ||||
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 on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | Against | Yes | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Consider Pay Disparity Between CEO and Other Employees | Shareholder | Yes | Against | No | ||||
Report on Human Rights Due Diligence | Shareholder | Yes | Against | No | ||||
Commission Third Party Racial Equity Audit | Shareholder | Yes | For | Yes | ||||
Report on Racial and Gender Layoff Diversity | Shareholder | Yes | Against | No | ||||
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Yes | Against | No | ||||
Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Yes | Against | No | ||||
Report on Risks Related to Operations in China | Shareholder | Yes | Against | No | ||||
Oversee and Report a Workplace Health and Safety Audit | Shareholder | Yes | For | Yes | ||||
Roper Technologies, Inc. | ||||||||
Ticker: ROP | ||||||||
CUSIP: 776696106 | ||||||||
Shareholder meeting date: 13-Jun-23 | ||||||||
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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | Yes | For | No | ||||
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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Amend Certificate of Incorporation to Permit the Exculpation of Officers | Management | Yes | For | No | ||||
Caterpillar Inc. | ||||||||
Ticker: CAT | ||||||||
CUSIP: 149123101 | ||||||||
Shareholder meeting date: 14-Jun-23 | ||||||||
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 James C. Fish, Jr. | Management | Yes | For | No | ||||
Elect Director Gerald Johnson | Management | Yes | For | No | ||||
Elect Director David W. MacLennan | Management | Yes | For | No | ||||
Elect Director Judith F. Marks | Management | Yes | For | No | ||||
Elect Director Debra L. Reed-Klages | 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 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 | ||||
Approve Omnibus Stock Plan | Management | Yes | For | No | ||||
Report on Climate Lobbying | Shareholder | Yes | For | Yes | ||||
Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||
Report on Due Diligence Process of Doing Business in Conflict Affected Areas | Shareholder | Yes | Against | No | ||||
Report on Civil Rights and Non-Discrimination Audit | Shareholder | Yes | Against | No | ||||
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 James C. Fish, Jr. | Management | Yes | For | No | ||||
Elect Director Gerald Johnson | Management | Yes | For | No | ||||
Elect Director David W. MacLennan | Management | Yes | For | No | ||||
Elect Director Judith F. Marks | Management | Yes | For | No | ||||
Elect Director Debra L. Reed-Klages | 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 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 | ||||
Approve Omnibus Stock Plan | Management | Yes | For | No | ||||
Report on Climate Lobbying | Shareholder | Yes | For | Yes | ||||
Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||
Report on Due Diligence Process of Doing Business in Conflict Affected Areas | Shareholder | Yes | Against | No | ||||
Report on Civil Rights and Non-Discrimination Audit | Shareholder | Yes | Against | No | ||||
Target Corporation | ||||||||
Ticker: TGT | ||||||||
CUSIP: 87612E106 | ||||||||
Shareholder meeting date: 14-Jun-23 | ||||||||
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 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 Grace Puma | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
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 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 Grace Puma | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No |
FT Cboe Vest Rising Dividend Achievers Target Income ETF
Visa Inc. | ||||||||
Ticker: V | ||||||||
CUSIP: 92826C839 | ||||||||
Shareholder meeting date: 24-Jan-23 | ||||||||
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 A. Carney | Management | Yes | For | No | ||||
Elect Director Kermit R. Crawford | Management | Yes | For | No | ||||
Elect Director Francisco Javier Fernandez-Carbajal | Management | Yes | For | No | ||||
Elect Director Alfred F. Kelly, Jr. | Management | Yes | For | No | ||||
Elect Director Ramon Laguarta | Management | Yes | For | No | ||||
Elect Director Teri L. List | Management | Yes | For | No | ||||
Elect Director John F. Lundgren | Management | Yes | For | No | ||||
Elect Director Denise M. Morrison | Management | Yes | For | No | ||||
Elect Director Linda J. Rendle | Management | Yes | For | No | ||||
Elect Director Maynard G. Webb, Jr. | 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 | ||||
Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Elect Director Lloyd A. Carney | Management | Yes | For | No | ||||
Elect Director Kermit R. Crawford | Management | Yes | For | No | ||||
Elect Director Francisco Javier Fernandez-Carbajal | Management | Yes | For | No | ||||
Elect Director Alfred F. Kelly, Jr. | Management | Yes | For | No | ||||
Elect Director Ramon Laguarta | Management | Yes | For | No | ||||
Elect Director Teri L. List | Management | Yes | For | No | ||||
Elect Director John F. Lundgren | Management | Yes | For | No | ||||
Elect Director Denise M. Morrison | Management | Yes | For | No | ||||
Elect Director Linda J. Rendle | Management | Yes | For | No | ||||
Elect Director Maynard G. Webb, Jr. | 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 | ||||
Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
QUALCOMM Incorporated | ||||||||
Ticker: QCOM | ||||||||
CUSIP: 747525103 | ||||||||
Shareholder meeting date: 08-Mar-23 | ||||||||
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 Acevedo | Management | Yes | For | No | ||||
Elect Director Cristiano R. Amon | Management | Yes | For | No | ||||
Elect Director Mark Fields | Management | Yes | For | No | ||||
Elect Director Jeffrey W. Henderson | Management | Yes | For | No | ||||
Elect Director Gregory N. Johnson | Management | Yes | For | No | ||||
Elect Director Ann M. Livermore | Management | Yes | For | No | ||||
Elect Director Mark D. McLaughlin | Management | Yes | For | No | ||||
Elect Director Jamie S. Miller | Management | Yes | For | No | ||||
Elect Director Irene B. Rosenfeld | Management | Yes | For | No | ||||
Elect Director Kornelis (Neil) Smit | Management | Yes | For | No | ||||
Elect Director Jean-Pascal Tricoire | Management | Yes | For | No | ||||
Elect Director Anthony J. Vinciquerra | Management | Yes | For | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Approve Omnibus Stock Plan | Management | Yes | For | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Elect Director Sylvia Acevedo | Management | Yes | For | No | ||||
Elect Director Cristiano R. Amon | Management | Yes | For | No | ||||
Elect Director Mark Fields | Management | Yes | For | No | ||||
Elect Director Jeffrey W. Henderson | Management | Yes | For | No | ||||
Elect Director Gregory N. Johnson | Management | Yes | For | No | ||||
Elect Director Ann M. Livermore | Management | Yes | For | No | ||||
Elect Director Mark D. McLaughlin | Management | Yes | For | No | ||||
Elect Director Jamie S. Miller | Management | Yes | For | No | ||||
Elect Director Irene B. Rosenfeld | Management | Yes | For | No | ||||
Elect Director Kornelis (Neil) Smit | Management | Yes | For | No | ||||
Elect Director Jean-Pascal Tricoire | Management | Yes | For | No | ||||
Elect Director Anthony J. Vinciquerra | Management | Yes | For | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Approve Omnibus Stock Plan | Management | Yes | For | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Applied Materials, Inc. | ||||||||
Ticker: AMAT | ||||||||
CUSIP: 38222105 | ||||||||
Shareholder meeting date: 09-May-23 | ||||||||
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 Rani Borkar | Management | Yes | For | No | ||||
Elect Director Judy Bruner | Management | Yes | For | No | ||||
Elect Director Xun (Eric) Chen | Management | Yes | For | No | ||||
Elect Director Aart J. de Geus | Management | Yes | For | No | ||||
Elect Director Gary E. Dickerson | Management | Yes | For | No | ||||
Elect Director Thomas J. Iannotti | Management | Yes | For | No | ||||
Elect Director Alexander A. Karsner | Management | Yes | For | No | ||||
Elect Director Kevin P. March | Management | Yes | For | No | ||||
Elect Director Yvonne McGill | Management | Yes | For | No | ||||
Elect Director Scott A. McGregor | 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 | ||||
Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||
Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | For | Yes | ||||
Improve Executive Compensation Program and Policy | Shareholder | Yes | Against | No | ||||
Elect Director Rani Borkar | Management | Yes | For | No | ||||
Elect Director Judy Bruner | Management | Yes | For | No | ||||
Elect Director Xun (Eric) Chen | Management | Yes | For | No | ||||
Elect Director Aart J. de Geus | Management | Yes | For | No | ||||
Elect Director Gary E. Dickerson | Management | Yes | For | No | ||||
Elect Director Thomas J. Iannotti | Management | Yes | For | No | ||||
Elect Director Alexander A. Karsner | Management | Yes | For | No | ||||
Elect Director Kevin P. March | Management | Yes | For | No | ||||
Elect Director Yvonne McGill | Management | Yes | For | No | ||||
Elect Director Scott A. McGregor | 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 | ||||
Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||
Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | For | Yes | ||||
Improve Executive Compensation Program and Policy | Shareholder | Yes | Against | No | ||||
Apple Inc. | ||||||||
Ticker: AAPL | ||||||||
CUSIP: 37833100 | ||||||||
Shareholder meeting date: 10-Mar-23 | ||||||||
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 Bell | Management | Yes | For | No | ||||
Elect Director Tim Cook | Management | Yes | For | No | ||||
Elect Director Al Gore | Management | Yes | For | No | ||||
Elect Director Alex Gorsky | Management | Yes | For | No | ||||
Elect Director Andrea Jung | Management | Yes | For | No | ||||
Elect Director Art Levinson | Management | Yes | For | No | ||||
Elect Director Monica Lozano | Management | Yes | For | No | ||||
Elect Director Ron Sugar | Management | Yes | For | No | ||||
Elect Director Sue Wagner | 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 | ||||
Report on Civil Rights and Non-Discrimination Audit | Shareholder | Yes | Against | No | ||||
Report on Operations in Communist China | Shareholder | Yes | Against | No | ||||
Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Yes | Against | No | ||||
Report on Median Gender/Racial Pay Gap | Shareholder | Yes | For | Yes | ||||
Amend Proxy Access Right | Shareholder | Yes | For | Yes | ||||
Elect Director James Bell | Management | Yes | For | No | ||||
Elect Director Tim Cook | Management | Yes | For | No | ||||
Elect Director Al Gore | Management | Yes | For | No | ||||
Elect Director Alex Gorsky | Management | Yes | For | No | ||||
Elect Director Andrea Jung | Management | Yes | For | No | ||||
Elect Director Art Levinson | Management | Yes | For | No | ||||
Elect Director Monica Lozano | Management | Yes | For | No | ||||
Elect Director Ron Sugar | Management | Yes | For | No | ||||
Elect Director Sue Wagner | 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 | ||||
Report on Civil Rights and Non-Discrimination Audit | Shareholder | Yes | Against | No | ||||
Report on Operations in Communist China | Shareholder | Yes | Against | No | ||||
Adopt a Policy Establishing an Engagement Process with Proponents to Shareholder Proposals | Shareholder | Yes | Against | No | ||||
Report on Median Gender/Racial Pay Gap | Shareholder | Yes | For | Yes | ||||
Amend Proxy Access Right | Shareholder | Yes | For | Yes | ||||
Jefferies Financial Group Inc. | ||||||||
Ticker: JEF | ||||||||
CUSIP: 47233W109 | ||||||||
Shareholder meeting date: 29-Mar-23 | ||||||||
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 Linda L. Adamany | Management | Yes | For | No | ||||
Elect Director Barry J. Alperin | Management | Yes | For | No | ||||
Elect Director Robert D. Beyer | Management | Yes | For | No | ||||
Elect Director Matrice Ellis Kirk | Management | Yes | For | No | ||||
Elect Director Brian P. Friedman | Management | Yes | For | No | ||||
Elect Director MaryAnne Gilmartin | Management | Yes | For | No | ||||
Elect Director Richard B. Handler | Management | Yes | For | No | ||||
Elect Director Thomas W. Jones | Management | Yes | For | No | ||||
Elect Director Jacob M. Katz | Management | Yes | For | No | ||||
Elect Director Michael T. O'Kane | Management | Yes | For | No | ||||
Elect Director Joseph S. Steinberg | Management | Yes | For | No | ||||
Elect Director Melissa V. Weiler | Management | Yes | For | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | Against | Yes | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Elect Director Linda L. Adamany | Management | Yes | For | No | ||||
Elect Director Barry J. Alperin | Management | Yes | For | No | ||||
Elect Director Robert D. Beyer | Management | Yes | For | No | ||||
Elect Director Matrice Ellis Kirk | Management | Yes | For | No | ||||
Elect Director Brian P. Friedman | Management | Yes | For | No | ||||
Elect Director MaryAnne Gilmartin | Management | Yes | For | No | ||||
Elect Director Richard B. Handler | Management | Yes | For | No | ||||
Elect Director Thomas W. Jones | Management | Yes | For | No | ||||
Elect Director Jacob M. Katz | Management | Yes | For | No | ||||
Elect Director Michael T. O'Kane | Management | Yes | For | No | ||||
Elect Director Joseph S. Steinberg | Management | Yes | For | No | ||||
Elect Director Melissa V. Weiler | Management | Yes | For | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | Against | Yes | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
U.S. Bancorp | ||||||||
Ticker: USB | ||||||||
CUSIP: 902973304 | ||||||||
Shareholder meeting date: 18-Apr-23 | ||||||||
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 Warner L. Baxter | Management | Yes | For | No | ||||
Elect Director Dorothy J. Bridges | Management | Yes | For | No | ||||
Elect Director Elizabeth L. Buse | Management | Yes | For | No | ||||
Elect Director Andrew Cecere | Management | Yes | For | No | ||||
Elect Director Alan B. Colberg | Management | Yes | For | No | ||||
Elect Director Kimberly N. Ellison-Taylor | Management | Yes | For | No | ||||
Elect Director Kimberly J. Harris | Management | Yes | For | No | ||||
Elect Director Roland A. Hernandez | Management | Yes | For | No | ||||
Elect Director Richard P. McKenney | Management | Yes | For | No | ||||
Elect Director Yusuf I. Mehdi | Management | Yes | For | No | ||||
Elect Director Loretta E. Reynolds | Management | Yes | For | No | ||||
Elect Director John P. Wiehoff | Management | Yes | For | No | ||||
Elect Director Scott W. Wine | 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 | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Elect Director Warner L. Baxter | Management | Yes | For | No | ||||
Elect Director Dorothy J. Bridges | Management | Yes | For | No | ||||
Elect Director Elizabeth L. Buse | Management | Yes | For | No | ||||
Elect Director Andrew Cecere | Management | Yes | For | No | ||||
Elect Director Alan B. Colberg | Management | Yes | For | No | ||||
Elect Director Kimberly N. Ellison-Taylor | Management | Yes | For | No | ||||
Elect Director Kimberly J. Harris | Management | Yes | For | No | ||||
Elect Director Roland A. Hernandez | Management | Yes | For | No | ||||
Elect Director Richard P. McKenney | Management | Yes | For | No | ||||
Elect Director Yusuf I. Mehdi | Management | Yes | For | No | ||||
Elect Director Loretta E. Reynolds | Management | Yes | For | No | ||||
Elect Director John P. Wiehoff | Management | Yes | For | No | ||||
Elect Director Scott W. Wine | 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 | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Regions Financial Corporation | ||||||||
Ticker: RF | ||||||||
CUSIP: 7591EP100 | ||||||||
Shareholder meeting date: 19-Apr-23 | ||||||||
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. Crosswhite | Management | Yes | For | No | ||||
Elect Director Noopur Davis | Management | Yes | For | No | ||||
Elect Director Zhanna Golodryga | Management | Yes | For | No | ||||
Elect Director J. Thomas Hill | Management | Yes | For | No | ||||
Elect Director John D. Johns | Management | Yes | For | No | ||||
Elect Director Joia M. Johnson | Management | Yes | For | No | ||||
Elect Director Ruth Ann Marshall | Management | Yes | For | No | ||||
Elect Director Charles D. McCrary | Management | Yes | For | No | ||||
Elect Director James T. Prokopanko | Management | Yes | For | No | ||||
Elect Director Lee J. Styslinger, III | Management | Yes | For | No | ||||
Elect Director Jose S. Suquet | Management | Yes | For | No | ||||
Elect Director John M. Turner, Jr. | Management | Yes | For | No | ||||
Elect Director Timothy Vines | 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 | ||||
Elect Director Mark A. Crosswhite | Management | Yes | For | No | ||||
Elect Director Noopur Davis | Management | Yes | For | No | ||||
Elect Director Zhanna Golodryga | Management | Yes | For | No | ||||
Elect Director J. Thomas Hill | Management | Yes | For | No | ||||
Elect Director John D. Johns | Management | Yes | For | No | ||||
Elect Director Joia M. Johnson | Management | Yes | For | No | ||||
Elect Director Ruth Ann Marshall | Management | Yes | For | No | ||||
Elect Director Charles D. McCrary | Management | Yes | For | No | ||||
Elect Director James T. Prokopanko | Management | Yes | For | No | ||||
Elect Director Lee J. Styslinger, III | Management | Yes | For | No | ||||
Elect Director Jose S. Suquet | Management | Yes | For | No | ||||
Elect Director John M. Turner, Jr. | Management | Yes | For | No | ||||
Elect Director Timothy Vines | 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 | ||||
Humana Inc. | ||||||||
Ticker: HUM | ||||||||
CUSIP: 444859102 | ||||||||
Shareholder meeting date: 20-Apr-23 | ||||||||
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 Raquel C. Bono | Management | Yes | For | No | ||||
Elect Director Bruce D. Broussard | Management | Yes | For | No | ||||
Elect Director Frank A. D'Amelio | Management | Yes | For | No | ||||
Elect Director David T. Feinberg | Management | Yes | For | No | ||||
Elect Director Wayne A. I. Frederick | Management | Yes | For | No | ||||
Elect Director John W. Garratt | Management | Yes | For | No | ||||
Elect Director Kurt J. Hilzinger | Management | Yes | For | No | ||||
Elect Director Karen W. Katz | Management | Yes | For | No | ||||
Elect Director Marcy S. Klevorn | Management | Yes | For | No | ||||
Elect Director William J. McDonald | Management | Yes | For | No | ||||
Elect Director Jorge S. Mesquita | Management | Yes | For | No | ||||
Elect Director Brad D. Smith | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Elect Director Raquel C. Bono | Management | Yes | For | No | ||||
Elect Director Bruce D. Broussard | Management | Yes | For | No | ||||
Elect Director Frank A. D'Amelio | Management | Yes | For | No | ||||
Elect Director David T. Feinberg | Management | Yes | For | No | ||||
Elect Director Wayne A. I. Frederick | Management | Yes | For | No | ||||
Elect Director John W. Garratt | Management | Yes | For | No | ||||
Elect Director Kurt J. Hilzinger | Management | Yes | For | No | ||||
Elect Director Karen W. Katz | Management | Yes | For | No | ||||
Elect Director Marcy S. Klevorn | Management | Yes | For | No | ||||
Elect Director William J. McDonald | Management | Yes | For | No | ||||
Elect Director Jorge S. Mesquita | Management | Yes | For | No | ||||
Elect Director Brad D. Smith | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Corteva, Inc. | ||||||||
Ticker: CTVA | ||||||||
CUSIP: 22052L104 | ||||||||
Shareholder meeting date: 21-Apr-23 | ||||||||
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 Lamberto Andreotti | Management | Yes | For | No | ||||
Elect Director Klaus A. Engel | Management | Yes | For | No | ||||
Elect Director David C. Everitt | Management | Yes | For | No | ||||
Elect Director Janet P. Giesselman | Management | Yes | For | No | ||||
Elect Director Karen H. Grimes | Management | Yes | For | No | ||||
Elect Director Michael O. Johanns | Management | Yes | For | No | ||||
Elect Director Rebecca B. Liebert | Management | Yes | For | No | ||||
Elect Director Marcos M. Lutz | Management | Yes | For | No | ||||
Elect Director Charles V. Magro | Management | Yes | For | No | ||||
Elect Director Nayaki R. Nayyar | Management | Yes | For | No | ||||
Elect Director Gregory R. Page | Management | Yes | For | No | ||||
Elect Director Kerry J. Preete | Management | Yes | For | No | ||||
Elect Director Patrick J. Ward | 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 | ||||
Elect Director Lamberto Andreotti | Management | Yes | For | No | ||||
Elect Director Klaus A. Engel | Management | Yes | For | No | ||||
Elect Director David C. Everitt | Management | Yes | For | No | ||||
Elect Director Janet P. Giesselman | Management | Yes | For | No | ||||
Elect Director Karen H. Grimes | Management | Yes | For | No | ||||
Elect Director Michael O. Johanns | Management | Yes | For | No | ||||
Elect Director Rebecca B. Liebert | Management | Yes | For | No | ||||
Elect Director Marcos M. Lutz | Management | Yes | For | No | ||||
Elect Director Charles V. Magro | Management | Yes | For | No | ||||
Elect Director Nayaki R. Nayyar | Management | Yes | For | No | ||||
Elect Director Gregory R. Page | Management | Yes | For | No | ||||
Elect Director Kerry J. Preete | Management | Yes | For | No | ||||
Elect Director Patrick J. Ward | 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 | ||||
Huntsman Corporation | ||||||||
Ticker: HUN | ||||||||
CUSIP: 447011107 | ||||||||
Shareholder meeting date: 21-Apr-23 | ||||||||
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 R. Huntsman | Management | Yes | For | No | ||||
Elect Director Cynthia L. Egan | Management | Yes | For | No | ||||
Elect Director Mary C. Beckerle | Management | Yes | For | No | ||||
Elect Director Sonia Dula | Management | Yes | For | No | ||||
Elect Director Curtis E. Espeland | Management | Yes | For | No | ||||
Elect Director Daniele Ferrari | Management | Yes | For | No | ||||
Elect Director Jeanne McGovern | Management | Yes | For | No | ||||
Elect Director Jose Antonio Munoz Barcelo | Management | Yes | For | No | ||||
Elect Director David B. Sewell | Management | Yes | For | No | ||||
Elect Director Jan E. Tighe | 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 | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | Yes | For | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | Against | No | ||||
Elect Director Peter R. Huntsman | Management | Yes | For | No | ||||
Elect Director Cynthia L. Egan | Management | Yes | For | No | ||||
Elect Director Mary C. Beckerle | Management | Yes | For | No | ||||
Elect Director Sonia Dula | Management | Yes | For | No | ||||
Elect Director Curtis E. Espeland | Management | Yes | For | No | ||||
Elect Director Daniele Ferrari | Management | Yes | For | No | ||||
Elect Director Jeanne McGovern | Management | Yes | For | No | ||||
Elect Director Jose Antonio Munoz Barcelo | Management | Yes | For | No | ||||
Elect Director David B. Sewell | Management | Yes | For | No | ||||
Elect Director Jan E. Tighe | 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 | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Amend Certificate of Incorporation to Allow Exculpation of Officers | Management | Yes | For | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | Against | No | ||||
Bank of America Corporation | ||||||||
Ticker: BAC | ||||||||
CUSIP: 60505104 | ||||||||
Shareholder meeting date: 25-Apr-23 | ||||||||
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 Sharon L. Allen | Management | Yes | For | No | ||||
Elect Director Jose (Joe) E. Almeida | Management | Yes | For | No | ||||
Elect Director Frank P. Bramble, Sr. | Management | Yes | For | No | ||||
Elect Director Pierre J.P. de Weck | Management | Yes | For | No | ||||
Elect Director Arnold W. Donald | Management | Yes | For | No | ||||
Elect Director Linda P. Hudson | Management | Yes | For | No | ||||
Elect Director Monica C. Lozano | Management | Yes | For | No | ||||
Elect Director Brian T. Moynihan | Management | Yes | For | No | ||||
Elect Director Lionel L. Nowell, III | Management | Yes | For | No | ||||
Elect Director Denise L. Ramos | Management | Yes | For | No | ||||
Elect Director Clayton S. Rose | Management | Yes | For | No | ||||
Elect Director Michael D. White | Management | Yes | For | No | ||||
Elect Director Thomas D. Woods | Management | Yes | For | No | ||||
Elect Director Maria T. Zuber | Management | Yes | For | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | Against | Yes | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Amend Omnibus Stock Plan | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | Against | No | ||||
Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Yes | Against | No | ||||
Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Yes | For | Yes | ||||
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Yes | Against | No | ||||
Commission Third Party Racial Equity Audit | Shareholder | Yes | Against | No | ||||
Elect Director Sharon L. Allen | Management | Yes | For | No | ||||
Elect Director Jose (Joe) E. Almeida | Management | Yes | For | No | ||||
Elect Director Frank P. Bramble, Sr. | Management | Yes | For | No | ||||
Elect Director Pierre J.P. de Weck | Management | Yes | For | No | ||||
Elect Director Arnold W. Donald | Management | Yes | For | No | ||||
Elect Director Linda P. Hudson | Management | Yes | For | No | ||||
Elect Director Monica C. Lozano | Management | Yes | For | No | ||||
Elect Director Brian T. Moynihan | Management | Yes | For | No | ||||
Elect Director Lionel L. Nowell, III | Management | Yes | For | No | ||||
Elect Director Denise L. Ramos | Management | Yes | For | No | ||||
Elect Director Clayton S. Rose | Management | Yes | For | No | ||||
Elect Director Michael D. White | Management | Yes | For | No | ||||
Elect Director Thomas D. Woods | Management | Yes | For | No | ||||
Elect Director Maria T. Zuber | Management | Yes | For | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | Against | Yes | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Amend Omnibus Stock Plan | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | Against | No | ||||
Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Yes | Against | No | ||||
Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Yes | For | Yes | ||||
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Yes | Against | No | ||||
Commission Third Party Racial Equity Audit | Shareholder | Yes | Against | No | ||||
The Goldman Sachs Group, Inc. | ||||||||
Ticker: GS | ||||||||
CUSIP: 38141G104 | ||||||||
Shareholder meeting date: 26-Apr-23 | ||||||||
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 Michele Burns | Management | Yes | For | No | ||||
Elect Director Mark Flaherty | Management | Yes | For | No | ||||
Elect Director Kimberley Harris | Management | Yes | For | No | ||||
Elect Director Kevin Johnson | Management | Yes | For | No | ||||
Elect Director Ellen Kullman | Management | Yes | For | No | ||||
Elect Director Lakshmi Mittal | Management | Yes | For | No | ||||
Elect Director Adebayo Ogunlesi | Management | Yes | For | No | ||||
Elect Director Peter Oppenheimer | Management | Yes | For | No | ||||
Elect Director David Solomon | Management | Yes | For | No | ||||
Elect Director Jan Tighe | Management | Yes | For | No | ||||
Elect Director Jessica Uhl | Management | Yes | For | No | ||||
Elect Director David Viniar | 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 | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Publish Third-Party Review on Chinese Congruency of Certain ETFs | Shareholder | Yes | Against | No | ||||
Oversee and Report a Racial Equity Audit | Shareholder | Yes | Against | No | ||||
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Yes | Against | No | ||||
Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Yes | Against | No | ||||
Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Yes | For | Yes | ||||
Report on Median Gender/Racial Pay Gap | Shareholder | Yes | For | Yes | ||||
Elect Director Michele Burns | Management | Yes | For | No | ||||
Elect Director Mark Flaherty | Management | Yes | For | No | ||||
Elect Director Kimberley Harris | Management | Yes | For | No | ||||
Elect Director Kevin Johnson | Management | Yes | For | No | ||||
Elect Director Ellen Kullman | Management | Yes | For | No | ||||
Elect Director Lakshmi Mittal | Management | Yes | For | No | ||||
Elect Director Adebayo Ogunlesi | Management | Yes | For | No | ||||
Elect Director Peter Oppenheimer | Management | Yes | For | No | ||||
Elect Director David Solomon | Management | Yes | For | No | ||||
Elect Director Jan Tighe | Management | Yes | For | No | ||||
Elect Director Jessica Uhl | Management | Yes | For | No | ||||
Elect Director David Viniar | 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 | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Publish Third-Party Review on Chinese Congruency of Certain ETFs | Shareholder | Yes | Against | No | ||||
Oversee and Report a Racial Equity Audit | Shareholder | Yes | Against | No | ||||
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Yes | Against | No | ||||
Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Yes | Against | No | ||||
Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Yes | For | Yes | ||||
Report on Median Gender/Racial Pay Gap | Shareholder | Yes | For | Yes | ||||
Citizens Financial Group Inc. | ||||||||
Ticker: CFG | ||||||||
CUSIP: 174610105 | ||||||||
Shareholder meeting date: 27-Apr-23 | ||||||||
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 Bruce Van Saun | Management | Yes | For | No | ||||
Elect Director Lee Alexander | Management | Yes | For | No | ||||
Elect Director Christine M. Cumming | Management | Yes | For | No | ||||
Elect Director Kevin Cummings | Management | Yes | For | No | ||||
Elect Director William P. Hankowsky | Management | Yes | For | No | ||||
Elect Director Edward J. Kelly, III | Management | Yes | For | No | ||||
Elect Director Robert G. Leary | Management | Yes | For | No | ||||
Elect Director Terrance J. Lillis | Management | Yes | For | No | ||||
Elect Director Michele N. Siekerka | Management | Yes | For | No | ||||
Elect Director Shivan Subramaniam | Management | Yes | For | No | ||||
Elect Director Christopher J. Swift | Management | Yes | For | No | ||||
Elect Director Wendy A. Watson | Management | Yes | For | No | ||||
Elect Director Marita Zuraitis | 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 | ||||
Elect Director Bruce Van Saun | Management | Yes | For | No | ||||
Elect Director Lee Alexander | Management | Yes | For | No | ||||
Elect Director Christine M. Cumming | Management | Yes | For | No | ||||
Elect Director Kevin Cummings | Management | Yes | For | No | ||||
Elect Director William P. Hankowsky | Management | Yes | For | No | ||||
Elect Director Edward J. Kelly, III | Management | Yes | For | No | ||||
Elect Director Robert G. Leary | Management | Yes | For | No | ||||
Elect Director Terrance J. Lillis | Management | Yes | For | No | ||||
Elect Director Michele N. Siekerka | Management | Yes | For | No | ||||
Elect Director Shivan Subramaniam | Management | Yes | For | No | ||||
Elect Director Christopher J. Swift | Management | Yes | For | No | ||||
Elect Director Wendy A. Watson | Management | Yes | For | No | ||||
Elect Director Marita Zuraitis | 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 | ||||
Johnson & Johnson | ||||||||
Ticker: JNJ | ||||||||
CUSIP: 478160104 | ||||||||
Shareholder meeting date: 27-Apr-23 | ||||||||
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 Jennifer A. Doudna | Management | Yes | For | No | ||||
Elect Director Joaquin Duato | Management | Yes | For | No | ||||
Elect Director Marillyn A. Hewson | Management | Yes | For | No | ||||
Elect Director Paula A. Johnson | 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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | Yes | No | |||||
Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Yes | For | Yes | ||||
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Yes | For | Yes | ||||
Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Yes | Against | No | ||||
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 Jennifer A. Doudna | Management | Yes | For | No | ||||
Elect Director Joaquin Duato | Management | Yes | For | No | ||||
Elect Director Marillyn A. Hewson | Management | Yes | For | No | ||||
Elect Director Paula A. Johnson | 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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Adopt Mandatory Arbitration Bylaw - Withdrawn | Shareholder | Yes | No | |||||
Report on Government Financial Support and Equitable Access to Covid-19 Products | Shareholder | Yes | For | Yes | ||||
Adopt Policy to Include Legal and Compliance Costs in Incentive Compensation Metrics | Shareholder | Yes | For | Yes | ||||
Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Yes | Against | No | ||||
Pfizer Inc. | ||||||||
Ticker: PFE | ||||||||
CUSIP: 717081103 | ||||||||
Shareholder meeting date: 27-Apr-23 | ||||||||
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 Ronald E. Blaylock | Management | Yes | For | No | ||||
Elect Director Albert Bourla | Management | Yes | For | No | ||||
Elect Director Susan Desmond-Hellmann | Management | Yes | For | No | ||||
Elect Director Joseph J. Echevarria | Management | Yes | For | No | ||||
Elect Director Scott Gottlieb | Management | Yes | For | No | ||||
Elect Director Helen H. Hobbs | Management | Yes | For | No | ||||
Elect Director Susan Hockfield | Management | Yes | For | No | ||||
Elect Director Dan R. Littman | Management | Yes | For | No | ||||
Elect Director Shantanu Narayen | Management | Yes | For | No | ||||
Elect Director Suzanne Nora Johnson | Management | Yes | For | No | ||||
Elect Director James Quincey | Management | Yes | For | No | ||||
Elect Director James C. Smith | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | Against | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production | Shareholder | Yes | Against | No | ||||
Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Yes | For | Yes | ||||
Report on Political Expenditures Congruence | Shareholder | Yes | Against | No | ||||
Elect Director Ronald E. Blaylock | Management | Yes | For | No | ||||
Elect Director Albert Bourla | Management | Yes | For | No | ||||
Elect Director Susan Desmond-Hellmann | Management | Yes | For | No | ||||
Elect Director Joseph J. Echevarria | Management | Yes | For | No | ||||
Elect Director Scott Gottlieb | Management | Yes | For | No | ||||
Elect Director Helen H. Hobbs | Management | Yes | For | No | ||||
Elect Director Susan Hockfield | Management | Yes | For | No | ||||
Elect Director Dan R. Littman | Management | Yes | For | No | ||||
Elect Director Shantanu Narayen | Management | Yes | For | No | ||||
Elect Director Suzanne Nora Johnson | Management | Yes | For | No | ||||
Elect Director James Quincey | Management | Yes | For | No | ||||
Elect Director James C. Smith | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | Against | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Report on Feasibility of Intellectual Property Transfer to Boost Covid-19 Vaccine Production | Shareholder | Yes | Against | No | ||||
Report on Impact of Extended Patent Exclusivities on Product Access | Shareholder | Yes | For | Yes | ||||
Report on Political Expenditures Congruence | Shareholder | Yes | Against | No | ||||
Snap-on Incorporated | ||||||||
Ticker: SNA | ||||||||
CUSIP: 833034101 | ||||||||
Shareholder meeting date: 27-Apr-23 | ||||||||
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 C. Adams | Management | Yes | For | No | ||||
Elect Director Karen L. Daniel | Management | Yes | For | No | ||||
Elect Director Ruth Ann M. Gillis | Management | Yes | For | No | ||||
Elect Director James P. Holden | Management | Yes | For | No | ||||
Elect Director Nathan J. Jones | Management | Yes | For | No | ||||
Elect Director Henry W. Knueppel | Management | Yes | For | No | ||||
Elect Director W. Dudley Lehman | Management | Yes | For | No | ||||
Elect Director Nicholas T. Pinchuk | Management | Yes | For | No | ||||
Elect Director Gregg M. Sherrill | Management | Yes | For | No | ||||
Elect Director Donald J. Stebbins | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Elect Director David C. Adams | Management | Yes | For | No | ||||
Elect Director Karen L. Daniel | Management | Yes | For | No | ||||
Elect Director Ruth Ann M. Gillis | Management | Yes | For | No | ||||
Elect Director James P. Holden | Management | Yes | For | No | ||||
Elect Director Nathan J. Jones | Management | Yes | For | No | ||||
Elect Director Henry W. Knueppel | Management | Yes | For | No | ||||
Elect Director W. Dudley Lehman | Management | Yes | For | No | ||||
Elect Director Nicholas T. Pinchuk | Management | Yes | For | No | ||||
Elect Director Gregg M. Sherrill | Management | Yes | For | No | ||||
Elect Director Donald J. Stebbins | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Texas Instruments Incorporated | ||||||||
Ticker: TXN | ||||||||
CUSIP: 882508104 | ||||||||
Shareholder meeting date: 27-Apr-23 | ||||||||
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. Blinn | Management | Yes | For | No | ||||
Elect Director Todd M. Bluedorn | Management | Yes | For | No | ||||
Elect Director Janet F. Clark | Management | Yes | For | No | ||||
Elect Director Carrie S. Cox | Management | Yes | For | No | ||||
Elect Director Martin S. Craighead | Management | Yes | For | No | ||||
Elect Director Curtis C. Farmer | Management | Yes | For | No | ||||
Elect Director Jean M. Hobby | Management | Yes | For | No | ||||
Elect Director Haviv Ilan | Management | Yes | For | No | ||||
Elect Director Ronald Kirk | Management | Yes | For | No | ||||
Elect Director Pamela H. Patsley | Management | Yes | For | No | ||||
Elect Director Robert E. Sanchez | Management | Yes | For | No | ||||
Elect Director Richard K. Templeton | Management | Yes | For | No | ||||
Amend Qualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | 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 | Shareholder | Yes | For | Yes | ||||
Report on Due Diligence Efforts to Trace End-User Misuse of Company Products | Shareholder | Yes | Against | No | ||||
Elect Director Mark A. Blinn | Management | Yes | For | No | ||||
Elect Director Todd M. Bluedorn | Management | Yes | For | No | ||||
Elect Director Janet F. Clark | Management | Yes | For | No | ||||
Elect Director Carrie S. Cox | Management | Yes | For | No | ||||
Elect Director Martin S. Craighead | Management | Yes | For | No | ||||
Elect Director Curtis C. Farmer | Management | Yes | For | No | ||||
Elect Director Jean M. Hobby | Management | Yes | For | No | ||||
Elect Director Haviv Ilan | Management | Yes | For | No | ||||
Elect Director Ronald Kirk | Management | Yes | For | No | ||||
Elect Director Pamela H. Patsley | Management | Yes | For | No | ||||
Elect Director Robert E. Sanchez | Management | Yes | For | No | ||||
Elect Director Richard K. Templeton | Management | Yes | For | No | ||||
Amend Qualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | 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 | Shareholder | Yes | For | Yes | ||||
Report on Due Diligence Efforts to Trace End-User Misuse of Company Products | Shareholder | Yes | Against | No | ||||
Louisiana-Pacific Corporation | ||||||||
Ticker: LPX | ||||||||
CUSIP: 546347105 | ||||||||
Shareholder meeting date: 28-Apr-23 | ||||||||
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 Jose A. Bayardo | Management | Yes | For | No | ||||
Elect Director Stephen E. Macadam | Management | Yes | For | No | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Elect Director Jose A. Bayardo | Management | Yes | For | No | ||||
Elect Director Stephen E. Macadam | Management | Yes | For | No | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Aflac Incorporated | ||||||||
Ticker: AFL | ||||||||
CUSIP: 1055102 | ||||||||
Shareholder meeting date: 01-May-23 | ||||||||
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 Miwako Hosoda | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||
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 Miwako Hosoda | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||
American Express Company | ||||||||
Ticker: AXP | ||||||||
CUSIP: 25816109 | ||||||||
Shareholder meeting date: 02-May-23 | ||||||||
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. Baltimore | Management | Yes | For | No | ||||
Elect Director John J. Brennan | Management | Yes | For | No | ||||
Elect Director Peter Chernin | Management | Yes | For | No | ||||
Elect Director Walter J. Clayton, III | Management | Yes | For | No | ||||
Elect Director Ralph de la Vega | Management | Yes | For | No | ||||
Elect Director Theodore J. Leonsis | Management | Yes | For | No | ||||
Elect Director Deborah P. Majoras | Management | Yes | For | No | ||||
Elect Director Karen L. Parkhill | Management | Yes | For | No | ||||
Elect Director Charles E. Phillips | Management | Yes | For | No | ||||
Elect Director Lynn A. Pike | Management | Yes | For | No | ||||
Elect Director Stephen J. Squeri | Management | Yes | For | No | ||||
Elect Director Daniel L. Vasella | Management | Yes | For | No | ||||
Elect Director Lisa W. Wardell | Management | Yes | For | No | ||||
Elect Director Christopher D. Young | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | For | Yes | ||||
Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Yes | Against | No | ||||
Elect Director Thomas J. Baltimore | Management | Yes | For | No | ||||
Elect Director John J. Brennan | Management | Yes | For | No | ||||
Elect Director Peter Chernin | Management | Yes | For | No | ||||
Elect Director Walter J. Clayton, III | Management | Yes | For | No | ||||
Elect Director Ralph de la Vega | Management | Yes | For | No | ||||
Elect Director Theodore J. Leonsis | Management | Yes | For | No | ||||
Elect Director Deborah P. Majoras | Management | Yes | For | No | ||||
Elect Director Karen L. Parkhill | Management | Yes | For | No | ||||
Elect Director Charles E. Phillips | Management | Yes | For | No | ||||
Elect Director Lynn A. Pike | Management | Yes | For | No | ||||
Elect Director Stephen J. Squeri | Management | Yes | For | No | ||||
Elect Director Daniel L. Vasella | Management | Yes | For | No | ||||
Elect Director Lisa W. Wardell | Management | Yes | For | No | ||||
Elect Director Christopher D. Young | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | For | Yes | ||||
Report on Risks Related to Fulfilling Information Requests for Enforcing Laws Criminalizing Abortion Access | Shareholder | Yes | Against | No | ||||
OmnicomGroup Inc. | ||||||||
Ticker: OMC | ||||||||
CUSIP: 681919106 | ||||||||
Shareholder meeting date: 02-May-23 | ||||||||
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 D. Wren | Management | Yes | For | No | ||||
Elect Director Mary C. Choksi | Management | Yes | For | No | ||||
Elect Director Leonard S. Coleman, Jr. | Management | Yes | For | No | ||||
Elect Director Mark D. Gerstein | Management | Yes | For | No | ||||
Elect Director Ronnie S. Hawkins | Management | Yes | For | No | ||||
Elect Director Deborah J. Kissire | Management | Yes | For | No | ||||
Elect Director Gracia C. Martore | Management | Yes | For | No | ||||
Elect Director Patricia Salas Pineda | Management | Yes | For | No | ||||
Elect Director Linda Johnson Rice | Management | Yes | For | No | ||||
Elect Director Valerie M. Williams | 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 | ||||
Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Elect Director John D. Wren | Management | Yes | For | No | ||||
Elect Director Mary C. Choksi | Management | Yes | For | No | ||||
Elect Director Leonard S. Coleman, Jr. | Management | Yes | For | No | ||||
Elect Director Mark D. Gerstein | Management | Yes | For | No | ||||
Elect Director Ronnie S. Hawkins | Management | Yes | For | No | ||||
Elect Director Deborah J. Kissire | Management | Yes | For | No | ||||
Elect Director Gracia C. Martore | Management | Yes | For | No | ||||
Elect Director Patricia Salas Pineda | Management | Yes | For | No | ||||
Elect Director Linda Johnson Rice | Management | Yes | For | No | ||||
Elect Director Valerie M. Williams | 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 | ||||
Ratify KPMG LLP as Auditors | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
PulteGroup, Inc. | ||||||||
Ticker: PHM | ||||||||
CUSIP: 745867101 | ||||||||
Shareholder meeting date: 03-May-23 | ||||||||
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 Brian P. Anderson | Management | Yes | For | No | ||||
Elect Director Bryce Blair | Management | Yes | For | No | ||||
Elect Director Thomas J. Folliard | Management | Yes | For | No | ||||
Elect Director Cheryl W. Grise | Management | Yes | For | No | ||||
Elect Director Andre J. Hawaux | Management | Yes | For | No | ||||
Elect Director J. Phillip Holloman | Management | Yes | For | No | ||||
Elect Director Ryan R. Marshall | Management | Yes | For | No | ||||
Elect Director John R. Peshkin | Management | Yes | For | No | ||||
Elect Director Scott F. Powers | Management | Yes | For | No | ||||
Elect Director Lila Snyder | 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 | ||||
Elect Director Brian P. Anderson | Management | Yes | For | No | ||||
Elect Director Bryce Blair | Management | Yes | For | No | ||||
Elect Director Thomas J. Folliard | Management | Yes | For | No | ||||
Elect Director Cheryl W. Grise | Management | Yes | For | No | ||||
Elect Director Andre J. Hawaux | Management | Yes | For | No | ||||
Elect Director J. Phillip Holloman | Management | Yes | For | No | ||||
Elect Director Ryan R. Marshall | Management | Yes | For | No | ||||
Elect Director John R. Peshkin | Management | Yes | For | No | ||||
Elect Director Scott F. Powers | Management | Yes | For | No | ||||
Elect Director Lila Snyder | 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 | ||||
Archer-Daniels-Midland Company | ||||||||
Ticker: ADM | ||||||||
CUSIP: 39483102 | ||||||||
Shareholder meeting date: 04-May-23 | ||||||||
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 James C. Collins, Jr. | Management | Yes | For | No | ||||
Elect Director Terrell K. Crews | Management | Yes | For | No | ||||
Elect Director Ellen de Brabander | 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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Elect Director Michael S. Burke | Management | Yes | For | No | ||||
Elect Director Theodore Colbert | Management | Yes | For | No | ||||
Elect Director James C. Collins, Jr. | Management | Yes | For | No | ||||
Elect Director Terrell K. Crews | Management | Yes | For | No | ||||
Elect Director Ellen de Brabander | 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 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Capital One Financial Corporation | ||||||||
Ticker: COF | ||||||||
CUSIP: 14040H105 | ||||||||
Shareholder meeting date: 04-May-23 | ||||||||
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 D. Fairbank | Management | Yes | For | No | ||||
Elect Director Ime Archibong | Management | Yes | For | No | ||||
Elect Director Christine Detrick | Management | Yes | For | No | ||||
Elect Director Ann Fritz Hackett | Management | Yes | For | No | ||||
Elect Director Peter Thomas Killalea | Management | Yes | For | No | ||||
Elect Director Cornelis "Eli" Leenaars | Management | Yes | For | No | ||||
Elect Director Francois Locoh-Donou | Management | Yes | For | No | ||||
Elect Director Peter E. Raskind | Management | Yes | For | No | ||||
Elect Director Eileen Serra | Management | Yes | For | No | ||||
Elect Director Mayo A. Shattuck, III | Management | Yes | For | No | ||||
Elect Director Bradford H. Warner | Management | Yes | For | No | ||||
Elect Director Craig Anthony Williams | Management | Yes | For | No | ||||
Eliminate Supermajority Vote Requirement | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Amend Omnibus Stock Plan | Management | Yes | For | No | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Adopt Simple Majority Vote | Shareholder | Yes | For | Yes | ||||
Report on Board Oversight of Risks Related to Discrimination | Shareholder | Yes | Against | No | ||||
Disclose Board Skills and Diversity Matrix | Shareholder | Yes | For | Yes | ||||
Elect Director Richard D. Fairbank | Management | Yes | For | No | ||||
Elect Director Ime Archibong | Management | Yes | For | No | ||||
Elect Director Christine Detrick | Management | Yes | For | No | ||||
Elect Director Ann Fritz Hackett | Management | Yes | For | No | ||||
Elect Director Peter Thomas Killalea | Management | Yes | For | No | ||||
Elect Director Cornelis "Eli" Leenaars | Management | Yes | For | No | ||||
Elect Director Francois Locoh-Donou | Management | Yes | For | No | ||||
Elect Director Peter E. Raskind | Management | Yes | For | No | ||||
Elect Director Eileen Serra | Management | Yes | For | No | ||||
Elect Director Mayo A. Shattuck, III | Management | Yes | For | No | ||||
Elect Director Bradford H. Warner | Management | Yes | For | No | ||||
Elect Director Craig Anthony Williams | Management | Yes | For | No | ||||
Eliminate Supermajority Vote Requirement | Management | Yes | For | No | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Advisory Vote to Ratify Named Executive Officers' Compensation | Management | Yes | For | No | ||||
Amend Omnibus Stock Plan | Management | Yes | For | No | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Adopt Simple Majority Vote | Shareholder | Yes | For | Yes | ||||
Report on Board Oversight of Risks Related to Discrimination | Shareholder | Yes | Against | No | ||||
Disclose Board Skills and Diversity Matrix | Shareholder | Yes | For | Yes | ||||
Cincinnati Financial Corporation | ||||||||
Ticker: CINF | ||||||||
CUSIP: 172062101 | ||||||||
Shareholder meeting date: 06-May-23 | ||||||||
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 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 | ||||
Amend Code of Regulations | 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 | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Elect Director Thomas J. Aaron | 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 | ||||
Amend Code of Regulations | 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 | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Cummins Inc. | ||||||||
Ticker: CMI | ||||||||
CUSIP: 231021106 | ||||||||
Shareholder meeting date: 09-May-23 | ||||||||
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 N. Thomas Linebarger | Management | Yes | For | No | ||||
Elect Director Jennifer W. Rumsey | Management | Yes | For | No | ||||
Elect Director Gary L. Belske | Management | Yes | For | No | ||||
Elect Director Robert J. Bernhard | Management | Yes | For | No | ||||
Elect Director Bruno V. Di Leo Allen | Management | Yes | For | No | ||||
Elect Director Stephen B. Dobbs | Management | Yes | For | No | ||||
Elect Director Carla A. Harris | Management | Yes | For | No | ||||
Elect Director Thomas J. Lynch | Management | Yes | For | No | ||||
Elect Director William I. Miller | Management | Yes | For | No | ||||
Elect Director Georgia R. Nelson | Management | Yes | For | No | ||||
Elect Director Kimberly A. Nelson | Management | Yes | For | No | ||||
Elect Director Karen H. Quintos | 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 | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Amend Nonqualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Require Independent Board Chairman | Shareholder | Yes | For | Yes | ||||
Disclose Plan to Link Executive Compensation to GHG Emissions Reduction Goals | Shareholder | Yes | Against | No | ||||
Elect Director N. Thomas Linebarger | Management | Yes | For | No | ||||
Elect Director Jennifer W. Rumsey | Management | Yes | For | No | ||||
Elect Director Gary L. Belske | Management | Yes | For | No | ||||
Elect Director Robert J. Bernhard | Management | Yes | For | No | ||||
Elect Director Bruno V. Di Leo Allen | Management | Yes | For | No | ||||
Elect Director Stephen B. Dobbs | Management | Yes | For | No | ||||
Elect Director Carla A. Harris | Management | Yes | For | No | ||||
Elect Director Thomas J. Lynch | Management | Yes | For | No | ||||
Elect Director William I. Miller | Management | Yes | For | No | ||||
Elect Director Georgia R. Nelson | Management | Yes | For | No | ||||
Elect Director Kimberly A. Nelson | Management | Yes | For | No | ||||
Elect Director Karen H. Quintos | 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 | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Amend Nonqualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Require Independent Board Chairman | Shareholder | Yes | For | Yes | ||||
Disclose Plan to Link Executive Compensation to GHG Emissions Reduction Goals | Shareholder | Yes | Against | No | ||||
Prudential Financial, Inc. | ||||||||
Ticker: PRU | ||||||||
CUSIP: 744320102 | ||||||||
Shareholder meeting date: 09-May-23 | ||||||||
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 Gilbert F. Casellas | Management | Yes | For | No | ||||
Elect Director Robert M. Falzon | Management | Yes | For | No | ||||
Elect Director Martina Hund-Mejean | Management | Yes | For | No | ||||
Elect Director Wendy E. Jones | Management | Yes | For | No | ||||
Elect Director Charles F. Lowrey | Management | Yes | For | No | ||||
Elect Director Sandra Pianalto | Management | Yes | For | No | ||||
Elect Director Christine A. Poon | Management | Yes | For | No | ||||
Elect Director Douglas A. Scovanner | Management | Yes | For | No | ||||
Elect Director Michael A. Todman | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||
Elect Director Gilbert F. Casellas | Management | Yes | For | No | ||||
Elect Director Robert M. Falzon | Management | Yes | For | No | ||||
Elect Director Martina Hund-Mejean | Management | Yes | For | No | ||||
Elect Director Wendy E. Jones | Management | Yes | For | No | ||||
Elect Director Charles F. Lowrey | Management | Yes | For | No | ||||
Elect Director Sandra Pianalto | Management | Yes | For | No | ||||
Elect Director Christine A. Poon | Management | Yes | For | No | ||||
Elect Director Douglas A. Scovanner | Management | Yes | For | No | ||||
Elect Director Michael A. Todman | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||
Elevance Health, Inc. | ||||||||
Ticker: ELV | ||||||||
CUSIP: 36752103 | ||||||||
Shareholder meeting date: 10-May-23 | ||||||||
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 Gail K. Boudreaux | Management | Yes | For | No | ||||
Elect Director R. Kerry Clark | Management | Yes | For | No | ||||
Elect Director Robert L. Dixon, Jr. | Management | Yes | For | No | ||||
Elect Director Deanna D. Strable | 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 | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | For | Yes | ||||
Annually Report Third Party Political Contributions | Shareholder | Yes | Against | No | ||||
Elect Director Gail K. Boudreaux | Management | Yes | For | No | ||||
Elect Director R. Kerry Clark | Management | Yes | For | No | ||||
Elect Director Robert L. Dixon, Jr. | Management | Yes | For | No | ||||
Elect Director Deanna D. Strable | 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 | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | For | Yes | ||||
Annually Report Third Party Political Contributions | Shareholder | Yes | Against | No | ||||
Discover Financial Services | ||||||||
Ticker: DFS | ||||||||
CUSIP: 254709108 | ||||||||
Shareholder meeting date: 11-May-23 | ||||||||
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 Jeffrey S. Aronin | Management | Yes | For | No | ||||
Elect Director Mary K. Bush | Management | Yes | For | No | ||||
Elect Director Gregory C. Case | Management | Yes | For | No | ||||
Elect Director Candace H. Duncan | Management | Yes | For | No | ||||
Elect Director Joseph F. Eazor | Management | Yes | For | No | ||||
Elect Director Roger C. Hochschild | Management | Yes | For | No | ||||
Elect Director Thomas G. Maheras | Management | Yes | For | No | ||||
Elect Director John B. Owen | Management | Yes | For | No | ||||
Elect Director David L. Rawlinson, II | Management | Yes | For | No | ||||
Elect Director Beverley A. Sibblies | Management | Yes | For | No | ||||
Elect Director Mark A. Thierer | Management | Yes | For | No | ||||
Elect Director Jennifer L. Wong | 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 | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Elect Director Jeffrey S. Aronin | Management | Yes | For | No | ||||
Elect Director Mary K. Bush | Management | Yes | For | No | ||||
Elect Director Gregory C. Case | Management | Yes | For | No | ||||
Elect Director Candace H. Duncan | Management | Yes | For | No | ||||
Elect Director Joseph F. Eazor | Management | Yes | For | No | ||||
Elect Director Roger C. Hochschild | Management | Yes | For | No | ||||
Elect Director Thomas G. Maheras | Management | Yes | For | No | ||||
Elect Director John B. Owen | Management | Yes | For | No | ||||
Elect Director David L. Rawlinson, II | Management | Yes | For | No | ||||
Elect Director Beverley A. Sibblies | Management | Yes | For | No | ||||
Elect Director Mark A. Thierer | Management | Yes | For | No | ||||
Elect Director Jennifer L. Wong | 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 | ||||
Ratify Deloitte & Touche LLP as Auditors | Management | Yes | For | No | ||||
Intel Corporation | ||||||||
Ticker: INTC | ||||||||
CUSIP: 458140100 | ||||||||
Shareholder meeting date: 11-May-23 | ||||||||
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 Patrick P. Gelsinger | Management | Yes | For | No | ||||
Elect Director James J. Goetz | Management | Yes | For | No | ||||
Elect Director Andrea J. Goldsmith | Management | Yes | For | No | ||||
Elect Director Alyssa H. Henry | Management | Yes | For | No | ||||
Elect Director Omar Ishrak | Management | Yes | For | No | ||||
Elect Director Risa Lavizzo-Mourey | Management | Yes | For | No | ||||
Elect Director Tsu-Jae King Liu | Management | Yes | For | No | ||||
Elect Director Barbara G. Novick | Management | Yes | For | No | ||||
Elect Director Gregory D. Smith | Management | Yes | For | No | ||||
Elect Director Lip-Bu Tan | Management | Yes | For | No | ||||
Elect Director Dion J. Weisler | Management | Yes | For | No | ||||
Elect Director Frank D. Yeary | 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 Omnibus Stock Plan | Management | Yes | Against | Yes | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Adopt Share Retention Policy For Senior Executives | Shareholder | Yes | For | Yes | ||||
Publish Third Party Review of Intel's China Business ESG Congruence | Shareholder | Yes | Against | No | ||||
KeyCorp | ||||||||
Ticker: KEY | ||||||||
CUSIP: 493267108 | ||||||||
Shareholder meeting date: 11-May-23 | ||||||||
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 Alexander M. Cutler | Management | Yes | For | No | ||||
Elect Director H. James Dallas | Management | Yes | For | No | ||||
Elect Director Elizabeth R. Gile | Management | Yes | For | No | ||||
Elect Director Ruth Ann M. Gillis | Management | Yes | For | No | ||||
Elect Director Christopher M. Gorman | Management | Yes | For | No | ||||
Elect Director Robin N. Hayes | Management | Yes | For | No | ||||
Elect Director Carlton L. Highsmith | Management | Yes | For | No | ||||
Elect Director Richard J. Hipple | Management | Yes | For | No | ||||
Elect Director Devina A. Rankin | Management | Yes | For | No | ||||
Elect Director Barbara R. Snyder | Management | Yes | For | No | ||||
Elect Director Richard J. Tobin | Management | Yes | For | No | ||||
Elect Director Todd J. Vasos | Management | Yes | For | No | ||||
Elect Director David K. Wilson | 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 | ||||
Amend Omnibus Stock Plan | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
JPMorgan Chase & Co. | ||||||||
Ticker: JPM | ||||||||
CUSIP: 46625H100 | ||||||||
Shareholder meeting date: 16-May-23 | ||||||||
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 Linda B. Bammann | Management | Yes | For | No | ||||
Elect Director Stephen B. Burke | Management | Yes | For | No | ||||
Elect Director Todd A. Combs | Management | Yes | For | No | ||||
Elect Director James S. Crown | Management | Yes | For | No | ||||
Elect Director Alicia Boler Davis | Management | Yes | For | No | ||||
Elect Director James Dimon | Management | Yes | For | No | ||||
Elect Director Timothy P. Flynn | Management | Yes | For | No | ||||
Elect Director Alex Gorsky | Management | Yes | For | No | ||||
Elect Director Mellody Hobson | Management | Yes | For | No | ||||
Elect Director Michael A. Neal | Management | Yes | For | No | ||||
Elect Director Phebe N. Novakovic | Management | Yes | For | No | ||||
Elect Director Virginia M. Rometty | 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 | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Yes | Against | No | ||||
Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Yes | Against | No | ||||
Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | For | Yes | ||||
Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Yes | For | Yes | ||||
Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Yes | Against | No | ||||
Report on Political Expenditures Congruence | Shareholder | Yes | For | Yes | ||||
Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Yes | Against | No | ||||
Elect Director Linda B. Bammann | Management | Yes | For | No | ||||
Elect Director Stephen B. Burke | Management | Yes | For | No | ||||
Elect Director Todd A. Combs | Management | Yes | For | No | ||||
Elect Director James S. Crown | Management | Yes | For | No | ||||
Elect Director Alicia Boler Davis | Management | Yes | For | No | ||||
Elect Director James Dimon | Management | Yes | For | No | ||||
Elect Director Timothy P. Flynn | Management | Yes | For | No | ||||
Elect Director Alex Gorsky | Management | Yes | For | No | ||||
Elect Director Mellody Hobson | Management | Yes | For | No | ||||
Elect Director Michael A. Neal | Management | Yes | For | No | ||||
Elect Director Phebe N. Novakovic | Management | Yes | For | No | ||||
Elect Director Virginia M. Rometty | 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 | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Require Independent Board Chair | Shareholder | Yes | For | Yes | ||||
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Yes | Against | No | ||||
Amend Public Responsibility Committee Charter to Include Animal Welfare | Shareholder | Yes | Against | No | ||||
Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | For | Yes | ||||
Report on Climate Transition Plan Describing Efforts to Align Financing Activities with GHG Targets | Shareholder | Yes | For | Yes | ||||
Report on Risks Related to Discrimination Against Individuals Including Political Views | Shareholder | Yes | Against | No | ||||
Report on Political Expenditures Congruence | Shareholder | Yes | For | Yes | ||||
Disclose 2030 Absolute GHG Reduction Targets Associated with Lending and Underwriting | Shareholder | Yes | Against | No | ||||
Principal Financial Group, Inc. | ||||||||
Ticker: PFG | ||||||||
CUSIP: 74251V102 | ||||||||
Shareholder meeting date: 16-May-23 | ||||||||
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 Jonathan S. Auerbach | Management | Yes | For | No | ||||
Elect Director Mary E. "Maliz" Beams | Management | Yes | For | No | ||||
Elect Director Jocelyn Carter-Miller | Management | Yes | For | No | ||||
Elect Director Scott M. Mills | Management | Yes | For | No | ||||
Elect Director Claudio N. Muruzabal | Management | Yes | For | No | ||||
Elect Director H. Elizabeth Mitchell | 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 | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Reliance Steel & Aluminum Co. | ||||||||
Ticker: RS | ||||||||
CUSIP: 759509102 | ||||||||
Shareholder meeting date: 17-May-23 | ||||||||
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 Lisa L. Baldwin | Management | Yes | For | No | ||||
Elect Director Karen W. Colonias | Management | Yes | For | No | ||||
Elect Director Frank J. Dellaquila | Management | Yes | For | No | ||||
Elect Director James D. Hoffman | Management | Yes | For | No | ||||
Elect Director Mark V. Kaminski | Management | Yes | For | No | ||||
Elect Director Karla R. Lewis | Management | Yes | For | No | ||||
Elect Director Robert A. McEvoy | Management | Yes | For | No | ||||
Elect Director David W. Seeger | Management | Yes | For | No | ||||
Elect Director Douglas W. Stotlar | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chairman | Shareholder | Yes | Against | No | ||||
Synchrony Financial | ||||||||
Ticker: SYF | ||||||||
CUSIP: 87165B103 | ||||||||
Shareholder meeting date: 18-May-23 | ||||||||
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 Brian D. Doubles | Management | Yes | For | No | ||||
Elect Director Fernando Aguirre | Management | Yes | For | No | ||||
Elect Director Paget L. Alves | Management | Yes | For | No | ||||
Elect Director Kamila Chytil | Management | Yes | For | No | ||||
Elect Director Arthur W. Coviello, Jr. | Management | Yes | For | No | ||||
Elect Director Roy A. Guthrie | Management | Yes | For | No | ||||
Elect Director Jeffrey G. Naylor | Management | Yes | For | No | ||||
Elect Director P.W. "Bill" Parker | Management | Yes | For | No | ||||
Elect Director Laurel J. Richie | Management | Yes | For | No | ||||
Elect Director Ellen M. Zane | 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 | ||||
Elect Director Brian D. Doubles | Management | Yes | For | No | ||||
Elect Director Fernando Aguirre | Management | Yes | For | No | ||||
Elect Director Paget L. Alves | Management | Yes | For | No | ||||
Elect Director Kamila Chytil | Management | Yes | For | No | ||||
Elect Director Arthur W. Coviello, Jr. | Management | Yes | For | No | ||||
Elect Director Roy A. Guthrie | Management | Yes | For | No | ||||
Elect Director Jeffrey G. Naylor | Management | Yes | For | No | ||||
Elect Director P.W. "Bill" Parker | Management | Yes | For | No | ||||
Elect Director Laurel J. Richie | Management | Yes | For | No | ||||
Elect Director Ellen M. Zane | 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 | ||||
Morgan Stanley | ||||||||
Ticker: MS | ||||||||
CUSIP: 617446448 | ||||||||
Shareholder meeting date: 19-May-23 | ||||||||
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 Alistair Darling | Management | Yes | For | No | ||||
Elect Director Thomas H. Glocer | Management | Yes | For | No | ||||
Elect Director James P. Gorman | Management | Yes | For | No | ||||
Elect Director Robert H. Herz | Management | Yes | For | No | ||||
Elect Director Erika H. James | Management | Yes | For | No | ||||
Elect Director Hironori Kamezawa | Management | Yes | For | No | ||||
Elect Director Shelley B. Leibowitz | Management | Yes | For | No | ||||
Elect Director Stephen J. Luczo | Management | Yes | For | No | ||||
Elect Director Jami Miscik | Management | Yes | For | No | ||||
Elect Director Masato Miyachi | Management | Yes | For | No | ||||
Elect Director Dennis M. Nally | Management | Yes | For | No | ||||
Elect Director Mary L. Schapiro | Management | Yes | For | No | ||||
Elect Director Perry M. Traquina | Management | Yes | For | No | ||||
Elect Director Rayford Wilkins, Jr. | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | For | Yes | ||||
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Yes | Against | No | ||||
Elect Director Alistair Darling | Management | Yes | For | No | ||||
Elect Director Thomas H. Glocer | Management | Yes | For | No | ||||
Elect Director James P. Gorman | Management | Yes | For | No | ||||
Elect Director Robert H. Herz | Management | Yes | For | No | ||||
Elect Director Erika H. James | Management | Yes | For | No | ||||
Elect Director Hironori Kamezawa | Management | Yes | For | No | ||||
Elect Director Shelley B. Leibowitz | Management | Yes | For | No | ||||
Elect Director Stephen J. Luczo | Management | Yes | For | No | ||||
Elect Director Jami Miscik | Management | Yes | For | No | ||||
Elect Director Masato Miyachi | Management | Yes | For | No | ||||
Elect Director Dennis M. Nally | Management | Yes | For | No | ||||
Elect Director Mary L. Schapiro | Management | Yes | For | No | ||||
Elect Director Perry M. Traquina | Management | Yes | For | No | ||||
Elect Director Rayford Wilkins, Jr. | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Reduce Ownership Threshold for Shareholders to Call Special Meeting | Shareholder | Yes | For | Yes | ||||
Adopt Time-Bound Policy to Phase Out Underwriting and Lending for New Fossil Fuel Development | Shareholder | Yes | Against | No | ||||
Equitable Holdings, Inc. | ||||||||
Ticker: EQH | ||||||||
CUSIP: 29452E101 | ||||||||
Shareholder meeting date: 24-May-23 | ||||||||
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 Francis A. Hondal | Management | Yes | For | No | ||||
Elect Director Arlene Isaacs-Lowe | Management | Yes | For | No | ||||
Elect Director Daniel G. Kaye | Management | Yes | For | No | ||||
Elect Director Joan Lamm-Tennant | Management | Yes | For | No | ||||
Elect Director Craig MacKay | Management | Yes | For | No | ||||
Elect Director Mark Pearson | Management | Yes | For | No | ||||
Elect Director Bertram L. Scott | Management | Yes | For | No | ||||
Elect Director George Stansfield | Management | Yes | For | No | ||||
Elect Director Charles G.T. Stonehill | 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 | ||||
The Interpublic Group of Companies, Inc. | ||||||||
Ticker: IPG | ||||||||
CUSIP: 460690100 | ||||||||
Shareholder meeting date: 25-May-23 | ||||||||
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 Jocelyn Carter-Miller | Management | Yes | For | No | ||||
Elect Director Mary J. Steele Guilfoile | Management | Yes | For | No | ||||
Elect Director Dawn Hudson | Management | Yes | For | No | ||||
Elect Director Philippe Krakowsky | Management | Yes | For | No | ||||
Elect Director Jonathan F. Miller | Management | Yes | For | No | ||||
Elect Director Patrick Q. Moore | Management | Yes | For | No | ||||
Elect Director Linda S. Sanford | Management | Yes | For | No | ||||
Elect Director David M. Thomas | Management | Yes | For | No | ||||
Elect Director E. Lee Wyatt Jr. | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Elect Director Jocelyn Carter-Miller | Management | Yes | For | No | ||||
Elect Director Mary J. Steele Guilfoile | Management | Yes | For | No | ||||
Elect Director Dawn Hudson | Management | Yes | For | No | ||||
Elect Director Philippe Krakowsky | Management | Yes | For | No | ||||
Elect Director Jonathan F. Miller | Management | Yes | For | No | ||||
Elect Director Patrick Q. Moore | Management | Yes | For | No | ||||
Elect Director Linda S. Sanford | Management | Yes | For | No | ||||
Elect Director David M. Thomas | Management | Yes | For | No | ||||
Elect Director E. Lee Wyatt Jr. | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Chevron Corporation | ||||||||
Ticker: CVX | ||||||||
CUSIP: 166764100 | ||||||||
Shareholder meeting date: 31-May-23 | ||||||||
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 D. James Umpleby, III | Management | Yes | For | No | ||||
Elect Director Cynthia J. Warner | Management | Yes | For | No | ||||
Elect Director Michael K. (Mike) Wirth | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Rescind Scope 3 GHG Reduction Proposal | Shareholder | Yes | Against | No | ||||
Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Yes | Against | No | ||||
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Yes | Against | No | ||||
Establish Board Committee on Decarbonization Risk | Shareholder | Yes | Against | No | ||||
Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Yes | Against | No | ||||
Oversee and Report a Racial Equity Audit | Shareholder | Yes | Against | No | ||||
Publish a Tax Transparency Report | Shareholder | Yes | Against | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
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 D. James Umpleby, III | Management | Yes | For | No | ||||
Elect Director Cynthia J. Warner | Management | Yes | For | No | ||||
Elect Director Michael K. (Mike) Wirth | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Rescind Scope 3 GHG Reduction Proposal | Shareholder | Yes | Against | No | ||||
Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Yes | Against | No | ||||
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Yes | Against | No | ||||
Establish Board Committee on Decarbonization Risk | Shareholder | Yes | Against | No | ||||
Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Yes | Against | No | ||||
Oversee and Report a Racial Equity Audit | Shareholder | Yes | Against | No | ||||
Publish a Tax Transparency Report | Shareholder | Yes | Against | No | ||||
Require Independent Board Chair | Shareholder | Yes | Against | No | ||||
Exxon Mobil Corporation | ||||||||
Ticker: XOM | ||||||||
CUSIP: 30231G102 | ||||||||
Shareholder meeting date: 31-May-23 | ||||||||
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 Gregory J. Goff | Management | Yes | For | No | ||||
Elect Director John D. Harris, II | 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 Lawrence W. Kellner | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Establish Board Committee on Decarbonization Risk | Shareholder | Yes | Against | No | ||||
Reduce Executive Stock Holding Period | Shareholder | Yes | Against | No | ||||
Report on Carbon Capture and Storage | Shareholder | Yes | Against | No | ||||
Report on Methane Emission Disclosure Reliability | Shareholder | Yes | For | Yes | ||||
Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Yes | Against | No | ||||
Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Yes | Against | No | ||||
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Yes | Against | No | ||||
Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Yes | Against | No | ||||
Commission Audited Report on Reduced Plastics Demand | Shareholder | Yes | For | Yes | ||||
Report on Potential Costs of Environmental Litigation | Shareholder | Yes | Against | No | ||||
Publish a Tax Transparency Report | Shareholder | Yes | Against | No | ||||
Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Yes | Against | No | ||||
Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | Yes | No | |||||
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 Gregory J. Goff | Management | Yes | For | No | ||||
Elect Director John D. Harris, II | 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 Lawrence W. Kellner | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Establish Board Committee on Decarbonization Risk | Shareholder | Yes | Against | No | ||||
Reduce Executive Stock Holding Period | Shareholder | Yes | Against | No | ||||
Report on Carbon Capture and Storage | Shareholder | Yes | Against | No | ||||
Report on Methane Emission Disclosure Reliability | Shareholder | Yes | For | Yes | ||||
Adopt Medium-Term Scope 3 GHG Reduction Target | Shareholder | Yes | Against | No | ||||
Issue a Report on Worst-Case Impacts of Oil Spills from Operations Offshore of Guyana | Shareholder | Yes | Against | No | ||||
Recalculate GHG Emissions Baseline to Exclude Emissions from Material Divestitures | Shareholder | Yes | Against | No | ||||
Report on Asset Retirement Obligations Under IEA NZE Scenario | Shareholder | Yes | Against | No | ||||
Commission Audited Report on Reduced Plastics Demand | Shareholder | Yes | For | Yes | ||||
Report on Potential Costs of Environmental Litigation | Shareholder | Yes | Against | No | ||||
Publish a Tax Transparency Report | Shareholder | Yes | Against | No | ||||
Report on Social Impact From Plant Closure or Energy Transition | Shareholder | Yes | Against | No | ||||
Report on Benefits and Risks of Commitment to Not Develop Projects in the Arctic *Withdrawn Resolution* | Shareholder | Yes | No | |||||
Civitas Resources, Inc. | ||||||||
Ticker: CIVI | ||||||||
CUSIP: 17888H103 | ||||||||
Shareholder meeting date: 01-Jun-23 | ||||||||
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 Wouter van Kempen | Management | Yes | For | No | ||||
Elect Director Deborah Byers | Management | Yes | For | No | ||||
Elect Director Morris R. Clark | Management | Yes | For | No | ||||
Elect Director M. Christopher Doyle | Management | Yes | For | No | ||||
Elect Director Carrie M. Fox | Management | Yes | For | No | ||||
Elect Director Carrie L. Hudak | Management | Yes | For | No | ||||
Elect Director James M. Trimble | Management | Yes | For | No | ||||
Elect Director Howard A. Willard, III | Management | Yes | For | No | ||||
Elect Director Jeffrey E. Wojahn | 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 | ||||
Provide Right to Call Special Meeting | Management | Yes | For | No | ||||
Provide Right to Act by Written Consent | Management | Yes | For | No | ||||
Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | Yes | For | No | ||||
Authorize Shareholders to Fill Director Vacancies | Management | Yes | For | No | ||||
Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | Yes | For | No | ||||
Amend Certificate of Incorporation | Management | Yes | For | No | ||||
Elect Director Wouter van Kempen | Management | Yes | For | No | ||||
Elect Director Deborah Byers | Management | Yes | For | No | ||||
Elect Director Morris R. Clark | Management | Yes | For | No | ||||
Elect Director M. Christopher Doyle | Management | Yes | For | No | ||||
Elect Director Carrie M. Fox | Management | Yes | For | No | ||||
Elect Director Carrie L. Hudak | Management | Yes | For | No | ||||
Elect Director James M. Trimble | Management | Yes | For | No | ||||
Elect Director Howard A. Willard, III | Management | Yes | For | No | ||||
Elect Director Jeffrey E. Wojahn | 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 | ||||
Provide Right to Call Special Meeting | Management | Yes | For | No | ||||
Provide Right to Act by Written Consent | Management | Yes | For | No | ||||
Amend Certificate of Incorporation to Limit the Liability of Certain Officers | Management | Yes | For | No | ||||
Authorize Shareholders to Fill Director Vacancies | Management | Yes | For | No | ||||
Amend Certificate of Incorporation to Add Federal Forum Selection Provision | Management | Yes | For | No | ||||
Amend Certificate of Incorporation | Management | Yes | For | No | ||||
Cognizant Technology Solutions Corporation | ||||||||
Ticker: CTSH | ||||||||
CUSIP: 192446102 | ||||||||
Shareholder meeting date: 06-Jun-23 | ||||||||
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 Zein Abdalla | Management | Yes | For | No | ||||
Elect Director Vinita Bali | Management | Yes | For | No | ||||
Elect Director Eric Branderiz | Management | Yes | For | No | ||||
Elect Director Archana Deskus | Management | Yes | For | No | ||||
Elect Director John M. Dineen | Management | Yes | For | No | ||||
Elect Director Nella Domenici | Management | Yes | For | No | ||||
Elect Director Ravi Kumar S | Management | Yes | For | No | ||||
Elect Director Leo S. Mackay, Jr. | Management | Yes | For | No | ||||
Elect Director Michael Patsalos-Fox | Management | Yes | For | No | ||||
Elect Director Stephen J. Rohleder | Management | Yes | For | No | ||||
Elect Director Abraham "Bram" Schot | Management | Yes | For | No | ||||
Elect Director Joseph M. Velli | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Approve Omnibus Stock Plan | Management | Yes | For | No | ||||
Amend Qualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Amend Bylaws | Shareholder | Yes | Against | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | Against | No | ||||
Elect Director Zein Abdalla | Management | Yes | For | No | ||||
Elect Director Vinita Bali | Management | Yes | For | No | ||||
Elect Director Eric Branderiz | Management | Yes | For | No | ||||
Elect Director Archana Deskus | Management | Yes | For | No | ||||
Elect Director John M. Dineen | Management | Yes | For | No | ||||
Elect Director Nella Domenici | Management | Yes | For | No | ||||
Elect Director Ravi Kumar S | Management | Yes | For | No | ||||
Elect Director Leo S. Mackay, Jr. | Management | Yes | For | No | ||||
Elect Director Michael Patsalos-Fox | Management | Yes | For | No | ||||
Elect Director Stephen J. Rohleder | Management | Yes | For | No | ||||
Elect Director Abraham "Bram" Schot | Management | Yes | For | No | ||||
Elect Director Joseph M. Velli | 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 | ||||
Advisory Vote on Say on Pay Frequency | Management | Yes | One Year | No | ||||
Approve Omnibus Stock Plan | Management | Yes | For | No | ||||
Amend Qualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Amend Bylaws | Shareholder | Yes | Against | No | ||||
Submit Severance Agreement (Change-in-Control) to Shareholder Vote | Shareholder | Yes | Against | No | ||||
Freeport-McMoRan, Inc. | ||||||||
Ticker: FCX | ||||||||
CUSIP: 35671D857 | ||||||||
Shareholder meeting date: 06-Jun-23 | ||||||||
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 Richard C. Adkerson | Management | Yes | For | No | ||||
Elect Director Marcela E. Donadio | Management | Yes | For | No | ||||
Elect Director Robert W. Dudley | Management | Yes | For | No | ||||
Elect Director Hugh Grant | Management | Yes | For | No | ||||
Elect Director Lydia H. Kennard | Management | Yes | For | No | ||||
Elect Director Ryan M. Lance | Management | Yes | For | No | ||||
Elect Director Sara Grootwassink Lewis | Management | Yes | For | No | ||||
Elect Director Dustan E. McCoy | Management | Yes | For | No | ||||
Elect Director Kathleen L. Quirk | Management | Yes | For | No | ||||
Elect Director John J. Stephens | Management | Yes | For | No | ||||
Elect Director Frances Fragos Townsend | 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 | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Elect Director David P. Abney | Management | Yes | For | No | ||||
Elect Director Richard C. Adkerson | Management | Yes | For | No | ||||
Elect Director Marcela E. Donadio | Management | Yes | For | No | ||||
Elect Director Robert W. Dudley | Management | Yes | For | No | ||||
Elect Director Hugh Grant | Management | Yes | For | No | ||||
Elect Director Lydia H. Kennard | Management | Yes | For | No | ||||
Elect Director Ryan M. Lance | Management | Yes | For | No | ||||
Elect Director Sara Grootwassink Lewis | Management | Yes | For | No | ||||
Elect Director Dustan E. McCoy | Management | Yes | For | No | ||||
Elect Director Kathleen L. Quirk | Management | Yes | For | No | ||||
Elect Director John J. Stephens | Management | Yes | For | No | ||||
Elect Director Frances Fragos Townsend | 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 | ||||
Ratify Ernst & Young LLP as Auditors | Management | Yes | For | No | ||||
Mastercard Incorporated | ||||||||
Ticker: MA | ||||||||
CUSIP: 57636Q104 | ||||||||
Shareholder meeting date: 27-Jun-23 | ||||||||
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 Merit E. Janow | Management | Yes | For | No | ||||
Elect Director Candido Bracher | Management | Yes | For | No | ||||
Elect Director Richard K. Davis | Management | Yes | For | No | ||||
Elect Director Julius Genachowski | Management | Yes | For | No | ||||
Elect Director Choon Phong Goh | Management | Yes | For | No | ||||
Elect Director Oki Matsumoto | Management | Yes | For | No | ||||
Elect Director Michael Miebach | Management | Yes | For | No | ||||
Elect Director Youngme Moon | Management | Yes | For | No | ||||
Elect Director Rima Qureshi | Management | Yes | For | No | ||||
Elect Director Gabrielle Sulzberger | Management | Yes | For | No | ||||
Elect Director Harit Talwar | Management | Yes | For | No | ||||
Elect Director Lance Uggla | 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 Qualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Report on Overseeing Risks Related to Discrimination | Shareholder | Yes | Against | No | ||||
Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Yes | Against | No | ||||
Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Yes | Against | No | ||||
Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Yes | Against | No | ||||
Elect Director Merit E. Janow | Management | Yes | For | No | ||||
Elect Director Candido Bracher | Management | Yes | For | No | ||||
Elect Director Richard K. Davis | Management | Yes | For | No | ||||
Elect Director Julius Genachowski | Management | Yes | For | No | ||||
Elect Director Choon Phong Goh | Management | Yes | For | No | ||||
Elect Director Oki Matsumoto | Management | Yes | For | No | ||||
Elect Director Michael Miebach | Management | Yes | For | No | ||||
Elect Director Youngme Moon | Management | Yes | For | No | ||||
Elect Director Rima Qureshi | Management | Yes | For | No | ||||
Elect Director Gabrielle Sulzberger | Management | Yes | For | No | ||||
Elect Director Harit Talwar | Management | Yes | For | No | ||||
Elect Director Lance Uggla | 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 Qualified Employee Stock Purchase Plan | Management | Yes | For | No | ||||
Ratify PricewaterhouseCoopers LLP as Auditors | Management | Yes | For | No | ||||
Report on Overseeing Risks Related to Discrimination | Shareholder | Yes | Against | No | ||||
Report on Establishing Merchant Category Code for Gun and Ammunition Stores | Shareholder | Yes | Against | No | ||||
Report on Lobbying Payments and Policy | Shareholder | Yes | For | Yes | ||||
Amend Bylaws to Require Shareholder Approval of Certain Provisions Related to Director Nominations by Shareholders | Shareholder | Yes | Against | No | ||||
Report on Cost-Benefit Analysis of Diversity and Inclusion Efforts | Shareholder | Yes | Against | No |
First Trust SSI Strategic Convertible Securities ETF
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
First Trust Enhanced Short Maturity ETF
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
First Trust High Income Strategic Focus ETF
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
First Trust Long Duration Opportunities ETF
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
First Trust Low Duration Opportunities ETF
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
First Trust Senior Loan Fund
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
First Trust Tactical High Yield ETF
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
First Trust Limited Duration Investment Grade Corporate ETF
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
FT Cboe Vest DJIA® Dogs 10 Target Income ETF
There is no proxy voting activity for the fund, as the fund did not hold any votable positions during the reporting period.
SIGNATURES
Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
(Registrant) | FIRST TRUST Exchange-Traded FUND IV | |||
By (Signature and Title)* | /s/ James M. Dykas | |||
James M. Dykas, President and Chief Executive Officer | ||||
Date | August 24, 2023 |
* Print the name and title of each signing officer under his or her signature.